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    Version 26.1 for Sparkrock 365 2025 release wave 1 release notes   Published June 17, 2025

    These release notes include supplemental information about version 26.1 for Sparkrock 365 2025 release wave 1.

    Video

    The following video includes information about the new features and enhancements in version 26.1 for Sparkrock 365 2025 release wave 1.

    Highlights

    The following sections highlight the major accomplishments in this release.

    Platform
    • Update 26.1 for Microsoft Dynamics 365 Business Central 2025 release wave 1

    • Introducing Microsoft Copilot

    • New platform update process

    • Optimize use of screen space

    • Preview PDF attachments

    • Financial reports description field enhancements

    • Introductory and closing paragraphs on financial reports

    • Choose a format for negative numbers in financial reports

    • Choose landscape or portrait layouts for financial reports

    • Run a financial report using a saved Excel template

    • mySparkrock notification enhancements

    HR Management
    • Automatically remove an employee's incomplete HR tasks when the employee is terminated

    • Employee assignment status enhancements

    • Change a temporary assignment transfer

    New features and changes

    Version 26.1 for Sparkrock 365 2025 release wave 1 introduces exciting new features and enhancements to existing functionality.

    Platform

    Update 26.1 for Microsoft Dynamics 365 Business Central 2025 release wave 1

    The base Microsoft Dynamics 365 Business Central platform that powers Sparkrock 365, has been updated from 26.0 to 26.1.

    To learn more about update 26.1 for Microsoft Dynamics 365 Business Central online 2025 release wave 1, go to Update 26.1 for Microsoft Dynamics 365 Business Central online 2025 release wave 1 (26.1).

    To view a detailed list of cumulative platform fixes that are available from Microsoft, see Update history for Microsoft Dynamics 365 Business Central.

    Introducing Microsoft Copilot

    Version 26.1 for Sparkrock 365 2025 Release Wave 1 introduces AI capabilities powered by Microsoft Copilot.

    With Copilot you can:

    • Ask questions about your data using natural language

    • Summarize reports, lists, and documents

    • Automate routine tasks, such as generating and processing records

    These AI-driven features are fully integrated into Sparkrock 365, helping you work more efficiently and make better decisions.

    To learn more about Copilot in Business Central, go to Copilot in Business Central overview and Configure Copilot and agent capabilities.

    Data residency considerations for Canadian customers

    Many of our customers in Canada, particularly in the K–12 and nonprofit sectors, have strict requirements around data residency. Microsoft Copilot in Sparkrock 365 uses the Azure OpenAI Service, which is currently hosted in data centers that are located in the United States. To learn more about the Azure OpenAI Service and Business Central data, go to Azure OpenAI Service and Business Central data.

    If your organization requires that data remain within Canada, you can disable Copilot, which prevents data from being sent to services that are hosted outside the country. To learn more about allowing data movement across geographies, go to Allow data movement across geographies. To learn more about Copilot data movement, go to Copilot data movement across geographies.

    Granular control of Copilot features

    Sparkrock 365 provides the capability for you to enable or disable individual Copilot features. This level of flexibility supports alignment with your organization’s preferences and policies.

    For example, a new SO (Sales Order) icon may appear in role centers.

    Sales Order Icon

    If your organization does not require AI support for sales order entry or automation, you can Deactivate the Sales Order Agent on the Copilot & agent capabilities page.

    Copilot & agent capabilities page

    To learn move about how to activate or deactivate Copilot features, go to Activate features.

    Launch Copilot

    To launch Copilot, in the app bar, select the Copilot icon.

    Launch Copilot

    Copilot opens.

    Copilot

    Subscription and licensing notes

    While Copilot is currently included in your subscription, Microsoft may introduce separate pricing for certain AI capabilities. We monitor these developments and will communicate any changes that affect your subscription or costs.

    Troubleshoot Copilot and agent capabilities

    To learn how to fix common issues that you might encounter while working with Copilot and agent capabilities in Business Central, go to Troubleshoot Copilot and agent capabilities.

    New platform update process

    In previous releases, Sparkrock managed the update process on your behalf. Now that Sparkrock 365 runs on the Microsoft Dynamics 365 Business Central platform, you have greater control over scheduling updates. You can now choose a date that aligns with your organization’s needs, as long as the date falls within Microsoft's designated release window.

