21.05.16.0000 (May 2021)

Everyone
Calendar
Corrected a time zone issue when pulling meetings from Outlook and Google into WMJ when the meeting's time zone was different than the default time zone for the calendar.

Notifications and Approvals
Added an Unread System Message section to the Notification Bell that will show a count and a link to access the unread messages. Added the ability to mark the messages as read. This feature can be turned off and on from the Notifications > System Settings > Show Unread System Messages checkbox.
Fixed an issue where deliverable comment email time stamps were not displayed in the time zone of the user who was receiving the email.
Removed Avatars from the Deliverable Review Comment Notification emails since many email clients including Gmail filter out embedded images from some sources.

Reports
Fixed an error when exporting a Pivot Table to Excel.
Fixed issues in Client Statements where the client list and generated reports for emailing did not match the criteria specified.
Fixed an issue with the Send to Clients feature of the Client Statement report that, in some cases, caused the Send To list not to match the records found in the aging report.
Corrected a filer issue on the Balance Sheet when using Class.
Corrected an issue with the Excel version of the AP Aging where the column headings were not all on the same row in the file.
Corrected an issue on the Corporate P&L where selecting a single department would also include budget amounts assigned to no department.
Fixed an issue with the second column of the Report panels options getting cut off after selecting items from an Any Of field in the first column.

Creative
Today - Creatives
The Display Option 'Open todo items only' will now apply to the Today-Creative tile view.

Salesperson
Client Portal
The Client Portal Dashboard System Setting Show Files will now control whether the Files link shows up on the Client Portal.

Companies
Added an Attachment section to Companies, Clients, and Vendors.

Opportunities
The Required Project Type will now copy over from the Opportunity to the Project when making it live.

Project Manager
Billing
Made a change to the Billing > Split function. The posting date used for the split transaction was today's date, when the user did not have the ability to Enter a Transaction Date. Splits now will have the posting date of the original vendor invoice.

Budget
Fixed an issue with random symbols appearing in the hover over column descriptions of the Project Budget columns.

Campaigns
Enhancements to Campaigns include the Expenses not Included functionality and Billing Schedules. In addition, you can bill Campaign Budgets in Billing Worksheets or utilize the new Mass Billing > Fixed Fee Campaigns screen on Billing Today.
Added a Client Any of Dropdown to the Display Options of the Campaign dashboard.

Deliverables
Added an option to the Deliverables Transaction Preference to Enter Time On Deliverables, which allows you to Enter Time and Start a Timer from the Deliverables Board and controls the ability to Enter Time from the Deliverable.
Fixed an issue with some markup tool not always working on Deliverables.

Estimates
Vendor Currency is now available as a column on the Project Estimate Expense grid.

Planning Projects
Added a new option on Planning Projects to rollover unused hours from previous weeks into the current week.

Schedules
Fixed an issue with the Schedule Buckets when Assignment plan start/complete are in the past.
Fixed Estimate Hours not showing on the Schedule if the summary task is tracking budget.

Spec Sheets
When printing / saving Spec Sheets, the PDF name will now include the Project Number, Campaign ID, or Opportunity ID.

Transactions
Added Write Off Comments to the Transaction Views dataset.

Resource Manager
Assignment Manager
Fixed an issue when handing off Tasks from the Resource Management screen and it only handing off "hours this week" when handing off All Remaining Hours.

Staff Schedule
Fixed an issue with the Staff Schedule week view not showing calendar hours correctly, which caused the Summary View and the Detail view hours not to match.

Billing
Billing Worksheets
Corrected an issue when adding a Master Worksheet, where you could not select Child Worksheets until after the Master was saved.
Fixed an issue with the Billing Comments not saving on Billing Worksheets on the To Bill Budget Summary of a Vendor Invoice Transaction.

Client Invoices
Both 'Project Campaign ID' and 'Invoice Campaign ID' have been added as 'Select' lists to the Client Invoice Views.

Clients
Fixed an issue when updating multiple Client Project colors that caused an invalid project color to be saved.

Mass Billing - Media
Corrected an error on Mass Billing - Media where orders that do not have a media estimate and the billing was requested as One Line per Estimate.
Corrected an issue with the Estimate drop-down on the Select Other Options panel.

Purchasing
Credit Card
Updated deleting Vouchers created from CC Entry transactions to reattach the attachment(s) to the original CC entry so the user doesn't have to upload the attachment(s) again.

Payments
ACH payment emails will now look for a vendor email address on Vendors > Purchasing Defaults > Email Credit Card info. When this address is available, it is used for ACH payment notifications. When this address is not available the process will use the Primary Contact's email address as it currently does.
There is a new 'Invoices Marked as Billed' search option on the Purchasing Today > Invoices to Pay screen for filtering invoices to be paid.
There is a new Purchasing Today > Invoices to Pay System Setting 'Hide Bank Account Balances'. When turned on, the user does not see the GL account balance amount on the Pay Invoices panel.

Purchase Orders
Enhanced error messages when a Purchase Order cannot be created.
The Amount Open column for Purchase, Insertion and Broadcast orders has been corrected to account for closed order lines.

Media
Insertion and Broadcast orders can now support a 30 character order number on the printed version.
The Amount Open column for Purchase, Insertion and Broadcast orders has been corrected to account for closed order lines.

Accounting
Account Reconciliation
Corrected an error in the Year filter of the Account Reconciliation list that caused it, in some cases, to have duplicate and/or out of order values.

Revenue Forecast
Campaigns set to Bill by Campaign that use the Campaign Budget and have a Billing Schedule now appear on the Revenue Forecast. Campaigns with approved estimates appear in the Approved Campaign section. You can include Campaigns with unapproved estimates by selecting Include in Forecast on the Estimate Settings panel.
You can now elect to report Time and Materials projects using a billing schedule instead of the project schedule. Check the Forecast as Fixed Fee checkbox on Projects > Billing Options. Projects with the checkbox selected and do not have a billing schedule are not included in the Forecast.

Admin/Manager
Import Data
A Publications and Stations import is now available.
Corrected an issue with the Journal Entry import when the Require Department setting was not properly designated.

Integrations - API
Added two new fields to the task information under the Project for the API. The two fields are hideFromClient and PercComp.

System Setup
Designer Layouts now support Retainer custom fields in the Invoice Layouts.
Designer Layouts now include Balance Forward fields for Invoices detail lines by Task.
Corrected an error when creating invoices from approved expense reports and the Default AP Approver was not specified on Transaction Preferences > Vendor Invoices.

Today - Admin/Manager
Fixed an issue with the Views search not working for the Global Search area.