All changelogs

MyDay

• New sick note dialog
• Calendar
• Datepicker now also has the months for faster navigation.
• Categories, calendar color and jobs are now saved in the presettable views.
• PM Professional
• PM Professional: Import of project plan templates now also possible with deadline
• Contact us
• The level of an HR contact is now also displayed in the Business card and Internal tabs if you have read the HR right.
• Account holder for e-banking

Business Development

• Business development endpoints + model extensions
• Accounting
• Peppol contact details for German customers added
• The new incoming invoice can now set the approver of the item for all subsequent items or all items with the same job assignment. If the job is accepted for all subsequent items without one of the two options, the project manager is set as the approver for all items. The approver in the new ER can now be changed to other persons if this is also permitted for the payment approval in the admin settings.
• UBL invoices now also display BT-172 (delivery date) for the previous service center (BT-173 / BT-174).
• Peppol rules for Italy and the Netherlands added
• E-bills now have a larger message dialog, some with recommended action and downloadable error log.
• Partial settlement of accounts: Rounding improved.
• Invoice addresses Warning message

Extras

• New sick leave / time off dialog -> old sick leave dialog removed

Controlling

• The “Overtime II” report is hidden as soon as no user has it active and it is no longer activated for MyTime.
• In the “Detailed job hours” report, the abbreviation for the client is now also displayed.
• New optional “Target” column for the “Task details (jobs)” report
• Report “Task details” for PM Professional now has a totals line and a new optional column “Expected”
• In the “MA target/actual” report, column “Jobs” renamed “Productive”
• Report “Distribution list / Subscription” now has new optional columns for e-mail and telephone
• Optional column for handling fee added to the “Factor2” report
• Report “Detailed job hours” now available via the REST API + individually adjustable report right for the number of users that can be evaluated in the report.

API

• REST-API SocialMedia and SocialMediaRelation Endpoints
• REST-API endpoint for contract terms, parental leave, notice period, etc.
• REST-API endpoint for team and user group assignment per client, incl. transfer of rights
• REST-API The endpoints for sickness, vacation and time off are now live
• REST-API endpoints for quotation creation
• REST-API endpoints for business development
• API connector It is now possible to store templates for messages
• API connector modules can now be instantiated via $this->getModule()
  Provider for Postgres
• API-Connector The sandbox transpiler now allows unset
• API-Connector The Sandbox Transpiler now whitelists the date classes
• API-Connector Field Editor
• API Connector forms can now select values from mapping lists

Miscellaneous

• Performance improvements in the calendar and PM Professional

App

• The scan function is now available in the QuoJob app

Accounting

• If the due date is before the invoice date, these can no longer be saved
• The e-billing address can be stored under address
• E-invoices are now validated when printing. If the validation fails, a corresponding error is displayed
• A different electronic address (e.g. routing ID) can be stored for the recipient at the billing address

WKR

• Mass printing is possible after all WKRs of a run have been invoiced
• Mass printing now hides options that are not available in e-bill
• New note when sending if only the XML is sent for some invoices
• The validation of e-invoices now also works in mass printing. Mass printing is only possible if all e-invoices have been successfully validated
• Mass mailing now sends UBL and Peppol as XML with the same name as the PDF (apart from the extension)

Controlling

• Individual rights can now be defined for individual reports (previously there were rights for “Working time” and “Time booking details”)
• There are further selection options in the sales development report: New level of detail “Employees” and new optional column “Hours”

Admin

• Module body types: New admin option for the module. You can now choose whether the build-up services should only be valid for the offer or whether they can also be selected in the lesson booking and in the task, as before.
• The commercial register can now be specified in ADMIN->Accounting->Client

API

• The API-Connector forms now also support multiselect fields

Jobs

• You can now predefine a title for the title of the LNW in the admin. A few placeholders have also been implemented.

