Changelog: Autumn release 2022

Highlights of the new teamspace version

• Individual menus — customise navigation entirely to your employees’ needs. Create separate menus for departments and use company-wide dashboards.
• New leave check — avoid staffing bottlenecks. New leave requests are first sent to capacity managers for review and only then forwarded for approval.

Highlights of the 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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