Added Task ID to the Project Conversation Notification emails.
When saving an Activity it will now refresh and open up the Conversation Detail page right away.
Allow edit/delete of Expense Report line items for Submitted or Approved Expense Reports if users have the right to Edit transaction after submission/approval.
Expense Reports no longer show as Submitted when the actual status is Approved.
Notifications and Approvals
Campaign Deliverables will now show in the Notification Bell.
Fixed an issue with the Billing Worksheets under the Notification Bell not clearing from the list after being approved through View Details.
Fixed task notification email not going out.
Added a direct link to the email notification for Spec Sheets to the new Spec Sheet.
Added a Traffic Comments column to the Assignment Views and the Allocated Hours data report.
Added the option to print the Sales Tax Analysis report, Collected Total w/o Tax option to Excel.
Added Task Plan Start Date and Task Plan Complete Date to the Estimate Details Dataset.
Changed the Email Report search to work like conversations and search by email and name and sort in alpha order.
Added Project Description and Campaign Description to the Project Budget Analysis and the Project Summary Data reports.
Increased the spacing between columns to allow for long x-axis in Graphs so labels do not overlap.
The Profitability By Client (Multi) - Drill Down now shows the Project stored on the header of an invoice when clicking into the client detail.
Browser Specific Issue: Safari
An issue that occurred when trying to click links in Safari resulting in the screen shifting back to the top of the page, is now resolved by updating to Safari 13.
Added Account Manager and Project Manager to My Time Group By options in More > System Settings and Display Options.
Added an error message if users try to Unapproved Time from My Time > Open Time Sheets panel that has been billed, written off or in WIP.
Added New Meeting Button on the Today Creative page under the Clock Icon. It will default in the project, task and attendees when creating the new meeting.
Added the Service on the Tile View.
Remove Tasks that are 100% complete from Today - Creative Favorite view.
Fixed the link to To Dos from the folder icon on Today - Creative so the board is filtered for To Dos for that task.
When entering time from a Meeting Inactive projects will now show if that Project Status Allows Time Entries.
Added an option to Preview Client Portal System Settings to Show Due Comments field on the task to appear on the Client Portal Project Dash next to Upcoming Start Dates of tasks.
When setting the Opportunity Settings > Exclude Vendors from the company list, Vendors that are also billable Clients are no longer excluded.
Corrected an issue with the Splits panel on a Parent Invoice, where users could not add more than one split row.
Projects that are closed in Accounting will no longer appear in the Today Billing > more > Project Advance Bill project list.
Fixed an issue with the Campaign Segment and Service Estimates adjusting hourly rate not updating correctly.
Made the Campaign Name and Campaign ID on the Campaign Production Dash clickable links.
The Project Manager from the Client will now show on the Campaign Dashboard under Contact Information.
Fixed an issue with Estimate Layouts when printing Campaign Estimates when the All Approved option is used.
If at least one Approver on a Deliverable Round has made a decision we will allow everyone to be skipped or deleted, depending on the Sending Options selected.
The use of keyboard shortcuts was updated to work with Deliverables. Press ctrl+shift+? in PC or cmd+shift+? in Mac for a list of the shortcuts.
Fixed an issue where dragging the zoom bar caused blurry images.
Instructions for deliverables now show after the deliverable finishes loading.
Round names on Deliverables that have been canceled or completed are now editable.
Added Deliverable Type, Status, Current Task, and Deliverable Custom Fields to the Deliverable Views.
Made the Current Round field in the Deliverables View a clickable link that takes users directly to the Rounds Review screen.
Added a lookup that will default to the Deliverable users are currently viewing to the Compare Rounds screen for Deliverables so users can select which deliverable they want to compare with. Once a deliverable is selected, it will show users the available Rounds.
Labor Comment that are on a Project Template Estimate will now copy over when using that Template to create a new project.
The Billing Item Description will now be shown in the Description field for detail lines on Estimate Layouts
Corrected an error that caused the Total Cost to not recalculate on the Labor Breakout on Task and Service estimate.
When an estimate is set to Show Approval Line, the Approved By, and the Approved On date is now on the printed Estimate. In addition, the signature line is removed when the estimate has been approved.
Updated all areas where users can email, to show the email address as well as the name of the person on the Email To panel so users can tell if the person users are selecting have an email address.
Enhanced the Client jump link in Project settings to go to the Client edit screen when the user has the "Edit Accounting Information" or "View the client list" right. If the user does not have either of those rights, but does have the "Use Companies right" then the link will go to the Company edit screen. When the user has none of those rights, only the label is shown.
Fixed an issue with the persons Selected Project Services was cleared out on the Team screen.