Extras

• General exemption has been activated

Jobs

• The obsolete timesheet function is hidden if no timesheet is available for the job.
• New option to update the purchase prices by activity type when importing quotations/quotation templates
• The PDF of the transcript of records shows the number of pages.
• Proof of performance: KDW (customer request) is now also shown in the CSV export.
• Incoming invoice documents can now also be integrated into the PDF of the outgoing invoice

E-bill

• The e-bill is now validated once again during generation before it is saved.
• Validations BR-AE-1 to BR-AE-10 (reverse charge)

PM Professional

• Project plan beta -> Can be activated via Customize view.
• Project plan beta: PDF job dates are displayed
• Project plan beta: new button to display hidden tasks
• Project plan beta: Usability, centerline and selection of overall project improved
• Capacity: improved loading behavior and performance in the frontend
• Capacity: charging behavior of the appointments improved + new charging indicator
• Capacity: New button “Next week”
• Project plan: Filter for job status added
• Capacity: Display options are now saved
• Capacity: new display option “Show/hide appointments”
• Capacity: Totals column in the capacity view

FiBu

• Performance in financial accounting export (outgoing invoice) improved
• The payment used can now be changed in the old incoming invoice editor when saving.
• New ER – Cash books are selected by posting date, incoming invoice books are selected by invoice date.
• The financial accounting export window now shows the exact cause(s) of configuration errors (DATEV invoice data service 1.0 format).

Controlling

• Client information and selection have been added to the access rights report.
• Report “Sick note” can now also historically assign employees without sick note to the units + the display block employees is now only displayed if you have explicitly selected employees.
• Report Factor2: The target sales price of superstructure service types is now also automatically split between the partial service types if the proportions are not explicitly specified.
• Report offers: Is no longer executed automatically.

Admin

• The client window in the Admin now opens larger and the editor has two columns.

Jobs

• The hours tab in the job now shows in the tooltip of the edit button of the bookings why this is not editable.
• Body types are now sorted correctly in the quotation editor.
• Retainer – rounding adjusted in retainer interval, performance record editor, performance record
• Retainer – If “Direct debit” is selected as the payment method for a retainer invoice and corresponding bank details are stored for the contact, these are automatically set on the invoice.
• E-invoice – outgoing invoice: further information from the outgoing invoice has been integrated into the XML (invoice title, job number, free text)
• E-bill – XML renderer in the print dialog
• E-Invoice – Print dialog: print dialog options not allowed deactivated
• E-invoice – The PO number is now always transferred in the PurchasdeOrderReference field, regardless of whether a routing ID or the PO number is in the buyer reference.
• E-invoice (All profiles) – If no client-dependent e-mail is available for the signatory, the overarching e-mail is used instead.
• E-bill Buyer Ref is transmitted with “not available” if neither a PO number nor a routing ID is available.
• In the hours overview on the job, unconfirmed hours are no longer displayed in red but in gray. Rejected hours are now displayed in red instead of gray
• The hourly totals in the LNW PDF are now displayed in both time and decimal format.

MyDay

• The todo list now opens from MyDay with a preselection for your own open todos.
• You can now also delete work schedules without the “Request working time” right if you at least have the “Request home office” right and the work schedule does not contain any changes to the working time.

PM Professional

• Phase Backlog
• New project plan available as a beta version on request
• The sorting of subtasks is now aligned by sort number in the Job->Tasks, Task editor subtasks, and Task structure views. Previously, sorting was either by internal ID or by deadline.
• Team tasks can now always be booked by all team members.
• In the task editor, comments are now sorted by date. The most recent ones come first.
• PM Prof: New admin setting ‘Adopt task description from activity type’

Contacts

• Mail merge export: Leading “D” in the zip code of German contacts removed
• Todo – auto-refresh for todo changes, delete button, message if you cannot see all todos due to missing authorization, add button implemented
• E-invoice – Commercial master data: “Route ID” becomes “Electronic address” // additionally, a type can now be selected for the electronic address
• E-bill – Commercial master data: Explanatory texts in the selection options of the various e-invoice versions

HR

• The “Hours booking overview” report is now an HR report

Accounting

• Dialog “New incoming invoice” shows (XML renderer) and reads e-invoices (prerequisite ZUGFeRD/XRechnung module is licensed)
• OCR incoming invoice dialog renamed to “New incoming invoice” (also Admin)
• OCR – The invoice number is now also recognized for receipts.
• The OCR input calculation now shows how many pages are still available.
• Document list – display options (sorting) are now retained when resetting the filter criteria
• Financial accounting export – position export – 0 positions are now skipped

Controlling

• Added target, actual and open columns for the PM Professional report “Task details” and multi-selection field.
• Option ‘Primary address’ in the distribution list / subscription report
• In the Factor2 report, you can now use the checkbox to split the build-up services
• The “Time booking details” report is now sorted by user name.

