Release Detail for 126.96.36.199 5/20/19
Fixed an issue with the Group Other Calendars dropdown under Calendar Settings not updating the display and/or grouping the calendar correctly.
Added back the "White Text" option on the Display Options Calendar settings.
Fixed an issue with some All Day Meetings not displaying in Calendar Month View.
Added a Transaction Preference under Contact Management to Use Drafts with Conversations.
After Following Up on a Conversation and clicking Save on the new message, the Replies panel no longer automatically opens.
Clicking Save and Follow Up now opens a new Conversation.
The "New" dashboards have been renamed Graphs. Users will be able to add and edit graphs for any report or view to which they have proper security rights.
Moved Add a New Note button to the top of the page of Everyone > Notes.
From the Notification bell, a link to the Project and Project Description is now shown on the Estimate.
Users can now submit Timesheets from the Notification Bell, located under Unsubmitted Items > Unsubmitted Time.
You can now enter an Approval or Reject comment from the Notification Bell, when clicking on an ID or View Details for Billing Worksheets, Broadcast Orders, Client Invoices, Credit Card Charges, Estimates, Expense Reports, Insertion Orders, Project Requests, Purchase Orders, Timesheets, and Vendor Invoices. The comment is stored in the transaction log.
A Client Name column has been added to the Estimates and orders pages of the Approval/Rejections bell window.
The Billing Worksheet report can now be run for specific Billing Managers.
Modified the Division dropdown to be an 'Any Of' select list on the Billing Worksheet Report.
Billing Manager has been added to the Billing Worksheets View.
Added Team Member Office and Team Member Department as column options to the Project Summary Data with Team dataset.
Added Open To Dos as a column option to the Task Assignments Dataset for Custom Reports.
Added a Predecessor Complete YES/NO column option to the Project Task Data Report.
Accrued Order Detail report now creates a log entry for Orders and Lines that have been closed or reopened.
Fixed an issue with calculated fields on custom reports where field type wasn't being set, causing an error.
The Project Cost Transaction Data reports have been enhanced to allow filtering on Transaction Type.
The Project Budget Analysis Report will now limit the Client selection based on the Parent Client that is selected and the Campaign selections based on the Client that is selected.
Added Accepts VPay as a column option to the Vendor Payments Detail dataset.
Added Client Full Name on the Client Profit and Loss (Detail View)
Added Project Full Name on the Project Profit and Loss (Detail View)
Added drop down functionality when using Equal To or Any Of for Approval Status and Date Week Worked Formatted columns for the Time Detail Data reports.
Added Date Last Run and Number of Times Run as column options to the Reports Dataset.
Added Deliverable Custom Fields and Deliverable Status as column options to the Deliverables Detail dataset.
Fixed a bug in the Corporate P&L when running One Report Per ____ in Budget Comparison mode, the resulting report will now contain the correct Budget numbers.
There is a new option on the Client and Project Profit and Loss (Multi View) reports, 'Subtract Costs Before Allocation'. When this option is checked the report will subtract the total inside costs (labor and expenses) from the total overhead before multiplying by the allocation factor. When unchecked, the subtraction will be done after the calculation.
Corrected an issue where a timesheet did not recognize the employee's Timesheet Approver.
Moved the Creatives Dashboard dot next to Today - Creatives.
Fixed an issue with the Today - Creative Tile View showing a count for all Open To Dos assigned when the user did not have the right View To Dos Not Assigned To You.
Added the Priority to Today-Creative card and tile view and the Assignment Management Screen.
Added a System Setting to show/hide the Hand Off Task link under More in the Task Assignment screen.
Added the ability for Client/Vendor logins to add/view project To Dos in the Client Portal.
Folders in Companies, Contacts, Leads, Marketing Groups, and Opportunities now appear in alphabetical order and can be searched.
Default in Main Address as address name when selecting Set as Company Main Address. This will not overwrite an address name if you already have something in the address name field.
Fixed an issue with not being able to scroll if there were too many Opportunity Owners on the Opportunities Dash and while using Show Summary by Person.
Added the Client ID next to Company Name (Client ID-Company Name) in the Company drop down when adding a new Opportunity.
Fixed an issue when creating a Campaign Opportunity and it not allowing you to create folders, move files and files disappearing when Making the Campaign Live.
The Project > Billing > Existing Invoices panel will no longer total Advance and Revenue invoice amounts.
Fixed the Gantt display on Campaigns so it shows the Task Name instead of Undefined.
Fixed an issue with the Metrics caption not displaying correctly for Key Metrics dashboards.
Added the Campaign information to the Project Details section of the Project Dash.
Added a Copy Line option to the Project > Estimate expense lines.
A new Layout Line Format option 'By Billing Item' has been added to the Estimate Layout. Choose this option to print Billing Item Descriptions.
Fixed an issue where Project File drag and drop was not working for MS Edge.
Fixed an issue where the File Uploaded/Modified information was getting overwritten when Sending For Review.
Scheduled Miscellaneous Costs will no longer copy billing status upon creation.
Fixed an issue with getting a spinning icon on new Request when an Attachment is required but there is no attachment.
Date Added has been added to the Attachment section on the Project Request edit.
Fixed an issue with Display Only Display Types for Project Request Custom Fields showing Undefined.
