21.11.14.0000 (Nov 2021)

Release Detail For 21.11.14.0000

Everyone
You can now Favorite items and create a Favorites section on the + New panel. Click the blue star to add items and the yellow star to remove items.

Added ability to type  @company, #projectnumber in To: section of Task conversation

Conversations
Fixed an issue with Client Invoice links not working in Conversations.
When using the shift+enter in the text editor the lines now display as single spaced and are saved separately instead of all one line.
Fixed an issue with Conversations where if you deleted a recipient it would always delete the first person listed.

Reports
You can now choose to show the Campaign ID and Name in the Project Display column on the AR Aging report.
The Revenue Forecast now offers multi select filters for Client and Parent Client. The filters are available on both the New Forecast and Add Items screens.
Added Constraint field to the Project Task Dataset.
Added Constraint Date to the Task Assignments Dataset.
Project Status has been added to the Billing Schedule Data dataset.
The Trial Balance and Balance Sheet reports now correctly hide GL Accounts when the account has been restricted with GL Access Restrictions enabled.
Corrected the column Date Worked to show Monday-Sunday in Reports and listings when using Last Week as a filter condition.
Added 'Any Of' functionality to the Default GL Company ID field for the Time Detail Data Reports.
Added Company Type to the Receipt Data Report, Client Receipt Level Data Report and the Receipt Views.
Added a column Has Spec Sheets (Yes/NO) to the Project Views and the Project Summary Data that shows if a project has Spec Sheets.

Creative
Creative Today
Added the ability to Favorite a Conversation on the Task Assignment Card from Today > Creative.

Salesperson
Contacts
When a Contact has a Linked Address it will now show over the default address as the Company Address in Reports and Listings and as the Other Address if there is not one.

Opportunities
Fixed an issue with the Notes section not saving for new Opportunity Conversations.

Project Manager
Billing
Changed the Group By Task on the Project Billing Screen to use the task order.

Budgets
Vendor ID and Vendor Full Name have been added as columns to Project > Budget > Current Total Budget drill-down.

Campaigns
The Campaign Dashboard now has a Transactions link that shows transactions for the campaign projects.
Corrected an issue with Campaign Estimate by Service Change Orders not being added to the Billing Schedule.

Deliverables
When a Deliverable Round is set to 'Send to People in Order' but not flagged for 'Everyone Must Review', the Round Status and Review Step will be marked as Approved, Approved with Changes or Resubmit after one person makes a decision and any remaining Approvers will still be flagged as 'Not Required'.

Estimates
When creating Project Estimates from a Template, the estimate now correctly reads the setting on Trans Pref > Estimates > Default Approver to assign the Internal Approver.

Planning Projects
Added a new check box under Trans Pref > Projects > New Project Options: Require the client on linked projects to match the client on the planning project.

Project Manager Today
Fixed issue where the Assignment view update multiple function allowed you to clear both a user and service from a task assignment.

Projects
The Job Jacket report now correctly uses the Account Name as setup in System Setup > Account Setup in the report heading.

Restrict GL Company based on the user settings when creating a new project with GL Access Restrictions enabled.

Schedule
Corrected schedule bucket calculation issue when users are in certain time zones ahead of GMT, such as in India.
Corrected schedule issues with predecessors when scheduling direction gets cleared.
Added a Burn Chart calculation queue to process burn charts that are more than 60 weeks long. This will prevent the screen from appearing to just be hanging while the burn chart is calculated.

Spec Sheets
Made the field label on the Spec Sheet PDF a darker gray.

Resource Manager
Staff Schedule
Corrected an issue where the blockout day cache was sometimes not loading meetings in the future on the Staff Schedule.

Billing
Billing Worksheets
You now have the ability to designate either the Account or Project Manager as the Billing Worksheet Approver. Select the appropriate button on the Generate Worksheets screen. There is a default selection on Generate Worksheets > System Settings.

Client Invoices
When the Invoice Date, Posting Date, or Due Dates have changed on Client and Vendor invoices the changes are now posted to the invoice log. There is also a posting to the Daily Feed for the project on the header, if available.
Corrected an issue when calculating tax for child invoices.

Clients
Added Project Manager, Account Manager and Campaign Custom fields to the Campaign list under Clients > Connections.

Purchasing
Vendor Invoices
Corrected the Order Open Amount when selecting an order on the Add a Vendor Invoice screen.
Invoice Date, Posted Date and Due Date changes on the Vendor Invoice will post to both the invoice log and to the daily feed for the project on the invoice header if available.

Vendors
Added GL Company as an available column on the Vendor > Connections > Vendor Invoices panel.

Media
Broadcast Orders
You can now add the number of spots when creating a Broadcast Order Revision.

Accounting
Journal Entries
There is a new Copy option when entering Journal Entries found under ,,,more menu. You can create a single JE with today's date or multiple entries for a number of months in the future.

Admin/Manager
Admin/Manager Today
Added the ability to use Calculated Fields on the Graph options.

Company Types
In System Settings > Company Types you can set types as Active/Inactive.

Invoice and Estimate Layouts
Added Unit Cost and Markup Amount fields to the Expense Break sub-report on the Invoice Layout.

Security Settings
Added the new right 'Edit Employee Projects and Time Information' which allows access to the Projects and Time tab on the Employee record. Must also have 'Maintain Company Employees' right checked to view this area.
Created a new Security Setting > Delete Opportunity Project. Users with this right are now able to delete Campaign Projects attached to Advanced Opportunities.

Service Rate Sheets
Corrected a rounding issue when using the Adjustment feature on the Service Rate Card.

System Setup
Updated the way we're trying to reuse existing Plaid sub-accounts. Working from specific to the least specific match. Consolidated the logic into a function which is called by Task Manager, update accounts (UI), and download transactions (UI)

Added an option for instances using SAML for Employee/Contacts users, to opt-out of using SSO authentication. Employee/Contact > Security Controls > Do Not Use SAML/SSO Authorization. This impacts links generated in emails coming out of WMJ by replacing the URL Prefix with the instance name for Employee/Contacts that have the option turned ON.