22.03.20.0000 (Mar 2022)

Release Detail For 22.03.20.0000

Everyone
Calendar
Fixed an issue where company blockout days were shown as covering an extra day when the company's time zone is different from the user's timezone who created the company blockout meeting.
Will now set the Private field on calendar meetings pulled from a subscription when they are marked private in Google or Outlook.

Conversations
Favorited Conversations will now sort at the top and then normal sort order after that.
Changed the Task lookup in the Conversation dashboard to show all tasks instead of only tasks that track budget.

Reports
Added the ability to group by or filter by Supervisor to the Employee Actual Hours Report.
Project Custom Fields are now available on the Deliverable Detail report.
Added Campaign Custom Fields to the Client Invoice Level Data dataset.
Fixed an issue with the Corp P&L when displaying One Column Per option, that limited the number of possible columns of data to the first 24 entities selected.
Added Planning Project full name, Planning Project Name and Planning Project Number to the Project Views, Project Summary Data, Project Task Dataset, all the Time Detail Reports and the Project Budget Analysis. When used as a filter it will pull the Planning Project and Linked Projects.

Creative
Creative - Today
Added Project Type to the search criteria on the Today - Creative Assign Task screen.

Salesperson
Client Portal
Added the ability to Transaction Preference > Clients to change the title of the Client Portal.

Project Manager
Campaigns
Campaigns > Project and Segments > Add a Segment now has a filter for the Template listing.
Added ability to lock columns to the Campaign Budget Detail Screen.

Dashboard
On the Project Dashboard, the Refresh Project Financials action will now include Budget fields.
Fixed an issue with Dashboard graphs not showing all the rows of data for Project Type.

Deliverables
Fixed an issue with markups on Deliverables not showing on multi page PDFs when you print.
Added the Auto Approve functionality to Deliverables, if you have a step that does not have approvers and is only set to notify it will auto approve the deliverable.

Planning Projects
Added System Settings to the More menu of Planning Projects.
Fixed an issue with Planning Projects Assignments being able to be completed when you should not be able to.

Project Settings
Fixed an issue where a project team Subscriptions could not be turned off if the user was Inactive.

Projects
Added Only Projects where I am the AM and Only Projects where I am the PM filter options to the Project and Project Planning Dash.
You now have access to the Make Project Live button for Opportunity Projects on the Project Dashboard as well as on the opportunity. Make Project Live for Campaign Opportunities remains available on the opportunity only.

Schedule
Now requiring a constraint date on a task depending on the constraint type that is selected.

Spec Sheets
Added additional printing options to Spec Sheets for Campaigns, Projects and Quotes. You can now choose to have the label and content print either stacked or side by side and choose if you want page breaks between specs.

ToDo Board
Fixed an issue where To Dos were reassigned, the Due Date was reset to today.

Resource Manager
Staff Schedule
Added Parent Company field to the Staff Schedule filter options.
Fixed an issue with Company Blockout day that were out of the date range showing when printing the Staff Schedule to Excel.

Traffic Calendar
Fixed an issue where the Task Constraint is getting reset to As Soon as Possible when editing a task from the Traffic Calendar.

Billing
Billing Today
Fixed an issue with the Month labels on Billing Graphs being off by a month.

Billing Worksheets
Corrected an error where Retainers deleted from Master Worksheets would not be re-included from the Generate screen.

Client Invoices
You can now have a separate Client Invoice Email comment on System Settings > GL Companies. The comment is used for email message on Billing Today > Invoices to Email or Print. Select invoices from the same GL Company and you will see the message. You can edit the message at this time.

Clients
Clients > Connections > Products and Divisions now has a show only active/show inactive filter.

Mass Billing - Fixed Fee
Corrected an issue where the Mass Billing - Fixed Fee sometimes did not update the correct Billing Schedule item when the billing was generated.

Retainers
The Line Description for Retainer Invoices with additional charges has been changed from "extra expenses" to "extra charges" since the extra amount may be labor and/or expenses.

Purchasing
Payments
Fixed an issue when creating a Vendor Payment, if the Vendor changes after Expense lines have been added, if the new Vendor has a different Default Expense Account defined, that Account is applied to the existing Expense lines.

Vendor Invoices
Add Attachments is now available on Add a Vendor Invoice short form.
Add a Vendor Invoice short form now has a show more option with the Post and Due Dates.

Vendors
Vendors > Connections > Payments now has a Cleared column.
The label on Vendors > Purchasing Defaults > Payment Options has been changed from EIN to EIN/SSN.

Media
Estimates
Corrected an issue with deleting Media Estimates when the estimate was not associated with a project.

Stations / Publications
When adding a new Station or Publication, you can now select a contact from the Vendor contacts list. When a contact is not specified, the Primary Contact from the Vendor is used.
When creating new Insertion and Broadcast orders the Contact from the Station / Publication is added to the Order.
Station and Publication Contact Name and Email Address columns have been added to Station and Publication views.

Accounting
Accounting Today
You can now search for Client Name & Vendor name on Accounting - Today > Scheduled Transactions screen.

Journal Entries
You can now copy multiple monthly Journal Entries and designate the Posting Date to be the last day of each month. Go to Journal entry > more > Copy and select Enter Number of Multiple Copies and check the End of Month checkbox.

Admin/Manager
Invoice and Estimate Layouts
Fixed an issue with Invoice and Estimate Layout subtotals that caused a subtotal value not to appear if the subtotaled field was placed lower than the line subject.
Fixed an issue with Invoice Layouts that kept sales taxes of 0.00 from showing when printed.
Client Product and Client Division are now available in the header portion of the Estimate Layout designer.

System Setup
System Settings > Invoice and Estimate Layout > Settings now has a show inactive/show only active toggle button to hide and show inactive items/services
Inactive users are no longer included in the Generate > Export file on Security Settings.