Release Detail For 22.06.19.0000
Fixed an issue where subscription meetings that were marked private were visible to other users when they clicked on them in the calendar.
Made a change to the Organizer lookup on Calendar Edit so that it can support more than 500 items.
Fixed an issue where subscription calendars were causing the Staff Schedule to not load if they were being refreshed at the time.
Fixed an issue where Subscription calendars reported a "Successful" status, even when the subscription service returned an error.
When approving an Expense Report and using the Create Vendor Invoice option, the invoice is opened on the screen.
Modified the Copy Google Sheet Link to better handle views that use the 'Any of' option.
When a Favorite report name is modified on Edit > Settings the Favorites listing is refreshed with the updated name.
Corrected an issue on the Sales Tax Analysis where tax was included on the Expense line of a Payment or Receipt, the report should not be counting that as a tax.
The Campaign P&L now offers a Campaign Revenue column that shows amounts billed using the campaign budget. Click on the revenue amount to open the campaign to be able to review the invoices on the Billing panel.
Added a third grouping option to the Invoice Backup report.
Added Approval Date to the Credit Card Charges dataset and view.
Added Account Manager to the Advance Billing Data report.
Corrected an issue with the Corporate P&L unrealized gain/loss drill down when using the 1 Year Monthly version.
Added Client Primary Contact field to the Project Task Data Dataset.
Added PRF Approvers field to the Project Request Setup Data' that will display a list of all the Approvers set up on that Project Request.
Added Transaction Month Formatted field to the Project Cost Transactions datasets.
Remove Required Minimum Hours per week for users when switching from Weekly to Daily Timesheets.
Added an option to Show Schedule % Complete on the Client Portal.
Added Country as an SSO attribute used when adding a new client/vendor user.
Fixed an issue where graphs were not working because the Graph Type was changed and the Upper and Lower targets were not cleared out.
Fixed an issue with copying values for Sales Amount and Project Type when converting a Lead to an Opportunity.
Project Billing, Mass Billing Fixed Fee and Billing Worksheets have been enhanced to bill negative budget amounts.
Fixed an issue with exporting the Project Budget drill down screen to CSV that caused it to fail when the Project Name had special characters such as "/" in it.
Fixed an issue with being able to access a Campaign through the Project dash or certain views when you did not have the right.
Corrected an issue with the Campaign Billing Schedule that prevented the Insert Row option from displaying once the rows in the schedule reached the bottom of the screen.
Fixed an issue where files were not copying to a Deliverable Round when using "Send for Review" from files and using a deliverable type with an approval process.
Fixed an issue where the Notify person on a Deliverable Review round appeared to get deleted if an Approver was deleted after a decision was made.
Fixed an issue with copying project folders to other projects and not copying the security if there was custom security on it.
Added Project Billing Status to the Billing Options of Planning Projects.
Added the ability to specify individual users with access to Project Request forms in addition to security groups.
Client Invoices and Estimates now support printing Arabic characters in the Client Name.
When data on the Project Settings tabs is removed, the Daily Feed now shows the removed text.
Added printing of the timeline in Project Views to both PDF and Excel.
Added Remaining Labor Budget and Remaining Expense Budget to the Project screen.
Fixed an issue where changes made to the Project screen when using a column set that had a field with a Field Label Override would not be logged to the System Log.
Fixed issue where Assignments disappeared on the schedule after drag and dropping tasks.
Added a System Settings to the To Do Board to pick what filters options show and added Show Type as a Filter option.
Added Type as a Group by option to the System Setting and 3 dot menu.
Added Type to the Update Multiple options.
Added Type to the cards in Card view and changed the side color of the cards to be based on color set on type.
Allow any Service to be selected from the Service filter in the Assign Work section on the Assignment Management screen.
Fixed an issue where current week planning project hours weren't calculated correctly in the Staff Schedule when there were actual hours during the week.
Made changes to the processing of subscription calendars to improve performance of the Staff Schedule.
Fixed an issue with the Next 4 Weeks Date Range in the Traffic Calendar not containing the entire 4th week.
Corrected an issue with Campaign Billing Worksheets that sometimes prevented a Master Worksheet from being created.
Add/Edit a Client Invoice has been modified to allow you to select a Planning Project.
Modified the "Recalculate Labor Rates on Unbilled Time Entries" for clients with several thousand projects.
Modified the Deposit ID for ACH and Credit Card receipts to include a time notation that guarantees a unique ID.
Added Include Labor and Include Expenses to the Retainers Views.
Credit Card Charges
Credit Card Entry now honors the Approve Credit Card Charges security setting. Check Security Setting > Purchasing > Approve credit card charges for security groups that are able to approve charges. Users that are set as Administrators can also approve credit card charges.
Fixed an issue with check printing long vendor names. The name is now truncated to fit on the check and check stub if necessary.
Fixed an issue where the purchase order approver wasn't correctly set when the Transaction Preference > Purchase Orders > "Assign approver with the lowest limit" is ON.
Corrected an issue with Broadcast and Insertion Orders when editing a line on the order the screen would always jump to the bottom of the line display.
Added feature to group ACH payments into single batch. From Reconcile page>click Rec Balances pencil> check ACH Batch as Single Row
Fixed an issue with saving GL Accounts when the EBITDA field is displayed in the grid. EBITDA is no longer offered for roll up rows.
When copying a single Journal Entry the posting date is defaulted to today.
The Accrued Order Detail Report is now listed under Today > Accounting > Reports.
Fixed the Web Hooks Queue page so it returns data and the user can resubmit items.
Fix issue with WebDav folder permissions not being copied when creating project through the API.
The Task Import now updates Percent Complete even when there is an existing value.
The Task Import now sets the Percent Complete column to 100% when the Act Complete date is imported.
The Teams import now supports importing both employees and contacts.
Layouts and Estimates
The Currency Id option on Designed Layout Invoices and Estimates will now show an ID for the home currency as well as alternate currencies.
Added Currency ID and Currency Description to the Expense Reports views.
Please sign in to leave a comment.