Created a new Rejected Items section on the Notifications bell panel. Items that have been rejected by the approver are listed for the Created by user. When reject comments are entered they are shown here as well.
When there is a User Signature setup on Logoff Screen > Contact Info, it will now be included in the body of the email sent using the Print > Email option.
Added an error message if you are uploading an Attachment and it fails.
When using Find a Time for New Meetings it will now show the Meeting Subject as a tool tip when you hover over scheduled meetings for the attendees in the grid.
When you add a conversation and specify a project, it is saved as a Project Conversation and will be visible on the Project Dashboard.
Added a filter for Conversation Type to the Project Conversations Dashboard.
Fixed an issue with not being able to view conversations on a Project without a Client.
Fixed an issue in Expense Reports with Attachments not uploading when you clicked off the row after adding the attachment.
Corrected an issue to have the details rows update Home Currency amounts when the Currency is changed.
Duplicate Expense Reports will no longer be created when using Edit Details to change person's name.
Fixed an issue with Adding Attachments to Expenses on a mobile device.
On mobile removed the Project requirement on Expenses.
Removed the Update Rate History button from the Detail Expense Edit screen when viewing on a Mobile device.
Fixed an issue with the Delete Icon being right over the Hours column in the Timesheet Notification Detail View.
The Accrued Order Detail report now opens with all rows collapsed and with both print options. You can choose to Generate the displayed screen or Print Details from the same screen.
Added Marked as Billed in the Project Services/Items dataset.
Added Time Sheet Required and Minimum Hours for Monday, Minimum Hours for Tuesday, Minimum Hours for Wednesday....to the Employee Data Custom Report.
Added the Project Account Manager to the Purchase Order data Custom Report.
The following date conditions are now available as Filter Conditions in custom reports: This Week, This Month, Next Week, Next Month, Tomorrow, Fiscal Year To Date, Last Fiscal Year, Last Month, Before Today, After Today.
Corrected an issue with the fiscal year calculation on the Corporate P&L.
Fixed an issue in the Corporate P&L when Show Summary Acct Subtotals is set that did not show the subtotals in PDF and Excel exports.
Fixed an issue with the Corporate P&L using the One Column Per option when exporting to PDF or Excel column headers were printed for items not included in the criteria.
Fixed an issue with the Corporate P&L report that showed categories (e.g., "Revenues") expanded when exporting, even when they are toggled to collapsed on screen.
Fixed an error in the Corporate P&L in Budget Comparison mode that incorrectly calculated the budget when comparing the full fiscal year.
Fixed an issue where the To Do View and other Views were showing the incorrect time if you had a Date Column that included Time.
Fixed an issue in the Corporate P&L that incorrectly required a Budget to be selected when running a custom layout.
Corrected the column "Invoice Amount wo Taxes" on the Upcoming Billing Schedule view.
Fixed an issue where the New Schedule button on reports would not work if a Field column was added as a Filter that was a Date format, this was due to the Value field not being a date picker.
On the Billing Schedule datasets, if the dollar amount is missing, it is calculated based on the % budget and the budget amount.
Modified the Project Tasks report under Traffic Reports to hide the Start Date when the 'Due On or Before the End Date' checkbox is checked.
Corrected the Client P&L Detail report which was not respecting the first month of the fiscal year when using Fiscal Year options in Single Date and Comparative mode.
You can submit Timesheets for others if you have the right to Edit Timesheets and Expense Reports for anyone or if you are the Approver.
Fixed an issue on the My Time screen where the inserted row would stay blue after saving time in Week View.
Corrected the column "Invoice Amount wo Taxes" on the Upcoming Billing Schedule view.
Made Folders a filtering option on the Client View and Vendor View in Salesperson > Companies.
Fixed an issue when trying to add a New Opportunity from the Contacts page and getting an Access Denied Error.
When copying Campaigns you will now have the option to Copy Projects, Copy Project Files and Copy Estimates.
Added the fields Project Remaining Budget, Project Remaining Hours and Project To Bill Remaining to the Project Dashboard as available columns.
Fixed an issue where changes to the Security Groups were not saving in the Dashboards.
Added a Deliverable option to remove Approved with Changes as a Decision to the Deliverable Round Review screen > More > System Settings.
Fixed an issue with the Email To list in Deliverables not populating when using IE11.
When creating a project from a template, the estimate will now look at unit rate expenses, in addition to unit cost and markup.
Fixed the Misc Cost Views so it will pull up views that were created in Classic.
The nightly Task Manager has been modified to reduce the number of projects where statistics are recalculated. The Task manager now only recalculates projects which had recent transactions or activity.
Created an Add a New Project > System Settings > to Require Template/Project to Copy when adding New Projects.
Changes made to Custom Fields at the Project level will now be tracked in the Daily Feed.
Added the ID to the Card View on the To Do Board.
When adding a new Project, the Product dropdown will not display if the Client has no Products assigned.
Added the ability to Remove Assignments within Reassign in the schedule.
Fixed an issue with the wrong Summary Task getting selected when Duplicating Tasks in the Schedule.
Fixed Task ID on duplicated tasks when Auto Task ID is turned off and the task being duplicated does not have a Task ID.
