Everything You Need to Know About Time Tracking: A Checklist for Companies

Highlights of the New projectfacts Version

Skribble stands for legally valid digital signatures. From now on, you can also have PDF documents signed online in projectfacts using Skribble — quickly, easily and securely. Extended options for cost and performance accounting allow you to assign cost types, cost centres and cost objects automatically and rule-based.

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

Skribble Integration

Thanks to the Skribble integration, your contract partners can sign documents in projectfacts quickly, easily and with legal validity. This is particularly practical for quotations. Users receive the option directly within the document to have the quotation signed using Skribble. The result: faster contract closures and greater security thanks to e-signatures.

On the topic of “Skribble Integration”

Extended Cost & Performance Accounting

Cost and performance accounting (CPA) is a helpful controlling tool. With the new version, all revenue-relevant elements in projectfacts have been extended so that cost types, cost centres and cost objects can be assigned flexibly and rule-based. The new mechanism simplifies CPA and offers improved analysis options.

On the topic of “Extended Cost and Performance Accounting”

Changelog 2023.1

Please note:

• ZUGFeRD versions below 2.2 are no longer supported

Highlights:

• Cost and performance accounting with cost centres, cost objects and cost types for detailed recording and analysis of project times, bookings, invoices and costs.
• Integration with Skribble (sign documents digitally)
• Automatic attachments can be defined for invoice dispatch. For example, the invoice PDF can automatically be sent together with the activity report, or even merged with a PDF before dispatch.

Improvements and New Features

• Many small changes to capacity planning simplify operation. More intuitive labels to distinguish between monthly targets and daily/weekly/monthly planning.
• A Scrum planning dialog makes it easier to operate agile project management.
• Capacity planning on a weekly and monthly basis has been simplified.
• In many modules, the multi-selection function “Master data…” has been extended and supplemented with free fields.
• The use of cost centres, cost objects and cost types has been substantially revised. These are now genuine elements, and assignment is carried out via configurable rules.
• The “Additional rows” function in reports split by employee is now also available in the area-and-category analysis and the project time analysis.
• Free fields of the KPI type can now also aggregate project times on a daily basis.
• Ticket system: The option to hide processes and the visibility in the external access have been consolidated. Hiding processes is configurable and, if desired, even allows new processes to be hidden. The property Hidden/Visible in external access is indicated by an icon overlay.
• The visibility for the first process of a ticket from a request can be pre-configured.
• When replying to a hidden process, the quote is removed.
• The stopwatch can now be started from the sidebar (plus symbol).
• As “Additional report rows” for employees, leave and sick time broken down by category are now also possible.
• Employees and administrators now receive better information about the planned reduction of flexitime (dynamic column in employee lists and extension of the personal time account overview).
• HR overtime can now display the flexitime value in every date column.
• Via the API, file contents can now be downloaded even if only the file version ID is known (/api/file/data/1234).
• Via the API, free fields of documents can now also be accessed (writable only for documents in draft status).
• Document lists now offer filtering by dunning level.
• Organisation lists now offer individual columns for street/no., city, postcode, state and country.
• When copying tickets, the SLA is now transferred.
• Sick notes now trigger menu notifications for HR (and other authorised groups).
• The list of travel expense reports initially hides billed travel expenses.
• Invoice layouts can now access data from the underlying quotation.
• For financial items that are only to be billed at a certain status: the project basis for the check is the assigned sub-project. If no project is explicitly assigned, the assigned project is used for booked times and otherwise the main project.
• ZUGFeRD/XRechnung now configurable per customer.

Bug Fixes

• The incorrect colour marking in the global search has been fixed.
• The configuration “Active columns – Time recording/Project times” is now also applied in the project detail manager.
• Project capacity sync: If a user group appears more than once in the project hierarchy, it is now prevented from being removed from the project during synchronisation.
• Check-in caused confusing change notifications for the user access in some cases.
• Leave requests “overlapping” sick days can now be rejected without an error message.
• The “Position” field is only visible when creating a contact and in contact lists if it is activated in the configuration.
• The export of the employee overview now correctly offers the selection of the time duration format for the “Key figures” column.
• Issues with substitution fields in the email footer during document dispatch have been fixed.
• The project filter in the ticket list of sub-projects was not applied correctly.
• When synchronising open items with teamSync, the assignment to the list was lost.
• When splitting by assignees in the Scrum module, too many assignees were displayed.
• Issues with importing users have been fixed.
• Display of percentages in the total row of Excel exports corrected.
• The master data of organisations can also be saved without a primary contact.
• Contacts can now also be created without an organisation assignment.
• The access checks for bookings were checking unnecessary aspects.
• Various issues with print views have been fixed.
• “My noticeboard” can again be closed via the “x”.
• Bug fixes in the Excel export of campaign processes.
• Noticeboards are no longer empty when opened via the top noticeboard entries box.
• Clicking on stored URLs in the top noticeboard entries box is now correctly redirected.
• Name and description are again correctly transferred during the capacity import.
• Administrative changes to settings of other users are now applied immediately.
• Permission changes for user switching now take effect immediately after a session restart.
• The tester welcome message can now also be dismissed within the first 30 seconds.
• The tester help button is now also displayed together with system messages.
• The label “Task manager” is now correct in the footer and permission configuration.
• Splitting project time lists by contractor now works correctly.
• API free fields of the contact resource are now saved.
• Although a dynamic column for supplier categories existed, it was not selectable.
• The time periods during which editing of project or attendance times is permitted are no longer cached in the session (issues with user switching).
• Public pages may not have worked if “Stars” was set as the priority format.
• The leave account change dialog now displays the account balance precisely (this is important when employees leave, in order to round in the “right direction” depending on national laws).
• Overtime: The flexitime value is up to date even when monthly thresholds are not used. The overtime value is now also current in December even when an annual threshold is in place (previously the November value was displayed throughout). With monthly thresholds, the overtime value remains in principle at the value of the previous month until the rules are applied at month end.
• Whether the “PerformanceBudget” is “active” was not correctly output via the API.
• “Bill up to last month” works again and has been renamed to “Bill up to end of last month”.
• Rounding issues in the employee key figure “Contract time” have been fixed.
• When copying documents, the contact details are now correctly pre-filled.
• Automatic replies from the ticket system used the wrong date format.
• Percentage specification for cash discount in XRechnung corrected.

Image credit: © 8photo – freepik.com (2021)