24.11.17.0000 (Nov 2024)

Release Detail For 24.11.17.0000

Accounting
Financial Budgets
Added the ability to add comments to the Financial Budgets screens.

Admin/Manager
System Setup
Added an option to adjust the Service Rate Sheets by percent or dollars.
Fixed an issue with designer Layouts that contain IO and/or BO breakouts that utilize grouping and the Grouping Field was only honored on the first line of the Invoice.
There is a new Security Right 'Approve Vendor Invoices'. Security groups with the right to 'Add and Edit Vendor Invoices' have been given the Approve Vendor Invoices right.

Admin/Manager - Today
The character limit of the In/Out Status Board description field is now 255 characters.

Integrations - API
Added User Staff Rates to the API.
Modified the output of error messages on API calls so they are user friendly field names.

Billing
Receipts
When adding a new receipt and using Bank Fees, the Office and/or Department will be defaulted on the header details of the new receipt from the GL Tracking Options > Default GL Accounts.

A new Lab: 'Multi Currency Credit Card Billing' has been created to allow you to charge credit cards in different currencies. When the lab is enabled, the Connections > Banking screen has a new link, Manage Authorize.net Gateways. When you access that screen you can enter API Login ID and API Key, from Authorize.net, for each currency. You may also choose to post receipts to different GL Cash Accounts.

Creatives
Creatives - Today
Added Assigned To as a column option to the Today - Creative Assignment To Do settings.
Added the Project Color to the Creative - Today Card, Tile and Grid Views.

Everyone
Expense Reports
Fixed an Task ID error in Expense Reports when the user did not have the right to Charge Any Project but the Project was set to Anyone Can Charge Time.

Notifications and Approvals
Added Billable Hours and Non-Billable Hours as available columns to the timesheet approval window.
Fixed an issue that prevented Project Requests from showing in the Backup Approvals section of the Notifications.
Fixed the Received Date in the Notification Bell for Project Requests.

Reports
Added a "WIP Aging All" option to the WIP Analysis report on the screen.
Changed the Advanced Billing Data report to pull the Campaign ID and Campaign Name from the Campaign on the invoice header. If there is no campaign on the invoice header it will pull the Campaign ID and Name from the Project listed on the invoice header.
Added Header Class and Line Class fields to the Billing Data and Transaction Detail dataset.
Now excluding Templates from the Project Schedule Setup Report.
Added Project Campaign Segment name to the Estimate Dataset and Estimate Views.
Made changes to custom views and reports to improve performance.
Added Timeline Segment field to the Billing Data dataset.
Modified the GL Transaction Detail dataset to show the Account Manager from the client for invoices for projects that do not have an Account Manager.
Corrected an issue on the Corporate P&L when there is only one financial budget.
Added Exclude From Status to the Assignments View and Task Assignments dataset.
Fixed an issue with the "Vendor Payment Detail" when returning multiple addresses.
Fixed an issue with Scheduled Reports not showing the history because of the description length.

Media
Insertion Orders
Fixed issue with printing the IO reports with multiple notify users. It was sometimes duplicating the purchase order line information.
Fixed an issue with IO/BO when adding new detail rows and the calculations breaking.

Media - Today
Ensure that when setting the MediaPlanVendorKey, the ItemKey is also taken into account to handle scenarios where a vendor has multiple associated items.

Project Manager
Budget
Removed Current Total Budget w/o Tax field from the Project Budget screen.

Campaigns
Fixed an issue with the Account Manager and Project Manager selections not working correctly on the Campaigns Dash.

Deliverables
We will now default the Description from the Deliverable Type to new Deliverables.
Fixed an issue with a file not always deleting when adding a new file to a Deliverable Round.

Projects
Copy the Project User Rate set on the Project Template being copied from for clients set to use Get Rate From Project User.

Purchasing
Vendor Invoices
Now allowing changing of the Vendor Invoice header Description field for posted invoices regardless of the project status, if it's billed or posted to WIP.
Fixed an issue opening Vendor Invoices when the vendor doesn't have a default address.

Resource Manager
Staff Schedule
Added Project Color to the Staff Schedule drill down.