    Dynamics 365 Business Central admin center

    To learn more about managing updates, go to Managing updates in the Business Central admin center.

    Maintenance releases

    To allow Sparkrock to deploy maintenance releases to your environment, your Microsoft administrator must visit adminconsent.sparkrock.com.

    adminconsent.sparkrock.com

    On this site, you administrator can grant consent to the Sparkrock 365 Admin Center app in Microsoft Entra ID. This consent allows Sparkrock to access the Business central Admin Center API in your tenant. After granting consent, the administrator can proceed with the remaining setup steps.

    Optimize use of screen space

    This release includes enhancements to default page layouts to help users work more efficiently on modern devices with large displays. These improvements optimize how pages appear in different modes to make better use of available screen space.

    Resize FactBox

    Key details of this feature:

    • Adjusted the default page size in narrow mode to improve page layouts.

    • Improved the sizing and animation of the FactBox pane in narrow mode. The pane expands outside the main content area, so opening or closing the FactBox doesn't reduce the width of the page content.

    • Refined proportions between field labels and values in narrow mode.

    • An option to Resize the FactBox pane.

    Note

    Note:
    To use this feature, you must enable the Optimize screen estate usage on the web feature. To learn more about enabling features, go to Enabling new and upcoming features ahead of time.

    Resize the FactBox pane

    Starting with this release, you can resize the FactBox pane to improve visibility of the content.

    FactBox pane resize

    Key details of this feature:

    • You can resize the FactBox within specific limits to ensure the main page content remains visible.

    • The FactBox content reflows smoothly to fit the resized space.

    • Your browser remembers the FactBox size per user, per page.

    • A double-click of the divider resets the FactBox pane to the default size.

    To learn more about resizing a FactBox, go to Hide or resize a FactBox.

    Preview PDF attachments

    This release introduces the capability to view PDF attachments directly in your browser. For example, in the Documents FactBox, you can select a PDF link to open the file in preview mode.

    Purchase Order page Example PDF link

    The PDF opens in a dedicated viewer, which provides a streamlined experience that is similar to the print preview feature.

    PDF viewer

    An action bar appears at the bottom of the viewer, which you can use to perform various tasks, such as zooming in, zooming out, or downloading the PDF.

    Financial reports description field enhancements

    On the Financial Reports page, this release updates the Description field caption to Display Title. This change helps differentiate the field from the new Internal Description field.

    Financial Reports page Display Title and Internal Description fields

    The value of the Display Title field continues to appear on reports in the same way as in previous releases.

    Balance Sheet report title example

    The new Internal Description field provides the capability for you to specify a description or instructions that do not appear on the report. You can edit the Internal Description field on the corresponding report definition page.

    Balance Sheet report definition page Internal Description field

    To learn more about financial reports, go to Prepare financial reporting with financial data and account categories.

    Introductory and closing paragraphs on financial reports

    Starting with this release, you can include an introductory paragraph, a closing paragraph, or both in financial report output. To use this feature, choose the new Edit introductory/closing paragraphs action under Definitions on the corresponding report definition page.

    Balance Sheet report definition page Edit introductory/closing paragraphs action

    The Edit introductory/closing paragraphs action opens the Edit Financial Report Introductory/Closing Paragraph page where you can specify your desired text in the Introductory paragraph and Closing paragraph fields.

    Edit Financial Report Introductory/Closing Paragraph page

    When you export the report to PDF or Excel, the paragraphs display before and after the main report body.

    Balance Sheet report example with introductory and closing paragraphs

    To learn more about financial reports, go to Prepare financial reporting with financial data and account categories.

    Choose a format for negative numbers on financial reports

    This release introduces the capability to choose how negative numbers appear in financial report output. The selected format applies to your on-screen display, PDF files, and Excel exports.

    To configure the format, use the new Negative Amount Format field on the corresponding report definition page. You can choose Minus Sign or Parenthesis.

    Balance Sheet report definition page negative amount format example

    To learn more about financial reports, go to Prepare financial reporting with financial data and account categories.

    Choose landscape or portrait layouts for financial reports

    Starting with this release, you can choose a landscape or portrait layout when viewing a financial report.

    For example, when you run the Balance Sheet report, you can specify the layout format in the Report Layout field.

    Balance Sheet report submission page Report Layout field

    When you perform a lookup for the Report Layout field, the Report Layouts page opens. On this page, you can choose whether to use a landscape or portrait layout.

