projectfacts 5.16 – Variable Remuneration, GiroCode & Travel Planning

Many improvements are waiting for you

Variable remuneration models, QR code and travel planning – these are the keywords that describe projectfacts version 5.16. Many adjustments have been made throughout the system to optimize your workflow.

Commissions – easily integrate variable salary components

With the new projectfacts version 5.16, commission-based remuneration models can be easily integrated into the company workflow. Calculate the remuneration of your sales employees automatically based on various selectable factors and transfer them to billing. More on this in the blog post.

GiroCode and SwissQR – transfers by scan

Your customers benefit from the new ease of capturing invoice data. With the help of the automatically generated QR code, which contains all relevant data, invoices are prepared for transfer by scan. Annoying typing errors are thus minimized. For customers in Switzerland, this is even mandatory.

Travel planning – documentation in advance

When recording travel, there is now a preceding step – the travel request. This serves the purpose of documentation as well as communication between employees and your travel office.

Personalized documents – customer loyalty to your employees

You can also look forward to great new features with documents such as offers, orders or invoices. Thanks to the new personalization option, documents can be “enhanced” with the signature and photo of the clerk.

projectfacts version 5.16 will be released for cloud customers on 14.12.2017 and a few days later for customers with their own server.

All new features and improvements can be found in the following changelog:

New Features

• QR invoice with payment section and Swiss QR code
• Clerk signature and photo in documents
• Commissions for employees upon invoice creation
• Unzip ZIP files and import files for contacts via an export ID assignment
• Global review templates
• Travel request and travel planning
• CRM activities in global search
• Earned Value Analysis for projects
• Handling surcharge – optional surcharge added at invoice creation in addition to the billed time
• New cost report and new cost analysis for evaluating general costs, travel costs, materials or commissions

Improvements

• Type selection in pinboard filter completed
• Adjust VAT from price lists and enforce via multi-selection in orders
• Campaign import can optionally warn about missing contacts
• Display of order details and incomplete services in projects
• Continuous page numbering also with cover page
• Reviews for travel expense reports
• Selection option for reviews when copying documents
• Import of CRM processes and campaign processes with contact export ID matching possible
• New permission for overtime payout
• Sorting and filtering by CRM follow-ups improved
• When a sales opportunity is deleted, its processes are also deleted
• CRM process import improved
• Better error output for incorrect import format
• Notifications for reviews appear in the corresponding menu item
• Subject length of internal messages doubled to 100 characters
• New employee fields (start date and end of probationary period)

Bug Fixes

• Ticket SLAs with office hours were not calculated when the office hours start at 0:00
• Sending from the order via the invoice was faulty
• Processes from campaigns no longer referenced as open
• Copying of project budgets and top pinboard entries
• Employee analysis no longer considers templates
• TeamSync does not work when LDAP is used as the authentication backend
• Text modules stopped working after the dialog was updated once
• Collision warning in appointment entry too precise (e.g. appointment A until 10, appointment B from 10)
• CRM user group synchronization works again
• CRM key account manager permissions more transparent
• Copy holiday calendar
• CRM key account manager rights affected document templates
• Reviews with a condition tied to an amount are now correctly updated
• Booking time when replying to a ticket + file upload did not work
• Alert email is now sent to the login email address if available, otherwise to the contact email address
• If a project time is tracked with the stopwatch, this time is always saved for today’s date
• Postal codes with a leading 0 were incorrect
• Calculation of dunning amounts
• Calendar print view shows day labels again
• Capacity element admin and mandatory setting is interpreted correctly
• Sick leave overview did not correctly count sick days on weekends (Saturday as a working day)
• Copying a financial document to a new contact correctly updates the address
• Project representation in the ticket analysis report was broken
• Description text of individual capacity planning editable
• Search for follow-ups in the contact list did not find follow-ups at the edge of the date range
• Full-text search CRM activities
• Colleague overview (vacation, sick) shows passive colleagues
• The email <-> contact assignment also searched the recycle bin
• Employee filter now correctly affects the team view
• Worker switch contained passive colleagues
• Restore archived chats
• No more multiple toasts when switching windows (4x the same message stacked on top of each other)