19.0.9.0 (Sept 2019)
Everyone
Calendar
Fixed recurring meeting logic issue for monthly meetings.
Expense Reports
Corrected an issue on Expense Reports where the row would calculate Sales Tax2 when entering Total with Tax Amount.
When using Chrome on a Samsung Galaxy mobile device, the Attachment link was overlapping the Paper Receipt checkbox. The layout has been fixed to improve usability.
Fixed an issue with Expense Report attachments not getting copied when a Vendor Invoice is created.
Notes
When a listing is created in Classic the owner will see the listing in Platinum regardless of their security group.
Notifications
Added a link back to the project in the Project Status Update email.
Reports
Cleaned up and standardized formatting of Reports when using mobile.
Corrected the Upper and Lower Target ranges on the Metric Monitor - Client Concentration Metric.
The General Ledger report can now be run for multiple offices.
Fixed an issue in the Corporate P&L running with the One Column Per option selected and drilling down into the General Ledger, the result was not correctly filtered.
Added the Is Blank option to the Account Manager and Billing Manager dropdowns on the Billing Worksheet Report.
Fixed an issue with the Google Financials link in the Corp P&L when the 1 year monthly format start month was not January.
When the Summary View is selected on the AR/AP Aging Reports the 'Group By Office' option is not offered.
Added Campaign Total Budget to the Project Budget Analysis report.
The Media Billing Report now correctly generates the Excel version.
Added Project Manager to the Project Summary Dataset and changed both Project Manager and Account Manager filter fields to lookups.
Added Project Manager as a column option to the Deliverable Detail and Estimate Data datasets.
Fixed an issue with the Media Billing report to make results consistent in Classic and Platinum.
Added a new Company Contact Data with EIN report that based on the existing Company Contact data and includes the EIN Number field.
Creatives
Today Creative
Fixed an issue with entering time from Today-Creative Grid view using the Add Time box. The time was always being entered under the current day and was not allowing you to change the date entered.
Salesperson
Client Portal
In Client Portal Project Requests, changed Project Number to Client Project Number and added Project Number.
Company
The user creating a new Company is defaulted in as the Company Owner and Account Manager.
Leads
Fixed an issue with not being able to search for Leads by Company Name.
Opportunity
When an Opportunity Activity is not visible to the client, the Clients are removed from the Email To list.
Added Views to the More button on the Salesperson > Opportunities screen.
The Opportunity Dashboard now automatically refreshes the stage totals for negative amounts.
Fixed an issue with not being able to open up Spec Sheets in Opportunities that did not have Advanced Features enabled.
Project Manager
Billing
Actual Net, Actual Labor Net and Gross Income (GI) columns have been added to Projects > Billing > Fixed Fee tab. Use System Settings to add the columns, by security group. The Actual Labor Net column is only valid for users with "View labor net cost per hour in Lookups and Reports" security right.
Corrected an issue on Project > Billing where the One Line Per - Billing Item and Item did not default from the Client setting.
Campaigns
You can now have Campaign Custom Fields on the Campaign Dashboard. The fields are editable from the Dashboard.
Fixed an issue with the Project Template Working Days not copying over correctly when adding Projects to a Campaign.
Added Project Manager to the Contact Information section on the Project Dash as well as the Projects and Segments screen on Campaigns.
Fixed an issue with the Campaign Estimates where it was only summing approved project estimates.
Corrected the Class lookup on the Campaign > Bill-> Create Invoices Options panel.
Fixed issue where there was an error when unapproving campaign estimates.
Fixed the ability to drag and drop the order of Projects on the Campaign Project and Segments screen.
Dashboard
Added Project Manager to the Contact Information section on the Project Dash as well as the Projects and Segments screen on Campaigns.
Adding logging to the Daily Feed and the System Log for changes to the Internal Comments on Approved Estimates.
You can now make a copy of an existing Graph to the same page.
Fixed an issue with Bar Graph columns overlapping when there were only two columns.
Deliverables
Improvements were made when printing comments and annotations.
You can now select other Deliverables on the same Project when using Compare Rounds.
Added the ability to Search by Deliverable ID in Deliverable Views and the Deliverable Board.
Added a Deliverable Views link under More to the Deliverables Board.
