– We have added a new monthly 12 month view to the balance sheet.
– We have added a copy function to vendor invoices to make it easier to duplicate admin type invoices.
– Added the following to the Client P&L Multi Report: 1. Add new option to choose a specific Financial Budget 2. Add new Budgeted Revenue field column to the Client P&L Multi report to show the budgeted revenue total for the client based on the selected financial budget.
– On the client P&L Detail report we made it so when a Parent is selected from the current Client criteria lookup, a checkbox appears that allows the user to Include child Companies. When that is checked the report does the rollup of the parent and all child data.
To see a full list of improvements in this update please go to: learn more
There is a new checkbox on the GL Accounts called Revalue on Balance Sheet. This box should be checked for your accrual accounts: Advance Bill Accrual and Unapplied AR/AP Accounts.
To read more about the functionality of the Revalue on Balance Sheet checkbox, please refer to the Help Guide.
If you have to whitelist our mail servers for your spam filters, we are talking to you! If you have no idea what we are talking about, skip ahead.
On August 1st, we plan on moving our mail servers. Unfortunately, this will require the IP addresses for these servers to change. If you have our mail servers white listed, you will need to update the ip address.
mail2.crmgr.com will move from 184.108.40.206 to 220.127.116.11
mail3.crmgr.com will move from 18.104.22.168 to 22.214.171.124
Both servers will remain active for a period as we transition, so you may want to white list both.
Have you heard of Workamajig Platinum?
This is the new HTML5 interface we have been talking about. If you are interested in seeing it in action please contact firstname.lastname@example.org to set up a call with your Account Manager.
Or read about it at http://help.workamajig.com/#platinum-for-creatives
For Developers out there we now have a Timesheet API available and CRM API in BETA.
Contact email@example.com for more info!
Please email them to firstname.lastname@example.org