25.6.15.0000 (Jun 2025)

Release Detail For 25.06.15.0000

Accounting
GL Transactions
Updated the GL posting to include the foreign currency when an invoice/voucher credit memo is created which causes a gain/loss.

Journal Entries
Fixed an issue with the Journal Entry when creating a new journal entry in a foreign currency that is the same as the Journal Entry currency.

Admin/Manager
Employees
Now limiting the Employee Notifications to only the GL Company(s) employees have access to if GL Company Access Restrictions is enabled.

Integrations - API
GL Company is now available for Create and Update Opportunities in Zapier.
Fixed issue with the creditcardcharges endpoint when the caller fails to pass in the details object.

Integrations - Avalara
Moved Avalara integration out of beta and into labs.

Integrations - Credit Cards
When processing credit card payments from a Client Invoice view, the approved amount is now added to the System Log.

Integrations - Email
Added Office/M365 OAuth authentication for SMTP outbound emails.
Added the ability to track a Submitted By user when it is different from the Created By user. The Submitted By user will now receive reject and approval emails for: Estimates, Purchase, Insertion and Broadcast Orders, Expense Reports, Client Invoices. The Submitted By user only receives reject emails for Timesheets, Vouchers and Credit Card Charges.

Billing
Billing Worksheets
Fixed an issue applying advances in Billing Worksheets that sometimes caused an incorrect overapplied error message.

Retainers
Added the ability to add attachments on Retainers.

Everyone
Mobile
Fixed the Notes page to work on Mobile.

Notifications and Approvals
Fixed an issue where Backup Approval items were included in the count of items to approve Bell regardless if the system setting was checked.

Reports
Added the Campaign Budget Analysis Report.
Added Campaign Custom Fields to the Billing Data and Transaction Detail Data, Billing Transaction Detail Data and the Billing Transaction Detail Data with COGS reports.
Corrected an issue with the Sales Tax Analysis report where client invoices with multiple expense rows would appear on the report multiple times when using Avalara.
Added "Allocated Assignment Gross" to the Task Assignment dataset.
Added the ability to print the selected Metrics Monitor you are viewing.
Added Paid by Client field to the Vendor Invoice Data Report.
Added Parent Client ID and Parent Client Name to Budgeted Revenue dataset.
Added Task Duration Days to the Estimate Details Data Report.
Updated the Sales Person field in the Opportunity Activity Data report to be used as a filter.
Corrected the Account Manager filter on the Campaign Profit & Loss (multi view) to check the campaign's account manager.
Corrected the AP Aging so users without GL access do not see vouchers for other companies.

Project Manager
Project Requests
Removed the Resend Request option from Project Requests when the request definition has been made inactive.

Projects
Now showing the latest reply instead of the original message on Conversations for the Project Dash and Assignment Detail from Today-Creative.
Corrected an issue with the Project Snapshot not picking up all expenses when calculating Overhead Allocation.

Schedule
The Timeline Segment colors will display on the Gantt charts for the Summary Tasks.

Spec Sheets
Fixed an issue in project Spec Sheets where you couldn't edit the spec sheet after saving it without a refresh first.

Purchasing
Credit Card Connector
The Credit Card Connector import has been modified to allow the GL Company and Expense Report items to be imported. It also checks the GL Account for the assigned GL Companies.
The Credit Card Connector screen will now show attachments even if the record is processed, but if the record has been processed then it hides the delete attachment button.

Resource Manager
Staff Schedule
Added a Task Priority Any Of option to Project filter options of the Staff Schedule.
Fixed an issue with the Hide Zero Hour Task option in the Staff Schedule week detail view not filtering out all the zero hour tasks in the date range selected.

Traffic Calendar
Fixed an error when emailing Traffic Calendar Hot sheets if the Traffic Calendar had a space in the name.
Added an option when printing the Traffic Calendar Hot Sheet to remove the campaign segment filter if the client does have campaign segments.

Salesperson
Opportunities
Added the "Anyone Allowed to Charge Time" option the setup of Opportunity projects.
When adding a new conversation on an Opportunity, added the All Day Activity check box, Start time, End Time and the Reminder drop down when you click "show More".
Added an Any Of filter option to the Account Manager Name field in the Opportunities Views.