We are pleased to inform you that the version 10.5 of Workamajig® is now available f

Details of the latest update are listed below.

Sales Module

• Added new modules � Leads, Marketing Groups, Email Marketing
• New Visual Import for Contacts, Companies, Leads, Activities and Opportunities<
• Customizable view of history is now available for all Contacts, Companies, Leads, Activities and Opportunities

Leads

• List of people who may not be qualified as a client; prospects; suspects
• Added folders to enhance security and viewing options of leads
• Leads can be added to Marketing Groups
• Ability to convert leads to contacts/companies/opportunities/activities in one step
• Update information on multiple leads at once
• Ability to remove/merge duplicate leads
• Add activities for leads

Contacts

• Added folders to enhance security and viewing options of contacts
• Win Without Pitching levels set on contact from highest level on associated opportunities
• Update information on multiple contacts at once
• Ability to remove/merge duplicate contacts
• Now have the ability to add contacts without company information
• Now have the ability to move a contact from one company to another
• Created additional standard listings concerning the Win Without Pitching methodology

Companies

• Added folders to enhance security and viewing options of companies
• Update information on multiple companies at once
• Win Without Pitching levels set on company from highest level on associated opportunities

Activities

• Added folders to enhance security and viewing options of activities
• Able to link an activity to multiple companies, opportunities, projects, tasks, leads, and project files
• Can now add reminders for activities
• Added the ability to make an activity private

Opportunities

• Added folders to enhance security and viewing options of Opportunities
• Incorporated the Win Without Pitching methodology

Marketing Groups

• Users now have the ability to create Marketing Groups to group together Contacts and Leads for email marketing

Email Marketing

• Integrated with Emma. Information regarding Emma can be found on their website, HERE
• Automates activities/actions in Workamajig for the results obtained by the Email campaign conducted in Emma

Other Areas

Desktop/Interface changes

• Ability to change font size
• Quicker display and easier to read mouse over labels
• Added a Company Calendar widget
• Added the ability to clear filter fields on listings by clicking Clear All Custom Prompts
• Standardized icon placement in grid views

Project Diary

• Project diary notes are now activities

Calendar

• Added folders to enhance security and viewing options of calendars
• Calendar is now in Flash
• Drag and drop functionality
• Ability to print the calendar
• Activities can now show on the Calendar
• Ability to make public and private calendars
• Ability to view multiple users� calendars at one time
• Added a legend for event types that carries over to the calendar view
• Assign custom colors for other users� calendars

Mobile App

• Access areas of Workamajig from your portable device
• Dashboard-My Tasks widget and In/Out board
• Calendar-Day View
• Time Entry
• Look up and Edit contacts
• My Items to Approve

Syncs

• Server to server sync with Exchange
• CalDav support - allows iCal users to link their Calendar to Workamajig
• SyncML - a protocol to allow supported devices and applications to sync contacts and calendar entries with Workamajig

Creative Manager Pro goes beyond costing to offer full Project Management, CRM, Digital Asset Management, billing and accounting, and Extranet capabilities.

Please contact support@workamajig.com if you have any questions.

Support Team

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Creative Manager Pro Becomes Workamajig

Creative Manager Pro, the leading worldwide software program for ad agencies and others in the creative and design industries, has launched a new brand to match the creativity of its clients. Throughout the next twelve months, Creative Manager Pro's almost 17,000 users from across the globe will upgrade to the new brand, simply called, "Workamajig."

Please click here to view more details on this release

Please contact support@workamajig.com if you have any questions.

Support Team

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We are pleased to inform you that the version 8.5 of Workamajig® is now available for installed sites.

Details of the latest update are listed below.

Added Support for Company, Office and Department tracking in the ledger

• Added optional showing / requirement of Company, Office, Department, Tasks, Items on all financial transactions
• Support for Company level separation of financial transactions at the company level for Balance sheet entries.
You can run a trial balance and balance sheet at the company level.
• P&L tracking at the company, office and department level.
• Projects are linked into specific companies and offices. Transactions created and linked to these projects must follow the same office and company.

Enhanced the Budget entry screen to allow for budgets by Company, Office, Department, Client and Class.

• Now works in Flash
• Allows views at any level and combination.
• Summarize up to any level and drilldown for details
• You can now print the budget for your current view.

