See detailed changes​

2026-10-03

Added

• Added these endpoints related to Suppliers
  • Retrieve Supplier Diversity Classifications
  • Retrieve Supplier Business Classifications
  • Bulk Create Update or Delete Supplier Diversity Classifications
  • Bulk Create Update or Delete Supplier Business Classifications
• Added Update Purchase Order, Patch Purchase Order By Id, Delete Purchase Order, Create, update, patch, or delete Purchase Order Entries endpoints

Changed

• Updated Update Estimate endpoint to block defaultTaxCodeId, currencyId, fxRate, and version changes if the estimate has been submitted or posted.
• Update the path of Approve (Post) Journal by ID and Unapprove (Unpost) Journal by ID endpoints. The current paths still work the same.
• Update the path of Approve (Post) Payment by ID and Unapprove (Unpost) Payment by ID endpoints. The current paths still work the same.
• Update the paths of Approve (Post) Time Entry by ID and Unapprove (Unpost) Time Entry by ID endpoints. The current paths still work the same.
• Updated Employees endpoints to apply Employee Cost Rate permission check. If the API user doesn't have the permission, hourlyCostRate value in the response will always be 0, and the value in the create or update request will be ignored.

2026-09-28

Added

• Added Post (Approve) Estimate by ID and Unpost (Unapprove) Estimate by ID endpoints.

Changed

• Added clientIds and jobIds filters to Retrieve Monthly Billings & Revenue Statements endpoint.

2026-09-19

Added

• Added Update Entries of Estimate endpoint.
• Added media estimate acceptance related fields and endpoint.
  • Added Retrieve Media Estimates Acceptances endpoint.
  • Added AcceptanceStatus field to MediaEstimates.
  • Added AcceptanceStatuses and ClientApproved filters to Retrieve Media Estimates endpoint.
• Added media insertion order acceptance related fields and endpoint.
  • Added Retrieve Media Insertion Order Acceptances endpoint.
  • Added AcceptanceStatus field to MediaInsertionOrders.
  • Added AcceptanceStatuses filter to Retrieve Media Insertion Orders endpoint.
• Added entries field to ExpenseReceipts and added includeEntries filter to Retrieve Expense Receipts endpoint.
• Added Patch Job By Id endpoint.

2026-09-14

Added

• Added files and hyperlinks related ednpoints for Estimates, GeneralLedgerAccounts​, Jobs, and Journals.
• Added Delete Estimate endpoint.
• Added Retrieve Billable Rates endpoint.

2026-08-23

Added

• Added files and hyperlinks related endpoints for Suppliers
  • Retrieve Files and Hyperlinks
  • Create File and Hyperlink
  • Delete File and Hyperlink by ID
  • Download File by ID

2026-07-21

Added

• Added Create or Update Resource Tracker of Estimate Entry and Create or Update Resource Tracker Allocations of Estimate Entry endpoints.
• Added Retrieve Employee Utilization report endpoint.

Changed

• Added billableHours and nonBillableHours fields to Create Time Entry and Update Time Entry by ID endpoints.

2026-07-05

Added

• Added Retrieve Estimated Revenue Tracker Details endpoint.
• Added MediaInsertionOrders endpoints.
• Added Retrieve Inter-Office Billing Reconciliation, Retrieve Inter-Office Reconciliation Details, and Retrieve Inter-Office Reconciliation Summaries endpoints.
• Added Retrieve Job Cost & Billing Details and Retrieve Job Cost & Billing Summaries endpoints.
• Added Bulk Create Update or Delete Expenses endpoint.
• Added Entities endpoints.

Changed

• Removed length limit of field details of Media Schedule Entry. Previously, the length limit was 100.

2026-06-12

Added

• Added Retrieve Budget Report and Retrieve Client Budget Report endpoints.
• Added Retrieve Employee Timesheet Export Details and Retrieve Employee Timesheet Export Summaries endpoints.

Changed

• A refresh_token can only be used once to exchange an access token. The refresh_token in the new token response should be used for next time. Previously, a refresh_token can be used until it expired.

2026-06-07

Added

• Added Retrieve Media Cost Reconciliation Details and Retrieve Media Cost Reconciliation Summaries endpoints.
• Added Retrieve Purchase Order Report endpoint.