    Report Layouts page landscape or portrait layout

    This enhancement provides the capability to select the layout that best fits the report content.

    Balance Sheet report Portrait landscape example

    To learn more about viewing financial reports, go to View a financial report on-screen, as a PDF, or in Excel.

    Run a financial report using a saved Excel template

    As part of this release, instead of saving Excel templates locally, you can import them into Sparkrock 365 using the Excel layouts for Financial Reporting feature.

    To save an Excel template for a financial report

    1. On the corresponding financial report definition page, on the action bar, choose Excel Layouts under Definitions.

      Financial report definition page Excel Layouts action

      The Financial Report Excel Layouts page opens.

    2. To create an Excel Layout, on the action bar, choose New, and then specify values for Code, Description, and File Name.

      Financial Report Excel Layouts page

    3. To export the financial report to Excel, on the action bar, choose Export/Run.

      Financial Report Excel Layouts page Export/Run action

      The financial report is exported to Excel.

    4. Update the Excel worksheet as required, and then save the file.

      The following screen capture shows the layout before and after customization.

      Financial report layout in Excel Before and After

    5. On the Financial Report Excel Layouts page, on the action bar, choose Import, and then upload the Excel file that you saved.

      Financial Report Excel Layouts page Import action

      The layout becomes available for use with the financial report.

    To set the Excel Layout that you saved as the default

    On the financial report definition page, in Default Excel Layout, select the layout that you saved.

    Financial Report Excel Layouts page

    To run a financial report using the saved layout

    On the financial report definition page, on the action bar, choose Export to Excel/Print > Open in Excel (using layout).

    Financial report definition page Open in Excel (using layout) action

    Sparkrock 365 exports the report to Excel using the layout that you selected.

    Financial report Excel output example

    To learn more about financial reports and Excel, go to View a financial report on-screen, as a PDF, or in Excel.

    mySparkrock notification enhancements

    To resolve an issue where, mySparkrock notification emails remained in the Email Outbox with the Status of Failed because the MYSPARKROCK user is not authorized to access the shared mailbox, this release introduces some changes to mySparkrock notification setup.

    On the mySparkrock Solution Setup page, this release adds a Notification User Name field.

    mySparkrock Solution Setup page Notification User Name field

    In the Notification User Name field, you must specify a user who is authorized to access the shared mailbox.

    After you specify a user, Sparkrock 365 automatically creates the following recurring job on the Job Queue Entries page:

    • Object Type To Run: Codeunit

    • Object ID to Run: 1509

    • Object Caption to Run: Notification Entry Dispatcher

    • User ID: Notification User Name that is set up on the mySparkrock Solution Setup page

    Job Queue Entries page Notification Entry Dispatcher record

    Note

    Note:
    If you update the Notification User Name field with a new name and there is an existing job, Sparkrock 365 replaces the existing job with a new job. If you clear the Notification User Name field and there is an existing job, Sparkrock 365 deletes the job.

    To learn more, go to Set up mySparkrock notifications.PD-5193

    HR Management

    Automatically remove an employee's incomplete HR tasks when the employee is terminated

    To improve the administration of terminated employees, this release introduces the capability to have Sparkrock 365 automatically delete an employee's incomplete HR tasks when the employee is terminated.

    The following sections describe this feature in detail.PD-5730, PD-6104, PD-6225, PD-6232, PD-6667

    To enable the feature

    To enable this feature, on the Advanced HR Setup page, on the HR Requests Setup FastTab, turn on Remove Tasks on Termination.

    Advanced HR Setup page Remove Tasks on Termination field

    When Remove Tasks on Termination is turned on and a termination or teacher termination HR request is processed, Sparkrock 365 removes the respective employee's incomplete HR tasks. Only the terminated employee's completed tasks remain on the Employee HR Tasks page.

    When Remove Tasks on Termination is turned off, Sparkrock 365 behaves the same as in previous releases.

    To learn more, go to Set up Sparkrock 365 to remove an employee's HR tasks when the employee is terminated.

    New HR process functions

    To support this feature, the following records have been added on the HR Process Functions page for HR requests that have the Process Type of Termination.

    HR Reason Code HR Function Code HR Step HR Function Description
    90-TERMINATION 80 12 Remove Tasks on Termination (80)
    91-TCHR TERMINATION 80 12 Remove Tasks on Termination (80)

    To learn more about HR process functions, go to HR process functions.

