Changelog: Winter release 2023

Highlights of the new teamspace version

• 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.

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

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