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What's New - May 8, 2023
Enhancements
Update jobs to post FX gains/losses to WIP
The Job import template now includes a column to update the Pass FX Gains/Losses to Client flag at the job level. This functionality facilitates billing/crediting the advertiser for foreign exchange gains or losses resulting from movements in FX rates between the supplier invoice creation and payment disbursement.
When enabled at the office level, new jobs automatically inherit this setting, but existing jobs are not retroactively updated.
To update existing jobs, navigate to the Jobs page and click on the Excel link. This will export the standard Accountability template with a list of jobs based on the filters you have entered. Update the column labeled Pass FX Gains/Losses to Client with a Yes for relevant jobs. To learn more about this feature, see Option to Pass FX Gains/Losses to the Client.
Request a daily flowchart of hours for all employees
The Missing Timesheet Report shows a daily flowchart of hours for each employee with incomplete/missing hours. For agencies who are using this report format to see the daily hours for all employees, there is now an option to Include Employees Without Missing Time. Simply check the box to the left of this option.
Set Read-only access for Estimate templates
You can now limit Estimate template creation and changes to a specific group of employees while giving the rest of your team access to agency-defined templates.
Accountability Admin Users can navigate to Set Up Files>User Access Groups and give relevant groups Full or Read Only access to Estimate Templates.
Fixes
Supplier custom fields are now included on the AP Aging report
The AP Aging Report now includes data from agency-defined (custom) Supplier fields. For more information on custom fields, see Manage agency-defined custom fields.
Actual transactions on Expense Summary exclude journal details
When drilling down to actual transactions for a specific expense line from the Expense Summary page (Manage Expense Claims), the system no longer shows the corresponding journal line item. Prior to this fix, the journal line was included in the Total duplicating total amount of the expense.