Enhanced the Expense Report Entry screen

• Now works in Flash
• New option to allow auto conversion to vendor invoice on approval.
• Vendor ID now on the header. Date range has been taken off and is now maintained by the transactions entered.
• Modified the billing rules for expense reports and conversion process to vendor invoices.
• If an expense report has not been converted to a vendor invoice, you can still bill it.
• After it has been converted to a vendor invoice, it does not show up on the project budget screen and cannot be billed.
• When converted, an exact duplicate of the expense report is created as a vendor invoice. From that point forward, the vendor invoice is used and billed. (Process is similar to PO�s)

Updated and Standardized Several Financial reports

• All the financial reports have been updated.
P&L now runs in Flash as an on-screen report and can be directly printed.
We have added a 12 month view of the financial report. There is now different reports for the corporate P&L vs a client or project profitability report Client and Project Profitability reports are customizable and have several different printing options. They are also on screen reports There is a multi view (one row per) and a detailed view that is more like a P&L. Added an option to flag clients as "Overhead Clients". These are used for clients who are set up for tracking internal projects. These do not show up on the profitability reports and all costs on these projects are considered overhead expenses. Added a Monthly cost and the ability to re-calculate labor costs based on the monthly salary. This allows people get their standard costs for a month closer to the actual payroll costs. It calculates the average hourly costs based on the total cost for the month and total hours worked for a person. If the monthly cost is set to 0, that person not adjusted.
The new reports support the ability to add calculated columns

Simplified WIP Posting

• The rule for posting wip have changed as follows:
• If it is billed or marked as billed, then it does not post into wip.
• If it has not been posted in, then it does not post out.
• Vendor Invoices are no longer repointed to the the WIP accounts. They will retain their normal expense account. When posted, they will be repointed to the appropriate account based on item type.
• Expense reports do not post into wip.
• There are new accounts for tracking Misc Costs and Expense Reports. These go into a new set of GL Accounts to make it easier to track production expenses.
• The project WIP analysis report has been moved and changed. It is now a ledger based report and has support drilldowns on transactions by project. This report is driven off the asset accounts in the preferences screen.

Other Things

• New Split Billing feature added to allow split billing of client invoices
• Invoices can now pull transactions from multiple project onto one invoice line
• Prebilled orders can be accrued to detailed expense accounts based on the item.
• Items have two options in transactions preferences that have changed.
• Default UnitCost/ Unit Rate from item.
• These now always default on the transaction.
• The Short Description, Long Description, GL Account, Unit Cost, Unit Rate, Markup will always default onto the line. If a project is specified, the Unit Rate and Markup may not come from the item based on the project settings.
• There is another setting "Always use Unit Rate for Gross Cost" that forces the system to use the unit rate from the item in all cases. Regardless of the unit cost, the rate stays the same. This also changes the behavior in transaction entry screens.
• This option has been moved from a global option to a per item option. It is also now called "Always use Unit Rate for Gross Amount". When you check this, the markup goes away and you can enter a standard rate.
• This option is now available for expense report items. This is useful for mileage type items.
• In item rate sheets, if this option is enabled for items, you can now set it per rate sheet.

Creative Manager Pro goes beyond costing to offer full Project Management, CRM, Digital Asset Management, billing and accounting, and Extranet capabilities.

Please contact support@workamajig.com if you have any questions.

Support Team

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We are pleased to inform you that the version 8.4 of Workamajig® is now available for installed sites.

You can refer to the Help Guide for the details of the changes included in this major update (Help Guide - About Workamajig® - What's New). This section will also include videos and guides about the new changes.

Your browser may prompt you to install the Flash Player when you preview the new Flash Schedule or use the new Flash Timesheet screens. Make sure that you install the flash plugin(Flash Player 9 from Adobe's site) for your browser to take advantage of the Flash component to Workamajig®.

The video showing the new Flash Schedule screen is available.

The user guides for the new Flash Schedule screen are available.

Based on client feedback, our engineers have developed an installer tool to allow users to apply the version 8.4 update yourself so that you can minimize the amount of downtime on your server.

Included in the zip file is an instruction document for using the update tool. Please review the instructions carefully and backup your database before you apply the update. If you need assistance, please contact us and our engineers can assist in the update during normal business hours.

If you received this as a duplicate message, we apologize for the mistake. We wanted to make sure that all installed sites are notified of the new update that is available.

Please contact support@workamajig.com if you have any questions.

