25.05.18.0000 (May 2025)

Release Detail For 25.05.18.0000

Accounting
Account Reconciliation
Account Reconciliation auto matching of transactions on file uploads will now allow for a larger date discrepancy when trying to match the reference string.

Financial Budgets
Financial Budget screen will remember the last selected tab Revenue or Expense

Revenue Forecast
Added Expand All / Collapse All under the More button on the Revenue Forecast.
On the Revenue Forecast you can now add columns Client Campaign Number and Campaign ID for projects linked to campaigns.
The Total Budget column on the Revenue Forecast has been corrected to include Estimate Change Orders.

Admin/Manager
Employees
Excluded Inactive users from being added automatically to Conversations.

Billing
Billing Worksheets
Added the Posting Date as an available column for the Billing Worksheet Marked as Billed and Write-off listing.
Added Project Custom Fields to the Billing Worksheet views.

Clients
The History section on the Client screen has been modified to include YTD sales, Total Sales and Unpaid Balance.

Mass Billing - Fixed Fee
Added the Project Billing Status field as a column on the Mass Bill - Fixed Fee screen.

Everyone
Notifications and Approvals
Added Meetings to Approve to the Items To Approve daily email notifications.

Reports
Added Project Manager field to the Contacts View, the Company Contact Data (Custom Fields From the Company and Contact) and the Company Contact Data with EIN reports.
Added Opportunity ID, Opportunity Name, Opportunity Outcome, Opportunity Next Steps, Opportunity Stage, and Opportunity Status to the Time Detail Datasets.
Added an Any of Campaign Filter to the Client Statement Report.
Added Media Plan ID and Media Plan Name to: Broadcast Order Data, Insertion Order Data, Order Detail Data, Order Detail Accrual Data, Vendor Invoice Data and Vendor Invoice Data w Custom Fields.
Media Billing and Media Details reports now offer Media Plan Full Name as a grouping.
The Accrued Order Detail now offers Media Plan Full Name as a grouping.
The Billing Transactions Detail Data with COGS report shows Media Plan ID and Media Plan Name for billed media orders.
Added Project Team Name as a field option to the Project To Do Items dataset.
Add Billing Group to the Estimates view, Estimate Data Report and Estimate Detail Data Report.
Added Do Not Post WIP to the Project Cost Transactions with Open Orders dataset.
Added a new Exclude Contractor filter to the Billable Summary - Hours and Billable Summary - Dollars reports.
Corrected an issue on the Client Statement with the 'Show Project/Campaign Full Name' option.
Fixed an issue with the Campaigns not showing on Campaign Item/service report.
Added Order Line Order Header Description field to the Vendor Invoice with Custom Fields Dataset and the Vendor Invoice Dataset.
Fixed an issue on the Campaign P&L Multi View when running for a specific Parent Company.
Added the Line Division Name and Line Division ID to the Vendor Invoice Dataset.
Corrected the Scheduled Billing Worksheet report to show GL Company and Group Cost by.

Project Manager
Billing
In Fixed Fee Project and Mass Billing, transactions that are Marked as Billed will now have their Date Billed set to the Invoice Date.

Campaigns
Fixed an issue with Campaign Conversations not showing in the Email Log.

Deliverables
Added an option to the Deliverable Round Edit Step page to "Continue approval process on rejection". This will move the deliverable onto the next person or review step depending on your deliverable send options if it is rejected. The new option was also added to the Deliverable Type Approval Process Setup so you can set this to auto select when creating new Deliverables for specific Deliverable Types.
Fixed an issue on Deliverable To Dos where it displayed an error saying that no users were assigned to the task when a user was selected.
Fixed an error when trying to upload a very long URL to a Deliverable.

Estimates
Project Name and Segment Name are now available in the expense breakdown box in the footer of an estimate layout.
Expense items with a zero quantity will no longer print in the expense breakdown box in the footer of an estimate layout.

Files
Honor the Show Thumbnails system setting in the project files screen. Changed how we create thumbnails for PDFs to account for an error in some PDF conversions.

Project Requests
Added a new Email Notification when a Project Request is Cancelled that will be triggered if they have the Transaction Preference to "Send notifications to notify users when request is sent for review or cancelled". Added the ability to change the Email Subject on the Project Request Def for cancelled requests.

Project Settings
Fixed an issue on Project Settings where clearing the Start Date caused an error.

Projects
Made changes to improve performance when updating the Project Status on multiple projects from the Project Views.
Added Office as a grouping option to the Project Dash.
Added an Office filter to the Project Dash.

Schedule
Fixed an issue with the Allocated Hours Gross field not updating when the Allocated Hours field is changed on the schedule.

To Do Board
Added the ability to add Attachments to new Comments on To Dos.

Purchasing
Credit Card Connector
The CSV import on the Credit Card Connector now supports updating existing items when referencing the same FITID number.
The CSV Import for the Credit Card Connector now imports the Item and will update the associated Expense Account.

Payments
You can now enter an 'Email ACH Info To' address on Vendors > Purchasing > Payment Options without checking the ACH Enabled checkbox. This allows emailing ACH payment information from the Print Checks screen.

Resource Manager
Staff Schedule
Changed the Client field to an Any Of in the Staff Schedule project filter options.
Fixed an issue with inactive Services showing on the Staff Schedule.

Traffic Calendar
Fixed an issue on the Traffic Calendar where some tasks weren't displaying.