26.03.15.0000 (Mar 2026)

Release Detail For 26.03.15.0000

Accounting
Scheduled Transactions
Transactions that are Ready to be Generated have been added to the Trans Pref > Notifications > Daily Emails. People to Remind will receive a system message or email or both depending on the setting.

Admin/Manager
Data Import
Improved error message when importing a voucher and the vendor is valid but doesn't have access to the GL Company.

Integrations - API
Fixed an issue with the web hooks, when trying to process a project update, but the project has been deleted.

Integrations - Avalara
When you recalculate the taxes on an invoice, if there is a bad address the screen shows an error message.
You cannot change an invoice address when the Avalara invoice is posted.
You cannot Recalculate Taxes for Avalara invoices when they are posted.

Billing
Billing Worksheets
Time and Materials Billing Worksheets with Line Formats that include the word Project now carry the top project line over to the client invoice.

Creative
Today - Creatives
You can now enter time in the grid view on Today - Creatives.
Made the Percent Complete column editable in the Today - Creatives grid view.

Everyone
Calendar
Fixed an issue where tasks weren't displayed on the Calendar when a specific task date range was specified on a Published Calendar.

Notifications and Approvals
Fixed an issue with the actual hours for Overworked Assignment Notifications using the hours for the person the notification was for instead of the assigned user.

Reports
Added Get Google Financial Link to the Project Budget Analysis Report.
Added a "Parent company view" to the AR Aging report.
Added Require Comments on Time Entries field, from the client to the Client Views, Project Views & Project Summary Dataset.
Added Time Sheet Required field to the Time Detail Data Reports.
Made Entered By field a filter option when using Any Of in the Transactions View and Project Cost Transactions dataset.
Added Project Labor Write off, Project Expense Write off, Project Labor Gross after Write Off and Project Total Gross after Write off as available fields to Campaigns View and Campaign Level Dataset.
Fixed the sorting for line number in the Project Template Assignment dataset to sort as a number instead of a string.
The Project Summary data report now has columns for Key People email addresses.
Changed the Employee Actual Hours report so when it is grouped by weekly the Remaining column is calculated based on the grouping totals for the row.
Added Billing Manager to the Project Actuals by Month report.
On the Invoice Line Item Summary, fixed the currency lookup.
The Vendor Invoice dataset now includes Line Campaign ID and Line Campaign Number.

Media
Today - Media
Added the Media Plan Full Name as a column option to the Insertion Order Detail view and the Broadcast order detail view on Today - Media.
Updated the columns on the IO/BO edit pages to honor the system settings for users who don't have access to edit the data in the grid.

Project Manager
Campaigns
Added a Project Request dropdown to the Campaign settings.

Dashboard
Modified the Burn Chart to show the weekly planned project hours for past weeks, rather than the actual hours.
Fixed an issue with data not showing on the Project Snapshot and Project Probability widget in the project dashboard.
Fixed an issue with the project profitability widget not showing the options correctly.
Fixed an issue with the new project dashboard where the Billing screen was going to the wrong tab when the user switched the billing method and didn't close out of the project.

Schedule
Added a new project settings option called "Allocate Hours per Week". When this is checked, the weekly allocated hours will be spread out evenly to each week assuming 5 working days for the week, regardless of which day the task starts or completes, and ignoring all blockout days.
Fixed an issue on the project schedule when editing the Plan Start date on a task that is using the Finish No Later Than constraint. In some instances, you could end up with a Plan Start date that was after the Plan Complete date.
Fixed an issue where the Work Any Day flag on tasks was sometimes ignored.

Spec Sheets
Added the related project full name and client name when you click on a Spec Sheet link from an email.

To Do Board
Added "Created By" and "Originated By" to the To Do board search options.

Resource Manager
Assignment Management
Modified the Assignment Management screen to show company blockout hours in the User's grid at the top of the screen.

Salesperson
Client Portal
Added Requested By as a search parameter for Project Requests on the Client Portal.