Contents
Deltek Maconomy 3.0 Release Notes

Release Date: October 24, 2025

Last Updated: October 24, 2025

Welcome to the Maconomy 3.0 Release Notes. This document details the new features and resolved issues in this release.

Overview
This release includes People Planner 4.9 and Touch 4.6.

These release notes contain a summary of the following:
  • Pre-Installation Information
  • Installation Information
  • Enhancements
  • Database Changes
  • Software Issues Resolved
  • Known Issues
Note: People Planner Release Notes are now part of the Maconomy Release Notes and no longer a standalone document.
Attention: In 2026, the Maconomy release naming system will be updated to indicate the product name, year, and quarter of the release instead of using a sequential number. As a result, the next release will be called 2026.1.

This naming convention will be used for all Maconomy and People Planner releases.
Pre-Installation Information
Review the contents of this section before you install Maconomy 3.0.
    Contents of this Service Pack
    Maconomy 3.0 contains the following items:
    • APU 3.0, including Touch 4.6 Web service
    • TPU 3.0 with Maconomy Server 52.100.0.23100000681332
    • PSO SPU 3.0
    • Touch, including the Touch 4.6 Installer
    • Web Client PU 6.0

    Installation Preconditions

    • APU - The APU in version 3.0 and in subsequent 3.0 Service Packs requires a TPU from the same Service Pack or from a Cumulative Update (CU) on the same release stream.
    • TPU - Deltek recommends that you upgrade all TPU parts (in MConfig called Global tools, Application TPU, Application Portal TPU, Web TPU and Coupling Service TPU) whenever a Service Pack or a CU is installed.
    • MConfig - MConfig 11.4 or higher is required for installation of the APU as well as the TPU.
    • Oracle Instant Client - For Oracle users, Oracle Instant Client 19 is required for installation of Maconomy 3.0.
    • Touch - If you are already using Touch but not the latest version, you must upgrade Touch on your server and ensure your users upgrade to the latest app.
    • Web Client - If you are already using the Web Client, you must upgrade Web Client on your server.
    Technical Considerations

    Core Maconomy Considerations

    Decommissioning the Workspace Client

    Starting with the 3.0 release, the Workspace Client is officially decommissioned. All Maconomy functionality is now fully accessible through the web client.

    User Login and Maconomy License

    Previously, active users were calculated based on the number of users whose passwords were not blocked. The calculation has been changed in Maconomy 2.6.3 to base on the users' validity period.

    There will be no automatic data conversion, so the number of active users could exceed the number of licenses after the upgrade, and you need to manually change the validity period for those users that require modification.

    MConfig Version Support Update and Feature Deprecations

    Maconomy 2.6.4 now uses MConfig 11.0, which does not support the installation, maintenance, or configuration of Maconomy 2.3 (Internal Version 19) or older versions. However, you can still use older versions of MConfig for Maconomy 2.3 and previous releases.
    With MConfig 10.3, deprecation warnings display when starting MConfig on a server that has old Maconomy versions installed regardless of whether newer Maconomy versions are already installed on the server.

    Known Issues

    Review Known Issues for information on unresolved software issues, in particular, known issues introduced with this release.

    People Planner / Maconomy Integration

    Two features, "Grouping of Budget Lines" and "Imported Resource Allocations," found within Imported Resource Allocations, are incompatible. If you want to use the latest Resource Allocation integration, which sends planning back to Maconomy to form a periodic resource budget/forecast, you should not use Grouping, as it is not supported for this workflow.

    APU Installation Notes

    The Synchronous Notifications feature requires setup. See the System Admin Guide for details.
    The Access Control for Approvers feature is included in this version, which provides restricted access to approval items. Maconomy 2.5.1 (and newer versions) comes with a default setting that can be modified to support individual customer needs. Refer to the Deltek Maconomy 2.5.x Enhancements Guide, Deltek Tracking 1174941, for details, including recommendations on actions prior to going live with this release.

    TPU Installation Notes

    Two features, "Grouping of Budget Lines" and "Imported Resource Allocations," found within Imported Resource Allocations, are incompatible. If you want to use the latest Resource Allocation integration, which sends planning back to Maconomy to form a periodic resource budget/forecast, you should not use Grouping, as it is not supported for this workflow.
    • The .bash shell (version 7.04) is required for all Unix/Linux installations.
    • Customized dictionaries for the Workspace Client are handled by the Extender. Refer to the Extender Handbook for details. The Extender ensures that both dynamic and static texts are updated.

    Surrogate Characters Not Supported

    Surrogate characters are characters not representable in 2 bytes in UTF-16. They are mostly used in Chinese for representing seldom used characters. Maconomy currently does not support surrogate characters.

    Local Characters in Variable Names

    Variable names in MScript may no longer contain non-ASCII characters. As of version 2.1, Maconomy no longer supports the use of Scandinavian letters ('æ ø å Æ Ø Å' ) in variable names in all Maconomy languages, including MScript, RGL, portal files, and MSL.

    Unnecessary Error Occurs During Installation
    When performing an APU upgrade using version 2.4 GA or later of the Maconomy Server, a PPU_Warning related to popup values might appear in the PPUDebug file as PPU_Warning. These messages are expected during the APU upgrade process as the database is temporarily in a state that this neither the old version nor the new version. Ignore the messages and continue the installation. See defect 577837 for more information.

    Default Database Query Timeout
    The default database query timeout might interfere with Maconomy Analyzer report queries which are expected to run for more than 5 minutes. In you are using such Analyzer reports you can increase the database query timeout with the following setting in 'MaconomyCustom.ini':
    • [ServerConfig]
    • DB_Cancellation_DefaultTimeout = <timeout-in-seconds>

    Touch Considerations

    The following are the considerations for Touch app version 4.6:

    For Android Users
    • If you change your device language, Touch will display the following message the next time you open the app: “Changes in device settings require you to log in again.” You will need to re-enter the Touch URL and log in.
    • If you cannot log in to Touch and then upgrade to a new version, you will need to re-enter the Touch URL the next time you open the app.
    • If you remove the passcode from your phone and then add a new passcode, Touch will display the following message the next time you open the app: “Due to a change in device passcode, you will be required to restart the app and re-enter your credentials.” You will need to re-enter the Touch URL and log in.
    • If you remove or reset fingerprint authentication or face recognition in your phone settings, you will need to re-enter your credentials and set up a PIN the next time you open the app.
    • If you remove the passcode from your phone settings, Touch will display the following message the next time you open the app: “To ensure your Deltek information is secure, we recommend that you use a passcode on your device. You can add a pin or passcode in your device settings app.” You will need to enter your credentials each time you use the app.
    • If you change the font size in your phone display settings, Touch will require you to re-enter your credentials the next time you open the app.
    • If your Internet connection is unstable, you may encounter various issues. For example, Touch may display the following message when you try to connect to the Touch URL: “Can’t connect to Touch server.”
    • If you are using OAuth (such as Azure or Okta), the default browser on your device must be Chromium-based (such as Google Chrome, Microsoft Edge, Opera, Brave, or Samsung Internet). If the default browser is not Chromium-based (such as Mozilla Firefox or Internet Explorer), you will be redirected to the Touch login screen at login, but you will not be able to sign in to Touch.
    • If you are unable to set up face recognition in Touch, you can try the following:
      • If you are using OAuth and an authenticator (such as Azure or Microsoft Authenticator), you can close the MS Authenticator app by swiping up and then try setting up face recognition again.
      • Set up a PIN.
      • Reinstall the Touch app, then try setting up face recognition again.
      • Reinstall the Touch app, then set up a PIN.

    For iOS Users
    • If you change your device language, Touch will display the following message the next time you open the app: “Changes in device settings require you to log in again.” You will need to re-enter the Touch URL and log in.
    • If you cannot log in to Touch and then upgrade to a new version, you will need to re-enter the Touch URL the next time you open the app.
    • If you remove the passcode from your phone and then add a new passcode, Touch will display the following message the next time you open the app: “Due to a change in device passcode, you will be required to restart the app and re-enter your credentials.” You will need to re-enter the Touch URL and log in.
    • If you remove or reset Touch ID or Face ID in your phone settings, Touch will display the following message the next time you open the app: “Biometrics secret not found.” You will need to re-enter your credentials and set up a PIN.
    • If you remove the passcode from your phone settings, Touch will display the following message the next time you open the app: “To ensure your Deltek information is secure, we recommend that you use a passcode on your device. You can add a pin or passcode in your device settings app.” You will need to enter your credentials each time they use the app.
    • If you turn on lockdown mode in your phone settings, Touch will display the following message the next time you open the app: “Lockdown Mode is Turned ON for ‘Deltek Touch’.” You will not be able to connect to the Touch URL.
    • If your Internet connection is unstable, you may encounter various issues. For example, Touch may display the following message when you try to connect to the Touch URL: “Can’t connect to Touch server.”
    • If you are unable to set up Face ID in Touch, you can try the following:
      • If you are using OAuth and an authenticator (such as Azure or Microsoft Authenticator), you can close the MS Authenticator app by swiping up and then try setting up Face ID again.
      • Set up a PIN.
      • Reinstall the Touch app, then try setting up Face ID again.
      • Reinstall the Touch app, then set up a PIN.
    • If you are using Azure with Microsoft Authenticator, make sure that the approval in MS Authenticator succeeds and that the Azure screen with the approval request closes automatically. Do not tap OK on the Azure screen; the screen will close automatically once the Azure authentication is successful.
    • If you fail Face ID login and go back to the login screen, your subsequent manual Azure login attempts might occasionally fail. If this happens, you can close the Touch app by swiping up, then reopen it. Reopening the app displays Face ID reauthentication and allows successful login.

    Web Client Considerations

    Usage Tracking with Gainsight PX

    Usage tracking is now enabled by default in the Maconomy web client. Deltek uses Gainsight Product Experience (PX), a third-party analytics platform that provides product usage insights. Gainsight collects generic application usage statistics such as browser type and country, but it does not collect personal user information.

    More details are available further down in these Release Notes (Deltek Tracking: 2410911).

    Change to Default Text Matching Strategy

    When conducting a search in the web client, the default text matching strategy has been updated to use the "startsWith" operator instead of "contains" for improved efficiency. Consequently, all string columns in list views will now default to the “startsWith” operator. Searches initiated from the workspace's top search field, as well as string fields within cards and tables, will adhere to this new functionality, unless the search term is prefixed with an asterisk (`*`), which will revert the behavior to “contains.”

    This global default is configurable by editing the textMatching property in the settings.json file.

    Backend Caching Requirements for Image Support

    This feature (Deltek Tracking: 2405587) replaces legacy Gravatar-based profile images. Image rendering and related system functions require Valkey for reliable permission handling, caching, and support of long-running operations in production environments.
    • Valkey usage: Valkey is required in production to store permissions, cache and retrieve images efficiently, support background jobs, and improve the reliability of file-based workflows.
    • File size and type: The server accepts only PNG and JPG images, with a default maximum upload size of 10 MB. This limit is configurable.
    • Caching behavior: Images are cached on the server (via Valkey) and on the client (via browser cache). Only the necessary resolution is loaded for each use case (for example, thumbnail in lists, full size in preview).
    • Error handling: Oversized or unsupported files are rejected. Users may encounter a generic server error if the server fails to return a descriptive message.

    End of Support for Multiple Logins in a Single Browser Session

    The ability to log in as multiple users in the same browser session is no longer available. This change supports REST API enhancements for improved authentication and performance.

    To achieve the same functionality, use one of the following alternatives:
    • Browser Profiles: Modern browsers like Chrome, Firefox, and Safari support separate profiles with independent cookies and site data.
    • Private Browsing: Use private/incognito mode for temporary multi-session access.
    Refer to your browser's help documentation for setup instructions.

    Job Entries Workspace Refactoring: JSON Layout Changes

    As part of the refactoring in Maconomy 2.6.4, the JSON layout files associated with the Job Entries workspace have been restructured:
    • The JobEntries\JobEntries_DataBindings.json file has been split into smaller, modular files to facilitate easier reuse in other workspaces.
    • The JobEntries_ prefix has been removed from file names to simplify copying these files to other workspaces, such as those under the General Ledger menu group.
    The refactored Job Entries workspace is expected to maintain its previous functionality. Users should observe no changes in operational behavior after the update, as the changes are primarily structural.

    Technical teams are encouraged to review these updates if they manage customized configurations or extensions for the Job Entries workspace.

    Continuous Scrolling in Tables

    This 2.6.4 feature (Deltek Tracking: 2110355) replaces paging in tables.

    Customized Workspaces

    Please note that if you have customized web client workspaces, there may be a task for an extension consultant to make these workspaces work after the upgrade to 3.0.

    Specifically, for Maconomy 2.6.3 the Open In List View enhancement requires that the settings.json file has the openInListMode property defined.  
    Attention: For more information about the web client installation, see the Maconomy Web Client Install Guide.

    Statutory/BPM Considerations

    The file that stores area-specific settings related to Statutory/BPM extensions and logging is renamed from server.ini to extension.ini.

    Attention: When running reports, you may encounter error messages that inaccurately refer to the extension.ini file as server.ini. All updates for Statutory/BPM related settings must go to the extension.ini file only.

    People Planner Considerations

    MyPlan Users Upgrading to Maconomy 2.6.3 or Later

    If you are using the native Maconomy Web Client version of People Planner’s MyPlan and plan to upgrade to Maconomy 2.6.3 or later, you must also upgrade People Planner to version 4.6 or later.

    Failure to do so will result in MyPlan becoming non-functional, as it references fields that are not available in earlier versions of People Planner.

    To maintain functionality without upgrading People Planner, customize the MyPlan layout to remove references to the non-existent fields. These include:
    • Job/Task Name
    • Main Job Customer Number
    • Main Job Name
    • Number of Hours

    People Planner 4.6 has updated the ASP.NET Core Hosting Bundle used by Security Service, the Rest API, and the Web Admin Tool from .NET 6 to .NET 8.  Other applications such as People Planner Windows applications and the Web Components use .NET Framework 4.8.
    The page tooltip is now removed from all People Planner Web Components to optimize performance.
    Special Actions Prior to Upgrade
    Upgrading to 3.0 includes actions prior to upgrade.

    Additional Actions in Upgrade Guides

    Warning: Numerous features with 2.4 GA forward require critical upgrade actions. See the Deltek Maconomy Upgrade Guide for details.
    Translations
    This section contains information about translations in Maconomy.

    For Danish, Dutch, English (GB and US), Norwegian, and Swedish, both Standard and Solution dictionaries exist. Solution dictionaries contain industry-specific terminology for select terms for the selected language. For example, the standard term "Job" in US English translates into "Project" in US English MCS and into "Engagement" in US English CPA.

    For all languages, Engineering has verified that a solution can be installed with that language as Enterprise Language. For languages with a solution variant, only the solution variants are validated for use as Enterprise Language. If this validation is not completed, manual corrections to the import files is expected during installation of a solution.

    Updated dictionaries are made available once released from Engineering.

    Language

    Validated as Enterprise Language

    Swedish

    No

    Swedish (MCS)

    Yes

    Italian

    Yes

    Norwegian

    No

    Norwegian (MCS)

    Yes

    Danish

    No

    Danish (MCS)

    Yes

    Dutch

    No

    Dutch (MCS)

    Yes

    Spanish

    Yes

    French

    Yes

    German

    Yes

    Portuguese

    Yes

    English (UK)

    No

    English (UK, MCS)

    Yes

    English (US)

    No

    English (US, MCS)

    Yes

    English (US, CPA)

    Yes

    Chinese

    Yes

    Changes to Extensions Framework
    The Extension Framework used for implementation of customizations and integrations is maintained and upgraded with new features enabling Business and Extension developers to handle even more requirements with less effort.

    Migration from previous versions to the latest version of the Extension Framework may require few updates to existing extensions.

    For more information about the latest version of the Extension Framework and migration please see the Extension Framework Programmer's Guide.
    Security Enhancements
    This section contains the security enhancements made in this release.
    Maconomy Security Enhancements
    Deltek Tracking: 1939211
    In Maconomy 3.0, several vulnerabilities have been resolved through the removal of the Maconomy Workspace Client (WSC).

    Documentation
    This section includes new and updated documentation for this release.

    Key Features of Documentation for Maconomy 3.0

    Maconomy Help Center
    The Maconomy Help Center serves as a hub for all Maconomy documentation and related material. For easy access, bookmark the following link:

    Online Guides
    The following documents are available in HTML.

    Online Guide

    Details

    Online Release Notes

    The release-specific Maconomy Release Notes is available in online format and in PDF. This document merges with the former Enhancements Guide and now includes feature overviews for Maconomy, Touch, and People Planner.

    Online Concepts Guide

    This online document merges the former Concepts Guide with some user guides, including those for CRM and Talent Management integration and the PSO and CPA Solutions description guides.

    It also includes the Getting Started guide, which was formerly part of the online help embedded in the software.

    Touch Release Notes

    The Touch Release Notes is available in online format and is also accessible from the Maconomy Help Center.

    Touch for Maconomy Online Help for Android

     

    Touch for Maconomy Online Help for iOS


    The online guide replaces the Touch User Guides for Android or iOS in PDF, and is accessible from the app.

    People Planner Web Components Guide for Web Client

     

    People Planner Web Components Guide for Workspace Client

    This document is now published as both an online guide and in PDF, with client-specific versions.

    People Planner Web Admin Tool Guide

    This guide provides details regarding the configuration of your People Planner system when using the Web Admin Tool. This is available as an online guide and in PDF.

    Maconomy Web Client Install Guide

    (previously the iAccess for Maconomy Install Guide)

     

    The Install Guide is now available only as an online guide. Previously, this document was also released in PDF.

    Maconomy Web Client User Guide

    (previously the iAccess for Maconomy Online Help)

    This product-specific online help system is accessible from the app and is also available in PDF.

