Changelog: Spring release 2023

Highlights of the new teamspace version

Skribble stands for legally valid digital signatures. From now on you can also sign PDF documents online with Skribble in teamspace. Fast, simple and secure. Extended options for cost and performance accounting let you assign cost types, cost centres and cost objects automatically and on a rule basis.

You will find all further new features and improvements in this changelog.

• Cost and performance accounting with cost centres, cost objects and cost types — detailed capture and analysis of project times, bookings, invoices and costs.
• Skribble integration for signing documents digitally.
• Automatic attachments on invoice dispatch — invoice PDFs can be sent automatically with the activity record or even merged with a PDF before sending.

Highlights of the changelog

Improvements and new features

• Many small changes simplify capacity planning, including clearer labels distinguishing monthly goals from daily/weekly/monthly plans
• New Scrum planning dialog simplifies agile project management
• Capacity planning on weekly and monthly basis simplified
• Bulk action “Master data…” extended in many modules and enriched with custom fields
• Cost centres, cost objects and cost types reworked — now real elements, assigned via configurable rules
• “Additional rows” in employee-split reports also available in area/category analysis and project-time analysis
• Custom fields of type KPI can aggregate project times on a daily basis
• Ticket system: visibility of hidden activities and external-portal visibility consolidated; hiding configurable, even for new activities; visibility flagged via icon overlay
• Visibility of the first activity of a ticket from a request can be preconfigured
• Reply to a hidden activity removes the quote
• Stopwatch can be started from the sidebar (plus icon)
• “Additional report rows” for employees can show leave and sickness times broken down by category
• Employees and admins receive better info about planned flexitime reduction (dynamic column in employee lists, extended personal time-account view)
• HR overtime can show the flexitime value in every date column
• API can download file content by file-version ID (/api/file/data/1234)
• API can access custom fields on documents (writable only on drafts)
• Document lists offer filtering by dunning stage
• Organisation lists offer individual columns for street/no., city, postal code, state and country
• SLA carried over when copying tickets
• Sickness notifications trigger menu notifications for HR (and other authorised groups)
• Travel-expense list hides already-billed travel costs by default
• Invoice layouts can access data of the underlying quote
• Finance positions billed only at a specific status: the project base for the check is the assigned sub-project; if no project is assigned, booked times use their project, otherwise the main project
• ZUGFeRD/XRechnung now configurable per customer

Bug fixes

• Faulty colour marking in global search fixed
• “Active columns — time tracking/project times” config now applied in the project detail manager
• Project-capacity sync: a user group appearing multiple times in the project hierarchy is no longer removed by sync
• Check-in caused confusing change entries on the user account in some cases — fixed
• Leave requests “over” sick days can be rejected without error
• “Position” field on contact creation and in contact lists visible only when configured
• Employee overview export now offers time-duration format selection for the KPI column
• Replacement-field issues in the email footer on document dispatch fixed
• Project filter applied correctly in the ticket list of sub-projects
• Open-item teamSync sync no longer loses the list assignment
• “Split by editor” in the Scrum module no longer shows too many editors
• Issues with user imports fixed
• Percentage display in the summary row of Excel exports corrected
• Organisation master data can be saved without a main contact
• Contacts can be created without an organisation
• Access checks for bookings checked unnecessary aspects — fixed
• Various print-view issues fixed
• “My pinboard” can be closed via the “x” again
• Excel-export issues for campaign activities fixed
• Pinboards no longer empty when opened via the top-entries box
• Clicking URLs in the top-pinboard-entries box now follows correctly
• Name and description carried over correctly on capacity import
• Admin changes to other users’ settings apply immediately
• Permission changes for user switching apply immediately after a session restart
• Tester welcome message can be dismissed within the first 30 seconds
• Tester help button shown together with system messages
• “Task manager” label corrected in footer and permission config
• Splitting project-time lists by contractor works
• API custom fields of the contact resource are saved
• “Supplier categories” dynamic column now selectable
• Editable-period values for project/attendance times no longer cached in the session (user-switch issue)
• Public pages worked with “Stars” priority format
• Leave-balance change dialog shows the balance precisely (important when employees leave the company)
• Overtime: flexitime value is up to date even without monthly thresholds; December overtime value is current with annual thresholds; with monthly thresholds the overtime stays on the previous month’s value until end-of-month rules apply
• API now exposes whether “PerformanceBudget” is active correctly
• “Bill up to last month” works again and was renamed to “Bill up to end of last month”
• Rounding issues in the “contract time” employee KPI fixed
• Contact data pre-filled correctly when copying documents
• Auto-replies of the ticket system used the wrong date format — fixed
• Cash-discount percentage in XRechnung corrected

Read on

• Digital employee record
• Leave management
• Payroll preparation
• Time tracking

Reviewed in a requirements check

You have questions on this topic? In a 15- to 30-minute meeting we discuss your specific requirements, free of charge and without obligation.