Release Detail For 22.02.20.0000
Modified the Meeting Edit screen to make it load more efficiently when a user has the right to edit other users' calendars.
Fixed an issue with subscription calendars where partial day meetings were blocking out the entire day in scheduling.
Added a contacts icon to Project, Campaign and Deliverable Conversations for conversations which are Visible to Client.
We will now show the first 125 characters of the body of a conversation in the preview of an email before we show the ## All text above this line will be posted...##.
Added the ability to Approve/Unapprove/Submit, Post/UnPost Client and Vendor Invoices from the 3 dot menu on mobile.
Notifications and Approvals
The External Approver on an Estimate will no longer see the "This estimate has been approved by..." at the top of their email.
Added the Due Date to the To do Email Notifications.
Modified the Scheduled Reports to not halt when invalid email addresses are found. Open the Report Scheduling screen to see errors in the results column.
You can now flag Favorites on Everyone > Report Center > Reports by clicking the blue star next to the report name. Click the yellow star to remove an item from the Favorites list.
The PDF and Email options have been combined into one PDF / Email item on the Reports > Generate menu.
Fixed an issue with the Calculated field link not opening the edit screen when grouping rows together.
Removed "Print Buy Block" and "Print Buy Calendar" from Media Reports.
Corrected an issue with the Corp. P&L where the Department selection was not honored when using the Google Link.
Fixed an issue with the Sales Tax Analysis report that did not include taxes from Receipt or Payment expense lines, causing the summary fields to not match.
Corrected the alignment for the Sales Tax Analysis report when exported to EXCEL.
Modified the "Project Cost Transaction Data" dataset to show the Client Full Name for expenses charged to Opportunity projects.
Added Company Custom Fields and Client ID and Client Name to the Campaign P&L Multi View report.
Campaign Segment has been added to the Project Task Data report.
Corrected an issue where the Campaign P&L would not run for a single campaign.
The field First Task Start Date has been added to the Project Views and the Project Summary Data report.
Added Task Actual Completion Date to To Do views and Project To Do Item dataset.
Added a grouping by Employee to the Employee Actual Hours Report.
Fixed the Product lookup not displaying all the Products in the list for Opportunities.
Fixed an issue with an Opportunity with no Stage selected would show an error when the Project was made live.
Added real time updates to the Deliverables Board.
Fixed an issue with split billing in Project Requests that falsely reported the splits did not total 100%.
Updated all the Project request emails to have the "Request Name" removed from the emails so they just see Request ID - Subject.
Replaced the (COMPLETED) email that is generated for Project Requests with the (APPROVED) email that is generated.
Updated all the Project Request Default messages when you define a Project Request to match the emails that are generated.
Services added and deleted from Team Members are now posted on the Projects > Daily Feed.
Added validating project start and due dates are not on a company blockout day.
Added Auto refresh the Templates in a Project Schedule when you open that tab.
Added an option to Reload Blockout Days on the More menu of the Schedule.
Fixed the column set edit screen to prevent the number of locked columns exceeding the number of columns displayed on the screen.
Added the total number of hours on the Assignment Management page in the Due Before this Week column.
Fixed an issue with Company Holidays on the current week but before the current day causing the week view of the Staff Schedule to not calculate correctly.
Master Billing Worksheets for Time and Materials projects now honors the Billing Item and Item line format on Worksheet Settings. When selected, the projects are ignored and the charges are combined by Billing Item for all projects.
Column Addable Transactions has been added to the Billing Worksheets views and the Worksheet Listing > System Settings.
Added Project Name and Campaign Name to the Invoice Apply Advance Billings screen.
Modified the Billing Today > Deposits view to allow export to CSV.
Mass Billing - Media
You can now choose to bill Media Vendor Invoices on Mass Billing > Media. When the Select Other Options > Vendor Invoices check box is ON, the screen will display media vendor invoices that are not associated with Broadcast or Insertion Orders. The vendor invoices must be charged to a Print or Broadcast Item.
Client Invoices can now be paid by ACH using Authorize.net. Go to Admin/Manager > System Setup > Connections > Credit Cards > ACH Client Billing. Here is where you can set up the details for you to receive payments from Authorize.net as well as specify the GL Bank for the receipts. Go to Clients > Billing > ACH Info. Check the Allow ACH Payments Online checkbox On. When you send client invoices to your client contact, the email includes a Pay via ACH link to the Client Portal where they fill in their payment information.
When the Receipts panel encounters an error the row with the error is now highlighted along with the corresponding error message.
The invoice number on the Receipts panel has been changed to a jump button to be able to access the invoice from the open invoices tab.
In order to allow more flexibility when making vendor payments, Vendors > Purchasing Defaults > Payment Options > 'Email ACH Info to' is a new field. The address in this field is now used by Checks to Print when you choose to Use ACH Setting option.
Fixed an issue with the Vendor Invoice that did not show Credit Card Payments when they totaled 0.00 (CC Charges voided).
Corrected an issue where you could not adjust the Unit Cost or Amount on the Add Labor or Edit labor screens.
Modified the Vendor Invoice > Edit Labor panel to no longer allow changes after the invoice has been posted.
"Email ACH to address" and "Email CC to address" columns are now available on Vendor Payments, and Vendor Payment Detail.
Fixed an issue when creating a new media estimate with no project set.
Added grouping and a Mass delete option to the Media Plan's "Release for Billing" screen. The errors are now displayed in the grid.
Updated Media Plans to pull the Department from the Media Item when Department is required when creating Purchase Order Detail lines.
When closing a Prebilled BO, IO or PO, the Office and Class will now default from the project on the order.
"Comments" field has been added to the edit screens for Station and Publication under the Info Section. It has also been added as an available column to the Station (TV Level Data) and Publication (Publication Level Data) Views.
A new 'Exclude on Today Accounting' checkbox has been added to GL Settings > GL Accounts > Accounts Receivable Accounts. When this checkbox is checked ON, the AR account is not included in the AR Out of Balance calculation on Today - Accounting.
Corrected an issue with the Accounting -Today > Metrics Monitor that sometimes caused zeros to be used in the calculations.
Added Employee Time Zone field to the Employees view and ,Employee dataset and the Employee Dash.
Enhanced the Employees > Default Calendar > Security saving process to improve the time needed to save when updating settings.
A Conversation Import has been added.
Added vendor cost field to the employee import.
Added "Require Min Hours Per Week" and "Min Hours Per Week" to the employee import.
The Client Invoice Import no longer allows updates to posted client invoices.
System Settings > Connections > Credit Cards > more > Preview Transactions now filters transactions to credit card transactions only.
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