21.04.18.0000 (Apr 2021)

Release Detail For 21.04.18.0000
Everyone
Calendar
Added the ability for organizers of Public Meetings to add themselves as an attendee on a meeting so it will display on their Personal Calendar.
Fixed an issue with Meetings synced from Google were not accessible from Today Pages.
Fixed issue where Public Blockout Meetings from Office Calendars were not displaying their hours in the Staff Schedule.
Fixed an issue when an all day meeting was edited by a person in a different time zone than the organizer of the meeting.

Email
The Views > Print > Email process has been modified. The Email Log will have an entry for each address in the TO, CC and BCC fields. When the email is received the addresses from the TO and CC fields are grouped as and shown recipients on the email. This allows all recipients to be included when using the Reply to All function. Addresses in the BCC are not shown as recipients.

Expense Reports
A new Vendor Invoice link is now shown on an expense report, when a Vendor Invoice has been created from an Expense Report

Notifications and Approvals
Added Summary Task to the Task completion emails.
Fixed an object error showing in place of the count on the Notification Bell.
Corrected a refresh issue when approving Vendor Invoices from the Notifications bell.

Reports
The AR and AP Aging reports now have the option to export to CSV file. Generate the report to On Screen and the Export to CSV button is shown.
Added GL Company logos to AP Aging, AR Aging, Client P&L Multi and Accrued Order Detail reports and Select to Pay.
Fixed an issue with the AR Aging report only showing the default periods when run as a scheduled report.
Fixed an issue with the General Ledger Report being blank when sent as a Scheduled Report.
Fixed an issue that caused Clients without an open balance to appear in the Client Statement to Send to Clients list.
Modified the Pivot Table to display the Caption name for Calculated Columns.
Added Campaign Budget Hours and Campaign Segment Budget Hours to the Time Detail Data reports.
Added Vendor to the Accrued Order Detail Grouping options and removed the Grouping Options under System Settings since they are not needed.
On the "Billable Summary - Hours" and "Billable Summary - Dollars" added sorting by GL Company and Month.
Modified the 'Billable Summary Dollars' and 'Billable Summary Hours' reports to include Contacts. Use the Suppress Zero Rows to exclude contractors that do not have Actual Hours or are not included in Labor Budgets.
Hide Negative Actual Hours on the Employee Actual Hours Report if Exclude Zero Hours Remaining is checked.
Added Primary Contact Name to Vendor Invoice Dataset.
Added 'Dataset Name' column to the Schedule Report listing screen as well as to the Reports Detail Screen.
A new option is available on the Billing Worksheet report. When you choose to Show Orders you can now choose to Exclude Unapproved Orders.
Adding the Billing Method column to the Project Task Dataset and the Task Assignment Dataset.
Added Deliverable Custom Fields to the Time Detail Datasets.

Creative
Today - Creative
Fixed an issue where the Task Ready to Work On email was not being sent when a cross project predecessor task was completed. Also fixed an issue where the successor task was not displayed on the Creative Today screen until the next day if the user was filtering the Creative Today screen on Predecessors Complete Only.
Fixed an issue with the Time Entered Today not updating on Today - Creative when you entered time from the grid view.

Salesperson
Opportunities
If you override the Project Type at the Opportunity level, it will carry over to the Project when made live. If you do not override the Project Type, it will be taken from the Template used just like it always did.

Project Manager
Budget
Modified the Project Budget with the ability to hide/show the Budget Labor details on the By Item screen.
Modified the Project Budget > Total Gross > Net Expense column to subtract the applied vendor invoices when calculating the net expense.
Column 'Item/Service' has been added as a selectable column to the 'Task Detail Settings' column selection list. It will display on the Task Detail page when a Task is selected under the 'Task' tab of the Budget screen on a Project's Dash screen.

Campaigns
You can now copy the URL form the Campaign Specs, also added a Copy Link to the more menu of the Campaign Edit Spec, that allows you to copy the URL for that specific Spec.
Corrected the Campaign Budget > Campaign Segment Advanced Billed and Campaign Segment Amount billed columns.
Added mouse over Column Descriptions to the Campaign Budget screen.
Corrected an issue where the Campaign Budget screen did not always honor the selected Layout.
The Campaign Estimate approved email is now sent to the Notify users on Estimate Settings. The email subject line includes the Campaign number.
Added a notification email when a new Spec Sheet is added to a Campaign.

Change Requests
Added Client Division and Client Product from the Projects as column options to the Change Request Views.

Dashboard
Added the Total Gross Unbilled column to the Project Dash.
Users with "View Broadcast Orders" and "View Insertion Orders" rights are now able to see the Broadcast and Insertion Order links on the Project Dashboard.

Deliverables
Fixed the link in the Deliverable Comment emails to not require a login when using that Transaction Preference.
Changed the update multiple on the Deliverable Board Grid View to work on selected rows and allow for editing within the grid. If you edit a row when one or more are selected the changes will affect all rows selected if possible.
Fixed an issue with Deliverables rendering slowing and being blurry.
Added new System Setting options to the Deliverable Board to Hide Deliverables For Completed Tasks and Hide Approved/Completed Deliverables.
Fixed an issue with not being able to see thumbnail images in Safari.
Fixed an issue that prevented Attachments from showing when Comparing Rounds on a Deliverable.
Added a Completed check box to the Deliverable Edit, also added Completed to the Deliverable board grid as a column option and as a sort by option.

