26.1 Release Notes
January 2026
New Features & Enhancements
Reporting & Analytics
Enhanced Filtering for Accounting RollForward Reports
Three new parameters have been added to the Accounting RollForward-FX Report and the CSV version:
- Lease Classification - Drop-down menu of available options
- Reporting Area - Drop-down menu of available options
- Include Deal Tags - Free-form text field where multiple values can be entered using comma separation without spaces. The wildcard character is not valid with this parameter.
Ledger Access Reporting
Ledger Access is added to the Scope of Access reports.
- Scope of Access-Current report now includes an additional tab for ledger access information
- Scope of Access-Change report provides recent ledger access information when changes occur
All Currency Selection for Functional Ledger Export
The Functional Ledger Export now supports selecting All currency types for the Currency Measured In parameter. This selection produces remeasurement entries for all currency types. Use date ranges or schedule-level participant filters to keep results manageable within time and Excel limitations.
Simplified Quantitative Analysis Report Parameters
The Prior Period Reporting AsAt parameter has been removed from the Quantitative Analysis Report.
What's Changed:
- Text note added above parameters explaining the default prior date
- Prior period defaults to one fiscal year prior to "Current Period Reporting AsAt" selection
- Eliminates previous parameter confusion
Streamlined Design Studio Report Generation
The Save as default and Do not show this screen again checkboxes have been removed from the parameter box for customized reports. This prevents reports from becoming unusable due to inadvertent option selection and applies to both My Reports and Client Reports.
Organized Business View Data
The following data items in Design Studio business views have been alphabetized for easier navigation.
- BVAccountActivity (Account Activity Trend report)
- BVLedgerExport (Journal Entries Report)
Improved Data Formatting in Design Studio
Updated formatting for data items in the BVLedgerExport business view.
- Posted Fiscal Month and Adjusting Entry no longer display decimal places or commas
- Ensures consistent numeric formatting
Consistent Column Headers Across Reports
Updated column headers in the Functional Ledger Export to "Segment#" for all 11 GL segments, ensuring consistency across accounting reports.
DealID Column Added to Accounting RollForward Reports
DealID has been added as the last column to both the Accounting RollForward-FX and Accounting RollForward-FX (CSV) reports.
Expanded Participant Change Tracking
The Deal Level Participant Change Report now includes changes to all standard deal level participants. Previously, the report was limited to a handful of participants. Changes to custom participants are not included in this report.
Note: When a deal level participant is assigned for the first time, the assignment reflects from the lease start date
Accounting RollForward Modification Classification
The Accounting RollForward-FX and Accounting RollForward-FX (CSV) reports now reflect modification takedown entries as a remeasurement events rather than an addition.
ARO Disclosure Report RCHP End Date Display
The ARO Disclosure Report now displays a blank RCHP End Date field for schedules in Evergreen status, consistent with the Maturity Analysis and Quantitative Analysis reports.
Deal & Asset Management
Modernized User Interface for Deal Management
Asset Details, Asset Tree, Terms Tab, and Payment Calculator pages have been redesigned with modern, intuitive interfaces that enhance visual clarity and simplify navigation.
What's Changed:
-
Asset Tree
- Updated visual styling with improved hierarchy indicators
- Modernized checkbox and expansion controls for easier navigation
- Visible in Asset Management, Record Asset Event, and Modify Deal
-
Asset Details
- Redesigned modal popup with improved form field layout
- Updated table presentation with better visual organization
- Clearer column headers and modernized styling for both table view and edit form
- Visible in Schedule details and Modify Deal
-
Terms Tab
- Mid-term and end-of-term options now display in an organized table format
- Clear column headers: Line #, Option, Terms, Fee/Penalty, Comment
- Cleaner entry popup with improved form field organization
- Visible in Schedule, Deal Summary, RFP, and Modify Deal
-
Payment Calculator
- Radio buttons replace 'Use' buttons for immediate application of LRF and Down Payment changes
- Refreshed styling with improved field grouping and consistent spacing
- Visible in Schedule, Deal Summary, and Modify Deal
Context Menu Standardization
What's New:
Context menus accessed by clicking the kebab icon (⋮) throughout the application now align with the insightsoftware Design System standards. Filter menus accessed via the Target icon also follow these standards.
Benefits:
- Improved visual consistency across all context menus
- Icons now display before labels for clearer visual hierarchy
- Sentence case capitalization applied to all menu items
- Standardized icon and label formatting
Areas Affected: Deal Summary, Deal History tabs, Search Results tables, and all areas with kebab icon or target icon filter menus.
Expanded Deal Status Search Options
New searchable deal statuses have been added to the advanced search feature.
What's Changed:
- Added statuses: Incomplete, Pending Approval, Renewed, Evergreen
- Renamed "Active Deal" to "Active"
- All statuses now display in alphabetical order in the selection dropdown
Bulk Operations & Data Import
Deal Tags Support in ImportDeals API
Deal Tags are now supported in automated deal imports via the ImportDeals API.
What's Changed:
- Improved deal categorization during API operations
- Enhanced deal classification and reporting accuracy
- Streamlined automated workflows
Enhanced Data Validation for Holding Period
The Reasonably Certain Holding Period is now validated to prevent zero or negative values in the Book Deal workspace and during PIW imports. If an invalid value is entered, the system displays a clear error message, ensuring accurate data for both manual entries and PIW imports.
