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Bizview v26.2 Release Notes

This topic describes feature enhancements, resolved issues, and important information for Bizview v26.2, released on June 19th, 2026.

Note: Starting in Bizview v24.1, feature enhancements are no longer available to on-premises users.

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Feature enhancements in v26.2

Feature Description
Activity Monitor

This release introduces the Activity Monitor, a new administration page available to BV30 users under System > Monitoring. The Activity Monitor provides a real-time view of all active and queued processes running across Bizview, including Jobs and Dashboard dataview executions.

Administrators can monitor process status, processing time, and user context in the Active Processes tab, and review completed, failed, or terminated processes in the Process History tab. The toolbar provides options to refresh, filter, group, export, and adjust the view.

Administrators can abort running Jobs, Template Generation, and Analytics processes, or remove a queued Jobs process directly from the grid. A confirmation dialog requires a reason before the action is executed.

The Type column displays a human-readable label showing the process identifier and description for each registered process. Application settings under Settings > Other > Activity Monitor allow administrators to configure the Dashboard Registration Threshold and the Retention Period for process history.

Intelligent Forecast Dataview Enhancements

This release delivers two enhancements to the Intelligent Forecast Dataview:

  • Full-page editor: The Dataview editor now opens as a dedicated full-page view instead of a modal dialog, providing more working space and a toolbar with Save, Close, Cancel, and Back to Dataviews actions.
  • Seasonal Period: A new Seasonal Period field is available in the editor, allowing template designers to specify whether forecast data follows a repeating seasonal pattern. Options include None (default), Monthly – Annual (12), Quarterly – Annual (4), and Weekly – Annual (52). When a seasonal period is selected, the Forecast service detects repeating cycles in the historical data — for example, year-end expense peaks — and uses them to produce more accurate forecasts.
AI Assistant — Updated Interface

This release upgrades the AI Assistant to Lineos V2, replacing the previous tabbed interface with a single, unified chat window. The three existing capabilities — Report Assist, Doc Assist, and Data Assist — continue to work as before and are accessible from the same chat interface.

Users can now also access their chat history and continue previous AI Assistant conversations from where they left off. Users on versions prior to 26.2 continue to see the earlier tabbed interface.

Issues resolved in Bizview v26.2

Salesforce Case # Resolution
Salesforce Case: 05564746 The Xero plugin now correctly skips or handles the Journals API endpoint gracefully when an insufficient_scope error is returned, instead of failing the entire job with an Unauthorized error after Xero changed their OAuth scopes in March 2026. Remaining endpoints continue to fetch data successfully.
Salesforce Case: 05524363 The VismaNet plugin now correctly throttles pagination requests and implements retry logic with exponential backoff when HTTP 429 responses are received, instead of firing all page requests simultaneously and failing immediately on rate limit errors.
Salesforce Case: 05543416 Analytics reports now correctly render NULL values in measure fields as an empty string, instead of displaying "[object Object]" when a measure field returns a NULL value from the dataview.
Salesforce Case: 05554496 Administrators can now successfully assign clients to users who were synchronized from the Platform environment to Bizview, instead of receiving an "Incorrect syntax near '$'" SQL error when using the assign-clients API endpoint.
Salesforce Case: 05499710 Formula cells in Preview mode now consistently render the complete formatted string on every execution, instead of intermittently producing an incomplete result when template state or rendering timing conditions are met.

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