    Maconomy Reference Guide

    (previously the Maconomy Workspace Client Online Help)

    This online guide is available via the new Help dropdown in the web client, and in PDF.

    Product Support Guide

    The Maconomy Product Support details Maintenance and Sustaining Support for Maconomy products and related third party products. 

     

    For BPM, refer to the Product Support Guide for Business Objects (BO) updates and patch announcements.

    BPM Standard Reports Guide

    The BPM Reporting Guide provides a comprehensive guide on the report functionality of the standard reports available in BPM. Previously, this document was also released in PDF.

    BPM Country Reports Guide

     

    The BPM Country Reports Guide provides a comprehensive guide on the report functionality of the country reports available in BPM.

    BPM Admin Guide

    The BPM Admin Guide provides steps to install, upgrade, enable and customize BPM in Maconomy. It also includes details for performing overall maintenance on your BPM system.


    Retired documents as of 2.6.x:
    • Enhancements Guide - Now part of Online Release Notes.
    • Concepts Guide - Now part of Online Concepts Guide.
    • PSO and CPA Solutions Guides - Moved to legacy documents.
    • CRM and DTM Integrations Guides - Now part of System Admin Guide.
    • Maconomy Reporting Guide - Moved to legacy documents; available upon request if needed.
    • Deltek Touch for Maconomy MScript & REST Comparison Guide - Moved to legacy documents; available upon request if needed.
    • BPM Report Description Guide - Now available in online format only and renamed to BPM Standard Reports Guide.
    • BPM Statutory Reporting Guide - Now available in online format only and renamed to BPM Country Reports Guide.
    • BPM Admin Guide - Now available in online format only.
    • Product Support Document - Now available in online format only.
New Features
  • Dela Updates

    Additional Job Cost Data Coverage in Ask Dela

    Deltek Tracking: 2405580
    Ask Dela now provides more detailed answers to job-cost related inquiries. The new Job Cost Data API dialog is added to support this enhancement, allowing you to query about detailed job information, such as breakdowns on registered costs, billing prices, employees, tasks, and more. With this update, Ask Dela can generate grouped and summarized job cost reports, offering deeper insights into the jobs you are working on.

    To enable a user’s access to this dialog, you must select the new Access to Find Job Cost Data In Digital Assistant checkbox located in Access Control » Users » Actions.

    Smart Summaries in Maconomy

    Deltek Tracking: 2313317
    Smart summaries are now available in Maconomy. This feature enables users to create high-level summaries of data in workspaces, such as key information and metrics related to a record, using AI-generated technology.

    Disclaimer: Each smart summary is generated by an artificial intelligence tool using your Maconomy data. It is provided subject to Maconomy Product Terms, and Deltek does not independently verify the accuracy of the summaries that this feature produces. You should independently review and verify the accuracy.

    This feature is available in several workspaces if a supported summary type is available for those records, and if the user has the requisite permissions to create a smart summary.

    When these conditions are met, the Smart Summary assistant automatically displays in the following workspaces:
    • Job Home
    • Budgeting
    • Estimating
    • Customers
    • Company Customers
    • Vendors
    • Employees
    You can create a smart summary by clicking the Generate Smart Summary action in the assistant.

    Smart summary types are created and managed by administrators and users with the requisite permissions. In this release, only jobs and customers have standard smart summary types by default.

    For more information about utilizing this feature, refer to the Deltek Maconomy Web Client User Guide.

    Security and Access Control
    This feature respects application, record, and field-level security settings in Maconomy. It will generate information based only on the data a user is permitted to access.

    System administrators can also specify which users have access to creating and/or viewing smart summaries by enabling the following user role actions in the Users workspace:
    • Can Create Smart Summaries: This action allows the user to generate smart summaries for the records they have access to.
    • Can See All Smart Summaries: This action allows the user to view smart summaries generated by all users within the system.
    Configuration of Smart Summaries
    To utilize this feature, Dela must first be enabled in Maconomy.

    Administrators and/or power users can then configure and manage smart summaries using these new workspaces under Setup » Dela:
    • Prompts
    • Window Bindings
    • Data Selections
    • Smart Summaries
    • Smart Summary Categories
    • Smart Summary Types
    Configuration Workflow
    The following are the high-level tasks to accomplish with Smart Summaries.

    Task

    User

    Details…

    Set up Smart Summaries
    System Administrator
    • Set up / enable Dela in your system.
    • Create standard summary categories.
    Create a Custom Smart Summary (optional)
    Administrator
    Consultant
    Power User
    • Ensure a standard smart summary category exists to match the smart summary you want to create.
    • Create a custom prompt.
    • Define a new smart summary type.
    • Define data selections.
    • Define window bindings.
    • Update the custom prompt.
    • Test your custom smart summary type.
    Customize an Existing Smart Summary
    Administrator
    Consultant
    Power User
    • Ensure a standard smart summary type exists to match the smart summary you want to customize.
    • Copy the standard smart summary type.
    • Copy and modify the data selections.
    • Update your customized smart summary type with the new data selections.
    • Test your customized smart summary type.
    Grant user role access
    Administrator
    • Grant access to smart summaries for each user role in the Users workspace.

    For more information about configuring this feature, refer to the Deltek Maconomy System Admin Guide.

    Ask Dela: Documentation Search

    Deltek Tracking: 2292914
    Ask Dela can now search help documentation to answer user questions. When a user with the requisite permissions asks Dela a question, the assistant will review all the documentation the user has access to and provide an answer, including a citation for source clarity. This enhancement turns Ask Dela into a more powerful, contextual help tool, allowing users to get immediate answers from user guides right within Maconomy.
    Note: This feature is available for Cloud customers only.

    Documentation Management Enhancements
    The Help Documents workspace  in Maconomy 3.0 has been updated to support this feature. Administrators can now upload and manage documentation files that Ask Dela will use when answering questions. This functionality includes:
    • Upload and Update Documentation: Admin users can add documentation files to the Help Documents workspace and mark them for use by Ask Dela. Once uploaded, Dela indexes the content to make it searchable. If a document is updated or corrected, you can replace the file in the workspace. Dela then uses the new version for future queries. You can also remove a document from Dela’s index at any time (or delete it entirely from the system if no longer needed).
    • Supported File Formats: Ask Dela currently supports documentation in plain text (.txt) or Markdown (.md) format. Each file can be up to 1 MB in size. If you have larger documents or other formats like PDF, you would need to convert or split them to fit these requirements.
    Note: Maconomy 3.0 installations do not include any documentation by default in Ask Dela’s index. After installing or upgrading, administrators must manually upload the desired help files into the Help Documents workspace for Ask Dela to be able to answer documentation-based questions. This approach lets each organization decide exactly what information Dela should use. Until docs are uploaded, Ask Dela will only be able to answer questions based on live system data (like before).

    By leveraging these new capabilities, Ask Dela becomes a more robust digital assistant, offering quick, context-rich help to users. Administrators should upload relevant documentation so that users can fully benefit from this feature. The result is a personalized in-app knowledge base: users ask questions in natural language and get immediate answers, drawn from the very documentation they would otherwise search through manually. This improves user productivity and encourages self-service, as answers are just one question away.

    New Administrator Settings
    Two new system parameters let administrators control the scope of Dela’s search results. Administrators can mix and match these settings. For instance, they might enable document search but disable broad data search, so that Ask Dela answers questions from documentation but only within the current workspace’s context.
    • Enable Ask Dela Data Search: When enabled, Ask Dela can search the data the user has access to and has been made available for Ask Dela. If this is disabled, Dela will not have access to the user's data.
    • Enable Dela Document Search: When enabled, Ask Dela includes documentation in its search process. This means Dela can pull answers from any help files or manuals that have been uploaded to use with Ask Dela, which the user has access to.
    Administrators can mix and match these settings. For instance, they might enable document search but disable broad data search, so that Dela answers questions from manuals but only within the current workspace’s context.
  • General Application

    Decommissioning the Java Analyzer

    Deltek Tracking: 1712952
    As a consequence of retiring the Workspace Client, the Java Analyzer client is decommissioned and is now replaced by the web Analyzer.
    Most of the core Analyzer functionality will be available in the web client. While some features are missing from the web Analyzer, it also includes improvements such as unlimited number of lines, background running of reports, and so on.
    In these Release Notes, see Decommissioning the Workspace Client (Deltek Tracking: 1875551) for more information.

    Change Contact Company on Open Opportunities

    Deltek Tracking: 2226267

    You can now change the Contact Company on an open opportunity in the Opportunities workspace, even if the company has already been converted to a customer. This enhancement removes the previous restriction that locked the Contact Company field after opportunity creation.

    Changing the Contact Company ensures that related data such as Events, Contact Persons, Employees, Budget, and Documents can follow the opportunity as needed. This eliminates the need to close and recreate opportunities when the correct company is identified later in the sales process.

    If a budget has already been created for the opportunity, the Contact company cannot be changed. This restriction ensures consistency in financial data and prevents misalignment between budget allocations and customer records.

    This feature is only available for open opportunities. Once an opportunity is closed or converted to a project, the Contact Company becomes fixed.

    Remove Unused Groups

    Deltek Tracking: 1263129

    To improve user access management, especially for long-term Maconomy customers with a large number of window groups, this feature introduces the ability to delete unused window groups.
    Groups that are not assigned to any users except for administrator can now be deleted. If a group is still assigned to a user, the system will block deletion and display an application error message. In addition, once a group is added to a user in Access Control » Users » User Groups table, the entry becomes non-editable to prevent accidental changes.

    Changes to Maconomy 
    • The Access from column has been removed from the Windows Groups workspace in Setup » Access Control, as it is no longer relevant.
    • The Group Name field in the User Groups table under Access Control » Users now uses a searchable window instead of a dropdown, making it easier to locate and assign groups.

    Pagero OAuth URL Change

    Deltek Tracking: 2221809

    Pagero has introduced new OAuth2 token endpoints and will deprecate the old one by February 1, 2025. To ensure seamless integration between Pagero and Maconomy, you must update the url.pageroauthurl setting in the extension.ini file to https://sso.pageroonline.com/oauth/v2 when enabling e-Invoicing in Maconomy.

    Decommissioning the Workspace Client

    Deltek Tracking: 1875551
    Starting with this release, the Workspace Client is officially decommissioned. All Maconomy functionality is now fully accessible through the web client.

    Additional Invoice Details Now Available in Web Client

    Deltek Tracking: 2350825
    You can now select additional details to be printed on invoices in the web client. This enhancement gives you greater control over the information printed on invoices.

    Specifically:

    • Jobs » Jobs » WIP Invoice » Invoice Selection tab: The Details card now includes the following checkboxes:
      • Show Customer Balances On Invoice
      • Show Customer Statement On Invoice
      • Show Customer Aging On Invoice
      • Show Write Down Separately
    • Jobs » Jobs » Invoice on Account » Invoice on Account tab: A new Details card has been added with the following checkboxes:
      • Show Customer Balances On Invoice
      • Show Customer Statement On Invoice
      • Show Customer Aging On Invoice

    Changes to Maconomy

    The following areas of the web client are updated to support this functionality:

    • Jobs » Jobs » WIP Invoice » Invoice Selection tab 
    • Jobs » Jobs » Invoice on Account » Invoice on Account tab

    Configurable List of Genders

    Deltek Tracking: 1256817

    By default, the list of gender options available for an employee is limited to four fixed values. With this enhancement, you can now define custom gender options in Maconomy.

    To support this feature, a new Genders workspace is added under Setup » Employees. In this workspace, you can:
    • Modify the default gender values.
    • Create custom gender options.
    Any custom gender value you create will appear in the Gender dropdown list in the Human Resources » Employees workspace.
    In addition, you can also import gender values in the Import » Basics » Import Genders reference workspace.

    Changes to Maconomy
    The Genders workspace is added under Setup » Employees.

    Field Title Checks and Duplicate Field Updates

    Deltek Tracking: 1839199 and 2350833
    Some field titles have been updated or renamed to enhance consistency across workspaces and integrations, and to prevent duplication.

    See the Field Updates section for a list of affected fields. For technical teams, further details on the field name changes are available in the API Changes section.

    Enhanced License Information in Maconomy

    Deltek Tracking: 1853477
     
    Previously, Maconomy only displays the number of licensed users. With this enhancement, the Active Users field is added in the card of the Installation Details workspace. This field shows the maximum number of active users on any given date, including future dates. The count includes all users who are or will be valid at any point in time, ensuring that future active users are considered, while also counting for users scheduled to become inactive, counting them only for the periods they are active. System users are not included in the count.
     
    Changes to Maconomy
    A new field, Active Users, is added in the card under Setup » Utilities » Installation Details workspace.
  • Web Client Framework

    Lazy Loading of Workspaces

    Deltek Tracking: 2405588
    Certain workspaces—specifically  reference and test workspaces—are now converted into deferred or "lazy-loaded" workspaces. These workspaces are separated into standalone configuration files and loaded from the server only when accessed by the user. This change reduces the web client's initial load time and memory usage.
    Standard workspaces remain embedded in the main configuration file (application.json), and are still downloaded and parsed by the browser every time the web client is opened.
    Note: Proxy functionality (used for long text versions of workspaces) is not yet supported for deferred workspaces.

    Changes to Maconomy
    All reference and test workspaces are now available in the standard web client menu, but are hidden from all users except administrators.

    Setup Instructions
    If customers upgrading from a previous Maconomy version want to add the reference workspaces to their custom menu, they will need to add these workspaces to their menu specification file.

    Upload and Display Images in Web Client Workspaces

    Deltek Tracking: 2405587
    You can now upload, display, and manage images across various workspaces in the Web Client.
    Add images to:
    • Employee records
      • Employees can upload their own picture in the Self-Service » Employee Record workspace.
      • HR users can upload pictures on behalf of employees in the Human Resources » Employees workspace.
    • Customer records
    • Job records
    • Vendor records
    • Contact Company records
    • Contact Person records
    To upload an image, click the image in the header or use the Profile Image field in the table. You can crop, resize, and remove images directly from the interface.  Where supported, images are displayed across avatars, headers, cards, tables, list views, and search dropdowns.

    Images can be inherited automatically in specific cases, such as from a Contact Company to a Customer upon conversion. For global Customers or Vendors and their associated Company Customers or Company Vendors, inheritance depends on the linking rules configured in your setup.

    Image fields support Maconomy’s user masking functionality, including masking of employees, contact persons, and vendors. For employees, image visibility is also controlled via Employee Field Access, where the Profile Image field is enabled by default after upgrade.

    Supported file formats are PNG and JPG. The default maximum upload size is 10 MB.
    This feature is enabled by default.


    Changes to Maconomy
    To support this functionality, the following areas are updated:

    Self-Service
    • Weekly Time Sheets
    • Daily Time Sheets
    • Absence
    • Employee Record
    • Employee Dashboard
    Approvals
    • Absence Approval
    • Allowance Approval
    • Time Sheet Overview
    • Time Sheet Status
    Absence Management
    • Employee Allowance
    • Absence Approver Overview
    • Secretary Absence Overview
    CRM
    • Contact Companies
    Jobs
    • Dashboard
    • Job Home
    • Estimating
    • Budgeting
    • Purchasing from Budget
    • Quotes
    • Time & Expense Approval
    • Risk Management
    • Change Register
    • Progress Evaluation
    • WIP Invoice
    • Invoice on Account
    • Job Invoice Allocation
    Accounts Receivable
    • Customers
    • Company Customers
    • Customer Invoicing
    • Credit Control
    Accounts Payable
    • Vendors
    • Company Vendors
    Human Resources
    • Employees
    • Team Absence Overview
    User Avatar Display

    Ask Dela
    • Chat window (user avatar display)
    Reference Workspaces
    • API
      • Setup » Set-up » Current Employee API
      • Human Resources » Employee Dashboard
    • Accounts Payable
      • Set-up » Company Specific Vendor Information Card
      • Set-up » Vendor Information Card
    • Accounts Receivable
      • Set-up » Company Specific Customer Information Card
      • Set-up » Customer Information Card
    • Contact Management
      • Set-up » Contact Company Employees
      • Set-up » Contact Persons
      • Registration » Opportunities
      • Registration » Opportunity Employees
    • Job Cost
      • Creation » Employee Control
      • Creation » Jobs
      • Registration » Time Sheets
    • Resource Planning
      • Allocation » Absence Calendar Lines
      • Allocation » Absence Entry Overview
    • Set-Up
      • Set-up » Conversations
      • Set-up » Employee Field Access
      • Set-up » Employees
      • Set-up » Show Employees

    Improved Maconomy User Interface

    Deltek Tracking: 1948653
    The user interface of the Maconomy web client has undergone several improvements. Some of the changes are:
    • New product logos
    • Updated login page
    • Updated color palettes for both light and dark modes
    • Condensed layouts to maximize screen real estate
    • Relocation of some actions
    • Updated icons for menu groups, menu shortcuts, and actions
    • Updated tab design
    This enhancement is available by default.

    Compact View of Workspaces

    Deltek Tracking: 2036452
    Fields in workspace cards and assistants are now displayed in compact mode. That is, fields and their values are now aligned horizontally, resulting in a more space-efficient layout and helping users view more information at a glance.
    Note: This enhancement also affects panels and info bubbles. When space is limited, Maconomy automatically reverts to vertical alignment of fields and their values.

    Setup Instructions
    This enhancement is enabled by default. To switch back to vertical alignment, system administrators can edit the settings.json file by setting the layout's compact property to false.

    Cookie Consent in Maconomy

    Deltek Tracking: 2240655
    To comply with various data and privacy laws as well as Deltek's updated cookie policy, cookie consent is now added to the Maconomy web client. Enabled by default, the Cookie Settings dialog box displays before a user's first login and may appear periodically thereafter.

