Changelog: Spring release 2024

Highlights of the new teamspace version

• DATEV connection — many companies use DATEV to hand over financial data to the tax adviser. The new interface lets you transmit invoices and cost items including receipt images directly to DATEV — no export needed.
• Project-finance planning and controlling — use base values to compare originally planned expenditure with placed orders and actual incoming invoices. Project plan data can be synced from the order.
• Split time entries — for customer time quotas that bill differently: when an entry would exceed the quota, it splits automatically. One part fills the quota, the second part falls into the next billing pot.
• Modular quotes — formattable building blocks via text templates, flexibly integrated into documents. Make quotes more appealing with extra text and image elements.

Highlights of the changelog

New features

• Transmit documents and travel costs to DATEV via the DATEV booking-data service
• Base values and extended options for financial project controlling
• Planned values synced from the order in the project module
• Project times can be billed proportionally on limited order positions (time splitting at max values)
• Formattable text elements for modular documents (e.g. quotes)
• Interface to the signature service Scrive for sending documents for signing

Improvements

• Already-sent project budget alarms can auto-reactivate on budget changes
• Ticket search massively accelerated
• Quick search in lists and module search now handle multiple terms (wildcard search on individual words)
• Times can be entered without a colon; arrow keys edit times
• Custom fields of type “formatted text” can have longer, formatted suggestions
• Articles can be merged in the article module
• Payment entry on an invoice displays all involved currencies (document, transfer, house currency)
• Project-time lists can show more order-position info (real order number on time positions)
• Main-menu configuration also allows selecting tile content (widgets)
• QM module documents can be published via the external portal
• Project-time templates can be saved as bookmarks on the dashboard and shared
• Purchase price in order-line items can be drawn from the order that triggered the purchase
• Document templates can include a preset for the document name
• The organisation detail manager now contains a list of project times
• Full-text search in the header of finance position lists, extended to the description
• Invoicing: size extensions get new position numbers based on the original (e.g. 100-a)
• Payment status also available on incoming invoices
• New: action to clean up orders (positions moved to a defined section)
• “Remembered items” available on articles, finance positions and invoicing analysis
• Organisations can have a separate dunning email address — added automatically as an extra dunning recipient
• New “Region” field in employee data
• The list of unbooked work days has active/passive filters for employee and user account
• API: project custom fields can be read
• API: ticket resolution can be read
• API: QM documents and their PDFs can be read

Bug fixes

• Clicking “Save” during address entry without closing the address modal failed to keep the new address — fixed
• Popup dialogs sometimes re-centred when moved before first input — fixed
• Various display glitches in Excel exports of lists
• Not all required fields of a project type were highlighted in the “New project” dialog
• Long absences entered as an interruption of an existing employment contract incorrectly flagged subsequent work days as non-work — fixed
• Despite the permission, leave requests by colleagues were not visible to non-HR users — fixed
• File-picker search unreliable — fixed
• Weekly calendar navigation had issues with the last week of 2024
• Menu notifications for the wiki module didn’t display titles correctly
• Lead/customer/supplier filter in contact lists repaired
• Open-item import issues fixed
• Organisation and contact appointment lists filter by their contacts again
• Recently used items from the sidebar could not be moved to the private pinboard — fixed
• ABC and star priorities can be cleared again
• API: custom fields inherited via the project structure could not be saved — fixed
• “Dunning fee” field in invoices was incorrectly read-only in some cases

Read on

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

Reviewed in a requirements check

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