22.09.18.0000 (Sept 2022)

Release Detail For 22.09.18.0000

Everyone
Calendar
Fixed an issue with Outlook subscription calendars where special properties from Outlook were causing an error.
Fixed an issue where subscription calendar meeting details were able to be viewed from the Staff Schedule when the owner did not give permission to the user to view their calendar.

Conversations
Now refreshing Project Conversations using real time notifications.

Expense Reports
We are now using the same Transaction Preference setting we have for Purchase Orders to print decimal places for Expense Reports.

Notifications and Approvals
Added the Approver Name field as a column option to the Items to Approve - Vendor Invoices section in the Notification bell window.
Corrected the Notification Bell - Billing Worksheets to Review & Billing Worksheets to Approve listings, to show the correct Billing Method Type.

Reports
Updated the Total Hours on the Client P&L Detail to not include opportunity hours for all Allocation options.
Changed the description for the Net Profit field in Project and Client P&L Multi.
Fixed an issue with scheduling a Project Budget Analysis report.
Added Campaign Amount Billed to the Project Budget Analysis report.
Added Campaign Segment to the Billing Data dataset and views.
Added Campaign Segment Start Date and Campaign Segment Due Date to a number of reports and views.
Added the Account Manager field from the related project to Billing Data and Transaction Detail Dataset.
Added Source Vendor Name to the GL Transaction Detail dataset and view.
Added Parent Client ID and Parent Client Name to GL Transaction Detail Data dataset.
Changed the Transaction Department field on the Project Cost Transactions Datasets to work as a filter when using any of.
Fixed an issue with the Project P&L Multi Scheduled report not working correctly if you were using Project Type and/or Project Status as a filter option.
Add Last Date Worked field to the Project Summary with Billing Schedule dataset.
Added User GL Company to Time Sheet Level Data listing.
Modified all the views that currently have the Exchange Rate fields. They now display 6 decimal places.

Salesperson
Client Portal
Added new client right "Use Project Request Conversations" to view Project Request conversations on the Client Portal.
Added Project Number to the Invoice listing on the Client Portal.

Project Manager
Campaigns
Added real time notifications to Campaign Conversations.
Added a Campaign Transaction Preference to "allow an employee to be the primary contact on a campaign".

Dashboard
Added the ability to add Tracking Forms to the Project Dashboard.

Deliverables
When using the Invite Others link on deliverables, it now displays the name they entered when logging in on the review comment area and the Deliverable Detail Report.
Fixed an issue with Deliverable Types with multiple Approval Steps auto approving.

Project Requests
Logging has been added to the Project Request Daily Feed and the System Log when the Completed check box is checked or unchecked on a Project Request.

Projects
Added the print to Excel function on the Project Manager > Projects page.
Added descriptions for projects completed on time and projects not completed on time to the Project Summary Dashboard.
Fixed an issue with printing timelines to PDF from the Project Views where groups were not displaying correctly.

Schedules
Added an option to the Project Reassign and the Staff Schedule Reassign when you Send Notifications to include the AM and/or PM of the project in addition to the user getting the assignment.
Added ability to select individual tasks on a Project Schedule to Set Baselines.
Fixed an issue where undefined would appear in the schedule grid for the Task Complete Project Status column.
Fixed an issue when you print the GANTT from the schedule where the task row at the page break was getting skipped when printed to PDF.

ToDo Board
Fixed an issue with adding multiple To Dos not working correctly.

Resource Manager
Assignment Management
Fixed an issue in Assignment Management where blockout meetings that begin before the week being viewed were including hours from prior to this week.

Traffic Calendar
Fixed an issue where editing a task from the Traffic Calendar changed its display order on the schedule.

Billing
Billing Worksheets
Generate Billing Worksheet listing for Fixed Fee projects now has a To Bill column that shows the billing schedule amount that will be brought into the worksheet.
Modified the Billing Worksheet > Generate process to support 50 character Client IDs .

Client Invoices
When client invoices are emailed to contacts a Daily Feed posting is created.

Receipts
When you generate Credit Card payments for open client invoices the system now sends an email notification. The Email is sent to the address on Client Details > Billing > Billing Details > Email Invoice To. When that address is not found, the Email is sent to the Primary Contact on the Invoice. When neither address is found, an Email is not sent.
Fixed an issue with changing the Cash Account when adding a new Receipt.

Retainers
When GL Tracking Options has Show/Require Depts enabled, Department is now available as an option on the Retainer Setup.

Purchasing
Credit Card Connector
The Credit Card Connector has been modified to honor the Tasks required GL Tracking Setting.

Payments
Added "Savings" account type to Vendors > Purchasing Defaults > Payment Options, and now you can pay via an ACH File from a savings account.

Media
Orders
In Broadcast and Insertion Order edit screens, action items will not display for users with view only access.

Today
Added Real Time Notifications to all of the Today screens to update the conversations.

Admin/Manager
Employees
Fixed the Supervisor lookup on the Employee screen.
Fixed an issue with the Task Reminder employee notification not displaying the Completed Predecessor checkbox correctly when selected.
Fixed an issue with setting the Expense Approver on an Employee with no Last Name.

Import Data
The Vendor Invoice import has been enhanced to now import custom fields. Use the Vendor Invoice Type column to add the Order Type to determine the custom fields for the invoice header. Use the Detail Field Group ID column to determine the custom fields for each invoice line.
You can now import the Email ACH To Address using the Vendor Import. You may also want to import ACH Enabled Yes to see the imported address on the vendor.
The Task Import/api has been modified to update an assignment when the Task ID, Service and User match an existing assignment.

Invoice and Estimate Layouts
Added the checkbox option ''Show row when 0.00' to the Total Gross field on the Estimate Layout. This will hide/show rows on the printed Project Estimate that have Total Gross = 0.00

System Setup
Added a Test CSI login button to Connections > Credit Card.
Fixed an issue with the Hawaiian (United States) Culture causing issues with date selections.
Fixed the date format for Maltese (Malta) culture.
Added Canadian Banks as options for Plaid Connections.
Fixed the PDF print option of the Service Rate sheet.