Support Team

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The focus of this release has been in implementing many of the suggestions and requests from our clients. While this release does not have any major changes to the system, there are a number of smaller changes that have been requested by our clients. There were over 52 different enhancements made to the system. These changes include:

Project Management Enhancements

• Campaign budgets now have several new options for tracking actuals to the budget. You can now pull in actual figures by Item, by Project Type or you can specify which budget item each project goes to.
• We have added back a new side navigation bar to the flash based screens. Schedule and Grid Time Entry
• You can now export a specification sheet to a text file and then re-import it into a separate company. The system will set up the form and all of its custom fields for you.
• When using the "MY Tasks" dashboard part to input hours in your time sheet, the system will now default in an actual start date for that task if hours are entered without a start date.
• We have added more fields to almost all of the data sets for clients who have requested specific fields for reports.
• When a client logs into the system to add a project request, if they are part of a company that has a parent company, they will be allowed to select which client to add the request for.
• You can now select to see System Messages from Creative Manager Pro about coming events/releases under the Staff - My Info.
• The listing pages will now show a grand total for the list on the last page.
• We have added custom fields to the flash based schedule screen. These are selected based on the task type.

Media Enhancements

• The media estimate number will now print on the order
• The deletion of orders is now logged to the system log
• There is now an option to print the traffic section of a broadcast order
• The media discrepancy report can now be grouped to the station level

Reporting Enhancement

• The drill down P&L statement now has a drill down screen when you run the report in Cash Basis format.
• You can now add unapplied advance billing invoices to client statements
• You can now age your client statements by Invoice Date, Due Date or Posting Date
• We have expanded the field options on the project cost transaction data set

Accounting Enhancements

• You can now add sales tax on advance billing invoices. Then when you apply the advance bill to the real invoice, you can apply the sales tax to the real invoice as well to reduce the sales tax liability on the invoice.
• You can now turn unapplied advance billing invoices into credit memos. The system will generate a new credit memo invoice and close out the remaining advance billing amount on the invoice.
• You can now search for client invoices by project name
• We have added a new custom report data set that allows you to print the details of what has been billed on client invoices.
• We have added an option called "Use Expense Item Class When Generating Vendor Invoices" to the Transaction Preferences. If checked, the Expense Item class will be used on the Vendor Invoice Line rather than the User's class.

If the Expense Item does not have a class, then it will default back to the User's class.

• You can now inactivate billing statuses
• You can now show a total for labor and expenses at the bottom of client invoices as part of the subtotals on the report.
• You can now specify if tax applied to a billing item so that when doing billing by billing item the system will now default these onto the invoice.
• You can now group spots and insertions to the order level on client invoices.
• There is now a date range search option when applying a vendor invoice to orders.

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We have developed several videos to help explain some of the changes

• 8.4 Overview of changes
• Scheduling Changes in the Flash Version
• Scheduling Changes in the HTML Version
• Changes to Estimating
• Overview of Adding Projects
• Changes to the Time Sheets

We have also added a number of new guides

• Adding Projects
• Project Estimating
• Project Scheduling
• Project Snapshot

Project Management Enhancements

• The scheduling system has been completely overhauled and simplified. No longer are there three different types of tasks (summary, detail and assignments). It is now much easier and fluid to put a schedule together. There is still a great deal of flexibility in the system for budgeting and tracking actual hours.
• You can now drag and drop tasks or groups of tasks in the schedule to move things around.
• A task can now be made into a summary task by adding tasks under it. But you can also change it back by removing the tasks under it.
• Task ID's are only required on budget tracking tasks now.
• You can now see all the people in your company and how busy they are right next to the area where you assign them to a task. This greatly simplifies the task of finding the right person with enough available time
• You can now make tasks show up on your calendar at a specific time of the day. This can be very helpful in scheduling a specific person who needs their time blocked out during the day.
• You can now set up partial day calendar events and have it register that you are busy for that part of the day in the staff schedule. So, now if you are out for half the day, it will not look like you have 8 available hours on the staff schedule.
• You can now lock down a schedule and prevent others from adding tasks, changing constraint dates and other major changes to the schedule. This can be used by a traffic manager that wants people to put in actual dates, but not allow anyone to change a specific project.

