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.