Release Detail For 23.06.18.0000
Added Teams as dropdown option when adding attendees to meetings.
Updated the Client Invoice email format to better display on mobile devices.
Notifications and Approvals
Fixed an issue with the Time Sent on the Deliverable Notification email.
Removed the Run Report for Financial Reports and added the ability to Generate them on screen.
The Google Sheet Link no longer expires after 30 days. The link is valid until the API User Token is changed.
Added a new custom report called Deliverables by Approver that shows one row per approver.
Added Project Type to the GL Transaction Detail dataset.
Added Equal To and Any Of filters for Company ID and Company Name in the Vendor Payment Detail dataset and the Project Summary dataset.
Added GL Company (any of) and Office (any of) filter options to the Project Actuals by Month Report.
Changed the GL Company lookup to a select list in the Client P&L Detail, Project P&L Detail and Project P&L Multi Reports.
Added a GL Company (Any Of) filter to the Time Productivity Analysis Report.
Fixed an issue with multiple project rows showing in the Project Spec Sheet Data report.
Corrected an issue with the scheduled version of the Invoice Summary report, it did not group by client.
Corrected the Accrued Order Detail ability to click on the row to view the order details.
Fixed an issue with views not filtering correctly when using the Action Date filter.
Creative - Today
Graphs were not updating when logging in as a different user.
Made a change to Contacts, Leads and Employees so you can add any Salutation or choose from the drop down options.
You can now choose to use a Billing Schedule, to bill advances, for Fixed Fee Campaigns whether or not you are using the Campaign Budget. The Billing Schedule link is always available. All billing schedule invoices when not using the Campaign Budget, are automatically Advance invoices. The Advances appear in a separate section on Mass Billing - Fixed Fee Campaigns and can also be pulled into Billing Worksheets.
Fixed an issue with the deliverable due date on the approver not matching the default due date set.
Added the new email To control to the File upload for both Campaigns and Projects.
Added an error message for users trying to use slashes in folder names.
Fixed an issue with users getting added to the Approver list instead of the Notify list for Project Requests.
Added an option to include the company report logo on the Gantt PDF report from the Schedule and Traffic Calendar.
Fixed an issue with Projects added through Campaigns with Segments not copying the services for users on the templates.
Fixed an issue with not being able to add a new task under a duration of project task if you had the option on to set the previous task as a predecessor of the new task.
To Do Board
Added Task Plan Complete Date as available field on the To-Do Board.
Project Manager - Today
Added Expense Billed field to the Projects Views.
Fixed incorrect error when editing the Staff Schedule Detail screen about assignment dates being outside of the range of the task dates.
Changed the Traffic Calendar Assigned To Services lookup to show all Services.
In the Time breakout on Invoice designer Layouts, always display the Rate in the Service rather than the effective rate derived from overall billed hours.
You can now Charge ACH, in addition to Charge Credit Card, on the Client Invoice Views.
Modified the Resend Authorization Email Panel for ACH Receipt.
Credit Card Connector
Added the Comment field to the Change Selected -> Update Multiple panel on the Credit Card Connector screen.
Added the new functionality for Resend Authorization Email Panel for ACH Payment.
Fixed an issue with copying lines in Open Purchase Orders.
There is now a search box on the Vendor Invoice Select Approver panel to filter the employee list.
When adding a new vendor you can enter the 1099 details by clicking the 'Is a 1099' checkbox.
Media - Today
There is a new option: 'Days Out From Today' under Today-Media > System Settings > Orders Needing Attention. The Print and Broadcast screens now use this setting to determine the Space Close and Materials Close dates by security group.
Updated to reuse an existing PO when syncing MediaForce orders.
Updated error messages when trying to post to a multi currency gain/loss and rounding accounts that don't have access to the GL Company for the rest of the transactions.
Fixed an issue with JE appearing as "Unapproved Transactions" when they have been posted with the Journal Entry approval lab turned on.
Fixed an issue with the Employee Sales Goals not working correctly.
Fixed an issue with being able to see Expense Reports for others through the Employee screen when you did not have the "View anyone's expense report" right.
The Vendor Invoice import now reads the invoice terms from the vendor, when the terms are not supplied in the file.
For imports, allow the user to pass in "-" after the number to make it negative for custom numeric fields.
Added the ability to assign colors to Office, Department and Services. Colors assigned will be used in Graphs and can be pulled into reports as a column options.
Beta Release: Added two factor authentication.
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