19.0.8.0 (Aug 2019)
Release Detail for 19.0.8.0 8/19/19
Everyone
Calendar
Added functionality to the Calendar to print specific Date Ranges, Calendar View or Events & To Do list and to include/exclude the Legend.
Add Attachment Links to Meeting Notification Emails.
Conversations
Added a link back to the project in the body of the email that is generated when there is a reply to a conversation.
Fixed long email addresses pushing the Delete icon off screen in the Email To section of Conversations when Editing and Replying.
Notifications and Approvals
The Task Name in Diary and To Do Notification Emails will now be a link that will open the related Schedule with the Task highlighted.
Sent for Approval and Approved notification emails for Broadcast Orders, Insertion Orders, and Purchase Orders now contains the correct links for review. In addition, Approved notification emails for Broadcast Orders and Insertion Orders now have an attachment of the approved BO or IO. Purchase Orders have this attachment.
Fixed an issue when Approving multiple Unsubmitted Time Sheets from the Notification Bell and it only approving the first one.
Corrected an issue when approving Credit Card charges refreshing the list caused the user to no longer be able to edit the charge.
Report Center
On the Corporate P&L fixed an issue where the first quarter budget was calculating 1 month instead of 3 months.
On the Corporate P&L, corrected an issue where the Include YTD was being used for the Custom Layout version of the report.
Fixed an issue with the Corporate P&L when exporting to Google Financials that did not correctly calculate rollup account totals.
Fixed issue when running the Project Profit and Loss (Detail View) where settings saved from a prior run were incorrectly used again when changing the search criteria.
The Sales Account Name and Number have been added for Labor transactions in the Project Cost Transactions dataset.
Fixed an issue with Auto Assign not updating the Assigned People column in the Project Task Data report.
Added Project Manager to Assignments view and Task Assignments dataset.
Added Project Manager as a column option to the Cost Transaction dataset.
Added Project Custom Fields as column options to the Vendor Invoice Data Custom Report.
Added Active, Parent Account Name and Number columns to the GL Transaction Detail Data report.
Added Status Name to Activity Data Custom Report and Views.
Added Summary Task as a column option to the Project Cost Transaction and Project Cost Transaction Data (with open orders) datasets.
Time Sheets
Added Submitted Time Sheets to the open time sheets panel so users can see Time Sheets that have been submitted or approved for a 2 week period and either unsubmit or unapprove them if they have the right to Unapprove the Time Sheets.
Today Pages
Added a 'Hide Enter your time for today' check box in the System Settings for all the Today Pages. When checked, users will not see the ‘Enter your time for today’ link.
Creative Today
Added a Total Hours Remaining of Allocated Hours line to the Tile View of the Today-Creative Page.
The Weather on the Today pages will now show the high and low temperatures for the day.
Today-Creative Tile view will now say 0h remaining this week if users go over allocated hours.
Added Project Manager as a column option to Today-Creative Grid view and to the grouping and sort options.
Contacts
Fixed an issue with Views not saving correctly on the dash pages after modifying and memorizing changes.
Leads
Fixed an issue with selecting a Lead causing the New Conversation screen to go blank and only showing the Subject.
Opportunities
Billing Options have been added under Settings on Opportunity Advanced Projects.
Billing
Added the Attachments button on the TM and FF billing screens for Credit Card Charges. To have access, users need the new Security Settings > View credit card charge entry screens right.
Enhanced the project estimating and client billing processes to eliminate penny differences when calculating totals with tax.
Budget
System Settings options have been added to each of the Product Budget drill-down column. Users can control which columns are available by Security Group.
Campaigns
When a Campaign Opportunity is made Live, the linked project numbers are updated with the client ID, if it isn't already set.
For Campaign Estimates, users can now pull All Approved Project Estimates on to Project Only estimates. As project estimates are added, updated or change orders entered, once approved, the Campaign Estimate must be unapproved to automatically update to include the new amounts.
Added the Project Budget Gross to the Campaign Views.
When Campaigns are set to Bill by Campaign, the Bill option is now shown under the Production list instead of the 'more' menu.
