projectfacts 2023.4

Highlights of the new projectfacts version

The new projectfacts version offers you more automation and new options for your accounting.

All further new features and improvements can be found in this changelog.

Bank interface

Via the bank interface, you can upload your bank account transactions into the system and automatically match them against your invoices. Paid invoices are then automatically marked and the payment is recorded as an element within the invoice.

About “Bank interface”

Automatic dunning run

The automatic dunning run checks all invoices at regular intervals and automatically raises overdue receivables to the next dunning level. If desired, payment reminders or dunning notices can also be sent directly to the customer.

About “Automatic dunning run”

Late payment interest for your dunning process

Now define individual late payment interest rates and fees per invoice and dunning level as desired. These are automatically applied to the overdue gross amount of the invoice and calculated on a daily basis.

About “Late payment interest for your dunning process”

Changelog 2023.4

New features

• The new payment import assists with the assignment of incoming payments to open invoices.
• The automatic dunning run can send dunning notices without user input.
• Project times can be assigned a “Billable processor” if, for example, times are to be listed anonymously in the activity report.
• A minimum staffing level can be stored in user groups, which may warn when vacation requests would fall below the threshold.

Improvements

• The new payment import assists with the assignment of incoming payments to open invoices.
• The automatic dunning run can send dunning notices without user input.
• Project times can be assigned a “Billable processor” if, for example, times are to be listed anonymously in the activity report.
• A minimum staffing level can be stored in user groups, which may warn when vacation requests would fall below the threshold.

Bug fixes

• Corrected filter “Include sub-project” for the project filter in project time reports.
• When creating a project from a template with open items, the list assignment is now carried over.
• KLR auto values are now set when automatically creating expense reports through travel expense billing.
• “Edited yesterday” in My tickets now filters correctly.
• In the vacation Excel report, all cost centers in the selected period are now displayed.
• The workplace resource filter in the workplace overview now also affects the displayed rows.
• Pay blocks without working time, independent of salary, are ignored for the calculation of salary changes.
• Absences in the workplace planning that an employee is not authorized to see are no longer displayed in weekend color, but as vacation.
• Fix for issues with category validation in the time booking dialog.
• Category was reset to null when selecting a template.
• Remaining vacation in the working time report now takes delta values into account.
• When copying price lists, the detail manager of the new price list is now in “focus”.
• Navigation list “Project directories” is working again.
• Menus for which you have no permissions are now only displayed when you manually switch to admin mode.
• Error in the KLR filter group fixed. Select-3 filter “Assigned” added.
• If neither a cost center, cost carrier, nor cost type filter can be displayed, the filter group is not shown — i.e., no more empty filter groups.
• Bug fixes in the CrmActivity API.
• Descriptions of document positions are no longer displayed as HTML in Excel reports.
• Changing CRM transactions via the API no longer generates 500 errors.
• No more errors when ApiValuedLinks have a NULL value.
• In the master data address of documents, it now shows ”- None -” instead of “null” when no address is found.
• When creating an Excel report from the invoice analysis split by articles, a permission error occurred.
• The owner for the transaction when creating a ticket project is no longer set to SYSTEM.
• When retroactively adding employees to an appointment, the display name is used.
• Wrong address from document template is no longer carried over.
• Faulty refresh on date fields of document master data fixed.
• When creating a position, the auto-value for assigning times was not displayed correctly.
• Issue with recurring appointments in billing rules adjusted.
• “First channel” of tickets is correctly exported (Excel report).

Issue with final invoice based on down payments fixed.

• In the working hours report, inactive employees can also be selected in the employee filter via the active filters.
• Duplicate visibility filters had prevented the display of detail planning in the revenue planning.
• When booking project times with mandatory start/end recording, start and end are marked as required fields.
• Planning attendance times works now even with the config “Working day not editable”.
• Multi-selection actions “Price according to price list” and “Price with factor” work again.
• If creating attendance/absence times for a category is generally possible but not due to, e.g., an IP filter, the action is shown with a corresponding message; but not when creation is fundamentally not possible, e.g., due to a user group restriction.
• The sort order was lost for Multiple Set String fields when converting the CSV value into a set.
• Data for product management is now also correctly transferred from the article via ApiFinRecImport.
• The action “Plan attendance/absence” in the My Capacity Planning list was incorrectly dependent on the “Edit deployment planning” permission.
• The excerpt of ticket transactions was in some cases displayed incorrectly.
• Partially incorrect display of ticket content in the preview card.

DRP now correctly initializes and caches the working time key figures (planned quota).

• With multiple auto-login cookies, a deactivated user could prevent the auto-login.
• The group right “View vacation/overtime account balance of colleagues” now also takes effect in the vacation account/overtime summary — for example, in a vacation request.
• The time format SHORT produced "" (empty string) for 0 minutes. This could not be distinguished from a missing input. From now on, 0 is displayed as “0”.
• Budget conflicts are no longer displayed as overbooking (unless of course there actually is an overbooking).
• It was not possible to print individual invoices via multi-selection.
• The drag & drop area for file upload is now implemented with the dialog element and therefore always displayed on top.
• The various upload widgets in the left area are no longer loaded asynchronously but are available immediately.
• No autofocus on the input field for starting a project time when it is an embedded form (ticket status).
• Certain fields of CRM activities were not writable via the API.
• Search results in the capacity selection are now weighted (best matches at the top).
• Scrum: AdjustPlanDialog now activates the priority upon input if necessary.
• Some lists were reset after a data import, which could lead to misleading displays.
• Multi-selection actions for organizations now make accidental deletion more difficult.
• Date selection in the appointment dialog did not work in some cases.
• KPI fields of type “Number” in user lists are now correctly formatted.
• The menu right “Private pinboard” for the task manager was not checking the general right “private pinboard”.

Image credit: © unsplash (2023)