Estimates
Added the Project Number to the Estimate Approval email subject line.
The TaskID has been added to the Task column on the Estimate Labor Grid.
An option to Show LIne Number has been added to the Labor Gid Settings
An option to include a Line Number column has been added to the Estimate Labor Grid System Settings.
The Expenses Breakout in the Estimate Layout report designer now includes Tax Amounts for each line.
Fixed a horizontal scrolling issue on the Estimate Total Labor screen.
Disabled the adding of new Estimates when a project is Closed.
Files
Added a File Search/Delete option to Project Files > More. This will allow you to search for files in any project by name, description, size or date and delete them. It will also allow you to link to the file details and the file location and/or folder.
Credit Card, Request for Quote and Opportunities will now wrap long Attachment names so the Delete icon shows.
Fixed an issue where Box files were getting URL Encoded which caused the link to break when using Send for Review.
Project Requests
Added an option on Project Request setup to have a limited list of specs sheets that can be added while submitting a Project Request.
Added the ability to see Canceled Project Requests to the Global Search.
Project Settings
Fixed an issue with the Flight Interval on the Media tab on Project Setup not saving.
Projects
Added Column Sets to the Projects page. In addition, Column Sets in Projects, Schedule, and To Do Board can now be controlled by security group.
Added Project Manager as a Group By and Sort By option to Project Manager > Projects.
Added Project Manager to search bar options for Project Manager > Projects.
Schedule
Added Drag and Drop functionality to the Project Schedule Gantt. Also, when you Finalize a schedule it will show the original dates in yellow in the Gantt view.
Added a Refresh Button next to the Search on the Project Schedule.
Fixed a Burn Chart issue when actual hours exceeded allocated hours for a task.
Fixed an issue the Project Schedule where if you Selected All and choose Unlink, it would not unlink the first task on the schedule if it was linked to a task further down the schedule.
Fixed issue on Task Edit screen where Priority was not being displayed.
Fixed an issue where Cross Project Predecessors were not saving on the Schedule when Auto Save is turned on.
Added a detail drill down functionality to the Burn Chart where you can see hours and financials of a project at specific points.
Spec Sheets
Added a Copy Link button to the Spec Sheet edit page under More so users can send direct links to individual spec sheets.
To Do Board
Fixed an issue with having multiple tabs open of the same page and the Email To being updated all tabs instead of the one being updated.
Disabled the ability to Delete a Task if it has open To Dos.
Transactions
You can now open Orders, Vouchers and Credit Card Transactions in Project > Transactions when you have rights to view those transaction types.
Resource Manager
Staff Schedule
Added Group by options to the Staff Schedule Detail view. Including: Type, priority, project, client and project.
Billing
Clients
Added a Do not use for Projects/Project Request check box to the Client Details > Company Info edit screen. When checked you will not see that Client in the drop down when creating new Projects or Project Requests.
When changing the One Invoice Per setting on a Client record, the screen will now clear the One Line Per value.
Dashboard
Fixed an issue with the Graphs not always displaying the Edit button.
Invoices
Invoice Due Date and the Posting Details button are now available in the header section for Client and Vendor invoices.
Made a correction to the GL posting when Advance invoices are applied to Revenue invoices posted to the same AR Account.
Receipts
Fixed an issue with grids not displaying properly in FireFox.
Purchasing
Credit Card Connector
All columns on the Credit Card Connector screen are now sortable.
Fixed an issue when processing a Credit Card Entry with a bought from field with more than 50 characters.
Corrected with the Credit Card Connector in Classic that caused an error when the Transaction Date was not being set.
Invoices
Invoice Due Date and the Posting Details button are now available in the header section for Client and Vendor invoices.
Payments
When Require Class is on, the Class field in the Search Criteria, on the Select Invoices to Pay Screen, is now required before generating a payment.
Purchase Orders
The PO Date, Due Date and Description have been added to the Purchase Order card view.
When a Purchase Order is deleted, it is logged on the Project Daily feed when the PO is linked to a Project. The System Log is also updated.
The label Description has been added to the printed PO/IO/BO.
Fixed an issue in the Accrued Balance panel in Orders that did not scroll lists longer than the length of the screen.