When viewing a Campaign Conversation from an email users now have an option to View Campaign Details from the More menu, that will take users back to the Campaign Dashboard.
When creating an estimate on a campaign with segments, hours and labor are now automatically totaled.
Dashboard
In Flash, added a "Try Platinum" link to the Project Central page that will take users directly to the same project in Platinum.
Added the ability to add a new Graph by copying from a Graph in a different dashboard to which users have access.
Added the ability to save Project Conversation Attachments to the Project / Campaign Files area.
Deliverables
Now able to resize a highlighted or an outlined circle after placement.
The loading of PDFs was optimized for those that are image-intense and/or have a large number of pages.
Estimates
Users can now add view-only comments on Project Estimate Expenses.
When printing and Emailing Estimates the Estimate Number is now included in the file name.
Enhanced the project estimating and client billing processes to eliminate penny differences when calculating totals with tax.
Projects
The Project Due Date and Client Project Number columns are now editable on the Project Manager > Projects listing.
Fixed an issue with Inactive Project Statues showing on the Project Add screen if users had Show Inactive Items in search criteria checked in Global Options.
Added column sets to the Projects page. Also added security groups and locked columns.
Added a function to Email Selected Files from the project files area.
Fixed an issue where the Project Status updates were being displayed incorrectly in the Project Status Notification email and the Daily Feed when changed from Project Manager>Projects.
Project Settings
The Connections > Vendor Invoices link is now controlled by Security Setting > View Vendor Invoices. When this right is set, the user will have View Only access to the Vendor Invoices.
Schedule
Added a Transaction Preference to Copy To Dos when copying a project from another project or template, as well as when users drag tasks into a schedule from a project or template.
Fixed an error on the Schedule when clicking "Duplicate Task".
Fixed an issue where if users clicked to close the schedule and it prompted to save, users had to click 'yes' twice before it saves and the schedule remained open instead of closing.
Added a message to notify users when Track Budget is about to be turned off due to dragging and dropping a task that is on an estimate. The message will warn the user that any hours or expenses will be removed for that task.
When users do not have the right to Allow access to Lists, then they will not see the Edit Column Sets button.
Fixed doubling of Estimate Change Orders on the Estimated Hours column in the Project Schedule.
When adding a new Task to the Schedule it will now only show the Task Detail panel, users will not be able to access the To Dos or Conversations until the task is saved.
Spec Sheets
Added a Client Details link under the More menu for Spec Sheets that will take users to the Company Edit page.
To Do Board
Fixed an issue with To Dos not being deleted when using the delete icon in grid view.
Project Manager Today
Added Due Date to the To Dos views.
Transactions
Corrected an issue that prevented users from transferring or writing off Credit Card charges on the Project > Transactions screen.
Staff Schedule
Fixed an issue with the Staff Schedule not displaying Saturday and Sunday hours when the project is set to work weekends.
Fixed an issue with the Staff Schedule not saving Project Type filters correctly. The option would appear selected but was not filtering after the page was closed and reopened.
Traffic Calendar
Fixed printing of the Status and Priority columns in the Traffic Calendar.
Billing Worksheets
Fixed an issue with Billing Worksheets that did not display the link to "Other Worksheets" when the total amount billed on those Worksheets was $0.00.
Added Total and Subtotal for Net column in the drilldown of Transactions on the Billing Worksheet.
Client Invoices
Corrected an issue when getting exchange rates on client invoices and receipts for different date formats.
Modified the AR invoice posting process so when invoices have applied Advance Invoices, the AR account used for the reversal will come from the Advance Invoice, not the current invoice.
Clients
Added Next Project Number as a column option to the Clients view.
Mass Billing - Fixed Fee
Added a Billing Schedule Comments column to the Mass Billing - Fixed Fee screen.
Credit Cards
The Credit Card Connector will no longer retain the Date Range previously selected. The Date Range could cause the connector to not display the number of transactions shown on Purchasing Today.
Added the ability to update multiple charges to a vendor and invoice number on the Credit Card Connector.
