Release Detail For 126.96.36.199
Added Thumbnails for Conversation Attachments to Projects and Deliverables.
Fixed an issue with a Conversation linked to multiple tasks on the same project not displaying the Project Schedule when clicked.
When adding a Contact or Client Contact to Conversations the system will now show a message and check the Visible to Client checkbox. Previously the Contact would be added but the email would not send because the visible to client check box was not checked.
Fixed an issue with long attachment names pushing the delete button off the screen for Conversations Replies.
Corrected the alignment when printing Expense Reports.
Fixed an issue in the Balance Sheet with the 1 Year Monthly option not showing the Starting Month field.
Now showing the GL Company(s) selected at the top of the Balance Sheet when printing.
Added Department (Any of) to search option on the General Ledger Report.
Corrected an issue with the Client P&L (Detail) > Budget Comparison Summary reported the single month budget amount as the full year budget.
Corrected an issue that prevented GL Accounts from appearing on the Corporate P&L when running in Cash Basis mode.
Fixed an issue with the Corp P&L when One Column Per was specified, the account subtotals only functioned for the first 13 columns.
Fixed an issue in AP Aging that displayed the report grouped by Office when the Use Offices setting was not turned on.
A Project Manager search option has been added to the Billing Worksheet Report.
Removed duplicate Open Orders Net column on the Project Budget Analysis report.
Added Retainer Name field to the Time Details (no costs) dataset.
Added Service Department to the Allocated Hours Dataset.
Account Manager has been added to the Billing Schedule dataset.
A new column has been added to the Project View and Project Summary Data report to show Total Split Percentage.
Added Currency to the Project Summary Data data set.
Client Project Number field has been added to the Project Cost Transaction Data, Project Cost Transaction Data (labor net) and Project Cost Transaction Data (open orders).
Added 'Any of' for Parent Company, and Client Company Type fields to the Project Level Dataset.
Added Parent Client, Campaign Start and Campaign End Dates fields to the Project Service/Items dataset.
Added Campaign Start Date and Campaign End Date to the Task Assignments dataset.
Added the Project Manager field to the Deliverable View and Deliverable View Custom Report.
Added Page Number as a column option to the Deliverable Detail Dataset.
Corrected an issue within the Metrics Monitor report where the Operating Profit metric's red and yellow reference lines were not correct.
Fixed an issue with the Project Profit and Loss (Multi View) not working in Classic.
Users no longer need the Schedule Reports setting to be able to Send to Clients on the AR Statements.
Fixed an issue that prevented users that are not employees from having access to reports, even if they had been granted permission.
Fixed an issue where the Report Center showed the custom report group label, when a user didn't have access to any reports within that group.
Fixed an issue with the timer buttons getting pushed off the screen if you had long Task Names and/or Project names.
Added a Print option under More for the Today-Creatives Task Assignment detail screen.
Added Open Deliverable Only check box to the Today-Creative Display Options.
We will now only display the Remaining and Allocated Hours on the Today-Creative page if the task is not 100% complete.
Red 'Update' alerts now show for secondary-linked tasks on cards.
Fixed an issue with the Custom Fields not displaying on the Favorites view of Today - Creatives.
Added Request for Quote section to the Client/Vendor Portal.
Fix to allow Clients to edit Custom Fields on their own Project Requests.
Added the ability to search Contacts by Full Name in Contact Views.
Added the Months field to the New Opportunity Screen.
Fixed an issue where the Opportunity campaign / project files don't get copied to the correct client folder when making a campaign / project live.
When entering costs to Advanced Opportunities, the billable flag is now automatically set to allow entered charges to be billed when the opportunity is made live.
Advanced Campaign Opportunity projects will now have a temporary project number with a Oppty-nnnn format. When the campaign is made live, the temporary project numbers are replaced with numbers as per the Transaction Preference settings. The temporary project numbers are for new opportunities only.
For BMP, GIF, JPG, PDF, PNG, and SVG file types, added tools to measure inches and square inches, and added CMYK to the eyedropper tool.
When using the zoom tool, it no longer jumps to a different area of the document.
Added a System Setting to Show Assign a Follow Up Task link on the Deliverables Rounds Review screen.
Fixed an error when using the Mass Update to mark Deliverables Approved from the Deliverable Board.
Fixed an issue with the Approved Date on Deliverables not getting formatted and saved correctly when using DD/MM/YYYY.
When printing multi-quantity Estimates, the "*" denoting the selected quantity will only show when the External Approval status is Approved.
Fixed the issue with the Transaction Preference for Estimates Default Number of Days to Approve not being applied to new Estimates.