Extras

• Internal message “Retainer budget alarm”
• New personal setting ‘Adopt hourly booking text from activity type’

Admin

• New Admin dialog for standard settings of the performance record (Admin – Other – Performance record)
• It is now possible to set the time zone of the clients. This has an effect on the creation and display of appointments.
• E-invoice unit of measure – C62 added as alternative unit of measure for pieces, unit code for ‘Flat rate’ adjusted
• E-bill – electronic address can be stored for the client
• Explanatory texts in the selection options of the various e-invoice versions
• E-Banking – SEPA Version 3.7
• PM Prof: New admin setting ‘Adopt task description from activity type’

Jobs

• PM Basic: Milestones are now also set to ‘completed’ like tasks if the corresponding option is selected when the job is completed.
• Performance of the activity type select box in the item editor of the offer improved for many LA categories.
• The performance record now always works with 4 decimal places for hours in order to maintain consistency with the outgoing invoice.

MyTime

• Warning message added to save button for time booking in task editor.

PM

• The Backend phase was integrated for Project Management Professional.
• Beta for the new project plan on request (Please contact support.)

Contacts

• Separation of key account and responsible unit in the contacts. Both fields are now separated per client.

Accounting/Financial accounting

• Revised e-bill incl. UBL released
• E-invoice – additional/new format “ZUGFERD 2.3 XRechnung”

Controlling

• “Hourly booking overview” report now also visible in Controlling Hourly booking overview report cannot be found in Controlling
• The “Hours booking overview” report is now an HR report
• Incoming invoice book report is no longer executed automatically when opened
• Report selection templates no longer overwrite the date selection
• Target, actual, open hours columns added for the PM Professional Report Tasks Details and multi-select field added.

New DATEV invoice data service 1.0 interface available – financial accounting data is transferred to DATEV at the touch of a button.
Jobs

• Proof of performance: Added option to display numbers in time format
• Proof of performance: You can now select the subjobs
• In the job dialogs for the headlines and text blocks, you can see which documents the objects are used on.
• If you set a callback date on the offer, this creates a ToDo for the PM when the offer is saved.

Retainer

• You can now set the retainer flag directly in the list without having to open the booking mask.
• In the job, you can now also view the bookings of the worker jobs in the hours tab if it is a retainer job
• The transfer to monthly retainer intervals can now be reset.
• You can now reactivate closed retainers via the contract editor.
• For monthly retainers, the interval total is reset to the default value if the billing proposal is deleted and neither the interval nor a subsequent interval has been completed.
• Locking and resetting a retainer interval now works via the “lock” icons in the interval table.

PM Professional

• Series dates are now also displayed in the Kapa view
• The “Online meeting” button for task deadlines has been added to the task editor.
• The capacity is now also shown in the task import.
• The job is now also displayed for the appointments in the Kapa view
• Notifications about status changes of tasks now contain a little more information in the message body – e.g. the user who changed the status.

PM Basic

• Inactive employees can now also be selected in the Kapa Report

MyTime

• If the “Inform PM” checkbox is selected on the time booking, the corresponding internal message is forced – i.e. it is sent even if the PM has deactivated the message.

Calendar

• PERFORMACE The loading of appointments in the sick note over longer periods of time has been accelerated.

HR

• If compensatory time off and overtime have separate accounts, they are now also displayed in two different columns in the Working time report.

Accounting

• Outgoing invoice – for customers with active DATEV interface -> check whether due date is before document date (leads to import errors in DATEV)
• WKR item: “Send e-mail” checkbox can only be changed in the mail preferences when editing WKR items // The corresponding checkbox can still be clicked when creating new WKR items
• WKR run: If e-mail dispatch is not permitted, a link now leads directly to the mail details

Controlling

• The Access rights report has been given a selection for employee access and employee status.
• List width in the selection of the distribution list report increased
• You can now also display the worker jobs in the Retainer Report

Extras

• The selection for the weekly hours notification now works in combination. This means that you can select teams, units and employees separately. The result set is added together.

Admin

• The order confirmation dialog in Admin now provides an additional line for the agency name.
• You can select a default rating in the admin, which is automatically set when new offers are created.

The new QuoJob app can be used from this service pack onwards. It will be available in the App and Playstore in the next few days.

Jobs

• Store proof of performance as a job document newly implemented as a feature
• The budget manager is either pulled from the contact or higher-level job according to the admin setting “Default budget manager for new projects:” or remains empty.
• Retainer invoices now receive the external job title as the invoice title by default, just like normal invoices. Previously, the name of the retainer item was used.