Added Project Type Color to Projects Production Dash and the Project Views.
When creating a new project the Revenue Source will use the GL Settings default when copying from a template. When copying from a project, the setting from the project is copied.
Fixed an issue with the Project Manager field in the grid on Project Manager > Projects not saving.
Fixed an issue with the Total Allocated Hours not showing on the Project Assignment screen.
Modified the Project Percent Complete calculation to not include tasks that have a constraint of "Duration of Project".
The schedule is now locked when using Auto Save and certain operations are occurring that may take longer than normal, to prevent changes from being made while the schedule is saving.
Added "Hide From Clients" checkbox to schedule summary tasks.
Users can now Delete Tasks with Open To Dos after the user answers a confirmation question.
To Do Board
Added a link to the Deliverable from the To Do.
Today - Project Manager
Allow users to pick any Service when mass updating Service in Assignment Views.
Added Task Status Color as a column option to the Assignment Views.
Added Last Task Due Date to Assignment Views and listing and Task Assignment Data Report.
Updated the Approval Status field to be a lookup in the Transactions View.
Modified the Assignment Management screen to launch the Task Edit screen instead of the project schedule screen when clicking on an assignment.
Added two options to the Task Edit screen's More menu "Dashboard" and "Schedule" that take users to the project dashboard and project schedule, respectively.
Fixed an issue with the Project Name not being a clickable link in the Staff Schedule.
Fixed an issue with the Staff Schedule not printing the same view that is on the screen.
The Staff Schedule Group By Type now includes grouping by Project.
Fixed an issue with the Timeline Segment Colors and Project Colors not showing on the Project Production Dash and the Traffic Calendar.
Changed the Billing Worksheet generation (and Project Billing) for Fixed Fee billing by Service / Item to allow negative lines to be processed the same way as in Mass Billing.
Corrected an issue where Fixed Fee billing by % of Billing Item & Item did not populate the Billing Item column.
The tax amount has been removed from the Unapplied Advances message in the billing worksheet.
Fixed an issue with the Markup not showing on printed Client Invoice.
Mass Billing Retainers
Today Billing > Retainers has been modified to list retainers on the next day they are eligible to be billed.
Mass Billing Time and Material
There is a new line format 'One Line Per Project and Billing Item' on TM Mass Billing when the One Invoice Per is by Client or by Client Parent.
Added columns Receipt Created Date, Receipt Created By, Receipt Updated Date, Receipt Updated By, Receipt Header Created Date, Receipt Header Created By, Receipt Header Updated Date, and Receipt Header Updated By to the Today - Billing: Views > Receipts AND the Dataset > Receipt Data for Custom Reports. Only receipts moving forward will have these details.
Users can now update the description field on a posted client receipt without unposting.
Fixed and issue where the Office drop-doown on new receipts was not populating when using GL Restrictions.
Today - Billing
Public Meetings and Time Entries will now appear on the Today-Billing page when checked in System Settings.
Added Class to the Split Projects panel on charges accessed via the Credit Card Connector.
Corrected the Billable, Receipt, and Overhead check boxes on the Credit Card Connector Screen.
Remember the last setting for All Vendor Invoices or Regular Invoices Only in the Select Invoices to Pay screen.
A new Purchase Order > Transaction Preference allows the choice to print an Email address for the Order By employee on the PO.
Fixed the Description and the Long Description fields on Purchase Orders so they are fully visible.
Updated the ability to View Vendor Invoices to use the right View Vendor Invoices" instead of Add and Edit Vendor Invoices.
Fixed an issue with Account Reconciliations when the screen is left open and unposting and reposting a Receipt. The Deposit will no longer be flagged as cleared on the reconciliation. To include it, it must be selected again.
Corrected an issue on the Revenue Forecast where the billing Schedule for fixed fee projects was not shown in the correct months.
Fixed Starting Month and Starting Year to match their labels on the Revenue Forecast > More > Find New Items panels.
The Accounting > Scheduled Transactions view now has a Show / Hide Inactive button on the All Transactions screen.
Timesheets can now be imported into Platinum.
Corrected an issue with importing departments on a Vendor Invoice.
Added Show On Schedule and Show On Estimate as column options to Project Templates.
Added an Email To column to the Scheduled Reports listing in System Setup so users can more easily see who the report was sent to.
Fixed issue with Transaction Preference > Time Sheet > Timer Rounding not saving when changed. Also, updated the labels for the timer interval and rounding direction.
Fixed an issue in the Other Invoice Payments Received for Balance Forward Invoices amount that did not apply Payments made by a Parent Client on the invoice layout.
Please sign in to leave a comment.