22.01.23.0000 (Jan 2022)

Release Detail For 22.01.23.0000

Everyone
Calendar
Added option to include Meeting Descriptions in the Calendar Subscription to Outlook.
Fixed a display issue in the month view of the calendar.
Added a Transaction Preference under Contact Management > Calendar > Send notifications to organizer, so the organizer of the meeting will also get the meeting notifications if you send notifications.
Added a message to the Staff Schedule when Block Out days are being recalculated. Once they have been recalculated it will give you an option to refresh the Staff Schedule to show them.

Notifications and Approvals
The Invoice Approval emails have been enhanced where the Project (from invoice details) in the email, is a link to the dashboard.
System Settings on the Approval Bell for Vendor Invoices, Purchase Orders and Estimates now include Project and Project Name columns that allow you to drill to the project.
You can now save Approval Comments before approving an item. From the Notification Bell add your comment and click off the row. The comment is saved and can be updated later. When editing items open the Approval Comments panel. A new Save button allows you to enter comments without approving the item.
Added a Search filter to the Notification Bell to only display when there are 10 or more Timers running.
Daily Task Reminders will no longer include Projects that have a Project Status Code that is On Hold.

Reports
There is now a Google Link on the Client Profit and Loss (Multi View) Report.
There is now a Google Link on the Project Profit and Loss (Multi View) Report.
Added a completed "On Time" Yes/No column to the Completed Project Details under the PM Dashboard and the Project Summary Scoreboard Report.
Added Completed on Time / Not on Time to the Project Summary Scoreboard Dashboard and the Report.
Added the column "Curr Total Budget wo Tax" to the Project P&L (multi view).
Added the fields Summary Task (Yes/No) and Predecessor to the Project Tasks dataset.
Added Project Manager field to the Opportunity Views and Opportunity Activity Dataset, this will pull the Project Manager that is setup in the Client record.

The Corp P&L > Custom Layouts are now updated with the last modified date/user, and the Last Run date and time. Click Setup Columns for the details.
Added the Timeline Segment field to all the Time Detail Datasets.
Added Company Owner to the Receipts View and the Receipt Data Report.
The Project Cost Transaction Dataset now has a WIP Amount column. The column is populated for transactions that have been posed to WIP.
Corrected an issue with the Balance Sheet 1 Year Monthly version. The screen now correctly pulls the Exchange Rates for each Starting Month.
Add lookup filter support for the fields Team Member and Team Member Department in the Project Summary Data with Team dataset.
Added the Realized Avg Hourly Cost and Realized Avg Hourly Margin to the Project Hourly Realization Report.
Added Successor and Predecessor fields to the Task Assignments dataset, Task Assignment Weekly dataset and Project Tasks dataset.
Corrected an issue with the Sales Tax Analysis report where it would only run in Legacy Mode.
Corrected an issue that caused the Campaign P&L (Multi View) to run slowly.
Corrected an issue with the "Project Cost Transaction Data" CSV Export, where the dates were incremented by one day.
Vendor Cost has been added to the Employee Data, Time Detail Data (Hourly Costs) and Employee > Views.

Timesheets
Fixed the date being incorrect on the Add Time Panel from the To Do Board.

Creative
Today Creative
Added Task ID to the Task Card view on Today > Creative.
Fixed an issue with the items on the Tile View not updating when the date was changed.

Salesperson
Client Portal
Added the ability to Comment on and Complete To Dos from the Client Portal.

Companies
The Last Modified Date on a Company will now be updated when there is a change to the Address.

Opportunities
Added Dashboard and Conversation links to the Opportunity Details section.

Project Manager
Campaigns
Fixed an issue with Campaigns where users without the right to Create New Projects were still able to add a new project to a Campaign.

Deliverables
Fixed Decisions names displaying as Null on the Deliverable Round Review screen if the user did not have a last name.
Removed the Deliverable Board from Labs and made it part of the general release.

Misc. Costs
Corrected an issue where a user could not create a Misc. Cost Scheduled Transaction. Users now need the "Add and Edit Misc Expenses" right to create the transaction.

Planning Project
Modified Planning Projects to only allow Services by default. There is a new option on the Planning Project that allows you to also add people to the assignments.

Project Requests
Fixed an issue with the Daily Feed of the Project Request not formatting the date correctly when changing the Due Date.
Added an error message when the Email To Notify is not valid on a Project Request.

Projects
Added the ability to Group By Parent Client to the Project page Display Options.
Changes made to Project Settings from Project Manager > Projects listing and the Quick Edit panel are updated to the project daily feed and the appropriate email notifications are sent.

Schedule
Fixed schedule issue where "Task ID is required" error was not cleared when a detail task became a summary task.
Modified the Schedule Reassign to allow assignment level reassigning rather than just task level.

Resource Manager
Assignment Management
Added ability to collapse/expand all on the Assign Work column on the Assignment Management screen.

Billing
Client Invoices
The Add Advance Billings Panel now has a more > System Settings to allow you to choose columns to be shown by Security Group.
Inactive Invoice Templates are now filtered out of the listings on Clients and Client Invoices.

Clients
Primary Contact is now an available column on Clients > Connections > Invoices.

Mass Billing Retainers
Fixed an issue in Retainers when calculating the Periods Remaining when more than one Invoice Line was used to bill the Retainer.

Purchasing
Credit Cards
Credit Card charges are no longer posted to the GL upon approval. Users now need Security Setting 'Post Credit Card Transaction to the General Ledger' for the Post button to appear.
Removed the field customFieldKey from the Credit Card Charges view.

Payments
Purchasing > Select Invoice to Pay now allows you to enter the amount to Exclude from 1099. Using System Settings add the Exclude from 1099 column. The amounts entered on each invoice are carried over to the payment.

Purchase Orders
The Purchase Order Approval email has been enhanced to include the Requested By name from the Project Request (when available). In addition, each project shown in the email is now a link to the Project Dashboard.

Vendor Invoices
The Vendor Invoice Description has been added to the new Add a Vendor Invoice short-form.
Admin/Manager > Employees > Accounting tab now has a new Vendor Cost field. Vendor Cost is intended to be used for Contractors. When this field is populated, the Add a Vendor Invoice > Add Labor panel will use the Vendor Cost as the Unit Cost when selecting labor to add to the invoice. When the Vendor Cost is not available, the employee Hourly Cost is used.

Vendors
The Global Search for Companies now also includes the Vendor DBA value.

Media
Publications
You can now add Publications and/or Stations directly from Vendors. Select a Vendor, go to Connections > Stations or Publications and select the new button.
You can add a new Station/Publication from the Today - Media Station/Publication views.

Accounting
Account Reconciliation
Fixed an issue with Account Reconciliations that cleared Deposits to any open Account Reconciliation screen when posted.

Admin/Manager
Employees
Fixed the Update Multiple for GL Company in the Employee views.

Import Data
Enhanced the Import with error messages when importing Insertion, Broadcast and Purchase Orders and the project status does not allow expenses.
On the Client Import, allow for "One Line" to be imported in the "One Line Item Per (Fixed Fee)" field.
Added Class ID to the client invoice import for both the invoice header and invoice line detail

System Setup
The GL Company setup screen will now sort by GL Company Name.
Allow the viewing of inactive Campaigns from the Global Search results based on the 'View Campaigns' right.

Integrations
Credit Cards
Users are able to link a GLAccount to multiple Plaid connections (cc accounts). When an error occurs, the process will now continue to download transactions for subsequent Plaid items.

Plaid
Updated a Plaid error message used in the nightly error email to be more informative.