21.12.19.0000 (Dec 2021)

Release Detail For 21.12.19.0000

Everyone
Global Search: Views>View Group>select a view
Prior to selecting the view, you can now click the Blue star to add it as a favorite view. Click on yellow star in Favorites area to remove

Calendar
Added an option to read the Project Number from the Description field in a Subscription Calendar.
Made changes to the Calendar subscription to improve performance.

Conversations
Included the user creating the Conversation to the search field of Project Conversations.
Modified the new Email To feature for Project Conversations so just Employees come up by default and if you use a ! you can search for Contacts.
When you are a Free User and use the new @mention for emails we will now limit the choices to Client Contacts, Project Team and Staff. This will work the same if you use the Email To or the @mention.

Report Center
You now have the availability to export Views to Google Sheets. The Export exports data how it is requested in the Modify report configuration. It does not support changes made to the filters on the screen. You may have to update the view using Modify > Filter settings, to export the desired data.
Added 'DateRoundApproved' to show the date that the most current round is approved to the Deliverable Report and Deliverable Views.
Added Parent Invoice Number to the Billing dataset
Renamed the custom report from 'Deliverable Detail' (the one with this description: "This dataset is the same as you would get in the views area. There is one row per deliverable") to 'Deliverables Level Data'.
Added the Contact Owner field to the Company Contact Data (Custom Fields From the Contact and Company) dataset.
Added a single field that has a comma separated list of Marketing Groups to the Contact View.
Fixed an issue with the Line Number column in the Task Assignments report not sorting correctly.
Corrected an issue with the AR Aging PDF where the Project Name and Number would appear twice in the column.
Corrected a condition on the Client Statements where the "send to clients" button was being pushed off the page.
On the Email Send Log report the date sent is being displayed as UTC. It will now be converted to the timezone of the signed-in user.
Fixed an issue with the Between date filter on Custom Reports when using dd/MM/yyyy culture.

Timesheets
Corrected an issue with Time Sheets requiring comments when comments are not required and a Time Sheet was edited.

Creative
Creative Today
Added the Hours Worked This Week and the Hours Remaining This Week to the Grid and Card View of Today-Creative.

Project Manager
Billing
Corrected the Gross Remaining column of the Project Billing screen to match the Project Budget Analysis and Project Budget.

Budget
Added drill downs for the 'Labor After WriteOff' and 'Hours After WriteOff' columns on the project budget page and the Project Budget Analysis Report.

Campaigns
Added Date Created in the Campaign views.
Added Project Labor Hours Write Off to the campaign budget screen.
Corrected the saving of the GL Company selection in Display Options on the Campaigns Dash.

Dashboard
Added index to help speed up the project dashboard change request loading

Deliverables
Changed the "Show Instructions" icon on the Deliverables review page to a thumbs-up.
The Instructions section on Deliverables now has Rich Text Editor capabilities and you can add links to them.
Changed the Use Existing File selection in Deliverables to be like the files listing on the Project Dash and show folders and all the image details.
Fixed an issue with the scroll bar not appearing at all times when zooming in and out.

Project Requests
Changed Project Requests to use the same approval process as Change Requests.
Added the ability to add Key People from the Client (Account Manager, Project Manager, Sales Person, Company Owner and Billing Manager) on the Project Request Definition.

Project Manager Today
Fixed an issue on Project > Views when using Update Project fields adding a Project Billing Status for the first time.

Projects
There is now an error message when you try to close a project that has an open Billing Worksheet.
Inactive Users on the Team will now be excluded when using the Auto Assign on a Project.
Added Attachments to the feedback page when using the Contact Support link.

Schedule
Changed the search on the projects schedule to search in assignments (user or service) as well as task fields. This includes assigned user, initials, service code, and service description.

Spec Sheets
Fixed an issue with URL links with parentheses not being handled correctly when placed in text fields.

ToDo Board
Added a Transaction Preference for To Dos to Show Original Post at the Bottom on To Do Emails.

Resource Manager
Staff Schedule
Made changes to improve the performance of the Staff Schedule.

Billing
Billing Worksheets
When creating invoices for "Project and Task" and "Project and Service/Item" and have "Enable the advanced Invoice and Estimate Layout designer" transaction preference turned on, ensure the project line is added to the invoice.
When creating Advance Billing (using Billing Worksheets) for Fixed Fee Campaigns, the system now only creates a worksheet for the fee amount, even when there are charges on the campaign projects. When a revenue invoice is scheduled the system will create the Master/Child and Fee worksheets.
You can now apply Advance Bills to child billing worksheets. Each child worksheet is updated with the advance amount and the master worksheet summary also reflects total advance billing applied.

Client Invoices
New field Delivery Date has been added to the Invoice.
For Fixed Fee Campaign Billing when billing with a layout, the Settings > Display Option is used when creating the Client Invoice.
You can no longer delete labor attached to already paid vendor/contractor invoices.
Fixed an issue that prevented Client Custom Fields from printing on Invoices where Show Client Custom Fields was selected in the Template

Receipts
Enhanced the display of the Recently Added section of the Add Receipts screen

Purchasing
1099s
1099 Forms have been updated with changes for the 2021 tax year.

Credit Card Connector
Importing existing CC transactions into the CC Connector that have been marked as processed results in the transaction being cleared. Updated the process to skip importing transactions that have been processed (created cc charges) are marked as processed.

Payments
Email Address column has been added to the Print Checks screen. The address is used for the Mark ACH, Post and Email Vendors option. The address shown is from Vendor Details > Purchasing Defaults > Payment Options > 'Email Credit Card Info To' field. If none is set, it shows the email address for the Primary Contact on the Vendor.
Modified the Display of the Recently Added section of the Add Payments screen.

Purchase Orders
Added the Vendor Contact Name on the Printed PO under Accepted By, and Approver Name under Approved By. Displays either vendor contact on the PO or the vendor primary contact.
Added a new Transaction Preference > Purchase Orders > Require Purchase Item Budget. When the preference is on, users will not be able to save a purchase order on the entry screen if the order amount is over the budget for that item.

Accounting
Accounting Today
Fixed an issue with the VAT submission process that incorrectly showed the Net VAT Due (Box 5) as negative.

Admin/Manager
Employees
Added middle name to the Employee add page.

Import Data
Updated the Credit Card Connector import process to use case sensitive Financial Institution Transaction IDs (FITID).

Integrations - API
Updated our logging for when an unexpected error happens thru the API.

Integrations - Credit Cards
Corrected an issue with the Plaid Connection. The problem occurs when there is a Plaid connection, but the connection did not create sub-accounts when the connection was made. Or if the user mistakenly deleted all the sub-accounts.

Invoice and Estimate Layouts
The Invoice Layout Designer now has an E-Invoice QR Code to support the KSA E-Invoice initiative.

Rate Sheets
The number of Rate Levels shown on Service Rate Sheets will now depend on the number of Rate Levels being used on any Service.

System Log
Entries are now made in the System Log when the order limits are changed on an Employee.

System Setup
Modified the System Setup item pages to allow the column widths to be modified and saved.

Admin/Manager Today
Added the 'Contractor' field to the Time Sheet Views.