Finago PSA Summer Release Notes 2026
In our summer releases (mid-July until end of August), we have focused on improvements to resource management, reporting, billing, project management, and overall user experience.
User Experience Improvements
Dialogs Can Be Moved
Several PSA selection, confirmation, and edit dialogs can now be moved by dragging the window from its title bar. This makes it easier to review information in the background without having to close the open dialog. The change applies to billing, projects, settings, reporting, expenses, and resource management views, among others.
My Day and Resource Management
My Day Shows Active Tasks and Today's Allocations
Today's Allocations displays all allocations assigned to the current day. Allocation details now show the allocation period, total allocation amount, and logged hours according to the allocation method used.
Active and Upcoming Tasks displays tasks whose date range includes the current day, as well as tasks due within the next 14 days. Tasks without a defined date range are assumed to be active. Tasks with only a due date are considered active until that due date. Completed tasks are not included in the view.
Allocation Management Improvements
Several usability and data presentation issues have been resolved in the allocation view.
The selected date period is retained when switching between day, week, and month views.
Allocation changes are updated immediately without refreshing the page.
Workdays and non-working days are displayed correctly when opening consecutive allocations.
The selected user in the search field remains selected when navigating within the view.
Validation of required information for recurring tasks has been improved.
When an automatic allocation is created during task creation and there are no working days within the task date range, the Allocate to Non-Working Days setting is automatically enabled. This ensures that allocation days and hours are calculated correctly.
The team assigned to a placeholder resource is now displayed below the resource name in the allocation view. Team and company filters also correctly include placeholder resources.
Time Entries and Working Hours
Editing Other Users' Time Entries
Editing another user's time entry now works correctly even when the "Only My Projects" visibility setting is enabled. The original project and customer remain selected even if the editor is not a member of the project team.
Fixes to Actual Costs View
Task-specific hourly rates are now correctly applied to hours logged against the task. Handling of hours logged to fixed-price and non-billable tasks has also been corrected in the Actual Costs view.
Reporting
When creating a new report, the selected date range is now always saved to the report.
Filters in new reports are retained when changing the report currency, report date range, or material date range.
User reports now include a report date range filter that allows reports to include only users who were employed during the selected period. This applies to both active and locked users and significantly improves the usability of utilisation reports in organisations with a large number of users.
Credit notes and credited invoices are now shown in new reports according to their own invoice dates.
The Paid Amount field on billing reports is now correctly converted to the report currency when the multi-currency add-on is in use.
Billing and Expenses
Delivery Date for Mass Billing
Mass billing now allows a delivery date that differs from the invoice date. This is useful when invoices generated from the previous month's data need to be recognised in the correct accounting period. Invoice date, delivery date, and posting date can no longer be left blank.
Crediting Multi-Address Invoices
Credited material is now always returned to the correct billing address for re-invoicing in all situations.
Visibility of Non-Billable Payment Installments
Non-billable payment installments are now clearly displayed with their own status in project payment schedules. The status also indicates whether non-billability is caused by a missing invoice date or by project settings. Non-billable installments are not included in the unbilled amount calculation.
Expense Date Is Required
Expense claims can no longer be saved without a date.
Projects and Customers
Archiving and status changes for projects and subprojects have been clarified and improved.
The project list can now display, edit, sort, and filter by Order Number and Contract Number. These fields are also included in Excel exports when enabled in company settings.
Customer parent company and main business unit information can now be cleared if needed.