Other Enhancements

• Installed sites now have greater control over the From address in our system generated emails. This helps with spam filters and other email restrictions organizations may have.
• You can now use an LDAP server to control passwords in the system. This feature is only available to installed customers.
• We have redeveloped the Time Entry Grid to work in flash. The time sheet now saves each line as you move from line to line. So if you have a project that is now inactive on your time sheet, you no longer have to worry about it. As long as you do not edit that line, you can change all the other lines on a time sheet without a problem.
• The project snapshot has been redesigned to show more information and provides a clearer picture of the financial status of a project. You can also now print the project snapshot.
• You can now specify that a vendor invoice is the last vendor invoice you will receive for a purchase order line. This will automatically close the line and perform any remaining accrual reversals that need to happen.
• You can now mass email invoices to clients. You select the invoices to send and the system will generate an email with the invoice attached and send it to the primary contact on the invoice.
• You can now mass charge clients credit cards. If you have a number of clients that you do hosting for and need to charge their credit cards every month, you can now do this easily in mass from within Creative Manager.
• You can now generate fixed fee invoices as a percentage of the estimated billing items on a project. If you summarize your invoices and estimates by Billing Item, you can now generate your fixed fee invoices this way as well.
• You can now enter time for your assigned tasks right on the dashboard. You can also flag assigned tasks as completed right from this dashboard part.

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Project Management Enhancements

• You can now view and delete all of your attachments in one place if you need to reduce the amount of disk storage on the server. When viewing your activation status, you can pop up a window detailing all of your attachments and delete them right there if you want.
• You can now limit the Project Assignments by Person and Due Date report by Department
• The description of work field has now been increased in size to 8000 characters
• There is now a security setting that allows you to search for files in digital assets across projects and include projects you are not assigned to.
• When you reassign people on a project, there is a new option to assign any unassigned assignments to a specific person.
• When you create a new project from a project request, you can now select to copy all of the files from the request into the Digital assets folder when the project is created.
• When creating a digital art review, you can now select to either upload a file or link to a specific version of a file in digital assets.
• Tracking forms for a project can now be numbered either sequentially per project, or have a global number assigned to it (like company level forms)
• When changing the Get Rate From option on the project billing setup screen, the system will now prompt you to update the current billing rates on all unbilled labor transactions.

Accounting Enhancements

• When converting an expense report to a vendor invoice, you can now select any vendor to create the invoice for.
• We have added option to only show Posted Transactions on Accrued Order Detail Report
• You can now select the width of the client address on you invoices and estimates. You can also select to show your phone and fax number on your invoices and estimates below your company address.
• You can now see the posting dates for write offs, mark bills and billed transactions in the transaction screen.
• You can now manually edit the sales tax amount on a vendor invoice.
• Check printing has been enhanced to allow for printing of all detail lines on a check. If the amount of detail shown on a check exceeds the amount visible on one check, the system will continue to print the details on the next check and void the next check number.
• You can now specify if you want 2 or 3 decimals to print on your unit cost for your purchase orders
• When you void a payment, the system will now cut the link with the vendor invoice and create the reversing void. This will allow you to edit the vendor invoice after voiding the payment.
• Time sheet deletions are now tracked in the system log
• There is a new report that shows the actual hours worked per day for an employee vs the minimum hours per day specified for them.
• You can now optionally show the product and division on the invoice and estimate.
• On the check format, you can now specify the date format. You can select the standard format or one of the formats required by the Canadian government.
• You can now inactivate rate sheets.
• Task only estimates now calculate sales tax based on the taxable flag on the task.
• The system will now default the standard unit rate onto all purchasing transactions. If you have selected to default the unit cost and rate from items, the system will copy over the standard cost and a standard unit rate based on the item. This helps with people who always charge a specific amount for a particular kind of item.