Class is now a required field on the Credit Card Connector when set as required on GL tracking Options.
Payments
Added Cash Account Name, Cash Account Number and Cash Account Full Name as available columns on Vendors > Payments > System Settings > Payments.
Request for Quote
The correct number now displays for Total 2 on Quotes when using Multiple Quantities and viewing by item.
Vendors
Updating a vendor Expense or AP Account will no longer clear the bank account data on Payment Options.
Purchase Orders
The Comments field has been renamed to Long Description on IO, BO and PO rows to match the System Settings column name.
Media
Media Orders
The Comments field has been renamed to Long Description on IO, BO and PO rows to match the System Settings column name.
Accounting
The Employee and Retainer Project connections listings have been corrected.
Calendar
Added functionality to the Calendar to print specific Date Ranges, Calendar View or Events & To Do list and to include/exclude the Legend.
Add Attachment Links to Meeting Notification Emails.
Conversations
Added a link back to the project in the body of the email that is generated when there is a reply to a conversation.
Fixed long email addresses pushing the Delete icon off screen in the Email To section of Conversations when Editing and Replying.
Notifications and Approvals
The Task Name in Diary and To Do Notification Emails will now be a link that will open the related Schedule with the Task highlighted.
Sent for Approval and Approved notification emails for Broadcast Orders, Insertion Orders, and Purchase Orders now contains the correct links for review. In addition, Approved notification emails for Broadcast Orders and Insertion Orders now have an attachment of the approved BO or IO. Purchase Orders have this attachment.
Fixed an issue when Approving multiple Unsubmitted Time Sheets from the Notification Bell and it only approving the first one.
Corrected an issue when approving Credit Card charges refreshing the list caused the user to no longer be able to edit the charge.
Report Center
On the Corporate P&L fixed an issue where the first quarter budget was calculating 1 month instead of 3 months.
On the Corporate P&L, corrected an issue where the Include YTD was being used for the Custom Layout version of the report.
Fixed an issue with the Corporate P&L when exporting to Google Financials that did not correctly calculate rollup account totals.
Fixed issue when running the Project Profit and Loss (Detail View) where settings saved from a prior run were incorrectly used again when changing the search criteria.
The Sales Account Name and Number have been added for Labor transactions in the Project Cost Transactions dataset.
Fixed an issue with Auto Assign not updating the Assigned People column in the Project Task Data report.
Added Project Manager to Assignments view and Task Assignments dataset.
Added Project Manager as a column option to the Cost Transaction dataset.
Added Project Custom Fields as column options to the Vendor Invoice Data Custom Report.
Added Active, Parent Account Name and Number columns to the GL Transaction Detail Data report.
Added Status Name to Activity Data Custom Report and Views.
Added Summary Task as a column option to the Project Cost Transaction and Project Cost Transaction Data (with open orders) datasets.
Time Sheets
Added Submitted Time Sheets to the open time sheets panel so users can see Time Sheets that have been submitted or approved for a 2 week period and either unsubmit or unapprove them if they have the right to Unapprove the Time Sheets.
Today Pages
Added a 'Hide Enter your time for today' check box in the System Settings for all the Today Pages. When checked, users will not see the ‘Enter your time for today’ link.
Creatives
Added a Total Hours Remaining of Allocated Hours line to the Tile View of the Today-Creative Page.
The Weather on the Today pages will now show the high and low temperatures for the day.
Today-Creative Tile view will now say 0h remaining this week if users go over allocated hours.
Added Project Manager as a column option to Today-Creative Grid view and to the grouping and sort options.
Salesperson
Fixed an issue with Views not saving correctly on the dash pages after modifying and memorizing changes.
Leads
Fixed an issue with selecting a Lead causing the New Conversation screen to go blank and only showing the Subject.
Opportunities
Billing Options have been added under Settings on Opportunity Advanced Projects.
Project Manager
Added the Attachments button on the TM and FF billing screens for Credit Card Charges. To have access, users need the new Security Settings > View credit card charge entry screens right.
Enhanced the project estimating and client billing processes to eliminate penny differences when calculating totals with tax.
