Added the Week Number for the year to the Calendar when in Week View.
Resource Meetings are now showing on the Calendar at all times, rather than hiding them when they were on a public meeting and the public meeting was being displayed on the calendar.
Fixed an issue with shortcuts using Option/_ or Shift/Option/_ for Macs not working.
Added a clickable link back to the Invoice on the Conversation emails generated from an Invoice.
Users can now see Attachment previews on Conversations in Project Requests, Change Requests and Invoices.
When available the currency attached to an employee/vendor is defaulted onto a new Expense Report.
Added Print Grid PDF and Print Grid Excel to the Project Budget Analysis Report. This will print the report as it appears on the screen with groups expanded or collapsed.
Modified the AP and AR Aging reports to show the selected GL Company in the headers of their printed versions.
Fixed an issue with Reports filters not working correctly when using the Any Of condition.
The Actual Billable Hours on the Time Detail Data, Time Detail Data (no costs), and Time Detail Data (with Employee custom fields) reports now display with 4 decimals.
A GL Company select is now available on the Employee Actual Hours Report.
Fixed the AP Aging Report so the Periods are shown correctly when set up as a Scheduled Report.
Fixed an issue that prevented P&L type reports from printing to PDF/Excel with the same grouping shown on the screen.
Added an Is Reply column to the Activity Data report.
Added Release Dates to the Time Sheet Level Data custom report dataset.
The Your Daily Budget Update notification email has been modified to remove the currency symbol. If using multi-currency, non-home currency projects will display This Project Is In "Currency Code". Ex. This Project Is In CND
Today - Creative
Added Hours Worked This Week to the Today - Creative Tile View.
Added Show Project Request Views option to the Client Portal Preview System Settings. This allows users to see Project Requests for their parent/child companies.
Fixed an issue with Client Portal To Dos not being sent to the Account Manager on the project.
Financial Details are now updated on the Advanced Campaign Opportunity with amounts from approved campaign estimates.
Fixed an error when trying to make a campaign live from an Opportunity with no Client.
Added Project Manager as a field in Campaign Settings and added Project Manager to the mass update fields on the Campaign Views and Projects and Segments.
Added totals for Campaign Segment Amount Billed, and Campaign Segment Advance Billed.
Added the ability for users to select a Folder to copy Change Request Attachments to, if the Project has folders set up.
The Project Name on Change Requests are now clickable and take users to the Project Dashboard.
Changed System Settings for new Deliverable Dash to have To Dos, Time, and Conversations hidden by default and only show Details and Review Rounds. These can be turned off or on using the Deliverables Dash System Setting.
On the Deliverable Board Card View it now shows the Round Number and Unsubmitted if a deliverable has been created with a round but not Submitted.
Use the Current Task on Deliverables as the default Task when using Fix This.
Fixed an issue with being able to add Approvers or Notifiers more than once from certain areas of Deliverables.
Added Request ID and Request Type fields to the Deliverable Dataset and Deliverable view.
Expanded the Comments line in the Estimate Labor and Expense detail lines so users can see their text as they type.
When an employee has an Estimate Signature Approval Font on Employee > Security Controls, their name (in the chosen font) will print on approved estimates.
The Project File Details will now show who the file(s) were Emailed To when Uploaded. It will also show an Emailed history in the File Details if you use the Email Selected Files option.
Added in the ability to Subscribe to Project File Upload Emails in the Employee Record as well as in the Team of a Project, this will add Subscribers, by default to any new file upload emails.
On Project Files, made the Move to list of Folders wider so longer Folder names will fit.
Added Planning Projects to the Global Search System Settings.
Added Campaign ID, Campaign Name and Campaign Segment to the Project Request View and Datasets.
Corrected an issue where previously billed percentage invoices on a Billing Schedule would change the displayed invoice amount if the budget was updated.
Corrected an issue that sometimes caused the Split Billing grid to freeze.
Added System Settings to require Project Start and Completion dates, and Estimate Delivery date. To require project start and completion dates, go to + Project > System Settings > Require Start Date / Due Date > Save. To require estimate delivery date, go to (project) > Estimates > New Estimate > System Settings > Require Delivery Date > Save.