PM Prof

• In the capacity display for task creation, the bar is now also displayed in red if no working time is available
• All appointments are now displayed in the Kapa view in PM Prof.
• New internal message for task dependencies. When a predecessor task is completed, the person responsible for the successor task receives a notification. The notification must be activated by the user in the Extras -> Messages -> Internal messages module.
• In the task editor, the subtask list is now sorted in ascending order by deadline.

Contacts/HR

• On the contact (Business card tab) there is now a grouping in which the contact todos are listed

Controlling

• Posting date in the cashbook report
• Detail level in report Factor2 revised.

Admin

• Admin option for the standard budget manager for job creation
• New admin dialog for the proof of performance

Jobs

• The job select box now also shows the job contact of middle and lower jobs in “Show contacts” mode if the job above is assigned to another contact
• For task templates in PM Basic of a project plan template, you no longer need to define a person responsible. When importing a project plan template without a person responsible, the active user now becomes the person responsible for the tasks.
• In the Retainer Control Center, a lock icon now indicates whether an interval has been completed or not
• Warning message in the outgoing invoice if not all hours have been confirmed.
• Hour confirmation – subjob filter, NWB button and target VK display added to the standard dialog

Financial accounting

• Separation of the standard tax rates for outgoing and incoming goods in the commercial master data
• Accounting – Incoming invoice: under Admin > System > General settings, the option “Do not pre-fill voucher date with current date” is available.

Calendar

• Events imported from external to Caldav now also show a link (Teams, Google, Zoom) to online participation (in the edit view) in the QuoJob calendar.
• In the appointments, if the appointment contains external participants, there is now an icon that can be used to send invitations to the external participants. This feature is only available if NO Exchange connection is set up, as the invitations would otherwise be sent twice.
• Added display of time from to in calendar for day view and week view.

HR / Contact

• HR Confidential Illness now opens the AU report

MyTime

• “Work schedule” renamed to “Work schedule / Home office”. In MyTime and in the dialog

PM Prof

• In the task editor (expanded view), the template selection is now grouped according to project plan template affiliation. Task templates from project plan templates can no longer be deleted there.
• The deadline in the job task list is no longer colored red if the task has already been completed
• The capacity calculation now takes into account the time zone of the user/team. Set a different time zone for a user via the client and create appointments with a time shift to a different day. Capacity should always calculate the appointment/task in the time zone of the responsible person/participant.
• In the capacity view, there is now a tooltip on the daily distributed hours on mouseover
• Task deadlines are displayed in PM Prof on the Employees tab.

Controlling

• In the sickness report, it is now possible to filter by historical unit assignment.

Extras

• New notifications “Hours rejected”, “Hours rebooked”
• Job added to the header of the hourly confirmation messages

Proof of performance

• In the new LNW (PDF+Excel), the hierarchy of tasks is now maintained when sorting by task (PM Prof only)
• The print buttons in the LNW now open the PDF directly in a new window

Jobs

• Revised performance record
• Among other things, the user guidance in the performance record has been improved by means of grayed-out buttons and warning messages.
• You can now set individual page breaks in the new performance record PDF.
• Retainer :
• In the retainer report, the date selection “to” is now “inclusive” The line for “Currency” in media placements now also has a link to the currency converter as in offers

MyDay

• New calendar
• + Button for creating tasks in the MyDay “Tasks” widget

PM Professional

• Capacity is now shown in the task system.
• Users with PM right to “Read” may now also create subtasks if the task was not created by them, but was delegated to them, IF the admin option (create tasks for themselves) is active.
• Job filter in the employee capa view in PM Professional.
• If a job template is imported, the tasks of the template are also copied. Task hierarchies are retained. However, no links, no communication and no files, appointments etc. are copied. The start and end date of the copied task is calculated in relation to the new start date.

Contacts

• Incoming invoices and payments in contact -> History linked
• The contact history now shows the jobs for incoming invoices and payments of incoming invoices

Accounting

• Voucher list – Incoming invoice: additional option “Rejected” for filter release status
• FiBu export – non-generated PDFs are displayed as errors
• If an address that already exists on an invoice is changed, the previous address is deactivated instead and a new address is created. WKRs, payment on account and invoice proposals that have not yet been created are updated to the new address.
• FiBu Export – Performance improvements
• The cancellation dialog for outgoing invoices now shows an error message if the date of existing cancellation invoices would change the current number range in the event of a change.
• The dialog for invoices on account now shows an error message if the date of existing invoices would change the current number range in the event of a change
• The cancellation dialog for invoices on account now shows an error message if the date of existing cancellation invoices would change the current number range in the event of a change.

