Release Detail For 22.08.14.0000
Notifications and Approvals
When approving Expense Receipts, the screen will remain open in order to complete any Vendor Invoice actions.
Added a To Do Reminder email notifications to the Transaction Preference Daily Emails. This includes To Dos assigned to you specifically, not completed and with due dates.
The Schedule Reports feature has been added to the Corporate P&L and the Balance Sheet reports.
Corrected an issue on the Corp. P&L when using the YTD option.
Added Sort By and Direction options to pie graphs.
Changed the Client, Account Manager and Project Manager filters to be Any Of on the Project Budget Analysis report.
Changed the Office filter in the Project Budget Analysis report to an Any of.
Added Attachment Count and Line Attachment Counts as available fields on the Credit Card Charges View.
Added Client Company Type to the Project Assignment Views and Task Assignment Report.
Added Account Team to the Project Summary Data dataset.
Added User Email Address field to the Time Sheet Level dataset.
Added 'Due By' field to the Column selection list for the Project Task Data report.
Added Posted (YES/NO) column to the Billing Data and Transaction Detail Dataset.
Changed the date filter to be a Date Range field on the Billing Worksheet Report.
Added Account Manager to the grouping options on the Media Recap report.
Corrected an issue with the Media Billing Report project selection.
Corrected an issue with making a report a Favorite when the security set by specific report.
The Comment boxes on the TimeSheet entry screen for week view will now pop up on mouse rollover.
Added 'Open Deliverables Only' filter and fixed the 'Open ToDos only' filter for the Tile View of the Today Creatives page.
Added Contact Active to the mass update of Contacts views.
Fixed an issue with the search in Projects and Segments on a Campaign.
Made a change to sort the Deliverables on the Project Dash by date AND time descending instead of just date descending.
Added the related Campaign Name next to the Project Name when printing a Project Request Form that is campaign related.
Added a lookup to the Project View timeline print to Excel to allow you to select the Segment field you want to display on the timeline.
A Retainer column is now available on the Projects screen.
Now hiding project blockout meetings when the option "Exclude Project Meetings" is selected on the Staff Schedule filter options.
Mass Billing - Media
Corrected an issue on Mass Billing - Media when billing PO and vendor invoices items together.
Added Scheduled Report options to the Billing Schedule view.
When entering Credit Card Charges, the screen first looks at the credit card approver on the Employee. If they have the right or are an admin, they are selected as the approver.
On the Purchasing Today > Checks to Print, the restriction for the currency on a payment to match the currency on the bank account has been removed.
The default GL company on the Select Vendor Invoices to Pay screens is now set to All when there is no default company set on GL Tracking Options.
Vendor Invoices have been enhanced to accommodate Custom Fields as used on purchase orders. On the Add a Vendor Invoice panel specify a Type. You can now add data to Field Group fields on the invoice header and Order Line Field Groups on the detail lines. In addition, a new custom report Vendor Invoice Data w Custom Fields is available.
Corrected an issue where a finalized Account Reconciliation was open on a screen and a payment was posted on another tab, the payment was added to the account reconciliation.
Parent GL Accounts can no longer be set as an EBITDA account.
Added the Project Due Date to the Revenue Forecast grid.
GL Companies has been added to the Vendor Import.
The Action prompt has been removed from the Tasks Import. All changes are now considered an 'Add'.
Fixed an issue with links in outbound emails having the SSO prefix applied multiple times.
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