22.05.15.0000 (May 2022)

Release Detail For 22.05.15.0000

Everyone
Calendar
Added the ability to drag and drop an ICS file onto the Calendar screen to add the meeting to your default calendar.
Added Real Time Notification for when the Blockout Cache has been recalculated.

Conversations
Changed the email link to Activity entries to go to the thread instead of the edit.

Expense Reports
Expense Report Approval email notification now includes the sales tax amounts.

Notifications and Approvals
Added a checkbox to the Project Request setup for the requester to check and request that they receive an email every time a project is created from that project request.

Reports
On Scheduled Reports added a No Data email for any report that was scheduled but doesn't return any data.
Increased timeout for the Corp P&L to accommodate a large number of columns.
Campaign Active and Client Active fields have been added to the Estimate Data and the Estimate Detail Data report.
Added Plan Start Date, Plan Complete Date, Actual Start Date, Actual Complete Date, Baseline Start Date and Baseline Complete Date to the Time Detail Datasets.
Corrected an issue with the Billing Worksheet report when using the Group by Campaign Segment option.
Corrected an issue with the Unrealized Gains/Losses drill-down when running the report for All Companies, One Report per GL Company.
Corrected an issue on the WIP Analysis report where media orders not assigned to projects did not appear.
Created new Vendor Active and Client Active options in the client and vendor views.
Added a new field called "Active Label" to the "Project Request Setup Data" dataset which will display "YES/NO" for the Project Request Active value.
Added the Bank Fee Amount to the Receipts view and Receipts datasets.
Added Company Type to the Task Assignments dataset report.
Added lookup for the Deliverable Owner Field for the Deliverable Views and Report.
Removed the "Include Non-Billable Projects" notation from the heading of the Billable Summary - Dollars report.
Corrected the title on the AP Aging report Print Grid PDF option.
Fixed a Pivot Table print issue for Reports.
Fixed an issue with adding a new Favorite after removing all.
Corrected an issue that prevented a custom report from being added as a favorite.

Timesheets
Now allowing the time entry comment popup to display as read only if the task on the time entry is 100%.
Fixed an issue where the timesheet displayed a task predecessor not complete error when the task was not a scheduled task.

Creative
Creative Today
Added the Total Allocated Hours on the Due Before This Week column in the Tile View on the Today - Creatives page.
Changed the Open Deliverable count on the Today - Creative views and the Deliverables under the deliverable tab on the assignment screen to not include Completed Deliverables.
Fixed an issue where all day meetings from a different time zone were displayed on the wrong day in the Today - Creative screen.

Salesperson
Client Portal
Added an option to the Client Portal System Settings under Project Details to Sort Tasks by Due Dates.
Added a Transaction Preference to Clients to "Restrict who is Emailed on Client Created Conversations''. When Checked this will lock down the ability to add or remove anyone from emails created from the Client Portal. It will automatically add the Account Manager, anyone subscribed to conversations for that project and the person creating it to the To list, on any replies or newly created emails.

Companies
When the System Security > Global Option > Show GL Company Access Restrictions Setup option is ON, you can use Company Views > Update Company Fields to update the GL Restriction settings.

Opportunities
Added an option to create a Planning Project when enabling Advanced Features for an Opportunity.

Salesperson - Today
Fixed an issue with the Company Name lookup for All Contacts by Company view in Sales Today pulling the GL Company instead of the Company Name.

Project Manager
Billing
Added an option 'Tax 1 and Tax 2 Applies on client invoice lines', to the Project' Settings > Billing Options.
Modified the split and transfer process for labor charges linked to vendor invoices to ensure the labor detail is updated as changes are made.
When System Preference > Projects > Require Write Off Reason is turned ON the "No Reason" option is no longer offered on Projects > Billing.

Budget
Changed the Project Budget screen to show Labor and Expenses on separate pages using a toggle instead of a stacked display.
Fixed an issue with Project Budgets not printing to Excel when project names had special characters in them.

Campaigns
Now using the new Email To control on Campaign conversations.

Deliverables
The Approval check box on Deliverables will only show if it is checked on the edit screen and will only be checked through the deliverable approval process. If the Approval box is unchecked it will be logged in the system log.

Files
Fixed an issue where PDFs were not generating a thumbnail if they were in a subfolder in the project files.
Fixed an issue with renaming folders using Amazon WebDAV.

Project Requests
We will now send the Send for Approval email for Project Requests to the Backup Approver.
When a Project Request is Auto Approved, the Email Subject line will now use the custom subject line set up for the approval on the Project Request Setup.
Fixed an issue with an auto approved Project Request getting stuck when it was canceled and then resent.

Projects
Added Office to the Update Multiple options for Project Views.
Projects > Billing and Transactions now show Selected Total and Quantity amounts as you select transactions.
Added an Any Of options to the Project Status and Billing Status fields in System Settings on the Projects screen.
Fixed an issue with being able to switch the client on an existing Project or Project Request that had "Do Not use for Project/Project Requests" checked.

Schedule
Added a system setting to Schedule Edit to default the Track Budget checkbox on when adding a new task.
Added real time updates to allow the schedule screen to update its data when other people make changes to the schedule.

To Do Board
Added Task Full Name to the Card View of the To Do Board.

Project Manager - Today
Fixed the rights in the Project Manager > Assignments Views to access the Schedule, Estimates, Setup and Budget from the folder icon.

Billing
Billing Worksheets
Conversations are now available in Billing Worksheets.
Billing Worksheets > Fixed Fee > Fixed Amount panel now includes columns for 'Actual Hours', 'Actual Labor' and 'Actual Expenses'.

Receipts
Fixed an issue with the Amount Received field in the Project Level Data set that could show an incorrect amount when multiple Payments are made to satisfy the bill for a Project that has been billed with multiple Projects.
Fixed an issue when using the Business Checking account option on the ACH Receipts.

Retainers
You can now set up a retainer with a frequency of Twice A Year. The Revenue Forecast has been updated to accommodate the new frequency.

Purchasing
Payments
The ACH Vendor Payment Email now includes the payment date and additional invoice details.

Purchase Orders
Fixed an issue with using drag and drop to attach files to Orders that prevented the first dropped file attachment to fail without reporting an error.

Media
Orders
Modified the wording on Insertion and Broadcast Orders log to Updated in place of Update to Sync.

Accounting
Journal Entries
You can now make Journal Entries to Planning Projects.

Labor Budgets
There is now a copy option on Labor Budgets more menu.

Accounting Today
The Unposted Transactions print reports now honor the Created By filter shown on the screen.
Removed inactive GL Companies from the multi-company GL Closing Dates listing.

Admin/Manager
Employees
Provided ability to add multiple employees to multiple teams thru the 'Update Employee Fields' process on the employee edit screen.

Import Data
You can now import and export Item Rate Sheets.
When importing Custom Field data using the Project Import, the Daily Feed is now updated to show the changes.
Updated the Campaign Import to allow for update and delete of segments. The Segment Action field supports Delete and Update by comparing the Segment Name.
The Client and Vendor Imports now set the "The Client is active" and "the Vendor is active" checkboxes to yes.

Strata Integration
Change Strata Sync to allow updating of OfficeID on Estimates, matching the UI business rules.

System Setup
Added a new Transactions Preferences to Time Sheet > Time Sheet option named "No Time Entries Before Specific Date".