24.04.14.0000 (Apr 2024)

Release Detail For 24.04.14.0000

Admin/Manager
Import Data
Fixed an issue with the credit card charges import when "Required Offices" is turned on and "Require Offices On Headers" is turned off.

Invoice and Estimate Layouts
In the Estimate Layout designer, the components in the Summaries of the Estimate Header Fields are now available in both the Report Header and Report Footer instead of just the Report Footer.

System Setup
Now allowing the field columns to be adjustable on the Employees screen.
Fixed an issue where the login timeout wasn't always being followed.
Added update existing record to GL tracking option page. This will update any transactions that currently do not have an office to the selected office.
Fixed an issue in the Departments setup screen that did not allow a Department to be deactivated if it was a Duplicate name.
You can now add a Cost Rate to a Service Rate Sheet. When a project is created the estimate uses the rate sheet cost.
Added show/hide password icon for some password fields in the system.
Added Description field to the Project Template list.
Allow users to adjust column widths in the Project Templates setup screen and remember by user.

Billing
Billing Worksheets
Fixed an issue with Billing Worksheets with a Line Format by Project or Project and Service / Item that uses a designer Layout. The Display Option on the Campaign / Project / Segment level is now respected when the Invoice is generated.

Mass Billing
Fixed an issue with Mass Billing by Service / Item and one Invoice by Client that uses a designer Layout. The Display Option on the Campaign / Project / Segment level is now respected when the Invoice is generated.

Everyone
Reports
Added a Campaign Active filter to the Campaign Profit & Loss Multi report.
Added Task Line Number to Task Assignments Dataset.
Added Project GL Company ID and Project GL Company Name to the Time Detail Data dataset.
Added Company Source field to Billing Data Report.

Project Manager
Campaigns
Removed Project Full Name field from the Campaign Budget screen as a column option.

Deliverables
On Deliverable comments the person who made the comment will now default into the TO: field when they hit reply.
When adding a new approver to a Deliverable we will now set the default Due Date time to 5pm.
Video Deliverables will only start playing when the initial buffer is complete which should fix any buffering once the video starts.
When changing to Full Screen mode of a Video Deliverables will now show in whatever size you have selected (small, medium, or large).
Full users will now see the new TO: lookup feature when Inviting Others on Deliverables.
Changed the Require annotations for comments option to be ignored when requiring annotation for URL Deliverables without the snippet code, comments will now save without error.

Planning Project
Added Planning Project Billing Option to the Planning Projects dashboard screen.

Project Requests
The mobile version of Project Requests > Create Project will now allow you to choose to create a Project, Campaign or Planning Project.

Project Settings
Fixed an issue with all Services not copying over to the users on the team when a user had more than one service when copying from a Template.

Projects
Added the ability to edit the Project Start Date on the Project List page.
Added By Person as a grouping option to the Project Billing Transaction Tab.

Schedule
Fixed an issue where summary tasks with cross project predecessors were not pushing their dates down to their detail tasks during the nightly scheduling process.

Purchasing
Credit Card Connector
Modified the Credit Card Connector > Charge Reference numbers to handle case sensitivity when checking for duplicates.