v2026.2.3.0 was made available for release from 25 June 2026.
Improvements
| System Area | Improvement |
| REST API v2 | New Charges and Chargesheet endpoints introduced with expanded create, update, delete, and filtering capabilities to support charge lifecycle management via API. New functionality includes: • GET /charges – Filter by Charge Date • PATCH /charges/{id} – Update an existing charge • POST /charges – Create a charge manually • GET /chargesheetitems – Retrieve all charge sheet items • PATCH /chargesheetitems/{id} – Update a charge sheet item • DELETE /chargesheetitems/{id} – Delete a charge sheet item • GET /budgets – Retrieve budget records |
| Tasks | Bulk Copy to Family options now include extended family and linked case selection, improving flexibility and streamlining bulk copying workflows. |
| Reports | In 'Case & Task' reports, the “Adjust Cases in Selection” action now includes an option to update the case subcategory in bulk from report results, improving batch case management and classification. |
| Address Book | Location logging now includes tracking for Location Legal Name, Company Number, and Bank Account fields, with corrected history label “State County” for State/County changes, improving audit visibility and consistency in location change logs. |
Fixes
| System Area | Fix |
| Expressions | Resolved an issue where custom merge codes referencing renewal fee and charges information could fail under Twig 3.x. |
| Charges | Resolved an issue where charges with a negative discount value displayed a 500 error. |
| Inventor Rewards | Resolved an issue where the Rewards tab could display a 500 error when reward records contained certain special or non-English characters. |
| Xero Integration | Fixed an issue preventing invoices successfully exporting to Xero when the tax mapping preference was empty. |
| Charges Layouts | Resolved a display issue within Charges custom table layout management where the Non-Chargeable column could duplicate in the list of available columns. |
| Renewals | Fixed a display issue where the Check Status button was not correctly aligned on the Case Renewals tab. |
| Tasks | Added date format requirements for the Task Bulk Move To Tool to prevent tasks being copied with invalid dates. |
| Invoices | Resolved a 500 error caused by invoices with 100% billing discounts applied. |
| Renewals | Improved background query execution to enhance loading performance on the Case Renewals tab. |
| PTO Comparison & Import Tool | German patent application numbers suggested by the PTO tool now always include the calculated check digit across all contexts, including: EP designated states and direct applications. Swedish patent application numbers now also automatically calculate and append the official check digit (e.g. 1400259 → 1400259-6). |
| Global Search | Removed unneeded pop-up “Please enter search criteria” when switching search filters without a search term. |