Budget
System Settings options have been added to each of the Product Budget drill-down column. Users can control which columns are available by Security Group.
Campaigns
When a Campaign Opportunity is made Live, the linked project numbers are updated with the client ID, if it isn't already set.
For Campaign Estimates, users can now pull All Approved Project Estimates on to Project Only estimates. As project estimates are added, updated or change orders entered, once approved, the Campaign Estimate must be unapproved to automatically update to include the new amounts.
Added the Project Budget Gross to the Campaign Views.
When Campaigns are set to Bill by Campaign, the Bill option is now shown under the Production list instead of the 'more' menu.
When viewing a Campaign Conversation from an email users now have an option to View Campaign Details from the More menu, that will take users back to the Campaign Dashboard.
When creating an estimate on a campaign with segments, hours and labor are now automatically totaled.
Dashboard
In Flash, added a "Try Platinum" link to the Project Central page that will take users directly to the same project in Platinum.
Added the ability to add a new Graph by copying from a Graph in a different dashboard to which users have access.
Added the ability to save Project Conversation Attachments to the Project / Campaign Files area.
Deliverables
Now able to resize a highlighted or an outlined circle after placement.
The loading of PDFs was optimized for those that are image-intense and/or have a large number of pages.
Estimates
Users can now add view-only comments on Project Estimate Expenses.
When printing and Emailing Estimates the Estimate Number is now included in the file name.
Enhanced the project estimating and client billing processes to eliminate penny differences when calculating totals with tax.
Projects
The Project Due Date and Client Project Number columns are now editable on the Project Manager > Projects listing.
Fixed an issue with Inactive Project Statues showing on the Project Add screen if users had Show Inactive Items in search criteria checked in Global Options.
Added column sets to the Projects page. Also added security groups and locked columns.
Added a function to Email Selected Files from the project files area.
Fixed an issue where the Project Status updates were being displayed incorrectly in the Project Status Notification email and the Daily Feed when changed from Project Manager>Projects.
Project Settings
The Connections > Vendor Invoices link is now controlled by Security Setting > View Vendor Invoices. When this right is set, the user will have View Only access to the Vendor Invoices.
Schedule
Added a Transaction Preference to Copy To Dos when copying a project from another project or template, as well as when users drag tasks into a schedule from a project or template.
Fixed an error on the Schedule when clicking "Duplicate Task".
Fixed an issue where if users clicked to close the schedule and it prompted to save, users had to click 'yes' twice before it saves and the schedule remained open instead of closing.
Added a message to notify users when Track Budget is about to be turned off due to dragging and dropping a task that is on an estimate. The message will warn the user that any hours or expenses will be removed for that task.
When users do not have the right to Allow access to Lists, then they will not see the Edit Column Sets button.
Fixed doubling of Estimate Change Orders on the Estimated Hours column in the Project Schedule.
When adding a new Task to the Schedule it will now only show the Task Detail panel, users will not be able to access the To Dos or Conversations until the task is saved.
Spec Sheets
Added a Client Details link under the More menu for Spec Sheets that will take users to the Company Edit page.
To Do Board
Fixed an issue with To Dos not being deleted when using the delete icon in grid view.
Project Manager Today
Added Due Date to the To Dos views.
Transactions
Corrected an issue that prevented users from transferring or writing off Credit Card charges on the Project > Transactions screen.
Resource Manager
Fixed an issue with the Staff Schedule not displaying Saturday and Sunday hours when the project is set to work weekends.
Fixed an issue with the Staff Schedule not saving Project Type filters correctly. The option would appear selected but was not filtering after the page was closed and reopened.
Traffic Calendar
Fixed printing of the Status and Priority columns in the Traffic Calendar.
Billing
Fixed an issue with Billing Worksheets that did not display the link to "Other Worksheets" when the total amount billed on those Worksheets was $0.00.
Added Total and Subtotal for Net column in the drilldown of Transactions on the Billing Worksheet.
Client Invoices
Corrected an issue when getting exchange rates on client invoices and receipts for different date formats.
