21.07.18.0000 (July 2021)

Release Detail For 21.07.18.0000

Everyone
Conversations
When adding a Project to a Conversation that has replies, the replies will now get linked to the Project as well.
Added Conversation Type back to the Project Conversation Emails.

Expense Reports
The timestamp on submitted/approved Expense Reports will now show the correct local time (instead of UTC)

Mobile
All Percent Complete values will now show in the Percent Complete list for mobile.
Modified the page 'Billing Worksheets to Approve' to recognize the mobile format.

Notifications and Approvals
Made changes to properly process links from emails where the email client is adding a ">" character to the end of the link.
Fixed missing weekend in approvals week view.

Reports
Fixed an issue when pivot tables are exported to Excel, empty cells were formatted as text rather than numeric which resulted in calculation errors in Excel.
When available GL company logos will now print on the Account Reconciliation, Journal Entries, Specifications and Billing Worksheets.
Added the Notes field as an available column option to the Calendar dataset.
Bank Account Number and Bank Routing Number fields from the vendor record have been added to the 'Company Contact with EIN' dataset.
Fixed an issue with some Google Financial results that created blank rows.
Modified the Balance Sheet and Corp P&L Google Financials to support multiple GL Companies.
Fixed an issue with the Time Detail Data reports not pulling data for blank User Titles if they were using the filter Does not contain.
Corrected an issue with the Corporate P&L drill-down not honoring the classes selected.

Timesheets
Fixed an issue with Default Project Touched Today not showing in the Time Sheet Day View depending on the clients time zone.

Creative
Creative Today
Adding Due Date to Today - Creative Assignment To Do Settings grid options.
The Deliverable Name will now auto fill when entering time from the Today - Creative Assignment Details Deliverable tab.
When you set a To Do to a completed status the Today - Creative page will now show the updated count.

Salesperson
Client Portal
Added Project Description to the project detail panel on the Client Portal.
Fixed an issue with not being able to Resubmit Rejected Project Requests.
Fixed an issue with the Copy project request option not showing on the Client Portal.

Opportunities
Added the field Stage Name Only to the Opportunity Views.

Project Manager
Dashboard
Now showing the Project Status on the Project Dashboard for Closed Projects.

Deliverables
Added a Today’s Schedule link to the Deliverable Board that gives you a Timeline flyout panel similar to the Today Pages where you can view meetings, time entries and running timers.
The Due Date will turn red on the Deliverable Board if it is on or before today.
Fixed the time stamp for the Date Sent field in the Deliverables listing.

Estimates
The Estimate Delivery Date will no longer default to today's date. The field will be left blank until filled in by the user. Go to New Estimate > System Settings > Require Delivery Date to make the date a required field.

Project Settings
Fixed an issue with adding Services to Team members when using GL Company Access Restrictions.
The Billing Schedule billed amount will now reflect the project portion for invoices billed by Client.

Schedule
Now defaulting the Constraint Date to the task's Plan Complete Date when the constraint is set to Must Finish On.
Fixed a Schedule autosave issue where New Assignments sometimes don't save if a new Task hadn't completed saving yet.
Fixed a schedule issue when deleting detail tasks and the old summary task not changing to a detail task.

To Do Board
Added Type Name as available field column to the To-Do Board grid view.

Project Manager Today
PM Today > Projects with schedule warnings view now shows the Project Status.

Resource Manager
Staff Schedule
Fixed an issue with the Staff Schedule detail page not using the Max Week/Day Hours set.

Traffic Calendar
Added a new Summary Task Name column to the Traffic Calendar grid view.

Billing
Billing - Mass Billing
The setting for 'Mark All Transactions as Billed' is now retained for Fixed Fee Campaigns and Project billing.

Billing - Mass Billing Fixed Fee
Projects linked to Campaigns set to bill the campaign budget no longer appear on Mass Billing Fixed Fee and Time and Materials.

Billing - Mass Billing Media
Mass Billing - Media now offers the ability to display One Line Item per: Project then billing item and item, when the One invoice per is set to either Parent/Client or Client.

Billing Worksheets
These columns headings have been changed for clarity and consistency:
Billing Worksheet Transactions
1. Existing "Description" column was changed to "Vendor/Person"
2. The "Transaction Comments" column was added - this displays the comment that is set on the transaction line (for example: Standard Description on the IO line)
3. On the expanded transaction row "Worksheet Comment" has been changed to "Edit Comments". This will now match the label on the collapsed row.

Client Invoices
Client Invoice will now respect the GL Tracking option to Require GL Account

Project Billing
These columns headings have been changed for clarity and consistency:
Project Billing Transactions Screen
1. The column label "Description" was changed to "Transaction Comments". This was already in the System Settings as Transaction Comments.
2. When the transaction row is expanded the label was "Description" it has been changed to "Vendor/Person"

Purchasing
Credit Cards
Users will no longer be able to change the GL company on a Credit Card Charge after it has been posted.

Purchase Orders
Projects > Estimates > Expenses > more > Create Order screen now shows Net and Gross totals for selected items. Task and Net columns were added. and the Headings no longer slide off the screen when there is a long list.
Projects > Add a Purchase Order > Expenses tab now shows the task. In addition, the Task filter allows you to select multiple tasks.

Vendor Invoices
Station/Pub has been added to the System Settings to be displayed on the Vendor Invoice Lines for the vouchers that have IO/BO orders.
The Vendor Invoice add screen will now create a detail line when entering an item or expense for an amount less than a dollar.

Accounting
Revenue Forecast
Corrected an error where Fixed Fee Projects, with a billing schedule but without tasks, were not included on the Revenue Forecast.

Admin/Manager
Custom Fields
Custom Fields will now only show in the column options for reports and views if they are actually set to be used in the current layout of custom fields.

Employees
Added Default Culture to the Employee List and view and added the ability to mass update the Default Culture.
Added Require Minimum Hours Per Day to the Employee mass update.

Import Data
The Client import now correctly imports products. Use a semicolon delimiter for multiple products.

Integrations - API
Fixed an issue with extra characters at the end of an API call.
Added update function for the Campaign API.
When using the update Company trigger in Zapier the test company record was only returning the company. To assist with Zap setups we've modified the test company call from Zapier to include all the information.

System Setup
Users with the right to Edit Time Sheets and Expense Reports for anyone can now use the Global Search for Expense Reports.
Changed the 'Edit Accounting Information' system right to 'Edit Client and Vendor Accounting'.
The long description of the right is now included in the search for the System Setting Rights.
Updated the Designer Layouts to handle Custom Fields in excess of 8000 characters and some non-print characters that prevented data from printing.
Increased the width of the Date column on the System Setup -> Connections -> Credit Card -> Plaid Preview Transaction screen.
Made the error messages more descriptive when trying to delete a Department that is linked to a Service.
The Scheduled Reports > Email process has been modified. The Email Log will have an entry for each address. When the email is received all the addresses are grouped and shown as recipients on the email. This allows all recipients to be included when using the Reply to All function.