25.01.19.0000 (Jan 2025)

Release Detail For 25.01.19.0000

Accounting
GL Transactions
Fixed an issue with the General Ledger Drill Down that prevented the Exchange Rate column from printing properly to PDF, CSV or Excel.

Revenue Forecast
Account Managers now only have access to the "Mark as Reviewed" button when they are sent a Notify email for a Revenue Forecast.

Admin/Manager
Employees
Added the ability to unassign employees from active projects using the More > Assign to Projects panel in Employee edit by selecting Reassign Assignments To > Leave Unassigned.
Added Default GL Company as available Group By option in the Employees - More - System Settings screen.

Import Data
Added toCurrencyID to the Currency Rates import
Added the Notes/Description to the ToDo Import and API.
Fixed an issue with Importing Activities linked to Projects.
Corrected the Print and Broadcast Items import when importing unique Item ID but duplicate Item Name.

System Setup
Added a CSV Export Grid option to the Expense Report Item print options.
Corrected the Billing Groups to allow the All Option for GL Company to be selected.
Now Custom Fields with Default Values will show when not required on add pages.

Billing
Billing Worksheets
Added the billing Worksheet ID to the Reference field when client invoices are generated from a billing worksheet and the client invoice number is generated on approval.
Fixed an issue with setting the Hours and Rate on Invoice lines generated from Billing Worksheets that have a Line Format of Project and Task and use a designer Layout.
Corrected the Invoice display on Fixed Fee Billing Worksheets to show the Billing Item lines when the Extras Line Format is set to Billing Item and Item and the Group By Billing Item option is selected.
Internal testing revealed that Billing Worksheets with designer Layouts were not correctly generating Invoices when the Line Format was set to Project and Service. The resulting Invoice generated lines that were Project then Billing Item and Item format.
If you use Layouts with Billing Worksheets and have Clients that have a default Billing option set to One Line Per Service, you may want to review that setting and that it is generating Invoices as expected.

Client Invoices
Added an Expand/Collapse All option in the More Menu of Client Invoices.

Clients
Added Retainers to the Connections section for Clients and Companies.

Receipts
Corrected the GL posting when an overpayment is made through the Client Portal.

Billing - Today
Added Expand/Collapse to the Billing Worksheets in Review page on Today Billing.

Creatives
Today - Creatives
Added Check Boxes to the Today - Creative Assignment To Do lists so you can mark To Do as Done when editing in grid mode and not using status.

Everyone
Expense Reports
Fixed an issue with the Expense Reports entry where the Expense Account was not showing when the Item was entered.

Notifications and Approvals
Added Worksheet Comment field to the approval window for Billing Worksheets to Approve and Billing Worksheets to Review.

Reports
Added lookups for Line Item ID and Line Item Name for the Vendor Invoice Data dataset.
Changed the Parent Company filter to an "Any of" selection on the Client P&L Multi Report.
Added Notify Name and Notify Email Address to Purchase Order Views and Purchase Order Data Report.
Added Outside Costs Gross field to the Project Summary Dataset.
Added Current Year Total Gross With Orders field to the Project Budget Analysis Report.
Added Require Minimum Hours Per Day, Require Minimum Hours Per Week and Hours Per Week fields to Employees Views and Employee Dataset.
Added Paid in Cash and Paid in Credit fields to the Vendor Invoice Views and the Vendor Invoice Datasets.
Fixed an issue with the Display In Group field of the Report Settings not filtering by what is typed in that field.
Updated Campaign P&L Multi Revenue column to remove values from Revenue column for the No Campaign Row
Corrected the Percent column on the Client P&L detail AGI row.
Corrected the Google Financials API for the Balance Sheet to use the end of the month for the monthly date range in order to match the results generated on the screen.

Media
Orders
Fixed an issue creating media Orders from an Estimate that did not properly assign the foreign currency.

Project Manager
Campaigns
Added a Quantity field to the Add Selected Templates panel so that you can add multiples of the same Project Templates to a Campaign.

Projects
Added a System Setting in the Add Project screen to limit Templates to Copy to only templates that the user is assigned to.
The Currency ID will now show in the Project Dash and the Project Views if you are using the Home Currency.
Fixed an issue with the sorting of the Deliverables on the Project Dash so it matches what is specified in the Transaction Preferences.

Schedule
Added Allocated Hours Gross and Curr Budget Labor Gross as column options in the Project Schedule.
Fixed an issue with the Predecessor tasks complete on a Company Blockout day.

Transactions
Fixed logging after the user writes-off a transaction from the Projects > Transactions screen.

Resource Manager
Staff Schedule
It now shows actual hours on Blockout Meetings before today's date on the Staff Schedule.
You must have the right to Edit Task Information to edit the task information on the staff schedule.