Controlling

• New optional KSK column for the “Outgoing invoice” report
• Totals display in the “Detailed job hours” report now also works in CSV export.

Admin

• File names for letterheads may now have more than 40 characters => 200
• E-mail address for accounting documents in the admin area can now be saved separately for each client.

REST API

• FEATURE End point for outgoing invoices
• New API object for invoice settings
• New API object for invoice items
• New API object for invoice jobs
• New API object for invoice headlines

General information

• The new calendar can be activated on request. Please contact our support team.
• PERFORMANCE improvements

Project Management Professional

• New features for the task card (card hints, configurability and context menu)
• Warning messages when tasks are deleted, including information about the associated deadline
• In the employee capa view, you can now also configure the task card and book hours via the card.

Jobs

• Search function for employees and jobs is switched to DROPDOWN
• Job history – Adjustments to incoming invoice section

• It is now possible to convert media placements from the placement overview directly into orders or order reservations
• There is a new “Usage” column in the media circuit overview, which indicates in which offer, invoice or incoming invoice this circuit is currently being used.

Admin

• Service types are now searchable via the international name

FIBU

• E-Banking – Sepa Version 3.6
• BUG Error in the select box for invoice books if no books are available
• Filter for payment types in the accounting module
• New comment field in incoming invoice cancellation dialog. The text is displayed on mouseover.

Extras

• The restriction for the daily time booking message takes into account the selected employees; no longer the units and teams
• Weekly hours notification can now be reduced to an employee subset

MyTime

• Incorrectly booked breaks can now be evaluated and corrected collectively under Admin – HR – Working time – Check – Hour bookings.

Project Management Professional

• New features for the task card (card hints, configurability and context menu)
• It is now possible to set a color for the task status in PM (Admin – Project management – Status).
• New view of the task structure/subtasks

Accounting

• (Partial) payments can now be clearly assigned to e-banking payments
• Voucher list – Payment status dialog: Payments that are in the e-banking run cannot be deleted.
• E-invoicing run number is included in the blocking message

Controlling

• Checkbox in the “Working time” report to only display/export totals
• New report “AU (certificate of incapacity for work)”

Admin

• The admin dialog for priorities has been changed to the new color picker.
• The admin dialog for task types has been changed to the new color picker.

REST API

• Further end points and improvements

Microsoft Office integration for e-mails (e-mail client module)

• It is now possible to use Microsoft 365 mailboxes for the mailbox view in Extras and the storage of documents.
• There is a new configuration dialog for configuring Microsoft 365 under Admin interfaces. This is currently only used for emails, but other services are also possible.
• The dialog for setting up an email account now also accepts Microsoft 365 as a protocol. All email addresses of the Microsoft account are listed. To connect, a verification email is sent to the desired mailbox. The code contained in the email is required for the final save.

Project management

• The order of the tasks is now re-indexed after

Notifications

• The new message “Hours target exceeded” is now generated
• Added warning levels for the message “Hours target exceeded”

Caldav

• Extras Caldav now has a restriction for retroactive dates

Controlling

• Quotation and invoice columns in report job list Ang|Ar in CSV export separated into date, no., amount. (Previously combined in one column)

Jobs

• Performance record now also shows total hours

Media

• A filter has been added for valid media tariffs depending on the placement date in media placements.
• The select box for the order item/media circuit now displays more text.
• The select box for the order item/media circuit now shows the price in a separate line.
• The select box for the order item/media placement now shows the price for media placements.

Calendar

• Appointment series and appointments where the creator is NOT included in the appointment now have another special participant who acts as the organizer. If Exchange synchronization is used, this must be present in the organization.
• A default organizer is no longer added for private appointments, even if the creator is not the participant (vacation / illness).
• Appointments are now transferred from QuoJob to Exchange in real time, no longer via a background service.
• Vacations and sick notes are transferred to Exchange.

Controlling

• New “Working time” report
• You can select the vendor in the Incoming invoice book report.

Print dialog

• PDF attachments can be set as multi-page attachments via “Admin”

• MyTime
• It is not possible to rebook hours from internal to productive or vice versa

Controlling

• Display in the report Time recording target/actual now in decimal numbers instead of as a time specification

Interfaces

• Extensions for the REST API

General improvements to stability and performance