Summary Task ID, Summary Task Name, and Summary Task Full Name have been added to the Projects > Transactions screen. They can be added to the screen display or used as filters for selecting transactions.
Added BO Commission Rate, IO Commission Rate, and Purchasing Markup Rate to Projects View and the Project Summary dataset.
Modified the process that loads blockout days when a schedule loads to increase performance.
Task names now show when printing to Excel.
Fixed the "Link to Task Above" button not being visible on a task after deleting the task before or after it.
Fixed an issue with adding New Assignments on the right detail panel when AutoSave is on and the newly added assignments clearing out.
Fixed issue when Lag is entered on Cross Project Predecessors which was causing an incorrect circular predecessor error.
Added an Assigned Full Name column to the Project Schedule options and an All Assigned People Full Name column option to the Task Assignment Dataset. These will show full names instead of just initials.
Fixed an issue in the schedule where users without the right to Edit Task Information could use the task detail panel to edit tasks and save them.
Now preventing tasks from being deleted if they are linked to time entries that were transferred to other tasks.
Now setting the Plan Start on a new schedule task to today's date when using As Soon As Possible and if "Set Previous Task as Predecessor of New Task" is not selected.
Tasks that are 100% complete and use Timeline Segment colors will now display the default blue color when completed instead of the Timeline Segment color.
To Do Board
Created a new To Do Board to better handle drag and drop, allow for grid and card views, added the ability to update multiple to do's and create your own column sets.
Updating multiple To Dos no longer clears the Visible to Client checkbox upon save.
Fixed an issue with the Status link not working for To Dos.
Added a Due Date field to To Dos.
A Currency column has been added to Billing Worksheet screens, Mass Billing screens, and the Project Dashboard. The column is always populated with the currency code.
Increased the number of characters allowed for the 'Invoice Comments' field on the Billing Worksheets
Corrected issues with the Billing Worksheet report when run from different locations. The report now runs a task or service version and retains your Display Options.
Profit and Sales Tax Amount columns have been added to the To Bill panel for Billing Worksheets.
When using Project Mass Billing, One Line per Project, when there is a Layout assigned the Show Transactions at Lowest Level option, the Layout will be used to determine if the Invoice lines (Tasks) have the Display Option set to Transactions or No Detail.
Mass Billing Fixed Fee
Corrected an issue on Mass Billing - Fixed Fee for labor charges billed using the One lIne Format. Labor charges are now included in the Total Billed calculation.
Users with View AR Reports right will now see the AR Reports on Today - Billing.
Corrected the Credit Card Connector when processing overhead charges incorrectly requiring an Item.
Removed Total Debit amount from the Batch and File footer records of ACH files when "Do not send a balance record" is selected.
Removed the error message on Purchasing > Print Checks when there is an issue with the CSI process.
Added the CSI BatchID to the Transactions slide out panel for user reference.
Removed the restriction requiring a credit card number when importing CC transactions into the CC Connector screen.
Users with View AP Reports right will now see the AP Reports on Today - Purchasing
Fixed an issue on Vendor Invoice entry where a missing Expense GL Account error did not clear when a new item was selected.
Added My Tasks link to Today - Media
Added logging when Account Reconciliations are finalized or reopened to show the action, user, and date.
Adjusted amounts will now display correctly when editing a row and switching from edit to display on the Financial Budget screen.
The Journal Entry report is now set to landscape and responds to column widths set on the screen.
Advanced Opportunities now appear on the Revenue Forecast when they have a Project Status that is flagged Include in Forecast.
Notifications have been added to the Update Multiple function for Employees and Contacts.
Added Project Request forms to the description of the Backup Approver on the Employee.
When Importing Projects using the Copy From Project Number, it will now copy the file structure from that Project.
Added the ability to map custom fields for the Purchase Order, Insertion Order and Broadcast Order imports.
Integration - API
For the API report dataset, users can now identify import requests vs. regular API requests.
The Report API dataset will now include counts for PUT and POST calls.
When doing a PUT on the company and not passing in the companyKey, the find existing logic will look at the companyName, vendorID, phone number, or customerID to try to find an existing record to update.
Updated the receipts api to handle when the user doesn't pass in the details section.
Integration - Credit Cards
When available the CustomerID is included in the CSi Batch Update and can be added via Connections > Credit Card > vCard Setup.
Added account_owner and refernce_number to the memo field when importing Plaid transactions.
Moved the Managers and Owners Dashboard next to Today Managers.
Added Notification Options to System Setup>Transaction Preferences where you can select if you want to receive System Messages, Emails or Both for select Daily Emails, New Records or Approvals.
Added a checkbox Transaction Preferences to send Task Reminder Daily Emails on weekends.
Added Time sheet date(s) to the TimeSheet submitted email subject line.
Inserted records are now added to the System Log when new clients and vendors are added from the dashboard and from the + menu.
Created a new Purchase Order transaction preference which allows you to automatically assign the PO approver with the lowest limit to an order.
The ability to access a View and a dataset are both now linked to the corresponding security right.
Added Project Full Name to the Task Update Email subject line.
Added ability to type in the dropdown list for Spec Sheets to filter the list when being added to a Project Request in System Setup.
Added the ability to Edit Column Sets for Project Templates.
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