23.04.16.0000 (Apr 2023)

Release Detail For 23.04.16.0000

Everyone
Calendar
Added an option on Subscription Calendars to limit the date range of the meetings from the subscription in case the total number of meetings exceeds the maximum of 5,000.
Fixed an issue with calendar subscriptions from Workamajig where deleted recurring meetings were still showing in Google because of a daylight savings time issue.
Fixed an issue with Undefined showing in meeting time entry comments.

Conversations
Fixed an issue with editing replies in Conversations not allowing inline images.

Mobile
Modified Emails so they are easier to read on mobile devices.

Notifications and Approvals
Modified the sort order of Messages in the Notification Bell to sort newest to oldest for messages happening on the same day.

Reports
Added checkbox to exclude Contractors on the Time Productivity Analysis Report.
Added the ability to select individual users as well as Security Groups when allowing access to Custom Reports.
Noted that the Date Range filter is based on Posting Dated and changed the Date column to Inv. Date on the Sales Tax Analysis Report.
Added additional fields for Credit Card details to the Company Contact with EIN dataset.
Corrected issues with the dates on the Corporate P&L as a scheduled report.
Fixed an issue with the Project P&L Multi report. where account manager was not an available field.
Added missing Report Options for Team and Users when creating a Scheduled Report from the Billable Hours and Dollars report.
The Corporate P&L run using the 'One Column Per' option, the 'Show Total Column' now honors the filtering.
Added the Current Budget Expense Net field to the Project Summary dataset.
Fixed an issue with the Project Budget Analysis report where it would not return data.

Creative
Creative - Today
Added Timeline Segment to group by and sort by options on Today - Creative.

Salesperson
Client Portal
Created a Client only Conversations page for Project Requests, this will limit what Clients see when they use Project Request Conversations.

Opportunities
Added Working Days to Opportunity Details > Settings > Schedule on an opportunity project so you can set Working Days before making an Opportunity live.
Removed validation of project work days of the week for Opportunity projects, because you are not able to set those days.

Project Manager
Budgets
Corrected an issue with the Project > Budget - by person view when the "Amount Billed" and "Amount Billed no Tax" were causing the sum to be doubled. The By Person and By Title views do not support including tax in the Amount Billed column.
Fixed an issue that in some cases caused an Access Denied message when attempting to open an IO or BO from the Project Budget drill down page.

Campaigns
Added Get labor Rate From to the Campaign Budget screen as an available column option.
Removed auto filling the Company and Contact information on the connections screen when you create a Conversation from Campaigns.

Deliverables
Changed the eyeball on the deliverable review for a URL to open the URL in a new browser tab and made the URL text a bit bigger.
Added additional support for adding comments and markups to URL Deliverable pages.
Allow Deliverable Instructions to be Copied and Pasted.

Estimates
Added a Search Bar for the Services on the Estimate Labor Page if there are over 21 Services.
Locked down all the parts of an Estimate when a Project is Closed using the Closed checkbox under the Accounting Tab.

Schedule
Added Subtotals and an option to Expand the grid when opened to the Actual Hours drill down on the schedule screen.

Spec Sheets
Made some changes to how the Logo prints on Spec Sheets to keep it from stretching.

Today - Project Manager
Added "for active projects only" to the search text for Assignment Views.

Resource Manager
Assignment Management
Added an option to assign colors to the Task Assignment Status, the color selected will show as the border color on the Assignment Management Screen and Today - Creative.

Staff Schedule
Made changes to the Staff Schedule and Assignment Management screen as part of the Performance Initiative.

Billing
Billing Worksheets
When generating a Billing Worksheet for a campaign that is set to bill by campaign the contact will now be the Primary Contact from the campaign.

Clients
Added Start Date and End Date as available fields to the Client Connects Campaigns screen.

Mass Billing - Media
The column widths on the Media Mass Billing - Summary and Detail tabs can now be resized.

Purchasing
Credit Card Connector
On the CC Connector Screen > Link Order panel > the Item Name is now displayed as the Item ID - Item Name.

Pay Credit Cards
The Purchasing - Today > Pay Credit Card screen will now match the prepayments shown to the currency used in the search options.

Payments
When creating a Payment with a negative amount, an Expense will now get automatically created the same way as if the Payment were a positive amount.

Print Checks
Fixed an issue with the vcard batch creation where our post request was getting back an error that we weren't handling properly.
Modified the Purchasing - Today > Checks to Print screen to have separate columns for Vendor ID and Vendor Name. User can now sort the grid by Vendor ID/Name.

Vendor Invoices
Users can now change the Invoice Date and Due Date of the vendor Invoice when the project on the invoice header has a status that does not allow expense entries.

Vendors
Added to the System Log when Bank Account Number, Bank Routing Number and SSN/EIN fields are updated on a Vendor.

Media
Today - Media
Added real time notification updates to the counts on the Today Media screen.

Accounting
Account Reconciliation
Fixed an issue that in certain cases cleared Deposits would display a status of Not Cleared on an Account Reconciliation.

GL Transactions
For better auditing Added by and Posted by fields have been added to the GL Transaction Details dataset.

Today - Accounting
Added real time notifications to update the Today Accounting counts.

Admin/Manager
Employees
Added a new option for Offboarding the Supervisor on an Employee.

Import Data
Fixed an issue with Project Manager not showing up on the Clients import available fields.
Fixed an issue with the Project Import when there is an opportunity on the project.
Both the Insertion and Broadcast order imports now support importing the Class ID for the order and detail lines.
The Credit Card import has been modified to check the Active status on the Client instead of the Company active status.

Invoice and Estimate Layouts
When billing or estimating a Campaign with Segments and a designer Layout, have the Segment lines respect the Display Option (No Detail and/or Sub Item Details) specified in the Layout.
Fixed designer Estimate Layouts so that the Change Order field properly displays Yes/No.
Fixed an issue that caused an error in some cases when printing a Task Estimate using a designer Layout.
Fixed an issue on some Estimates that use a designer Layout where a Billing Item for an Expense would get included in the Labor lines.

Security Settings
Added a new right called Edit Employee and Contact Custom Fields for viewing contact/employee custom fields.