25.03.16.0000 (Mar 2025)

Release Detail For 25.03.16.0000

Accounting
Account Reconciliation
Account Reconciliations will now allow a click-through to Credit Card Charge items.

Financial Budgets
Modified the GL Company selection on the Financial Budgets edit page to include the No Company selected option, when GL Companies and GL Companies are Required checkbox are turned on. Set the default GL Company to ALL when GL companies are turned on for the first time.

Journal Entries
Fixed the Journal Entry add screen to respect the Default GL Company of the user before the overall Default GL Company of the system setup.

Accounting - Today
The Today - Accounting General Ledger Drilldown View will now default to a more realistic custom date of This Fiscal Year to Date.

Admin/Manager
API
Added Project Name and Number to the project delete web hook.
Added defaultGLCompanyID and defaultGLCompanyName to the employee get calls through the api

Import Data
Corrected an issue with the Projects import when the Billing Group is set to All.

Invoice and Estimate Layouts
Added Campaign Custom Fields under the Estimate Layout Components.
Fixed an issue with Designer Estimate Layouts when used with Campaign Project Estimates with Segments that did not properly follow the Task Detail setting. Use Task Detail: Top Level Tasks and Line Format By Task for a one line per segment estimate.

System Setup
The System Log now stores the transaction ID when paying client invoices with credit cards.
Fixed an issue with Slack erroring out on messages over 3000 characters.

Billing
Clients
You can now enter a Division ID on Divisions under Client Connections.

Mass Billing Media
Insertion and Broadcast Order rows with Media Items that are included on a Retainer will no longer be shown in the Media Mass Billing screen.

Mass Billing Retainers
Corrected an issue where Retainer invoice numbers had trailing spaces to the right of the invoice number.

Retainers
You can now mass update the Amount Per Period for Retainers.
The Retainer status section has been corrected to display large amounts.

Creatives
Creative - Today
Fixed the formatting of the Task Status Comments in the Creative - Today Grid view.
Fixed an issue on the Today - Creative where actual hours entered on an assignment that had the same task with different services appeared on all the services.

Everyone
Expense Reports
The Expense Report > Edit Details will now update the Vendor ID when the name is changed.

Reports
Added Custom Campaign fields to the Allocated Hours Dataset.
Added media fields to the Project Cost Transaction Data with Open Orders report.
Added a new Company Level Data with Team report.
Added a Campaign Net Profit column on the Campaign Profit and Loss report.
Added the Comment field to the Credit Card Connector Detail Dataset.
Added an error message to the modify reports screen if there is no group or user in the Visible To list and a user unchecks Private.
Added Get Labor Rate From field to the Project Template Datasets.
Added Payment Terms field to the Project Summary Dataset.
Added "Manually Adjusted Buckets" field to the Task Assignments, Task Assignment Data, Task Assignment Weekly Data, Task Assignment Weekly Data Include Summary Tasks and Allocated Hours Data datasets.
Added the Date Paid column to: Reports > Vendor Invoice Data (Vendor Invoice Data dataset) and
Today Purchasing - Views > Vendor Invoices (Vendor Invoices dataset).

Timesheets
Changed the "Copy Week" in Timesheets to restrict duplicate time entries from being copied.
Increased the maximum character length allowed in the Comments box to 2,000 when you edit time entries from a Timesheet view.

Media
Orders
Added Order Type and Order Line Field to the Media - Today Insertion Order Detail and Broadcast Order Detail datasets.

Project Manager
Budget
Actual Quantity and Current Budget Quantity columns are now available on the Project > Budget Item, Type and Task panels.

Campaigns
Added a Campaign Snapshot to the Campaign Dashboard.
Fixed an issue with Campaign Estimates for Segments with no projects.

Estimates
Added Include in Forecast option to the Add New Estimate screen.

To Do Board
Added the ability to start a Timer from the Project To Do Edit page.
Added a Default To Do Type to the Transaction Preferences.
The Due Dates on To Dos will now be blank when you copy a task with a To Do from another project or project template or when you create a new project from an existing project or project template.
Fixed some data alignment issues on the To Do Board grid view.

Project Manager - Today
The My Unapproved Project Request list will show any active Project Requests where I am set as an approver or am the current approver. Once I approve, it is removed from this list. It will also include Project Requests where I am the AM or the PM for that company.

Transactions
When GL Restrictions are turned on, transfers between projects that do not have offices is now allowed.

Purchasing
Credit Card Connector
On the Credit Card Connector Split Projects panel, corrected an error where the description field did not allow for special characters (like an apostrophe).

Purchase Orders
Billed Order rows now have a link to Client Invoices even if the Invoice is in an unapproved state.

Resource Manager
Staff Schedule
Added the Service to the Detail Task names when Display Details in Grid Mode is checked in the Staff Schedule.
Added a button to reset the sort order of a tile column on Creative Today and the Resource Management screens.
Fixed an issue with the Staff Schedule Project Status filter not filtering Time Entries correctly.

Salesperson
Companies
Fixed an issue with Merging Companies and null fields not getting merged.

Opportunities
Fixed an issue with searching for Opportunities and using "show summary by person" and the opportunity not showing under the correct stage.