    Choose from the following options:
    • Accept All Cookies - Select to allow all cookies and experience full Maconomy functionality.
    • Accept Only Required Cookies - Select to allow only required cookies. This may limit the functionality of some features.
    • Open Cookie Settings - Select to expand further cookie options, then click Submit Preferences.
      • Required Cookies - This is always enabled and is needed for Maconomy to function.
      • Functional Cookies - Select to allow cookies that permit particular functions such as retaining login details. If you leave this turned off, some Maconomy features may not work as intended.
      • Analytical Cookies - Select to allow cookies that provide data analysis and enable functionality such as usage tracking. If you leave this turned off, some Maconomy features may not work as intended.
    To update your cookie consent in-app, click the avatar icon on the top right corner of the menu, then select Cookie Settings from the dropdown.

    Refer to the Cookies section of the Deltek Maconomy Web Client Install Guide for detailed information about the following:
    • The list of cookies with brief descriptions and their categorization
    • Instructions for disabling cookie consent. If your company chooses to disable this feature, Maconomy will continue to store all cookies, with users having no option to control what type of cookies are stored.
    In these Release Notes, see Usage Tracking with Gainsight PX (Deltek Tracking: 2410911) for more information.

    Menu Search Field Now Displayed by Default

    Deltek Tracking: 2405585
    For users with access to more than 25 workspaces, the Maconomy web client now displays the Search field on the menu by default. To override this, users can clear the Show menu search field checkbox in the My Settings dialog box.
    Note: Regardless of the number of workspaces, extension consultants have the option to control the search property setting globally in the settings.json file. User preference will always override the global setting.

    Usage Tracking with Gainsight PX

    Deltek Tracking: 2410911
    Usage tracking is now enabled by default in the Maconomy web client. Deltek uses Gainsight Product Experience (PX), a third-party analytics platform that provides product usage insights. Gainsight collects generic application usage statistics such as browser type and country, but it does not collect personal user information.
    The new Enable Usage Tracking system parameter is introduced as part of this functionality. The next section provides more detail on how to disable usage tracking globally and/or individually.
    Note: When Gainsight is enabled, you may notice an increase in the number of network requests. This is expected behavior and does not affect performance.

    Setup Instructions
    The Enable Usage Tracking system parameter is enabled by default. To disable the functionality globally, system administrators can clear the checkbox for this parameter in the System Parameters workspace. The change will take effect for all end users on their next login.
    If usage tracking is enabled globally and end users want to disable it, they can access the Cookie Settings dialog box (at login, or via the avatar icon on the top right corner of the web client menu) and toggle off the Analytical Cookies option. The change will take effect after the end user reloads their browser window.
    If the Enable Usage Tracking system parameter is enabled but cookie consent is disabled, end users cannot opt out of being tracked.

    Changes to Maconomy
    The System Parameters workspace is updated.

    List View as New Default for Workspaces

    Deltek Tracking: 2139065
    Workspaces now open in list view. Users can still click the Toggle View action to switch to the detailed view which shows all of the tabs, cards, tables, and assistants in a workspace.
    This enhancement is available by default for all workspaces that have a list view. However, you can update your configuration if you want all or specific workspaces to open in detailed view.

    Progress Bars in Tables and Filters

    Deltek Tracking: 2326402
    Progress bar fields, initially added as a customization option in an earlier release, are now available by default in the tables of selected web client workspaces.

    Changes to Maconomy
    The following workspaces are updated:
    • Pipeline (Opportunities table)
    • Job Portfolio Dashboard (table)
    • Progress Evaluation (list view; Tasks table on Progress Evaluation tab; Hours and Cost tables on History tab)

    Prevent Missing Navigation Parameters in Web Client Containers

    Deltek Tracking: 2265093
    Web client dialogs that require navigation parameters must have them explicitly defined. If a dialog depends on navigation parameters but none are specified, Maconomy will require them to ensure correct filtering and navigation.
     
    When a card field or variable is designated as a navigation parameter, it cannot be modified in the same save operation along with other table fields or variables. This prevents situations where a value is changed simultaneously on a card and in a related table, but the value on the card affects the table selection. In this case, if the card value is a navigation parameter, Maconomy prevents the save operation and displays an error message.
     
    Example Scenario
    If you do the following:
    •  Open "Posting" which should contain some lines.
    •  Mark a line for posting (don't save).
    •  Restrict the Selection Criteria to show different lines and save.
    In such a scenario, Maconomy cannot determine whether you intended to modify the current table or the table that would result after applying the new criteria. This creates an ambiguous state.

    To resolve this ambiguity, the Selection Criteria field is defined as a navigation parameter, meaning it can only be saved independently, without allowing simultaneous changes to other variables. This ensures clarity and avoids conflicting user intentions.
  • Time and Expense

    Prevent Changes to Time Sheet Lines After Reallocation

    Deltek Tracking: 2309623
    You can now control whether users are allowed to modify time sheet lines that have already been reallocated. A new job parameter named Prevent Changing of Reallocated Time Sheet Lines lets you configure whether to allow changes, issue a warning, or block changes entirely. This helps prevent data inconsistencies and duplicate adjustments by ensuring users are aware of prior reallocations.

    This job parameter offers three control levels:
    • Ignore: Users can edit reallocated lines without restriction. This is the default setting.
    • Issue Warning: Users receive a message, but can proceed with changes.
    • Issue Error: Users are blocked from editing reallocated lines.
    This applies to both daily and weekly timesheets, as well as to full and partial reallocations.

    Changes to Maconomy
    The following areas are updated to support this functionality:
    • Setup » Job Cost » Parameters » Job Parameters
    • Time Entry Workspaces (reference workspaces):
      • Time Sheets
      • Daily Time Sheets
      • Time Registration
      • Daily Time Registration
    • All workspaces that show time sheet lines

    New Assistant for Approving Time Sheets in the Approval Center

    Deltek Tracking: 2462861
    A Time Sheet assistant is now available in the Time Sheets tab of the Approval Center workspace. Like the existing line-level wizard, the assistant offers users an alternative way to view and quickly approve or reject time sheets.

    Changes to Maconomy
    The Approval Center workspace is updated.
  • BPM and Statutory Reporting

    UK - Tax Submissions: Improved Retrieval of Fraud Prevention Headers

    Deltek Tracking: 1931843

    The Tax Submissions report has been updated to comply with the UK Making Tax Digital (MTD) requirement of retrieving Fraud Prevention Headers (FPH) automatically. The FPHs are then sent to the HMRC via the Get VAT Obligations and Submit VAT Obligations actions.

    Automatic Header Retrieval
    Deltek Tracking: 2353774, 2353771
    Maconomy now automatically captures the required Fraud Prevention Header (FPH) values during login sessions. These values are essential for successful submission of VAT data to HMRC.

    The following header values are now extracted from login sessions:
    • Gov-Client-Browser-JS-User-Agent
    • Gov-Client-Multi-Factor
    • Gov-Client-Public-IP-Timestamp
    • Gov-Client-Public-IP
    • Gov-Client-Public-Port
    • Gov-Vendor-Public-IP
    • Gov-Client-Device-ID
    • Gov-Client-Screens
    • Gov-Client-Timezone
    • Gov-Client-Window-Size
    Refer to the BPM Country Reports Guide for more information on the UK Tax Submissions headers.

    Screen Information Limited to One Monitor
    Currently, the function to get screen information (getScreens():STRING) can provide the configuration of one main monitor even if there are multiple monitors set up due to web browser limitations.

    Norway - VAT Return Data Export

    Deltek Tracking: 1867716
    The VAT Return (Data Export) workspace has been added to the Web Client. You can use it to generate an XML file that contains aggregated data for tax entries grouped by standard tax codes. The Norwegian Tax Authority (Skatteetaten) allows you to manually upload this XML file to their website as part of your tax submissions. To access the report, navigate to Reporting » Norway » VAT Return (Data Export).

    Netherlands - DAF: Dutch Audit File Version 4.0 Update

    Deltek Tracking: 2329576
    The Maconomy Dutch Audit File (DAF) data export has been updated to comply with the DAF version 4.0 released by the Dutch government. The update includes reducing the total number of XML fields from 250 to only 90 fields, as well as modifying existing fields to enhance the functionality and usability of the audit file.

    Sweden - SIE: 3.0 Updates

    Deltek Tracking: 1674678

    Multiple Companies in Report
    The Standard Import/Export (SIE) report now includes data for multiple companies that use the same company tax number. When you select the Include All Company On Tax No. checkbox on the selection criteria, the report consolidates accounting information into one file.

    Note: The header information is from the company specified in the Company No. field.

    Warning for Selecting More Dimensions
    The SIE report is updated such that if you select more than four dimensions on the selection criteria, a warning message displays about serious performance issues while generating the report. It is recommended you select up to two dimensions at a time.

    Updated Technical Universe Documentation in RPUs

    Deltek Tracking: 2335844
    Among the files extracted from the BPM Reporting Packing Unit (RPU) are the files in the Documentation folder, which contain detailed documentation of the BPM universes. There is an HTML file for each universe listing the following information: Folders, Dimension objects, Measure objects, Attribute objects, and filters. For each object, the object description is stated.

    From Maconomy 3.0, the Documentation folder now includes XML files stating more technical aspects of each universe. The technical aspects are, for instance, CUIDs of universe objects, table definitions (including full SQL statements of derived tables), joins, contexts and lists of values. For each universe, there is an XML file for Oracle and one for SQL Server.

    These XML files provide full transparency of the universes and changes in between releases.  

    Removed Spaced in ETL Names

    Deltek Tracking: 2407453
    Maconomy now uses camelCase formatting for ETL job, transformation and folder names, replacing previous names that included spaces.

    Maconomy Essentials: Removal of Deprecated Reports

    Deltek Tracking: 2416752
    The following cloud reports have been removed from Maconomy Essentials, and you can use the corresponding enhanced reports instead:
    • Cloud_Utilization: Covered by the Utilization My Employees report
    • Cloud_Utilization and Average Price, 12 month rolling: Covered by the new charts in the Utilization report
    • Cloud_Utilization Rate: Covered by the Utilization report
    • Cloud_Utilization, by Employee: Covered by the Utilization My Employees, by Employee report
    • Cloud_My Employees Utilization: Covered by the Utilization My Employees report
    • Cloud_My Utilization: Replaced by the My Utilization report.
    • Cloud_Realization: Covered by the Realization My Employees report
    • Cloud_Realization, by Employee: Covered by the Realization My Employees, by Employee report
    To access the enhanced reports, go to Reporting » Management Reports and select the report you want to generate. Additionally, the cloud universes supporting these reports have also been retired.

    Note: This feature refers specifically to Maconomy Essentials, where the cloud reports have now been removed. However, the enhanced reports are available in the Reporting menu on Maconomy.

    Updates to Realization Universe and Reports

    Deltek Tracking: 2262632
    The following reports have been enhanced to better measure the realization and profitability of employees who work on a project:
    • Realization
    • Realization My Employees
    • Realization My Employees, by Employee
    • Realization, by Employee
    This release includes the following updates to the Realization universe and reports:

    Universe
    • Added Entity dimension, which pulls from the dimension table both the Entity name and Entity description.
    • Added Employee Entity dimension, which pulls from Employee dimension table both the Employee Entity name and Employee Entity description.
    • Updated the navigation paths for Employee Hierarchy and Employee Company Hierarchy, as follows:
      • Employee Hierarchy: From Employee Company » Location » Employee Category » Employee » Job to Company » Entity » Employee Category » Employee » Job
      • Employee Company Hierarchy: From Employee Company » Employee Location » Employee Category » Employee » Job to Employee Company » Employee Entity » Employee Category » Employee » Job
    • Changed the default value for the Dimension prompt (parDimension) to 00 so the default selected Dimension is now None (00) instead of Location (01).
    Reports
    • Added Dimension to the Selection Criteria.
    • Added Employee Entity Name and Section1 in the Job Invoicing query making it possible to slice data by a chosen standard dimension.  
    • Added Section1 as a report section, which shows the dimension based on the prompt selected. If you select 00 or None, this report section is hidden.
    • Report drilling hierarchy is now in this order: Company » Employee Entity » Employee Category » Employee » Job.

    Employee Time Overview: Additional Filters

    Deltek Tracking: 2352419
    The Employee Time Overview report has been enhanced with filtering capabilities to ensure that logged-in users only view data they are authorized to access. This includes data for employees they supervise, mentor, or support in a secretarial role. Users with organization-wide access will continue to see data for all employees.

    Before using this functionality, make sure the Human Resources settings in the Access Control » Users (Permitted Misc. Actions card) workspace are properly configured in Maconomy.
  • Project Management

    Enhanced Validation of Task References

    Deltek Tracking: 1749865
    Maconomy now prevents invalid task references when you delete tasks, change task lists, or disallow tasks on jobs. This ensures data integrity across job-related records. Previously, Maconomy only issued warnings when task references were invalid, and some records could still refer to tasks no longer included in the job’s task list.

    Specifically:
    • The Task List field now blocks the update if any records use tasks not included in the new list.
    • The Disallow Tasks and Delete Task actions now check for task references across job records before proceeding.
    • When you delete a task from a shared task list, Maconomy checks all jobs using that list.
    This feature is enabled by default. Validation behavior is controlled by the new system parameter Validate Task references when changing Task List on Jobs.

    Changes to Maconomy
    The following areas are updated to support this functionality:
    • Jobs » Job Home » Information tab » Registration Details
    • Jobs » Job Home » Tasks tab
    • Setup » Job Cost » Activities and Tasks » Task Lists
    • Setup » System Setup » System Parameters

    Ability to Undo Project Reallocation

    Deltek Tracking: 2244970
    Maconomy now allows you to delete draft job reallocation journals and revert posted ones. This functionality is managed in a new workspace named Job Reallocations, and the previous Job Reallocation workspace is now renamed to Job Reallocation by Entry. A set of company-specific system parameters has been introduced to control whether draft journals are automatically submitted and approved when created.
    • When the parameters are enabled (default):
      • Draft journals are submitted and approved automatically
      • After approval, the journal becomes available for posting. Posting behavior depends on your system's posting settings.
      • Reverting a posted job reallocation journal creates a new draft journal for approval that reverses all lines in the original journal and makes the original transactions available for reallocation.
    • When the parameters are disabled:
      • Draft journals must be manually submitted and approved.
      • You can review the reallocation details before posting.
      • You can delete a draft journal to cancel the reallocation and reopen the original transactions.
      • You can revert posted journals in the same way as when the parameters are enabled.
    For a full list of parameters, see the System Parameters section in the Maconomy Reference Guide.

    Changes to Maconomy
    The following areas are updated to support this functionality:
    • Jobs » Job Administration » Job Reallocation
      • Job Reallocation by Job
      • Batch Job Reallocation
      • Job Reallocation by Entry (renamed)
      • Job Reallocations (new)
    • Jobs
      • Job Invoice Allocation
      • WIP Invoice
    • Setup » System Setup
      • System Parameters
      • System Numbers

    Enforce Zero Cost or Sales Price to Be Derived from Price List Lines

    Deltek Tracking: 1878948
    You can now explicitly enforce a cost or sales price of 0 in job price list lines. Previously, entering 0 was treated as an undefined value, and Maconomy continued to search for a value using the standard price derivation algorithm. When enforcement is applied, 0 is accepted as the final value and no further derivation occurs. This behavior is available in both general price lists and job-specific price lists.

    Use cases include:
    • Recording unpaid absence or unpaid overtime without affecting the cost
    • Assigning a cost of 0 to other roles with no cost allocation, such as trainees
    • Setting a billing price of 0 for entries that should not be invoiced
    • Preventing fallback pricing from being used when zero is the intended final value

    Changes to Maconomy
    To support this functionality, new fields are added to the table part in Setup » Job Cost » Pricing » Price Lists:
    • Zero Cost
    • Zero Billing Price
    • Zero Standard Billing Price
    • Zero Base Salary Rate
    • Zero Overhead Rate
    • Zero Intercompany Price  
    Note: These fields are added by default only in Setup » Job Cost » Price Lists, not across all layouts.
    The same fields can also be added via the column chooser in Prices in Job Home.

    Allow Revenue Recognition by Completion Percentage on Jobs with Handling of Overruns

    Deltek Tracking: 2347765
    You can now enable both Revenue Recognition by Completion Percentage and Handling of Overruns in the same job parameter. Previously, these two options could not be combined in the same job parameter. This update supports scenarios where revenue is recognized by completion percentage while ensuring that total revenue does not exceed the fixed price.

    Additional Job Cost Setup Workspaces in the Web Client

    Deltek Tracking: 2350829
    Three setup workspaces have been added to the web client to provide easier access to configurations related to jobs. This includes the following:
    • System Parameters workspace
    • System Information workspace
    • Popup Fields workspace
    These workspaces are available for users with the requisite permissions in Setup » Job Cost » System Setup.

    Job Group Filter Added to Batch Job Accrual Workspace

    Deltek Tracking: 1363884
    You can now filter accrual lines by Job Group in the Batch Job Accrual workspace. When selecting a Job Group, only accrual lines associated with jobs in the selected group display, allowing efficient processing of accruals specific to that job group.

    Changes to Maconomy
    To support this functionality, the Job Group filter is added to the Batch Job Accrual workspace (under Jobs » Job Administration » Job Accruals).

    Track Both Origin and Destination of Reallocated Job Entries

    Deltek Tracking: 2166448 and 2324735
    Maconomy now displays both the source and destination of a job entry when it is reallocated, using new fields and navigation links. Previously, job entries only showed the job and task from which they were reallocated. The original entry date and source were not retained, and the destination job and task were not shown. This limited the ability to trace when an entry was first recorded and where it was reallocated, which is relevant in audit, billing, and support scenarios.

