21.09.19.0000 (Sept 2021)

Release Detail For 21.09.19.0000

Everyone
Calendar
Fixed an issue where popup calendar reminders didn't always display.
Added caching to blockout days in order to improve performance of screens such as the Staff Schedule and Assignment Management.
Fixed the Check/Uncheck issue of checkboxes on the Calendar's Display Options.

Conversations
Corrected an issue with the new Email To feature when Transaction Preference "Use Drafts with Conversations" is on.

Mobile
Fixed an issue with not being able to access the Subscription Tab on Projects via Mobile.

Notifications and Approvals
Added a new Daily Notification to Employee Notifications and Transaction Preferences Daily Emails called Items to Approve. This will notify you on the day and time set, what items you have to approve in your notification bell.
Fixed an issue with the Daily Task Reminder Email showing duplicate Open To Dos.
Corrected an issue where an Expense Report is approved and 2 email notifications were sent.
Project Type has been added to the New Project Email notification.

Reports
Added Is My Department and Is My Office to Reports. This will be the person running the report Office or Department that is set on Employee setup.
You can now drill into Retained Earnings on both the Trial Balance and Balance Sheet.
Added Campaign Budget Columns to the Campaign Profit and Loss (multi view) report.
Added Project Name to the Project Number column and a new column, 'Payment Amount Applied' to the Advance Billing dataset.
Client Account Manager has been added to the Project View and the Project Summary dataset.
Added column "Curr Total Budget wo Tax" to the Project Budget Analysis report.
Added Constraint Date to the Project Task Dataset.
Corrected an issue which prevented Custom Field filters from working with Select and Any Of lists in Custom reports.
Fixed an issue where Pivot Table headers occasionally disappeared when scrolling vertically.
Fixed an issue for Views that prevented certain Report Option Criteria from displaying on the Scheduled Reports panel.
Added a lookup filter when using Equal to for Predecessors Completed field in the Project Task Data dataset.
Added the EBITDA (yes/no) column to the GL Transaction Detail dataset to be also used as a filter.
Changed the name of the custom report Time Detail Data to "Time Detail Data (with Labor Net)"
Fixed an issue in the Billing Worksheet report that used the Estimate Net amount for both Net and Gross in the grouping summary.

Timesheets
Fixed an issue when moving from daily to weekly timesheets not created correctly.
Fixed an issue with a New Timer not Requiring the Project when you stopped the timer.

Salesperson
Client Portal
Added the Project Status under the Project Details once you drill into a project on the Client Portal.

Contacts
Added filtering by Company to the 'Remove Contact Duplicates' screen.

Opportunities
Added a Close Project and Opportunity on the billing tab of the Opportunity Project. This will close both the Opportunity Project and the Opportunity connected to it.

Project Manager
Billing
Added the option to bill only posted vendor invoices on Project > Billing and Mass Billing Time and Materials.
Fixed an issue in Project Billing that did not correctly apply the Display Options from the selected Layout.

Campaigns
Added a Show Only Active / Show Inactive toggle to the Campaign Project and Segments screen.
Fixed an issue with printing the Schedule Gantt to Excel for Opportunities and Campaigns.
Added a Hide Completed Tasks checkbox to remove completed tasks on the Campaign Schedule page.
Corrected the Campaign Billing > Mark all Transactions as Billed setting.
Added 'Project Manager' to the Grouping selection under the 'Display Options' of the Campaign Dash screen.
Fixed an issue where Project % Complete was not showing on Campaign Schedule screen.

Dashboard
Added Allocated Hours field to the Project Dash.
Added options to Print Project Description, Custom Fields, Schedule and Spec Sheets (all or selected) from the Project Dash.
Added new setting on the Project Dashboard: 'Show Billing for Closed Projects'. When ON the Billing tab is shown on closed projects. The Billing tab gives you access to the Existing Invoices link and you will be able to use the drop-down to review Billed, Marked as Billed, Write Offs, Transferred and Adjusted transactions in view-only mode.

Deliverables
Fixed an issue with the Round Name being reset if you have multiple Deliverable Rounds and add an additional Step to a Round.

Estimates
Fixed an issue when creating a Task Only Estimate and using the Pull From Schedule function not pulling any data.

Files
Added the Copy to Project feature for files to Projects files.

Planning Project
Added the ability to navigate to the Purchase Orders, Insertion Orders, and Broadcast Orders on a Planning Project.

Projects
Added to the System Log and Daily Feed when the GL Company on a Project is changed.

Schedule
Enhanced the Gantt print to not print tasks that are collapsed in the grid on the page.
Fixed an issue with To Do Types not saving on the Project Schedule Detail Panel.
Added an error message when moving tasks in or out on a schedule that would cause the Track Budget flags to be incorrect. You will now need to change the Track Budget Flags prior to moving tasks in or out.
Modified schedule % complete rollup to not go to 100% until all detail tasks below are 100%, even if rounding would cause it to round up to 100%.

Spec Sheets
Added the ability to Export and Import a Spec Sheet Def to an XML file.

To Do Board
Added Task Column to the Todo Board.

Project Manager Today
Fixed an issue where the Project Status was not updated when tasks were marked complete in the PM Today Assignment View screen.

Resource Manager
Staff Schedule
When you have the Transaction Preference to use Employee Minimum hours per day for resourcing enabled, those hours will be used to calculate the Remaining and Utilization columns in the Staff Schedule screen.
Added Users to the Day View of the Staff Schedule when clicking on unassigned services.
Fixed an undefined issue when dragging and dropping tasks from Services to Users on the Staff Schedule.

Traffic Calendar
When you subscribe to a Traffic Calendar it will now use your settings for that Published Calendar that you have set up in WMJ.
Added Parent Company filter to Traffic Calendar.

Billing
Billing Dashboard
Corrected an issue with the drill-down for "Billing Actions for the Month" on the Billing Dashboard.

Mass Billing Fixed Fee
Added a new format to Mass Billing - Fixed Fee. When billing using the Bill by Client option you can now choose One Line Per: Service/Item.

Billing Today
Modified Billing Today > Waiting for Approval to no longer show invoices that have not been submitted. A Status column has also been added.

Purchasing
Credit Card Connector
Corrected an issue on the Credit Card Connector Split Projects screen. You can now add multiple rows charged to expense accounts without a project.
Corrected an error with the quantity count when matching Insertion Orders to charges on the Credit Card Connector.

Credit Cards
Fixed the issue with Task not being required on the Credit Card add screen when the GL Tracking Option to Require Task on Expenses is on.

Payments
Fixed an issue with the Office lookup when adding an Expense to a Payment with GL Company Restrictions on.
Corrected an issue when entering payments and selecting GL Accounts with restrictions.

Accounting
Revenue Forecast
The Revenue Forecast now honors the Inactive flag for Scheduled Invoices.
The Revenue Forecast has been enhanced to process faster. Also added a Generating status bar to indicate when the Forecast is completed.

Admin/Manager
API
Fixed error messages when inserting a project where the project's client doesn't match the campaign's client. Also, added a required flag to the campaignName on the campaign endpoint.

Import Data
The Insertion, Broadcast and Purchase Order import now correctly require an Order Number.

System Setup
Added Original Budget and Approved CO Amount to Balance Forward by Task fields to Designer Layouts.
Updated the Plaid download/add sub-account processes to try and reuse an existing sub-account trying to find a specific match first, then trying to find a match based only on name. This happens when downloading new transactions or "Updating Sub-accounts" from the Connections setup page.

Owner’s Graphs
Fixed an issue in Owners Graphs where there was overlapping.