21.08.15.0000 (Aug 2021)

Release Detail For 21.08.15.0000

Everyone
Calendar
Fixed an issue where other people's calendars sometimes did not sort correctly on the day view of the calendar.

Conversations
Fixed an issue with the ability to download attachments from the project diary and thread. Also fixed an issue with the page jumping when you try to click the gray bar.

Integrations
Google Calendar Sync
Allow new time entry on subscription based calendar events in the Today page timeline. The Project, task and service must be selected to save.

Strata
Fixed a problem with unaccrued print orders during StrataLink Sync.

Reports
1099 Reports (Form & Detail) now include the option to exclude VCard and ACH payments.
Added tooltip to Client P&L Multi for the Ordinary Income field.
The Department and Office filters have been corrected on the Billable Summary report.
Added Team Name to the System Log Dataset.
A Paper Receipt (Yes/No), and the Attachment Count columns have been added to the Expense Envelope Detail dataset.
Added Vendor Full Name to the Estimate Detail Dataset.
When creating a new Project P&L Multi, changed the name of "Curr Budget Budget" to be "Curr Total Budget"

Timesheets
Time entry is now preventing the editing of hours on Timesheets until the initial save is complete.

Creative
Creative Today
Added the Assignment Status as an available column option of Today - Creative grid view.
Added Assignment Status as a Group by option to the Today-Creative display options, this will apply to the card and the grid view.
Added the Assignment Status name as a clickable link to the Today - Creative grid view to the right of the star when expanded. When clicked it will open a fly out panel where you can change the Assignment Status.
Modified the Project Request and Creative Today Conversation feeds to speed up performance.

Salesperson
Client Portal
Removed the Preview Client Portal option if the contact is a full user.
Fixed an issue with the Preview Client Portal option showing different sections than if you view the Client Portal as the user.

Project Manager
Budget
Fixed an issue with the field descriptions being cut off on the Project Budget screen.

Campaigns
Added the ability to Add and Edit Column Sets on the Campaign Schedule.
Added a search box to the Projects and Segments screen of a Campaign.
The Billing Schedules view now supports Campaign schedules.

Deliverables
Fixed an issue with the Deliverable board not always showing the correct Completed status when dragging and dropping deliverables to a different status.

Project Requests
Fixed an issue with Spec Sheets duplicating on a Project Request.

Schedule
Added the Quarter to the Year display in month view for the Gantt.

Spec Sheets
Spec Sheets with the most current date updated or added will be auto selected when opening the Specs from the Project Dashboard when not in grid mode.

ToDo Board
Fixed an issue where To Do reply emails had an invalid link and could not open the edit page.

Resource Manager
Staff Schedule
Added Hours Per Day column to the All Details Excel print option of the Staff Schedule.
Fixed issue where meetings from a subscription URL could not be viewed from the Staff Schedule detail.
Fixed an issue with the GL Company selection of the Staff Schedule not displaying All-All when a selection was cleared.

Traffic Calendar
Change the Assigned to Service lookup to an Any Of filter in the Traffic Calendar.

Billing
Billing Worksheets
When editing worksheets on the Billing Worksheets Ready to Create Invoices screen, you can now generate the invoice from within the worksheet.
When generating Billing Worksheets, Client Division and Client Product are now search criteria. Select a single client for the division and product fields to be displayed on the screen.
The Billing Worksheets for Approval list will no longer jump to the bottom of the list as worksheets are approved.
Fixed an issue when generating a Campaign Fixed Fee billing worksheets and there are campaigns for overhead clients.

Client Invoices
A warning will now be displayed when changing the AR Account on an Invoice that has posted Receipts applied to it.
When Trans Pref > Projects > Show Project Manager is ON, a new Trans Pref > Client Invoices > Default Approver is offered, PM from Project on Header. When this option is selected, the Project Manager is set as the invoice approver.

Clients
Added a Forecast as Fixed Fee checkbox on the Client > Billing Defaults. The checkbox is only displayed when the Billing Method is 'Time and Materials'. When new projects are added and the checkbox is 'On', the Project Billing Option is defaulted On.
Added an Any Of field under the project defaults section of the Client called Estimating Services. Selected services will override the Estimate Services set on the Project Type. When nothing is selected on the Client, then it will use the Estimating Services set on the Project Type.

Dashboard
Pie Charts for negative amounts are no longer shown.

Billing Today
Fixed issue with Media items to bill when the task ID is longer than 27 characters.

Purchasing
Credit Cards
Plaid or the Credit Card provider changed the structure of the accounts from one primary and several sub-accounts to a separate account for each original sub-account.

Payments
Added an Alternate File Origin ID option for ACH files.

Purchase Orders
The Project column on Purchase Order entry is now sortable.
When you copy a Purchase Order the Description and Notify list of users are copied to the new order.

Accounting
Account Reconciliation
Fixed an issue in Account Reconciliations where when the top level checkbox is used to deselect all items, no other selections would be saved.

Admin/Manager
Employees
Added Any Of option to Default Service and Security Group fields on the Employees Views and Employees Dataset for custom reports.

Import Data
The Opportunities Import now supports 300 characters in the Next Steps field.
Fixed an issue where the Item Rate Sheet was not populated when the "Get Markup from" is set to Item Rate Sheet on the Project import.
Updated the Project Import to allow for employees to be primary contact when the Trans Pref > Projects > "Allow an employee to be the primary contact on a project" preference is turned on.

System Setup
Designer Invoice Layouts will now have subtotals available for Balance Forward by Task fields
Fixed an issue with designer Layouts that was causing some values such as Decimal Places to save and display incorrectly.