    This update introduces the following:
    • Original Entry Date and Original Job Entry Origin fields, which display the origin of the job entry. These values remain unchanged even if the entry is reallocated multiple times.
    • Reallocated To Job Number and Reallocated To Task fields, which display the destination of the reallocation. If the entry is split, the fields show the most recent destination.
    • Go to Original Job Entry and Go to Reallocated Job Entry navigation links, which allow you to open the first job entry in the reallocation chain and the most recent destination entry, respectively.
    • All fields and links are added to the new History card in the Job Reallocation workspace and are populated automatically for existing reallocations during upgrade.

    Changes to Maconomy
    The following areas are updated to support this functionality:
    • Jobs » Job Entries » Reallocation card
    • Jobs » Job Administration » Job Reallocation » History card
    • Jobs » Job Reallocation by Job / Batch Job Reallocation (Customize Columns dialog box)
    • Jobs » Job Card / Financial Job card (Customize Columns dialog box)

    Show Intercompany and Standard Sales Price Lists on Job in the Web Client

    Deltek Tracking: 2348036
    You can now specify intercompany and standard sales price lists in the card section of the Prices tab in the web client. When a price list is specified in the card, a corresponding dynamic tab is added to the table section to display the relevant price list lines. The lines are read-only and cannot be edited from the table. 

    New fields include:
    • Intercompany Price List
    • Standard Sales Price List

    Changes to Maconomy
    To support this functionality, the card section in Jobs » Job Home » Prices tab has been updated.
  • Finance

    Global Dimension 

    Deltek Tracking: 2298744
    Finance users can now access the Global Dimension workspace in the Maconomy Web Client, improving financial reporting efficiency. This update enables finance users to manage global dimensions directly in the web client.

    The workspace is located in G/L Cockpit » Companies.

    See the Deltek Maconomy Web Client User Guide for more information.

    Approvals Overview 

    Deltek Tracking: 1875646
    The web client now includes a new Approvals Overview submenu under the Approvals menu. This submenu provides access to the following workspaces:
    • Approvals by Employee
    • Approvals by Employee Group
    • Approvals by All
    These workspaces allow super users to efficiently monitor and manage outstanding approvals across approval hierarchies. This feature replicates the corresponding functionality from the workspace client, optimized for easier access and navigation in the web client.

    Note: Approvals by Employee Type is not supported in the web client. It is recommended to use Employee Groups instead of employee types.

    See the Deltek Maconomy Web Client User Guide for more information.

    Changes to Maconomy
    These workspaces are located under the Approvals » Approvals Overview submenu.

    Credit Control

    Deltek Tracking: 1520987
    The Credit Control workspace is now available in the web client. This workspace gives credit controllers a clear view of outstanding invoices for each customer and lets them log call details as events whenever they contact a customer. Along with this update, the old Credit Control notification types have been removed and replaced with new ones. These new notifications work the same way but are treated as new records in the system.

    After the upgrade, you will need to manually add the new Credit Control notifications to the appropriate notification groups. To keep the system running smoothly, we recommend assigning these notifications only to groups that include users who handle credit control tasks. Avoid assigning them to all users. For steps on how to add a notification group, please refer to the Add a Group to a Notification procedure.

    See the Deltek Maconomy Web Client User Guide for more information.

    Changes to Maconomy
    This workspaces is located under the Accounts Receivable » Credit Control.

    Approval Hierarchy Setup in the Web Client

    Deltek Tracking: 2388715
    Users can now set up and manage approval hierarchies directly in the Web Client. This includes everything from defining rules to organizing employee groups and advanced references.

    Users can define approval hierarchy rules by approval type, set up selection criteria and approval chains, configure related system parameters, and create or manage both employee groups and advanced references.

    To support these functionalities, the following workspaces have been added to the web client:
    • Approval Hierarchies Rules
    • Approval Hierarchy Selections
    • Employee Groups
    • Advanced References

    Changes to Maconomy
    These workspaces have been added under Setup » Approval Hierarchies submenu in the Web Client.

    See the Deltek Maconomy Web Client User Guide for more information.

    Approval History Now in Expense Sheet Status

    Deltek Tracking: 2447484
    Users can now view detailed approval history directly in the web client for the Expense Sheet Status workspace. The new tabs, Approval Overview and Approval Changes, provide visibility into who approved or rejected each item, along with deadlines, approvers, and timestamps. The Approval Changes tab also logs all field level updates made during the approval process, including who made the change and the before and after values. These tabs appear only when an approval group instance key is present.

    Consistent Availability of Approval Actions Across Maconomy

    Deltek Tracking: 1735484
    The availability of approval actions Approve, Reject, Undo, Approve All, Reject All, and Undo All is now correct and consistent in Maconomy. In addition, all Web Client layouts for available approval relations have been updated to determine the availability of Approval Header and Group approval actions using the new and improved method.

    Adding Predefined Restrictions to Vendor Searches

    Deltek Tracking: 2278831
    You can now apply predefined search restrictions to advanced searches for vendors and company vendors in the web client. The following global settings are available:
    • Vendor
      • Active Vendors (default)
      • All Vendors
    • Company Specific Vendor
      • Active Company Specific Vendors (default)
      • All Company Specific Vendors
    Changes to Maconomy
    By default, the advanced search dialog boxes for vendors and company-specific vendors in the web client are updated. These dialog boxes now include a predefined dropdown with the following restrictions: Active Vendors, All Vendors, Active Company Specific Vendors, and All Company Specific Vendors.

    New Standard Chart of Accounts Workspaces

    Deltek Tracking: 2197912
    You can now map either a global or local Chart of Accounts (COA) to a standard COA on Maconomy. The addition of Standard Chart of Accounts workspaces supports setups where finance data from Maconomy is integrated with a separate General Ledger system.

    Additionally, the standard COA must be configured and assigned to all global or local accounts as a prerequisite for generating statutory reports that comply with country-specific requirements, such as VAT returns.

    Note: The BPM and statutory reporting functionality will be available in an upcoming Maconomy version.

    Changes to Maconomy
    The following workspaces have been added to support this functionality:
    • Reference Workspaces » General Ledger » Standard Charts of Accounts
    • Reference Workspaces » General Ledger » Standard Accounts
    • Reference Workspaces » Import » General Ledger » Import Standard Charts of Accounts
    The following workspaces have been updated to support mapping:
    • Reference Workspaces » Set-Up » Set-up: added Standard Chart of Accounts Name card
    • General Ledger G/L Cockpit » Chart of Accounts »  Accounts: added Standard Account No. field
    • General Ledger G/L Cockpit » Chart of Accounts » Local Chart of Accounts: added Standard Chart of Accounts Name field
    • General Ledger G/L Cockpit » Chart of Accounts » Local Accounts: added Standard Chart of Accounts Name field

    Tax Depreciation Enhancement

    Deltek Tracking: 1681432
    Previously, the tax depreciation value was adjusted by the same adjustment applied to book depreciation.

    You can now update the tax value without affecting the book value. The Tax Write-Up and Tax Write-Down fields are added to make adjustments to the tax value in addition to the regular adjustments that affect the tax value and book value.
    When creating adjustments, the following should also be included in this update:
    • The tax value and book value are affected when the book write-up and book write-down are adjusted.
    • The tax value is only affected when the tax write-up and tax write-down are adjusted.
    • All other adjustments that affect the book value still affect the tax value when the book value is adjusted.
    The updates are located in the Fixed Assets workspace in the Workspace Client.
  • System Admin

    Enhancements to Background Task Framework and Schedule Rules

    Deltek Tracking: 1880534
    With this Maconomy release, the following enhancements have been implemented:

    Key Generators
    • Added the Allow Duplicate Keys field. The key generator, by default, filters out identical keys. Mark this field if you want the key generator to keep identical keys.
    • Expression fields are no longer indicated via an additional field. Now, excel-style expressions (or values that start with '=') are interpreted as expressions.
    Schedule Rules
    • Added the Allow Duplicate Tasks field. The schedule rule, by default, does not generate multiple tasks that have identical fields. Mark this field if you want the schedule rule to generate tasks that have identical fields.
    • Added Next Due field. This field displays the next scheduled date and time when this rule will run based on its trigger pattern.
    • Added Expression-style fields. Expression fields are no longer indicated via an additional field. Now, excel-style expressions (or values that start with '=') are interpreted as expressions.
    • Sub Rules have been removed and replaced with Local Rules.
      • Local Rules are "local" to the Sequential Rule.
      • Local Rules can have "Local Key Generators" (which are created via the Create Local Key Generator action, and removed via the Remove Local Key Generator action).
    • Added Convert To Sequential Rule action. This action allows you to convert a single schedule rule to a sequential schedule rule. This means that the single rule becomes a local rule in the newly created sequential rule.
    • Added Delete All Test Tasks action to Test Bed. This action allows you to delete all test tasks generated from the test bed in this rule.
    • Added Copy Schedule Rule action, which lets you copy a schedule rule.
    Background Tasks
    • Added Rule Execution Id field. This value identifies tasks generated from the same rule execution.
    • Added Parent Schedule Rule field. This field is set to the name of the parent rule on tasks generated from local rules.

    Removed MCron Support

    Deltek Tracking: 2069556
    From Maconomy 3.0, MCron is no longer supported, and the associated code has been removed from the product. Customers are encouraged to transition to the Background Task Framework for scheduling requirements.

    Refer to Enhancements to Background Task Framework and Schedule Rules (Deltek Tracking: 1880534) for more details.

    Background Task Updates 

    Deltek Tracking: 1925793
    We have migrated Background Task functionality to the web client and enhanced some functionality. Background Task functionality is fundamentally different between Maconomy 2.6 and 3.0. See the Background Tasks Guide for details. 

    Migrated and updated workspaces include:
    • Management workspace - Use to control whether the Background Task functionality is enabled, and what's the status on different levels / nodes (system, host, PID, thread), see Background Tasks based on certain criteria (such as specific access control), clean up (delete) background tasks, and get a visual indication of the Background Tasks. 
    • Status workspace - Use to provide Status information Background Tasks.
    • Schedule Rules workspace - Use to create and manage schedule rules. 
    • Key Generators workspace - Use to manage (create, edit, delete, test) key generators.
    • Tasks workspace - Use to create Background Tasks manually, as well as edit inactive and pending background tasks. 
    • Template Schedule Rules workspace - Use for generating schedule rules, based on the template (default) schedule rules. 
    • Sub Rule workspace - Use to create and manage sub rules.

    Support for MCSL Configuration Fragments

    Deltek Tracking: 2394137, 2226668
    It is now possible to add custom fragments to the root MCSL configuration file (CouplingConfiguration.mcsl.xml). All files with a .mcsl.xml extension found in the customization folder hierarchy are interpreted as fragments to the root MCSL configuration. The use of MCSL fragments to extend the standard configuration is highly encouraged. The option to completely overwrite the standard root MCSL configuration with a custom specification will eventually be disabled by default.

    This enhancement allows users to create MCSL customizations without needing access to the exact contents of the standard MCSL file. It is now easier to develop generic and reusable extensions, and this is also important in containerized systems where the standard installation functions as a black box. This approach also lessens the risk of configuration errors during major version upgrades, where copying a previously customized full MCSL file often led to unintentionally reverting changes made to the standard MCSL file in the new version.

    Fragment Merge Rules for MCSL Specification

    Fragments merge into the resulting MCSL specification according to the following rules:
    • Update Sites: Sites in fragments are added to the list of sites.
    • Dictionaries: Dictionaries listed in fragments are added to the dictionary list. The All attribute value from the fragment takes precedence, even if this is the implicit default value of false.
    • Popup Sort Order: Specifications are added to the existing list. Redefined sort order specifications override existing ones.
    • Access Definitions:
      • Access lists for new sources are added.
      • Access lists for already defined sources are added to the access lists of the existing sources.
      • If the Access-all specification is redefined by a fragment, the fragment’s version takes precedence.
    • Environment Definitions:
      • Field definitions with new names are added.
      • Field definitions for already defined names are added to the existing definitions.
      • New binding definitions are added to the list of bindings. Fields in existing binding definitions cannot be removed.
    Fragments Containing Changes

    As part of this enhancement, placing a full CouplingConfiguration.mcsl.xml file in the extension layer is no longer supported. Instead, existing configuration should be rewritten as fragments that contain only the necessary changes.

    To improve clarity and maintainability, consider splitting fragments logically:
    • PSOCommonConfiguration.mcsl.xml – shared changes for MCS and CPA
    • MCSConfiguration.mcsl_MCS.xml – MCS-specific changes
    • CPAConfiguration.mcsl_CPA.xml – CPA-specific changes

    Masking Workspaces Added to the Web Client

    Deltek Tracking: 2350823
    The Masking submenu, which allows you to manage and mask personal information for individual employees, users, or companies, has been added to the web client under the Human Resources menu group. It consists of two workspaces:
    • User Masking
    • Company Masking
    Note: To perform company masking, you must first enable the Allow User Masking for Company system parameter.

    Changes to Maconomy
    The Human Resources menu group has been updated to support this functionality.

    Deprecation of Legacy System Parameters

    Deltek Tracking: 2360135
    You can now identify system parameters that are no longer used in Maconomy. These are marked/flagged using a new Deprecated column and are excluded from search filters in other workspaces.

    In the System Parameters workspace, two new search filters are also added:
    • Active: displays parameters currently used by Maconomy
    • Deprecated: displays parameters no longer used by Maconomy
    The following system parameters have the Deprecated field marked:
    • CopyPaymentInformationFromReferenceInvoice
    • defaultOpportunityBudgetType
    • defaultForecastBudgetType
    • myPlanURL
    • myPlanURLPortal
    • ShowJobPreInvoiceReconciliationInWorkspaces
    • PlanningAssistantURL
    • CapacityOverviewURL
    • ShowPlanningAssistantInJobBudgets
    • ShowPlanningAssistantInPeriodicJobBudgets
    • ShowPlanningAssistantInProgressEvaluation
    • ShowResourcingOverview
    • EnableDarkTheme
    • EnableCustomFonts
    • ShowStandardReports
    • PreferBPMReports
    • EnableTrafficLiveIntegration
    These parameters are no longer used and may be removed in a future version.
    Changes to Maconomy
    The following area is updated to support this functionality: Setup » System Setup » System Parameters.

    Certifications

    Deltek Tracking: 2124427, 2326729
    • Android 15
    • macOS 26 Tahoe
    • macOS 15 Sequoia - 15.4 to 15.7
    • Firefox 140 ESR
    • Oracle 19c – for Linux
    • Oracle 23c – for BPM
    • Oracle Linux (OEL) 9 – for Web Client
    • Pentaho 10.2 – for BPM
    • Redhat Enterprise Linux version 9.0 – for BPM
    • PostgreSQL 14 & 15 – for BPM
    • Apache Tomcat 9.0.86 with Oracle Java 11.x or 17.x – for BPM
    • Apple iOS 26 – for Touch 4.6

    Support for Unicode Surrogate Pair Characters

    Deltek Tracking: 2375334
    Maconomy now supports the use of Unicode surrogate pair characters in all text fields. Surrogate pair characters are Unicode characters that cannot be represented as a single 16-bit Unicode value, and they include various non-western character sets as well as emojis and other special characters. While these characters are no longer prohibited by Maconomy, they are still treated as two consecutive characters by Java. Java extensions that perform advanced text manipulation, such as truncating a string or splitting a string into multiple strings, should not execute in the middle of a surrogate pair.

    MConfig: Risk of ROWID Overflow Detection

    Deltek Tracking: 2414699
    In Maconomy 3.0, MConfig has been enhanced to detect potential ROWID overflow in the ITEMIZEDUSERACCESSLEVEL table. If the integer value approaches 1,800,000,000 (with the maximum for int being 2,147,483,647), MConfig displays a warning to alert users of the risk.

    Deprecation of MCron and Display2

    Deltek Tracking: 2472173
    From Maconomy 3.0 onwards, support for MCron, Display2, and vttool is removed. The MCron field in Shortname is hidden in all applications, and all Display2 checks are eliminated.

    Note: Installing a new global TPU without MCron automatically deletes the MCron service and any associated INI files without warning, even if older applications still reference them. On the next planner run, any missing MCron INI files are recreated, but no service exists to process them. To prevent this issue, retain the MCron service if any shortnames still rely on it. A warning indicates that MCron from an older TPU is in use.
  • REST API

    Valkey Installation

    Deltek Tracking: 2273684
    To enable new capabilities, Maconomy now integrates with Valkey, a high-performance in-memory data store. This integration is essential for optimizing several key system functions, such as:
    • Long-running operations for managing background jobs and asynchronous events
    • Caching and fast retrieval of images
    • Improving the reliability and speed of file-based workflows
    Valkey is a mandatory prerequisite for Maconomy 3.0 and later versions. If the system runs without a properly configured Valkey server, the above-mentioned features will fail to work. System administrators must install and configure a Valkey server for their Maconomy environment. For Deltek Maconomy Cloud customers, Valkey will be provided by Deltek Cloud Operations.

    Refer to the Deltek Maconomy System Admin Guide for more information about installing Valkey.
  • Performance

    Improved Performance in Tables and List Views

    Deltek Tracking: 2418567
    List views in the Maconomy web client now support virtual columns. In addition, all other tables now support virtual cells.
    These optimizations have resulted in the following improvements:
    • Tables are created more quickly when the user opens a workspace, and respond more efficiently to changing table data.
    • The more efficient rendering of tables contributes to smoother vertical and horizontal scrolling.
  • People Planner

    Enhancements in the Web Admin Tool

    Deltek Tracking: 2277854, 2363437, 2389604
    This release introduces several enhancements to the Web Admin Tool, giving system administrators more flexibility in configuring the system. This includes the following:
    • Home: This window is updated to display two tabs: Version and License. The Version tab displays system information (version number, database name, version history, and so on). The License tab shows your People Planner license details and allows you to validate or update the license.
    • Users: A Language column has been added to this window for sorting/filtering users by language. A new Manage button is also available to enable you to assign or update a user’s roles. You can also view the user’s privileges, data limitations, and shared web layouts granted by their assigned roles.
    • Resources: Windows have been added or updated under the Resources menu.
      • Resources: This existing window has been updated with new columns: Common Calendar, Current Work Week Hours, Executing Department, Company.
      • Work Week Hours: View the available work week calendars.
      • Common Calendars: View the available common calendars.
      • Categories: View the available resource categories.
    • Languages: A dropdown has been added to this window to enable you to select an available dictionary to export to a JSON file.
    • Tasks: Support has been added for importing data from external sources via SQL/Oracle databases in the Custom Import Mappings tab of this window.
    • Setup Menu: This new menu includes the following configuration windows.
      • System Settings: General system configuration options.
      • Project Dimensions: Manage dimensions for absence types, event groups, event status, and project status.
      • General Dimensions: Manage dimensions for business areas, companies, customers, local specifications, project types, and specifications.
      • Popups: Create and manage assignment, event, and resource popup definitions.
    For more information about these enhancements, refer to the Deltek People Planner Web Admin Tool Guide.