Today Purchasing
The Credit Card Number filter has been corrected to only show credit card GL Accounts on Purchasing - Today views.
Media
Orders
The Copy Order process has been modified to allow you to select a vendor for the new order. For Insertions and Broadcast orders you can also select station/publication.
Today Media
A Station/Publication column has been added to the Media Estimate screen.
Corrected which Broadcast and Print views available depending on Security Settings.
Accounting
Account Reconciliations
Fixed an issue in Account Reconciliations that allowed items to be removed from a finalized Account Reconciliation
GL Transactions
Corrected an issue with the GL Transaction Last Month filter. It will now pull the correct month's transactions.
Invoices
Client and Vendor invoices, and Orders in foreign currency now show the exchange rate used on the screen.
Revenue Forecast
Opportunities and Advanced Opportunities are now all shown under the Opportunities section on the Revenue Forecast.
Today Accounting
Fixed an issue in the AP and AR Aging reports "Find date of last balance" function that failed to recognize an imbalance less than a dollar and therefore did not agree with the Out of Balance Date on Accounting Today.
Admin Manager
Custom Fields
Custom fields now have the ability to use rich text.
Data Import
You can now import Header Custom Fields for Insertion, Broadcast and Purchase orders.
The Project Data Import now supports importing Class.
Removed the extra "Clear" column from the QuickBooks vendor invoices export in Classic.
Corrected an issue on parent child imports when using the Ignore this field option was selected.
The Project Import now shows the error message when updating the project's client ID fails due to existing transactions.
Employees
Fixed an issue where all Administrators could be marked Inactive using Mass Update.
Fixed the Contractor field in Admin > Employees to show Yes/No radio buttons when updating multiples.
System Setup
The Security Right for adding 'New' meetings is now enforced on all pages. To add a new meeting, the 'Add New Meetings' Security Setting is required.
Fixed an issue with System Setup > Services using the Allow Access to Lists right instead of the Edit Time Options right.
Added Forgot Password functionality for Free Login Users.
Allow users with Edit Media Setup Options right to add/update Broadcast Items and Print Items.
Today Admin/Manager
The System Log will now log when a Project Request has been Sent for Approval by a Client Login.
Calendar
Fixed recurring meeting logic issue for monthly meetings.
Expense Reports
Corrected an issue on Expense Reports where the row would calculate Sales Tax2 when entering Total with Tax Amount.
When using Chrome on a Samsung Galaxy mobile device, the Attachment link was overlapping the Paper Receipt checkbox. The layout has been fixed to improve usability.
Fixed an issue with Expense Report attachments not getting copied when a Vendor Invoice is created.
Notes
When a listing is created in Classic the owner will see the listing in Platinum regardless of their security group.
Notifications
Added a link back to the project in the Project Status Update email.
Reports
Cleaned up and standardized formatting of Reports when using mobile.
Corrected the Upper and Lower Target ranges on the Metric Monitor - Client Concentration Metric.
The General Ledger report can now be run for multiple offices.
Fixed an issue in the Corporate P&L running with the One Column Per option selected and drilling down into the General Ledger, the result was not correctly filtered.
Added the Is Blank option to the Account Manager and Billing Manager dropdowns on the Billing Worksheet Report.
Fixed an issue with the Google Financials link in the Corp P&L when the 1 year monthly format start month was not January.
When the Summary View is selected on the AR/AP Aging Reports the 'Group By Office' option is not offered.
Added Campaign Total Budget to the Project Budget Analysis report.
The Media Billing Report now correctly generates the Excel version.
Added Project Manager to the Project Summary Dataset and changed both Project Manager and Account Manager filter fields to lookups.
Added Project Manager as a column option to the Deliverable Detail and Estimate Data datasets.
Fixed an issue with the Media Billing report to make results consistent in Classic and Platinum.
Added a new Company Contact Data with EIN report that based on the existing Company Contact data and includes the EIN Number field.
Creatives
Today Creative
Fixed an issue with entering time from Today-Creative Grid view using the Add Time box. The time was always being entered under the current day and was not allowing you to change the date entered.
Salesperson
Client Portal
In Client Portal Project Requests, changed Project Number to Client Project Number and added Project Number.
Company
The user creating a new Company is defaulted in as the Company Owner and Account Manager.
