23.02.19.0000 (Feb 2023)
Release Detail For 23.02.19.0000
Everyone
Added access to help guide, user community and support via ? on menu bar
Added the ability to favorite Views from the Today Pages.
Calendar
Added an option to the Calendar Display Options called "Show meetings that you marked as not attending". You can now check this option if you'd like to access those meetings to delete them, or maybe mark it as attending.
Added Project Team to the Add Attendees panel on Meeting Edit.
Graphs
Added an Export option to the Graph edit screen under More and an Import option to the Graph Dashboard edit page.
Notifications and Approvals
Added Client Name and Project Manager Name to Project Status Update notification.
Fixed an issue with the last Approved email not being sent for Deliverables when using Send To Everyone At Once.
Reports
When Printing the Project Profit & Loss (Multi) it will now print with rows expanded or collapsed depending on how it appears on the screen.
Added Project Custom Fields as available column options to the Quote Detail Dataset.
Added a Budget Hours by Task field to all 3 Time Detail Datasets.
Added "Retainer Name" to the Project Task Dataset.
Added the budget fields to the Project Cost Transactions dataset with Labor Net report.
Fixed an issue with Page Breaks on the Time Productivity Analysis report.
Fixed an issue with Calculated Columns not working if the caption was just numbers.
The Client P&L (Multi View) has been enhanced to include Overhead and Cost of Goods transactions, that do not have a client, on the NONE - OH Client row in the Direct COGS column.
The Corporate P&L can now be run for 20 years prior to the current year.
The Accrued Order Detail report now has a display option "Show Only AR Paid in Full". In addition, "Open Amount" and "AR Paid In Full" columns have been added.
Salesperson
Leads
Fixed issue with Marketing Groups not showing in the Lead Views.
Opportunities
The Stakeholder link will now show on Opportunities when Advanced Features are enabled.
Project Manager
Deliverables
Added a Transaction Preference to Deliverable Options called "Send Individual approved emails". When turned off this will stop the deliverable decision emails from being sent to people on the notify list.
Estimates
Added Active Estimates and Inactive Estimates to the Global Search.
Added Approved Total to the Project Estimates screen as a column option.
Project Requests
Added Label/Content Orientation printing options to Spec Sheets on Project Request when the new Rich Text Editor lab is enabled.
Added Project Created (Yes/No) field to the Project Request Views.
Projects
Added a Search Text option to the Project Daily Feed.
When creating a new project from a template or another project, copy the services from that template or project.
Allow an Administrator to edit a Project Status when its locked even if they don't have the security right.
Turned off the Slack error messages if the user doesn't not have a Slack Member ID. They will still show for users with bad IDs.
Schedule
Fixed issue with task with constraint Duration of Project interfering with project level percent complete. When all of the tasks are 100% complete, the project will be marked as 100% complete.
Spec Sheets
Changed the Spec Sheet heading to show the Spec Sheet name and logo when printing.
Added more spacing when printing Spec Sheets so it is easier to read.
Added the Rich Text Editor feature to the Description field on Specs Sheets.
Fixed an error that could cause doubling of Spec Sheets when versioning is on and you repeatedly updating the same Spec Sheet.
Fixed the Spec Sheet sort order on the Projects Spec Edit Page when the "Sort Non-Grid Mode By Date Created" System Setting is enabled.
Project Manager - Today
Added a permanent filter on Assignments View called "Teams (equal to) that will filter for assigned users from the Team selected.
Transactions
Added Transaction Posting Date to the Transaction Views and the Project Transactions.
Resource Manager
Assignment Management
Fixed the users Task counts on the Assignment Management screen.
Billing
Billing Worksheets
The Billing Worksheets process for child worksheets, has been enhanced to capture more of the messages on each project's daily feed.
Clients
Estimate Template, Invoice Template and Layout have been added to the Client update multiple.
Disabled adding a new campaign and projects within a campaign when the client has the Do not use for Projects/Project Requests checkbox on.
Mass Billing - Fixed Fee
Corrected an issue on Mass Billing > Fixed Fee and Campaign Fixed Fee, where a line that has been edited remained highlighted in blue.
Receipts
Removed the Opening Transaction checkbox in Add New Receipt and Add New Payment screens.
Added support for Arabic text to the Receipt Description.
Billing - Today
The Billing Today > Print/Email Invoices will now remember which tab the screen was on when the page closed and reopen to that tab the next time.
Purchasing
Payments
Added ACH Setting: Company Discretionary Data field for adding 20 characters to the ACH file.
Purchase Orders
Added the ability to link/unlink Purchase Orders to approved estimate lines.
Changed: When PO is created via a project estimate the PO Due Date will default to today's date.
Purchasing - Today
Added ACH Enabled to the Select Invoices to Pay screen.
Vendors
Fixed an issue in the Vendor Purchasing Defaults screen that inadvertently turned off the ACH Enabled when changing the Default Expense or AP Account values.
Media
Orders
Fixed an issue with the visibility of 'Applied to Vendor Invoices' & 'Applied to CC Charges' under the Order Summary section on the Insertion Order.
Media - Today
Corrected an issue with the response that was sent for MediaPlan API requests.
Accounting
Revenue Forecast
Enhanced the Revenue Forecast to use more decimals to avoid rounding inconsistencies.
Added: The Revenue Forecast has been modified to move Potential Campaigns to Approved Campaigns when using the Update Forecast option.
Today Accounting
Fixed: To protect against Posting Date discrepancies, the Post action will not be available on Client and Vendor Invoices while the record is still in the process of saving.
Admin/Manager
Custom Fields
Fixed an issue with Display When Custom Fields causing the save not to work when adding a new company, contact and/or opportunity.
Email Sending Log
Added the ability to select emails from the Email Send Log to resend.
Import Data
Added: The Client Import has been enhanced to import the Billing contact and Primary contact first name. last name and email address. You can update existing contacts or the system will create the contact when it is not found. Also added Email Invoices To in the import.
Fixed an issue with the Project Request approval process when the request is imported through the api or Import Data features.
Fixed: The Timesheet import now honors the Timesheet Transaction Preference: Require comments on time entries.
The Credit Card Charges import now correctly updates the charge lines with the department and class from the file.
Integrations - File Storage
Fixed an issue with Base64 attachments not uploading correctly and not deleting old ones.
System Setup
Admin/Manager > Connections > Credit Cards > ACH Client Billing now offers a Test ACH login information test button to allow users to validate credentials are correct.
Removed the "Key" field from the ACH Client Billion section of the Credit Cards connections page.
Fixed an issue where users could request a password reset email even when their company had turned off that option.
Added a new right " Approvers can edit timesheets for people they approve".
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