2026 | Beeline Professional release notes
The release details outline the major features and enhancements for Beeline Professional in 2026.
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General release Q1 | 2026
January
- Spend Detail Report enhancements for consolidated invoicing
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We updated the Spend Detail Report to better align with existing client financial connector fields used for manual invoicing outside of blueprints. The changes include adding new fields and updating existing ones to close gaps between financial connector data and the Spend Detail Report.
These updates enable clients to move from using a financial connector to the consolidated invoicing capability, with the Spend Detail Report serving as the base report and providing all required invoice data.
Financial connector will be retired on March 31st, 2026.
- Job posting ID references
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You can now reference the originating job posting during sourcing and managing engagements. This update improves traceability between job postings, job applications, and worker engagements.
The job posting ID updates involve:
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New smart form components can be configured to display the Job Posting ID in:
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Job Application smart forms (jobApplicationJobPostingIdNumber)
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Worker’s profile Engagement smart forms (engagementJobPostingIdNumber)
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The Job Posting ID is now available as a selectable column in:
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Engagements hub
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Workers hub (primary engagement view)
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- Reporting performance improvement
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To improve reporting performance, we now exclude zero hour rows in the Spend Detail Report.
- Manual user task cancellation
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You can now manually cancel tasks from the All Tasks section on the Tasks page in Beeline Professional. This feature supports both single-task and bulk cancellation.
To allow users to cancel a task, you must enable cancellation for that task in the smart form that triggers it. In addition, tasks that users can cancel must be connected to another step in the process definition to specify what happens after cancellation.
- Headcount Tracking report: new fields added
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We updated the Headcount Tracking report template to include additional worker information. This release adds the following worker fields:
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Work Email
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Tenure Start Date
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Tenure Duration Total Days
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Personal Email
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Phone Number
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EC First Name
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EC Last Name
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EC Phone Number
EC stands for emergency contact.
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- Additional task filter
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We added a new task filter to Beeline Professional. The Engagement Job Profiles filter is now available on the Tasks page for both My Tasks and All Tasks. This multi-select filter allows you to refine task lists by one or more engagement job profiles.
- Positive fee display for supplier-funded invoices
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In supplier-funded programs, Beeline Professional uses negative fee values to deduct fees from the amount due to the supplier. While this supports accurate calculations, it can be confusing for finance teams reviewing invoice files and can complicate downstream payment processing.
To address this, we introduced a new setting allowing fee amounts to appear as positive values in invoice output files, including consolidated invoices and the Spend Detail Report. This enhancement improves clarity for finance teams while maintaining accurate accounting and system integrity.
When the new setting is enabled, the following changes occur:
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The system displays the absolute value of all fee-related columns (for example, Total Fees and any custom rate columns tagged as fees).
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Credit lines (where Adjustment = Yes and Adjustment Type = Credit) continue to display negative values to ensure accurate corrections.
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No backend calculations or stored values change as this update affects display only.
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- Allowed currencies
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We replaced the Excluded Values field with the Allowed Currencies field on smart forms. This change applies to all field components that include a currency selection. You can now select multiple currencies to allow for a smart form.
- Export rate cards data
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You can now export the complete set of rate cards data in Beeline Professional. To export rate cards data, go to , and then select Export Data.
- Smart forms enhancements
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We updated the smart forms user interface to improve usability and streamline form configuration. This release also adds new configuration options on supported smart form elements, giving administrators greater control when setting up and managing smart forms.
- Headcount Tracking report new filters
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The Headcount Tracking report now includes custom engagement field filters.
- Export cost center data
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You can now export the complete set of cost center data in Beeline Professional. To export cost center data, go to , and then select Export Data.
- Consolidated invoicing
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Consolidated invoicing enables self-service, automated pro forma invoice generation in Beeline Professional. Administrators configure invoice blueprints, which serve as reusable templates that define billing rules, suppliers, data sources, required fields, schedules, and output formats. These blueprints establish the recurring structure of an invoice, ensuring consistent, accurate invoice generation across billing cycles. Scheduled runs generate invoices for review, payment, and downstream financial system invoice output consumption.
The feature supports both consolidated and targeted billing. An enhancement to our Invoices hub provides centralized visibility into invoice status, execution history, downloadable outputs, and notifications, with invoice data aligned to the Spend Detail Report.
Key benefits:
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Increases efficiency by automating invoice creation and eliminating manual exports.
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Enhances flexibility through configurable invoice fields and output formats.
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Streamlines setup with reusable blueprints and scheduled automation.
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Improves accuracy by reducing manual data entry and processing errors.
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Scales easily to support growing invoice volumes without added administrative effort.
For more information, see see About consolidated invoicing.
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