projectfacts 2024.1

Highlights of the new projectfacts version

The new projectfacts version offers you new interfaces and features.

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

DATEV interface

Many companies use DATEV to transmit their financial data to the tax office. Thanks to the new interface, you can now transfer your invoices and cost elements including document images directly to DATEV without needing to use an export.

About “DATEV interface”

Planning and controlling of project finances

Using baseline values, you can compare, for example, the originally planned expenditures of your project with the orders already placed and the actual expenses incurred in the form of incoming invoices. You can also synchronize project plan data from the contract.

About “Project finances”

Split time bookings

Have you agreed time contingents with your customers that are billed at different rates? Then you benefit from split time bookings. These are automatically split when they would cause a contingent to be exceeded: one part fills the contingent and the second falls into the next billing pool.

About “Split time bookings”

Modular quotes

projectfacts now offers formattable building blocks in the form of text templates that can be flexibly integrated into documents. This allows you to design your quotes even more attractively by supplementing them with additional text and image elements, for example.

About “Modular quotes”

Changelog 2024.1

New features

• Transmit documents and travel expenses to DATEV using the DATEV accounting data service.
• Baseline values and extended options for financial project controlling.
• Plan values synchronized from the contract in the project module.
• Project times can be billed proportionally when billing via limited contract positions. (Splitting of times at maximum values)
• Formattable text elements for modular documents (e.g., quotes).
• Interface with the signature service provider Scrive for sending documents for signing.

Improvements

• Already sent budget alarms for projects can now optionally be automatically reactivated when budgets change.
• Ticket search has been enormously accelerated.
• The quick search in lists and the module search can now search better across multiple terms (wildcard search on individual words).
• Times can be entered without a colon. Times can be edited using the up and down arrow keys.
• Free fields of type “Formatted text” can now be given longer, formatted suggestions.
• Articles can be merged in the article management.
• The entry of payments for an invoice shows all involved currencies (document currency, transfer currency, home currency).
• Project time lists can display more information about the contract position (actual contract number in the time positions).
• The configuration of the main menu now also allows selection of tile contents (widgets).
• Quality management module documents can now be published via external access.
• Project time templates can now be saved as bookmarks on the dashboard and shared with other employees.
• The purchase price in order positions can be taken from the contract that triggered this order.
• Document templates can now include a default setting for the document name.
• The detail manager for organizations now includes a list of project times.
• Full-text search introduced in the header of financial position lists and extension of full-text search to the description.
• Invoice: Extensions beyond size receive new position numbers depending on the original number (e.g., 100-a).
• Payment status also available for incoming invoices.
• New: Action for cleaning up contracts (positions are moved to a specific area).
• The “Bookmarked elements” function is now available for articles, financial positions, and the invoice analysis.
• An additional dunning email address can now be defined in organizations. This is automatically added as an additional recipient for dunning notices.
• New field “Region” in employee data.
• The list of unbooked working days now has active/inactive filters for employees and user access.
• API: Free fields of projects can now be read via the API.
• API: The solution approach of a ticket can now be read via the API.
• API: QM documents and their PDFs can now be read via the API.

Bug fixes

• When “Save” was clicked during address entry without closing the address modal, the new address was not adopted.
• Popup dialogs sometimes re-centered themselves when moved before the first input.
• Various display errors in Excel reports of lists fixed.
• Not all mandatory fields of a project type were correctly highlighted in the “New project” dialog.
• Entering longer absences as an interruption of an existing employment contract incorrectly marked working days after the absence as non-working days.
• Despite permission for colleagues’ vacation requests, these were not visible to non-HR users.
• The search in the file selection did not work reliably.
• The weekly calendar navigation had issues with the last week of year ‘24.
• Menu notifications for the wiki module did not display the titles of wiki pages correctly.
• Filter “Prospect/Customer/Supplier” in contact lists fixed.
• Issues with importing open items fixed.
• Organization and contact appointment lists are again filtering by their contacts.
• Recently used elements from the sidebar could not be moved to the private pinboard.
• Assigned priorities in ABC or star mode can be deleted/cleared again.
• API: Free fields inherited via the project structure could not be saved.
• The dunning fee field in invoices was incorrectly write-protected in some cases.

Image credit: © unsplash (2024)