Changelog: Spring release 2024

Highlights of the new teamspace version

• DATEV connection many companies use DATEV to hand over financial data to the tax adviser. The new interface lets you transmit invoices and cost items including receipt images directly to DATEV, with no export needed.
• Project-finance planning and controlling use base values to compare originally planned expenditure with placed orders and actual incoming invoices. Project plan data can be synced from the order.
• Split time entries for customer time quotas that bill differently: when an entry would exceed the quota, it splits automatically. One part fills the quota, the second part falls into the next billing pot.
• Modular quotes formattable building blocks via text templates, flexibly integrated into documents. Make quotes more appealing with extra text and image elements.

Highlights of the changelog

New features

• Transmit documents and travel costs to DATEV via the DATEV booking-data service
• Base values and extended options for financial project controlling
• Planned values synced from the order in the project module
• Project times can be billed proportionally on limited order positions (time splitting at max values)
• Formattable text elements for modular documents (e.g. quotes)
• Interface to the signature service Scrive for sending documents for signing

Improvements

• Already-sent project budget alarms can auto-reactivate on budget changes
• Ticket search massively accelerated
• Quick search in lists and module search now handle multiple terms (wildcard search on individual words)
• Times can be entered without a colon; arrow keys edit times
• Custom fields of type “formatted text” can have longer, formatted suggestions
• Articles can be merged in the article module
• Payment entry on an invoice displays all involved currencies (document, transfer, house currency)
• Project-time lists can show more order-position info (real order number on time positions)
• Main-menu configuration also allows selecting tile content (widgets)
• QM module documents can be published via the external portal
• Project-time templates can be saved as bookmarks on the dashboard and shared
• Purchase price in order-line items can be drawn from the order that triggered the purchase
• Document templates can include a preset for the document name
• The organisation detail manager now contains a list of project times
• Full-text search in the header of finance position lists, extended to the description
• Invoicing: size extensions get new position numbers based on the original (e.g. 100-a)
• Payment status also available on incoming invoices
• New: action to clean up orders (positions moved to a defined section)
• “Remembered items” available on articles, finance positions and invoicing analysis
• Organisations can have a separate dunning email address — added automatically as an extra dunning recipient
• New “Region” field in employee data
• The list of unbooked work days has active/passive filters for employee and user account
• API: project custom fields can be read
• API: ticket resolution can be read
• API: QM documents and their PDFs can be read

Bug fixes

• Clicking “Save” during address entry without closing the address modal failed to keep the new address — fixed
• Popup dialogs sometimes re-centred when moved before first input — fixed
• Various display glitches in Excel exports of lists
• Not all required fields of a project type were highlighted in the “New project” dialog
• Long absences entered as an interruption of an existing employment contract incorrectly flagged subsequent work days as non-work — fixed
• Despite the permission, leave requests by colleagues were not visible to non-HR users — fixed
• File-picker search unreliable — fixed
• Weekly calendar navigation had issues with the last week of 2024
• Menu notifications for the wiki module didn’t display titles correctly
• Lead/customer/supplier filter in contact lists repaired
• Open-item import issues fixed
• Organisation and contact appointment lists filter by their contacts again
• Recently used items from the sidebar could not be moved to the private pinboard — fixed
• ABC and star priorities can be cleared again
• API: custom fields inherited via the project structure could not be saved — fixed
• “Dunning fee” field in invoices was incorrectly read-only in some cases

Read on

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

Reviewed in a requirements check

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