January 2022 Release

New features, platform improvements, and bug fixes.

> Studio Designer

Version 2.6.0 – January 2022 Release

  • New & Improved:
    • Significant enhancements to our backend infrastructure have resulted in faster speeds and up to 60% improved latency across the Studio Designer platform.
    • Users will experience increased performance and reliability within the Report Builder.
    • When fields are left blank, they are left off documents.
    • When clicking on a field in Money In or Money Out screen, the entered text becomes highlighted in blue.
    • A warning message now displays before an Item, Proposal, Invoice or Order is made inactive.
    • When a user sets the Order by Group by Group option within Time Billing, Reimbursable activities now a quantity of “0” and a rate of “0”, with only the total visible.
    • The Bank Import screen now displays a count of the number of items selected.
    • The Reconciliation screen now displays a count of the number of items selected.
    • New users can specific their preferred accounting years upon signing up for Studio Designer.
    • Date fields now auto-complete based on the current year.
    • Once a user makes an edit to an activity within an Item’s screen, the user is returned to the same Item screen.
    • A message now displays when a payment is successfully posted.
    • The limit on the ‘Description’ field within an Activity entry has been increased to 4000 characters.
    • The Company email address defaults when using the “Copy To” feature.
    • Changes to Priority Color Status are now included in Item History.
    • A confirmation message displays when a Product is successfully cloned.
    • The “Pay Deposits To” and “Send Final Payment To” drop-downs now populate correctly.
    • The Attachment links in standard reports now display in bold font.
    • Designers can now make all Proposals and Invoices publicly visible at once.
    • Priority Color Status labels can now have spaces in the text.
    • Financial reports now display the date and time that the reports were run.
    • Designers can now filter by ‘Approved’ on the Invoice screen.
    • Inactive favorited reports are no longer displayed when filtering by ‘Active’.
    • Client Rates for non admin users now properly populate when creating Time Billing entries.
    • Drop downs for Clients now filter correctly, only displaying clients and not all address types.
    • Users can now successfully open links from the Edit Vendor screen.
    • The text formatting on Purchase Orders has been modified.
    • Navigation has been improved within the document sharing screens.
    • A new Accounting dashboard has been introduced, featuring movable components including:
      • Beginning Balance Widget
      • Receipts Widget
      • Disbursements Widget
      • Ending Balance Widget
      • Accounts Receivable Widget
      • Accounts Payable Widget
      • Client Profit Widget
      • Balance Sheet Widget
    • Users will experience overall performance improvements throughout the application.
    • Significant enhancements to our backend infrastructure has resulted in faster speeds and up to 60% improved latency across the Studio Designer platform.
    • Users will experience increased performance and reliability within the Report Builder.
  • Bug Fixes:
    • The Time Billing preview no longer clears previously selected entries and filters.
    • Issues with reimbursable activities have been resolved.
    • Messages indicating an order has been acknowledged have been updated for clarity.
    • Notifications sent from the core Studio Designer application and the Client Portal have been updated for clarity.
    • Formatting within the Cash Analysis report has been updated.
    • An order will only be flagged as “new” when an order is initially shared.
    • The “Primary” box is now checked when purchasing an item for inventory.
    • When a list of contacts is imported into Studio Designer, each contact’s Company name will be listed.
    • When creating an item from Products, the deposit percentage now auto-populates.
    • Pinterest URLS are now validated — users will be notified an incorrect website address is entered.
    • URLS on reports now fit the page when 'Fit One Page' checkbox is unchecked.
    • When a phone number/fax is present on a RFQ, the fields will populate as expected.
    • Designers will now receive emails when a client approves or rejects a Proposal or items on the Proposal.
    • Designers can now switch between Proposals immediately after creating them
    • Orders with discounts are now showing the correct amount.
    • Reports with out-of-state tax locations no longer incorrectly default Items to “Taxable”.
    • Item Priority Color names now display correctly.
    • The Report Builder now shows the correct values when filters are added.
    • The US Florida Luxury 5000 tax rule now calculates correctly.
    • Users now see the correct error message when attempting to add a non-income or expense account in Settings>Other Costs.
    • Selecting “Save and New” within Time Billing works as expected.
    • Users can now send RFQs to multiple email addresses
    • 'Vendor Discounts’ fields now display the correct information.
    • RFQs now display the correct ship-to address information.
    • When a discount is applied, Money out now displays the correct amount.
    • When a user has "Use Undeposited Funds" selected, the Cash Account in Money In now auto-populates to "Undeposited Funds" every time.
    • Links within reports now display correctly.
    • Designers can no longer propose more inventory than they have.
    • Time Billing uses now have access to reports relating to time billing, e.g., time sheets.
    • Within Activities, action days now properly trigger notifications.
    • Vendor Invoice numbers now display correctly.
    • When an Item is cloned, the selling and markup taxable amounts will update in accordance with the new the tax location.
    • When an Item is removed from a Proposal, it will appear in the Document History tab that the Item was removed.
    • Within a Vendor address record, users can now successfully enter a representative’s name.
    • When using the bulk copy feature, the ‘high’ budget now carries over.
    • The “Save and Close” functionality on the Inventory screen now works as expected.
    • If an Item is on an Invoice, the Selling Other Cost Taxable dropdown is now locked.
    • Item Descriptions now have a character limit therefore reducing errors.
    • Applying vendor invoice number or dates to Items within Money Out no longer impacts the quantity received in inventory.
    • Time Rates are no longer missing on mailed Time Billing PDFs.

> Client Portal

Version 2.10 – January 2022 Release

  • New and Improved:
    • The client’s name is listed within the “Customer” field in Stripe.
    • If a client is not logged in when viewing the Pay Now link, the client will now have the option to Sign In to the Client Portal.
    • Clients will be re-directed back to the Proposal or Invoice after accepting an invite to the Client Portal.
    • Clients now have the option to accept pending invites to other projects within the Client Portal.
    • When a designer updates their company’s address information, it will now reflect within their clients’ Client Portal pages.
    • The currency symbol now displays correctly on design fees within documents within the Client Portal.
    • Designers can now control visibility on both Time Billing and Merchandise Invoices.
    • Time Billing Invoices can now be grouped by Employee.
    • Clients can now see all images and documents marked as ‘visible’ by the designer.
  • Bug Fixes:
    • When a Proposal or Invoice is not publicly available, clients will now receive a message stating that the document’s visibility is limited.
    • If the Invite Code is missing, a message now appears directing clients to ask their designers for assistance.
    • The text entered in the ‘Mark Up Text’ field within Company Settings will now display in the Client Portal.
    • Certain required defaults relating to Company information appear within the Client Portal. Item defaults for existing Designer accounts are now properly updated.
    • The platform requires that email addresses used to access the Client Portal be unique. Each client can only have one account, associated with one email address. Email addresses are now normalized internally and are case insensitive preventing multiple signups with mixed case.
    • Clients can no longer sign up for the Client Portal without an invite code.
    • Various issues relating to Plaid have now been resolved.
    • When entering payment details for ACH, the client will be asked to enter the “routing number”, then the “account”.
    • Proper punctuation is now utilized within document footers.
    • Documents now utilize a client’s mailing address as the default. If unavailable, the other client address is used.
    • Clients can now easily switch between multiple projects by using a new dropdown feature.
    • Only valid links to pinterest.com are accepted in the “Pinterest Mood Board URL” field within Client addresses.