25.07.20.0000 (Jul 2025)

Release Detail For 25.07.20.0000

Accounting
Financial Budgets
The Financial Budget import now supports exporting and updating the budget through the import.

Journal Entries
When the entry is getting an exchange rate, prevent saving until the exchange rate has been returned.

Revenue Forecast
Added Account Manager (any of) as a filter item when creating a new revenue forecast or updating an existing one.
Added a warning message when deleting a Revenue Forecast worksheet.

Accounting - Today
Accounting - Today > Items Needing Attention > Scheduled Transactions no longer shows inactive items. To see inactive items use a Scheduled Transactions view.
Acccounting - Today > Items Needing Attention the Unapproved Transactions and Unposted Transactions will now use the Invoice Comment for Client Invoice Descriptions, Check Memo for Payment Descriptions and Header Description for Receipt Descriptions and Vendor Invoice Descriptions.

Admin/Manager
Admin/Manager - Today
Added system logging for when someone makes a Client, Company or Vendor active or inactive.
Updated the Reject button on the Timesheet Views mass update to be Red instead of Green.
Added a new System Setting on all the Today pages to Display Time Entry Comments.

GL Accounts
Show the Default GL Company option for credit cards on the GL Account screen when it's set up as a Plaid account.

Integrations API
Fixed issue with resubmitting activities from the Web Hooks Queue.
Added rootActivyKey, parentActivityKey, and dateUpdated to the conversations endpoint when you search by projectNumber

System Setup
Added a new right to 'Delete a Specification'.
When adding a new Service we will now add the Hourly Cost along with the Service to all the Rate Sheets.
Fixed an issue that prevented Segment Description from showing in the Description field on the lines of a designer Estimate Layout.
Corrected an issue where it was showing the authorize.net screen when testing the connection on the System Setup > Connections > Avalara screen.

Billing
Client Invoices
Added a BCC field to mass emailing of Client Invoices.
Added a more menu > System Setting on the Apply Advance Billings screen
Fixed an issue with the column headings in Invoice lines that prevented the column widths from being changeable.
Corrected the alignment on the "Page: X of X" at the bottom of Client Invoices.

Clients
Added functionality to copy the Key People from the Client when adding a New Project.
Fixed the Service Rate Sheet not clearing out when you change the Get Labor Rate from field in Client Update Multiple.

Receipts
Moved the Target Company input field back to where it was a couple of months ago (After class and before Currency).

Creative
Creative - Today
Added assigned user Avatars to the Creative - Today page cards.
Changed the Tile View on Today Creative and Assignment Management so that the Completed column will drop off task assignments based on the Actual Complete Date during that week.

Everyone
Calendar
Modified the Meeting edit screen to disable the Organizer if the meeting has been submitted for approval.

Global Search
Added a date field to the global search. This limits the display items that have a date added equal to or after the date entered.

Expense Reports
Added a Copy Expense Report option under the More menu of Expense Reports.

Mobile
Corrected the Voucher edit screen, in mobile, to show the commission label.

Notifications and Approvals
Added "Preview Security" section to the user Avatar screen > Default Settings where admins can change their security group to see how it affects other users access.
Meetings To Approve in the Notification Bell will now show meetings in the past.
Corrected an issue with items in the Notification Bell not requiring Approval or Rejection Comments when they were required.

Reports
Updated the Billing Transaction Detail dataset to default the Billed Comments field to the Billing Comments and if that is not available use the Purchase Order Detail Long Description field.
The screen now displays the option for "Subtract costs before allocation" in the PDF/Excel when you have Show Search Conditions checked in the Client P&L and the Project &L Reports.
Added Opportunity ID to the Opportunity Spec Sheet Data Report.
Added lookups for Line Client ID, Line Client Name and Line Client Full Name in the Vendor Invoice Data Report.
Added Task Actual Start Date and Task Actual Completion Date fields to the Estimate Details Data Report.
Added Office as a grouping option in Project Summary Scoreboard when using the Completed Project Details option.
Added a Refresh button to the Campaign Budget Analysis report.
Added Any Of to GL Company filter options on the WIP Analysis Report.
Correction has been made on the Vendor Invoice Data report for the Date Paid column when a Vendor Invoice Date is paid by a Credit Card.

Media
Broadcast and Insertion Orders
There are new options for printing Insertion and Broadcast Orders on Transactions Preferences > Media.
Corrected an issue with approving some Insertion and Broadcast Orders.

Project Manager
Projects
Changed how the saving on the Project Production Page works so it does not overwrite changes from other users.
Added Office as a column in the Project Manager projects page.

Project Manager - Today
Added Billing Manager field to the Transactions Views.

Transactions
Added the Purchase From field to the Transaction Views.

Purchasing
Payments
Added ACH Advanced Options for alternate file origin and destination.

Purchase Orders
Fixed an issue with approving some Purchase Orders.

Request for Quote
Fixed an issue with the Vendor Quote print where the Due Date was overlapping the Due Date.

Vendor Invoices
The Office lookup is now shown without having to click show more when adding Vendor Invoices without having to click show more.

Resource Manager
Traffic Calendar
Corrected the indenting of Tasks on the Traffic Calendar.

Salesperson
Opportunities
Added an "Opportunity Projects Non Billable" check box to the Project Transaction Preferences that will be checked by default so it works like it does now.