2026 Release Notes
26th January - Release 2026w5
Enhancements
Work Items
MK2-7203 | Improved Work Item Navigation - updated the new work item creation form accessed via URL to redirect to the matter's work items page upon saving and closing, instead of the main work items page.
Bug Fixes
Matters
MK2-7100 | Incorrect Party Creation - resolved an issue where creating a Joint or Organisation client with a party caused an additional blank party to appear in the Update Client form when creating a new matter.
Requisitions
MK2-7149 | Text Template Shortcut - fixed an issue where entering a Text Template shortcut in the Reason field when creating a requisition did not populate the template and the keyboard icon was not available for manual selection.
Reporting
MK2-7189 | Fee Analysis Pivot Export - fixed an issue where the Fee Analysis Pivot report failed to export when custom filters were applied. The report can now be exported to Excel with or without filters.
MK2-7227 | Aged Creditors - corrected a spelling mistake in the filters of the Aged Creditors report where "Ageing Basis" was misspelled.
Purchases
MK2-7202 | Batch Payment Method - resolved an issue where users were unable to set or change the payment method for a supplier during the batch pay purchases process.
Work Items
- MK2-7229 | Calendar Icon - resolved an issue where clicking the calendar icon in Work Items did not open the calendar as expected.
General Ledger
- MK2-7235 | Control Role Label in Client/Trust Journal - fixed an issue where the control role was incorrectly shown as "Office Credit Funds" instead of "Client/Trust Control".
January 19th - Release 2026w4
Bug Fixes
Matters
- MK2-7033 | Matter Updates - fixed an issue where changes to various matter attributes were not retained after saving, or caused an on-screen error—particularly when non-value fields were present.
Banking
- MK2-7168 | Incorrect Cheque Clearance - resolved an issue that caused receipts posted with a cheque payment type to return an incorrect date rather than the configured clearance date.
Work Items
- MK2-7178 | Work Items Display - resolved an issue when creating a new work item the screen opened in full screen regardless of whether it was accessed from a designated URL.
Reporting
- MK2-7213 | Report Exports - Resolved an issue where exports of the Profit and Loss Statement and Balance Sheet incorrectly displayed account IDs instead of the account code and account name.
January 12th - Release 2026w3
Enhancements
Reporting
- MK2-7106 | Profit & Loss Report - we have enhanced this report, it processes a large volume of transactions and journal entries, requiring multiple data round trips. A performance review was needed, especially for sections that aggregate totals by account.
Bug Fixes
Directory
- MK2-7141 | Clients Matter Involvement Badge - resolved an issue where the matter involvement badge was missing for some active matters in the Directory and corrected a problem that caused multiple blank party fields to appear in the client record.
- MK2-7142 | Preferred Payment Method for Contact - resolved an issue where updates to a contact's preferred payment method were not retained or displayed after saving.
Billing
- MK2-7143 | Preferred Billing Address - resolved an issue where invoices defaulted to the first billing address instead of the client's preferred billing address when drafting invoices.
Reporting
- MK2-7151 | Dormant Client Report - corrected the Dormant Client Ledgers report name in the UK environment, which was previously mislabelled as the Dormant Trust Ledger report.
- MK2-7174 | Eve - Incorrect Matter on Draft Invoice - resolved an issue where Eve drafted invoices with the incorrect matter number.
Tax (UK)
- MK2-7188 | HMRC VAT Return Message - resolved an issue where the confirmation popup failed to display after submitting a VAT return.
January 6th - Release 2026w2
Enhancements
System
- MK2-6784 | (AU) DEFT Integration - introduced DEFT as a payment method for invoices, including support for signature formatting, storing Billing Reference Numbers, and generating DRN numbers. Please refer to our user guide here.
- MK2-6934 | Disable Payment Methods - you can now disable payment methods so they no longer appear in the drop-down lists on transaction, requisition and entity screens. Disabled payment methods can also be filtered out on the Settings screen for easier management. System-defined payment methods remain always enabled and cannot be disabled by users.
Bug Fixes
Requisitions
- MK2-4839 | Payment Requisitions Currency & Journal - fixed an issue where payment requisitions for new and anticipated disbursements were not properly checking the available cash accounts for the selected journal and the matter's currency. The system now correctly limits selection to cash accounts that match both the journal and the matter's currency.
Matters
- MK2-6997 | Fee & Disbursement Estimate Bars - fixed an issue where, after opening a matter, the fee and disbursement estimate bars turned amber as soon as the first entry was recorded - even when the entry was well below the firm's threshold. The bars will now correctly stay green until the threshold is actually exceeded.
System
- MK2-6783 | Invoice Emails - fixed an issue where invoice emails sent to multiple addresses only displayed one recipient in the "To" field. All intended recipients now appear correctly.
- MK2-6984 | Duplicate Tiles - fixed an issue where some tiles in the Settings screen were appearing more than once.
- MK2-7163 | Incorrect Screen Navigation Behaviour - fixed an issue where closing a screen would always take you back to the Home tab, instead of returning you to the screen you were on previously.
- MK2-7170 | Text Template Categories - fixed an issue in Settings where switching between text templates categories showed all templates instead of only those belonging to the selected category.
Directory
- MK2-6865 | Employee Details - resolved an issue where changes to employee details were not carrying over when moving from the Save button to Manage Work Hours. Updates now save correctly and no longer revert to previous information.
Billing
- MK2-6884 | Unfinalising Invoices Date - fixed an issue that allowed users to unfinalise invoices dated before the journal lock date. Invoices can no longer be unfinalised if their date is earlier than the set locked journal date.
Banking
- MK2-7002 | Bank Entry Variance - resolved an issue where deleting a future-dated bank entry that had been carried forward caused an unexpected variance during reconciliation. Bank reconciliations will now stay accurate and unchanged when these entries are deleted.
- MK2-7010 | Matching Error - Bank Rec - resolved an issue on the Bank Reconciliation screen where matching contra entries triggered an error because the system incorrectly required starting reconciliation first.
- MK2-7091 | Bank Reconciliation Match Display - fixed an issue on the Bank Reconciliation screen where the Suggested Matches tab displayed incorrectly and alignment was off when a statement entry had multiple suggested matches. Results now appear in a consistent, uniform layout.
Tax (UK)
- MK2-7086 | VAT Return Display - fixed an issue where opening the VAT Return screen multiple times caused display problems, including missing boxes and ungrouped data.