Changed

• Updated the validations for Approve Time Entry by ID endpoint to make sure the user has approval rights and the weekly timesheet has been submitted and approved.
• Updated Update Client by ID endpoint to ignore null value for masterClientId. Previously, the masterClientId would be set to 0 in this case.

2026-05-30

Added

• Added these Reports endpoints
  • Retrieve Media Financial Details
  • Retrieve Media Financial Summaries
  • Retrieve Monthly Balance Sheet Statements
  • Retrieve Monthly Balance Sheet Statements by Report Format
• Added MediaEstimates endpoints.

Changed

• Updated taxCodeId and taxPercentage to be optional for Create Client and Update Client by ID endpoints.

2026-05-22

Added

• Added several Reports endpoints
  • Retrieve Aged Work In Progress and Advance Billing Summaries
  • Retrieve Monthly Profit & Loss Statements
  • Retrieve Monthly Profit & Loss Statements by Report Format

Fixed

• When using Create Leave endpoint with submitted = true, it supports both legacy approval workflow and approval scenarios. Previously, the approval scenarios were not supported and the manager approval record was not created correctly.

2026-05-16

• Added several Reports endpoints
  • Retrieve Client Profitability Summaries
  • Retrieve Client Profitability Details
  • Retrieve Monthly Billings & Revenue Statements
  • Retrieve Receivables Aging Summaries
  • Retrieve Payables Aging Summaries
• Added Bulk Create Update or Delete Estimate Scheduled Invoices endpoint
• Added Update Estimate endpoint (with only limited fields)
• Added countryOfDomicileId field to Clients

2026-05-03

• Added file/hyperlink support to ClientJobInvoices, Clients, ClientSundryInvoices and SupplierInvoices.
• Added Retrieve Client Profitability Summaries and Retrieve Client Profitability Details endpoints.

2026-03-19

• Added query parameter includeEntries to the following endpoints. By default, the entries are not included. Set this parameter to true to include the entries:
  • Retrieve Client Job Invoices
  • Retrieve Estimates
  • Retrieve Media Schedules
  • Retrieve Payments
  • Retrieve Purchase Orders
  • Retrieve Receipts
  • Retrieve Supplier Invoices

2026-03-15

• Added Retrieve Deleted Estimates endpoint.
• Updated the response of Retrieve Deleted Employees and Retrieve Deleted Time Entries endpoints to only include id and deletedAt.
• Updated some request fields and description of Create Media Schedule and Update Media Schedule by ID endpoints.

2026-02-28

• Updated the following endpoints to add startDate field and deprecated mondayDate field to support customization of the week start date:
  • Retrieve Weekly Timesheet Summary
  • Retrieve Weekly Timesheet Summaries
  • Retrieve Timesheet Submissions
  • Submit Timesheet
• Added Create Purchase Order Entries endpoint.
• Added optional costRate field to Create Time Entry and Update Time Entry by ID endpoints.
• Added rate limiting of 100 request per minute per IP address.

2026-02-16

• Updated DailyWorkingTimes endpoints.

2026-02-06

• Added Retrieve Employee Expense Summaries Detail endpoint.
• Added Create a new Purchase Order endpoint.
• Added Retrieve Pending Approvals endpoint.
• Updated Sync Media Schedule Entries endpoint to support incremental sync.

2026-01-24

• Added TalentClientSponsorContacts endpoints.
• Updated accountPayableAccountId to be optional for Create Supplier Invoice endpoint. The default AP GL Account will be assigned.
• Added DailyWorkingTimes endpoints.

2025-12-19

• Added Create Talent Client Sponsorship and Update Talent Client Sponsor by ID endpoints.

2025-12-13

• Added Sync Media Schedule Entries endpoint.
• Added MediaMarkets endpoints.
• Added MediaChargeTypes endpoints.
• Added MediaCycleTypes endpoints.
• Added MediaAdjustmentTypes endpoints.
• Added Create Campaign and Update Campaign by ID endpoints.
• Added ClientContacts endpoints.
• Added SupplierContacts endpoints.
• Added MediumContacts endpoints.
• Added Retrieve Countries endpoint.
• Added Create Talent Client Sponsorship and Update Talent Client Sponsorship by ID endpoints.

2025-11-03

• Added Retrieve Companies and Retrieve Company by ID endpoints.
• Added Retrieve Expense Summaries endpoint.
• Added EmployeeExpenseSummaries endpoint.

