21.06.20.0000 (Jun 2021)

Release Detail For 21.06.20.0000

Everyone
Conversations
Added the ability to Favorite a Project Conversation on the edit screen.

Reports
Fixed an issue in custom reports and listings that did not correctly filter for the IS BLANK or the IS NOT BLANK condition.
Fixed an issue in financial reports that did not set the year of the fiscal year correctly when drilling down to the P&L from a value such as Net Income.
Corrected an issue where a Report Group was not displayed when a new private report was added.
Fixed the sort order on "calculate after the main query" fields when exporting to Excel and pdf.
Fixed an issue with new Views created through the Global Search not saving.
You can now choose between "% Calculation Base on: Revenue or AGI" on the Client Profit and Loss Detail report.
The Corporate Profit and Loss report will now run for the correct dates without updating the Date Range each time.
In order to speed up response time, the drill-down on the Corporate Profit and Loss now opens with a simple display showing the most often needed information. Click More Details to open your custom display.
The Department, Office, GL Company and User select options are now 'any of' on the Billable Summary Reports.
Corrected the calculation of the Realized Rate on the grand total on the Project Hourly Realization report. Calculation is: Labor Billed / Actual Hours when the calculation method = Labor Billed.
There is now a Marked as Billed column on the AP Aging Report.
Corrected an issue with the Estimate Amounts on the pdf version of Billing Worksheet Report when using Group by Item ID and groups go over multiple pages.
Vendor Custom fields are now available on the Credit Card Charges dataset.
The Credit Cards section on the Statement of Cash Flows has been moved out of Financing and into the Operations section.
The heading section of the Statement of Cash Flows now shows the selected GL company and logo.
Added Summary Task Full Name, Summary Task ID and Summary Task Name fields to the Project Cost Transactions with Labor Net dataset
Added the Currency field to the three datasets: Project Cost Transaction Data, Project Cost Transaction Data (Labor Net), Project Cost Transaction Data (with Open Orders).
Added All Assigned People Full Name field to the Project Task dataset.
Added Time Paused to the Time Detail datasets.

Timesheets
Added a Deliverable option to Time Entry, that will filter the Deliverables by the selected Task and if the task is changed it will clear out the deliverable.
If a user has the right to View Anyone's Time Sheet then they can now view the comments in the week view.

Creative
Creative Today
Fixed an issue when Adding Time from the Grid view of Today - Creative and it did not appear in the schedule section right away.
Added Status and Type as column options to the Assignment To do Settings, these will only show if you use Types and/or Statuses on To Do Items in Transactions Preferences.
Added Auto Expand to the card and tile view on the Today-Creative page.
The Open To Do and Open Deliverable count on Today - Creative will now open the Assignment Screen to the proper tab when clicked.

Salesperson
Client Portal
Changed client legacy rights over to new system settings called Show Assigned Projects and Show Assigned Tasks for the Client Portal.
Client logins can no longer edit Approved Project Requests.

Opportunities
Added an option to Open a closed Opportunity Project that has not been made live yet on the edit page.

Project Manager
Campaigns
Added Billing Item and Item option to the Bill by Percentage of options in Campaign Setup when billing by Campaign Budget. When this option is selected, the Group ty Billing Item checkbox is enabled on the Billing Worksheet Settings.
Added Default Campaign Estimate Type to the Transaction Preferences under Estimates. The Campaign Estimate Type will continue to default to By Service Only unless you set a different default.
Added the 'Remaining to Bill' and 'Expenses are not Included' to the Campaign Billing Schedule.
Added the display to indicate an Advance Invoice when the row is collapsed on the Campaign Billing Schedule.

Deliverables
If the Deliverable was either Approved or Rejected, all other approvers will be labeled as 'not required' on the Deliverables Round page if the Deliverable is not flagged as 'Everyone must review'.
Added a Deliverable System Setting to show the newest round on top in the Review Rounds tab on the Deliverable.
Fixed some issues with the highlight and cross out tools not always working on deliverables for various reasons.
Fixed an issue with some selected fields not changing on the Deliverable board mass update.

Estimates
Fixed an issue with the alignment on the Projects > Estimate > Labor Summary.
Fixed an issue on Estimate Edit screen where the More button is pushed off the screen when the estimate name is too long.

Project Manager - Today
Added Percent Complete and Assignment Comments fields to the Assignments Due but not Done screen.
Fixed an issue with Conversations not opening from the Today pages.

Project Requests
For Project Requests the right to Add New Request will now control the ability to Copy requests and Edit Existing Requests will control the ability to Cancel and Resend requests.

