21.0.1.24 (Jan 2021)

Everyone
Conversations
Fixed the Email Signatures in Conversations to include images.

Expense Reports
Under More > System Setting of the Expense Report detail added a check box "Group by Date" checked on by default so it works like it does now. When unchecked then it takes the date sort away and allows you to sort by other columns.

Notifications and Approvals
Links to Task Attachments have been added to Assignment Notification Emails.
The Day View option is now available for both Weekly and Daily Timesheets.

Reports
Vendor Name is now an available column on the Project Budget Analysis Report - Outside Costs column drill down screen.
Changed the Project Billing Status lookup to be an Any Of option on the Project Budget Analysis report.
Added Parent Company Name field to the Company Contact dataset and Activities dataset.
You can now choose a Prebilll Accrual Account on the Accrued Order Detail report.
Opportunity Projects and Campaigns are not shown on the Client and Project Profit and Loss (multi view) reports until the project or campaign is made live.
Corrected an issue with the Time Productivity Analysis report when using the Last Fiscal Year date parameter. The report now honors the Fiscal Year start month.
The Date Range 1 and Date Range 2 that was last run under the Comparative Option for the Corporate P&L report is now retained.
Fixed an issue on the Corporate P&L Monthly report where the Total column was not included in the .pdf or exported to Excel.
You now have the ability to enter an exchange rate on the AP Aging report. The total open amount is converted to home currency using the exchange rate.
Added a field called 'Split Billing' to show the detail of percent splits on Project and Project Request Views and Datasets.
Fixed an issue with the Between Filter not working for GL Account Number.

Creative
Today-Creative
Added the New Updates tag to the Tile View of Today - Creatives.
Creative Today now excludes prior revisions of Unread Spec Sheets on the New Update count.

Salesperson
Client Portal
Added Project Request Custom Fields to the available columns for the Client Portal Project Request status lists.

Opportunities
Corrected an issue with project numbering when making an Advanced Campaign Opportunity live and using Project Type in the numbering scheme.
Fixed an issue with the Probability not being set correct when dragging and dropping onto another Stage on the Opportunity Dash.
New error message when you try to close an Opportunity Project that has an inactive project status that still allows Time or Expenses.

Project Manager
Campaigns
Add Opportunity Stage and Opportunity Status to the column options for Campaign Views and Campaign Dash.
Fixed an issue with not being able to change the Status on a Campaign Deliverable and it was not using the Default Status that was set up.

Change Requests
Added an email option on the Project Change Request setup to Notify Project Team on Final Approval.

Deliverables
Added Round Name to the subject of the initial Deliverable send for review email.
Added the ability to update multiple Deliverables from the Deliverable Views.

Estimates
Fixed an error where it would not let you email an Estimate if the Project Number for that Estimate contained spaces.

Planning Project
You can now Edit the Planning Project Number as long as it is unique.

Schedule
Fixed a schedule date issue when the constraint is "Finish No Later Than".
Fixed an issue where the Daily Feed showed Records for all open Tasks when a Task Notifications was sent for just one Task.
Now showing the Billing Settings section on the schedule side panel for Summary Tasks that have Track Budget checked.

Spec Sheets
Show detailed Spec Sheet Updates in the Daily Feed when Viewing the entire feed.

Resource Manager
Staff Schedule
Fixed an issue with Calendar Events not showing correctly in the Week View of the Staff Schedule.
Fixed an issue with the week buckets for Users not displaying the week totals in the Staff Schedule screen.

Billing
Billing Worksheets
Fixed an issue in Billing Worksheets when using the Auto Apply featured to apply Advance Bills that incorrectly indicated they had been over applied.

Client Invoices
Fixed an error where you could not email an Invoice if the Invoice Number had a space in it.
Corrected an issue where the Markup shown on the client invoice was not calculated correctly.
An issue with Chrome has been fixed that causes a problem for drag and drop when using a mouse on touch devices.

Billing Dashboard
The Billing Dashboard now supports filtering by Currency and/or GL Company when available.

Deposits
The Account Reconciliation deposit screen has been reorganized to show the Amount column without scrolling. In addition you can now drill through to the receipts

Purchasing
Credit Card Connector
Allowing importing of sub-accounts using the Credit Card Connector qfx import.

Payments
A New GL Company email Address has been added for ACH notifications. When there is an Email address available the ACH notification emails is sent showing this address. The Transaction Preference > Connections > Force System Email option must be OFF to use this feature.
Corrected an issue where sometimes the BACS option would not appear on Accounting Today > Print Checks. The BACS option is set under System Settings.

Purchase Orders
The Country will now print on the To and From address on the printed Purchase Orders.

Accounting
Revenue Forecast
The Revenue Forecast now offers Detail Grid Setting for users with right Set Platinum System Settings. You can choose which columns to show and the order they appear.
Column Project Type has been added to the Revenue Forecast.

Scheduled Transactions
On the Scheduled Transaction Edit screen under Settings we added a Set New Approver or Creator checkbox. When checked you can select a new person to be the approver on the new Scheduled Transactions for Invoices, Voucher, Credit Cards, Journal Entries and Misc Costs.

Admin/Manager
Custom fields
Fixed an Access Denied error when trying to delete a Custom Field on a Deliverable Type.

Employees
Changed the "Hourly Rate" label to "Billable Rate" in Employee Setup.
Only the Active Services show on Employee > Project & Time when adding new services via the fly out panel.

Import Data
Transaction Preference > Vendor Invoices now has default settings for Payment Days, Term % and Terms Net. These values are defaulted on to new manually entered vendors and imported vendors when terms are not specified in the import file.
When importing Vendor Invoices, if the client uses GL Companies and the GL Company is not specified in the file, the import will use the GL Company from the project on the first line, if it is available.

System Setup
Updated the SAML/SSO login process to update the user's Linked Company when logging in if the company/department/etc is provided during the authentication process.
Fixed an issue for cultures that use "," as a decimal separator that caused incorrect formatting when printing grids containing numeric data.
Invoice and Estimate Layouts designer is no longer a Lab option and is now a Transaction Preference > Estimates.