22.12.18.0000 (Dec 2022)
Release Detail For 22.12.18.0000
Everyone
Calendar
Fixed an issue where default calendars could be made into a subscription calendar.
Improvements to office blockout calendars to improve performance of the Staff Schedule.
Conversations
Fixed an issue with uploading large files and getting timeouts. It will now display an error message if the upload times out.
Reports
1099-Misc and 1099-NEC forms updated for 2022 changes.
Added YTD option on the Project Profit and Loss Detail view.
Add a Team filter (any of) on the Chargeability Summary Hours and Chargeability Summary Dollars reports.
When running the "Media Details" report with the "Hide Details" option shows the client invoices and vendor invoices.
Added the Team Names that the user is on to the Task Assignment Weekly dataset.
Added "Task Complete Project Status" field to the Project Tasks Data report.
Added Parent Client Name and Parent Client ID to the Task Assignment Dataset.
Added a new field called Form Full Name to the Tracking Form Data report that is clickable and takes you directly to the Tracking Form.
Fixed the grouping on the Time Productivity Analysis Report.
Added Transaction Approval Date to the 3 Project Cost Transactions Datasets.
Field labels no longer wrap on Between and Not Between filters on views and reports.
Creative
Creative - Today
Made the Project Type in Settings for Creative - Today into a select list and added it to the Display Options.
Salesperson
Opportunities
Fixed an issue with Opportunity Schedule printing.
Project Manager
Campaigns
Fixed the Show Only Active button on Campaigns Projects and Segments
Dashboard
Changed the Client selection in the PM Dashboard to be any of.
Deliverables
Added a Project Files button to the More menu of the Deliverables Rounds Review
page.
Fixed an issue with custom Vimeo videos not working correctly.
Fixed an error in Deliverables views when using update multiple and changing the Status and Completed.
Fixed an issue with the Notify List not using the people set up on the Deliverable Type.
Estimates
Added Internal Approval Date to the Estimate grid on Projects.
Projects
Added Internal Approval Date to the Estimate grid on Projects.
Fixed alignment on the Project Snapshot Billing Tab.
Made some changes to speed up project creation when using Box WebDAV.
Schedule
Added Conversations Count to the Project Schedule as a column option.
Update the Allocated Hours on a Summary task without needing to save/refresh.
Project Manager - Today
Added Team Name to the Assignments view.
Resource Manager
Resource Manager
Added the RM graphs as a menu item.
Staff Schedule
Fixed an issue with the Staff Schedule when you tried to view past data like -4w.
Fixed an issue with the Staff Schedule week hours not showing correctly.
Billing
Billing Dashboard
The Year-To-Date option on the Billing Dashboard has been modified to use the company Fiscal Year that is set in the GL Tracking options instead of a calendar year.
Billing Invoices
Projects and BWS that specify a designer Layout and generate an Invoice with a Line format that is by Project and Service/Item now respect the Display Option settings on the Layout.
Billing - Today
Approval Comments are now saved when approving multiple Billing Worksheets from Billing - Today > Worksheets to Approve.
Accounting
Account Reconciliation
The Account Reconciliation has been modified to show the Reconciled On date for deposits as soon as the deposit is selected.
Journal Entries
Journal Entry rows can now be dragged and dropped to different locations on the screen.
Accounting - Today
The Accounting - Today > Journal Entry views now have additional columns from the General Journal report.
Admin/Manager
Import Data
Corrected issues with the Credit Card Charges import with the markup calculation for the billable cost.
Modified the Campaign import to allow importing of campaign custom fields.
Corrected an issue with the Vendor Invoice import when mapping to the "detail (line)" field.
Integrations
Fixed an issue with Journal Entries endpoint POST method.
Added a warning/confirmation when the user clicks the Remove Auth From Workamajig.
Invoice Layouts
Added to the Invoice Layout > Invoice Header Fields > Billing Contact Phone.
Added to the Estimate Layout > Estimate Header Fields > Project > Client Fields > Primary Contact Phone.
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