Modified the AR invoice posting process so when invoices have applied Advance Invoices, the AR account used for the reversal will come from the Advance Invoice, not the current invoice.
Clients
Added Next Project Number as a column option to the Clients view.
Mass Billing - Fixed Fee
Added a Billing Schedule Comments column to the Mass Billing - Fixed Fee screen.
Purchasing
The Credit Card Connector will no longer retain the Date Range previously selected. The Date Range could cause the connector to not display the number of transactions shown on Purchasing Today.
Added the ability to update multiple charges to a vendor and invoice number on the Credit Card Connector.
Class is now a required field on the Credit Card Connector when set as required on GL tracking Options.
Payments
Added Cash Account Name, Cash Account Number and Cash Account Full Name as available columns on Vendors > Payments > System Settings > Payments.
Request for Quote
The correct number now displays for Total 2 on Quotes when using Multiple Quantities and viewing by item.
Vendors
Updating a vendor Expense or AP Account will no longer clear the bank account data on Payment Options.
Purchase Orders
The Comments field has been renamed to Long Description on IO, BO and PO rows to match the System Settings column name.
Media
Media Orders
The Comments field has been renamed to Long Description on IO, BO and PO rows to match the System Settings column name.
Accounting
The Employee and Retainer Project connections listings have been corrected.
Admin Manager
Import Data
There is now an Open Details button to view Import error messages on details records. Both detail and non-detail error messages are included in the errors file.
Updated the Opportunity import to included the Opportunity ID. The ID is now used as the matching field for updating the opportunity.
When importing time for an Inactive Employee, the screen now gives "The user does not have the right to update their time" error message.
Fixed an issue when importing a Client Receipt and applying it directly to a GL Account (not an invoice).
Modified the Projects Import to give users with the 'View Project Setup Accounting" right the ability to import projects.
System Setup
Added a Forgot Password link to the login page and a password reset email that can be sent to the users email address. By default, this feature is turned off. To enable, Admins must go to Security Settings: Global Options> check Allow users to request a password reset email. If left disabled, the link is not hidden. When the user clicks on the link, they will be shown an error message to contact their Workamajig Administrator.
Changes made to a General Ledger account Type are now included in the System Log.
The System Log will now log when Employee Notifications have been added, removed or updated.
Added a ‘Force all users to use Platinum’ check box to Security Settings / Global Options. When checked, users who try to log into Classic will get directed to Platinum.
Updated the Invoice and Estimate Templates to require the Name to be entered before the new template can be saved.
Added the ability to set a Default Page by Security Group in Security Settings. The Default page will be determined first by the Users Default Setting, then the Security Group Setting and if neither are set it will default to Today-Creative.
Import Data
There is now an Open Details button to view Import error messages on details records. Both detail and non-detail error messages are included in the errors file.
Updated the Opportunity import to included the Opportunity ID. The ID is now used as the matching field for updating the opportunity.
When importing time for an Inactive Employee, the screen now gives "The user does not have the right to update their time" error message.
Fixed an issue when importing a Client Receipt and applying it directly to a GL Account (not an invoice).
Modified the Projects Import to give users with the 'View Project Setup Accounting" right the ability to import projects.
System Setup
Added a Forgot Password link to the login page and a password reset email that can be sent to the users email address. By default, this feature is turned off. To enable, Admins must go to Security Settings: Global Options> check Allow users to request a password reset email. If left disabled, the link is not hidden. When the user clicks on the link, they will be shown an error message to contact their Workamajig Administrator.
Changes made to a General Ledger account Type are now included in the System Log.
The System Log will now log when Employee Notifications have been added, removed or updated.
Added a ‘Force all users to use Platinum’ check box to Security Settings / Global Options. When checked, users who try to log into Classic will get directed to Platinum.
Updated the Invoice and Estimate Templates to require the Name to be entered before the new template can be saved.
Added the ability to set a Default Page by Security Group in Security Settings. The Default page will be determined first by the Users Default Setting, then the Security Group Setting and if neither are set it will default to Today-Creative.
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