24.05.19.0000 (May 2024)

Release Detail For 24.05.19.0000

Accounting
Accounting - Today
Fixed an issue with some bar graphs showing black instead of the red and blue.

Accounting WIP
Fixed an issue with the Recalculate Labor Rate function with the Recalculate Transactions Posted to WIP option selected that did not respect the selected Posting Date.

Admin/Manager
Admin/Manager - Today
Fixed an issue with the Views not displaying collapse/expand all when a view is grouped.

Import Data
The Credit Card import now calculates taxes using the Net Cost in the file and the Tax Rate on the Tax Code in WMJ.
Added currencyID to the GL Account import/export

System Setup
Added the ID and Name for Services, Offices, and Items on GL Companies.

Billing
Billing Worksheets
Users that do not have the "Add and Edit Client Invoices and Credits" right, will no longer see the Generate Invoices button on the Ready to Create Invoices billing worksheet listing.

Client Invoices
The screen will now remember the last email address used in the Mass Email screen when emailing Client Invoices.
System Settings > Service Rate Sheets now offer an Estimate/Invoice label field. Text entered in this field replaces the standard Service Rate name on estimates and invoices so you can have client specific service names.

Receipts
Corrected an issue with online credit card and ACH payments made in foreign currency.

Creatives
Creatives - Today
Made hyperlinks work in the Task Description on Today - Creative cards.

Projects
Fixed an issue where the Project Start Date was not saving when you edited it on the Project Listing.

Everyone
Conversations
When adding people to Conversations it will now allow you to select the person by pressing Enter on your keyboard.

Notifications and Approvals
Added the Users' Unsubmitted Meetings’ to the Approval Bell.
Fixed an error when sending Deliverable Review initial invite emails.

Reports
Created a New Standard report called Project Recap Analysis under the Traffic section and added a right for it as well.
The Transaction Status field can now be used as an any of filter for the Project Cost Transaction Dataset report.
Added Client ID to the Project Profit and Loss (multi view).
Added Comment field from Credit Card header to the Vendor Payments and Credit Card Charges Dataset.
Improved the performance of reports when comparing the values on a custom field.
The WIP Analysis report has been updated to only include clients in the Clients drop-down.

Integrations
API
Fixed issues with the media plan endpoints

Email
Changed the To Do Comment email to use the URL shortener to prevent shrinking of the email text.

Project Manager
Billing
Corrected an issue on the Project Billing > Bill Actuals > Summary screen when there was a credit card charge.
Added expand/collapse to the Project Billing, Bill Actuals and Advance Bill tabs.

Campaigns
Fixed an issue where the Campaign Schedule Excel report did not include the Constraint column.

Projects
Fixed the Copy To Do Transaction when copying from another project.
Fixed an issue where the Project Start Date was not saving when you edited it on the Project Listing.

Schedule
Now, when you click More > Set Baseline, a side panel will open up giving you the option to reset all of the tasks' baseline, or only tasks with no Baseline Start value set.

Purchasing
Credit Card Connector
Corrected an issue on the Credit Card Connector where the mark-up percentage on items was not saved to 4 decimals on the Split Project panel.

Payments
When voiding a payment, the payment type is now the same as the original payment.

Vendor Invoices
You can now transfer expense and labor charges between projects in different GL Companies. A GL Company Mapping must be set up for the intercompany GL adjustments to be made.
Corrected an issue on Vendor Invoice Entry, where the user could select an expense item for a GL Company when they do not have access.

Resource Manager
Assignment Management
Added an "Auto Expand Tasks" option to the Filter Options for the Assignment Management screen.
Added the ability to add New To Dos from the Assignment Management Screen when viewing the To Dos on a Task and Edit To Dos Directly in Grid was not enabled.

Staff Schedule
Added the Constraint and Constraint Date fields to the Staff Schedule Detail drilldowns for day and week view.
Added Date Task Assigned and Task Description fields to the Staff Schedule detail page.
Fixed an issue in the Staff Schedule Excel export where incorrect services were sometimes displayed for user assignments.
Fixed an issue with the Staff Schedule not displaying if Display Details in Grid was checked and there was a Company Holiday.

Traffic Calendar
Fixed the Hot Sheet to show the task on the Due Date when "Show On" is set to Due Date.
Fixed an issue where project colors were not being displayed on Traffic Calendar Gantt when collapsed.

Salesperson
Companies
Now hiding the "Convert to Vendor" and "Convert to Client" menu option on the Company Edit screen if the user does not have the right to convert the company.
Moved the Address Information up under the Company Information on the Company panel.
Fixed a companies folders issue where the view right wasn't allowing the folder to show in filters in a view.