    Reversal processing

    If a termination or teacher termination HR request is reversed and Remove Tasks on Termination is turned on, Sparkrock 365 restores the incomplete employee HR tasks. Both completed and incomplete tasks appear on the Employee HR Tasks page.

    Employee assignment status enhancements

    To assist with search, filtering, and payroll calculations, this release enhances the Status field on the Employee Assignments page.

    Employee Assignments page Status field

    The Status field indicates the status of an assignment based on the current date. This field is read-only and cannot be edited by users.

    The Status field displays one of the following values:

    • Current

    • Past

    • Future

    To systematically set the Status field, this release introduces the following recurring job on the Job Queue Entries page:

    • Object Type To Run: Codeunit

    • Object ID to Run: 23068764

    • Object Caption to Run: SRW Update HR Emp. Ass. Status

    Job Queue Entry Card page Object ID to Run 23068764

    Sparkrock 365 automatically creates the job queue entry. The job is set to run daily overnight before the start of business.

    The job updates the Status field for employee assignment entries where the Type is Assignment. Entries with other Type values, such as Cancelled or Budget, are not updated.

    After an HR request is created, the Status field on related employee assignments is not updated immediately. The field is updated the next time the job runs.

    To learn more, go to Employee assignment status.PD-2986, PD-6365 PD-6382

    Change a temporary assignment transfer

    Sparkrock 365 now supports changing temporary employee assignment transfers. This feature resolves a previous limitation that made it difficult to change key details, such as dates or the To HR Position Code, after processing a temporary assignment transfer HR request.

    With this release, a new change temporary transfer HR request can be processed, making it easier to update assignment records in response to real-world updates or corrections.

    For example, Sarah, a Teacher, is given a temporary assignment as a Vice Principal from May 1 to July 31, 2025. After processing the initial temporary assignment transfer HR request, Sparkrock 365 displays the following assignments.

    Assignment HR Position Status Calculation Start Date Calculation End Date Entry Type
    A1 Teacher Past January 1, 2024 April 30, 2025 Assignment
    B1 Vice Principal Current May 1, 2025 July 31, 2025 Assignment
    C1 Teacher Future August 1, 2025 <Blank> Assignment

    Later, the following changes to the temporary assignment are required:

    • The start date is moved to May 16, instead of May 1.
    • The end date is extended to August 31, instead of July 31.

    After processing a change temporary assignment transfer HR request, Sparkrock 365 displays the following assignments.

    Assignment HR Position Status Calculation Start Date Calculation End Date Entry Type
    A1 Teacher Past January 1, 2024 May 15, 2025 Assignment
    B1 Vice Principal Past May 1, 2025 July 31, 2025 Cancelled
    B2 Vice Principal Current May 16, 2025 August 31, 2025 Assignment
    C1 Teacher Future September 1, 2025 <Blank> Assignment

    Sparkrock 365 creates an assignment record (B2) based on the HR request and updates assignment B1 as follows for auditing and reversal purposes:

    • Sets the Entry Type to Cancelled.
    • Sets the Status to Past.

    The following sections describe the enhancements for this feature in detail.

    New Type of Transfer Request field on the HR Reason Codes page

    To identify an HR reason code's type of transfer request as well as to assist with Sparkrock 365 processing, this release introduces a Type of Transfer Request field on the HR Reason Codes page.

    The allowable values for the Type of Transfer Request field are as follows:

    • Transfer
    • Temporary Transfer
    • Change Temporary Transfer

    New HR reason code and HR process functions

    On the HR Reason Codes page, this release introduces the following record:

    • Code = 28-CHG TEMP TRANSFER.
    • Description = Change Temporary Assignment Transfer
    • Process Type = Transfer
    • Type of Leave Request = <blank>
    • Type of Transfer Request = Change Temporary Transfer
    • Instructions = Use this reason to change the details of a temporary transfer.

    HR Reason Codes page 28-CHG TEMP TRANSFER

    The following HR process functions are associated with the new 28-CHG TEMP TRANSFER reason code.

