23.12.17.0000 (Dec 2023)

Release Detail For 23.12.17.0000

Everyone
Expense Reports
Fixed an issue with the Total Net with Taxes field not updating on Expenses in the grid view.

Mobile
The color of the 'Credit Card Information and Submit Payment' button on the mobile version of the Client Portal has been changed to green.

Notifications and Approvals
We will now send out the new client notification when an Opportunity Project or Campaign is made live and a new Company is created.

Reports
Updated the Project P&L Detail report to enable the Other Income, Other Expense > Direct, and Other Expense > Allocated drill-down.
Added Project Request Division and Project Request Product to the Project Request Data Report and the Project Request Detail Data Report.
Added Billing Manager as a filter to the Project Budget Analysis report.
Added the Date API Report Last Run to the Reports Dataset.
Fixed an issue with Reports not being visible for individual People selected to view them.
Added Posting Month and Year to GL Transaction Detail Data Graphs.
Fixed an issue with the sorting of graph data so it will sort based on the total result of the Axis.
Added a lookup for User Office and Project Office filters on the Time Detail Data (with Labor Net) Report.
The Project Budget Analysis report now shows the first 100 characters of the project Status Notes.

Timesheets
Fixed an issue with being able to approve a Timesheet that is less than the required 40 hours per week.

Salesperson
Contacts
The invoice link on an invoice Conversation will now take you to the Client Portal.

Opportunities
Fixed an issue with Projects in Campaign Opportunities being marked as Non-Billable.
Fixed an issue with the Stage Date on Opportunities not updating when you drag an Opportunity from one Stage to another.

Project Manager
Projects
Added the word 'Vendor' to the daily feed message when a Vendor Invoice has been modified.

Schedule
Fixed an issue when reassigning users to tasks, the percent complete value was not being set to 0%.

Billing
Billing Worksheets
You can now set your Billing Worksheets to use the Billing Manager as the worksheet approver for Fixed Fee and Time and Materials projects. Set the option in Billing Worksheets > System Settings.

Mass Billing - Media
Fixed an issue with Invoices showing IO/BO detail that showed a single Order as multiple Orders when applied to more than one Vendor Invoice.

Purchasing
Credit Card Connector
The Credit Card Connector now has an editable field Charge Reference. When you change the FITID number in this field the new text is used as the Charge Reference and you can search for it. The process does not allow you to create duplicate charge reference numbers.
Fixed an issue with the Memo not coming over to the Credit Card Charge from the Credit Card Connector when Splitting Projects.

Credit Cards
Fixed issue with the Credit Card Prepayments when it doesn't do the rounding properly which causes errors.

Payments
The Payment Type is now available as a view only field on the Payment Details panel.

Vendors
Vendors > Purchasing Defaults > Payment Options has been modified with 2 checkboxes: Print DBA on checks and Print DBA on 1099. Your current settings have been copied to the new options.

Media
Media - Today
Fixed an issue with the Broadcast Order and Insertion Orders Views showing multiple lines per order.

Accounting
Account Reconciliation
An issue with Account Reconciliations that failed to save individual increase and decrease item selections after all items were selected and then deselected has been fixed. The individual increases and decreases items will now briefly display in green when selected to indicate they were saved successfully.

GL Accounts
Fixed an issue with the credit card number and CVV not saving when "How will you use this card" is set to "Generate Credit Card Info to send to vendors" after editing another GL Account.

Journal Entries
There is now a Journal Entry approval process on GL Settings > GL Tracking > Default Accounts. Set the Enable JE Approval Process to on/checked and designate the Default JE Approver. The default approver appears on each JE. The JE can be submitted to any user with the Post Journal Entry to the General Ledger security right.

Accounting - Today
Added the GL Transaction Report on the Today - Accounting page if they have the right to Enter Journal Entries.

Admin/Manager
System Settings
You can now opt to show your Company Name and report logo on the Client Portal screen. On System Settings > Visual Appearance and set the Show the Report Logo on the Client Portal to on.
Added GL Company ID to the GL Company listing screen.
Fixed an issue with Timeline Segments duplicating when adding new ones.

Admin Manager - Today
Fixed an issue with editing a graph and adding a custom calculation, the Available Fields were not filtering as you type in the search.