24.10.20.0000 (Oct 2024)
Release Detail For 24.10.20.0000
Accounting
Account Reconciliation
Fixed an issue with uploading of bank files to Account Reconciliations that periodically caused matched transactions not to save, but failed to un-select the item in the grid.
Scheduled Transactions
Added the Last Transaction Date as an available column on the Scheduled transactions view.
Admin/Manager
Employees
Added Billing Manager to the existing options for AM or PM to be notified when changing the Project Status or Billing Status.
Added Created By as a column option to the Employee Dash, Views and Reports.
Added System Logging of Hourly Cost and Monthly Cost changes on an Employee record.
Data Import
Fixed issue with the campaign import when trying to do an update and the campaign has a product and division.
Integrations API
Added the Client P&L (Detail)` report to the API.
Added the Project Profit and Loss (Detail) report for the API.
Fixed issue with the gets on the task endpoint where it would format Task ID's as a date if it was 3 levels deep.
Integrations Avalara
The Avalara tax codes now appear on all the System Settings screens when the lab is turned on and the Connections > Avalara > Enable Avalara Integration checkbox is off.
System Setup
Users now have the ability to view approved/finalized billing worksheets without needing the Add and Edit Client Invoices and Credits right.
Added a new Transaction Preference option to "Add GL Company ID Prefix" to the Project Numbering Method.
Added logging in the System Log when a user actually logs out of WMJ using the logout button or is logged out by the system with the idle time setting.
In order to modify the GL Closed Date the users no longer need the 'Allow Access to Lists' security right. Only the 'Edit GL Settings' security right is needed.
Added System Logging when someone uses the Recalculate Standard Costs on P&L Reports.
Fixed an issue on the My Settings screen when a user only has an email and no phone number, they were not able to select the email as their "Two Factor Authentication Send Code Preference."
Billing
Client Invoices
Added the Sales Account column to the Labor Line Settings & Expense Line Settings for the Labor details on a Client Invoice.
Fixed an issue with the media plan vouchers endpoint when Bottom Line Invoices do not match.
Receipts
Fixed issue with "One Transaction Per Client" on the Charge Credit Cards screen when the GL Companies is not used.
Updated the process when charging credit cards so the deposit ID is reused for all credit card charges on the same date.
Creative
Today Creatives
Fixed an issue loading the Tile View in Creative Today.
Fixed an issue with the Hours Remaining not being correct on the Today - Creative Assignment screen.
Fixed an issue with Today - Creative not sorting correctly when sorting by Priority.
Everyone
Calendar
Added Meeting Type Custom Fields to the Calendar Data Report.
Modified the subscription calendar process to handle larger feeds from Google and Outlook.
Notifications
Added the Project Number and Task ID in the Task Ready to be worked on Email Notification.
Reports
Added DBA to the 1099 Vendor Details report.
Added Form 1099 Box, Form 1099 Type and Is 1099 to Company Contact with EIN dataset.
Added a second grouping option to the Billing Worksheet report.
When a new Corporate P&L Schedule Report is created it will now show the Report Options.
Added Campaign Account Manager to the Billing Schedule Report.
Added Project Campaign ID, Project Campaign Name, Project Campaign Full Name to the Project Billing Schedule. These columns display the campaign attached to the project with the billing schedule.
Added Excel print option to the WIP Analysis report details.
Added the TaskKey to be exposed for the Estimate Detail Data dataset, for the use of APIs.
Made Default GL Company Full Name a lookup when using an Any Of Filter for the Time Detail reports.
Added Transaction Status field to the Project Cost Transaction Data (Labor Net) dataset.
Added Blank Password (Yes/No) to the Employee Dataset and Employee Views.
Added Currency ID as a column option to the Project Task dataset.
Added Delivery Date as a column option to the Client Invoice Level Data dataset.
Fixed an issue with the Billable Summary Hours and Dollars Reports not saving the Department and Office filters when creating scheduled reports.
The Client Project Number field has been modified to show the first 100 characters on the Project P&L Multi View report
Fixed an issue with the Statement of Cash Flow report not not using the correct Date Range when creating Scheduled Reports.
Timesheets
Added an error message on Time Entry for Week View when a user tries to enter time and they are not on the project and the Get Labor Rate is Project User.
Media
Today - Media
Corrected an issue with standard views not being rendered in google sheets properly.
Project Manager
Campaigns
Added Project Status column to the Campaign Estimate by Project page.
Deliverables
Fixed an issue with the highlight and strikeout tools for PDF Deliverables not being accurate.
When you reply to a deliverable comment it will now include the person who created the comment as well as the anyone who was in the TO field when the comment was created.
Estimates
Fixed an issue with not being able to access Estimates when you had the right to View and Edit.
Project Requests
Added the ability to Cancel Project Requests form the update multiple.
Fixed an issue with Client Logins being able to edit a Project Request when they did not have the right to.
Projects
Added Open Orders Gross as an available field to the Project Dash.
Schedule
Fixed an issue with the rollup and subtotals in the Schedule not adjusting when using the Hide Completed Tasks checkbox.
Now we're restricting schedule task lengths to 5 years. Also, if a project's start /complete dates are set to be longer than 2 years apart, the "Exclude from Resource Manager" checkbox will be checked by default. You can still uncheck it, but there will be a warning that long tasks on the schedule may slow down screens like Creative Today and Assignment Management.
Spec Sheets
Fixed an issue with Custom Field dates not sorting correctly in the Spec Sheet list for Projects and Campaigns.
To Do Board
Fixed an issue with To Do IDs being blank when copying from tasks.
Transactions
When a labor transaction is transferred either from Project Billing or from within a Billing Worksheet AND the 'Auto Recalculate Labor on Transfers' preference is turned ON, then a message will be appended to the Transfer Comments to let the users know that a recalculation has been done and what the from and to values are.
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