Leads
Fixed an issue with not being able to search for Leads by Company Name.
Opportunity
When an Opportunity Activity is not visible to the client, the Clients are removed from the Email To list.
Added Views to the More button on the Salesperson > Opportunities screen.
The Opportunity Dashboard now automatically refreshes the stage totals for negative amounts.
Fixed an issue with not being able to open up Spec Sheets in Opportunities that did not have Advanced Features enabled.
Project Manager
Billing
Actual Net, Actual Labor Net and Gross Income (GI) columns have been added to Projects > Billing > Fixed Fee tab. Use System Settings to add the columns, by security group. The Actual Labor Net column is only valid for users with "View labor net cost per hour in Lookups and Reports" security right.
Corrected an issue on Project > Billing where the One Line Per - Billing Item and Item did not default from the Client setting.
Campaigns
You can now have Campaign Custom Fields on the Campaign Dashboard. The fields are editable from the Dashboard.
Fixed an issue with the Project Template Working Days not copying over correctly when adding Projects to a Campaign.
Added Project Manager to the Contact Information section on the Project Dash as well as the Projects and Segments screen on Campaigns.
Fixed an issue with the Campaign Estimates where it was only summing approved project estimates.
Corrected the Class lookup on the Campaign > Bill-> Create Invoices Options panel.
Fixed issue where there was an error when unapproving campaign estimates.
Fixed the ability to drag and drop the order of Projects on the Campaign Project and Segments screen.
Dashboard
Added Project Manager to the Contact Information section on the Project Dash as well as the Projects and Segments screen on Campaigns.
Adding logging to the Daily Feed and the System Log for changes to the Internal Comments on Approved Estimates.
You can now make a copy of an existing Graph to the same page.
Fixed an issue with Bar Graph columns overlapping when there were only two columns.
Deliverables
Improvements were made when printing comments and annotations.
You can now select other Deliverables on the same Project when using Compare Rounds.
Added the ability to Search by Deliverable ID in Deliverable Views and the Deliverable Board.
Added a Deliverable Views link under More to the Deliverables Board.
Estimates
Added the Project Number to the Estimate Approval email subject line.
The TaskID has been added to the Task column on the Estimate Labor Grid.
An option to Show LIne Number has been added to the Labor Gid Settings
An option to include a Line Number column has been added to the Estimate Labor Grid System Settings.
The Expenses Breakout in the Estimate Layout report designer now includes Tax Amounts for each line.
Fixed a horizontal scrolling issue on the Estimate Total Labor screen.
Disabled the adding of new Estimates when a project is Closed.
Files
Added a File Search/Delete option to Project Files > More. This will allow you to search for files in any project by name, description, size or date and delete them. It will also allow you to link to the file details and the file location and/or folder.
Credit Card, Request for Quote and Opportunities will now wrap long Attachment names so the Delete icon shows.
Fixed an issue where Box files were getting URL Encoded which caused the link to break when using Send for Review.
Project Requests
Added an option on Project Request setup to have a limited list of specs sheets that can be added while submitting a Project Request.
Added the ability to see Canceled Project Requests to the Global Search.
Project Settings
Fixed an issue with the Flight Interval on the Media tab on Project Setup not saving.
Projects
Added Column Sets to the Projects page. In addition, Column Sets in Projects, Schedule, and To Do Board can now be controlled by security group.
Added Project Manager as a Group By and Sort By option to Project Manager > Projects.
Added Project Manager to search bar options for Project Manager > Projects.
Schedule
Added Drag and Drop functionality to the Project Schedule Gantt. Also, when you Finalize a schedule it will show the original dates in yellow in the Gantt view.
Added a Refresh Button next to the Search on the Project Schedule.
Fixed a Burn Chart issue when actual hours exceeded allocated hours for a task.
Fixed an issue the Project Schedule where if you Selected All and choose Unlink, it would not unlink the first task on the schedule if it was linked to a task further down the schedule.
Fixed issue on Task Edit screen where Priority was not being displayed.
Fixed an issue where Cross Project Predecessors were not saving on the Schedule when Auto Save is turned on.
Added a detail drill down functionality to the Burn Chart where you can see hours and financials of a project at specific points.
