25.02.16.0000 (Feb 2025)

Release Detail For 25.02.16.0000

Accounting
Account Reconciliations
Corrected an issue on the bank reconciliation when a portion of an ACH payment was cleared on a previous reconciliation.

Financial Budgets
Added the ability to add Comments to the Year column in Financial Budgets.

Accounting - Today
Added an Unapplied Amount column to the Unposted Transactions page.
Added ‘Entered By’ column to Journal Entries under Unposted Transactions and Journal Entry views.

Admin/Manager
Client Portal
Fixed an issue with the logo in Visual Appearance not showing on the guest login page.

Custom Fields
Added an Is Blank option to the Display When condition for Custom Fields.

Employees
Added a new Employee option to Subscribe to Project Conversations and Project To Do Conversations when creating new projects, only when you are the AM or PM for that company.
Fixed an error when saving the Employee record with an apostrophe in the user's calendar name.

Import Data
The Insertion, Broadcast and Purchase Order imports currently import a Tax Amount and Tax Code. In addition, when the import file has only a Tax Code (without a tax amount) the Tax check box on the order lines is set on. The import does not do any tax calculations.
Improved the error message when importing a purchase order with a poorly formatted date on a custom field.

Integrations
Changed the Slack integration to use the Channel ID instead of the Channel Name to connect to Slack.
Added Project Conversation Custom Fields to the email message that is sent out.

System Setup
Moved "Allow GL companies to have foreign currency" from Beta to lab.
A new option in Transaction Preferences > Client Invoices > Logo Position has been created. This controls the position of your GL company or Agency logo inside the email that sends out the client invoices.

Billing
Billing Worksheets
Fixed an issue with the 'Show all unapplied advances for this Client' on Billing Worksheets when the Project being billed had a Billing Group applied.

Client Invoices
Changed Avalara to not process when creating an Advance invoice.

Receipts
Updated the process when charging credit cards so the deposit ID is reused for all credit card charges on the same date. Specifically, when using the "One Transaction Per Client" option.

Everyone
Reports
Printed 1099 forms will now have the full four-digit year printed.
Added Campaign Segment budget fields to the Project Budget Analysis Report.
Added Exclude from Resource Manager field from project setup to the Projects Views and Project Summary Dataset.
Added a new data set called Project Summary Data with Custom Opportunity fields.
Added two new datasets, Company Addresses Dataset and Contact Addresses Dataset.
The pivot details for a custom report are now included in the report export/import process.
Added a Month and Year grouping option to the Media Details Report.
Added Task Plan Start Date, Task Plan Complete Date, Task Actual Start Date and Task Actual Complete Date fields to the Deliverable Detail Dataset.
Changed the Client (Any of) filter in the AR Aging report to search for both Client ID and Client Name.
Corrected an issue with the Project P&L (Multi View) when using google sheets and the By Labor Cost parameter.
Added Credit Cart to the Account Type filter on the GL Transaction Detail Data Report.
Corrected the financial date range settings for the Campaign P&L (Multi) and the Project P&L (Multi View).
Added line project number as a column to the Vendor Invoice Data data set.
Added Task Status Comments field to the Task Assignment Data dataset.

Project Manager
Deliverables
Fixed an issue with replies not being sent out on Deliverable comments if the round was not active.

Projects
The Projects > Billing > Existing Invoices panel has been changed to show an Unapplied Amount column for Advance invoices. Click on the row to open the invoice.
Added "Unassigned" as an option to the Account Manager, Project Manager and Billing Manager fields in the mass update screen of the Project views. This will clear out the person assigned on the selected projects.
Changed the label on the Project Add panel from Due Date to Complete Date.
Update the Date Updated field when the user updates the project status using Update Project Fields.

Schedule
Now filtering the Add Services list in the schedule assignment popup based on GL Company rights, so that it matches the same filtering as the Service lookup on the assignment row.

Spec Sheets
Added a search/filter on the name of the Spec Sheet when adding a new Spec Sheet to a Project.

To Do Board
Changed the Team filter on the To-Do Board to use the Team defined in System Settings instead of the Team set on the project.

Transactions
Added filter lookups for Item Name and Item ID in the Transaction Views.

Purchasing
Payments
Fixed an issue when trying to print a check with a check format that no longer exists.

Purchase Orders
Added the 'Ordered By' to the Submit, Approve, and Reject emails for PO, IO and BOs.
Fixed an issue when creating a PO, IO and BO from an approved estimate to use the standard header and footer text from the correct PO, IO and BO setting.

Purchasing - Today
Corrected an issue in the Purchasing Today > Open Orders screen that did not correctly calculate the Open Amount when a line that was unapplied or only partially applied to a closed Vendor Invoice.

Vendor Invoices
Fixed the Approver search box on the vendor invoices.