Release Detail For 23.07.23.0000
Fixed an issue with the menu icon blocking the Time Entry button on the last task card of the Today - Creative Page when using mobile.
Notifications and Approvals
Added a link back to the Project on the New Project Notification email.
Fixed an issue with Popup Notifications not working for Conversations.
Added a Do Not Use for Projects or Project Request Forms field to the Company Views and Company Contact Datasets.
Added Client Project Manager, Campaign Project Manager and Project Manager to the Client Invoice Views, Billing Data Report, Billing Data and Transaction Detail Report, Billing Transaction Detail Data Report and the Billing Transaction Detail Data with COGS Report.
Added Transaction Posting Date to the Project Cost Transactions datasets.
Added the Bank Account Name field on the Vendor Record to the Company Contact with EIN dataset.
Added Opportunity Stage and Opportunity Status fields to the Task Assignments Dataset.
Added the Detail Date Range column to the Accrued Order Detail report.
Switched the Total Credit and Debit column around when Hide Detail is checked on on the General Ledger Report.
Changed the Client and GL Company options to select lists and added a Parent Company filter to the Cash Receipts Journal Report.
Added Project Manager as grouping field option to the Billing Worksheet Report.
Fixed an issue with reports only displaying one page when being viewed on mobile.
Added the Contractor (Yes/No) field to Employee dataset
Fixed Time Productivity Analysis Scheduled Report when Excluding Contractors.
Added Project Custom Fields and Campaign Custom Fields to the Billing Schedule Data Report.
Fixed an issue with the Corporate P&L report when running against a budget and only one budget exists.
Fixed drop down missing for User Department column on some reports.
Added the 'Approval Status' column to the Expense Envelope Detail Data dataset.
Added Account Manager to the Project Budget Analysis report.
Fixed an issue with the Billing Worksheet Report returning No Data when used as a Scheduled Report.
Fixed an issue with not being able to create a Schedule Report using the Project Actuals by Month Report.
Changed how the billing method is set on a project created from an opportunity (Oppty) project: It will now use the billing method set on the Oppty project.
Fixed an issue with AGI not showing on the Opportunity Dash when you converted a Lead to an Opportunity.
Added a link back to the Project Dashboard from the Project Billing page more menu.
Added Project Status as an available field to the Campaign Budget screen.
Added Layout Name field to the Campaign Views.
Fixed an issue with HTML Deliverables not working correctly.
Added a column called Scheduled (Yes/No) to the Projects > Misc Cost screen so that users can easily look across the rows to see which ones are created from schedules.
Excluding closed Planning Projects from Project Setup lookup.
Added the GL Company Name as an available column to display on the Projects screen.
Added the ability to override the schedule options from Transaction Preferences on a project by project basis in the Project Settings screen. The options that can be overridden are: "Push Dates on Tasks", "Push End Dates on Started Tasks", "Actual Dates Change the Plan Date".
When you have the Transaction Preference to Create a new version for every spec sheet change and the employee is set up to receive New Spec Sheet Notifications, you will now get an email every time a Spec Sheet is revised.
To Do Board
The To Do Board will now show Status color in grid view.
Fixed the Project Status All filter returning no results for the Assigned Work on the Assignment Management screen.
Added Office any of filter to the Project Filters of the Staff Schedule Options.
On the Billing Dashboard the heading has been changed from "Revenue for the Month" to "Billing for the Month" to make it more clear that the amounts include tax.
When creating an Invoice from a Billing Worksheet with a Line Format of "Project and Service/Item" the resulting Invoice lines will now show the Hours/Quantity and Rate values the same as they do when created with similar settings in Mass Billing.
The comment from the Campaign Billing Schedule will now default onto the Billing Worksheet for Fixed Fee Campaigns.
Corrected an issue in Billing Worksheets > Mass Change that did not record the write-off date when it was changed on the write-off panel.
Fixed an issue that allowed transferred transactions to remain on an open Billing Worksheet.
Credit Card Connector
Added Item ID to the split project window for the Credit Card Connector.
Credit Card Charges
When manually adding credit card charges, the charge date will now default to the same date as the previously entered charge.
Today - Media
Added Campaign to the search options on both the Print Traffic and Broadcast Traffic Pages.
Added Conversations to Purchase Orders, Broadcast Orders and Insertion Orders.
Today - Accounting
The Description field on Today Accounting > Unposted Transactions > Credit Card Charges now shows the Purchased From data, when available.
Fixed an issue with the print checks page when coming from the Today Accounting more menu when the vCard isn't set up correctly.
You can now choose to see transactions for 30, 60 & 90 days on the Connections > Banking > Plaid Connections > more > Preview Transactions screen.
The Credit Card Charges import now supports importing multi currency transactions.
Added task constraint "Duration of Project" to the Tasks import.
Invoice and Estimate Layouts
Invoice and Estimate Layouts > Copy Existing -> Now allows you to create a new layout by selecting estimate/invoice/item options from existing layouts.
Invoice and Estimate Layouts now support a Net Cost subtotal inside the IO and BO sub-section on the invoice.
Added Project Manager field to the Invoice Layouts (Header & Line) and Templates (Header only)
The Estimate and Invoice Layouts now has a Billing Name field.
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