    Approval Actions on Bookings

    Deltek Tracking: 2279469
    You can now approve or reject tentative bookings in the Resource Management or Resource Plans workspaces. These actions are available in the context menu when you right click on either a task or individual booking cell.

    Available Resource Capacity for Projects

    Deltek Tracking: 2100069
    This enhancement provides a more efficient way to identify resources with the highest available capacity for a project. When period-based columns are visible in the Web Components, a red timeline marker appears on the Gantt chart. You can drag or stretch this red line to adjust the time period, and the capacity values in the columns update automatically.

    Aside from the existing period-based columns, a Period Available Capacity column has been added to support this feature. It provides a quick way to see which resources have the highest available capacity for a project over a selected period.

    This functionality is available across the Web Components, as well as in the Assign/Reassign Resource dialog boxes. The red line and automatic capacity calculations appear when the following columns are displayed in the respective grids:

    • Project Management Workspaces
      • PG grid and RG detail grid: Period Load and Period Actuals columns trigger the red line.
      • PG detail grid and RG grid: Period Load, Period Actuals, and Period Available Capacity columns trigger the red line.
    • Resource Management Workspace and Assign Resource/Reassign Resource dialog boxes
      • RG grid: Period Load, Period Actuals, and Period Available Capacity columns trigger the red line.
      • RG detail grid: Period Load and Period Actuals columns trigger the red line.
    • Assignment Management Workspace
      • If either the Period Load and/or Period Actuals columns are shown in the assignment grid, the red line will be displayed. This allows you to adjust the period and view resource capacity in those columns as well.
    By using period-based columns alongside the interactive red line in the Gantt chart, project managers and resource planners can more easily balance workloads. This ensures that you allocate projects to the people who have the most capacity, improving efficiency and project delivery.

    Additional Functionality in the Assignment Management Workspace

    Deltek Tracking: 2279467, 2280040, 2248587
    Additional functionality is now available in the Assignment Management workspace, including:
    • The ability to assign booking categories when you create and manage bookings.
    • The ability to export data to Excel. This option is added to the Available Toolbar Controls menu.
    • The addition of tooltips to provide details of each booking when you hover over the booking cell. This feature provides totals on the cell level. When you group rows, the totals are calculated based on the grouping.
    The tooltip provides the following information:
      • Capacity hours: The total capacity of resource(s) assigned to the task. The value is dependent on the current display view.
      • Booked hours: The total number of booked hours of resource(s) on the selected task.
      • Other bookings: The total number of booked hours of resource(s) on other tasks.
      • Available hours: The total number of available hours for bookings for the specified resource(s  ).
      • Actuals: The total number of actuals for the specified resource(s). This is not available in grouped cells.

    Dimension-Based Color Coding

    Deltek Tracking: 2029124
    Dimension-based color coding on projects is now supported in the Web Components. This enables you to quickly distinguish project types or statuses of cells in the Gantt charts.

    System administrators can add and maintain project and general dimensions in the Web Admin Tool under the Setup menu. The supported dimensions include:
    • Project Dimensions
      • Absence types
      • Event groups
      • Event status
      • Project status
    • General Dimensions
      • Business areas
      • Companies
      • Customers
      • Local specifications
      • Project types
      • Specifications
    If you have imported dimensions from Maconomy, you can only edit fields on these if they have not been imported from Maconomy, such as the Color column. You also cannot delete imported dimensions.

    When this functionality has been set up, color coding becomes available across the Web Components. However, if you change the designated color for a dimension, this does not reflect in an already-open session. The user must refresh the system to reflect the change.

    This feature is also available in the Resource Summary Load and Resource Summary % views. However, these views utilize other color coding functionality. Any existing color-coding based on assigned categories and teams will be overridden by the dimension color. Additionally, color-coding priority in these views are as follows:
    • If no color-coding applies, the cell remains in the default style (no color).
    • If the cell is an absence with an associated absence color, that coloris applied. Note that absence type color-coding only overrides dimension-based color coding if the Is absence color selected before custom color setting is enabled.
    • Event dimension-based color coding is applied.

    New Fields in the Web Components

    Deltek Tracking: 2098268, 2421889
    You can now add more information to your project by using several fields introduced in this release.
    When working with resources, the following fields are now available:
    • Flag 1-3
    • Popup 1-3  
    When working on events/tasks, you can now use these fields:
    • Flag 1-5
    When working on assignments, you can use these fields:
    • Popup 1-3
    The Baseline Deviation field has also been added to project management workspaces to display the variance between the baseline budget and grand total on a line.

    Additionally, the Text 1-5 fields in the Assignment Management workspace are now editable in both the main grid and subgrids.

    Enhanced Admin Control Over Capacity Filters

    Deltek Tracking: 2319549
    Administrators can now create and save custom capacity filter configurations under a unique name. To support this functionality, the Custom Capacity Filter dialog box now displays a Save button for Admin user roles. Each saved filter is immediately visible and usable by all users in the system. This means admins can define common filter views (such as a specific capacity threshold or region) and share them globally, so every user can apply the same predefined filter with one click, promoting consistency and saving time.

    A submenu for the custom capacity filter is accessible to admin users, allowing them to edit or delete it as required.

    Administrators can also configure which user roles can view the three default capacity filters. This lets you show or hide standard filters for specific user groups to provide a cleaner, more relevant filter dropdown for each role. The Web Admin Tool is updated to include a Show standard capacity filter checkbox when configuring privileges related to a role.

    Filtering on Variance Columns

    Deltek Tracking: 2355923
    You can now filter and sort  on the Var and Amount Var columns in project management workspaces.

    Enhanced Sorting on Calculated Columns

    Deltek Tracking: 2376712
    Sorting is now enabled for calculated columns, such as the Period Load column, in the Web Components. This allows you to organize your data more efficiently within the system. To use this functionality, you must apply data limitations to reduce the number of items displayed. The column becomes sortable when the results displayed remain below the threshold set by your administrator.

    A new Sorting on calculated columns setting has been added to the Web Admin Tool. Administrators can configure this threshold anywhere between 0 and 100, with the default value set at 20. If the threshold is set to zero, the sorting feature will be disabled.

    This setting replaces the previous Required skills allow sort threshold setting, as it now applies to all calculated columns, including the Skills column, across the Web Components.

    REST API Enhancements

    Deltek Tracking: 2382426, 2430945, 2439269
    Enhancements have been made to improve flexibility and performance when retrieving information via the People Planner REST API:
    • The People Planner REST API now returns a set of default and mandatory fields for each entity, instead of all fields. 
    Note: If you have previously used the REST API without specifying which fields should be returned, you must modify your code with the fields you want to include.
    • The Task List ID field is now included in the fields returned by the REST API. This corresponds to the Task field in Maconomy.
    • A Reassign functionality has been added to enable you to reassign an assignment to a different resource through the API.
Software Issues Resolved
  • Dela Updates
    Server Error When Using Ask Dela
    In some cases, when users used Ask Dela, the system returned a server error and failed to complete the request. This error is corrected.
    Defect: 2478436
    Unable to Use Dela on Customers with Special Characters in the Company Name
    Previously, it was not possible to use Dela if the main company name or the username contained special characters. This error was corrected.
    Defect: 2400822
  • General Application
    KPI Text Not Readable in Dark Mode
    This issue was fixed as part of UI improvements introduced with this release. For more information, see "Improved Maconomy User Interface" (Deltek Tracking: 1948653) in these Release Notes.
    Defect: 2212874
    Image Shapes Not Followed
    Maconomy did not display the shapes of images as configured. This is now corrected.
    Defect: 2425382
    Missing Labels on Tax Itemization When Reprinting Old Invoices
    When you reprinted invoices on version 2.6.3 that were originally printed in versions 2.6.1 or 2.6.2, the expected labels in the tax itemization section were missing. This occurred because the data conversion for the Description field on InvoiceVATSpecification was not applied after a change to the implementation of the job parameter Separate Tax Itemization Lines for On Account Reconciliation introduced in 2.6.1.
    Defect: 2446027
    Prevent Transfer of a Job Entry That Is Already Added for Job Reallocation
    When a job entry was added for job reallocation, it could still be transferred before the reallocation was completed.

    Maconomy now prevents job entries added for job reallocation from being transferred until the reallocation is complete.
    Defect: 2335141
    Clarified Label for Document Download Actions in Expense and Mileage Sheets
    The document download action in expense sheets was renamed from "View Receipt" to "Download Receipt."

    The document download action in mileage sheets was renamed from "View Document" to "Download Document."
    Defect: 2335160
    Error Upon Job Reallocation Approval
    A fatal error could occur when you approved job reallocation. The MaconomyServer.log file included error messages such as:

    Check_Fatal, message: '10000002 4 6.99 7.00 6.99 7.00' (Log ID: …)
    MSL Stack trace:
    POSTJOBREALLOCATIONJOURNAL, line 457
    JOURNALMOD.POST, line 1936
    POSTJOURNAL, line 17
    …


    This error is now corrected.

    Defect: 1978920
    Improved Error Message for Invoice Layout Rule Changes
    Previously, when you changed the invoice layout rule in the Create Quote Directly From Budget or Level 1 fields in the Quote island, the error message provided insufficient explanation. The error message has now been improved.
    Defect: 721519
    Job Invoice Distribution Validation Now Displays an Error Message Instead of a System Error
    When an import program attempted to change the bill-to customer address on a subjob set for main job invoicing, a system error occurred. This issue has been fixed, and the system now displays a standard error message explaining that the change is not allowed.
    Defect: 599634
    Columns Could Not Be Dragged to New Positions in Table View
    Adjusting a column's width then moving it caused the column to freeze and the UI to glitch. This is now fixed.
    Defect: 2469253
    Disable Update of Employee Data on Permanently Blocked Employees
    It was possible to change the data of a permanently blocked employee in the Employee Commission Agreements dialog. This is no longer possible.
    Defect: 1039712
    User Login and Maconomy License
    Previously, active users were calculated based on the number of users whose passwords were not blocked. The calculation has been changed in Maconomy 2.6.3 to base on the users' validity period.
    There will be no automatic data conversion, so the number of active users could exceed the number of licenses after the upgrade, and you need to manually change the validity period for those users that require modification.
    Defect: 1700921
    Unable to Attach Document to Draft Invoice to Job
    Previously, users who did not have access to the company on a job could not attach a document to a draft invoice on that job. This error was corrected for jobs with customized access to document archives.
    Defect: 1905554
    Empty Branch Element in Peppol File
    When you included a branch element in the Peppol mapping with only optional leaves, the branch element was not omitted from the Peppol file even if all leaves were omitted. This resulted in an empty branch element being included in the Peppol file, causing the validation of the Peppol file to fail. This error was corrected.
    Defect: 2360346
    Move Card Actions From DummyRoot.odl to DDLs
    These actions were moved from card to dialog level in API for the tabs below:
    • Detailed Employee Planning
      • PreviousUnit "Previous Unit"
      • NextUnit "Next Unit"
      • CreatePlanFromJobBudgets "Create Plan from Job Budgets" Icon='CreateDocument'
      • ReplaceEmployee "Replace Employee"
      • RemoveCompletedLines "Delete Completed Lines" Icon='DeleteSeveral'
      • RemoveAllocations "Delete Allocations" Icon='DeleteSeveral'
      • ConvertToPreliminary "Convert to Preliminary"
      • ConvertToRequested "Convert to Requested"
      • ConvertToConfirmed "Convert to Confirmed"
    • Employee Absence Calendars
      • SubmitAbsenceCalendarLine "Submit Absence"
      • ApproveAbsenceCalendarLine "Approve Absence"
      • RejectAbsenceCalendarLine "Reject Absence"
      • ReopenAbsenceCalendarLine "Reopen Absence"
      • RederiveSubstitutes "Rederive Substitutes"
    • Employee Budget Line Overview
      • DeferProjects "Postpone Task"
    • Employee Calendars
      • RemoveAbsenceCalendarLine "Delete Absence"
      • SubmitAbsenceCalendarLine "Submit Absence"
      • ApproveAbsenceCalendarLine "Approve Absence"
      • RejectAbsenceCalendarLine "Reject Absence"
      • ReopenAbsenceCalendarLine "Reopen Absence"
    • Task Search
      • ResetSearchResultForTaskSearch "Reset Search Result"
      • ResetSearchCriteriaForTaskSearch "Reset Search Criteria"
      • SearchTaskSearch "Search"
    Defect: 2057868
    Replace DoNotAllowNegativeStockVolume Cheat Code with a Boolean Field
    The Do Not Allow Negative Stock Volume field has been added on the Warehouse Information card, this replaced the previous functionality where negative stock was disabled by putting the text 'DoNotAllowNegativeStockVolume' in the Telex field.
    Defect: 2073946
    Incorrect Text in Table Cell Titles in Monthly Overview
    In the absence monthly overview, the week name abbreviations were in English only. They are now translated.
    Defect: 2339846
    Delete Draft Invoice Action Was Missing in Draft Invoices Workspace
    In the web client, the Delete Draft Invoice action was missing from Other Actions in the following locations:
    • Draft Invoices workspace
    • WIP Invoice » Invoice Editing tab
    • Invoice On Account » Invoice Editing tab
    • Customer Invoicing » Invoice Editing tab
    This issue is now fixed.
    Defect: 2343427
    Selection Criteria Not Working in Draft Invoice Creation
    In the web client, when you applied selection criteria under Draft Invoice Creation, the filters did not work as expected. The values you entered had no effect on the results, and all jobs were still shown. In some cases, the criteria did not carry over when switching to the workspace client.
    Defect: 2357972
    Percentage Field in Invoice Preparation Did Not Calculate Correctly for Multi-Currency Invoicing
    The total billing price for the lines on a draft invoice created from Invoice Preparation was different from the billing price in the card pane in the case of invoicing from the budget with grouping of lines for a job with invoice currency different from the currency of the job.
    Defect: 2244045
    Handling Billing Customer Status in Order Actions
    The status of Bill To Customer was not considered for certain order actions. For example, some users were allowed to invoice an order even if the billing customer was inactive.
    This problem only occurred if the status had been changed after the order was created, as the status check on creation was correct. This issue was fixed.
    Defect: 2249581
    Sales Order Invoice Period
    When you created a Sales Order invoice, the Invoice Period still appeared even though the Standard Calculation was set to Optional and there was no value in the Start Date and End Date fields. This error has been corrected. The invoice period now only appears in Sales Order invoices when a start and end date are identified.
    Defect: 2338812
    Add Document to an Employee-Specific Document Archive
    When you attempted to upload documents for certain employees, the upload failed. This issue occurred when the Document Archive was previously removed from an employee in the Employees workspace and later, an attempt was made to upload documents for the same employee. This error was corrected, and it will no longer be possible to remove an employee-specific document archive from an employee.
    Defect: 2257674
    Missing Pending Job Actions Lines
    Previously, when you closed a job in Pending Job Actions, the Fixed Price Not Invoiced pending action was not displayed if another pending action, such as General Journal Not Posted, was present. As a result, only one pending action line was shown. Now, all applicable pending actions are displayed correctly.
    Defect: 2346558
    Favorite Stayed Blocked After Reopening Job
    When you created a favorite without a task or activity, then closed and reopened the job, the favorite stayed blocked. This is now fixed.
    Defect: 2356104
    Tax Code 1–3 on Invoice Selection Empties After Update
    When the system parameter Show Tax Code Summary on Invoice Selection Lines was turned off, Maconomy could clear the Tax Code 1, Tax Code 2, and Tax Code 3 fields after you entered valid input. This issue is now fixed.
    Defect: 2356141
    Job Overview - Non-Approved Expense Sheets Displayed Incorrect Cost Prices
    When you viewed amounts for submitted, non-approved expense and mileage cost prices in Job Overview, they were incorrectly summed in the expense sheet currency and company base currency instead of the job currency and job base currency. As a result, amounts in different currencies could be combined and displayed incorrectly. This issue is now fixed.
    Defect: 2334510
    Job Portfolio Dashboard Showed Incorrect Currency
    In the Job Portfolio Dashboard, amounts were shown in the wrong currency when you selected a different company in the selection criteria. This is now fixed.
    Defect: 2357035
    Entry Date Becomes Blank When Saving a New Line for Direct Invoicing
    When you created a new line for direct invoicing, the entry date became blank after saving. Now, the entry date is set to the value you entered.
    Defect: 2462067
    Unable to Import Language Texts
    When you attempted to import language texts for objects with only one key field, such as Items or Activities, the import failed due to a missing second key. This error is corrected.
    Defect: 2460633
    Job Progress: Overflow When There Is a Huge Amount of Quantity, Cost Base, and Billing Price Currency
    When you entered the total billing price as the unit price on a job budget line, an overflow error occurred during job progress evaluation. The system now checks for this scenario and issues an error message pointing to the affected line.
    Defect: 2440340
    Missing Filter Options for Active and Inactive Employees in Employees Workspace
    The Employees workspace was missing a filter option for showing active employees. This default filter, which shows currently employed individuals, has now been added. An additional filter for inactive employees is also available.
    Defect: 2377708
    Tooltip in Approval Center Displayed "Open Wizard" Instead of "Open Time Sheet"
    In the Approval Center, some wizard link tooltips displayed the generic label "Open Wizard" instead of the more specific "Open Time Sheet." This has now been corrected.
    Defect: 2377714
    Dm-horizontal-stack Components in Tables
    There were redundant zero-height HTML elements in row header columns even when these were not in use. This is now fixed.