Media Enhancements

• Added the feature to StrataLink to lookup client by Customer ID or Name when the list of clients exceeds a certain limit. The limit is specified in the configuration file for the application.
• Added the option to print Broadcast Traffic information on orders. It is specified on the broadcast header and can be defaulted from Transaction Preferences.
• Added copy line function to Purchase Orders, Broadcast Orders and Insertion Orders.
• Added the option to sync vendor invoices from Strata and SmartPlus as approved or not approved. Set in Transaction Preferences.
• Added the option to print client name on Broadcast and Insertion orders. This is set on the order header and defaulted from Transaction Preferences.
• Added standard listing capabilities for Stations and Publications.
• Added the ability to open and close all or individual spot lines on a media order.
• Added logic to determine the outstanding open amount on a vendor invoice being applied to pre-billed orders when importing from Strata or SmartPlus. It accounts for orders billed at Gross, Net and Commission only. The same logic applies when manually applying an order to a vendor invoice.
• Add a system option that will automatically generate revision lines for broadcast orders when synced after a line has been pre-billed. If the line has not been billed, the system will update the original line. If the line has been billed, it will generate a revision line reflecting the net difference. There may be one or two lines generated depending upon Transaction Preferences. If further syncs occur, the system will continue to update the generated single revision line unless it is pre-billed in which case, a new revision line will be generated for the net difference between the original line and all previously generated revision lines.

General System Enhancements

Paging has been added to the lookup windows to help with large lookups. We have also added an option to give you better control over how searching is done when the window first is opened. If only one row is returned in the lookup, you can now select if you want the system to only show that one row or to research for all rows.

We have added security settings on custom report data sets. You can now select by security group which custom data sets they can create reports for. You can still create a report and give a group access to run it, but they may not be able to edit the report. You may want your AE to be able to create their own reports for contact management, but only be able to run existing reports for time details. This security settings now give you that flexibility.

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The Big Changes

• The input and output format of dates is controlled by your internationalization settings. (Big cheer from our friends outside the US)
• Based on your culture settings, the system will now validate and output dates based on your location. The expected format is shown under your culture settings in System Settings.
• Unlimited Addresses for each company and contact. (yes, contacts)
• You can now select default addresses for Mailing, Billing and Payments.
• You can default a contact's address from the company or put in specific named addresses for them.
• When printing Invoices and Estimates, you can now specify a primary contact for that invoice or estimate. With this, you can select any address to be printed on the estimate or invoice that belongs to the company or that contact.

Other Changes

• You can now place vendors on hold to prevent payments for these vendors from getting selected for payment or getting printed.
• You can now copy a media order.
• You can now run the General Ledger report across fiscal years.
• When printing client invoices, you can now hide the details for your broadcast and print orders and just show the details at the grouping levels.
• You can now select for your clients to only see invoices where they are the primary contact, all invoices for the company or all invoices for that company and any in the parent company chain.
• You can now apply credit memo's across sub companies for a parent company.
• You can now add an unlimited amount of text to the standard text boxes for Orders.

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The Big Changes

• The input and output format of dates is controlled by your internationalization settings. (Big cheer from our friends outside the US)
• Based on your culture settings, the system will now validate and output dates based on your location. The expected format is shown under your culture settings in System Settings.
• Unlimited Addresses for each company and contact. (yes, contacts)
• You can now select default addresses for Mailing, Billing and Payments.
• You can default a contact's address from the company or put in specific named addresses for them.
• When printing Invoices and Estimates, you can now specify a primary contact for that invoice or estimate. With this, you can select any address to be printed on the estimate or invoice that belongs to the company or that contact.

Other Changes

• You can now place vendors on hold to prevent payments for these vendors from getting selected for payment or getting printed.
• You can now copy a media order.
• You can now run the General Ledger report across fiscal years.
• When printing client invoices, you can now hide the details for your broadcast and print orders and just show the details at the grouping levels.
• You can now select for your clients to only see invoices where they are the primary contact, all invoices for the company or all invoices for that company and any in the parent company chain.
• You can now apply credit memo's across sub companies for a parent company.
• You can now add an unlimited amount of text to the standard text boxes for Orders.

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The focus of this release has been on the billing process. We have added a new function call billing worksheets to replace the existing billing worksheet functionality. The existing billing worksheet screens have been moved underneath the project budget screens and still allow you to do all of the functions he did before. The new billing worksheet system was developed for larger agencies with more complex billing needs and requiring more effort In managing the billing process. the billing worksheet system creates an electronic process that each projects worksheet moves through. All editing and reviewing is done online real time through the creative manager system. You no longer have to hunt down an AE to find out if they have reviewed a particular project or if it is ready for billing. Everything is on line and easy to find. we'll also expanded the number of defaults that you can set for each client and project. these defaults allow for greater automation of the billing process as the system will use these defaults to streamline the setup of client invoices.

