20.0.2.0 (Feb 2020)
Conversations
We will now show the Project Full Name on the Conversation Cards on the Today Pages if the Conversation is linked to a Project.
Expense Reports
The Expense Report printed version now includes a Total Cost with Tax column.
Notifications and Approvals
Fixed an issue where the link in the body of the Your Daily Review Reminder and Password Reset email was incorrect.
Changed the Reject button to red (from green) on the approval screens.
Fixed an issue with the Notification Bell count not updating when Messages are cleared, the count will now update once the page is closed.
Reports
Added Campaign Name and Parent Company to the Grouping Options of the Invoice Line Item Summary Report.
Added the Client Notes to both the Task Assignment Datasets and the Assignment Views.
Changed the date format on the Employee Actual Hours Report to use the culture date settings when grouping.
Station or Publication Name column has been added to the Billing Transaction Details dataset.
Company Type is now available on the request screen for the Project P&L Multi report. You can also choose Company Type as a column or as a grouping.
Added My Supervisor to Assignment Listing and Assignment Report data sets.
Corrected the Send to Clients print version of the Client Statement to display all invoices.
Fixed an issue in the Trial Balance report that did not properly set the start date for some drill downs when requesting a prior fiscal year.
Added column Allocated Hours for services to the Project Item/Services dataset
Added User Active field to the Allocated Hours Dataset.
Fixed an issue that made a new Custom Report appear as a Scheduled Report if they were the same dataset as an existing Scheduled Report.
Modified the Opportunity ID on views and Opportunity Activity Data to display without a decimal point.
Resolved an issue where 'AnyOf' lists did not include inactive records when 'Show inactive items in search criteria' is flagged in Transaction Preferences.
Timesheets
Fixed the sort order for Time Sheets under My Time as well as the View Details of Time Sheets under Notifications.
We will now show a warning if there are open To Dos when completing a task from the Time Entry screen using the ‘I am done with this task’ check box.
Client Portal
Added the ability on the Client Portal for Clients to see all Project Requests for their Company if they have Client Right(s) to either Delete OR Edit Project Requests for their company.
Added the Calendar to the Client Portal so Clients have access to any calendars their security group has access to and any Meetings they are added to as attendees.
Companies
Added Primary Contact Email to the Company Views.
Added Campaigns to the Connections section of Companies.
Contacts
Fixed an issue with deleting Folders containing Inactive Contacts.
Opportunities
The Opportunity Dashboard now displays the opportunity full name for Advanced Campaign Opportunities.
Billing
Billers can now opt to move labor transactions from one task to another (within the same project) directly on Projects > Billing. Using this feature will not create in and out transactions with the usual audit trail. Labor transactions that have been posted to WIP are not eligible to be transferred this way.
When 'Allow Entry of Transfer Date' is unchecked under Transaction Preferences > Client Invoices, the system now uses the posting date instead of the invoice date for the Transfers In/Out Dates on vendor invoices.
Campaigns
Fixed an issue where the Campaign Schedule GANTT showed (NaN%) on project and segment summary lines.
Fixed the Campaign Reply email links not working when clicking on the link in the email.
Deliverables
Fixed an issue where in a deliverable, when viewing comments by timestamp, page, or date, then reply, edit, delete, and to do status were not working.
Estimates
The Estimate page now has a Labor Summary display. Users can control the appearance of the summary through Estimate System Settings.
Files
We will now remember the column widths in the Project Files grid.
Project Requests
Added the ability to delete a Deliverable when creating a New Project Request with Deliverables.
Project Settings
The Split Billing list on Project Settings > Billings Options and Parent Client Invoices now show a total for the percentage column.
Projects
Added a Copy Estimates and a Copy Files option to the System Settings panel on the Add A Project screen.
A new column has been added to the Project Views called 'Billing Schedule Count'. When there is a billing schedule a count will be shown, otherwise a zero is displayed.
Schedule
Fixed an issue where manually adjusted week hours on a Staff Schedule assignment were not saving correctly.
Fixed an issue on the Schedule screen Reassign panel where clicking the checkbox to select all rows was causing an error.
Added a System Setting under More on the Schedule screen of the Project to Show Burn Chart.
Fixed an issue on Schedule Edit where Insert Row was not working when "Hide Completed Tasks" was selected.
Spec Sheets
Enforce the Hiding of the Description field for Spec Sheets when adding New Project Requests.
To Do Board
Fixed issue where the To Do board could show duplicate To Dos if a user is assigned to the same task more than once.
