Changelog: Winter release 2023

Highlights of the new teamspace version

The new teamspace version offers you more automation and new options for your accounting.

• Bank interface upload bank statements and reconcile them automatically with your invoices. Paid invoices are flagged automatically and the payment is captured as an element within the invoice.
• Automatic dunning run periodically checks all invoices and raises overdue receivables to the next dunning level. Payment reminders or dunning notices can be sent directly to the customer.
• Late-payment interest configure individual interest rates and fees per invoice and dunning level. Interest is applied to the overdue gross amount and calculated to the day.

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

Highlights of the changelog

New features

• New payment import helps assign incoming payments to open invoices
• Automatic dunning run can send dunning notices without user input
• Project times can carry a “billable editor” so times appear anonymised in the activity record
• A minimum staffing per user group warns on leave requests when the threshold would be breached

Improvements

• General performance improvements, especially for large teams with many users
• Many lists extended with configurable columns (appointments, leave requests, CRM activities, articles, milestones, commission rules, …)
• Organisations can be linked to a dedicated wiki page (customer dossier)
• Complete position sections can be copied in documents
• Contact lists filterable by birthday
• Contact lists filterable by the postal code from the customer aspects of the linked organisation
• Calendar sync of leave and sickness uses the concrete absence category
• Personal calendar shows leave, sickness and other absence times
• Finer control of who may edit whose project times
• New “Project status” column in document lists
• Overtime report converts overtime into the corresponding work days of each employee

Bug fixes

• “Include sub-projects” filter for the project filter in project-time reports corrected
• Creating a project from a template with open items now carries over the list assignment
• CPA auto values are now set when travel expense reports auto-create cost items
• “Edited yesterday” in My tickets filters correctly
• Leave Excel report shows all cost centres in the selected period
• Workplace-resource filter in the workplace overview also affects the displayed rows
• Salary blocks without working time, independent of salary, are ignored for salary-change calculation
• Absences hidden from an employee in workplace planning are marked as leave, not weekend
• Category validation issues in the time-booking dialog fixed
• Category was nulled when picking a template — fixed
• “Remaining leave” in the working-time report considers delta values
• Copying price lists now focuses the new price list’s detail manager
• “Project directories” navigation list works again
• Menus without permission are only shown when explicitly switching to admin mode
• CPA filter-group error fixed
• Select-3 filter “Assigned” added
• Empty filter groups no longer shown when no CPA filter is available
• Bug fixes in the CRM activity API
• Document-position descriptions no longer rendered as HTML in Excel reports
• API changes to CRM activities no longer produce 500 errors when ApiValuedLinks have NULL values
• Address in document master data shows ”- None -” instead of “null” when no address is found
• Permission error in invoicing-analysis Excel report when splitting by articles — fixed
• Owner of the first activity is no longer set to SYSTEM when creating a ticket project
• Display name used when adding employees to an existing appointment
• Wrong address from a document template is no longer carried over
• Refresh issue on document-master date fields fixed
• Auto value for assigning times shown correctly when creating a position
• Recurring-appointment issue with billing rules fixed
• “First channel” of tickets exported correctly in Excel reports
• Final invoice issue based on instalment payments fixed
• Working-time report: inactive employees can be selected via the active filter
• Duplicate visibility filters that hid the detail plan in revenue planning fixed
• Mandatory start/end on project times: start and end now marked as required fields
• “Plan attendance times” works despite “work day not editable” configuration
• Bulk actions “Price per price list” and “Multiply price by factor” work again
• Attendance/absence categories restricted by IP filter show the action with a message; categories disallowed by user-group restriction don’t
• Sort order of Multiple-Set-String fields is preserved during CSV→Set conversion
• Product-management data carried over from articles via ApiFinRecImport
• “Plan attendance” action in “My capacity planning” no longer requires the “Edit deployment plan” right
• Ticket-content snippet displayed correctly in the preview card; DRP initialises and caches working-time KPIs correctly (plan contingent)
• Disabled user could prevent autologin via multiple cookies — fixed
• “View leave/overtime balance of colleagues” group right now also applies to the leave-balance/overtime summary in a leave request
• SHORT time format used to produce "" for 0 minutes (indistinguishable from missing input); now 0 is shown as “0”
• Budget conflicts no longer displayed as overbooking (unless actually overbooked)
• Single invoices printable via bulk select again
• Drag & drop file-upload area now uses the dialog element and stays on top
• Upload widgets in the left area load synchronously and are available immediately
• No autofocus on the project-time start field in embedded forms (ticket status)
• Certain CRM-activity fields writable via API again
• Capacity-picker search results weighted (best matches first)
• Scrum: AdjustPlanDialog now activates priority on input where appropriate
• Some lists were reset after a data import — fixed
• Bulk actions on organisations make accidental deletion harder
• Date picker in the appointment dialog occasionally failed — fixed
• KPI fields of type “Number” formatted correctly in user lists
• “Private pinboard” menu right for the task manager now checks the general right

Read on

• Solutions
• Pricing
• 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.