19.0.1.0 (Jan 2019)

Everyone
Conversations

• You will now see the Project Name and/or Task when clicking on an email to open the related conversation. (Enhancement)
• Fixed an issue for Conversations on Project Tasks and the sidebar always showing the Avatar of the person signed in instead of the person who started the conversation. (Fix)

Expense Reports

• You are now able to change the currency on an unapproved Expense Report. (Enhancement)

Reports

• Scheduled Reports have been enhanced to offer a .csv option, when available. (Enhancement)
• Created 2 new formats on the Project Profit and Loss (Detail View): Single Campaign/Multiple Projects allows you to select a campaign and choose to include all or some of the linked projects. Multiple Campaigns allows you select campaigns to include on the report. Non-Multi-Currency users will see a new Include Budget Amounts checkbox when you select Single Range. Select this option to have Project Budget and Difference columns on the report. (Enhancement)
• We've added a new data set for reporting on API data. This may help assist in determining why you are hitting API thresholds. (Enhancement)
• You can now select Between, Less Than, Greater Than, etc for Filters in Custom Reports. (Enhancement)
• The Cash Projections on-screen drill-down now supports alternate currency amounts. (Enhancement)
• Added Schedule Status Color as a column option to the Project Summary Data dataset. (Enhancement)
• Column Gross Amount has been added to the Project Cost Transaction datasets. (Enhancement)
• Added the ability to use an Any Of filter for Item ID for the Project Cost Transaction Datasets. (Enhancement)
• Add Project Billing Status to Time Detail (NoCost) dataset. (Enhancement)
• Added Time Approver as a column option to the Task Assignment data set. (Enhancement)
• Added Constraint field as a column option to the Assignment View and Task Assignment datasets. (Enhancement)
• Fixed an issue with custom reports exported to Excel that had duplicate rows in subtotals that occurred at the page break. (Fix)
• Fixed an issue on the Client Statement that prevented the Invoice Template from saving. (Fix)
• Corrected the Campaign Profit & Loss (Multi-view) report columns "Curr Budget Expense Net/Gross". (Fix)
• Fixed an issue in the Project Cost Transaction Data, Project Cost Transaction Data (Labor Net) and Project Cost Transaction Data (with Open Orders) custom data sets that sometimes caused the Billing Item ID and Billing Item Name fields to be blank. (Fix)
• Fixed an issue with the Calendar Data Report and grouping by Start Date and the dates grouping incorrectly when printing. (Fix)
• Fixed an issue where Any Of filters were not returning data for Names containing a middle initial. (Fix)
• Fixed an issue with custom reports opening up multiple reports when they were memorized. (Fix)
• Fixed an issue that occurred when adding an active Custom Field with the type of 'Select List' to Custom Reports. (Fix)

Timesheets

• Fixed an issue where the Service was not being saved when using the Timer from Everyone > My Time. (Fix)

Creatives
Today

• Added a Display Option to the Today - Creatives page to only show Open To Do Items only. (Enhancement)
• Added Due By to the Card View on Today - Creative. (Enhancement)
• Fixed an issue with the Today - Creatives page was showing number of hours over the allocated hours instead of 0 hours remaining after all allocated hours were used. (Fix)

Salesperson
Client Portal

• Added a System Setting to the Preview Client Portal to show Start Date, Due Date or Both for upcoming tasks. (Enhancement)

Contacts

• Added Default GL Company of Linked Company as a column option to the Contacts Views and Contact Custom Report Datasets. (Enhancement)

Leads
Added the Comments field to the Lead record in Platinum. (Enhancement)

Project Manager
Billing

• Added ability to remember a preference for sorting (Task, Item, Type) on Project > Billing screen. (Enhancement)

Budget

• Added a Locked Columns option on the Project Budget screen from More > System Settings. (Enhancement)

Campaigns

• Added Campaign Advance Billed, Open, and Unapplied to the Campaign View listing and the Campaign Budget screen. (Enhancement)
• Added a System Setting to the New Campaign Screen to allow a Campaign ID to be entered manually. (Enhancement)
• Added a Show Account Manager option to System Settings when adding New Campaigns. (Enhancement)

Dashboard

• Under Admin/Manager > Managers Dashboard and Owners Dashboard, added Sort By (x-axis and y-axis) and Sort Direction (ascending and descending) options. Also added Date Worked Month Formatted so months of the year will appear in the order in a graph. (Enhancement)
• Changed Dashboard graphs so you can add Count as a Rollup option. (Enhancement)

Deliverables

• Project Deliverables will now sort by Date Sent in descending order. (Enhancement)
• Changed the right so if you only have the right to Use Quick Task Add without being able to edit the schedule, you will have the option to Add A New Task when using Fix This option on a Comment in a Deliverable. (Enhancement)
• Changed the display order of the Approvers in the email notification for Deliverables when using Send to People in Order to be the order sent not alpha order. (Enhancement)
• When a Deliverable Due Date is calculated it will default to 5 PM no matter what your Time Zone. (Enhancement)
• When you Reply to a Comment on a Deliverable, it will go to the Approver that made the original comment AND anyone in the Notify list (if they have the option to get an email on every comment). (Enhancement)Fixed an issue with selected text not showing in the Comments when using the highlight or cross out tool in Deliverables when using PDFs created from Word Docs. (Fix)

Estimates

• The Client Project Number (if used) and the Estimate Description field positions on the printed estimate have been switched so a Description that wraps multiple lines does not overwrite the Client Project Number. (Fix)

Folders

• Fixed an issue with only one folder being copied when creating a New Project from a Template with folders.

