Invenias 2026.06 Release Notes

Web

Fee Allocations in Web

What's New?

View and manage how assignment revenue is distributed across your team, directly within the Invenias Web Application, bringing this core financial workflow into the web for the first time.

Why Does It Matter?

Fee Allocations sit at the heart of how firms recognise and attribute revenue. Until now, consultants and managers had to switch to the desktop application to view or adjust how fees are split across a team. Bringing it to the web means the full assignment workflow, including how fees are attributed, is available without leaving the web application.

How Do I Enable This?

No setup required. The Fee Allocations pane appears on the Team Members tab of any Assignment record in the web application. Visibility and edit access are controlled by your existing permissions.

Resolved Issues

The following issues have been resolved:

Web

• Fixed an issue where users with the relevant view management permissions were unable to delete user views in the web application.
• Fixed an issue where the Departments tab on a Company record could throw an error if any linked departmental groups or departments had been deleted.

Coming Soon

• AI Search: Ask questions about your Invenias data in natural language and get instant results, no filters or query syntax required.
• Invenias Document Builder: A Microsoft Word add-in that turns your templates and live Invenias data into fully editable reports, without leaving Word.
• Sources: Track how every record reached your database, on web.