Major Features

Minor Features

On the Projects screen, under Submissions, there’s a new way to handle submissions across multiple “contexts” (e.g. territories, languages, or rights types). The Context field at the top of the screen now comprises a set of checkboxes, so you can display submissions in all, one, or any combination of contexts. The context of each submission appears next to the editor’s name in the Prepare and Track views. To add a new context, either add a new editor to the list and enter the new context into that editor’s Context field, or click the + button, which will bring you to a new editor line in the Prepare List tab where you can do the same. Finally, the reporting buttons reflect the contexts you have active as well:
- The “List” button displays active submissions across all contexts
- The “All” button still prints the entire submission grid for every project currently on active submission. That grid will reflect the way the Context checkboxes are currently set on each Project. That is to say, if this project already sold in the US and we’re now shopping it to the UK and France, we’ll probably have US unchecked and UK and FR checked for this project. So those are the submission contexts that will appear in the All Submissions report.
- The “Print” button prints the submission grid exactly as you see it on the Projects screen—that is, now it respects the new context checkboxes.
- The “Excel” button works the same way.
On the Money screen, under Pending, we’ve clarified the manual-pay checkboxes and added explanatory text. The interface refers to these as “Pay This” payments now. We still expect that most clients will use the “Create All Ready Payments” button to avoid checking them off one-by-one.
On the Money screen, when an author has money ready to be paid out, Atlas will automatically change any “Held” adjustments (fees or credits) to the “Ready” status, so they’re deducted from that author’s payment. We’ve improved the consistency of this process and added explanations and control over which held adjustments are set to “Auto-apply” like this.

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On the Money screen, on Pending, we’ve improved the “sort by” behaviors when you click column headings. Now, most sort principles will keep payments grouped by Ready/Hold Payments/Adjustments. The exception is Sort By Payee, since we’re aware of client agencies who use this sorted view to review and toggle hold/ready statuses for a given payee.
In the New Reports on the Money screen, both the Contract Payment Breakdowns by Processed Date and the Projected Gross Commission reports will now have the option to include or exclude pending payments. By default, the reports will now include payments with the status “Pending” and flag those payments with a highlight, and the pending payments will be included in the total amounts. There will also be a warning at the top of the report screen indicating that there are pending payments in the report’s date range. If you click the Exclude Pending button, the report will hide payments with the status “Pending” and those payments will not be included in the total amounts.
[AGENCY D AAL]

Improvements

In the Projects screen, under Submissions, we addressed an issue where, in certain configurations, drop-down lists of editors might not immediately reflect editors that were added recently to the Address Book.
In Submissions, Excel exports use legible column names instead of raw field names.
In Old Money under Deposits, the layout has seen marginal aesthetic improvements. We’re getting there.
In AccountLink, the list of transactions is sorted more usefully: any transactions that are out of balance, regardless of the direction of the imbalance, are prominently highlighted at the top of the list. The rest of the list is organized as before: deposits then checks, in (roughly) the order they were created in Atlas.
In AccountLink, transaction memo lines are now tamed to a maximum length of 80 characters.
In the Clients screen, we addressed an issue that prevented users from searching by agent initials in Find Mode.
On the Contract Payment Breakdowns by Processed Date report, we resolved the missing US federal withholding field.