    HR Reason Code HR Function Code HR Step HR Function Description
    28-CHG TEMP TRANSFER 68 1 Cancel current temporary assignment (68)
    28-CHG TEMP TRANSFER 58 2 Remove Employee from Schedule Units (58)
    28-CHG TEMP TRANSFER 10 3 Create Employee Assignment Entry (10)
    28-CHG TEMP TRANSFER 45 4 Insert Schedule Unit Employee (45)
    28-CHG TEMP TRANSFER 12 5 Assign Deductions from Deduction Group (12)
    28-CHG TEMP TRANSFER 21 6 Create Employee Deduction Rates (21)
    28-CHG TEMP TRANSFER 18 7 Insert Employee Union Entry (18)
    28-CHG TEMP TRANSFER 19 8 Create Employee HR Tasks (19)
    28-CHG TEMP TRANSFER 11 9 Assign Employee Training/Qualification Details (11)
    28-CHG TEMP TRANSFER 22 10 Assign Employee Misc. Articles (22)
    28-CHG TEMP TRANSFER 46 11 Insert Attendance Plan (46)
    28-CHG TEMP TRANSFER 57 12 Recalculate Seniority Hours/Day value (57)
    28-CHG TEMP TRANSFER 59 13 Update Employee Benefit(s) (59)
    28-CHG TEMP TRANSFER 62 14 Transfer Emp. Attendance Balances to new Assignment (62)
    28-CHG TEMP TRANSFER 70 15 Update End Dates on previous assignment (70)
    28-CHG TEMP TRANSFER 71 16 Update Start Dates on future assignment (71)

    HR Process Functions page 28-CHG TEMP TRANSFER

    Change temporary assignment transfer processing details

    The following sections describe how Sparkrock 365 processes change temporary assignment transfer HR requests depending on whether related compensation entries exist for the temporary assignment.

    Note

    Note:
    Sparkrock 365 prevents backdating the Calculation Start Date, Assignment Start Date, or both, of an active temporary assignment, to avoid potential payroll issues. This validation takes place only if a user tries to process a change temporary assignment HR request after the Calculation Start Date of the temporary assignment.

    No related compensation entries

    If no related compensation entries exist for the temporary assignment, Sparkrock 365 performs the following processing:

    • Creates an assignment record (B2) based on the HR request and updates the previous assignment (B1) as follows for auditing and reversal purposes:

      • Sets the Entry Type to Cancelled.
      • Sets the Status to Past.
    • If the change to a temporary assignment transfer (B2) does not include changes to the Calculation Start Date, Assignment Start Date, Calculation End Date, or Assignment End Date, Sparkrock 365 does not update the dates for previous (A1) and future (C1) assignments.

    • If the Calculation Start Date, Assignment Start Date, or both, of the new temporary assignment (B2) do not equal the previous temporary assignment (B1), Sparkrock 365 updates the Calculation End Date, Assignment End Date, or both, of the previous assignment (A1).

    • If the Calculation End Date, Assignment End Date, or both, of the new temporary assignment (B2) do not equal the previous temporary assignment (B1), Sparkrock 365 updates the Calculation Start Date, Assignment Start Date, or both, of the future assignment (C1).

    Example

    John is given a temporary assignment. After processing the initial temporary assignment transfer HR request, Sparkrock 365 displays the following assignments.

    Assignment Calculation Start Date Calculation End Date Entry Type
    Original Assignment (A1) January 1, 2025 April 24, 2025 Assignment
    Temporary Assignment (B1) April 10, 2025 June 30, 2025 Assignment
    Future Assignment (C1) July 1, 2025 <Blank> Assignment

    If, on April 10, 2025, a change temporary assignment transfer HR request is processed to change the Calculation Start Date of the temporary assignment transfer to April 25, 2025 and no related compensation journal entries exist, Sparkrock 365 displays the following assignments.

    Assignment Calculation Start Date Calculation End Date Entry Type
    Original Assignment (A1) January 1, 2025 April 24, 2025 Assignment
    Old Temporary Assignment (B1) April 10, 2025 June 30, 2025 Cancelled
    New Temporary Assignment (B2) April 25, 2025 June 30, 2025 Assignment
    Future Assignment (C1) July 1, 2025 <Blank> Assignment

    On the old temporary assignment (B1), the Entry Type is set to Cancelled.

    Related compensation entries exist

    If related compensation entries exist for the temporary assignment, Sparkrock 365 performs the following processing:

    • Splits the temporary assignment.