Project Requests

• Added a Campaign Segment option on New Project Requests, if the Project Request is set up to Display Campaign and that Campaign has Segments. This will also get pulled into New Projects when they are created from the Project Request. (Enhancement)
• Added validation to make sure the Client is valid when creating a new Project from a Project Request. (Enhancement)
• Fixed an issue where if you were assigned to an Approval Step twice for a Project Request it would show up twice in your Notifications. (Fix)

Project Settings
Fixed an issue where the Project Hourly rate was showing the number 4 when you would copy a new project from a Template or existing project. (Fix)

Projects

• Added inline editing of custom fields on the Project Manager > Projects screen. (Enhancement)
• Added a Display Option to see My Open Assignments Only or All Open Assignments to the Projects Dashboard. (Enhancement)
• Project Credit Card Transactions have now been broken out into their own category on Project > Transactions listing. (Enhancement)
• Fixed an issue where if you had to scroll within a Select List Filter and then made a selection the values were not being saved when Searching. (Fix)

Schedule

• Added a refresh button on the new schedule screen. (Enhancement)
• Added Send Notifications checkboxes to the reassign panels in the new schedule which will cause notifications to be sent to newly assigned users when the schedule is saved. (Enhancement)
• Fixed an issue with manually adjusted schedule buckets when there are Actual Hours entered beyond the task's completion date. (Fix)
• Fixed an issue with the New Project Schedule screen not displaying Change Order Hours in the Est Hours column correctly on Detail Tasks that had no summary task. (Fix)
• Fixed Timeline Segment lookup in the Project Schedule Task Detail panel to filter when you type. (Fix)
• Fixed an issue where if you add a New Task row (and it automatically adds the previous row as a predecessor) it was not showing that Predecessor as checked in the Predecessor Side Panel. (Fix)
• Fixed issue in the schedule where predecessor changes were not being saved when edited in the task detail panel. (Fix)
• Fixed an issue where duplicating Summary Tasks were causing issues with the Track Budget checkbox. (Fix)

Spec Sheets

• When adding Specs to Orders they will now be sorted Alphabetical and you can also Search for Specs. (Enhancement)

Resource Manager
Staff Schedule

• The Staff Schedule will now show PTO time in yellow instead of red. (Enhancement)
• Added a Send Notifications check box to the Assigned Work section of the Staff Schedule that will determine if a Handoff Email will be sent when work is assigned. (Enhancement)

Billing
Billing Worksheets

• The To Bill Transaction screen in Billing Worksheets now has System Settings to customize the display by Group. (Enhancement)
• The Master Worksheet will no longer show totals on Today Billing views: Worksheets in Review, Worksheets to Approve, Ready to Create Invoices and All Worksheets. (Enhancement)
• Attempting to delete an approved Billing Worksheet for a project that has been closed, will now show an error message stating: The worksheet could not be deleted because the project has been closed. (Enhancement)
• An error has been corrected on Billing Worksheets > Generate with selecting projects using the Billing Group. (Enhancement)
• A Billing Group column has been added to the Generate Worksheets screen. (Enhancement)
• Billing Worksheets will now correctly update labor rate for labor 'Marked as Billed' when the value is changed using Mass Change > Adjust Total to Bill Amount To and the Transaction Preference > Client Invoices is set to Update the actual rate and service on time entries from billing worksheets. (Fix)

Client Invoices

• Changed the message field for emailing printed items to use a rich text editor. This will send the email message/body as HTML instead of plain text. (Enhancement)
• Corrected an issue with the drill-down to taxes on the Advance Billing screen. (Fix)
• Fixed an issue that incorrectly required the Invoice header to have a Project assigned in order for the lines to display their Project custom field data. (Fix)
• Fixed an issue with adding a new Client Invoice that did not properly default the AR Account that is on the Client record. (Fix)
• Made a modification to Client Invoice entry to ensure that an invoice is saved before it is Posted. (Fix)

Clients

• Fixed a Saving issue with the GL Access Restrictions on the Client > Company Detail Edit screen. (Fix)

Mass Billing

• Projects will now list in project number order on parent/child invoices created on Mass Billing. (Enhancement)
• Corrected an issue in Mass Billing > Media > Summary format where the dates entered on the screen were not honored for Broadcast Orders. (Fix)
• Corrected an issue that prevented Mass Billing > Time and Materials from creating one client invoice for Advance Billing. (Fix)

Receipts
The Charge Credit Card screen from Receipts has been modified to Save the credit card number when you click the Process Card button. (Enhancement)

