24.09.15.0000 (Sept 2024)

Release Detail For 24.09.15.0000

Accounting
Account Reconciliations
Corrected the date format for the Reconciled Date on a deposit screen.

Journal Entries
Fixed an issue with GL company exchange rates when posting Journal Entries after the exchange rate has been updated.

Admin/Manager
Employees
The Overtime box in the Time Entry screen is now hidden when the Employee has Monthly Cost field set with a value.

Import Data
Corrected an issue with importing the custom fields on the Retainer import.
Added Avalara Tax Code to the Service and Item imports.
Added GL Company exchange rate to the JE import.

System Setup
Added a new right to View Estimate Information.
Added 'Invoice Date Month Name' to the list of Invoice Header Field components on the Invoice Layouts.
Now using RTN to send a message to all users' browsers when an administrator changes the Idle Logout setting in Security Preferences.
Added logging for when a user changes their password from their user info screen.

Billing
Billing Worksheets
Added Pub/Station column to the billing worksheet Detail transactions page.

Client Invoices
Added attachments to Client Invoices and added an option to include attachments in the mass email from the view.

Clients
Changed Company Owner and Billing Manager to be lookups on the Company Level Dataset.

Receipts
Corrected a rounding error that sometimes caused the Unapplied Amount on a Client Receipt to show as -0.00.

Today - Billing
Added the ability to remember and change the column widths in the Today - Billing, To Bill > Mass Billing Screens.
The screen now remembers the Extra Expenses settings in the three dots in Mass Billing Fixed Fee and Mass Billing Campaign Fixed Fee.
Added Billing Manager field to the Billing Schedule view from Today-Billing screen.

Everyone
Expense Reports
Fixed an issue in Expense Reports that were approved that allowed un-approval irrespective of rights or existence of a Voucher.

Notifications and Approvals
Removed any Project Request that is completed from the Notification Bell.
Now only sending "Task Ready to Work On" emails for active projects.

Reports
Added Current Budget Expense Net to the Project Cost Transaction Data (with Open Orders) dataset.
The "GL Transaction Detail Data" dataset for Credit Card transactions now has a Bought From column.
Added GL Company Amount, GL Company Debit Amount and GL Company Credit Amount columns to the GL Transaction Detail dataset.
Added Services GL Company Access Setup and Items GL Company Access Setup as new custom report datasets.
Added a Total label to the Billing Worksheet report.
Added Client Project Number to the Project P&L Multi Report.
Added Current Budget fields to Project Task Data Report.
Changed the Project Type lookup to a select list in the Campaign Profit & Loss Multi Report.
Added the field Unit Description from the IO to the Insertion Order Data dataset.
Changed the Unit Cost field on the Purchase Order Dataset to display up to 4 digits.
Corrected an issue with the drill-down on the Budget Analysis Report for orders. Users with the right to View Purchase orders, Insertion orders and Broadcast orders can now access the orders in the Open Orders Net column.
Fixed an issue with the day not saving correctly when setting a Scheduled Report to Monthly for a specific day of the week.
Corrected the Expense Billed drill-down on the Project Budget Analysis report. The Description (memo on the Credit Card Connector) Vendor Name and Vendor Full Name will now populate.

Timesheets
Allow submitting of time sheets directly from the day view when using daily Time Sheets.

Media
Insertion and Broadcast Orders
You now have the ability to have media orders calculate Gross using a markup percentage stored on the media item. Click the Use Markup check-box and enter the desired percentage. When the item is used on the media order, the cost line switches to allow you to enter the Net amount, markup will appear, and Gross amount is calculated.

Project Manager
Budget
Added the Unapplied Amount column to the Project Budget > Advance Column drill-down.

Campaigns
Added the Project Allocated Hours Remaining field to the Campaign Budget screen.

Dashboard
Added unbilled open orders to the Total Billable Amount on the Project Snapshot.

Deliverables
Fixed a PDF issue with Deliverables not loading when using Zoom.

Estimates
Added Billing Manager to the list of Default Estimate Approvers in Transaction Preferences.

Files
Added the Subject field when adding a new Campaign or Project file. This would let users change the Subject when adding a new file.

Schedule
Added an option on the Project Status Code to automatically fill in any blank Task Baselines on schedules when you select that Project Status.

To Do Board
Fixed an issue where unassigned To Dos were not displaying on the To Do Board when you select "All Unassigned" from the filter options.

Today - Project Manager
In the Assignment Views, when you click on the task you can now see the Traffic Comment field in the assignment section.

Purchasing
Vendors
Fixed an issue with Vendor Custom fields not updating when using the mass update.

Resource Manager
Staff Schedule
Added memorization of collapse all/expand all on the Staff Schedule drill down weekly view.
Fixed an issue with the Staff Schedule Day View remaining and total hours when Displaying Details in the Main Grid.

Traffic Calendar
Added Total Allocated Hours to the Traffic Calendar Gantt View when you hover over the task.

Salesperson
Dashboard
Added a count column to the Opportunity By Stage on the Sales Dashboard.