QuoJob 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.