Billing

• Added the new billing worksheet screens (Click Here for an overview)
• Expanded the defaults for invoices on client setup screens
• Added a new billing method to the project Billings screen. (Time and Materials, Fixed Fee and Retainer)

Media

• Broadcast orders now have an expanded input screen that allow easier input for media orders.
• The link with Strata and Smart Plus has been expanded to bring over orders at the most detailed level. This allows for greater flexibility in billing
• You can specify different types of revisions and when editing a media order. When changing an order, you can specify the reason for the change.
• Purchase orders, broadcast and print orders can now be modified after they have been billed.
• The new client invoices tab has been added to reveal orders. The screen allows you to quickly view which line items have been billed on which invoices.

Time Sheets

• You can now specify a custom date range on a time sheet.
• You can copy and existing time sheet for yourself or for another person.

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Enhancements

• The billing worksheet and transfer transaction screens has been moved and renamed in preparation for the new billing worksheets coming at the end of February. The Billing worksheet and Fixed Fee billing screens are now located in the same section as the project budget. To locate the Billing Worksheet, click on Projects > Last Project > Budget and Estimates > Transactions.
• The vendor name has been added to the billing worksheet report to give greater visibility to costs.
• We have added additional flexibility to estimate numbering. You can now either choose a global number system or one based on the project number.
• When printing income statements, you can now select multiple classes at once and have the system page break per class.
• You can now add the vendor invoice line description as a column on your check stubs.
• All day events viewed in different time zones will no longer show as spanning days for people not in the author's time zone. They now show as all day events in the day scheduled by the author.
• We have made some performance enhancements to the scheduling screen of the calendar events. This should be move visible in company wide events.
• We have added additional security options to project request forms and tracking forms. You can now limit access to adding project request forms by security group. You can also limit access to specific tracking forms by security group.
• Your company phone and fax now prints on all purchase orders, insertion orders and media orders
• We have added several requested options to the project profitability report to make selection and grouping more flexible.
• You can now give clients access to prior digital art reviews. When given this right, they will see all completed art reviews for a given project. The ability to view other people's comments is set on a review by review basis.
• We have added several different sorting and grouping options to the active project list on the dashboard.
• The vendor name as well as the vendor ID is visible in the Select Invoices to Pay screen
• The Client ID and name has been added to the broadcast and print media listing screens.
• When you enter time through the My Assignments page, the system will now link your time entry to a specific assignment. Along with this there is a new invoice template selection that lets you group your detail under a line item by Task and assignment. The invoice will show the total time by assignment.
• You can now page break the billing worksheet report by AE or Client.
• There are new options for setting approval due dates for estimates. In preferences, you can set how many days an internal and external approver have to review an estimate. When the estimate is submitted for approval, a due date is generated. You can then subscribe to a notification that will email you whenever an estimate is not completed by the due date.
• When you click on your logo at the top of the screen, it will now take you to the dashboard.
• There are some new auto sorting options in the schedule screen. You can now have the system resort your tasks by Task ID automatically. This will sort tasks within a specific summary task. The option to do this is located at the bottom of the schedule screen.
• The project budget summary report is now a printable report. The old Project Budget Summary report is now called the Project Budget Drill Down.
• The Client name and Project number now prints on all media orders.

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Estimating and Billing Enhancements

• You are now able to edit the rates for services on each estimate.
• Estimates can now be entered for services only.
• Estimate Printing Options
• You can now roll up estimates to the billing item like an invoice.
• You can optionally show zero amount line items on your estimate.
• You can now optionally show the approvers name at the bottom of the estimate
• Purchase Orders can now have sales tax specified on them. These sales tax settings carry over to the vendor invoice when an order is applied to an invoice.
• You can now run your billing worksheet report and the mass billing function by Campaign.
• We have added a retainer management section to the system. You can now set up retainers for your clients, link them to projects and automate the billing of the retainer.

Project Management Enhancements

• You can now add attachments to assignments and access them from the My Assignments screen.
• When a project is place on hold, it will not count that project when calculating the availability of your staff.

System Integration Enhancements

• We have completed our import interface for Smart Plus which allows you to import orders and invoices directly into Creative Manager.
• For new users who are converting from Quickbooks, we have a new conversion tool that can help get Creative Manager set up quickly and easily. Our new conversion tool will pull in your customers, vendors, items and open AR and AP.

