Changelog: Summer release 2025

Highlights of the new teamspace version

The new teamspace version offers you a range of new features:

• Discover Genua! The new Genua user interface not only gives projectfacts a modern look, the software also loads up to 50 % faster than before after the update! Find out more about Genua now!
• SEPA direct-debit mandates in projectfacts Learn how to create and manage mandates directly in projectfacts and conveniently export direct debits to your bank, for more efficiency and less manual effort. Use SEPA direct-debit mandates in projectfacts to simplify your invoicing process.
• Updates around e-invoicing We have summarised all the news around handling e-invoices for you in the blog post. Find out how a few practical improvements help you when receiving and sending e-invoices.
• Customer referral programme Secure yourself 30 per cent payback on the licence price of every new customer you refer to us! You will find more about our new referral programme, along with all the conditions, in this blog post. It is well worth it!

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

Discover the newly revised teamspace help centre as well! Find a wide range of resources that help you answer questions yourself and solve problems efficiently, true to the motto: “Help for self-help!”

Highlights of the changelog

New features

• Ticket assignment via reply-to for selected sender addresses
• Format API data via custom exports
• Password reset for the external portal
• Password rules for external accounts
• New “HR data” type for custom exports, with contract and department data
• Direct-debit mandates and SEPA export
• Global ID for items and organisations

Improvements

• Document templates can be structured by sections
• Dunning run extended to payment methods None, Other and Bank transfer
• Bulk-update price lists on documents
• Additional checks on the leave-request preview card
• Bank interface: multiple automatic-import schedules, extended ignore rule, better auto-payment matching
• Display validation data of finance documents on the PDF
• Convert open items into projects
• Open items, CRM activities and alarms can repeat
• Empty sections can be deleted from documents in bulk
• Department categories in HR
• Archive campaigns and split Closed / Hidden
• Hierarchy in document picker
• Stricter HTML-to-text conversion preserves basic formatting
• “Remaining leave until filter” column in employee lists
• Images in formatted text fields are stored in the file module
• Booking on capacities now works with the detailed time-booking dialog
• New columns “Revenue” and “Planned” in “My goals”
• Workflow can require a status selection for client messages
• Global setting to use the position name or description as the DATEV booking text
• Restrict ticket statuses in the external portal
• Creditor number auto-generated on the booking batch if none is set on the supplier, uniqueness checked on entry
• Restrict mail-account sending to specific users and groups
• Sender list for ticket-contact assignment via reply address
• Configure the content for “Document field 1” in the DATEV booking batch

Bug fixes

• More robust monitoring of order billability
• Price-share calculation in cost charging uses prorated price instead of count
• Next review date in calculation mode “remaining duration” corrected
• Display of order billability with payment plans fixed
• Column changes in capacity planning when only monthly target is active
• Project-time templates can be deleted even after the project is closed
• Orphaned sickness markers can be deleted administratively
• Department shown as full path in contact lists
• Hierarchy in organisation lists works again
• Document layouts can display parts of the address again
• Department structure in organisation lists is indented again
• Overtime-reduction quotient shown in working-day overview
• Maintenance percentage now copied to invoice on creation
• Commission creation respects cost-type settings
• Calculation basis for fixed-price and effort positions adjusted
• Incoming invoice with gross-price entry works with duration items
• Items unbillable due to project restrictions no longer billed in remaining-duration calculation
• Overtime payouts show overtime balance as of the previous day
• Extra columns in the capacity-analysis report work again
• Time bookings when creating tickets from a template set the correct area
• Subtitle of finance positions shows the correct billing type
• Visibility of “billing type” in positions is configurable
• SLA on organisations shows “inherited” instead of “none” on children
• Validation checks from document templates are carried over correctly
• Project assignments from positions in a document template are carried over on creation
• Open-item lists sortable again
• Menu selection in user-group permissions persists on save
• Employee export: more fields, improved sorting
• Cost element editable again (company car, payment method)
• Contact assignment by email and name filters via API: OR-filter instead of AND
• No more double URL escaping when an Excel report is requested via API
• AutoReply no longer shown as ticket content after cancelled follow-up creation
• Invoice icon in order preview now links to the invoices tab
• Hidden fields shown in create dialogs when set to required/visible for new elements
• Helper link for cash discount in the “book payment” dialog displayed again
• Helper link order in custom fields preserved
• CRM data takes priority for payment method and ZUGFeRD/XRechnung — falls back to the template if null
• Finrecimport API endpoint now stores custom fields of positions
• Holidays with 0 % shown in calendars
• Excel reference documents no longer auto-trigger download in the preview tab
• Campaign progress counts passive contacts correctly
• “New expense (quick entry)” dialog reacts like the regular “New expense” dialog
• Weekly closing date calculated correctly on the cut-off date
• Deletion of organisations with contacts via import
• Custom languages selectable via the MIA master data
• Validation checks with status “template” are copied with documents
• RTE replacement-field selection also for e-invoices
• “None” rule on recurring rule fields fills the field with “None” again
• Working-time columns follow employee settings
• The logged-in employee is automatically set as editor on direct booking via templates
• Invoice data per service recipient (BT-70 – BT-80) updated

Read on

• UI Genua
• SEPA direct-debit mandates
• Updates around e-invoicing
• Customer referral programme
• Feature overview

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.