projectfacts 2024.4

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.

Control ticket channels by customer

Control even more precisely where your tickets land by having the system intelligently pre-sort them. teamspace recognizes tickets from people who belong to a specific organization and can automatically move them to a separate ticket channel. Ideal for key accounts or partners in large projects.

About “Control ticket channels by customer”

Cost processing for an invoice

Record incoming e-invoices directly in the system. This way, you can quickly create cost elements such as meal or accommodation costs and link them directly to the appropriate invoice. This also makes it easy to pass costs on to your customers.

About “Cost processing for the invoice”

Product management made easy

With product management, service companies keep track of their services. teamspace analyzes all contracts in the system for this purpose. The assignment of products now takes place through a fully automated run. This can be repeated regularly and ensures that your product overview is always up to date.

About “Automatic product management”

Changelog 2024.4

Please note

• Document positions can be supplemented with additional data via free fields
• Product management offers new automation functions

Improvements

• A default ticket channel can be stored for each organization.
• Public holidays can be marked as company holidays for better differentiation.
• When checking special leave, previously taken vacation of this category is shown as a hint.
• The visibility mode in external access can now be configured even more precisely.
• In the project progress analysis, the planned time of a project can also be evaluated over time against the booked time.
• The module search and the quick search in the toolbar of lists can now also search free fields.
• Lists allow changing the sort direction even when additionally split by sort key.
• Sales opportunities can now be imported and exported.
• The list of project transactions can now also display project transactions from sub-projects.
• New columns and filters in the contact, organization, and sales opportunity lists.
• Compatibility of the GiroCode function improved.
• Sharing a direct link has been improved and now provides a copy template.
• The signs in the payment dialog for incoming invoices are now more structured.
• Processors of a work package can now also be changed via drag & drop.
• Booking batches now clearly warn about incomplete article information.
• Contract positions now warn more clearly about changes that could lead to billing errors.
• Cancellation documents are now also displayed in the invoices tab of the contract.
• Names, descriptions, and numbers of existing positions in contracts can now be adjusted via the price list.
• Capacity planning from a project now creates a matching plan for all time bookings already made. Only the remainder is newly planned.
• Multi-selection to delete competencies.
• A default sender can be specified for the automatic invoice/dunning run. For the dunning run, this is the clerk.
• Custom exports can now also be used via the API (via bookmarks as a workaround).

Bug fixes

• With certain navigations into the detail manager, the current menu item was not saved for the next opening.
• Sales opportunities can now be split by referrer again.
• QM documents can now be split by clerk again.
• The competency filter in employee lists works again.
• Minor inconsistencies with electronic incoming invoices fixed.
• Certain columns in the system could not be sorted correctly.
• Various errors in the drag & drop operation of tile views fixed.
• An issue when creating cost billing from trips has been fixed.
• When booking a project time on certain Teams calls, the date was shifted by one day.
• When switching between company car and private vehicle, the reimbursement amount was incorrectly pre-populated.
• The display of employee competencies with stars is now also taken into account in the filters.
• Certain ticket status icons had no background.
• The invoice type in the No./Type column in position lists is only displayed in invoices.
• When switching between organizations, the project time list in the organization detail manager is again displayed correctly.
• An issue with line breaks when replacing text in Word templates has been fixed.
• The field configuration “visible when creating new elements” works correctly again.
• The “Upgrade” function for contract positions now also works when billing by effort.
• The option to add multiple document positions no longer causes problems when saving. A discount is correctly applied.
• Documents signed with Scrive or Skribble could not be downloaded when linked to a QM document.
• When reducing flextime, the preview takes into account the specific day length rather than the weekly average value.