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