Users can now select Account Manager, Billing Manager and Project Manager employees, when they do not have a User ID or System ID on the Project Add and Edit screens.
Now showing the Column Sets lookup on the Projects Listing if the user has the right to edit column sets, even if they do not have access to any column sets.
Fixed an issue with the Task Comment Field only allowing a maximum of 1000 characters instead of 4000.
Fixed an issue with the Total for Remaining Hours in the schedule grid calculating incorrectly in some cases.
Fixed an issue with Recurring blockout days only showing on the first day they occur on the Schedule Gantt.
Fixed an error caused when Duplicating a Spec Sheet on a Project Request.
Added a Transaction Preference > Projects to Require Task on To Do Items.
Today - PM
Now always showing the more menu on PM Today because users need access to Display Options even if they don't have the right to edit System Settings.
Fixed an issue with the Assign Work column from the Assignment Management Screen not filtering out Tasks with no Services assigned when using the GL Company filter option.
Corrected an issue where large Invoice Comments entered on Billing Worksheets were cut short on the invoice.
Fixed an issue with Invoice Template User Defined Fields that displayed the data on the printed invoice when the field definition had been removed from the Template.
Users can now change the Billed Item on the Expense row on a Client Invoice.
A new Mass Billing system setting Include Overhead Clients has been added. When this option is OFF all projects for clients designated as overhead are excluded from all Mass Billing screens. When the option is ON only individual projects set to Non-Billable are excluded from all Mass Billing screens.
Print options for PDF, EXCEL and CSV have been added to the Mass Billing T&M, Fixed Fee, Retainer and Media for printing the list of projects.
Added the Posting Month to the Billing Graphs.
Fixed an issue with Billing Worksheets and Invoice generation that not correctly apply the Billing Item and Item line format for Time and Materials projects..
Added the ability to have your clients pay their invoices via a new Credit Card Payment screen. Contact email@example.com for details on accessing this feature.
Corrected an issue with Cash Basis when a credit card charge paid a vendor invoice with a later date.
Expense Reports charged to projects with a status set to not accept vendor invoices will no longer be converted to vendor invoices. Users will now receive an error message.
Users can now flag payments to vendors as ACH, when they are not ACH enabled. On the Print Checks screen choose Use ACH. Select items to be paid and choose 'Mark as ACH and Post Payment'. The Vendor payment will have an auto assigned check number and be posted. Choose 'Mark ACH, Post and Email Vendors' to send a payment email to the Vendor primary contact email.
Added the ability to select more than one Purchase Order to print or email at a time from the view.
Corrected an issue that hid the Purchase Order option from the + menu for some users.
Totals are now shown in the Lines section of the Vendor Invoice.
The 'Is a Vendor' checkbox has been added to Vendors Details > Company Info. When checked off, the vendor no longer appears in Vendor lists. Open payables are still accessible on the AP Aging and Vendor Invoices to pay.
ACH Enabled has been added to the Vendor views.
Corrected an issue with the Broadcast and Insertion order view that sometimes did not correctly display the order Open Amount.
Today - Accounting
Users can now collapse the individual Account Balances in the left side column on Accounting Today.
Added paymentKey to the Vendor Payment reports, so the api can return those fields.
Added Date Updated to the Employee View and the Employee Data Report.
Add an entry to the web.config on every server so if the company doesn't have anything in tWebDavServer it will default to the Amazon server in web.config. Also made code changes to look for the entry in web.config if there is nothing in the connections.
The Client Import now accepts NET, GROSS and COMMISSION ONLY for the "Prebill Broadcast at" and "Prebill insertion at" fields.
A new Security Setting > Billing > View Client Invoices has been added. Users with this right (and View the Invoice List) can now drill into a view-only version of the client invoice.
The Transaction Pref > Client Invoice > Allow Entry of Transfer Date has been move to System Settings > GL Settings > GL Tracking Options.
Added a delete icon to remove inactive credit cards from Admin -> System Setup -> Connections -> Credit Cards.
Users will receive an error message when trying to delete an Invoice Template that is used on client invoices.
The recent issue between Plaid and AmEx regarding data download issue has been resolved.
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