projectfacts 2024.3

Organize your finances with optimized e-invoices, expense billing, and the improved bank interface.

Highlights of the new projectfacts version

The new projectfacts version offers you a range of new functions and features.

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

Enjoy the new, automated bank interface and manage your invoices directly from the system.

Bill your travel and material costs in projectfacts in the same way as the times your employees record.

By optimizing the receipt and sending of e-invoices, you are perfectly prepared for the soon-to-arrive obligation to receive e-invoices.

The billing of costs has been revised and behaves differently in detail. To use the automatic billing of costs, an adjustment of existing contracts is required.

Receive and import e-invoices
Electronic bank interface
Semi-automated billing of costs
Fixed and dynamic alarms for contacts and employees possible
Automatic follow-up on answered tickets that are waiting for a customer response
Report “Attendance times” for easy display of attendance and absence times

The visibility of colleagues and the visibility of detailed attendance/absence data of colleagues has been separated and is now independently configurable
A general additional ticket recipient can now be entered for customers
Planned capacities can be retrieved via the API
Handling of sick notes has been greatly improved
Project times can now be split by reference number
The general access rights for contacts and organizations can now be set separately
New QM document type “Certificate”
The description of CRM activities can now be formatted
Preview images are now displayed for uploaded MS Office files
The founding date of organizations can now be stored (corresponds to the birthday field for persons)
The review type “Standard” is now called “For acknowledgement”, which better describes the functionality
Sharing elements now generates better readable email content

The unsubscribe link in campaign mails works correctly again
The framework conditions of a project (such as planned time) are also usable without the finance module
Shared project time templates are now also displayed under “My day”
Manual check-in occasionally did not start the attendance clock
Display error in Safari fixed (with the old menu bar 2, the error unfortunately remains)
Competency columns in the HR employee list now use the star display also in the Excel report
The “Project type” filter in document lists now also works correctly when no main project is linked
When creating a new free field of type Textarea with free field options as suggestion function, the dialog became unresponsive
Slowdowns due to annotations in employee selection fields fixed
When the time account was negative in the previous month, the maximum overtime limit could be exceeded
The clear widget in a focused text field works correctly in Firefox as well
KPI variable suggestions for user KPIs now include project time and attendance time again
From the billing view of a contract, invoices can again be created via multi-selection of positions
Owners and responsible persons of new tickets now also receive notifications when “as subscriber” is deactivated

Dr. Martin Moosbrugger

27 September 2024