Estimates
When the estimate approver does not have the right 'Edit Estimate Information', they will be given the link to the review page (PDF) in the email to approve instead of receiving an Access Denied error.

Files
Fixed an issue where the File Upload Version History was getting deleted when its Folder Name was renamed.

Misc. Costs
Fixed an issue with the Comments field on Miscellaneous Costs unbilled items.

Planning Project
Removed Planning Projects from labs.

Projects
Fixed the color of the status bar on the Project Dash Favorites tab.

Schedule
Added an option on the Project Schedule to filter the Schedule to Show Tasks with Completed Predecessors Only, Hide Completed Tasks or Show All Tasks.
Fixed an issue on the schedule when auto-save is on and you click "Duplicate Task", then try to edit the assignments. Sometimes the assignments panel was not opening up.

Spec Sheets
Fixed an issue with Spec Sheet Tabs not working when you view the Spec Sheet from the copied link.

Resource Manager
Assignment Management
Added the Company Name to the Assignment Management cards.

Staff Schedule
Fixed an issue with Sunday Meetings not displaying correctly on the Detail week view of the Staff Schedule.
This is a task manager change along with fixes for time zone issues. The problem is when we use SQL to get a date to pull actual hours on pages like staff schedule, RM and Today Creative pages. Since SQL will use the servers Time Zone (which in most cases is EST) to get a date to pull actual hours before that date and on completed tasks for, on that date. So the start of the next day was always midnight EST was when Actual Hours would appear on these pages and that is wrong, it should be midnight of the user’s Timezone when actual should move. The task manager change was more to help logging and a possible issue when updating when the project reschedule process ran because of time zone.

Traffic Calendar
Added Project Manager to the Traffic Calendar as possible search criteria.

Billing
Billing Worksheets
Project Status and Project Billing Status are now multi selects on Generate Mass Billing and Billing Worksheets.
You can now Split and Write-off labor charges on a single panel within the Billing Worksheets.

Client Invoices
Modified the Campaign column to display both the Campaign ID-Campaign Name on the 'Add Advance Billings ' panel.

Mass Billing - Media
The Mass Billing > Media Generate screen will now remember the One Invoice Per and One Line Item Per setting from the last session.

Receipts
Added the ability to apply prepayments to invoices from different GL Companies.
Corrected an issue with Receipts when trying to use only a partial credit.

Retainers
Retainers now have a 30 year limit when you enter a specific Number of Periods. For unlimited periods enter a zero or leave the field blank.

Today - Billing
Added Project Number to 'Invoices Waiting to be Approved' on Today Billing > Client Invoices.

Purchasing
Credit Card Connector
You can now use the Credit Card Connector to pay Insertion, Broadcast and Purchase Orders. click Split Orders to select the order rows that are paid by the credit card charge.
Corrected the Credit Card Connector project update when using the Split Projects feature. Costs are now updated for all projects attached to the charge.

Purchase Orders
Show the Approval Comments panel on Purchasing Today according to what is set in the Transaction Preference.

Request for Quote
When sending a Request for Quote email to the vendor, the Project Number - Project Name has been added to the email subject line.

Today - Purchasing
On Purchasing Today Corrected the Credit Card Connector transaction count when the Show Expense Report items flag was set.

Vendor Invoices
When the Vendor Invoice > Default Approver is a single person, they will now get an email when the Vendor Invoice is created from an expense report.

Accounting
Revenue Forecast
The Revenue Forecast has a new Total Before %, that displays the Total before applying the % probability.
Corrected an issue with Scheduled Invoices when the master invoice was changed.
The Revenue Forecast will no longer include Retainer Invoices.

Scheduled Transactions
Added # Remaining field as available column on the Accounting Today > Scheduled Transactions view.

Admin/Manager
API
Using the client GET endpoint currently returns an error if you're not using GL Companies. Fixed this error so that the expected standard client response matches the documentation.
Added custom fields to the "Create Opportunity" and the "Update Opportunity" zaps in Zapier.
When calling the project's end point, allow URL encoding for the searchText. For example, %27 will be used for an apostrophe.

Employees
Added an 'Active Project Only checkbox to 'Update Rates' on the Employee screen to allow the search to return all Projects or only active Projects.

Estimate and Invoice Layouts
Added the 'Client Default Address' to the Estimate and Invoice layouts.
Client EIN Number, EIN Number, and State EIN Numbers are now available on the Estimate Layouts.
Fixed an issue with designer Layouts that caused subtotals to disappear in certain circumstances.

Imports
Corrected the error message when importing a Labor Budget for an inactive employee.

Security Settings
Removed the need for the legacyForms customization as a condition to show the "---- Edit Tracking Forms" right in Security Settings.

System Setup
Added the Employees Name to the System Log when the GL Company is changed on an Employee.