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’