20.0.9.0 (Sept 2020)

Release Detail For 20.0.9.0

Everyone
Calendar
Fixed issue in Assignment Management where multi-day meetings were not displaying if their start date was before today, or their end date was after the end date of the date range of the screen.
Fixed an issue where editing Recurring Meetings from the Staff Schedule was not working correctly.

Conversations
Fixed an issue with the Private checkbox not working correctly on Conversations.
Fixed an issue with not being able to Download Attachments on Replies in an Activity.
Added a link to the Deliverable in emails from Deliverable Conversations.

Mobile
The mobile Unposted Transaction screen, now has a Post option.

Notifications and Approvals
Corrected an issue with the Project link in the Estimate Approval emails.
Fixed an issue when the Daily Emails were set to System Message Only not appearing in the Notification Bell.

Reports
The Balance Sheet report now prints the selected GL Company report logo when only one GL Company is being reported.
Fixed an issue in the Client P&L Multi that did not populate Office or Class select lists in GL Company restrict mode.
The Client P&L now supports a No Client Specified row for transactions posted to Cost of Goods GL Accounts without a client or project. Use the Direct COGS column for the drill-down.
Fixed an issue with the Corp P&L when using the One Report Per option and Budget Comparison that did not display the correct budget for the None Specified report.
Added Campaign Account Manager to the available fields in the layout for the Campaign Profit And Loss (Multi View).
Corrected the calculation for Unrealized Gains/Losses on the Corporate P&L when using the YTD feature.
Added Voided Payment to the Vendor Payment Detail dataset.
Estimate Number, Estimate Name and Estimate Full Name are now available on the Vendor Invoice data dataset.
Added Requested By and Date Sent for Approval to the Project Summary Dataset.
Added a Retainer Active field to the Project Summary dataset and Projects Views.
Added Project Manager field to the Project Summary Data with Team dataset.
Added Approval Comment field to Orders Views and Purchase Order datasets for custom reports.
Fixed an issue with the Time Productivity Analysis Scheduled Reports not using the correct date range that was set.
On the Changeability summary report increased the width of the columns so that totals won't wrap as often.
Made changes to how Schedule Reports calculated some financial date ranges when using This Week, This Week To Date, Last Week, Last Week To Date, Next Week, Next 4 Weeks. It will now match the dates when generating the report in the app.

Salesperson
Client Portal
Added a "Show Estimates" checkbox to the Preview Client Portal > Settings > Project Details, which will add an "Estimates" section under Project Details and show Approved Estimates and allow clients to view a PDF of the Estimate.

Project Manager
Campaigns
Added Deliverables (count) as a field column to Campaigns page, this will show the sum of all the Deliverables on the Projects within that Campaign.
Added Project Due Date as an available field option for Campaigns > Projects and Segments.

Deliverables
The Delete button on a Deliverable Comment is hidden if there is an active To Do. When there are no To Dos on a Deliverable Comment that has been deleted the Fix This link is no longer shown.

Estimates
The Purchase Order number is now displayed on all the included expense rows on the estimate.
The Labor Net is now visible on Task Only Estimates for users with the appropriate Security Setting.

Project Planning
Added a hand off task feature for Planning Project. This will allow you to hand off all or some of the hours to another user.

Project Requests
When a Project Template ID is changed it will update the Template on the Project Request Def.

Projects
Added logging when the Project Description is updated.
Fixed issue where the Burn Chart was not showing Actual Hours that were entered prior to the project start in the detail section.
Fixed an issue where the % Complete was not calculated on the Project Production Dash correctly when the "Hide Completed Tasks" checkbox was checked on the schedule.
Added Date of Last Time Entry to Project Manager > Projects.
Fixed an issue when creating a new project and copying tasks from a template or project, It was allowing the first task to start on a company blockout day.

Schedule
Removed the ability to edit the Percent Complete on the schedule grid when the task is not a schedule task.
Fixed an issue on the schedule when the task constraint is "Finish No Later Than", and you change the Plan Complete date, it was not modifying the Duration value on the task.

To Do Board
We will now hide the Users Filter on the To Do board if the user doesn't have the right To View To Do Not Assigned To You.
Fixed an issue with To Dos being overwritten when adding multiple To Dos.
Fixed an issue with dragging and dropping attachments to To Dos and/or To Do Comments not going to the right place.

Today Project Manager
Fixed the issue with mass updating the completion of To Dos in the To Do Views.

Resource Manager
Assignment Manager
Fixed an issue where the Assignment Management screen only showed the first occurrence of the week of a recurring blockout meeting.

Billing
Billing Worksheets
Corrected an issue where an advance invoice was applied in a workfile and then deleted.

Client Invoices
Fixed an issue in the Labor grid of the Client Invoice screen where the Date column was not displaying the date.
Fixed an issue when trying to update an invoice header with the project that doesn't have an account manager.
Fixed an error when entering a Conversation on a Client Invoice and selecting a Company and a Project.

Clients
Fixed an issue that did not update Client records when their Parent record was deleted.
Fixed an issue where the Clients Default Billing Method was not set correctly.
Added Next Campaign Number field to the Companies and Clients views.

Today Billing
The Client Views now offer AR Amount and Income Amount columns. These columns are updated each night so may not match the values seen on the Client page as activity is posted during the day.

Purchasing
Credit Cards
Fixed an issue with dragging and dropping Attachments going to the wrong place on Credit Card Charges.

Payments
Corrected an issue where the ACH setting Send data in ALL CAPS was not working.
ACH payments now has an option under Settings > Advanced Options to use a different payer name such as the GL Company name when creating the text file.

Today Purchasing
The Vendor Views now offer Purchases This Year, Total Purchases and Unpaid Balance columns. These columns are updated each night so may not match the values seen on the Vendor page as activity is posted during the day.
Corrected an issue with pulling the Last Modified user on Vendor Views.

Accounting
Account reconciliations
Fixed an issue with the Account Reconciliation report when printed to Excel that could cause a row to duplicate when it occurs where the page break would be in PDF mode.

Today
The date range lookup is now This Fiscal Year-to-date on the General Ledger Drill Down under Today - Accounting.
Added Attachments count field as available field column in the Journal Entries view.

Admin/Manager
Employee Notifications
Added new options to New Project and New Campaign Employee Notifications:
1. All (works like it does now)
2. Projects where I am the Project Manager
3. Projects where I am the Account Manager
Added the Service Code to the Add Service screen in Employees > Projects & Time and added the ability to search for Services.

Import Data
You can now import Project Templates using Import Data > Projects.
Modified the Import Data process for Employees and Contacts to handle GL Restrictions.

Integration Emails
Fixed an issue where the attachment link in the outgoing reply email was not getting populated when using Amazon S3.

System Setup
Fixed an issue with Custom Menu Items not showing correctly.
Fixed an issue with getting an error stating the password has already been used after resetting a password.
Fixed an issue with Custom Column Sets not showing all fields correctly.

Today Admin/Manager
Added a Sent To Name column to the Email Log that will include the first and last name of the person the email was sent to.