    Defect: 2458032
    Vendor Name and Purchase Order Currency Missing in Batch Job Accrual Column Chooser
    When you opened the Batch Job Accrual workspace, the fields Vendor Name and Purchase Order Currency were not available in the column chooser. These fields are now available.
    Defect: 2464493
    Error When Opening Jobs or Change Register Due to Missing Field
    When you opened Jobs or Change Register, an installation error occurred: Field "locked" does not exist in pane "Documents" of container "maconomy:documentarchives".
    Defect: 2465732
    Internal Error When Rearranging Columns
    Rearranging columns resulted in an internal error. This is now fixed. 
    Defect: 2467511
    Selection Filter List Showed Wrong Values
    The selection filter dropdown sometimes displayed the values from a previously viewed workspace. This is now fixed.
    Defect: 2468899
  • Web Client Framework
    Missing Parameter Check for categoryid Analyzer REST API Parameters
    A parameter check for categoryid Analyzer REST API parameters was missing. This is now fixed.
    Defect: 2483907
    Change to Default Text Matching Strategy
    When conducting a search in the web client, the default text matching strategy has been updated to use the "startsWith" operator instead of "contains" for improved efficiency. Consequently, all string columns in list views will now default to the “startsWith” operator. Searches initiated from the workspace's top search field, as well as string fields within cards and tables, will adhere to this new functionality, unless the search term is prefixed with an asterisk (`*`), which will revert the behavior to “contains.”
     
    This global default is configurable by editing the textMatching property in the settings.json file.
    Defect: 2416899
  • Time and Expense
    Description Field Did Not Show Long Text in Time Sheet Status Table Assistant
    When the system parameter Enable Long Text Emulation in Workspaces was enabled, the Description field in the Time Sheet Status table assistant did not display Maconomy Long text. This is now corrected.
    Defect: 2422205
    Info Bubble on Total Column in Time Sheets Positioned to the Left
    When you opened the info bubble in the Total column in Time Sheets (Weekly Time Sheets, Approval Center Time Sheets wizard, and Time Sheet Overview Time Sheets wizard), it previously opened below the cell value. It now opens to the left by default.
    Defect: 2446047
    Entries in the Table Part Sorted Incorrectly
    The default sorting in the table part of Time Sheet Status has changed from employee and period start to period start and employee.
    Defect: 2335170
    Yellow Color Missing in Calendar for Weeks Beyond Three Months After Submitting Absence Request
    For submitted absences longer than three months, not all days displayed the correct color (yellow) in the calendar. This issue has been resolved.
    Defect: 2335139
    System Error When Integration Creates New Absence Calendar Lines
    When you attempted to create absence calendar lines as a user without an associated employee, typically in an integration scenario, a system error occurred.
    Defect: 2339847
    Import Time Sheets Error When Deleting Split-Week Time Sheets
    The import of timesheets could fail when deleting a split-week timesheet. By error, only one part of the two-part split-week timesheet was deleted. This issue has been corrected.
    Defect: 1095461
    Job Not Displayed in 'Approve Job Registrations' for Zero-Amount Expense Lines
    In Approve Job Registrations, jobs were not displayed when a submitted expense sheet line had an amount of 0, even though it was still awaiting approval. This issue has been fixed.
    Defect: 1336669
    It Is Not Possible to Set Fixed Working Time to More Than 0 If Maximum Working Time Is 0
    Employees' Maximum Working Time may be set to 0, allowing unlimited time sheet registrations. However, due to an error, a value of 0 also limited employees' Fixed Working Time to at most 0. This issue has been corrected, and setting Maximum Working Time to 0 no longer restricts Fixed Working Time.
    Defect: 1695800
    Unhandled Error in Console When Submitting Carry Forward or Allowance Request Without Permission
    On the Absence and Allowance tab, when submitting a carry forward or allowance request without the required permission, no error message was displayed. Instead, an unhandled error appeared in the browser's console.
    Maconomy now correctly displays an error message in this scenario.
    Defect: 2339851
    Unhandled Error in Console When Approving Allowance or Absence Request Without Permission
    On the Absence and Allowance tab, the Approve action was enabled. When you clicked it without permission, nothing happened on the view, but an unhandled error appeared in the browser's console.
    Defect: 2339852
    Employee Allowance Unhandled Error When Reopening Approved Request
    On the Absence and Allowance tab, for an approved request, the Reopen action was clickable even without permission. Nothing happened in the view, but an unhandled error appeared in the browser.
    Defect: 2339853
    Unhandled Error on Browser Console When Reopening Approved Request
    Under Allowance Requests and Absence Requests, reopening an approved request did not display an error message but resulted in a console error in the browser when you lacked the required permission.
    Defect: 2339854
    Unhandled Error When Approving Absence Request
    Under Absence Request, approving a submitted request did not display an error message but resulted in a console error in the browser when you lacked the required permission.
    Defect: 2339855
    Changing Entry Date on Expense Sheet Lines Did Not Recalculate Unit Price Excl. Tax, Enterprise
    When you changed the entry date on expense sheet line, "Unit Price Excl. Tax, Enterprise"  was not recalculated. This is now fixed.
    Defect: 2447270
    Zero-Hours Timesheet Was Incorrectly Marked as Fully Approved
    When you submitted a timesheet containing only lines with zero hours, it was incorrectly marked as fully approved. Timesheets with no lines require at least header approval when the Approve Header If No Lines setting is enabled. However, because timesheet lines with zero hours do not require approval, the system treated the timesheet as fully approved without requiring header approval. This issue is now fixed.
    Defect: 2335158
    Cannot Change Hours on a Submitted Timesheet if Job Favorite Is Renamed
    When you attempted to correct hours on submitted timesheet lines that used job favorites, an error occurred if the job favorite had been renamed. This issue is now fixed, allowing you to change hours even if the job favorite is renamed.
    Defect: 2337833
    Unnecessary Queries from Lines Without Time Sheets in Time Sheet Status
    The Time Sheet Status workspace has been optimized to reduce unnecessary queries from lines that do not have associated time sheets. These changes improve performance when displaying lines in the table part.
    Defect: 2365095
    Abbreviations Not Translated in Monthly Overview Tab
    Abbreviations in the Monthly Overview tab (Absence Approval) were not translated. They are now correctly translated.
    Defect: 2335133
    Time Sheet Status Could Time Out When Too Many Lines Were Displayed
    The Time Sheet Status workspace has been updated to prevent timeouts when displaying a high number of lines. A Show Lines toggle has been added to the table part. By default, this toggle is selected if you do not have access to See All Time Sheets, and cleared if you do. Additionally, a warning now appears when enabling Show Lines with selection criteria that return 1,000 lines or more.

    Note: If the layout for the table part of the Time Sheet Status workspace has been customized, you may need to manually add the new ShowLinesVar to the layout.
    Defect: 2363670
    Daily Descriptions Missing for the Total Column Showing Daily Descriptions for the Whole Week
    An info bubble showing daily descriptions for the whole week was missing on the total field in Time Sheet wizard/assistant for Approval Center, Time Sheet Overview, Time Sheet Status and in Weekly Time Sheets.
    Defect: 2379530
    Time Sheet Status – Time Sheet Assistant Should Show Footer
    The footer was missing in Time Sheet Status assistant. Now it is added. And the footers are aligned across Weekly Time Sheets, Daily Time Sheets, Approval Center/Time Sheets/Time Sheet Wizard, Time Sheet Overview/Time Sheet Wizard, Time Sheet Status assistant.
    Defect: 2382367
    Add Time Sheet Footer to Time Sheet Wizard in Time Sheet Overview
    The wizard for showing the Time Sheet in Time Sheet Overview was missing the footer with information about fixed hours and invoiceable % for each day. This has now been added.
    Defect: 2382376
    Unable to Reopen and Resubmit Absence Requests in Absence Approval Workspace
    Due to a design error, the Absence Approval workspace in the web client did not allow you to reopen an absence request or update and resubmit it. This has now been corrected.
    Defect: 2384471
    System Error on Opening Approval Center Without Employee Access
    When you had to approve a time sheet for which you did not have access to the employee record, Approval Center returned a system error.
    Defect: 2472044
  • BPM and Statutory Reporting
    Norway - SAFT: Missing Customers in Master File
    Previously, customers with no opening and closing balances but who had a transaction within the selected period that resulted in a net value of zero were excluded from the Norway Standard Audit File – Tax (NSAFT) data export.  This error is corrected.
    Defect: 2443205
    Norway - SAFT: Tag Order Causing Validation Failure
    Previously, the <TaxEntity> tag appeared before <TaxAccountingBasis>, which caused validation to fail against the 1.30 XSD. This error is corrected.
    Defect: 2431980
    France - AEF:  Incorrect PieceDate on Vendor Balancing Exchange Rate Loss/Gain
    Previously, the report displayed an incorrect PieceDate on the Vendor Balancing Exchange Rate Loss/Gain entries. This error is corrected by replacing the current filter condition to identify financial information for customers and vendors, which helps the system handle financial details more accurately.
    Defect: 2364932
    Sweden - SIE: Missing Lines in SIE 4 Report
    Previously, when generating a Standard Import/Export (SIE) report with the File Type set to SIE 4 and dimensions included, the export displayed only a single set of #UNDERDIM and #OBJEKT lines per dimension. This occurred even though actual transactions contained multiple distinct values for each dimension, resulting in incomplete data representation. This error is corrected.

    This bug was reported as a known issue for 2.6.7.
    Defect: 2433532
    Norway - SAFT: TransactionType Causes Duplicate TransactionID
    Previously, <TransactionType> was mapped to an automatic entry field in Maconomy to determine whether it is a normal or automated transaction. However, this caused the same transaction to appear twice in the NSAFT report. This error is corrected such that <TransactionType> is now mapped to the Transaction Type field in Maconomy. Note that it only has an 18-character limit.
    Defect: 2436429
    Norway - SAFT: Tax Code Naming Conflict
    Previously, if other option lists besides NSAFT contained tax codes in the Name and Remarks 2 fields, they would override the tax code names in the general ledger entries of the exported XML file. This error is corrected.
    Defect: 2437460
    Denmark - Annual CSV File: Local Accounts in File for Other Company
    Some local accounts with zero balances were incorrectly included in the Annual CSV File data export under a different Local Chart of Accounts (LCOA) that was not assigned to the reporting company. This occurred due to a scenario where two or more reporting structures shared the same values for OptionListNumber1 = "DKSCV" and SelectedOption1 = "Finance". This error is corrected by introducing a prompt for Reporting Structure.
    Defect: 2458622
    Finance Transactions: Entry Text Not Localized
    Previously, the Entry Text column in Finance Transactions report was not translated into the local language. This error is corrected.
    Defect: 2370956
    Australia - Outstanding Customer Invoices: Payment Amounts Missing
    Previously, the Outstanding Customer Invoices report failed to display payment amounts in the Paid Incl. Tax column. This error is corrected by introducing a new query labelled Reconciled, which ensures that all reconciled payments are  excluded from the report, leaving only truly outstanding invoices visible.
    Defect: 2441072
    France - AEF: Transactions Ordered by Entry Date Instead of Posting Date
    Previously, transactions in the Accounting Entry File data export were sorted using Entry Date (EcritureDate), Combined Sequence Number (EcritureNum), and Instance Key. This error is corrected such that the query's sorting logic now prioritizes Entry Date , followed by Posting Date (ValidDate), and then Combined Sequence Number.
    Defect: 2364939
    UK - Tax Submissions: Displays Information for All Screens
    The Gov-Client-Screens header on the UK Tax Submissions report now displays information for all screens connected to the originating device. The details for each screen are separated by commas. However, the HMRC test API does not support multiple window sizes so the Gov-Client-Window-Size header still displays the primary screen's window size.
    Defect: 1965594
    Netherlands - DAF: XML Validation Error Resolved
    An issue was previously identified in the Dutch Audit File (DAF) 4.0 schema implementation, where the removal of a specific element caused a validation error due to a missing amnt element. This error is corrected.
    Defect: 2404202
    Netherlands - DAF: Removed Deprecated Elements
    The Dutch Audit File (DAF) report has been updated to exclude elements that were deprecated in the Dutch Audit File (DAF) 4.0 schema.
    Defect: 2404210
    Germany - GoBD: Asset Master Data Issues
    The Asset Master Data section of the GoBD report previously had performance issues because of unnecessary processes or loops in the code that overloaded the memory. This error is corrected.
    Defect: 2159424

    Norway - SAFT: Background Task Updated Error Message
    The Norway Standard Audit File - Tax (NSAFT) report has been enhanced so that when it fails to retrieve fiscal data on a selected company, it displays an error message that accurately reflects nonexistent records or a nonexistent company. A prevalidation step triggers the error and prevents a report from generating.

    Defect: 1760017
    UK - Tax Submissions: Missing Header Values Passed Correctly
    A backend update ensures that five essential header values previously left blank are now correctly passed during processing.
    Defect: 2418534
    France - AEF: Error While Configuring Selection Criteria
    Previously, an error message was prematurely triggered when you selected the Include Companies with the same Tax No. checkbox on the selection criteria, navigated to the previous page and then moved forward to the next page. The error message displays before clicking the OK action button. This error is corrected.
    Defect: 2394425
    France - AEF: Incorrect PieceDate Due to Transaction Number
    Previously, the report displayed an incorrect PieceDate when a finance entry had the same Transaction No. as multiple customer entries. This error is corrected by replacing the current filter condition to identify financial information for customers and vendors, which helps the system handle financial details more accurately.
    Defect: 2364936
  • Project Management
    Approve Expense Sheet Lines Shows Wrong Values in Cost Price Awaiting Approval, Base
    The field TotalCostPriceBaseAwaitingApproval in filter panes for dialogs showing Jobs incorrectly showed the sum of amounts when cost prices were registered by employees in companies with different base currencies.

    The correction has renamed the field to TotalCostPriceAwaitingApprovalEnterprise, and the costs are now summed in enterprise currency.

    • Filter pane of dialogs showing Jobs is changed:

      • The field TotalCostPriceBaseAwaitingApproval ("Cost Price, Base, Awaiting Approval") is renamed to TotalCostPriceAwaitingApprovalEnterprise ("Cost Price Awaiting Approval, Enterprise").
      • Custom client layouts must be adjusted if the field is referenced.

    • Maconomy universe ODL::JobCost::JobU ("Job Universe")

    • Maconomy universe Analyzer::JobOverview ("Job Overview")

      • The field TotalCostPriceBaseAwaitingApproval ("Cost Price, Base, Awaiting Approval") is renamed to TotalCostPriceAwaitingApprovalEnterprise ("Cost Price Awaiting Approval, Enterprise").
      • Analyzers and custom universes based on this universe must be adjusted if the field is referenced.

    • Maconomy universe ODL::JobCost::JobU ("Job Universe")

      • A new field EnterpriseCurrency is available, which shows the enterprise currency.
    Defect: 1905752
    Non-Zero Invoice Incorrectly Assigned Zero-Invoice Number
    When you created a non-zero invoice with charges, it was incorrectly assigned a zero-invoice invoice number. This issue is now fixed.
    Defect: 2335165
    Job Surcharges: Job Entry With Quantity Open = 0 but Billing Price Open <> 0 Can Be Created
    Reallocating a partly invoiced job entry with non-invoiced surcharges left the original surcharge with no open quantity but an open billing price. This issue has been fixed.
    Defect: 1819932
    Confusing "Last Calculation" Fields Removed from Job Revenue Recognition Details
    The standard layout for Job Revenue Recognition Details included the fields Revision Code, Revenue Recognition Date, Calculate Completion Percentage, and Calculate Revenue under the Last Calculation section. Since these fields were not specific to the job, they have been removed from the standard layout.
    Defect: 1757409
    Entries for Reopening Not Selected for Allocation After Crediting an Invoice
    The reversal of a job invoice allocation sometimes failed to revert the allocation of the originally allocated job entries. This occurred if, after initiating the reversal using the Revert action, you credited an invoice on the same job before submitting and approving the reversal.
    Defect: 1402062
    Submit Action in Job Invoice Allocation Incorrectly Enabled for Non-Allocatable Invoices
    The Submit action in Job Invoice Allocation was incorrectly enabled even when no entries or invoices on account were available for allocation. This occurred if an invoice on account had an amount marked for reconciliation through time-and-material invoicing, despite not being allocatable. This issue is now fixed, and the action is only enabled when allocation conditions are met.
    Defect: 1402057
    Crediting a 0-Invoice Might Not Always Produce a 0-Invoice
    When you credited a T&M invoice with on account reconciliation more than once, the resulting credit memos may reopen a larger amount on account than was originally reconciled. This happened if in-between the credit memos another T&M invoice was reconciled against one or more of the same invoices on account.
    Defect: 856257
    Zero Invoice on Account Reconciliation Is Not Included in Credit Invoice
    Previously, when you created a job credit memo using the Invoice to Credit Memo action, the on-account reconciliation of the credited invoice was not always reopened. This occurred when the original on-account reconciliation included tax reconciliation records with no corresponding amount. This issue has been fixed.
    Defect: 797135
    Conversion Using Different Currencies Is Not Included for the Calculation of "Fixed Price Incl. Subproject"
    In the single dialog Main Jobs, the sum of the fixed price for the main job and subjob was incorrectly calculated without accounting for differences in job currency. This issue has been fixed.
    Defect: 1318975
    Recalculate Job Budget for Manually Entered Billing Price – Budget Lines Did Not Update With Exchange Rate Changes
    If a billing price was manually entered on a job budget line where no billing price or markup % was derived, recalculating the budget did not update the billing price in job currency and enterprise currency according to the exchange rate. This issue has been fixed.
    Defect: 1819821
    Incorrect Draft Invoice Status in Web Client
    After you edited lines in a submitted draft invoice, the submission was removed, but the status of the draft invoice did not update accordingly. This issue is now fixed.
    Defect: 2335161
    Negative Open Quantity After Partial Crediting Entry with Quantity Write-Up
    When you credited a T&M invoice with the Restore Entries selected, the invoiced job entries were reopened. If a job entry was invoiced with a write-up on the quantity and you credited less than the write-up, the entry displayed a negative open quantity when you printed the credit memo.
    Defect: 2121939
    Invoices Can Be Printed and Posted Even if the Billing Customer Is Inactive
    Previously, you could print an invoice on a job even if the Ship To or Bill To company customer had an Inactive status or not allowed for use on Jobs and Orders. Maconomy now checks that both are Active and allowed before printing.

