Changelog: Autumn release 2023

Highlights of the new teamspace version

• Working time, leave and capacities to the minute — set working time, leave value and plannable capacity per weekday and employee with minute precision.
• Extended functions for attendance times — when an employee enters time in a given attendance category, the system can generate cost items automatically (e.g. for surcharges or commissions). Set-up and travel times can be compensated with flat delta values. Access can be restricted to user groups.
• Unbooked work days at a glance — a new menu tile “Unbooked work days” plus a personal view “My unbooked work days” highlight days with missing bookings — useful for month-end.
• Create and send invoices automatically — automatic invoice runs can be controlled per order or via a bulk action in order billing. A quick check replaces the busywork.

Highlights of the changelog

Important notes

• Twitter accounts in the news tile have been removed. The tile now ships with an RSS feed of our blog by default.

New features

• Working-time configuration accepts duration per weekday
• Weekly closing as an alternative to monthly closing (configurable)
• Dashboard tile / working-days list flags unbooked work days (configurable)
• Cost types and articles can have tax codes and account numbers for expense and incoming-invoice exports
• Automatic cost-item creation in attendance categories for month/week closing (e.g. on-call surcharges)
• Delta value for attendance categories influencing the credited working time
• Per-customer billing rhythm overrides the rules from area and category (configurable)

Improvements

• Leave days can be released automatically on sick-leave (configurable)
• Menu notifications bundle multiple events on one element
• Working-time reports for month-end (layout adjustment required)
• Active “Cash discount” column for document lists
• Sales opportunity and project are carried over when creating an appointment from a ticket
• Capacity calendars show plannable capacity instead of contract time
• Line-break used by file-export interfaces is now configurable
• Retroactive editing of ticket items can be configured more precisely
• New article unit “Messages”
• Warning on a leave request when the substitute is also on leave
• General service note of the customer shown in the sales-opportunity detail manager
• CRM status and sales phase can be set when creating a quote or order confirmation from a sales opportunity
• Activity record can be split by month and weeks
• Booking time on calls automatically fills start and end times (with the right configuration)
• Work packages can be created directly into the backlog from milestones
• Document name (invoices, quotes, …) accepts up to 255 characters
• Price list and bank details (customer, supplier) of the organisation are inherited to departments
• Recurring-appointment exceptions are easier to delete
• New inheritable DATEV client-number field for departments
• Auto file creation for “Print on letterhead” can be disabled
• Project roles can define multiple inherited “roles in sub-projects”
• “My workplace” and “Leave requests” lists exportable as Excel reports
• Date suggestion for “planned completion” in project conditions when using agile project management with milestones
• Default area and category for a ticket can be set on creation (configurable)
• Ticket-merge has a clearer dialog and pre-fills fields
• Improved auto-reply detection in the ticket system
• “Twitter news” replaced by a configurable RSS feed

Bug fixes

• Value updates during data entry no longer reset the cursor
• “Cost centre” column in the employee overview shows all cost centres within the time filter
• Page navigator in project-time lists hidden in cumulated view
• Sorting by Supervisor and Cost centre in the HR employee overview works again
• Salutation in the greeting line no longer replaced when part of a word
• Alarm mails were occasionally sent multiple times — fixed
• Fixed capacity plans marked with an icon again
• Export of overtime forecast and overtime balance respects export settings
• Names in “My colleagues” tiles shown in alphabetical order
• “Leave” column in working-time analysis exportable again
• Taken leave in the leave report exportable again
• Category in the time-booking dialog loads correctly when selecting a template
• “Reason” field no longer shown when removing campaign contacts
• “Gross amount” column available again in the invoicing-positions report
• Contract and billing data carried over when creating a purchase order from a template
• Changing the billing type on articles removes obsolete values from the previous type
• Sales phases in the sales-opportunity analysis sorted correctly
• Category/area columns in project lists respect the configured time unit on export
• Protected attendance entries of type Standard shown as “External” instead of “Sick” when visibility is missing
• Expired overtime shown on the first day of the month instead of the last
• Pinboard-entry relevance in sales opportunities pointing to a project no longer reset to “None” on save
• “Purpose” column in the admin article list shown correctly
• “Null” no longer displayed on the My goals tile in certain cases
• Workplace planning: employee/workplace overview tiles ignore deactivated employees
• “New message” action in a ticket uses the ticket subject correctly instead of the last status item’s
• My capacity planning: divider line between participants and broken-down capacities positioned correctly
• Content assist in input fields shown at the correct position
• PDF reports generated via bulk select downloadable with the correct file name
• Synchronisation of inherited email addresses fixed
• Reducing weekly working hours reduces plannable contingent when needed
• Delete warning in the time matrix active again
• MS sign-in graphics revised to work as background image
• Monthly goals consider the employee’s plannable contingent
• Capacity planning of follow-up weeks via quotient (available, remaining, plannable) works correctly
• Capacity planning of follow-up months via “remaining” quotient with zero remaining no longer forces a fixed minute contingent
• Disabling a group also disables derived roles
• Currency abbreviation displayed again when creating a document position
• Current exchange rate used when copying documents
• Bullet lists on wiki pages rendered without superfluous line breaks
• Admin mail-account list no longer shows outdated errors
• “Billing” column in project views loads correctly even when the main project is not shown
• “Goal achievement” column in HR no longer rounds the billing quota unnecessarily
• Meeting links no longer lost when editing an appointment in certain cases
• More robust positioning of the break/check-in popup on browser resize

Read on

• Solutions
• Pricing
• Feature overview

Reviewed in a requirements check

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