2025.5 Release Notes

Schedule

For an explanation of the zones, refer to Where am I hosted?

Zone Date From (UTC) To (UTC) Duration
Limited Release and UK Limited Release 11. September, 2025 01:00 05:00 4 hrs
America East 1, 2 & 3 18. September, 2025 01:00 06:00 5 hrs
America West 1, 2, 3 & 4 25. September, 2025 01:00 06:00 5 hrs

UK, UK 2, UK 3, EU 1 (English), and German

 24. September, 2025 19:00 00:00 5 hrs

Australia 1, 2 & New Zealand

 25. September, 2025 14:00 16:00 2 hrs
Spanish 25. September, 2025 01:00 03:00 2 hrs

IMPORTANT  All dates are subject to change. For up-to-date information on scheduled releases, refer to the Kaseya Status Page.

New Features

Umbrella Contracts

With this current, phased rollout, you can now streamline contract management with the new Umbrella Contract feature in Autotask. Umbrella contracts let you group multiple contract arrangements—such as services and time & materials—into a single, intuitive container. This release introduces powerful automation rules, including auto-renewals and auto-indexing, to simplify contract lifecycle management. Enhanced UI/UX features, such as in-frame drawers, table search and filtering, and in-line editing, make it easier to view, manage, and report on all contract data. You’ll benefit from improved visibility, simplified billing, and a more efficient way to manage complex contractual relationships across your organizations.

NOTE  This feature is part of the current release but will be activated at the conclusion of the deployment schedule on September 25, 2025, tentatively.

Key features and benefits:

  • Umbrella Contracts are available as a new contract type and can be linked to CRM accounts.

  • Supported arrangement types in this phase: Services and Time & Materials (legacy contract types).

  • Umbrella-level rules (auto-renewal, auto-indexing) apply to new arrangements by default; admins can optionally apply rules to existing arrangements.

  • All contract activities, edits, and rule changes are tracked in the umbrella contract activity and history tabs.

  • UI enhancements include in-frame drawers, table search/filtering, and in-line editing, available throughout the Umbrella Contract interface.

  • Service Bundles are not supported in Umbrella Contracts; all other legacy contract functions are maintained.

  • No migration function is provided; users can adopt Umbrella Contracts at their own pace.

  • LiveReports, API, and Data Warehouse updates for new fields/entities will be delivered in a future release.

  • Invoice templates and quoting integrations will be updated in subsequent phases; current invoicing and quoting workflows remain unchanged.

Smart Accounting Hub for QuickBooks Online one-click setup

You can now seamlessly connect your Autotask account to QuickBooks Online with just one click. This streamlined setup process leverages OAuth Token Exchange for secure API connections, ensuring your data remains intact even during disconnections. The intuitive setup wizard guides you through a simple three-step process.

List of improvements and fixes in this release

Type Summary
Fix Editing a company location now completes as expected, without the page getting stuck loading after saving.
Fix Status colors now display correctly for service call tasks.
Fix Searching notes with multibyte characters (such as Japanese, Chinese, or Cyrillic) now works correctly.
Fix Backend errors that could cause failures when creating entities have been resolved.
Fix Child checklist items are no longer duplicated or misnumbered when creating tickets.
Fix Saving recurring ticket templates now works without errors.
Fix To-do items for enabling integrations now clear as expected once the integration is enabled.
Fix The API now correctly provides pagination URLs for retrieving all contract service unit data.
Fix ‘Free Time’ appointments will no longer sync to Autotask if this setting is disabled.
Fix Accessing the Smart Accounting Hub no longer requires enabling the QuickBooks Web Connector Module.
Fix The Integrated Customer Billing activity log now only shows relevant billing types and mapped accounts.
Fix All configured notifications for tickets are now sent as expected.
Fix Ticket status now updates correctly when set to Complete via form template or merge.
Fix The total in graph widgets now matches the sum of individually rounded hours.
Fix Logging out of the Client Portal now returns users to the correct company-specific login page.

Updates for developers

Data Warehouse updates and API updates for this release are documented in the Autotask Developer Help. Refer to the following topics:

The Developer Help and the revision histories are available in English only.