    These checks apply only if the new system parameter Company Customer Must Be Active and Allowed for Use on Jobs at Invoicing is enabled (disabled by default). If enabled, an error appears when printing from Invoice Editing, Invoice Selection, or On Account Invoice Selection if the company customer is not set up correctly. Batch printing job invoices skips affected draft invoices instead of triggering errors.
    Defect: 2335168
    Job Could Not Be Closed Due to Unsettled On-Account Invoice Line with Zero Job Currency Amount
    If you printed an on-account invoice in a currency different from the job currency, and the invoice included a line with a zero amount in the job currency, the line was not marked as settled by subsequent on-account reconciliations. This prevented the job from being closed. The system now requires that lines in On Account Invoice Selection with a non-zero amount in invoice currency also have a non-zero amount in job currency when the invoice selection is approved.
    Defect: 2384469
    Copy Job Incorrectly Copied Opportunity Number
    The Copy Job action also copied the opportunity number. This was incorrect, as an opportunity should only be converted to one job. This issue is now fixed.
    Defect: 2334974
    Progress Evaluation Error
    An overflow error could occur when you opened or edited Job Budget lines.
    Defect: 2377802
    Unable to Edit Price Lists in Job Price Information Reference Workspace
    It was not possible to edit the Cost, Sales, Intercompany, and Standard Sales price lists for a job in the Job Price Information reference workspace. This error has now been corrected.
    Defect: 2378446
    Incorrect Standard Billing Price on Budget Line With Resource Allocation
    Standard billing price on job budget line could be incorrect after import from People Planner when the system parameter Use markup % for time activities was enabled.
    Defect: 2383915
    System Error When Printing Invoice for Job Entry With Specific Amount in Currency, Base, and Enterprise
    When the system parameter Allow Job Journal Billing Price Base Import was enabled, posting an invoice journal containing invoices for jobs in enterprise currency could result in a system error.
    Defect: 2383916
    Job Exceeds Budget Notification Missing in Web Client
    When you worked in the Web Client, the Job Exceeds Budget notification was not available. This notification is now present.

    If you customized the file Shell\NotificationTypes.json, you must update it with this correction to display the notification: 
    ,
      "JobExceedsBudget": {
        "workspace": "JobHome",
        "parameters": {
          "JobNumber": "WaypointFocusKey11"
        }
      }

    Defect: 2464870
  • Resource Management
    People Planner: Previous Estimate Date Missing After Budget Approval
    The integration to People Planner used the fourth and fifth estimate dates in Job Progress as the current and previous estimate dates. However, when a planning budget was approved, the integration should have used the third and fourth estimate dates. 

    If the following web client layout has been customized, it will be necessary to update it to benefit from this correction: Web\Workspace\JobCost\JobProgressEvaluation\Progress\Wizards\ResourceBookingsWizard.json. Change EstimateDate5Var to CurrentEstimateDateVar and change EstimateDate4Var to PreviousEstimateDateVar.
    Defect: 2440335
  • Finance
    Posting Interest Charge Customer Entries Without Interest Reminder Principle
    Previously, when a Customer Entries with Interest Charge is created in Maconomy and the Interest Charge Principle is later removed from the Company Customer, any Interest Charge Customer Entries that are waiting for posting cannot be posted. This is due to an error where an Interest Reminder Principle is assumed to exist. This error is corrected, and Maconomy now defaults to not calculating interest when there is no Interest Reminder Principle on the Company Customer, allowing it to proceed without error.

    Defect: 1895872
    Incorrect Journal Validation in Posting Period Setup
    Previously, changes to posting period setup lines validated all journals, regardless of their transaction type. This issue has now been resolved, and the validation will now correctly apply only to journals that belong to the transaction types included in the transaction type group assigned to the posting period setup line.
    Defect: 1538055
    System Error Appears for Closed Job Entries That Are Not Being Reopened
    The system error SignForTotalAmountRegistered appeared for closed job entries that were not being reopened when you changed the Invoice Layout Rule for the job. This issue is now fixed.
    Defect: 2335145
    Improvement in Vendor Subcontractor Reconciliation Performance
    The performance of vendor subcontractor reconciliations has been improved for cases with many entries ready for reconciliations.
    Defect: 1968862
    Approver Descriptions Not Reset
    Previously, substitute and super approver descriptions were not reset in the approvals dialog if an approval line without a substitute or super approver was selected. This error is now corrected.
    Defect: 1883119
    Credit Control Notifications Performance Improvement
    Credit control notification performance has been improved by introducing new notification universes, reducing unnecessary database joins.

    To maintain optimal performance, continue assigning notifications only to relevant users.
    Defect: 1207124
    Correction on Exchange Rate Variances on Bank Reconciliations
    Previously, changes made to a Vendor Payment after posting were not reflected in the related Bank Reconciliation Line amounts in Maconomy. This issue has now been corrected.
    Defect: 1577796
    BeforeInvoicedOnJobCurrencyVar Had Different Values Between Print Invoice and Print Draft
    On draft invoices and final invoices, the fields BeforeInvoicedOnJobCurrencyVar and NowInvoicedOnJobCurrencyVar provide information about previously invoiced and currently invoiced amounts on the job. In certain cases involving main job invoicing and blanket invoicing, these values could be incorrect or differ between the draft and final invoices. These errors have now been corrected.
    Defect: 2335164
    G/L Purchase Order Lines With Job Number Could Have Blank Activity
    During invoice preparation, G/L lines are now ignored because they are financial postings. This prevents the system error that previously occurred.
    Defect: 2386108
    Approval Action Not Disabled for Higher-Level Approvers Without Lower-Level Approval for Multi-level Approval Hierarchies on Draft Invoice
    As part of the feature to make approval action availability consistent in Maconomy, approval actions are now consistently available based on whether an approver is ready to approve in a multi-level approval setup.
    Defect: 822427
    Approval Action Visibility for First-Level Approver
    Previously, in the Web Client under Customers, the approval action remained visible to the first-level approver even after they had completed their approval. This issue has now been resolved.
    Defect: 1227388
    Invoice Editing Visibility Actions Misaligned With Approval Status
    Previously, the Approve Draft action was enabled after the user had already approved the draft. This error is now corrected.
    Defect: 1611631
    Performance Improvement for Account Data
    Performance has been improved by reducing the number of database operations on the account table.
    Defect: 2096729
    Posting Is Missing Navigation Parameters for Selection Criteria
    Previously, an internal error was displayed when editing lines outside the selection criteria in the Posting workspace. This error has been corrected to show a more user-friendly error message.
    Defect: 2018787
    Origin Object and Instance Key Empty in Job Entry
    When a Job Entry was created from:
    • Job Invoice Allocation/Selection Without Registration, or
    • Closing a job with an unreconciled Invoice on Account,

    the Origin Object and Origin Object Instance Key fields were empty.

    This issue has been corrected. In these cases, the fields are now populated as follows:

    • Origin Object = RelationNameType'JobInvoiceAllocation
    • Origin Object Instance Key = the corresponding instance key of Job Invoice Allocation

    Note: This fix does not update existing Job Entries that are missing this information.

    Defect: 2335144
    Unable to Change Attention Person in Bill to Customers Table
    It was not possible to change the Attention Person in the Bill to Customers table even when the setup allowed it, with the following system parameters configured:
    • Allow Job Specific Billing Addresses = No
    • Allow Job Specific Bill To Customer Attention Persons = Yes

    This issue has now been corrected.

    Defect: 2335191
    Negative Amount Invoice Created by Job Closure
    When closing a fixed price job set up to produce an invoice at job closure, Maconomy could create a negative invoice. This could happen if you invoiced the job on account with tax but disabled tax on the job before closing it.
    The error has been fixed and users is prevented from closing a job with tax disabled though tax needs reconciliation.
    Defect: 2335189
    UI Issues in Approval Hierarchy Rules Workspace
    Previously, the Approval Hierarchy Rules workspace displayed various UI alignment issues, including misaligned checkboxes and inconsistent text formatting. This error is now corrected.
    Defect: 2417413
    Vendor Entry Not Removed After Due Date Change
    Previously, when a vendor entry’s due date is changed after it has been included in a payment selection, the entry is not removed when creating a new payment selection using the overwrite option, even if the new selection uses the latest due date that is earlier than the updated due date of the vendor entry. This error is now corrected.
    Defect: 2481689
    Missing Radio Buttons in Users Workspace Actions Tab
    Previously, the two user-specific radio buttons, Submit Payment Selections and Approve Payment Selections, were missing from the Actions tab in the Users workspace in the web client. This error is now corrected.
    Defect: 2465873
    Vendor Invoice Submission Blocked Due to Incorrect Job Budget Line Values
    Previously, vendor invoices could not be submitted when the fields Number of Purchase Orders and Last Purchase Order Number on the Job Budget Line contained incorrect values. This occurred when reposting a reopened vendor invoice with changes to a previously posted allocation, specifically when the allocation was linked to a purchase order on a job with the Limit Purchase Amount to Budget parameter enabled. This error is now corrected.
    Defect: 2490774
    Missing Fields in Company Vendor Record
    Previously, the following fields were missing from the Company Vendor record. These are now added.
    • Selected for Payment: Indicates whether the vendor has entries currently selected for payment.
    • Payment Selection, No. of Entries: Number of entries selected for payment.
    • Being Paid, Entries: Number of open entries currently being paid.
    Additionally, several new fields are also added:
    • Payment Selection, Amount: Total amount selected for payment, in the vendor’s currency.
    • No. of Open Invoices: Number of open vendor invoices and other credit entries.
    • No. of Open Credit Memos: Number of open credit memos and other debit entries.
    • No. of Due Invoices: Number of open vendor invoices and other credit entries with a due date today or earlier.
    • No. of Due Invoices Not Selected for Payment: Number of due invoices not yet selected for payment.
    • Amount of Due Invoices Not Selected for Payment: Total open amount (in the vendor’s currency) for due invoices not selected for payment.
    • Being Paid, Amount: Total amount being paid for all open entires in the vendor’s currency.
    Defect: 2481243
    Payment Transfer Failure When Using Restrictive Target Group
    Previously, when a more restrictive target group was entered during payment approval, the system attempted to transfer payments from the original selection to a new one. This transfer could occasionally fail, preventing the completion of the payment process. This error is now corrected.
    Defect: 2481245
    Payment File May Exclude Entries When Using Approval Hierarchies
    Previously, when approval hierarchies were enabled, the system allowed creation of payment files containing only a subset of approved entries. This behavior was incorrect, as partial approvals should not be permitted when approval hierarchies are enabled. This error is now corrected.
    Defect: 2492047
  • System Admin

    Incorrect Task List When Reallocating Entries
    In the Reallocate Selected Entries wizard in Invoice Selection within the Jobs workspace, searching for a task (CTRL+G) should only display tasks belonging to the selected job. However, if you entered a job number and pressed TAB to move to the Task field, the search displayed an incorrect list of tasks from the previously entered job or the job selected in the Jobs workspace. This issue has been corrected.

    The following layout files have been updated to ensure correct task list behavior:

    • MDML Layouts:
      • MDML/JobCost/InvoiceSelection.mdml.xml#49
      • MDML/JobCost/JobReallocationByJob.mdml.xml#22
    • Search Layouts:
      • SearchLayouts/JobCost/Find_TaskListLine.mdml.xml#16
    • Solution Pane Layouts:
      • Solutions/PSO/Solution/PaneLayouts/InvoiceSelectionWipCard.mdml.xml#11
      • Solutions/PSO/Solution/PaneLayouts/JobReallocationByJobCard.mdml.xml#4
      • Solutions/PSO/Solution/PaneLayouts/invoiceselection_wip.mdml.xml#14
    Defect: 1712950
    Delete Temporary Files Named RPC<random>_doc.tmp
    Previously, using the web client resulted in hundreds or even thousands of files with pattern RPC<random>_doc.tmp and/or SQL<random>.bin being generated and left in maconomy\Tmp folder. This has been corrected, such that these files are deleted as soon as they are not needed anymore.
    Defect: 1728196
    APM Monitoring of the Database Interface
    A number of "secondary" functions in the database interface of the Maconomy Server were not covered by APM monitoring. This meant that depending on exactly how slow performance in the database manifested itself it might not appear in the APM monitor logs with a 'Database:*' entry.
    Functions that were previously not monitored include transaction commit and rollback, variable binding and cursor field data acquisition, as well as functions to allocate and obtain unique IDs and timestamps from the database. All such functions are now monitored as well and will show up in the APM monitor logs if they experience slow performance.
    Defect: 1622131
    BGT - Inefficient Handling of Chained Tasks
    When "chained background tasks" are generated from a schedule rule, their execution may sometimes be handled inefficiently. Performance optimizations have been made so that this is now handled better, in some cases significantly faster.
    Defect: 1684682
    Print A/P Aging: Localization Issue
    Previously, when running the Print A/P Aging Report, the phrase "TOTAL FOR ABOVE VENDORS IN" was not translated according to the selected language. This error is corrected.
    Defect: 1693185
    Recalculating Notifications Fail When Deleting Old Notifications
    An error previously occurred when two processes previously calculated notifications for the same user concurrently. This error is corrected.
    Defect: 1853706
    Removing the BI Launchpad Usd System Parameter
    The BI Launchpad Usd system parameter is removed upon upgrade. This parameter is no longer supported or required.
    Defect: 2274488
    Removal of Localized Dictionary Entries
    Previously, the Maconomy standard dictionaries included localized translations for certain currency, language, and country names such as USD > DKK, English > Dansk, and USA > Danmark. These entries have now been removed from both the dictionaries and the Maconomy Setup Database to ensure consistency and accuracy.

    Setup Database Changes:
    • Replaced transporter "UPS" with "Default"
    • Removed US Address Format, Country, and Currency
    • Removed English Language
    As a result, when setting up Maconomy, these values must now be created manually or included as part of the master data import for popup fields and address formats.
    Defect: 1204791
    Database Shortname Error
    When starting the MaconomyServer from a command line without specifying the shortname as a command-line parameter, the user would be prompted for the shortname. An error made it impossible to enter a shortname with 8 characters. This error is fixed.
    Defect: 1887210
    Transaction Timestamps Update Error
    During data conversion to version 2.6 and above, transaction timestamps may be updated on some records even if the transaction timestamp has been switched off. This error is corrected.
    Defect: 1909635
    Memory Consumption of Tree-Table Dialogs
    Previously, there was an increased risk that a server instance could run out of virtual memory address space if repeatedly tasked with processing large tree-table dialogs that consumed excessive memory in the Maconomy Server executable. This error is corrected.
    Defect: 1916675
    Desupport of Domain Authentication for MScript Web Services
    The option to authenticate to Maconomy's legacy MScript Web Services using domain credentials is no longer supported.
    The methods to perform such authentication in the MScript standard package 'maconomy::login(1)' have been deprecated and now throw an exception if called.
    The standalone Java library for handling domain logins from MScript (KerberosSSOClient) has been removed from the TPU.
    These changes do not affect any of the Kerberos capabilities of the supported Maconomy clients or of the RESTful API.
    Defect: 2080207
    Real Values Fetched Using MQL Always Rounded to Four Decimals
    Previously, real values fetched using MQL queries were rounded to four decimal places by default. However, such precision was insufficient when performing accurate calculations on real numbers when using MQL in Java extension and MPL customizations.

    As of this release, Maconomy uses the hexadecimal representation for real numbers in MQL so they can now be represented using full precision. This behavior can be configured using the MQL_Format_Real_HEX property in MaconomyDir\Definitions\MaconomyCustom.ini under the [ServerConfig] section.

    For example:

    [ServerConfig]

    MQL_Format_Real_HEX = false


    Note: The MQL_Format_Real_HEX property is true by default.
    Defect: 2082982
    Counting Empty Cells in Data Export
    Previously when exporting data from the Maconomy Workspace Client (WSC) to Microsoft Excel, empty cells were counted when selecting a range of cells. The empty cells were not exported as empty but as non-empty cells with a blank value resulting in the erroneous count. This error is corrected such that empty cells are now excluded from the count.
    Defect: 2299785
    Incorrect Header in FontFileMap.lst
    In some cases, MConfig generates an incorrect header for maconomy\FontSupport\FontFileMap.lst.
    This error is now corrected in MConfig 11.2.1 and 11.3.
    Defect: 2349758
    MiEmail Interface Supports Plain Text and HTML Messages
    Emails generated by Maconomy now include both plain text and HTML versions in a multipart format, ensuring proper rendering across different email platforms.
    Defect: 2352416
    Coupling Service: Improved Logging for XMNSL Parse Errors
    Previously, if an MNSL (notification) specification file contained invalid expressions, the system did not log which file caused the error. This error is corrected.
    Defect: 2429282
    MConfig Crashes When Trying to Edit SID
    Previously when trying to edit an Oracle SID in MConfig, an error caused MConfig to crash.
    This error is corrected.
    Defect: 2360952
    Schedule Rule Blocked by Pending Background Tasks
    Previously, a Schedule Rule may fail to execute if there were pending background tasks created with a system nature different from the current system. This error is corrected.
    Defect: 2447140
    APM Monitor: Excessive Duration Logged for SYSTEM Context
    An issue was identified in the APM monitor logging framework where execution durations for Maconomy Application subprograms (MSL scripts) were inaccurately recorded. This caused the reported completion sequence to appear skewed, leading to measurement discrepancies making log entries harder to interpret. In some cases, the issue resulted in excessively high durations being logged for the SYSTEM subprogram, even when the overall operation had a much shorter actual runtime.

