21.02.14.0000 (Feb 2021)

Release Detail For 21.02.14.0000

Everyone
Calendar
Added a Notes tab for Meeting Invites that can only be seen by full users.

Conversations
Fixed an error when trying to delete Conversations Folders.

Expense Reports
Added Name as a field to the Expense Report Views.

Notifications and Approvals
Fixed an issue where Project Request Emails were showing Custom Field labels when there was no value entered for that field. Now those will be hidden in the email.
Fixed an issue with Deliverable Notifications showing the wrong person as the approver.
Fixed an issue with Deliverable Notification Emails where some sections had a huge font on a mobile device.

Reports
Added a new Plan % column to the Chargeability Hours and Dollars reports. Calculation is "target hours" / "available hours" from the Labor Budget.
Added Contact Full Name and Contact Name to the Employee Dataset.

Creative
Creative Today
When using Hand Off Task from Today > Creative the Reassign To lookup will now use the Show Inactive Items in Search Criteria Security Setting.

Salesperson
Companies
Fixed an issue with not being able to clear the Project Manager on a Company.

Project Manager
Campaigns
Added Labor Gross to the available columns in the Campaign Screen.

Deliverables
Fixed an issue with Client Logins seeing rounds from other deliverables when using Select Round on a Deliverable. It should only show any other rounds from that one Deliverable if it has been sent to that user.

Estimates
Corrected an issue with the Estimate Approval email where the approval link incorrectly displayed the .pdf when the Estimate is using a Layout.
When creating a Project from a Template within a Campaign, the Estimates Approver will now use the Default Approver set for Estimates in Transactions Preferences.

Files
Fixed an issue with getting an error when using the Download Link from a Project Files.

Projects
Fixed an issue with Service Descriptions that contained commas not changing from red to black once they had been assigned.
The Client Contacts list in the Add People screen are now sorted by user name.
Changed the Closed Project field for Project Views to a lookup when used as a filter.
Added a new field to the Project Views called Campaign Total Gross.

Schedule
Changed sorting of Task Assignments by last name and then service name.

To Do Board
Only show Tasks that are not 100% complete when Adding or Editing To Dos.

Transactions
Corrected the access of Projects when doing Transfers on the Projects Transaction page when using GL Company Access Restrictions.

Billing
Billing Worksheets
Added Project Billing Status logging when changed from Billing Worksheets.

Client Invoices
Corrected an issue on the Client Invoice views with the AR Account Number field returning the account name when used as a filter.
Corrected an issue with the display when an invoice was emailed and it used a Layout, and had a space in the invoice number field.
Added Client's county and phone number to the credit card payment transaction for Authorize.net payments.

Clients
You can now change the Default GL Company for clients on Billing Today > Client Views using Update Company Fields feature.
Fixed an issue in the Client edit page that caused the Layout field not to show when the preference was turned on.

Retainers
Manual Retainer Billing now correctly shows the extras billed on the Retainer > Invoices panel.

Purchasing
Payments
Vendor Invoices billed to clients on Split Billing are now considered Paid by Client when all of the client split invoices are paid.
The Purchasing Today > Payments > add more payments option, now has a Recent Payments total.

Purchase Orders
When you are selecting Purchase Orders to email from the Today Purchasing > Views > Orders the attachments are now included in the emails. The file names are Purchase Order number - the attachment name.

Vendor Invoices
An Add More Vendor Invoices check-box has been added to Add Vendor Invoice screen.
An Accrued Amount column has been added to system Settings for Vendor Invoice detail lines.
Default Approver Person column added to the Vendor Views.
Corrected an issue with data format when exporting dates for the German culture.

Media
Orders
You can now print multiple Insertion and Broadcast orders from the Media > Today views.
Line and Adjustment columns have been added to printed Broadcast and Insertion orders. The details, on the order, are printed in date order, therefore the Line Numbers may not be sequential.

Accounting
GL Accounts
Users can now edit the credit card number on the GL Plaid Account, when necessary.

GL Transactions
Transactions posted to the General Ledger using Inter-Company mapping now retain the vendor or client name from the source.

Admin/Manager
Employees
Added the ability to update an Avatar to the Employee Details page.
When adding a new Employee and using Copy Settings from another User, we will now limit that lookup to Employees with a Security Level equal to or lower than the User.

Integration Emails
Fixed an issue with the Link to Campaigns from Diary Emails not working.

System Setup
Added Access Restrictions field as an available column in the Services Setup screen.
Fixed an issue for cultures that use "," as decimal separator that caused incorrect formatting when printing grids containing numeric data.
Fixed an issue in the Advanced Invoice and Estimate Layout designer that caused changes not to save as expected.