    • If the Calculation Start Date, Assignment Start Date, or both, of the new temporary assignment (B2) do not equal the previous temporary assignment (B1), Sparkrock 365 updates the Calculation End Date, Assignment End Date, or both, of the previous assignment (A1).

    • If the Calculation End Date, Assignment End Date, or both, of the new temporary assignment (B2) do not equal the previous temporary assignment (B1), Sparkrock 365 updates the Calculation Start Date, Assignment Start Date, or both, of the future assignment (C1).

    Example

    Joan is given a temporary assignment. After processing the initial temporary assignment transfer HR request, Sparkrock 365 displays the following assignments.

    Assignment Calculation Start Date Calculation End Date Entry Type
    Original Assignment (A1) January 1, 2025 April 24, 2025 Assignment
    Temporary Assignment (B1) April 10, 2025 June 30, 2025 Assignment
    Future Assignment (C1) July 1, 2025 <Blank> Assignment

    If, on April 10, 2025, a change temporary assignment transfer HR request is processed to change the Calculation Start Date of the temporary assignment transfer to April 25, 2025 and related compensation journal entries exist, Sparkrock 365 displays the following assignments.

    Assignment Calculation Start Date Calculation End Date Entry Type
    Original Assignment (A1) January 1, 2025 April 24, 2025 Assignment
    Old Temporary Assignment (B1) April 10, 2025 April 24, 2025 Assignment
    New Temporary Assignment (B2) April 25, 2025 June 30, 2025 Assignment
    Future Assignment (C1) July 1, 2025 <Blank> Assignment

    Status workflow for change temporary assignment transfer HR requests

    The Status workflow for change temporary assignment transfer HR requests is as follows.

    Pending HR Action Pending Payroll Action Status Workflow
    Yes No Open > Pending HR Action > Completed
    No Yes Open > Pending Payroll Action > Completed
    Yes Yes Open > Pending HR Action > Pending Payroll Action > Completed
    No No Open > Completed

    Reversal processing details

    The following sections describe how Sparkrock 365 processes a change temporary assignment transfer HR request reversal depending on whether related compensation entries exist for the temporary assignment.

    Related compensation entries do not exist

    If there are no related compensation entries for the temporary assignment, Sparkrock 365:

    • Sets the temporary assignment record (B2) Status to Cancelled.

    • Sets the previous temporary assignment (B1) record Status to Assignment.

    • Reverts the Calculation End Date, Assignment End Date, or both, of the previous assignment (A1) if the Calculation Start Date, Assignment Start Date, or both of the new temporary assignment record (B2) does not equal the previous temporary assignment record (B1).

    • Reverts the Calculation Start Date, Assignment Start Date or both, of the future assignment (C1) if the Calculation End Date, Assignment End Date, or both, of the new temporary assignment record (B2) does not equal the previous temporary assignment record (B1).

    Related compensation entries exist

    If there are related compensation entries for the temporary assignment, Sparkrock 365 prevents the change temporary transfer HR request from being reversed.

    Scheduled tasks

    To accommodate future dates on temporary assignment transfers, Sparkrock 365 uses scheduled tasks that run on the respective Effective Date and Calculation End Date. When a change temporary assignment transfer HR request is processed and there is a change to the Effective Date, Calculation End Date, or both, Sparkrock 365 updates the related scheduled tasks to use the new date or dates.

    If the change temporary assignment transfer HR request is reversed, Sparkrock 365 reverts the changes to the scheduled tasks. The scheduled tasks will be the same as before the change temporary assignment transfer HR request was processed.

    Learn more

    To learn more about this feature, go to Change a temporary assignment transfer.PD-6903, PD-6674, PD-6673, PD-6632, PD-6414, PD-6413, PD-6280, PD-6279, PD-6251, PD-5813, PD-5807, PD-5806, PD-5805, PD-5753, PD-4662, PD-4661, PD-4660

    Known problems

    The following sections include information about the known problems in version 26.1 for Sparkrock 365 2025 release wave 1.

    Platform

    Custom Power BI reports settings change

    Custom Power BI reports may be unable to connect to the Microsoft platform due to a settings configuration issue.

    Workaround

    To restore the connection, update your Power BI settings.

    The following video shows how to apply the required settings change.

    Documents Factbox does not display the Upload files option for limited access users

    The Documents FactBox does not display the Upload files option for limited access users.

