25.5 Release Notes

Planful for Marketing: Custom Fields Bulk Update for Campaigns & Expense Groups

As a continuous enhancement to our previous release, you can now update custom field (CF) values for one or more selected expense groups and campaigns directly from the Actions dropdown on the manage page of both expense groups and campaigns in a single step. Previously, updating individual custom field values was challenging and tedious. This new functionality significantly streamlines campaigns and expense groups management, supporting single-select and multi-select custom fields.

The new Edit Custom Fields option appears below the Change Status option in the Actions menu, whether or not custom fields have already been created.

With this option, you can see:

• Increased efficiency in managing custom fields

• Enhanced bulk editing capabilities for users

• Improved guidance and error handling

To learn more about bulk updating custom fields for Campaigns and Expense Groups, click here.

Planful for Marketing: Added Bulk Delete Capability in Attributes and Tags

With this release, users can now select and delete multiple line items in all tabs on the Attributes & Tags page simultaneously. Previously, users had to select and delete a single line item under each tab individually, which was repetitive and time-consuming. It was particularly cumbersome for users when managing large data sets in Campaign / Expense Group Types, Expense Types, Goal Types, Vendors, GL Codes, and Tags. Users can now select all line items under a tab at once and click Delete to remove them and maintain application hygiene.

Note:

• In the drawer screen, if an existing value in the mandatory fields is deleted–Campaign / Expense Group Types, Expense Types, Goal Types–that value is automatically replaced with the Other category.

• The bulk delete capability does not remove the following expense types in Campaign / Expense Group Types and Expense Types:

  • Facebook Ads

  • Google Ads

  • LinkedIn Ads

  • Other

Click the links below to learn more about the bulk delete feature in Attributes & Tags:

• Campaign/Expense Group Types

• Expense Types

• Goal Types

• Vendors

• GL Codes

• Tags

Planful for Marketing: Improved Access to Cloned Budgets

With this release, users are now redirected to the cloned budget page when using the Duplicate Budget option. Previously, users remained on the source budget page, which prompted them to search the cloned budget manually. This improvement saves time and further reduces the probability of unintentional edits to values in the source budget.

Planful for Marketing: Added Invoice Number Details to Export Report

When using the Export Data option on the Expenses page, users can now view data in the Invoice Number column in the exported report. This enhancement helps users efficiently track expenses using invoice numbers through the report.

Planful for Marketing: Enhanced GL Code View in Expenses

With this release, users can now view the description of the GL Code in the View by pane on the Expenses page. Previously, the system only displayed GL Codes, which made it difficult for users to identify its nature or type. This enhancement brings the description of the GL Code to the View by pane, providing users with much-needed context when sorting expenses using GL Codes.