20.1.1.0 (Nov 2020)

Everyone
Calendar
Added "Cancelled" to the Subject line of the calendar cancellation emails.

Notifications and Approvals
Changed the Assignment Notification subject to say New Assignment and the Full Project Name.
Added Project full name to the Approvals and Rejections list in the Notification Bell for Vendor Invoices.
Added as available fields to the Billing Worksheet section of Approvals window: Campaign Full Name, Project Product Name, Project Division Name, Project Billing Status, and Project Status.
Corrected an issue that prevented the Vendor Invoice reject comments from saving.
Fixed an issue with New Project Notifications being sent out for All Projects when having the GL Company Access Restriction turned on.
Fixed an issue with subscribers getting multiple emails when an estimate has been approved.

Reports
Updated 1099 reporting to comply with changes for tax year 2020 - including new form, 1099-NEC, which replaces box 7 on 1099-Misc. 1099 reports and forms will no longer include Credit Card payments unless explicitly added in the criteria. For existing vendors set to 1099-Misc box 7 you will need to change them to the 1099-Nec form and 01 1099 box. You can use the mass update to change the vendors. If you have any questions please contact support@workamajig.com.
Added a Restore Default button to the modify > more of dynamic reports. This will restore the columns, conditions and groups to the default settings of that report.
You can now save a message for the Send to Clients option on Client Statements. Go to Transaction Preferences > Client Invoices > Statement Email Options to modify the default message.
The Media Details Report now offers a grouping option by Vendor.
Added Project Description to the Task Assignment Dataset.
Added Campaign Active to the Task Assignment Dataset.
Added Date Rejected as a field to the Project Request Data Report.
Added a Has a Budget Warning checkbox to the Project Budget Analysis Report.
Enhanced the Excel file format with exporting of custom reports to allow dates and times to be recognized as dates.
Added Project Account Manager to the Activity Data Report.
Corrected the calculation for the field "Total Costs Gross wo Orders" in the Project Summary Dataset.
Changed the label from 'Active Employees' to say 'All Users with Time Entries' on the Chargeability Summary - Dollars and Chargeability Summary - Hours reports for clarification.
Fixed an issue where User Name "Is Blank" search criteria was not returning records where the User Name was blank.
The WIP Analysis now includes and ages Journal entries on the WIP Aging Other version.

Creative
Today
Added a date range filter to the Assign Tasks page.
Added Open Deliverables to all 3 views of Today-Creative. This will show the number of open Deliverables for that task.

Salesperson
Companies
Fixed an issue with not being able to view Opportunities on the Company and the count being incorrect when the user did not have the right to View Opportunities You Do Not Own.

Opportunities
Fixed an issue with the Converted To and Converted To Type not being populated in the Opportunity Views when converting an Opportunity to a Project or Campaign.
Added Opportunity ID to the search criteria in the Salesperson > Opportunity Dashboard.
Added the company Website field to the Opportunity Views.

Project Manager
Billing
Fixed an issue with Project Billing Invoice generation that created a Project line for the Billing Item and Item line format.
Fixed an issue with the Bill Amount column not totaling at the bottom on the Fixed Fee Billing screen for Projects when you select tasks.

Change Requests
Project Change Requests have been moved from Labs to General Release

Deliverables
Fixed an issue where the second URL opened in a deliverable would not load.

Files
Fixed an issue where the File Upload Email Notifications were not going out when the user uploaded 2 or more files.

Project Requests
Fixed duplicate names being added to the Approval Process on Project Requests.

Project Settings
When you update the Account Manager or Project Manager from the mass update on Project view, the user is now automatically added to the Project Team.

Schedule
Fixed keyboard shortcuts for editing the task schedule: ctrl+d - duplicate tasks, ctrl+left - move task out, ctrl+right - move task in, ctrl+backspace - delete task.
Made the copy tasks functionality more efficient to allow the copying of schedules with a large number of tasks.
Fixed issue where schedule grid doesn't always appear after a template or schedule with a large number of tasks is copied to an empty schedule.
Modified the Schedule to display a label to indicate when it's in the process of Auto Saving.

To Do Board
Added To Do ID as available field column to the To Do Board.

Resource Manager
Assignment Management
Added Hours Allocated to the Assign Work column of the Assignment Management screen if there is a service assigned with allocated hours.

Staff Schedule
Fixed an issue where sometimes it would not allow you to click on a Project from the Staff Schedule Day View screen.
Fixed an issue where previous Time Entry data was not being printed when the Staff Schedule was Printed to Excel.

Billing
Mass Billing Media
Corrected an error with the Invoice Template for Broadcast Orders showing just the station and amount.

Retainers
You can now update Retainer Invoice Template and Layout fields using the mass update on the Retainers view.

Today
Added a new Billing - Today > System Setting for the Waiting for Approval listing. Choose Include All Approvers show all invoices waiting for approval regardless of who is the approver.

Purchasing
Payments
Payments using the Print Checks > Mark ACH, Post and Email Vendors option now show the GL Company in the email to the vendor.
The Days Old column on the Select Invoices to Pay screen now sorts correctly

Purchase Orders
The Net Open amount Purchase Order total on the printed PO, will no longer include tax. The Purchase Order Total does include tax.

Vendor Invoices
When entering details rows on Vendor Invoices, the cursor now stops in the Task field when tabbing from the Project field.

Vendors
When selecting Convert To Vendor, Add a Vendor screen will now populate with a Vendor ID, if one exists.

Media
Orders
Relaxed the rules when you can change the Media Estimate on Broadcast and Insertion Orders, allowing updates until the order is billed. When you change the estimate on the order, the project will update to the project associated with that estimate.

Accounting
Account Reconciliations
A Statement Difference column has been added to both the Account Reconciliations view and Accounting Today > Open Account Reconciliations list.
Fixed an issue for calculating the starting balance of and Account Rec when GL Companies was previously used but is currently turned off.

Gl Accounts
There is now a 'SubAccount Of' column to the GL Account Setup screen.

Today
Accounting - Today now memorizes your Account Balances settings from session to session when you choose to collapse sections.

Admin/Manager
API
Integrations to dashboard tools like PowerBI do not allow the user to configure the headers. In order to allow for tools like this to work added the ability to add the tokens into the URL for any GET calls.
When doing updates (PUT calls) for the opportunity endpoint the opportunity owner changes to the API user. We've resolved this issue and will not update the owner for PUT calls unless the owner field is specified.

Import Data
Created a new import for importing Retainers.
The Task Import now supports importing predecessors. Add the Task ID to the Predecessor column in your import file.
Corrected an issue with the Expense Report Import not creating an error message file.
The Vendors Import and Vendor mass update now support updating ACH enabled.
The Vendor Import has been enhanced to allow you to import NEC into the 1099 Form field.
Corrected the Credit Card Charges Import to check for GL Company.
Corrected an issue with the Vendor Invoice Import that did not recognize the Target Company on the detail line.

System Setup
Modified the Currency Exchange Rate process for European users that enter rates manually.