See detailed changes

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.