21.10.17 (Oct 2021)

Release Detail For 21.10.17.0000

Everyone
Reports
Added new report dataset combining Billing Data and Transaction Detail Data for Campaign and Project billing details.
Added new dataset in custom reports called Employee Activation Status.
Added Task Status Name to the Task Assignments Report.
The Campaign Full Name field is now a clickable link in the Project Summary Data report.
Hours Unbilled column has been added to the Project Budget Analysis report.
Fixed an issue when the user sets income or other income account as an EBITDA account for the P&L statements where they can show EBITDA.
Fixed an issue where Pivot Table row sorting was not being saved.
Fixed a problem with scheduled AP and AR Aging reports that, regardless of the period parameters, would always run for 30/60/90 days.
Fixed an issue with the Cash Disbursement Journal report showing HMTL characters.
Corrected an issue with the Invoice Line Summary report.
Corrected an issue with the Corporate P&L more details screen when running for specific departments.

TimeSheets
Fixed an issue where a user could not enter Time on a Project because of GL Access Restriction.

Creative
Creative Today
It will now remember the Show Completed To Dos/Hide Completed To Dos on Creative Today > Assignment Details > More.

Salesperson
Contacts
Project Conversations and Default Reviewer have been added to the Mass Update of Contacts in the Contact Views.
Field 'Invoice Emails' from the Contact Edit screen has been added to both the Company Contact Data reports and the Contact Views.

Project Manager
Budget
Hours Unbilled column has been added to the Project and Campaign Budget pages.

Campaigns
Added the ability to set a Cross Project Predecessor from the Campaign Schedule Task Edit screen.

Deliverables
Added the ability to view URL Deliverables on a PC, Tablet or Phone when using markups. Added support for the full range of markup on responsive web pages for PC, Tablet or Phone.
The Deliverable Link's expiration date will now be based on the Deliverable's due date. If there is no due date, then the default expiration date will be the current 5 days from when the Deliverable is sent for review.
Fixed an issue with Vimeo videos that were created as private and then shared not working.
Fixed the Deliverables View to show the Approval Status for the most recent round if there are multiple rounds.

Estimates
Added a new Transaction Preference under Estimates to 'Include Internal Comments'. When this option is checked on the Estimate Internal Comments are included in the Estimate has been Approved email.
The Estimate > Labor Breakout screen will now remember your setting for hide/show zero rates.

Files
Fixed an error with copying activity attachments to Project Files when there was already a file with the same name there.

Projects
Added a Print Gantt function to the Projects Listing Page under More. This will include the Project Name, Project Start and End Date and the gantt.
Added the ability to favorite a Project Conversation from the Project Dashboard and the Project Diary Dash when viewing all the Conversations.

Schedule
Fixed clearing of Project Due Date when edits were made using the Traffic Calendar.
Added Constraint as a field that is printed when your Print the Schedule Grid to Excel.

ToDo Board
Added rich text editing capability to To Do Comments.
Include the To Do ID in the Subject of the To Do Emails.

Resource Manager
Staff Schedule
Fixed an issue with a Multiday Company Holidays not showing the correct hours in the Staff Schedule detail screen.

Billing
Billing Worksheets
Billing Worksheets, for Fixed Fee projects, now offers a Percentage to Bill option on the Fixed Amount panel.
Fixed an issue in the Billing Worksheet grid display that prevented the Retainer amounts from being included in the To Bill.

Clients
The invoices on the Clients > Invoice listing page have been grouped by Advance and Revenue invoices.

Mass Billing T&M
Mass Billing T&M One Line Item Per selection is now defaulted from System Setup > Transaction Preferences > Client Invoices > Client Defaults > Billing Line format. When the selection is changed the screen now retains the new selection from session to session.

Purchasing
Credit Card Connector
Corrected an issue when linking Credit Card Connector charges to Purchase Orders and the Gross Amount was not set.

Orders
Corrected an issue when using GL Restrictions and submitting orders to Anyone with This Limit.
Users who do not have the right to: Add and Edit IO, BO and Purchase Orders are no longer shown the Submit button. In addition, they are not able to change the Approver.
The filtering on Task when creating Purchase Orders has been modified to show a single select task list when entering an expense and show a multiple task list when selecting estimate expenses.
Long Vendor Names on the printed purchase order, no longer wrap and bleed into the address.

Payments
Corrected an issue with voiding a check that had intercompany postings.
ACH setting 'Financial Institution Open on Saturday' has been added to Advanced Options. When clicked ON and a file is created on a Friday, the effective date will be Saturday.

Purchasing Today
Purchasing > Today now offers an Unsubmitted Orders listing. The list shows all the orders for the logged in User and allows you to mass select and submit orders. Use System Settings for setup by Security Group.

Media
Media Plan
Added Grouping by Campaign Name/Plan Name
Added expand/collapse to the grid

Accounting
Account Reconciliation
Fixed an issue in Account Reconciliations that caused selected items to deselect when posting and unposting items while the Reconciliation screen is open.
Account Reconciliations will now save the data from uploaded files when you exit the reconciliation before finalizing.

Admin/Manager
Credit Cards
Updated the Credit Card error email to include Plaid specific data.

Employees
Added a warning message when deleting Employees to first use Offboarding.
Added Full Name to the search criteria on the Admin Employee Dashboard.

Import Data
Fixed an issue with the Vendor Invoice import where the voucher detail is set to non billable, but the transaction was ready to bill.

Invoice and Estimate Layouts
Fixed an issue in Designer Layouts which prevented the default font settings specified from being used.
Added Tax Amount, Tax Amount Total, Tax 2 Amount, Tax 2 Amount Total, Gross with Tax and
Gross with Tax Total to the designer Estimate Layout's Expense breakout.
Corrected an issue with the Invoice Layout did not respect the modified Billing Item Descriptions set up on a project.

Security Settings
Media Users now require Security Setting > View Today for Media to be able to access Media Today.
Removed the security right for View the Project Snapshot and View the Profit Snapshot and just kept the System Setting to show it on the dashboard.

System Setup
The EBITDA column has been added to the GL Account screen, .pdf and Export file.
A new Transaction Preference > Client Invoices > Default Posting Date Based on Invoice Date. When the preference is on changing a client invoice date will also update the posting date.