Changelog: Autumn release 2022

Highlights of the new teamspace version

Customise the teamspace user interface to your liking. With individual menus you tailor navigation entirely to your employees’ needs. Create separate menus for your departments and use company-wide dashboards.

With the new leave check you avoid staffing bottlenecks in your capacity planning. New leave requests are first sent to capacity managers for review and only then forwarded for approval.

You will find all further changes and improvements in this changelog.

Changelog

New features

• Multiple application-specific menus and company-wide dashboards
• New custom-field type “Replacement template” for individual list summaries
• Bill financial plans
• Workplace planning

Improvements and new features

• Sharing creates a pinboard entry you can navigate to directly — and the entry is highlighted
• Alarms can be set up when creating an appointment or planned resource
• New active “Linked elements” column for project lists replaces the small annotation icons after the project name
• Various improvements to the finance-planning module
• Creating a ticket project automatically creates a ticket activity
• Capacities can be assigned to a team on creation
• Menu notifications with no matching user menu entry are collected at the top
• Cell editing improved — more room for multi-selection
• Automatic booking deadline can be set to a weekday (e.g. previous week locked from Tuesday)
• New rule for project-time categories: external time may not be less than internal time
• Custom fields for travel expense reports
• Time-controlled ticket escalation can consider office hours
• Project grid views show extra info in the card and in a summary row, e.g. planned time
• Attendance time tracking: entries in a standard category not credited to the working-time account (e.g. “2h flexitime”) are now deducted from plannable capacity
• New “Rejected” status for travel expense reports, documents and QM documents
• Creating the first “Contract and working time” entry pre-fills the weekly working time with the client default and sets Monday–Friday to “Full work day”, Saturday/Sunday to “Non work day”
• Lists for month-end and travel-expense reports have configurable columns
• User list in the config filterable by user groups
• Contact creation from the search field recognises email addresses and pre-fills the dialog
• Greeting line on a ticket reply adapts to the recipients (single name vs. “Dear Sir or Madam”)
• New “Show free capacities” group right — no longer requires the responsible-editor flag
• Capacities can be created with an assignment plan
• Split list views support multi-select across all rows of a “page”
• Article masters with more than 100 articles use an extended picker that also searches description and product type
• Elements in the colleague overview are clickable (with the right permissions)
• Leave requests, absence markers and sickness notes can be moved via drag & drop in “My colleagues” and “My leave”
• Tickets owned by passive users escalate immediately on new messages
• Excel reports fetched via API use a static sheet identifier (the bookmark name)
• Quote status set sensibly on copy (template value if any, otherwise “open” when the source has a real value)
• Dynamic user filter for bookmarks
• New “Auto-confirm” setting for validation templates approves checks immediately when started by a potential reviewer themselves
• New “Leave manager” field for capacities
• New “Leave deputy” notification group on leave events
• Trade register number now included in XRechnung

Bug fixes

• Project-team → capacity-team sync improved, bugs fixed
• Copying documents (except “Create invoice”) preserves the ticket assignment; copying as template removes it
• Organisation filter in ticket lists prefers the ticket’s organisation over the ticket-contact’s, and tickets with only an organisation assignment now appear in the overview
• “Deviation from …” columns in post-calculation report sortable
• Switching from invoicing analysis to invoicing positions via row action carries the filter values correctly
• HR employee list can export addresses again
• Ticket element list shows the “Jump to branched ticket” action by default again
• Reviewer icons use the initials in both checked and unchecked state
• “Colour marker” column in contact lists shows the coloured icon next to the name
• Attendance/absence calendar entries no longer collapsed in availability views
• Creating a new sales-opportunity activity of type “Sales opportunity status” loads the data correctly; “New status” action added
• Active attendance blocks (with check-in/out) no longer overwritten by planned empty blocks in “My colleagues today”
• Clear widget in the global-search list clears the term correctly
• Bookmarks for the “Charges” list work after a session restart
• HR “Full-time salary” and “Salary changes” columns calculated correctly even when the last salary/hours block is closed
• Time-booking description placeholder no longer shows HTML
• Lightbulb suggestions with apostrophes are inserted correctly; empty append suggestions are not clickable
• Grace days respected by invoice-management list filters
• Increased grace days no longer push invoices from “action required” back to “overdue”
• Invoice-management lists respect the user’s timezone
• Closing the “New activity” dialog no longer breaks ticket drafts
• Calendar widget (e.g. on My day) respects taken absences such as flexitime; overtime reduction is not flagged as an error
• Column headers in capacity analysis displayed under all list settings
• “Last reply” ticket column populated even with a single reply
• User-group filter under “My colleagues” allowed selection of all groups
• Share storage in capacity planning with follow-up days uses the correct day length
• Line charts horizontally scrollable in Firefox without jumping back
• Creating a file from a document template in the ticket detail manager no longer opens an empty contact detail manager
• Deep links land in the requested entity’s detail manager, not on the dashboard
• “Project shows finances” permission used in the project-analysis finance section
• Custom-field values on finance documents saved correctly
• Description from templates carried over when booking via the time matrix
• Project-time analysis resolves user groups correctly before copying filter settings
• Ticket-draft header (greeting) and footer (signature) update correctly on contact change
• Fixed column headers in popup lists no longer obscure parts of the view
• Sorting lists by a boolean value fixed
• api/offer/meta/template uses the correct content type application/json
• API error messages for file resources return text/plain
• API Excel reports use a static sheet identifier (bookmark name)
• Order data: start, end and contract status (auto-renewal etc.) available via the API
• Correct salutation on Outlook add-in ticket replies
• No more error on leave-request checks for reviewers; reviewers retain access to the leave request after review

Read on

• Solutions
• Pricing
• Feature overview

Reviewed in a requirements check

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