QuoJob changelogs

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