June 2026 Version Update: Revenue Models for Every Contract Type & Sage Intacct Updates

This month, we’re focusing on financial precision and team collaboration. Track revenue the way your contracts actually work with our new project revenue models, sync expenses and credit bills straight to Sage Intacct, and finally react to comments with emojis. 🎉

See what’s new in Scoro!

Project revenue models

Up until now, Scoro has applied fixed-fee logic to any project with an active budget when tracking revenue – meaning it always assumed you’d earn exactly the budgeted amount. That’s a great fit for flat-fee contracts, but less so for Time & Material (T&M) projects, where revenue should follow the work actually delivered.

With this release, we’re decoupling budget from revenue and introducing project revenue models. Now, you decide how Scoro calculates, forecasts, and recognizes your project’s revenue.

When you choose a revenue model for the project, you tell Scoro two things:

• The role of the budget – is it a revenue anchor, a ceiling, or an indicative reference
• How to track, forecast, and recognize revenue based on the commercial agreement with your client

You can select the revenue model in the Budget settings tab when creating a project, with three options to choose from: Fixed fee, Time & Material capped, or Time & Material uncapped.

Updated project metrics

Because revenue models change how revenue should be calculated, we’ve also updated how certain project metrics behave to ensure your forecasts now reflect your actual commercial agreement instead of forcing you to do the math.

The previous Forecasted budget at completion metric has been split into two:

• Forecasted earned revenue at completion – the raw value of all completed, planned, and scheduled work, ignoring budget limits. Shows what your team’s effort is worth on paper.
• Forecasted revenue at completion – respects your client agreement: equals the budget for Fixed fee, caps at the budget for T&M capped, and follows all work for T&M uncapped.

Plus, we’ve improved the calculation logic for Forecasted profit margin metric. It’s now based on forecasted cost and forecasted revenue at completion to keep your margin data consistent across your workspace.

Metric cards and charts now adapt their tooltips and names based on whether your active model enforces caps, and we’ve added clearer explanations to project metrics throughout.

A few other things to know:

• Templates: default to fixed fee, but you can switch the model when setting up the project.
• Permissions: Revenue model and other budget settings can be modified by project managers and other users with the Modify projects of other users or Modify projects of other users if a member rights in their permission set. Viewing monetary values or margin details requires the View project income and cost permission.
• Existing projects: When your site updates to version 26.6, your active projects will automatically adopt a model based on whether they have a budget set or not:
  • With a budget -> Fixed fee revenue model
  • Without a budget -> Time & Material uncapped

Replacing roles with users for multiple tasks at once

In our March version update, we introduced the ability to assign roles to tasks to indicate the specific expertise required to complete the work. Now, you can also replace the assigned role with an actual team member for multiple tasks at once directly from the task list to save time. 

1. Head to your task list, filter out the tasks you want to reassign, then select these tasks.
2. Click the user dropdown in the bulk actions bar
3. Select a team member and choose the Replace role option.

Once confirmed, Scoro automatically replaces the matching assigned roles with the selected user or adds them as additional assignees if no role match is found. Other assignees remain on the task.

Learn more about using roles for task-level resource planning.

Reassigning a booking to a role

Bookings managment is becoming more flexible as well. You can now easily reassign a specific user’s booking back to a role placeholder if you need to reshuffle:

1. Click on a user booking to open the booking modal.
2. Click on the user avatar and reassign it to the necessary role placeholder. If the booking was originally set as fixed, it will automatically change to tentative as role placeholders only support tentative bookings.

Reacting to comments with emojis

Sometimes an emoji says more than a thousand words. So we’re bringing more emojis to Scoro by introducing emoji reactions to comments! 🙌 🎉 Simply click on the Add a reaction button under a comment and select the perfect emoji. Whether it’s to show you’ve seen a message (✅), acknowledge something (), or simply share your emotions (🤣, 😭, ❤️, 🤯 ) – leave as many emojis as you’d like!

Users who left the comment are automatically notified about emoji reactions. To keep your workspace clean and prevent notification overload, all reactions to the same comment are grouped under a single notification, and you can hover over the emoji to see who reacted with it.

Note on the rollout: Emoji reactions to comments are being rolled out gradually in groups over the course of May and June. There is no action required on your part. Simply wait for the feature to appear on your site!

Sage Intacct integration improvements

We’re thrilled to bring a powerful suite of highly-requested updates to our Sage Intacct integration as well.

Expense sync

Your Scoro expenses can now flow straight into Sage Intacct. Enable the Expenses toggle in your Sage Intacct integration settings, and Scoro will sync expenses automatically.

Here’s how it works:

• Reimbursable expenses sync as Bills, payable to the claimant.
• Non-reimbursable expenses sync as Credit Card Transactions.
• Bank account changes stay flexible. Sage Intacct also lets you change the payment bank account in Scoro even after an expense has synced. This is useful when details need adjusting on the fly.

If you also use Envoice, this completes the Envoice → Scoro → Sage Intacct flow for expenses that we started building in last month.

Credit bill sync

We’ve expanded our existing bill sync to include credit bills (bills in Scoro with the payment method set to “Credit”). These are synced directly to Sage Intacct as Accounts Payable Adjustments. Once your finance team reconciles and pays the bill using the adjustment on the Sage side, Scoro’s next payment import will automatically mark both the original bill and the credit bill as paid in Scoro.

Automated inter-office billing

For multi-entity businesses where sister branches provide services to one another, manual double-entry is a thing of the past with automated inter-office billing.

First, set up your invoice – set the sister entity as the payer and select a bill-back template in the custom field.

Once the invoice is synced to Sage Intacct, Scoro routes it to the Top level in Sage Intacct, where Sage’s native billback automation generates the following documents:

• A receivable invoice under the billing entity
• A payable bill under the receiving entity

And that’s it. No more manual document creation!

To use inter-office billing on your site, your site administrator must tick the Enable intercompany billing via Sage Intacct bill back setting under Settings > Site settings > Integrations > Sage Intacct.

Other…

Project manager as mandatory field for projects created via API

The Project manager (manager_id) field is now strictly mandatory for all projects created via company-based API v2 requests (authenticated with an API key). If you use custom integrations or automated scripts to create projects in Scoro, please review your scripts with your development team to ensure a valid user ID is included in this field. Starting with this version, any project-creation request excluding the project manager field will fail with an error.

We’re working on…

• Quote-based bookings & retainer quotes. Visualize your sales pipeline directly in the Bookings module to see how potential deals and retainers impact your team’s capacity and revenue forecast even before a project is created.

❗Don’t worry if your Scoro site hasn’t been updated yet – the update is rolling out gradually over the next few weeks.

We do our very best to make Scoro better every day, so we appreciate your feedback! Share your thoughts with us via our contact form.

Wishing for your improvement ideas to come to life on your Scoro site? Send us feedback.

What to do next?

• Join our referral program to invite others to try out Scoro and earn monetary rewards of up to 1800 USD when they become a Scoro customer!
• Visit our Help Center to find in-depth guides about all Scoro features.
• Listen to our podcast The Handbook by Harv Nagra, an Ops Consultant and Ex-Agency Leader, where he dives into engaging conversations with operations experts to discuss and explore the behind-the-scenes and latest trends and innovations in the professional services space.
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