Financial Management Enhancements

• We have added a new set of business metrics to the system. Based on David Baker's business management philosophy, you can now check the heartbeat of your business in an instant.
• We have added a cash projection drill down report. This report will give you better visibility to how much cash you will have on hand in the future.
• You can now run your project profitability reports for a Client, Division, Product and more.
• When printing financial statements, you can now have your overhead expenses automatically allocated to a client or project based on that client's percentage of labor cost.
• We have added a new check run proofing report that allows you to check your payments prior to printing.

Billing Enhancements

• We have added the ability to process credit cards directly from within Creative Manager. We currently support on the Payflow Pro system, but others are in development. If you use a specific provider, please notify our support department to determine if we can support it for you.
• When inputting an invoice, you can now apply an unlimited number of sales tax codes to an invoice and select these sales tax codes on a line item by line item basis.
• You can now mark billable items as On Hold so that they can be billed separately from a main billing run.
• Estimates are now auto numbered for you based on the project number and a sequential number. This gives you a unique reference to an estimate making them easier to find and reference. We have also added a new listing view of estimates which allows you to view all estimates across your projects.
• We have expanded the visibility of dates for insertion and broadcast orders in the billing and invoicing process making it easier for you to bill clients for specific media orders.
• We have enhanced the mass billing section of the system with several requested enhancements.
• You can now specify the invoice and posting dates for all invoices
• You can create invoices that combine projects by client or by parent company.
• We have created a new special media billing screen with enhanced options for selecting and invoicing media orders.
• We have also enhanced the printing of media orders on invoices giving you 5 levels of grouping and the flexibility to choose the columns that show up on the invoice detail.
• In the billing worksheet report, you can now view the budget for the task or item if you use one of these grouping options.
• The invoice write off process has been enhanced to automatically create a credit for that client that will hit your write off account. This give you better control over the posting date and amount that is written off.

Calendar Enhancements

• When adding a calendar event, the system will now warn you if anyone who is attending the meeting has a conflict with that time.
• You can now set up global and personal distribution groups for the calendar. now you can select a group of people to add to an event rather than selecting them one by one.

Purchasing Enhancements

• We have enhanced the printing of orders within our purchasing system with options like:
• The ability to link specification sheets from projects to Quotes, Purchase Orders, Insertion Orders and Broadcast Orders
• The ability to print Net and Gross on a media order
• You can now have the default expense account on a vendor invoice either default from the vendor or the selected item.

Project Management Enhancements

• The reassignment function on project has been enhanced allowing you to reassign specific assignments or everything on a project. You can even reassign everything from one person to another across all projects.
• You can now link your projects to client products and divisions for better reporting on your larger clients
• When creating a project, you can now set up predefined team that will assign specific people to the project for you.
• We have added a new scheduling view that allows you to look at your projects like that old excel spreadsheet that you are used to. You can specify a standard set of task ID's in a layout and the system will create a virtual spreadsheet for you to review and edit tasks and assignments.
• We have added a flag to tasks that allows you to flag them as special administrative tasks. Now you can limit people to just charging time to tasks they are assigned to and set up administrative projects to track vacation and sick days. The system will let you flag the Vacation task as open to anyone for time entry making it easier to administer these projects.
• You can now specify that the system will NOT use actual dates to update the plan. Many clients have told us that they would prefer that the system not update the plan with actual dates entered by people.
• The creative brief has been expanded from 8 to 12 sections.

General Enhancements

• We have modified the setup screens by separating them into different sections based on how far along you are in your implementation. We have also added some new implementation guides that we hope will make it easier and faster for you to get up and running.
• You can now add a new time sheet from the My Assignments screen without needing to leave the screen.
• When running the financial reports, you can now select a group of class ID's for a report or view only the transactions that have no class on them making it easier to view your financial reports for special projects, divisions or other needs.
• We have expanded the size of the time sheet comment field from 300 characters to 1000.
• You can now specify a journal entry as auto reversing and the system will post a reversing entry on the first day of the next calendar month.
• You can now specify that a sync from Outlook or the Mac address book will not delete any server side records. This can help with the accidental loss of data during a sync process.
• You can now search for contacts using skills and specialties in the main contact search screen.
• If you have the ability to manage other people's calendar, but you don't want to see other people's requests for meeting approvals, you can now turn this off on the dashboard part by editing the settings on that section.
• You can now select the time and frequency of the daily updates. You can even set different times to have the missing time notification, overdue time sheets and project budget notifications to be sent out.

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