25.10.19.0000 (Oct 2025)

Release Detail For 25.10.19.0000
Admin/Manager
Import Data
Added Company Address Name to the client, company, and vendor imports

Billing
Billing Worksheets
Corrected an issue where the billing Master worksheet did not respect the order of the Child worksheets as shown on the screen when generating the invoice.
When the Trans Pref for Client Invoices is set to be approved by the Project PM, the invoice approver is now the logged in user when the Invoice is generated from a Master BWS.

Mass Billing - Media
Fixed the defaulting of the IO and BO check boxes on the Mass Billing - Media search options.

Retainers
Now defaulting the Office set on the Client on to new Campaigns and new Retainers.

Creatives
Today - Creatives
From Today - Creatives when you click on the meetings on the right screen will now default 8 hours for all day meetings.

Everyone
Calendar
Made performance improvements in calendar recurring meetings.
Fixed an issue where Recurring meetings weren't displaying on the Today pages.

Conversations
Added a "Load next 50 conversations" link to the conversations on all the Today pages.

Expense Reports
Added the Expense Report ID to the subject on the Expense Report notification emails.
Now allowing the back up approver to access the Expense Report details.

Reports
The General Ledger report now has a "Show in GL Co Currency" when running for a GL company with a currency different from the home currency.
Added fields Project Labor Gross, Project Outside Costs Gross, Project Inside Costs Gross, Project Total Costs Gross and Project Total Gross to the Project Budget Analysis report. This will show the project's entire value for the column, regardless of the transaction date.
Added Ordinary Income row to the Client P&L Detail report.
Added Campaign ID and Campaign Name to the Billing Worksheets View and Dataset.
Added the PO line custom fields into the Project Transactions views and the Project Cost transaction datasets
Added the Billable Rate to the Task Assignment and Task Assignment Weekly datasets.
Added Campaign Account Manager Email and Project Account Manager Email to the Project Level Data and Project Summary Data dataset.
The Client P&L (Multi View) has been modified to now include child companies that only have a revenue invoice within the selected date range.
Added Billing Group from projects to the filter on the Project Budget Analysis Report.
Fixed an issue where Campaigns that are not linked to any Projects were not displaying on the Campaign Budget Analysis Report.

Integrations
API
Added a new search zap where users can search by Opportunity Name and Opportunity Company to see if it already exists.
Added taskUserKey to the "Task Assignment Data" dataset when calling the api

Avalara
Instances using Avalara now have a new Billing Option: Override Lower Level Avalara Tax Codes. When this option is turned ON at the project level, you are required to enter an Avalara Tax Code. All client invoices for that project will use the project tax code for tax calculations.
Corrected an issue with the Payment Applied link on Avalara client invoices.

Email
Added $Team to the Conversation Email To list.

Media
Media Traffic
Added Multi-Currency to MediaPlan Orders and Vouchers.

Project Manager
Dashboard
Fixed an issue with the project snapshot widget not allowing the user to click through to the invoices.
Added Next Steps, Status Notes and Client Notes to the Project Details Widget.
Fixed the Primary Contact edit button on the Project Dash.
Fixed an issue with the view all deliverables button in the Project Deliverables widget not working.

Files
PDF files will now open in a new tab instead of downloading.

Projects
By popular demand Billing Schedules are once again allowed to be edited or deleted after the billing schedule has been invoiced.

Purchasing
Vendor Invoices
Adjusted the Vendor Invoice edit screen where it was showing a random '1' in the top header section.

Vendors
Vendors now show and be able to have their ACH Enabled field selected without entering bank information, even when the setup for generating an ACH File has not been activated. This will allow the Select Invoices to Pay screen to use the ACH Enabled filter.

Salesperson
Opportunities
Added the Billing link to the Opportunity Project dashboard.
Added Active checkboxes to the Opportunity Stage, Status and Outcome setup.