    Documents Factbox no Upload files option

    Workaround

    To upload files when you are a limited access user, perform the following steps:

    1. In the Documents FactBox, choose Show Details.

      The Attached Documents page opens.

    2. Depending on whether there are existing attachments, perform one of the following steps:

      • No existing attachments: In the Attachment column, choose Attach File(s)….

      • Existing attachments: To add a line, on the action bar, choose New, and then choose Attach File(s)….

      An Attach a document dialog box appears.

    3. Drop a file in the box. Alternatively, browse to the file that you want to attach, and then choose Open.PD-6052

    Error: The Sustainability Setup does not exist. Identification fields and values: Primary Keys=''

    Users may encounter the following error:

    The Sustainability Setup does not exist. Identification fields and values: Primary Keys=''

    Workaround

    To resolve this problem, perform the following actions:

    • Open the Sustainability Setup page. To open the page, choose Lightbulb that opens the Tell Me feature., enter sustainability setup, and then choose the related link.

    • Ensure that affected users have the permission sets that are listed in the table below.

      Permission Set Name Type Extension Name
      SUSTAINABILITY, ADMIN Sustainability - Admin System Sustainability
      SUSTAINABILITY, EDIT Sustainability - Edit System Sustainability
      SUSTAINABILITY, READ Sustainability - Read System Sustainability

      To learn more, go to Assign permissions to users and groups.

    mySparkrock users cannot view data sets

    mySparkrock users cannot view data sets because the MYSPARKROCK user is missing permission sets.

    Workaround

    To resolve this problem, perform the following steps:

    1. In Sparkrock 365, choose Lightbulb that opens the Tell Me feature., enter microsoft entra applications, and then choose the related link.

      The Microsoft Entra Applications page opens.

    2. Select the row that has a Description of mySparkrock, and then on the action bar, choose Manage > Edit.

      The Microsoft Entra Application Card page opens.

    3. On the User Permission Sets FastTab, add the records that appear in the following table.

      Permission Set Name Type Extension Name
      SPKFA ANALYSIS, EDIT SR365 Create Fin. Analysis System Financial Analysis
      SPKFA ANALYSIS, VIEW SR365 View Financial Analysis System Financial Analysis
      SPKFA DATA SET, EDIT SR365 Create data sets System Financial Analysis
      SPKFA DATA SET, VIEW SR365 View data sets System Financial Analysis

      To add a record, choose Manage > New Line, and then specify values for fields as required.

    Connectivity issue with APIs and other services or integrations

    After updating to this release, you may experience connectivity issues with APIs and other services or integrations.

    The following list includes examples of how connectivity issues may become apparent:

    • API errors

    • Power BI dashboards may no longer work correctly

    • Integrations may have trouble communicating with Sparkrock 365

    Workaround

    To resolve this problem, you must uninstall, and then install the respective extension. To uninstall, and then install the extension, perform the following steps:

    1. In Sparkrock 365, choose Lightbulb that opens the Tell Me feature., enter extension management, and then choose the related link.

      The Extension Management page opens.

    2. In Search, enter api.

      Extension Management page Search field

      A list of the API extensions are displayed, for example, PS Finance APIs.

      You may have to change your view so that you can view the version number for any extension. To view the version number for all extensions, choose View layout options, and then choose List.

      Extension Management page View Layout Options

    3. For each extension that does not have a version that starts with v.25.3 and Is Installed is selected, perform the following steps to uninstall, and then install the extension:

      1. Select the extension that you want to update, and then on the action bar, choose Manage > Uninstall.
        The Extension Uninstallation page opens.
      2. Choose Uninstall.
        A dialog box appears and displays text that indicates the extension was successfully uninstalled.
      3. To close the dialog box, choose OK.
      4. Select the extension that you want to update, and then on the action bar, choose Manage > Install.
        The Extension Installation page opens.
      5. Choose Next.
        The page refreshes and you are requested to review extension information before installation.
      6. To proceed, turn on I accept the terms and conditions.
      7. Choose Install.
        The extension is updated to the latest version.

    Alternate workaround

    It is possible that custom web services may have been deleted during or after the update.

    To resolve this problem, you must copy and paste the web services lines from a sandbox environment into your production environment.

    To copy and paste one or more web services lines, perform the following steps:

    1. Open a Sparkrock 365 sandbox environment that was created before the update or create a sandbox environment from a backup.