Fixed an issue with long Project Names being cut off on the To Do Edit screen.
Removed To Do count at the bottom of the Creative Today list because sometimes assignments are repeated, so the count was being duplicated.
Added an Active Projects Only and an Open Tasks Only search options to the To Do Board, it will also remember all Filters.
Project Manager-Today
When you close a Project using mass update it will now note the change in the Project Status as well in the Daily Feed.
Removed the currency symbol from Project Summary Scoreboard.
Transactions
The following columns are now available on the Transaction Listing: Project Net, Project Gross, Transaction Net, and Transaction Gross.
Order has been added as a Transaction Type.
Staff Schedule
Now restricting the Staff Schedule Project Filter to non-template projects only.
Fixed issue on the Staff Schedule when you drag an Assignment onto a user, the Project Daily Feed was showing that the assignment was assigned to the logged in user, rather than to the person that you assigned the task to.
Traffic Calendar
Added an option to Include Opportunity Projects to the Traffic Calendar Project Options.
Added Project Manager as a group by option on the Traffic Calendar.
Billing Today
A new column Credit Card Exp Date has been added to the Client views.
Clients
Custom Fields will now show when adding new Clients.
Mass Billing
Added the Filter option for Account Manager and Project Manager to the Mass Bill T&M and Fixed Fee screens. The Project Manager option shows when the Transaction Preference > Projects 'Show Project Manager' is turned on.
Receipts
You can now choose to pay or deposit foreign currency amounts into your home currency bank account.
Added the Authorization Code, and Payment Method to the Receipts View and Receipts dataset for custom reports.
Credit Card Connector
The Credit Card Connector > link to unmatched charges panel now has System Settings for the user to set the column display.
Payments
You can now choose to pay or deposit foreign currency amounts into your home currency bank account.
Added the ability to add/delete Attachments to the Payments screen when the Payment is not posted.
Fixed an issue in Payments that disallowed any Exclude from 1099 amount except the full value of the Payment line when the Amount was negative (i.e VOID Payments).
Purchasing Today
The Credit Card Charges view, now allows you to mass delete multiple charges.
The Credit Card Connector > link to unmatched charges panel now has System Settings for the user to set the column display.
Payments
You can now choose to pay or deposit foreign currency amounts into your home currency bank account.
Added the ability to add/delete Attachments to the Payments screen when the Payment is not posted.
Fixed an issue in Payments that disallowed any Exclude from 1099 amount except the full value of the Payment line when the Amount was negative (i.e VOID Payments).
Purchasing Today
The Credit Card Charges view, now allows you to mass delete multiple charges.
Broadcast Orders
Fixed an issue with the printing of Broadcast Orders that did not use the logo assigned to the GL Company.
The Insertion, Broadcast and Purchase Order dashboards have been modified to show both Net and Gross amounts on the tile display.
API
API - When call estimate endpoint with no details the array, would throw 500 error.
API - On purchase order endpoint, fixed names on get to be camel cased.
Employees
Made the Admin Employee Edit page accessible from mobile.
The Employees > Time Sheets Connection will now show time sheets for inactive employees.
Import Data
Added Project Manager to the mass update for Clients and to the Imports for Clients and Companies.
The GL Accounts import now supports updating the "rollup" field. To remove a rollup account enter "none" (without the quotes) in the Sub Account Of column.
Fixed Comments field not importing for Expense Reports.
The Timesheet Import will now give an error message when the date format does not have a four digit year.
Modified the Vendor Invoice import to support Insertion and Broadcast orders. Enter the BO or IO number in the Purchase Order Number column.
System Setup
Corrected an issue that caused footer text to not print below the signature line on Broadcast and Insertion Orders when requested.
Modified the Plaid Connect options in the Company > Connections screen, removed the option to "Refresh List" and consolidated it into the "Update Accounts" list. Previously users had to use the Update Accounts to pull in new "master" Plaid Accounts then the "Refresh List" to get sub-accounts. "Update Accounts" will now perform both tasks.
Changed the Deliverable Field label to the Deliverable Type Name when editing Custom Fields for Deliverable Types so you know what type you are editing.
Added the ability to Copy a Deliverable Type in System Setup > Deliverable Types> More.
The Description column has been added to the GL Accounts System Setup.
Added a Client Legacy Rights grouping in Security Settings > Client Rights.
Admin Manager Today
Fixed an issue with the Employee View where it wasn't allowing users to be made Inactive, even though they aren't Administrators.
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