22.11.20.0000 (Nov 2022)
Release Detail For 22.11.20.0000
Everyone
Calendar
Added real time updates to the Meeting list on the Today screens.
Conversations
Added the new To functionality to Activity Conversations.
Added Meeting Description and/or Notes to the Conversations in Companies and Contacts.
Notifications and Approvals
Fixed an issue with getting notifications for incorrect tasks when adding assignments to the Schedule.
Fixed an issue with open tabs reloading to the default page when you click a link from an email notification.
Reports
Column Worksheet Approved By, has been added to the Billing Worksheet and Billing Worksheet Detail datasets. The column matches what is recorded in the System log. Worksheet Approved By is also shown on the Worksheets Setting panel.
The Accrued Order Details Report now offers a Class filter when the option is enabled in GL Settings -> GL Tracking Options.
Added the Order Currency field to the Order Detail Accrual Data report.
When the Exchange Rate column is displayed on a printed AR or AP report it will now display the 6 digits in PDF or EXCEL.
Fixed an issue where the AR Statements "Send To Clients" option wasn't honoring the Aging Using values.
Fixed an issue with the grouping on the Time Productivity Analysis report.
Added Sales Tax 1 Amount and Sales Tax 2 Amount to the Expense Envelope Details Dataset report.
Corrected an issue with the Client P&L and Project P&L where the "allocated" categories were not being handled correctly.
Fixed an issue where the google sheets was returning HTML tags for custom fields.
Corrected an issue with the PDF version of the Overhead Allocation report transaction memo field showing HTML tags.
Added an error message to the AR Aging and AP Aging reports that you can only select one GL Company when finding the date of last balance.
Corrected an error in Project Financial data that incorrectly showed Hours Unbilled as the Labor Unbilled amount.
Added ACH fields to the Company Contact Data with EIN dataset report.
Fixed an error on the Corporate P&L scheduled report.
Allow a Scheduled Report to be created even if there is no data.
Timesheets
Fixed Minimum hours timesheet submission.
Creative
Creative - Today
When a Time Entry is created from a To Do on a Task Assignment from Creative Today it will use the Assignment Service instead of the default Service for the user.
Salesperson
Companies
When the user unchecks Active on the company record, it now unchecks both Client is Active and Vendor is Active (if either/both were enabled as active).
Opportunities
The Opportunity Stages option for "Display On Dashboard" in System Setup will now apply to the Opportunity Dashboard.
Project Manager
Campaigns
Added the deleting of Estimates to the Campaign Daily Feed.
Fixed an issue where you could not add a Spec Sheet to a Campaign.
Dashboard
Fixed an issue with Text Area Custom Fields not holding enough data on the Projects Production dash page.
Deliverables
Corrected an issue with the interval not getting set when reminder is checked.
Added an I'm done with this task check box to the Deliverables Time entry tab.
Misc.Costs
Corrected an issue where the markup was recalculated on the first item in the Project > Misc. Costs screen based on the project settings.
Fixed an issue with Misc. Costs, where it was displaying the default markup even after the user changed it.
Corrected an issue where Misc. Costs for inactive projects were showing as errors.
Projects
Fixed an issue where Project View fields were not refreshing when editing a project on the setup screen.
Schedule
Added a check for Locked Project Status before allowing a user to change the Project Status.
Fixed an issue on the schedule where Move Task Out doesn't move it out a level if it's the first child under a parent task.
To Do Board
Added RTN updates for the To Do Board and the Task To Do's on the Project Schedule screen.
Fixed an issue where email replies to To Dos were getting linked incorrectly.
Project Manager - Today
Added an option to mass update Assignment Status to the Assignment views.
Fixed an issue when using Firefox and the scroll bar on graphs cutting off the text.
Resource Manager
Assignment Management
Fixed an issue with all users reloading on the Assignment Management screen when dragging a task to a different status.
Billing
Billing Worksheets
Added Budget Amount column to the Billing Worksheets to Approve screen.
Fixed an issue where Billing Worksheet invoices did not honor the Transaction Preference > Client Invoices > Default Approver option "PM From Project on Header."
Mass Billing - T&M
Corrected an issue with Mass Billing > Time and Materials where if a Billing Worksheet had flagged transactions as 'Do not Bill' or Marked as On Hold Billable" the charges would not appear.
Receipts
Billing Today > Receipts view now has the ability to charge multiple receipts to the credit card on file. Only clients with Allow Credit Card Payments Online - have access on the Receipts screen. Receipts that have an Authorization Code do not present with the checkbox to process a CC receipt. Confirmation Emails are sent to Billing Details > Email Invoices To contact. If there is no contact at this level, the primary contact is used.
Billing - Today
Added Contact Name to Retainers view.
Added the Cash Amount column to the Receipts View (Client Receipt Level Data)
Purchasing
Credit Cards
Fixed an issue with finding the correct GL Account to match with Plaid CC transactions. The system was not finding a match in cases where there were two matches on the account name for the same GL Account. One with a Plaid account owner field and one without.
Fixed an issue with voiding Credit Card Charges that did not properly account for the taxes.
Payments
Added an 'Is Blank' or 'All' option for the GL Company lookup to filter on the Checks to Print Screen.
Purchase Orders
Modified the security on Orders. Users will no longer be able to delete a line, add a line, or change anything financial on the Orders after it has been approved unless they have the 'Edit after Approval' security right.
Purchasing - Today
The Cash Amount column has been added to Purchasing > Today > Payments Views to allow you to easily see the payment amount for alternate currency payments.
Vendor Invoices
There is a new Trans Pref > Vendor Invoices > 'Hide Expense Report Items'. When the preference is turned ON Expense Report Items are filtered out from the Item lookups that are found on both the Add & Edit Vendor Invoice Screens.
Vendors
Corrected an issue where a Company's GL Restrictions were incorrectly changed when updating vendor details.
Media
Materials Due
The Broadcast and Print Materials Due screens now have Material Sent and Materials Sent Date columns available on system settings. You can set the Materials Sent Date for individual lines or for the whole order from this screen.
Orders
Corrections were made for the View Only and Edit after Approval rights on the Insertion and Broadcast orders.
Admin/Manager
Custom Fields
Fixed an issue with Required Custom Fields not working correctly when used in multiple areas.
Estimate and Invoice Layouts
Fixed the Undo function for the Layout Designer
Changed the Client Project Number and Estimate Description labels on the Estimate printout to be the same size as other labels in the header.
Fixed an issue with Horizontal and Vertical lines in Designer Layouts.
Import Data
Added Contractor to the Employee import.
Fixed issue with the Project Import when importing to an environment that has no project custom fields.
The Credit Card Charges import has been modified to allow you to import multiple detail lines using the same Reference Number for all lines. In addition, use the Markup From Project (Line) column set to yes to have the import calculate the item markup using the Project > Project Settings > Billing Options > Expenses Get Markup From option.
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