Accounting & Financial Operations
Extended Policy Election Options
Years through 2027 have been added to the Policy Election dropdown for IAS 17/IFRS 16 transition.
What's Changed:
- Extended year range through 2027
- Simplified future year additions
- Corrected formatting in Effective Date: First day of fiscal year label
Journal Entry Description Formatting
The JEShortDescription field is updated to remove an extra blank space before the description name for entries related to Security Deposits on modified schedules.
What's Changed:
- Resolves errors for customers using third-party reporting tools with base journal entry export
- Affected posting code/sequencer entries: 100.1011, 150.1011, 200.1011, 250.1011
Integration & API
AI Documentation Assistant
An AI-powered documentation assistant, Lineos Doc Assist is now available in LeaseAccelerator. Ask questions and get answers from the LeaseAccelerator knowledge base without leaving the application.
What's new:
- The Lineos button appears on the upper-right side of the page
- Provides instant access to product documentation and help resources
- Available throughout the application
Sourcing
RFP Proposal Management
Funders can now edit submitted RFP proposals to make updates and corrections. The system prevents duplicate proposal creation, ensuring cleaner RFP management and a streamlined bidding process. For more information, see RFP Proposal Management Enhancement
Product Improvements
Reporting & Analytics
Quantitative Analysis Report Modification Display
All Operating/Finance Asset and Accumulated Depreciation entries for modifications and rolled back modifications now appear in the Net ROU Remeasurement field. The "ROU…New" columns no longer include takedown entries for modified schedules. For more details, refer to Quantitative Analysis Report.
Evergreen Renewals with Fixed Terms
Schedules in an evergreen period that subsequently had a fixed term renewal recorded (where the renewal was ≥12 months but retained a portion or all of the evergreen period) now correctly reflect balance sheet accounting.
For example,
- Original Lease End Date: 9/30/2025
- Evergreen Begins: 10/1/2025
- Fixed-Term Renewal Start Date: 1/01/2026
Logi Report Save Operation
Resolved a database error that occurred when saving Logi reports without immediately viewing them. Previously, this issue affected users who saved reports but did not click to view them right away.
Deal & Asset Management
Bulk ShipTo Updates Now Trigger Automatic Ledger Refresh
Bulk updates to ShipTo information, when the ShipTo is part of the allocation attributes, now automatically update the LedgerExport.. Changes to multiple assets are immediately reflected in all reports.
SSO First Login Experience
New SSO users now authenticate seamlessly through their SSO provider without encountering password reset screens. Previously, first-time SSO users were incorrectly prompted to reset their password instead of logging in directly.
Bulk Operations & Data Import
Asset Tag Effective Dates During Rebooking
Asset tags now maintain the correct effective dates when rebooking schedules, ensuring accurate date-based reporting. Previously, rebooking such schedules incorrectly changed the effective date on asset tags in reports like BU Asset.
Rebooking Schedule Ledger Date Accuracy
Deal History now correctly displays the actual ledger date when terms change through the Terms Tile, ensuring accurate financial reporting and audit trails. Previously, rebooking a schedule through the Terms tile defaulted the ledger date to the 20th of the month.
Geographic-Based Amortization Term Application
Leases now correctly apply amortization terms based on geographic location as configured in Configuration Settings > Asset Types. Previously, amortization terms were not applied correctly by location.
Project Field in API Imports
Projects now import correctly through all API, ensuring accurate project tracking in Asset Details and Management. Previously, the ImportDeals and ImportAssets APIs did not recognize the Project field, preventing project data from importing.
Accounting Period Close Tracking
Each accounting period close now generates a unique PostingId, ensuring clear tracking of journal entries across multiple close events and simplifying Capture Document ID imports. Previously, reopening and reclosing periods reused the same PostingId for new entries.
Asset Management Update History Display
Deal History now displays a concise, generic message for Asset Management Update (AMU) imports that affect multiple assets and deals, improving readability and reducing clutter. Previously, Deal History showed excessive detail for these imports.
Payment Adjustment Display in Deal Summary
Payment adjustments now display correctly without duplication in Deal Summary, ensuring accurate totals across Deal Summary, Ledger, and Payables Export reports. Previously, duplicate payment adjustments appeared when manual adjustments coincided with imported disbursement data.
Materiality Threshold Calculation with Renewal Terms
Materiality Threshold calculations now include the full Reasonably Certain Holding Period (RCHP), including renewals, ensuring accurate Capital/Finance classification determinations. Previously, renewal terms were excluded from the RCHP, which could result in incorrect lease classifications.
Note: This improvement applies only to new classifications. Existing deals will not automatically update. To apply the corrected calculation to existing deals, navigate to the Accounting Classification screen and reperform the classification.
Post-Processing
Schedule Recalculation
No proactive post-processing is included with this release as some customers may have already made manual adjustments regarding the fixed-term renewal accounting update. Customers encountering schedules that do not reflect on-balance-sheet accounting after a fixed-term renewal are encouraged to manually recalculate the affected schedule(s) either through the UI or the Bulk Event import.