19.0.3.0 (Mar 2019)

Release Detail For 19.0.3.0

Everyone

Approvals/Notifications
A Credit Card Number column has been added to the Credit Card Charges Approval/Rejection screens. (enhancement)
The Estimate Rejected Notification list now has a Cancel button. When you Cancel the notification the status on the estimate is set back to Submit and will be removed from the list. (enhancement)

Calendar
Corrected the sorting of calendar meetings in month view when "Show non-All Day meetings as solid color" is turned off.(fixes)
An error message now appears when there is no Organizer for a meeting. (fixes)

Conversations
Added Project Number - Project Name - to the Conversation label that is displayed under the Recent Menu (enhancement)
Added a Transaction Preference > Contact Management to Require Conversation Type. (enhancement)
For Conversations changed "Prompt to Send Notification" to "Draft", when you check the Draft box, notifications will not be sent. When you do not check the Draft box, notifications will be sent. (enhancement)

Dashboards
Client Name and Vendor Name are now available as columns in System Setting on GL Transactions. (enhancement)

Timesheets
Fixed an issue when the Timesheet Approval screen remained open and adjustments made to timesheets were flagged as created by the approver not the timesheet user. (fixes)

Reports
The dynamic dates (like Month To Date) now respect the user’s timezone to determine "Today" so that if reports are run right at the edge of the date boundaries they will find the right day for the user running the report. (enhancement)
Calculated columns will no longer be renamed when you modify and edit the content. (enhancement)

Employee
Added Default Service and Default Service Description to the Employee Dataset. (enhancement)

Financial
The General Ledger standard report will now calculate the Opening Balance for Retained Earnings the same way as the General Ledger drill down. (enhancement)
Updated the layout of the Overhead Allocation drill down on the Client and Project Profit & Loss reports to prevent text from being cut off. (enhancement)
Modified the Time Productivity Analysis Report to use Date Range options rather than individual Starting Date and Through Date selections. (enhancement)
Fixed an issue in the Time Productivity Analysis report when using Is Blank in Office filter. (fixes)
On the AP Cash Disbursements Journal report, the Vendor filter can now also report on the vendor a transaction was bought from on a credit card as well as the credit card company. (fixes)
The Sales Tax Analysis Report the selected Display Options are now remembered for the next time you run the report. (fixes)
Fixed an issue in the Client P&L (Detail) report that failed to export when "Other Income & Expense" was collapsed.
Added PDF aging reports to the WIP Analysis Project Details. (enhancement)
Added Financial Budget column to the Budgeted Revenue Detail report. The column can also be used as a filter to select a financial budget. (enhancement)

Media
Client Invoice data is now available in the Insertion Order Data Set. (enhancement)

Projects
Added the Project Description field to the Project Task Data for Custom Reports. (enhancement)
On the Deliverable Detail dataset added "Round Active" field. The dataset now includes all rounds, so users will have to add a filter where "Round Active = YES" in order for the data to match. (enhancement)
Added the dropdown to the Team Name Filter in the Task Assignment Data reports for Any Of and Equal To. (enhancement)

Salesperson

Project Manager

Billing
The Act Exp column on both Fixed Fee project billing screen and the Fixed Fee Billing Worksheets has been corrected to show Prebilled order amounts.(fixes)

Budgets
Enhanced Security Right "View Labor Net Cost Per Hour in Lookups and Reports" . When this right is off, the user will not be able to view any Labor Net column on the Project Budget screen or the Labor Net column on the Estimate Listing Screen. (enhancement)
Expand All/Collapse option all has been added to the more menu, for the Task and Type tabs of the Project Budget screen. (enhancement)

Campaigns
Added a System Setting to show the Campaign Description on the Campaign Dashboard. (enhancement)
When using Reply to this Post for Campaign Conversations the people you add to the Email To list will now show on the list when you Post Reply. (fixes)

Deliverables
Fixed an issue where the Deliverable Comment To Do was still showing "in progress" after it was completed.(fixes)
Fixed an error when deleting a round review conversation comment that had no one in the email to list. (fixes)