Modified the Template lookup on the Schedule to respect Template GL Company settings.
Fixed issue in schedule reassign screen where non-schedule tasks were listed in the grid to select.
Fixed an issue with Service lookup field on Schedule Reassign panel not showing the correct Service Code when Replacing One Service with Another.
Summary and child Tasks now reference the correct predecessors after duplication.
Fixed Conversation Reply screen to update after new replies are added.
Fixed Attachment list to just show file name.
Fixed an issue in the Predecessor Panel where existing Lag values were not being cleared out when entering 0.
The Staff Schedule will now update when the Task Details page is opened and updated from the Staff Schedule Day or Week View.
Fixed an issue where the Traffic Calendar Task Dates were not saving when using Custom Dates.
Project, Estimate and Client now have separate columns on Mass Billing - Media > Summary tab.
Project Billing and Mass Billing now support layouts when billing by project the line format is Billing Item and Item.
From the Billing - Today screen when adding a new Project Advance Bill you can now search using partial Project Numbers.
When generating Invoices - one line per Task - the summary tasks have an option to Show Description on Estimates and Invoices (was previously just Estimates).
Add Labor and Add Expenses buttons now stay visible after entering in a Description in Billing Invoices.
Fixed an issue with printing Client Invoices on mobile.
The Company filter when Generating Billing Worksheets will now honor the company setting on the project.
Corrected an issue where the setting 'Exclude Campaign Projects' was not used in the same way to calculate the Fixed Fee To Bill amount on the Today Billing and on the Mass Billing Total To Bill column.
Exclude 1099 has been added to the Credit Card Charge - Expenses tab.
Modified Credit Card entry to make the Charge Date a required field.
Fixed a problem with a duplicate key error message in the Credit Card Connector when updating multiple rows.
Fixed an issue with the Class not displaying in the grid on Credit Card Transactions.
Fixed an issue on the Purchasing Today page that included credit card charges set to vendors in the Charges not Sent count.
Corrected an issue with accessing GL Accounts with GL Restrictions when entering payments.
Orders now appear immediately after selection in the Vendor Invoice screen.
The listing of Checks to print, the Check Proof and printed Checks now all have the
same order: Payment Date then Vendor ID.
Fixed an issue with ACH files that did not put company data in the offset detail record in character positions 40 through 76.
Emails sent for Purchase Order approve, rejected, and approved now contain a hyperlink to take you directly to the order. You may be required to login to WMJ to see the order.
Added the ability to hide/show Spec Sheets and Attachments in System Settings on Purchase Orders.
Insertion and Broadcast orders are now available for review and approval on the Notifications bell.
Created 2 new security rights "View Broadcast Orders on Approvals" and "View Insertion Orders on Approvals" for users who can approve but not edit media orders.
The Insertion and Broadcast order Actual Billed panel has been modified to include client invoices that bill amounts "Billed on Vendor Invoices".
The Insertion and Broadcast order Applied to Vendor Invoices panel now has a new column to show the amount of the vendor invoice that was "Billed on Vendor Invoices".
Made a correction to Insertion and Broadcast order where the Order Type specified on Transactions Preferences > Media now defaults when adding new orders.
Line numbers in Broadcast Orders now sort in correct numeric order.
Fixed deleting BO/PO/IO lines after copying of other Prebill Line.
Corrected an issue that sometimes caused the Total Gross on the printed IO, to not match the amount shown on the IO screen.
Fixed an issue that allowed cleared items to be removed from a finalized Account Reconciliation when the edit page is closed and then reopened.
Fixed an issue where the GL Accounts export always included inactive accounts.
Fixed an issue on the Accounting - Today GL account drill-down where the filter for the Start Date did not respond correctly.
An Admin user is now able to delete a line on an approved vendor and client invoices.
Fixed an issue in Account Reconciliations when multiple GL Company Closed dates were in use that reported the wrong GL Closed Date in the error message when trying to re-open an Account Reconciliation.
For Custom Fields there are now radio buttons for Equals and Contains when using Display When.
Use the Default Value for Custom Fields when copying from another Project Request if the field value is blank.
Added the ability to have dependent custom fields for drop downs and select lists. You can make the values in the list dependent on the value of another field.
The Journal Entry Import, now imports the Entered By employee.
On the Task Import fixed an issue with setting tasks as summary task instead of tracking tasks.
Modified the Vendor Invoice import to allow the same invoice number to be used for different vendors.
Corrected an issue when Departments are required on the Financial Budget import.
Corrected the Conversation (Activities) import when linking to an Opportunity
The Import Data process has been modified to allow for an apostrophe in the linked fields. Vendor ID or Invoice Number for example.
Corrected an issue on the Financial Budget import the caused the Class ID to not import.
Corrected an issue that prevented you from removing an Office from an employee.
Added a flag to the Employee edit Security Controls section to prevent the SSO login process from updating the User record.
Fixed the Access Restrictions field for Admin>System Setup>Billing Options>Services not showing GL Companies.
The Revalue on Balance Sheet checkbox on GL Accounts setup will now save, and be honored on the report.
Fixed an issue when checking and unchecking a Security Right and your changes not showing correctly when you select a different Security Group until you refresh.
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