Now when adding a new project estimate you can choose to have the estimate automatically pull the labor from the schedule. Use the Auto pull labor from schedule checkbox on the New Estimate panel.
An additional Pull from Schedule button has been added to the Project > Estimate main panel.
Add logging to the System Log and the Daily Feed for the project when a Misc Cost is deleted.
You can now add Conversations to Project Requests by clicking the Conversations link under Request Details.
Corrected an issue that prevented Split Billing percentages to be entered with 2 decimals.
Added a Client select list to Project Managers > Projects > More > Display Options.
Fixed an issue with multiple tabs highlighted on the Project Profitability and Project Snapshot sections of the Project Dashboard.
Fixed and issue which caused Project Manager to be deleted when updating multiple in the Project Views.
Added the Switch to Project function to the Projects Dashboard.
Fixed an issue with the Project Color not displaying when printing out the Project Schedule Gantt.
To Do Board
Added the ability to enter Time from the To Do edit screen.
Added Status Name as an available column to the To Do Board.
Fixed an issue with the Daily Feed logging To Do Statuses incorrectly.
Fixed an issue in Assignment Management and Creative Today screens to set percent complete properly when a card is moved to a new column. Staff Schedule
Fixed the task users Plan Start and Plan Complete Date not getting used in the Staff Schedule.
Fixed the Priority field on the Task Edit screen when accessed from the Staff Schedule.
Fixed an issue with all day Meetings not showing correctly on the Staff Schedule when the Organizer does not have a Time Zone set.
A Project Manager filter has been added to the Generate Billing Worksheet screen.
Corrected an error that caused users with rights to 'Edit Other Credit Card Charges' to not be able to open credit card charges in the Billing Worksheet.
Fixed an issue with a required error when converting a Company to a Client
Mass Billing Media
Modified Media billing to show an error message when the orders do not comply with the One Invoice Per option chosen on the Generate Invoices.
Added the ability to hide/show parent/child invoices on the Receipts (open invoices) listing.
There is now a system setting on the Credit Card Connector: Show Expense Report Items. When this is not checked rows that are charged to an expense report type item are filtered off of the screen.
You now have the option to mass change the Overhead yes/no setting on The Credit Card Connector > Change Selected panel.
When downloading a PO, IO, or BO, the file name is now the Order Number.
Corrected a refresh issue when trying to delete multiple Specs from a Purchase Order.
The Date Updated columns on Purchase Order views now displays only the date, no longer displays the time.
Request for Quotes
Modified the Vendor Quote printout to show both the Long Description from the estimate and the Vendor comments and amounts.
Fixed an issue with Expense Items getting added to the Request for Quote in the wrong order.
Fixed an issue when trying to delete an unbilled line from a Broadcast Order that contained lines that were billed.
Fixed an issue where the Insertion order footer was duplicated when "Print Below signature" is not selected.
When entering a new publication or station, the main address from the Vendor is now copied over. Click Save to accept or change the address as necessary.
Corrected an issue where an order would appear on the Broadcast/Insertion view more than one time.
Added the ability to have attachments on the Account Reconciliations.
The Post Work In Progress screen has been modified to offer .pdf and Excel options for the WIP Posting report and Transaction Report. You will now need to open the batch to see the Unpost button.
We've added the birthday field to the contact API response
Fixed an issue when updating a receipt thru the API, when changing the amount from a fully paid invoice amount to an amount less than the full amount
Credit Card Integration
Fixed a problem when downloading Plaid transactions for Plaid accounts that have multiple credit cards (not sub-accounts - which have an account owner specified in the transaction)
Added Project Manager to the Project Import.
The Timesheet Import now has more specific error messages when the user is not on the project team.
Fixed an issue when trying to import Class for Purchase Orders.
Fixed an issue with Opportunity Stages importing the Default Probability percentage.
When problems occur with downloading credit card transactions, email will be sent to all card users for each GL Credit Card account and active administrators.
Added Pause, Login Required and Reminder options to Deliverable Type Approvals.
Added a new Transaction Preference > Client Invoices 'Get invoices templates from GL Company' as been added. When this preference is ON new estimates and invoices will inherit the estimate/invoice templates and layouts from defaults set on System Setting > GL Companies > Accounting. Client settings are ignored.
You can now choose to have an underscore (_) as the Project Separator in Transaction Preferences > Projects > Numbering.
Fixed an issue with trying to delete a Project Request Def and it not displaying an error message.
Added Task Complete Project Status field as available field column in the Project Templates Schedule.
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