Spec Sheets
Added a Copy Link button to the Spec Sheet edit page under More so users can send direct links to individual spec sheets.
To Do Board
Fixed an issue with having multiple tabs open of the same page and the Email To being updated all tabs instead of the one being updated.
Disabled the ability to Delete a Task if it has open To Dos.
Transactions
You can now open Orders, Vouchers and Credit Card Transactions in Project > Transactions when you have rights to view those transaction types.
Resource Manager
Staff Schedule
Added Group by options to the Staff Schedule Detail view. Including: Type, priority, project, client and project.
Billing
Clients
Added a Do not use for Projects/Project Request check box to the Client Details > Company Info edit screen. When checked you will not see that Client in the drop down when creating new Projects or Project Requests.
When changing the One Invoice Per setting on a Client record, the screen will now clear the One Line Per value.
Dashboard
Fixed an issue with the Graphs not always displaying the Edit button.
Invoices
Invoice Due Date and the Posting Details button are now available in the header section for Client and Vendor invoices.
Made a correction to the GL posting when Advance invoices are applied to Revenue invoices posted to the same AR Account.
Receipts
Fixed an issue with grids not displaying properly in FireFox.
Purchasing
Credit Card Connector
All columns on the Credit Card Connector screen are now sortable.
Fixed an issue when processing a Credit Card Entry with a bought from field with more than 50 characters.
Corrected with the Credit Card Connector in Classic that caused an error when the Transaction Date was not being set.
Invoices
Invoice Due Date and the Posting Details button are now available in the header section for Client and Vendor invoices.
Payments
When Require Class is on, the Class field in the Search Criteria, on the Select Invoices to Pay Screen, is now required before generating a payment.
Purchase Orders
The PO Date, Due Date and Description have been added to the Purchase Order card view.
When a Purchase Order is deleted, it is logged on the Project Daily feed when the PO is linked to a Project. The System Log is also updated.
The label Description has been added to the printed PO/IO/BO.
Fixed an issue in the Accrued Balance panel in Orders that did not scroll lists longer than the length of the screen.
Today Purchasing
The Credit Card Number filter has been corrected to only show credit card GL Accounts on Purchasing - Today views.
Media
Orders
The Copy Order process has been modified to allow you to select a vendor for the new order. For Insertions and Broadcast orders you can also select station/publication.
Today Media
A Station/Publication column has been added to the Media Estimate screen.
Corrected which Broadcast and Print views available depending on Security Settings.
Accounting
Account Reconciliations
Fixed an issue in Account Reconciliations that allowed items to be removed from a finalized Account Reconciliation
GL Transactions
Corrected an issue with the GL Transaction Last Month filter. It will now pull the correct month's transactions.
Invoices
Client and Vendor invoices, and Orders in foreign currency now show the exchange rate used on the screen.
Revenue Forecast
Opportunities and Advanced Opportunities are now all shown under the Opportunities section on the Revenue Forecast.
Today Accounting
Fixed an issue in the AP and AR Aging reports "Find date of last balance" function that failed to recognize an imbalance less than a dollar and therefore did not agree with the Out of Balance Date on Accounting Today.
Admin Manager
Custom Fields
Custom fields now have the ability to use rich text.
Data Import
You can now import Header Custom Fields for Insertion, Broadcast and Purchase orders.
The Project Data Import now supports importing Class.
Removed the extra "Clear" column from the QuickBooks vendor invoices export in Classic.
Corrected an issue on parent child imports when using the Ignore this field option was selected.
The Project Import now shows the error message when updating the project's client ID fails due to existing transactions.
Employees
Fixed an issue where all Administrators could be marked Inactive using Mass Update.
Fixed the Contractor field in Admin > Employees to show Yes/No radio buttons when updating multiples.
System Setup
The Security Right for adding 'New' meetings is now enforced on all pages. To add a new meeting, the 'Add New Meetings' Security Setting is required.
Fixed an issue with System Setup > Services using the Allow Access to Lists right instead of the Edit Time Options right.
Added Forgot Password functionality for Free Login Users.
Allow users with Edit Media Setup Options right to add/update Broadcast Items and Print Items.
Today Admin/Manager
The System Log will now log when a Project Request has been Sent for Approval by a Client Login.
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