projectfacts 2025.2

Highlights of the new projectfacts version

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

All further innovations and improvements can be found in this changelog.

Discover Genua!

The new Genua user interface not only gives projectfacts a modern look — the software also loads up to 50% faster than before with the update! Find out more about Genua now!

On the topic of “The new design Genua”

SEPA direct debit mandates in projectfacts

Find out how to create and manage mandates directly in projectfacts and conveniently export direct debits to your bank — for greater efficiency and less manual effort. Use SEPA direct debit mandates in projectfacts to simplify your invoicing workflow.

On the topic of “SEPA direct debit mandates in projectfacts”

Updates on e-invoices

We have summarised all the latest developments regarding the handling of e-invoices in the blog post for you. Find out how some practical improvements will help you when receiving and sending e-invoices.

On the topic of “Updates on e-invoices”

Refer a customer

Secure 30 percent payback on the licence price of every new customer you refer to us! More about our new referral programme and all the terms and conditions can be found in this blog post. It’s worth it!

On the topic of “Refer a customer”

Changelog 2025.2

New features

• Ticket assignment via reply-to for specific sender addresses
• Format API data via custom exports
• Reset password for external access
• Password rules for external access
• New type ‘HR data’ for custom export with contract and department data
• Direct debit mandates and SEPA export
• Global ID for articles and organisations

Improvements

• The selection of document templates can be structured with sections if required
• Extension of the dunning run to the payment method None, Other and Bank transfer
• Update price list for documents via multi-select
• Display additional checks in the “Leave request” preview card
• Improvements to the bank interface: It is now possible to define different times for an automatic import. The ignore rule has been extended with additional fields. Improvement in automatic payment reconciliation.
• Audit data (validation checks) of a financial document can be displayed on the PDF
• Convert an open item into a project
• Open items, CRM activities and alerts made repeatable
• Empty sections in documents can be deleted via multi-select
• Categories for departments (HR)
• Archive campaigns + separation of Closed/Hide
• Hierarchy added to document selection
• The conversion of HTML to text is now stricter, so that simple formatting is preserved.
• Until filter for dependent remaining holiday for holiday column in employee lists
• Images uploaded in free fields (formattable text fields) are now saved in the file module. This allows larger images to be embedded without reaching the character limit.
• Booking to capacities is now possible with the detailed time booking dialog, even if all the data for quick booking would actually be available. A date error was fixed with this change
• Revenue and Planned columns added in ‘My Goals’ list
• It is now possible in the workflow to force a status selection for messages to clients.
• It is now possible to configure globally whether the name or the description of a position should be used for the booking text in the DATEV export.
• It is possible to restrict which ticket statuses can be selected in the external access (when replying)
• The creditor number is now automatically generated in the booking batch if none is set in the supplier. In addition, a check for unique assignment is performed when entering data in the organisation master data.
• The sending with mail accounts can now be restricted to specific users and groups
• Sender list for ticket contact assignment via reply address
• It is now possible to influence the content of “Document field 1” in the DATEV booking batch. Three options are available for incoming invoices (own invoice number, supplier’s invoice number and both combined)

Bug fixes

• Monitoring of order billability made more robust and faster
• Price share calculation for cost allocation now calculates based on the proportional price rather than quantity
• Next audit date corrected for the calculation mode remaining term
• Display error of billability in orders with payment plans in certain situations fixed
• Changes to columns in capacity planning are not applied when only planning via monthly target is active.
• Project time templates can be deleted even if the project has already been completed.
• Sick leave entries that have lost the connection to the working day can now be administratively deleted.
• In contact lists the department is now displayed as the complete path
• Hierarchy in the organisation lists works again.
• Document layouts can again display parts of the address
• Department structure in organisation lists is indented again
• Overtime reduction quotient is now displayed in the working days overview
• Maintenance percentage was not copied into the invoice when invoicing
• Creating a commission now also listens to the settings of the cost type
• Calculation basis for fixed price and effort positions adjusted
• Incoming invoice with gross price input now also works with term articles
• If the position was not billable due to project restrictions, and there was no project, it was billable in the calculation according to remaining time
• Overtime payouts show the balance of the overtime account from the previous day
• Additional columns in the capacity analysis report work again.
• Time bookings when creating tickets from a template now set the correct section.
• Subtitle of financial positions now shows the correct billing type.
• Default settings for project extension from orders adjusted.
• Visibility of ‘Invoice type’ in positions can be configured.
• SLA in master data of organisations now shows ‘Inherited’ instead of ‘None’ for children.
• Checks from document templates are now correctly adopted.
• Project assignments from positions of a document template with a project are correctly adopted when creating.
• Open item lists can be sorted again
• Menu selection in the permissions of user groups is retained when saving.
• Employee export fields added and sorting improved.
• Cost element can be changed again (company car, payment method)
• Contact assignment to email addresses and name filters via API: “OR filter” instead of “AND” so that contacts are matched more successfully.
• No more double URL escaping when an Excel report is requested via API.
• In the ticket overview, our own AutoReply was displayed as content when creating a further transaction was cancelled. With this fix, the content of the incoming transaction is visible again
• Icon for invoices from the order in the preview now links to the Invoices tab.
• Hidden fields are now also displayed in create dialogs when they are set to Mandatory/Visible for new elements.
• Helper link for cash discount in the ‘Post incoming payment’ dialog is displayed again.
• Helper link of free fields now retains the order.
• For the fields ‘Payment method’ and ‘Invoice with ZUGFeRD or XRechnung’, CRM data takes priority. If null is set there, the template is used as a fallback.
• The API endpoint Finrecimport now also saves free fields of positions
• Public holidays with 0% are now displayed in calendars.
• Excel reference documents no longer automatically trigger a download in the preview tab of documents
• The progress calculation of a campaign transaction now takes into account passive contacts / The progress can be 100% even though contacts are inactive. Missing campaign transactions of a passive contact are displayed as a grey X
• The “New expense (quick entry)” dialog now reacts to changes similarly to the “New expense” dialog
• Date for the weekly closing is correctly calculated on the cut-off date.
• The deletion of organisations with contacts via an import
• Custom languages can now also be selected via the MIA master data.
• When copying documents, the checks with the status Template are copied.
• Selection of replacement fields RTE also for e-invoices
• Selecting “None” rule in serial rule fields fills the field with “None” again
• Working time columns follow the employee’s settings
• Logged-in employee is automatically set as the editor when booking directly via templates.
• Update of invoice data according to the service recipient (BT-70 – BT-80)