2025-09-03

• Added Retrieve Deleted Employees and Retrieve Deleted Time Entries endpoints.
• Added Retrieve Roles endpoint and added roleId to Employees.

2025-08-05

• Added PurchaseOrders endpoints.

2025-05-04

• Added Update Media Schedule Entry by ID endpoint.

2025-04-26

• Added JobTimelines endpoints.
• Updated to sort list data in descending order of last updated date (if supported) and id

2025-04-19

• Added billClientFeeOnly field to Create Media Schedule endpoint.
• Added optional fields supplierId, currencyId, fxRate and supplierTaxPercentage to Create Media Schedule Entries endpoint.

2025-04-07

• Added Activate Media Schedule and Deactivate Media Schedule endpoints.
• Added optional fields scheduleNo, officeId, and currencyId to Create Media Schedule endpoint.
• Added Download Expense Claim File endpoint.

2025-03-21

• Added Retrieve, Create, and Delete File and Hyperlink endpoints for Expense Claim.

2025-03-08

• Added ResourceTrackerDetails, ResourceTrackerSummaries, and ResourceTrackerByEmployees endpoints.
• Added EstimateResources endpoints.
• Added Probabilities endpoint.
• Added Create Product and Update Product by ID endpoints.
• Added employeeId and creditCardHolderId filter to Retrieve Credit Card Merchants

2025-03-02

• Added expense attendees support to CreditCardTransactions endpoints.
• Added PayrollBudgets endpoints.

2025-02-15

• Added Create Custom Code and Update Custom Code by ID endpoints.

2025-01-22

• Enabled permission control. See Endpoint Permissions for details.

2025-01-21

• Added Retrieve Entries of Media Schedule and Create Entries of Media Schedule endpoints.
• Added MediaAdTypes endpoints.
• Added MediaBuyTypes endpoints.
• Added MediaFormats endpoints.
• Added MediaMaterials endpoints.

2025-01-10

• Added estimatedRevenue to Estimates.
• Added Update Estimated Revenue endpoint.
• Added MediaSchedules endpoints.
• Added PublicHolidays endpoint.

2025-01-03

• Added employeeIds filter to Retrieve Suppliers endpoint.
• Added countryId to Offices and TaxCodes.

2024-12-20

• Added custom code id filters to Retrieve Employees endpoint.
• Added MediaTypes endpoints.
• Added Mediums endpoints.

2024-12-13

• Added ExpenseExternalAttendees endpoints.
• Added expenseAttendees property to Expense entity.
• Added TalentClientSponsors and TalentClientSponsorships endpoints.

2024-12-06

• Added lastUpdatedByEmployeeId and lastUpdatedAt fields to the entities which support those fields.
• Added Retrieve Matching Expense Management Rule endpoint.
• Added Retrieve Custom Code Labels endpoint.
• Added officeId filter to Retrieve Custom Data endpoint.

2024-11-08

• Added customDataTypeName filter to Retrieve Custom Data endpoint.
• Added expenseLocationId field to Expense entity.
• Added officeId field to ExpenseClaim entity.

2024-10-31

• Added approvedFrom filter to Retrieve Client Job Invoices, Retrieve Receipts and Retrieve Receipt Entries endpoints.

2024-10-04

• Added Create Supplier Invoice and Create Entries of Supplier Invoices endpoints.

2024-09-16

• Applied endpoints permission control. See Endpoint Permissions.

2024-09-07

• Added Retrieve Expense Receipts endpoint.
• Added Create Expense Receipt Allocation endpoint.
• Added Create Credit Card Transaction Receipt Allocation endpoint.

2024-08-28

• Added Split Credit Card Transaction by ID endpoint.

2024-08-24

• Added employee to Generate Token response.
• Increased max limit for list queries to 200.

2024-08-17

• Added bypassSubmission option to Approve Journal by ID endpoint.

2024-08-10

• Added comments field to Messages.
• Added transactionTypeIds filter to Retrieve Messages endpoint.

2024-07-01

• Enhanced Update Entries of a Journal endpoint to support add/update/delete.

2024-06-24

• Added Create Estimate and Create Entries of Estimate endpoints.
• Added Approve Journal by ID and Unapprove Journal by ID endpoints.
• Added lockedForExpense and lockedForCreditCard filters to Retrieve Jobs endpoint.