Estimates
Currency is now a column on System Settings for the Estimate Listing. When used, Currency also appears on the Estimate Summary. Added an Estimate System Setting to hide the Profitability Breakout section on Estimates.Estimate Templates in Platinum now allow editing of the Display Text. (enhancement)
In Transaction Preferences > Estimates, there is now an option "Keep same rates when copying estimates" to refresh the hourly costs in the estimate from the service table or from the employee record when copying a project. (enhancement)
Corrected the defaulting of the Estimate Date when copying an estimate near the end of the day. (fixes)
Fixed a issue in Estimate Templates that did not display Labor Hours or Rates when selected, if the Display Mode was set for Billing Item and the Estimate did not included Expenses. (fixes)
Fixed an issue in designer Layouts that showed the Project Description instead of the Estimate Description on the lines for Campaign Estimates with Project Estimates for the line detail. (fixes)
When a Default Estimate Type field has not been set on Transactions Preference, it will default to Task and Service. (fixes)

Files
You can now access the Project Dashboard from the More menu of the Project Files Screen or when clicking on the link to Project Files area in the File Upload email. (enhancement)
Removed the options to select Internal and/or Client Review when you Send a File For Review using the File Upload Email, it will now default from what you have set up in Transaction Preferences>Deliverables>Review Step Options. (enhancement)
Corrected an issue with the File Upload Email allowing a user to send a file for Review when they don't have the Add/Edit Deliverables right. (fixes)
Fixed an issue where if you uploaded an image with the same name but different image as one you just deleted, it will now show the new image. (fixes)

Project Requests
Add a drilldown on the selected Security Group to see the Users in that group on the Project Request setup. (enhancement)
You will now have a Print option if you only have the View Project Request right. (enhancement)
Corrected the Date column in the Project Request views.(fixes)

Project Settings
Turned off the word wrapping when printing the Project Settings screen to prevent excessive text from overrunning other text.(fixes)
Corrected an issue when adding a new project and not checking to see if the Start and/or Due Dates were valid working days when Copying from a Template or Project.(fixes)
Fixed an issue with the Any Of filter for Account Team on the Project Views. (fixes)

Schedule
The Task Status icon is now hidden on Summary Tasks. (enhancement)
Now hiding the "Link to Task Above" if the task already has a predecessor. (enhancement)
Added Remaining Hours as a column option to the Project Schedule Edit Grid. (enhancement)
Corrected an issue in the schedule if a blank row was added to the predecessor grid in the right panel, it would cause an error in the background and cause the page to stop working.(fixes)
Fixed the Task Handoff to prevent negative hours being allocated on an assignment.(fixes)
Unlink Predecessors now removes all predecessors on a task, instead of just the last predecessor.
Predecessors are now duplicated when auto-save is on and you duplicate a task multiple times.(fixes)
Corrected an issue on the new schedule, when scrolling through the tasks on the assignment view screen the Constraint was incidentally changing to "As soon as possible". (fixes)
Fixed an issue on the Schedule where long attachment file names were hiding the delete button.
Fixed schedule issue where bucket calculations were not including actual hours from work dates previous to the task's plan start date. (fixes)
Fixed issue on beta schedule where newly inserted rows sometimes didn't save.
Corrected the rollup of plan start/plan complete/duration when a detail task is deleted from the schedule. (fixes)

Spec sheets
Fixed an issue with Specs Sheets printing the Project Dates even though the checkbox to Display Project Dates was not checked.(fixes)
Fixed an error when using Parent Custom Fields for Spec Sheets. (fixes)

Resource Manager

Traffic Calendar
Fixed an issue where some Project Tasks were not showing on the Traffic Calendar when using a Custom Date range. (fixes)
Fixed an error when adding a Task from the Traffic Calendar and only selecting a service for an assignment with no user. (fixes)
Fixed the meeting notifications in the Calendar to only send to attendees who have the grey envelope. (fixes)

Billing

Purchasing

Request for Quotes
Fixed an issue with the wrong Total displaying for Total 2 on Quotes when using Multiple Quantities. (fixes)

Media

The views for Media Traffic listings (IO & BO) are now available in Platinum on the Media Today page. (enhancement)
Market Field is now available when adding a new Station. (enhancement)

Accounting

Account Reconciliation
Fixed an issue in the Classic version of Account Reconciliations that caused an error when re-opening a finalized Account Rec. (fixes)

Financial Budgets
Added the ability to adjust Financial Budgets by a percentage. (enhancement)

GL Transactions
The Reference Column on GL Transactions Listing is now a button that will take you directly to the transaction detail. (enhancement)
Client Name and Vendor Name are now available as columns in System Setting on GL Transactions. (enhancement)

Journal Entries
Journal Entries has been added to the Global Search items. (enhancement)

Admin Manager