Purchasing
Credit Cards

• The Credit Card Connector screen now has an Attachment Count column that can be added to the display. (Enhancement)
• Fixed an issue where the system Log was using UTC Time, causing the date to be incorrect for Credit Card Charges. (Fix)

Request for Quotes

• A new Transaction Preference > Purchase Orders > RFQ status change to Sent after Print is now available. When this pref is ON, and you use the Print Request button, the RFQ status is automatically changed to Sent. (Enhancement)

Vendor Invoices

• Added Accepts VPay as a column option to the Vendor Invoice Listing Screen and the Vendor Invoice Dataset. (Enhancement)
• Corrected an issue where it was allowing you to Approve or Post an Invoice prior to saving changes to the Invoice Details. (Fix)

Vendors

• Vendors > Connections has a new Credit Card Payments tab where you can see payments and invoices paid. (Enhancement)

Media
Media

• Insertion Order and Broadcast Order views and custom reports now include the Materials Sent and Ordered fields. (Enhancement)
• The Specifications, Notifications and Attachments sections of the Purchase, Insertion and Broadcast orders has been reorganized to accommodate long names and addresses so the delete button is always visible. (Enhancement)
• Fixed an issue in the Broadcast and Insertion Order edit screens that did not allow opening of the Client Invoices in the Actual Billed grid if more than one Client Invoice was present. (Fix)

Accounting
Accounting

• The Project Number and Name are now included when printing the Journal Entry. (Enhancement)
• Corrected the Revenue Forecast Client column in the CSV file. The client is now included in the file. (Fix)

Admin Manager
Employees

• When entering a new employee, the Timesheet, Expense Report, and Credit Card Approvers will now default to the employee, if an approver is not specified. (Enhancement)
• Modified the Create New Vendor button on Employees > Accounting to create the vendor from the employee and add the new vendor to the employee record. (Enhancement)
• Image preview files are now available for those who do not have access to AWS. (Enhancement)
• Corrected an issue with mass updating Employees and the Grant Access to GL Company option only updating the Default GL Company and not updating the GL Company Access set on the selected employees. To fix this there will now be two options, one that will update Default GL Company and one that will update GL Company Access. (Fix)
• Fixed the formatting of the email message when using the Email Report tool to show returns and line breaks. (Fix)

Custom Fields

• For Custom Fields using the 'Display When' option, made Yes or No not case sensitive when using Single Checkboxes. (Enhancement)

Import Data

• The Vendor Import and Vendor Views have been modified to only have columns Accepts Credit Card and Accepts vPay for consistency with the Vendor > Payments Options screen. (Enhancement)
• Enhanced the Import Error file for parent/child imports. The file now exports all rows of the item showing errors for each row. (Enhancement)
• Exposed ReviewRoundKey to the Deliverable dataset to be consumed via the API. (Enhancement)
• Added billingAddressName, billingContact, billingName, and einNumber to the API. (Enhancement)
• Fixed an issue with the Description and Unit Description field not Importing correctly for Credit Card Charges. (Fix)
• Fixed an issue when multiple parent/child imports were run without doing a refresh. (Fix)
• Fixed an issue when pulling projects from the API and not getting all the details. (Fix)

Security

• Security right: Add & Edit Vendor Invoices now controls access to "Purchased in", "Total Purchases" and "Unpaid Balance" links on the vendor page. A user without that right can see the amounts but not the invoice details. (Enhancement)
• Added Edit/Add Deliverables rights option in System Setup > Security Settings to manage the ability to add, edit, or send for review. (Enhancement)

System Setup

• You will now be able to create a Custom Menu item pointing to any designated URL that allows their site to be displayed within an iframe. You will have the option to choose between a black or white icon and any web safe hex color will work for the icon background color so that your custom items stand out on the menu. Sites such as CNN or Yahoo don't allow this capability and will not be able to be used. (Enhancement)
• Added Tracking Forms for Platinum, this includes form setup, add and edit. (Enhancement)
• Added logging for when a user changes the File System Rights for a security group to the System Log. (Enhancement)
• When you make changes to the Connections Tab the test login information will check the connection to the server as well as the login credentials, and display a corresponding error message. (Enhancement)
• In System Setup > Custom Menu you can now edit the Name of a Child Menu Item under a Folder and change the Icon and Background color of all Menu items. (Enhancement)
• Allow the removal of all GL Companies for Clients, Contacts, and Companies when you have Show GL Company Access Restriction Setup turned on. (Enhancement)

Invoice Layout

• Added a warning to Designer Layout Estimates and Invoices that have elements that are placed beyond the printable area. (Enhancement)
• Fixed an issue that caused Client Invoices using a designer Layout and having special characters in the Invoice Number to fail to print. (Fix)
• Fixed an issue in the designer Layouts Invoice Template that prevented the Previous Amount Billed from working when no Task was entered on the Invoice Line. (Fix)
• Fixed an issue in the Designer Layout Estimates that printed the Task Description even if the Show Description on Estimates and Invoices checkbox was left unchecked. (Fix)