projectfacts 5.17 – ZUGFeRD, Document Capture and Further Simplifications

For the everyday work of your employees, file upload via smartphone, text recognition and many new improvements offer a lasting advantage.

projectfacts version 5.17 again offers several simplifications for your daily work workflow:

You can simply photograph documents and upload them from your smartphone.

Combined with the new automated text recognition, this is an unbeatable tool, for example for your travel expense recording.

The company agreements allow you to inform your employees in a traceable manner about new circumstances. If, for example, a new fire protection regulation comes into force, you can communicate this in a traceable way via the campaigns.

Standardized invoicing is the topic in the context of the introduction of ZUGFeRD – with projectfacts version 5.17 this can be mapped directly in the system.

Are you working efficiently? With the Earned Value Analysis in projectfacts you can quickly see how your projects are performing.

All new features and improvements at a glance:

New Features

• Company agreements
• Commissions on the revenue share of billed times
• Supplement CRM processes and costs with document scans
• Upload files and photographed documents from your smartphone via the pfScan app (BETA)
• Strict (non-overbookable) time budgets for projects
• Send invoices in ZUGFeRD format (layout adjustment required)
• Special contacts for projects
• Travel expense report with document scanner and OCR recognition

Improvements

• PDF cost report/statement also available in lists
• Cost document entry more convenient
• Cost centers for projects
• Permission for setting the customer relationship
• Planning assistant for capacity plan elements now also interprets the description
• Search for contacts by phone number improved
• Also display documents in projects in cumulative form
• Orders now also have a Times menu item that shows the times yet to be billed
• Template and notification function for commissions
• File Connector 1.1.1: When editing documents, new files are automatically uploaded if they are saved in the same folder. Documents are automatically reopened when you click “edit” again
• Timesheet visibility in documents and the review list extended (if visibility is given via project rights)
• HR -> Overview working days: Employee change updates entire screen
• File preview for CRM processes
• Mails with unwanted file attachments are now ignored by the system if the corresponding option is set
• Display of permission-locked organizations in the list improved
• Document name check can now be deactivated
• Detail items in orders with quantity and unit price and HTML tags removed
• Work with timesheets improved (visibility, dispatch via invoice and much more)
• Performance improvement for mail actions (e.g. replies to tickets with project link)
• Interpretation of incorrectly formatted cells in Excel import improved
• Access to financial documents via the API
• Travel expense reports usable again without reviews
• The “copy project” function used ‘Draft’ as the default value
• Configuration of the meal allowance rate: note if the portions do not add up to 100%
• Time matrix prevents further changes via popup dialogs after unsaved user input to avoid data loss
• Commission notification adjusted for affected users
• Project start and end are adopted from the order item
• When creating invoice items, times from the order are now adopted
• Capacity overview interprets the group right for team responsibility
• Commission restrictions are now displayed in the commission list
• Create CRM processes from a CRM process, e.g. follow-up appointment, follow-up action
• Clearer distinction between internal, external, billable and non-billable (goodwill) times
• Payment status of invoices via multi-selection
• New active column document number in documents

Bug Fixes

• Excel report of financial documents adjusted to home currency
• Import CRM activities
• Import organizations free fields
• The contact was no longer displayed in processes
• Display of irrelevant old VAT in travel costs
• Counter “unread messages”
• Organizations with key account manager restrictions led to incorrect counting in the organization list
• Missing selection “-None-” for SLA manager
• WebDAV: Create new directory in root directory
• Break rules were applied even when the break feature is globally deactivated
• Duplicate birthdays in ‘My Colleagues’
• Formatting of placeholders not editable in the document was lost
• File permissions
• Time matrix
• Paragraph formatting in documents corrected
• Unnecessary permission query of the commission list removed
• CRM user group reconciliation works again
• Project relevance when copying documents
• Free fields for sales opportunities were not saved