    2. Choose Lightbulb that opens the Tell Me feature., enter web services, and then choose the related link.

      The Web Services page opens.

    3. Copy the information for the one or more lines that you want to copy.

    4. In your Sparkrock 365 production environment, choose Lightbulb that opens the Tell Me feature., enter web services, and then choose the related link.

      The Web Services page opens.

    5. Paste the information for the one or more lines that you copied.

    Re-open button is missing for a submitted expense claim in mySparkrock

    The Re-open button may disappear from a submitted expense claim in mySparkrock. This issue occurs when the MYSPARKROCK user is not set up in Sparkrock 365, on the User Setup page.

    Workaround

    Perform the following steps:

    1. Choose Lightbulb that opens the Tell Me feature., enter user setup, and then choose the related link.

      The User Setup page opens.

    2. On the action bar, choose New.

      A new row appears.

    3. In User ID, specify MYSPARKROCK.

    4. Assign all permissions to this specific user.

      For example, select the checkboxes for the following fields:

      • A/P Batch Admin
      • Allow A/P Batch Creation
      • Allow A/P Batch Auditing
      • Allow A/P Batch Deletion
      • Allow User to Access Compensation Data
      • HR Request Reversal Allowed
    Finance and Procurement

    Electronic Funds Transfer (EFT) errors

    The following setup scenarios may result in an Electronic Funds Transfer (EFT) error:

    • On the Countries/Regions page, ISO Code and ISO Numeric Code are blank, and on the Field Mapping page of the respective data exchange definition, on the Bank No. row, the Optional checkbox is selected.

      For this scenario, Sparkrock 365 may generate an EFT file successfully, but the bank may reject the file.

    • On the Countries/Regions page, ISO Code and ISO Numeric Code are blank, and on the Field Mapping page of the respective data exchange definition, on the Bank No. row, the Optional checkbox is clear.

      For this scenario, when you try to generate an Electronic Funds Transfer (EFT) bank import file, Sparkrock 365 may display an error, for example:

      Fin. Institution Transit No. must have a value in ACH RB Detail: Data Exch. Entry No.=3, Data Exch. Line Def Code=DETAIL. It cannot be zero or empty.

    Workaround

    On the Countries/Regions page, ensure that you have a value specified in ISO Code and ISO Numeric Code.

    For Canadian banks, specify the following:

    • In ISO Code, specify CA.
    • In ISO Number Code, specify 124.

    For United States of America banks, specify the following:

    • In ISO Code, specify US.
    • In ISO Number Code, specify 840.

    Transaction cannot be completed because it will cause inconsistencies in the G/L Entry table error

    When you try to post a purchase invoice for a vendor that has a foreign trade Currency Code set up, for example, USD, you may receive the following error:

    This transaction cannot be completed because it will cause inconsistencies in the G/L Entry table. Check where and how the CONSISTENT function is used in the transaction to find the reason for the error.
    Contact your system administrator.
    Tables can be marked as inconsistent during comprehensive tasks, such as posting. This prevents data from being updated incorrectly.

    Workaround

    On the Change Exchange Rate page for the specific invoice, increase the number of decimal places for the value in the Relational Exch. Rate Amount field, for example, from 1.4286 to 1.428571.

    Change Exchange Rate page Relational Exch. Rate Amount field

    Alternate workaround

    On the Currency Card page of the respective currency, increase the number of decimal places for the value in the Amount Rounding Precision field, for example, from 0.01 to 0.001.PD-1555

    Currency Card page Amount Rounding Precision field

    Cannot open links in sent emails

    When you open a sent email from the Sent Emails Last 30 Days page, and then select the link that appears in the body of the email, Sparkrock 365 becomes unresponsive.

    Workaround

    Open links in the body of sent emails from Gmail or Outlook, instead of from Sparkrock 365.23146

    Payroll Administration

    Payroll Employee or Payroll Processing pages may fail to open

    When using the platform security filters on permission sets, the Payroll Employee page, Payroll Processing page, or both pages may fail to open with a something went wrong error message. This is a limitation of the payroll processing module.

    Workaround

    Remove the permission sets with security filters from the user who must access these pages.13953

    Related information

    New for Sparkrock 365
    Version 26.1 for mySparkrock 2025 release wave 1 release notes

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    feedback-product-docs@sparkrock.com

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