    The root cause has been resolved, and additional safeguards have been implemented to improve detection of similar issues in the future.
    Defect: 2474981
  • REST API
    Redundant Fields Removed from Job Progress
    Several string fields have been removed from the Maconomy container for JobProgress as part of factoring out redundant functionality where better options exist. The removed fields have no impact on current functionality, as appropriate real number or amount fields were introduced in Maconomy 2.6. 

    For a full list of removed fields, see the API Changes section.
    Defect: 2005974
    Request Information Not Transferred Asynchronously
    Previously, in the Maconomy Containers Web Service, request information was not properly transferred during asynchronous request handling. This affected extensions relying on the request information, such as the HMRC digital tax extension (MTD). This error is corrected.
    Defect: 2495247
    Extension Errors Display Incorrectly
    Previously, errors thrown by an extension were incorrectly exposed as "Internal Server Error" by the Maconomy RESTful API. This error is corrected.
    Defect: 2415700
  • Performance
    High Memory Usage Due to Workspace Configurations
    The web client used to process the configurations of all workspaces up front upon loading. This increased loading times and took up extra memory as the processed form of a workspace is larger than the unprocessed form.
    To address this issue, processing is now postponed until the user opens a workspace.
    This change has two consequences for workspace developers:
    1. Semantic validation of workspaces is now performed when the user opens a workspace. Previously, all workspaces were validated when the web client was opened. Note that schema validation is still performed on all workspaces as soon as the web client is opened.
    2. Validation of notifications types is also postponed until the user clicks on a notification.
    Defect: 2447051
  • Touch
    Users Unable to Log In After Cancelling Biometrics
    In systems supporting both Maconomy and OAuth login, if a user logs in with Maconomy credentials and enables biometrics, then cancels biometric login to switch to OAuth via the main login screen, Touch displayed an error message (“This user does not exist or the password is incorrect”) when the user attempted to log back in using biometrics. This is now fixed.
    Fix: 2273587
    Missed Meal Could Not Be Used in Weekly Timesheet Check In
    In the Check In tab of Weekly Timesheets, adding Missed Meal and then toggling it on triggered an error. This issue is now resolved.
    Fix: 2430713
    OAuth Window Not Loading When Touch Was Accessed Via Browser
    When using Touch in Chrome or Edge with OIDC login (Azure or Okta) configured via SafariViewController, users’ login attempts caused the browser to hang and display a “SafariViewController is not defined” error message in the console. This is now fixed.
    Fix: 2430717
    Privacy Link Fix
    The privacy policy link on the "Terms and Use of Service" page was pointing to the wrong link. This is now fixed.
    Fix: 2437655
    2FA App Failed to Launch via Picker on iOS26
    Users of iPhones running iOS 26 with Maconomy 2FA enabled were unable to launch their selected 2FA app (for example, Apple Passwords) from the picker. This is now fixed.
    Fix: 2472345
    Unable to Log In with OAuth When Using Browser
    When using Touch in the browser, users who signed in via the OAuth window were redirected to the main Touch login screen but remained stuck on the loading animation. This issue is now fixed.
    Fix: 2476163
    Mismatched GUID Error During Azure Login
    When users logged in with Azure credentials, Touch would sometimes display the “Mismatched GUID” error message. This issue is now resolved.
    Fix: 2481961
    REST_LOGGING_ENABLED="true" Caused Errors
    When REST_LOGGING_ENABLED was set to "true" in the configuration.ini file, Touch returned multiple errors ("Malformed request entity...", "REST Authentication Failed", "Container request failed") when a user logged in. This issue is now fixed.
    Fix: 2481962
  • People Planner
    No Warning Upon Creation of Booking Outside Employment Period
    A warning prompt did not display when you created a dynamic booking outside the employment period of a resource. This error is corrected.
    Defect: 2069281
    Export to Excel Error
    When you clicked the Export to Excel button, an error would appear in the Network Tab after a few minutes, causing the loading indicator to continue despite the export failing in the background. This occurred when a large amount of data had to be exported. This error is corrected.
    Defect: 2113026
    Bookings on Restricted Projects via REST API
    Users were able to create bookings via REST API  on projects that were either read-only or not included in their privileges. This error is corrected.
    Defect: 2114410
    Project Import Error Due to Special Characters
    Project imports would fail if the budget type name contained special characters. This error has been corrected.
    Defect: 2177037
    Incorrect Allocated Values on Man Hours Reimport
    Reimporting manhours using the import mapping would incorrectly deduct values from the assignment’s Allocated column. This error has been corrected.
    Defect: 2320181
    Assign Task Functionality in Resource Management
    An error prevented users from assigning tasks to multiple employees properly in the Resource Management workspace. This error is corrected.
    Defect: 2353550
    Incorrect Resource Category for Filtering
    In the Resourcing workspace, when you selected a row, the resource category of the selected assignment was not used to filter the resources. Instead, it used the main project's resource category. This error is corrected.
    Defect: 2360859
    Current User Error When Running Multiple Requests
    When you ran requests via REST to create, update, and delete bookings in a cycle with multiple users, an error occurred where the current user was not set. This error is corrected.
    Defect: 2366686
    Incorrect Resource Visibility in Data Limitation
    All resources were incorrectly displayed in the Windows Application when applying data limitations with the Resource where I am resource manager option selected. This error occurred when the resource of the current user was not a resource manager and the OR operator was used in the criteria. This error is corrected.
    Defect: 2369505
    Users Without Access Could Edit Bookings
    Users that were not associated with a Resource and did not have the correct privileges could still edit bookings in the Windows Application or Web Components. This issue has been fixed.
    Defect: 2378154
    Export Error When Using Custom Perspectives
    Exporting data to Excel from certain views in the Windows application would occasionally fail due to a multithreading issue. This was caused by the way the system handled large volumes of data during the export process. This has been optimized to ensure exports are handled safely and reliably, even when working with larger datasets.
    Defect: 2422546
    WBS Numbering Filter Error
    When using the filter on the WBS Numbering column in the Web Components, it did not display the correct results. This error is corrected.
    Defect: 2430977
    Estimate Date Sent to People Planner Was Empty After Planning Budget Approval
    When you approved the planning budget and sent it to People Planner, the Estimate Date shown in Jobs and in the Resourcing workspace was blank.
    Defect: 2440338
    Unable to Paste Values from External Sources
    By error, you could not paste copied values from an external source into a cell in the Web Components. This issue has been fixed.
    Defect: 2458906
    Reimport User Error in Oracle
    An error occurred when importing users with roles from Maconomy via Oracle.

    Defect: 2474628
    Delete Log Entries Error
    The Delete old log entries scheduled task would fail due to an error. This issue has been fixed.
    Defect: 2496952
Database Changes

Maconomy Changes

This section contains the database changes from Maconomy version 2.6.8 to 3.0.
Summary
18 relations created
4 relations removed
36 were expanded
4 were moved
10 were renamed
66 new fields
11 removed fields
6 renamed fields

Database Relation
Relation: PRINTERSELECTIONRULE (removed)
Relation: PRINTER (removed)
Relation: VIEWGROUPMEMBER (removed)
Relation: ACCOUNTBALANCE (removed)
Relation: USERROLEACTIONINFORMATION  
    Field: CANCREATESMARTSUMMARIES added  
    Field: FINDJOBCOSTDATAINDIGITALASSI added  
    Field: CANAPPROVEJOBREALLOCATIONS added  
    Field: CANSEEALLJOBREALLOCATIONS added  

Relation: CONTACTCOMPANY  
    Field: CONTACTCOMPANYIMAGE added  

Relation: TARGETGROUPAPPROVEJOBREG  
    Field: WEEKNUMBER removed  
    Field: MONTHNUMBER removed  
    Field: THEYEAR removed  
    Field: FROMDATE removed  
    Field: TODATE removed  
    Field: PROJECTMANAGERNUMBER removed  

Relation: INVENTORY  
    Field: DONOTALLOWNEGATIVESTOCKVOLUM added  

Relation: CONTACTRELATION  
    Field: RELATIONTYPELIST removed  

Relation: EMPLOYEEFIELDACCESS  
    Field: PROFILEIMAGE added  

Relation: JOBENTRY  
    Field: REALLOCATEDORIGINALENTRYDATE added  
    Field: REALLOCATEDORIGINALINSTANCEK added  
    Field: REALLOCATEDORIGINALORIGIN added  
    Field: REALLOCATEDTOINSTANCEKEY added  
    Field: REALLOCATEDTOJOBNUMBER added  
    Field: REALLOCATEDTOTASKNAME added  

Relation: TASKGENERATORHEADER  
    Field: LOCALTORULE added  
    Field: RULETYPE added  
    Field: ALLOWDUPLICATETASKS added  

Relation: EMPLOYEE  
    Field: GENDER changed type from INTEGER to VARCHAR(FULLFIELDLENGTH)  
    Field: PROFILEIMAGE added  

Relation: EMPLOYEEREVISION  
    Field: GENDER changed type from INTEGER to VARCHAR(FULLFIELDLENGTH)  

Relation: ACCOUNT  
    Field: STANDARDACCOUNTNUMBER added  
    Field: STANDARDCHARTOFACCOUNTSNAME added  

Relation: ASSET  
    Field: TAXWRITEUPTOTAL added  
    Field: TAXWRITEUPTOTALENTERPRISE added  
    Field: TAXWRITEDOWNTOTAL added  
    Field: TAXWRITEDOWNTOTALENTERPRISE added  

Relation: ROYALTYSETTLEMENTHEADER  
    Field: TRANSACTIONTYPE added  

Relation: LOCALACCOUNT  
    Field: STANDARDACCOUNTNUMBER added  

Relation: USERDIALOGGROUP  
    Field: GROUPTITLE added  

Relation: VENDOR  
    Field: VENDORIMAGE added  

Relation: TASKGENERATORPARAMETER  
    Field: LOCALTORULE added  

Relation: COMPANYVENDOR  
    Field: VENDORIMAGE added  

Relation: JOBHEADER  
    Field: JOBIMAGE added  

Relation: COMPANYINFORMATION  
    Field: EVENTFLOWTYPE added  
    Field: DAYSOVERDUEHIGHLIGHT added  

Relation: CUSTOMER  
    Field: EVENTFLOWTYPE added  
    Field: CREDITCONTROLLER added  
    Field: CREDITLIMITNOTIFICATIONPERCE added  
    Field: CUSTOMERIMAGE added  

Relation: INVOICE  
    Field: TRANSACTIONTYPE added  

Relation: JOBPRICELISTLINE  
    Field: ZEROCOSTPRICE added  
    Field: ZEROBASESALARYRATE added  
    Field: ZEROOVERHEADCOSTRATE added  
    Field: ZEROINTERCOMPANYPRICE added  
    Field: ZEROBILLINGPRICE added  
    Field: ZEROSTDBILLINGPRICE added  

Relation: COMPANYCUSTOMER  
    Field: EVENTFLOWTYPE added  
    Field: CREDITCONTROLLER added  
    Field: CREDITLIMITNOTIFICATIONPERCE added  
    Field: CUSTOMERIMAGE added  

Relation: SEARCHSUBSCRINVSELECTION  
    Field: FROMINVOICEDATE removed  
    Field: TOINVOICEDATE removed  

Relation: KEYGENERATORHEADER  
    Field: LOCALTORULE added  
    Field: LOCALTOPARENTRULE added  
    Field: ALLOWDUPLICATEKEYS added  

Relation: DOCUMENTARCHIVELINE  
    Field: EXTERNALID added  

Relation: JOBREALLOCATIONENTRY  
    Field: JOBREALLOCATIONNUMBER added  

Relation: CONTACTPERSON  
    Field: GENDER changed type from INTEGER to VARCHAR(FULLFIELDLENGTH)  
    Field: PROFILEIMAGE added  
    Field: POSITIONLIST removed  

Relation: LOCALCHARTOFACCOUNTS  
    Field: STANDARDCHARTOFACCOUNTSNAME added  

Relation: TARGETGROUPJOBACCRUAL  
    Field: JOBGROUP added  

Relation: JOBREALLOCATIONJOURNAL  
    Field: JOBREALLOCATIONNUMBER added  

Relation: SYSTEMPARAMETER  
    Field: DEPRECATED added  

Relation: DIALOGGROUPMEMBER  
    Field: REMOVEDLINENUMBER changed name from LINENUMBER  
    Field: REMOVEDDIALOGNAME changed name from DIALOGNAME  
    Field: REMOVEDWINDOWTITLE changed name from WINDOWTITLE  
    Field: REMOVEDACCESSFROM changed name from ACCESSFROM  

Relation: SYSTEMINFORMATION  
    Field: STANDARDCHARTOFACCOUNTSNAME added  
    Field: PASSWORDREQUIRED removed  

Relation: CUSTOMERENTRY  
    Field: SELECTEDFOREMAIL added  
    Field: CREDITCONTROLSTATUS added  
    Field: CONTACTPERSONCREDITCONTROL added  
    Field: EVENTFLOWNUMBER added  

Relation: TASKGENERATORLINE  
    Field: LOCALTORULE added  

Relation: JOBINVOICEALLOCATION  
    Field: TRANSACTIONTYPE added  

Relation: BACKGROUNDTASK  
    Field: PARENTTASKGENERATORNAME added  
    Field: RULEEXECUTIONID added  

Relation: BANKRECONCILIATIONLINE  
    Field: DEBITACCOUNTCURRENCY changed name from DEBITCURRENCY  
    Field: CREDITACCOUNTCURRENCY changed name from CREDITCURRENCY  

Relation: GENDER (new)  
Relation: REPORTDATAEXPORT (new)  
Relation: STANDARDACCOUNT (new)  
Relation: STANDARDCHARTOFACCOUNTS (new)  
Relation: CHECKTASKNAME (new)  
Relation: JOBENTRYVALIDATION (new)  
Relation: JOBENTRYERRORLOG (new)  
Relation: JOBREALLOCATIONHEADER (new)  
Relation: SECTARGETGROUPAPPROVEJOBREG (new)  
Relation: CONTAINERSPECIFICATION (new)  
Relation: CONTAINERFIELD (new)  
Relation: DATASELECTIONHEADER (new)  
Relation: DATASELECTIONLINE (new)  
Relation: WINDOWBINDINGHEADER (new)  
Relation: WINDOWBINDINGLINE (new)  
Relation: SMARTSUMMARYCATEGORY (new)  
Relation: SMARTSUMMARYTYPEHEADER (new)  
Relation: SMARTSUMMARYTYPELINE (new)  

People Planner Changes

This section contains the database changes from People Planner version 4.8 to 4.9.
Tables Added Between Release 4.8 and 4.9

Table Name

CustomResourceCapacityFilter

API Changes
You can view the details of all API changes between 2.6 to 3.0 here. This includes updated API titles, removed fields, and expanded abbreviations introduced in this release, which may affect integrations or custom configurations.
Known Issues
This section includes a summary of issues that are new in this release.

Maconomy

Compensation Model Not Saving in Gross Pay Calculations
Deltek Tracking: 2505458
Currently, when attempting to change the Compensation Model in the Gross Pay Calculations workspace, a warning message incorrectly appears stating that there are unsaved changes. After confirming the warning and saving, the selected compensation model reverts to its previous value instead of saving the new selection. There is no workaround at this time. We are actively working on a resolution and will provide an update shortly.

Denmark - Annual CSV File: Excluded Local Accounts with No Transactions
Deltek Tracking: 2469127
Currently, when you generate the Annual CSV File using a reporting structure and with the Include Zero Balances option selected, the report excludes local accounts with zero balances but without any transactions. The report only includes accounts with zero balances if they have associated transactions. We are actively working on a resolution and will provide an update shortly.


Norway - SAFT: Exception from Unparsed Dates
Deltek Tracking: 2390942
Currently, some date fields in the Norway Standard Audit File – Tax (NSAFT) report are not properly parsed, resulting in a java.lang.NullPointerException error in the logs. One example is the <TaxVerificationDate> field, which is left blank even when populated in Maconomy. We are actively working on a resolution and will provide an update shortly.

Finance and Tax Settlement Reports Not Displaying Data
Deltek Tracking: 2484285
Currently, certain BO (Business Objects) reports related to Finance and Tax Settlement in Maconomy 3.0 (CPA and PSO) systems may not display any data. This issue arises due to a mismatch between records in the Account and AccountPV tables in the Maconomy database during setup or installation.
Workaround:
This issue can be temporarily resolved by executing the drop and create scripts for the ACCOUNTPV table directly on the Maconomy 3.0 (CPA and PSO) systems database.

Touch

There are no known issues in this area for Touch 4.6.

People Planner

Period-Based Columns Changes Layout
Deltek Tracking: 2483152
Enabling the Period Load, Period Actuals, or Period Available Capacity columns in the Available Columns dialog box of the Resourcing workspace changes the order of columns displayed in the workspace, even if the column is not added to the visible layout.
Field Updates
Several fields have been updated for consistency and clarity. You can view the full list of updates here.