Projects
Corrected the update of the project financials after entering expense receipts and vendor invoices.
Fixed an issue with the misc. costs missing from the Total Gross calculation on the Project Production Dash screen.

Schedule
Redesigned the Gantt printing to more closely resemble the Gantt displayed on the screen.
Made changes to the Daily Project Reschedule to help clients in different time zones.
Moved the "Show Tasks with Completed Predecessors Only" option to the Display Options on Schedule Edit.

ToDo Board
Fixed multiple replies on To Do's not working correctly.

Resource Manager
Assignment Management
If you are handing off a Task and you are in the same Security Group the status will remain the same and not reset to the default status.
When clicking on the Task Card in the Assignment Management screen, added an option to Show All Conversations for just this task to the Conversations tab.

Traffic Calendar
Made the task edit page from the Assignment Views and the Traffic Calendar remember your selection to hide or show assignment buckets.

Billing
Billing Today
Added Master Worksheet ID to Billing Today > Billing Worksheet views.

Billing Worksheets
Fixed an issue in the Billing Worksheet Settings that did not properly save changes to the Terms.
When approving (or unapproving) a T&M Billing Worksheet that is on a Master Worksheet, the Master will now reflect the new status without having to refresh.

Client Invoices
There is a new Client > Billing setting: Add Top Project Line. When this is checked on, the Top Project Line option is checked on in the Billing Worksheet and the client invoice includes a single line for the project and its billing amount.
There is now a Copy Line feature on the Client Invoice Edit screen. When the row is collapsed a copy line icon is shown. The new line is inserted directly below the original line. Not all details are copied. Update as needed.

Mass Billing FF Campaigns
Mass Billing > Fixed Fee Campaigns now offers a checkbox Add Top Line (Service/Item Only) on the Generate Invoice panel.

Retainers
You can now update Services and Items on multiple Retainers using the Retainer > Views > Update Retainer Fields feature.

Purchasing
Credit Cards
The Credit Card Charges edit screen Expenses tab now separates orders and expenses paid on that charge.
Corrected an issue when attachments on credit card charges were reinstalled after the voucher was deleted.

Credit Card Connector
When linking Orders on the Credit Card Connector, you can now link several charges to the same order and line.

Payments
Fixed an issue in check printing when using Multi-Company Payments that did not set the correct next check number.

Purchase Orders
Fine-tuned the alignment on the header section of the printed Purchase Order.

Purchasing Today
Users with the Set Platinum System Settings security right, can now access the Print Check Setting from Purchasing > Today more menu.

Request for Quote
For clarification, the wording on the vendor quote screen has been changed to Submit instead of Complete.

Accounting
Account Reconciliation
Fixed issues on the Account Reconciliation when creating transactions imported from a file.
Fixed an issue with Account Reconciliations that displayed an error when clearing Deposits that include a Bank Fee.

Accounting Today
The 'Select Invoices to Pay' Security Setting: Add and Edit payments is now applied correctly on Purchasing Today and Accounting Today.
Corrected an issue where the WIP Posting Report did not show the total line on the screen.

Admin/Manager
Estimates / Invoice Layouts
The Estimate / Invoice Designer Settings screen now has a button to hide details and expand the Billing Item / Service section to make drag and drop easier.
The Estimates and Invoice Layouts now support showing only the First Start Date and Last End Date for Insertion and Broadcast orders within the subsections. Set the Start Date summary function Min. and the End Date summary function to max. On the subsection component click Hide Detail Line. You will need to remove the component from your layout and reselect it to see the new options.
The Estimates and Invoice Layouts the IO table now supports printing the Insertion and Broadcast Dates. You may need to remove the component from your layout and reselect it to see the new options.
Estimates / Invoice Layouts: There are now 3 subtotal options within the Properties for a Grouping Field: Subject plus Subtotal, Subtotal Only and Hidden. You may need to remove the component from your layout and reselect it to see the new options.
Fixed an issue that caused an error when billing a Project by Task when the Task Description contained more than 6000 characters. Also allowed more than 4000 characters of the Task Description to appear on the printed Invoice.
You can now set up ACH details for Cash Accounts on the System Setup > GL Account as well as on Purchasing > Checks to Print.
Fixed an issue on GL Tracking Options when trying to save the checkbox for "WIP Vendor Invoices As Revenue" and the dropdown fields for 'Media Invoice (Income)' and 'Production Invoice (Income)' are missing.

Import Data
You can now import Campaigns into Platinum

Integrations - API
Added an attachments endpoint to the API.

Labs

Vendor Invoice
There is a new streamlined version of Add Vendor Invoice that you can try by turning on the System Setting > WMJ Labs > New Add Vendor Invoice option. This version removes all of the allocation details from the Add screen.