2024-06-14

• Added Cancel Journal by ID endpoint.

2024-06-04

• Added officeRestrictions field to Employees.
• Added Update Employee Office Restrictions endpoint.

2024-05-29

• Added Move Time Entry by ID endpoint.

2024-05-19

• Added CustomDataTypes and CustomData endpoints.
• Added departmentId filed to Create Expense and Update Expense by ID endpoints to override the department.
• Added Retrieve Messages and Mark Message as read by ID. endpoints.

2024-05-14

• Added useForTime filter to Retrieve Jobs endpoint.
• Added excludeHeaderDepartment filter to Retrieve Departments endpoint.
• Added Retrieve Expense Management Rules endpoint.

2024-04-30

• Added preferredName field to Employees.
• Added Retrieve Task Type Office Rates endpoint.

2024-04-23

• Added Create Job, Update Job by ID, Deactivate Job by ID, and Activate Job by ID endpoints.

2024-04-08

• Added Retrieve Estimate Scheduled Invoices endpoint.
• Added Create Title and Update Title by ID endpoints.

2024-03-19

• Added more ExpenseClaims related endpoints.

2024-03-09

• Added CreditCardTransactions endpoints.
• Added ids filter to most endpoints which retrieve a list of data.
• Added ExpenseClaims endpoints.
• Fixed a bug to use dailyLeaveHours to calculate daily leave hours for Create Leave endpoint.

2024-02-25

• Added CreditCardMerchants endpoints.
• Added CreditCardHolders endpoints.
• Added approvalStatus field to TimesheetSubmissions.

2024-02-11

• Added Submit Timesheet endpoint.
• Added Retrieve Employee by Email endpoint.
• Updated Token endpoint to support refresh token.

2024-02-02

• Added taxStatus, taskTypeHeadingId, and subTaskTypeHeadingId fields to Retrieve Entries of Estimate.
• Added TaskTypeHeadings endpoints.
• Added TimesheetSubmissions endpoint.
• Added Retrieve Weekly Timesheet Summary endpoint.

2024-01-27

• Added approvedFrom and approvedTo filters to Retrieve Estimates endpoint.
• Added Retrieve User Access Rights by Group ID endpoint.
• Added more fields to TaskTypes and added useForExpenseClaimsCreditCards filter to Retrieve Task Types endpoint.
• Added Options endpoints.

2024-01-14

• Added pinned field to TimeLines.
• Added Pin Time Line by ID and Unpin Time Line by ID endpoints.
• Added useForTime field to JobTypes and added useForTime filter to Retrieve Job Types endpoint.
• Added jobTypeIds field to TaskTypes and added jobTypeIds filter to Retrieve Task Types endpoint.
• Added lockedForTime filter to Retrieve Jobs endpoint.
• Added domicileCountryId field to Suppliers

2024-01-08

• Added Receipts and ReceiptEntries endpoints.
• Added SalesCommissions endpoints.

2023-12-19

• Added required field officeId to Create Payment endpoint.
• Added Unapprove Time Entry by ID endpoint.
• Enhanced Leaves endpoints:
  • Added new endpoints: Submit Leave by ID, Approve Leave by ID and Reject Leave by ID.
  • Added submitted field to Create Leave endpoint. If true, the newly created leave will be submitted. Previously, the newly created leave always has unsubmitted status.
  • Updated Update Leave by ID endpoint to allow updating submitted or approved leaves. Previously, submitted or approved leaves could not be updated.
  • Updated Delete Leave by ID endpoint to allow deleting submitted or approved leaves. Previously, submitted or approved leaves could not be deleted.

2023-11-18

• Added DailyLeaveHours and WeeklyTimesheetHours fields to Employees endpoints.

2023-10-19

• Added LastUpdatedByEmployeeId and LastUpdatedAt fields to SupplierInvoices endpoints.

2023-09-23

• Added PayToBankName and PayToBankAccountType fields to Suppliers endpoints.

2023-08-28

• Added Retrieve Timesheet Audit Trails endpoint.
• Added date field to Estimate object. Affected endpoints are: Retrieve Estimate by ID and Retrieve Estimates.

2023-08-01

• Added Create Client endpoint.
• Added Update Client by ID endpoint.