August 14, 2024
New
Auto-Pay Credit Cards
From the Account Management page within the Client Center, your billing contacts can now mark credit cards as 'auto-pay'. When a card is set as auto-pay, and you have automatic payments enabled, the card will be used to pay off any open invoices for the company that do not already have a payment method specified.
When a card is set as auto-pay, the Finance Email and the billing contact will receive an email notification that a card was set up for auto-pay.
Xero Integration
We are excited to announce a brand-new system integration with Xero accounting software. The Xero integration has basic functionality that we plan to expand on in the coming months. The set up and use of Xero is similar to our QuickBooks Online integration.
To use Xero, you need the new Xero module enabled, and to set up the integration, you need the new user permission 'Xero'.
With both of those items, the Xero integration can be connected by going to Settings > Integrations > Xero. From here, click 'Connect your Xero account', and follow the login prompts to connect the systems. Multiple Xero accounts can be connected if needed.
Once connected, like with QBO, you will need to review your product mapping on the Settings > Billing > Product Mapping page to determine how products should be pushed to Xero.
In this month's release, we are supporting pushing company and invoice data to Xero. To do so, you will need to set your Export Companies Format, and Export Invoices Format configurations to the new 'Xero' option.
Client Center External Reporting Links
In the Client Center on the Analytics page, customers have had access to analytic and reporting links for specific line items. This release, we added company-level external reporting links that can be embedded on this page for your customers.
Embedded links can be created either on the company's Overview page under the new 'External Reporting Links' section, or on the Additional Info edit page for a company. Once the link is added, use the ellipses icon to 'embed' the link in the client center.
Any embedded links can be viewed by your contacts on their Analytics page.
Improvements
Updates to Artwork and File Upload Notifications
Multiple new system configurations were added this release to add more granularity to our artwork notifications. Below are the new configurations and what they each do.
Digital Email Artwork
The email set in this configuration will be used as the ‘from’ email address for automated artwork reminders for digital ad, and digital media items. It will also be used as the ‘from’ email address when artwork is uploaded or assigned through the Client Center for digital ad, and digital media items.
Print Email Artwork
The email set in this configuration will be used as the ‘from’ email address for automated artwork reminders for print ad items. It will also be used as the ‘from’ email address when artwork is uploaded or assigned through the Client Center for print ad items.
Include Rep on Artwork Upload/Assignment Emails
When artwork is uploaded or assigned through the Client Center, the user assigned to the ticket will receive an email notification. This configuration determines if you want the primary rep for the company to be CC’d on this email notification or not.
The Artwork Email system configuration was also updated along with these changes. The configuration now works as written out below:
The email set in this configuration will be used as the ‘from’ email address when sending grouped artwork reminders. It will also be used as the ‘from’ email address if artwork is uploaded through the Client Center that is not associated with a print ad item or a digital item.
Any manually sent artwork reminder emails will be sent from the user generating the email and will not use the emails set in the above system configurations.
Moved Ticket Menu
The 'Tickets' menu has been moved to be a sub-menu of the main Production menu. To get to your Ticket search pages, you will need to go to Production > Tickets.
Additional Improvements
When an order is finance approved, the system will update the artwork contacts on the order to ensure they can receive automated emails.
When sending manual artwork reminder emails, you can now BCC yourself.
A Ticket dynamic attribute importer was added this release.
The display of error and success messages has been improved when pulling in items from AdCellerant.
If the billing type of a product from AdCellerant changes, the user will now be prompted to update the corresponding Ad Orbit product when pulling in AdCellerant updates.
Order ID has been added as a column to the line item importers.
Files can now be uploaded on the Compose Email page of a ticket when sending Internal or Proof Request emails.
A new 'Preview' action is available in the Client Center artwork and digital media galleries. The action opens a larger view of the asset, so contacts can see a larger view of the image without needing to open the details page for the asset.
An Anonymous Artwork Upload Token Expiration Days system configuration was added this release, which allows you to change how long the anonymous upload links remain active for. The default is 14 days.
On the new ticket layout, a few improvements were made. The Order Rep field was moved above the Line Item Rep field. The order PDF will no longer be visible to users who cannot access that order, and the line item edit popup and net amount will no longer be visible to users who do not have the permission to edit that line item. Finally, company name has been added to the ticket page title.
The FTP import of Map Your Show CSV data is now automated when enabled in your site.
When adding or editing an event forecast item, only future events will be available to select. Additionally, there is a new system configuration Require Publication and Product on Digital Media Forecasts which determines if those fields will be required or optional for your digital media forecast items.
A system configuration Export Marketing Subscriptions to Omeda was added to determine if you want Marketing List subscriptions exported when using Omeda or not. If set to yes, they will be exported denoted with an -M to indicate the subscription type.
When a subscriber is marked as inactive, their subscriptions also get marked as inactive. This release, we updated this functionality so that the subscription end dates will be updated to the date the subscriber is marked as inactive.
The relevant Map Your Show system configurations have been made available on the Map Your Show Settings page.
Events can now be 'closed', which does two things. First, it will mark the event as inactive. Second, it will mark all line items and tickets tied to the event as 'done'.
Multiple additions were made to the Consolidated Snapshot and Consolidated Sales reports this release. There are new Primary Rep and Campaign Name search fields, and the Order ID column is now a link that will redirect you to the company's Orders tab.
If the Mark New Companies Created as Exportable configuration is set to No, companies will now be set as exportable when they have an order that is finance approved.
When only comp subscriptions are enabled, there is a new action on the Subscription Search page to 'Full Record Edit', which will open the full edit page, rather than the comp subscription edit popup.
An Event product type has been added to the Tax Tables.
If only comp subscriptions are enabled, the 'Comp/Paid' column on the contact Subscriptions tab will not display.
Fixes
The tables on the Publication Goal Metrics by Month report are now being sorted alphabetically by publication name.
The 'product' field no longer sync when pushing items to SendMyAd.
Contact emails will now be updated on SendMyAd items when re-syncing.
Uploading assets to digital media tickets from within the Client Center now send the appropriate email notifications.
If the size of an ad item added to an order through a package was edited, those edits were not reflected on the order PDF. This has been fixed, so the correct size will show.
An error when reordering company dynamic attribute pins has been fixed.
Contact information is now being updated properly when making changes on the Attendee Information Confirmation page.
Users can now ad-hoc discount items up to 100% on digital media items that allow user-defined pricing.
An HTML formatting issue was resolved for dynamic attributes in the edit line item popups.
The Email Blacklist is no longer case sensitive, incorrectly preventing emails from being imported.
Errors are now being properly dismissed on the Map Your Show lockbox page.
When importing CSVs through the Map Your Show lockbox page, if the file is in an incorrect format the page will no longer crash.
When cloning a digital media rate card and copying pricing without any rate changes, the prices will no longer be rounded to the nearest dollar.
Manual artwork reminders are now being sent from the user generating the email.