23.11.19.0000 (Nov 2023)

Release Detail For 23.11.19.0000

Everyone
Conversations
When using the !, @ or # in Conversations to search for Emails, when the list populates you can now use the arrow key to navigate the list and press Enter to select.

Notifications and Approvals
Fixed issue where Notification Message History detail times were shown in UTC rather than local time zone.

Reports
1099 forms and e-File report updated with 2023 tax year standards. In addition, you can now designate the Reporting Year to be printed on the form.
The WIP Analysis report now opens onto the Project Details tab instead of the Account Summary tab.
Fixed the rollup and drill down on the Client P&L Detail for the Other Income and Expense section.
Added PO Link ID to Broadcast Order Data and Insertion Order Data reports.
Corrected the Client P&L and Project P&L to honor the report layout columns when exporting to Google sheets.
Fixed a Too Many Rows error on the Project Budget Analysis Report when using the Client filter.
Fixed an issue with Project or Planning Project filter not being used on a Scheduled Report for the Project Budget Analysis Report.
Fixed an issue with the Account Manager field missing from the Client P&L Multi Report.
When scheduling the client statement for a currency other than home currency, the selected currency wasn't being saved in the right format. This has been corrected.

Salesperson
Salesperson - Today
Fixed an issue with Importing and Exporting a Graph that has a calculated column in the X Axis, Y Axis or Series and the calculations getting wiped out.

Project Manager
Campaigns
Added "Campaign Gross remaining %" and "Campaign Hours remaining %" to the Campaign Budget screen.
Added Remaining Camp Budget Unbilled (Project) field to the Campaign Budget grid.

Planning Projects
Fixed an issue when adding new planning projects where sometimes no planning projects were available to select from the Planning Project to Copy lookup.

Project Settings
An issue was fixed in the Project Billing Schedule screen that caused errors when using Task completion for scheduled billing.

Projects
Removed the character limit on the Status Notes field.

Schedule
Added an option when printing the Schedule Gantt to Excel to show the Task Name on the Gantt bar to match how the Gantt appears on the screen. Also, summary task names will now be bold.
Added a new task setting called "Set to Must Finish On when Predecessor is Complete". This will set the task constraint to Must Finish On and its Constraint Date to the current Plan Complete date when that task's predecessors are all complete.
Fixed an issue where Task Priorities were not getting copied from Templates correctly when creating a new project.
Fixed an issue when you edit a task conversation and change the task, it was still included in the Conversation Count column of the old task on the schedule.

Project Manager - Today
Fixed the field 'Hide from Client' in the Assignments views.

Resource Manager
Staff Schedule
Added an option to the Staff Schedule to "Display Details in Main Grid". When checked this will display projects and tasks under each user or service.
Made performance enhancements to the Staff Schedule.
Fixed an issue on the Staff Schedule where the user may see multiple prompts to reload due to blockout days being refreshed.

Traffic Calendar
Made Campaign an Any of selection in the Traffic Calendar.
Added a "No Grouping" option to the Group by options in the Traffic Calendar. If selected then it would remove the Project and Summary Task grouping and just show all the detail tasks sorted by Plan Completed date.
Added Project and Campaign as column options to the Traffic Calendar grid view.

Campaign Schedule
Added a "Detail Task Only" checkbox to the Campaign Schedule, if checked it only shows Detail Tasks sorted by Plan Complete date.
Added "Project", "Summary Task" and "Campaign Segment" to the Campaign Schedule grid view.

Billing
Billing Worksheets
Vendor Invoice number and Credit Card charge reference have been added to the Daily Feed message when a write-off has been done.
Corrected an issue in Billing Worksheets to limit the list of available services on a labor transaction to the user on the transaction.

Client Invoices
When using Invoice Templates the label 'Fax' will now only appear when the GL Company has a fax number saved on the company record.

Clients
Removed the bad column "Contact Owner" and replaced it with "Company Owner" in the All Clients by Address view.

Purchasing
Credit Card Connector
When selecting multiple rows on the Credit Card Connector and using Change selected Update Multiple > Changing the Project, Task and/or Item will update and calculate the Markup for rows that do not have Split Projects. The Split Project rows are ignored when changing those fields.

Payments
You can now designate payments to 'third party payers' on Purchasing - Today > Payments views. Highlight the payments > Update Multiple and choose the correct Payment Type. The 1099 process can include or exclude specific payment types.

Media
Orders
Printing dollar signs on Purchase, Insertion and Broadcast orders is now controlled by Transaction Preference > GL Tracking Options > Multicurrency Tracking > Show Currency Symbols on Client Invoices. Orders in alternate currencies always show the currency code with the total.

Media - Today
Added the to the more > System Setting functionality for the custom field columns to be updated from the grid lines on the IO/BO Traffic screens.

Accounting
Financial Budgets
The Financial Budget screen now requires you to select a specific GL Company, when GL Companies are required.

Admin/Manager
Employees
Fixed a Custom Field error when a New Vendor is created from an Employee and there is a required custom field on the Company.

System Setup
System Settings > Currency Rates > More > Get Rate Panel now has an 'All' option. This enables you to update all GL companies with the selected rate at the same time.
System Settings > Currency Rates > More > Get Rate Panel has been enhanced to allow users to pull rates for previous dates.
Fixed an issue with the Key People not copying over correctly when copying Project Request Defs.
Added account_selection_enabled to ensure that account selection will be enabled in update mode for PlaidLink non-OAuth institutions.
Added ContactOwnerName to the Contacts Endpoint.

Web Hooks
Fixed issue with the "Web Hooks Queue" resubmission process when there are multiple items that go to different URLs.
Added ability to make web hooks inactive.