Changelog: Spring release 2023

Highlights of the new teamspace version

• Cost and performance accounting with cost centres, cost objects and cost types — detailed capture and analysis of project times, bookings, invoices and costs.
• Skribble integration for signing documents digitally.
• Automatic attachments on invoice dispatch — invoice PDFs can be sent automatically with the activity record or even merged with a PDF before sending.

Highlights of the changelog

Improvements and new features

• Many small changes simplify capacity planning, including clearer labels distinguishing monthly goals from daily/weekly/monthly plans
• New Scrum planning dialog simplifies agile project management
• Capacity planning on weekly and monthly basis simplified
• Bulk action “Master data…” extended in many modules and enriched with custom fields
• Cost centres, cost objects and cost types reworked — now real elements, assigned via configurable rules
• “Additional rows” in employee-split reports also available in area/category analysis and project-time analysis
• Custom fields of type KPI can aggregate project times on a daily basis
• Ticket system: visibility of hidden activities and external-portal visibility consolidated; hiding configurable, even for new activities; visibility flagged via icon overlay
• Visibility of the first activity of a ticket from a request can be preconfigured
• Reply to a hidden activity removes the quote
• Stopwatch can be started from the sidebar (plus icon)
• “Additional report rows” for employees can show leave and sickness times broken down by category
• Employees and admins receive better info about planned flexitime reduction (dynamic column in employee lists, extended personal time-account view)
• HR overtime can show the flexitime value in every date column
• API can download file content by file-version ID (/api/file/data/1234)
• API can access custom fields on documents (writable only on drafts)
• Document lists offer filtering by dunning stage
• Organisation lists offer individual columns for street/no., city, postal code, state and country
• SLA carried over when copying tickets
• Sickness notifications trigger menu notifications for HR (and other authorised groups)
• Travel-expense list hides already-billed travel costs by default
• Invoice layouts can access data of the underlying quote
• Finance positions billed only at a specific status: the project base for the check is the assigned sub-project; if no project is assigned, booked times use their project, otherwise the main project
• ZUGFeRD/XRechnung now configurable per customer

Bug fixes

• Faulty colour marking in global search fixed
• “Active columns — time tracking/project times” config now applied in the project detail manager
• Project-capacity sync: a user group appearing multiple times in the project hierarchy is no longer removed by sync
• Check-in caused confusing change entries on the user account in some cases — fixed
• Leave requests “over” sick days can be rejected without error
• “Position” field on contact creation and in contact lists visible only when configured
• Employee overview export now offers time-duration format selection for the KPI column
• Replacement-field issues in the email footer on document dispatch fixed
• Project filter applied correctly in the ticket list of sub-projects
• Open-item teamSync sync no longer loses the list assignment
• “Split by editor” in the Scrum module no longer shows too many editors
• Issues with user imports fixed
• Percentage display in the summary row of Excel exports corrected
• Organisation master data can be saved without a main contact
• Contacts can be created without an organisation
• Access checks for bookings checked unnecessary aspects — fixed
• Various print-view issues fixed
• “My pinboard” can be closed via the “x” again
• Excel-export issues for campaign activities fixed
• Pinboards no longer empty when opened via the top-entries box
• Clicking URLs in the top-pinboard-entries box now follows correctly
• Name and description carried over correctly on capacity import
• Admin changes to other users’ settings apply immediately
• Permission changes for user switching apply immediately after a session restart
• Tester welcome message can be dismissed within the first 30 seconds
• Tester help button shown together with system messages
• “Task manager” label corrected in footer and permission config
• Splitting project-time lists by contractor works
• API custom fields of the contact resource are saved
• “Supplier categories” dynamic column now selectable
• Editable-period values for project/attendance times no longer cached in the session (user-switch issue)
• Public pages worked with “Stars” priority format
• Leave-balance change dialog shows the balance precisely (important when employees leave the company)
• Overtime: flexitime value is up to date even without monthly thresholds; December overtime value is current with annual thresholds; with monthly thresholds the overtime stays on the previous month’s value until end-of-month rules apply
• API now exposes whether “PerformanceBudget” is active correctly
• “Bill up to last month” works again and was renamed to “Bill up to end of last month”
• Rounding issues in the “contract time” employee KPI fixed
• Contact data pre-filled correctly when copying documents
• Auto-replies of the ticket system used the wrong date format — fixed
• Cash-discount percentage in XRechnung corrected

Read on

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

Reviewed in a requirements check

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