Release Notes for March 2026 Update - Version 2.0

New Features

New Field Types

Added support for Date, Time, and DateTime fields.

New Tables

Added support for the following tables:

Allocation Account
Extended Text
Extended Text Line
Fixed Asset
G/L Account
Item Charge
Item Journal Line
Resource
Standard Text

New Reports

Custom fields can now be displayed on the following additional reports. Each report uses a custom layout provided by the extension. See How to Configure Custom Fields on Reports for setup instructions.

Sales reports:

Standard Sales - Order Conf.
Standard Sales - Invoice
Standard Sales - Credit Memo

Purchase reports:

Purchase Order
Purchase - Invoice
Purchase - Credit Memo

Finance reports:

General Journal - Test

Custom Lookup Filters

The Custom Fields Lookup page now includes a Custom Filters section that allows you to restrict which records appear in the lookup list. Filters can apply a constant value or match dynamically against a field on the current record.

Prioritize Account Nos. for General Journal Lines

A new Prioritize Account Nos. field is available on the Custom Fields Definitions page for fields defined on the Gen. Journal Line table. This setting controls which account field (Account No. or Bal. Account No.) takes priority when automatically copying custom field values to the journal line.

Extension Packages

Two new extension packages are now available on AppSource:

Custom Fields Extension Pack 1 — adds field numbers 6–10 per table per type
Custom Fields Extension Pack 2 — adds field numbers 11–15 per table per type

See Extension Packages for more information.