<aside> ✅ Shipped to all clients as of Wide Release 2022.4

</aside>

Major Features

MERGE FOUND PROJECTS

• In Projects, there’s now a Merge Found Projects button on the Set Up tab. This button is powerful but potentially dangerous. It looks at the projects in the current found set, and merges the other found projects into the one whose Set Up tab you’re working on. It brings over all the contracts and payments from the existing projects and makes them part of this project. This is useful, for example, if you had a typo in a project’s name, or if you accidentally entered a foreign or film project as a new project instead of adding the contract to the main project. People dealing with extensive migrations from legacy systems seem to encounter this kind of situation a lot.

Caveats: - This does not change contracts’ details when it moves them. If the contract’s Set Up tab describes different payment arrangements, for example, the contract will still have those when it becomes part of this project, and this project’s Set Up tab will not override the contract’s details. - This cannot be undone. Double- and triple-check that you really do want to merge together ALL of the projects in the current found set. - Be careful with multi-book deals. This will in fact combine the constituent projects while retaining all the detail on the main contract. But on that main contract itself, any per-title payments won’t necessarily list the combined project as their associated project in the payment schedule.

    ![Untitled](<https://s3-us-west-2.amazonaws.com/secure.notion-static.com/79577ebf-3c21-46db-8abc-bbb59e179d27/Untitled.png>)
    
    Similarly, under Set Up —> Projects Affected (where you’d normally enter the books involved with a multi-book deal), you’ll find the consolidated project listed more than once, since the references to the old projects now point to the consolidated project. This may or may not be something you want or care about: on the one hand, it’s a clue that this contract referred to more than one project; on the other, it’s potentially confusing. Since it doesn’t hurt anything, we decided to leave it alone for now.
    

**Tips:**

- One way to narrow down your found set is to use the Omit Record button. For example, suppose you have three projects that describe the same work, plus one unrelated project that just happens to have a similar name.
    - THE SURPRISE, SURPRISE, and THE SUPRISE are all the same work, but you also have a different author who wrote SPRINGTIME SURPRISES WITH THE BILLIONAIRE COWBOY.
- You click Find to enter Find mode. You search for “SU*PRI” in the Project Title field, in order to match all the variations of SURPRISE plus the misspelled “SUPRISE”. You click the Perform Find button. Looking at the toolbar, you notice that 4 records match instead of the 3 you expected.
    
    ![Untitled](<https://s3-us-west-2.amazonaws.com/secure.notion-static.com/640c566e-efed-4a50-b061-997b4ccf6d91/Untitled.png>)
    
- You can either use the Previous and Next Record buttons to review the projects, or you can use the Report button at top-right to view the found projects as a list.
- Either way, you need to get SPRINGTIME SURPRISES WITH THE BILLIONAIRE COWBOY out of your found set, because you don’t want to merge it. Select the BILLIONAIRE COWBOY project in either the Projects view (by using the Previous/Next buttons) or the Projects list, then use **Records —> Omit Record** (Command+T on Mac). Now you’re down to the 3 you want to merge.
    
    ![Untitled](<https://s3-us-west-2.amazonaws.com/secure.notion-static.com/bbccb1c2-fe77-4b1a-9a74-c92374f289cc/Untitled.png>)
    
- Go to the “correct” record—in this case THE SURPRISE—then click its Set Up tab. Click Merge Found Projects. Approve the warnings, and any contracts/payments from SURPRISE and THE SUPRISE will become part of THE SURPRISE instead. The spurious projects will be deleted from the system.

Minor Features

• In Pending Money, the payments still sort by [Ready|Hold] then [Payments|Adjustments], and clicking the Payee column header still sorts all those same payments alphabetically instead. Now, you have the option to click the Status column header if you want to leave things alphabetical but also break out Ready from Hold payments.

Improvements

• In Tax Time, under rare circumstances, federal withholding payments could be omitted from the week-by-week summary on the Form 1042. This is resolved.