projectfacts 5.19 – More Flexibility for Billing

Release 5.19

Our release 5.19 helps you to digitalise all processes in your company and make them efficient and effective. The new features simplify project controlling, billing, and documentation. At the same time, you get great flexibility with full transparency and control.

Flexible Billing Rules at Line Item Level

In projectfacts, you can respond flexibly to billing requirements and agreements at order level in the form of payment plans. Previously, projects could be billed by date or percentage breakdown within such a plan. Especially for large, complex, or long-term projects, an order usually contains numerous line items subject to different billing models. As the complexity of orders increases, so does the complexity of billing. With the new release, as a user you now have the option to store billing rules at line item level as well. These allow you to precisely define which order line items can be billed on a percentage basis, when, and under what conditions. This way, you can respond flexibly to the different requirements in billing.

Expense Management is Now Called Incoming Invoices and Can Do Even More

To make it clearer what the functions of projectfacts cover, we have renamed the Expense Management function to Incoming Invoices. With the new release, original documents can be stored there and accessed from anywhere in the system. This means that incoming invoices or order confirmations are always available digitally, wherever you are. The original documents can be stored simply by drag & drop.

Additional Functionalities

In line with the integration of original documents, we have further optimised incoming invoices. From now on, you have the option to store bank accounts and payment methods for your suppliers.

projectfacts version 5.19 will be released for cloud customers on 23.08.2018 and a few days later for customers with their own server.

We have summarised all new features, optimisations, and bug fixes for you in our changelog:

Highlights

• Flexible billing rules for orders at line item level now possible
• Original files can be integrated in the invoice module, e.g. incoming invoices or confirmed quotations

New Features and Improvements

• Flexible billing rules for orders at line item level now possible
• When creating documents, “Our Reference” and “Document Signature” can be stored per employee
• Signature authorisations for documents introduced, distinguishing between document creator and signatory
• Bank accounts and payment methods can be stored for suppliers
• Bank account import possible
• DATEV export configurable
• With restricted CRM permissions, an “Info to Key Accounter” can be sent if access rights for a contact are missing
• Number for cost elements can be integrated
• Employee list extended to display the specific cases and appointments of employees
• Rejection reason can be specified in quotations
• Files can be printed directly (PDFs and images)
• Automatic meal allowances when creating travel expense reports
• ZIP download for costs possible
• Duplicate check when creating a new organisation
• CRM case types extended with ‘Note’ and ‘Fraud’
• New CRM case filter “Creator” introduced
• A privacy policy can now be stored for external access, which the customer must accept once
• External accesses are easier to maintain thanks to the improved user interface
• Team and monthly overviews now show the start time of appointments that are not scheduled all day
• Permissions for the Layout area in documents can be granted or restricted
• Adding new participants to private appointments automatically extends access rights
• Automatic capacity adjustment from projects can be reduced to work packages
• In the file detail manager, the history view has been extended; reviews are now listed there
• CRM permissions can now also be used for sales opportunities. These are only visible to employees with restricted rights if they are key accounters for the organisation, the contact, or the sales opportunity itself
• Ticket analysis report extended: analysis by owner’s department now possible
• The ticket analysis can now evaluate the first channel of tickets instead of the current ticket
• My key accounts can be cumulated at the organisation level
• When sending a campaign email, contacts without a stored email address are flagged
• Returned emails are now assigned to the corresponding ticket in the ticket system
• The wording “man-days” in time format changed to “person-days (PT)”
• Update buttons in document data no longer discard unsaved data
• Currency factor for costs can only be adjusted in administrator mode
• Defining the year for project ID generation made easier
• Number of travel requests and travel expense reports integrated in preview and list views
• Planning of multi-day capacities via the quick-entry dialog optimised
• Distinction between purchase and sales items for price lists and articles

Bug Fixes

• Flexible billing rules for orders at line item level now possible

Original files can be integrated in the invoice module, e.g. incoming invoices or confirmed quotations

• Email address is better validated when creating a new contact
• Sorting sales opportunities by phase works again
• Appointments in the sales team are counted correctly
• Hidden project time entries are visible again in the reporting module (with appropriate special permission)
• No more dunning notices can be created from an expense document
• Work packages can no longer be moved under other work packages
• In rare cases, entering “included meals” in a trip did not trigger the automatic generation of meal allowances
• Current MySQL version was causing SQL errors in the Forum module
• Reminder recipients were not always updated when user group changes were made
• Appointment overlaps for non-all-day appointments are displayed
• Permissions for viewing the framework conditions in the project preview card adjusted
• Own agreements can now also be read and accepted with restricted CRM permissions (key accounter)
• Editing contact master data in the contact overview now updates the view