9.5.0 – Release notes

Finally! Our newest update has finally been released and has been named 9.5!

This version is BIGGER, BETTER and FASTER than ever before, so grab your keyboard and start typing that mail for support to update your site!

Nb. The releasenotes are still under construction

Table of contents:


Important changes

Domain verification

A domain verification feature has been added to protect against spam and prevent users from sending mails from domains not operated by the clients.

For further explanation please go to: Domain verification

 

Changing E-mail of users

We have changed a few things around regarding the change of users email addresses.

Admin users can change the email address of all user types.

Advanced users can only change the email address of contact users.

Dashboard

Added the ability to maximize widgets.

Having trouble to make the dashboard widget fit the whole screen? Well we now have a solution for you, simply press the ‘Maximize’ icon to make the databoard fill the whole board.

Selecting a DCE grid view

Fixed an issue where selecting a DCE Grid view would cause the widget to exit the chosen databoard

Inbox

Emojis has been implemented

Regular written communication can sometimes be difficult when it comes to sarcasm or irony. Not anymore as we have implemented Emojis that will help you to show you expressions!

Tags shown in inbox and in the conversation are now displayed with the color of the tag

Not so long ago we implemented colored tag visually in the conversations, to further improve it we now made it possible to see the conversation tags from the conversation list, so now all tags will show with the color of the tag in both the inbox and the conversation.

Added job and task link to conversation, so it is now possible to type in “T[task number]” or “J[job number]” which will act like a link to open as a card

It is now possible to use T[task number] or J[job number] in conversations which will link to the corresponding task or job.

A new notification has been added: ‘Users with no login for the last 30 days’

We have now added a new notification that will show in inbox when a user has not logged into Workbook for the last 30 days. The notification will show as ‘users with no login for the last 30 days.’

Absence entry for approval: A calendar now shows employee’s bookings in requested absence period

When an employee requests an absence you will now be able to see the employees bookings in the period where the absence has been requested.

Added the ability to create new users when adding users to a conversation

Ever needed to create a new user when creating a new conversation? Now you can! It is now possible to create a new user when using the ‘Add to conversation’ function.

Added an information warning if the conversation that are about to be created includes more than 10 participants

When creating a new conversation a warning message will be shown if the conversation has more then 10 participants. This will help you double check if all added users should really have access to your new conversation.

Follow-up

WIP adjustment approval – Comment field

Added a comment field in the bottom of the lower grid where the comment on the WIP adjustment will be shown, and added an approve button right next to it where the current approver can approve the adjustment in the same way they can in the upper grid.

Invoices awaiting approval: Added a comment column that is editable

Ever needed to comment on one of the invoices awaiting your approval? We made it easy for you! We have added a column named ‘Comment’ which is editable.

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Tasks

 

Tasks – Tasks: Time entry dialogue is now pinned by default

We made it even easier for you to do your time entries! The time entry dialogue will now be pinned by default in the top right corner.

Portal users now have their own task list

Portal users now has more of an ability to use the system, they now have their own task list. Much easier for the user to keep track of their tasks!

Tasks – Tasks: Added a new column called “Hours Booked” which will show all the hours that are booked on the user who’s task list you are viewing

A new column has been added to the task grid which shows how many hours a user has been booked on the task or ticket. The column will include hours that are classified as “Not booked” in the booking grid. The status bar below the number indicates how many of the booked hours the user has already used, it will turn red if used hours is above booked.

Resource request – ‘Job’ column now has a colored ‘Job status’ indicator

Having trouble distinguishing between the different jobs and their status? Now we made it much easier to find the job based on the job status. The job column now has a colored job status indicator.

Open sales invoices – A new view has been implemented for open sales invoices, which provides an overview for the invoices you are responsible on

Added a new page where you can track all the sales invoices in the system that have not been finalised yet.

In the filter above you can choose to view all sales invoices or just view sales invoices in specific statuses.

The page can be used to get an overview over the invoices that are not approved yet, or the invoices that are approved, but have not been finalised yet. The ‘Approved’ and ‘Not Approved’ columns are made for the purpose of figuring out where the invoice is currently residing.

Added calendar views to task resources

We know that the calendar view gives a great overlook on which tasks needs to be done, so we now added the view one more place. There is now a calendar view available for tasks in the job card.

Create new task – Added a button for creation of new phase

Sometimes when creating a new task, you also need a new phase to be included. Therefore we have added a new button when creating tasks that will allow you to create a new phase for the task directly in the dialogue.

Create new ticket – Color indication of employees availability status

When creating a new ticket we have now added a color indication of the employees availability status. This is a really nice feature in case an employee is on holiday or absence in general, because you will be able to see it before booking an employee on a ticket.

Adding contact users to task now prompt a confirmation dialog

As you know contact users have restricted access to the system, therefore we added a confirmation dialogue when adding a contact user to a task a confirmation dialog will be shown. This should prevent a wrong user having access to the conversation and perhaps information they otherwise would not have access too.

Open sales invoices – A new view has been implemented for open sales invoices, which provides an overview for the invoices you are responsible on

We made it easier for you to see all the open sales invoices that you are responsible for. This will help prevent invoices being stuck in the system because they lack approval.

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Time & expense

Time sheet: Added the ability to add task to time sheet by task Id

We made yet another feature to make it even easier for you to do time entries! You can now add tasks directly to the time sheet by using a task id.

Time sheet: Added a shortcut to add mileage entry, drawing data from the current task

New feature added that will make mileage entries on a specific task faster. Using the context menu you can now add a mileage entry directly to a task, it will then draw data directly from the task.

Time sheet: Added two new columns, ‘Client’ and ‘Project’, to both weekly and daily view

Two new columns has been added to the time sheet. These columns are ‘Client’ and ‘Project’ and they are available in both ‘weekly’ and ‘daily’ view. This is great for getting a fast overview of which client and project your time entries are connected to.

Expense entry: If system variable 909 is enabled, currency amount and company currency amount must be equal if they use the same currency. You can set the system to allow some deviation by changing the value of system variable 969.

A new system variable has been added. When system variable 909 is enabled currency amount will have to equal with company currency amount. It is however possible to allow a deviation from this by changing the value in system variable 969.

Settings – Employee cross-company access: Users can register expense entries for jobs in companies they don’t have job access to if ‘Allow personal expense entry’ is enabled

If ‘Allow personal expense entry’ is enabled the user can register expense entries for a job in companies they dont have job access to.

My settings: Added a list of reminders

Reminders have been added to my settings. Reminders are great for keeping track of tasks and deadlines.

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CRM

Client card – Price quote settings: When converting a prospect to a client, ‘Enable VAT on price quote (show VAT setting on header)’ will now be disabled by default

We made it easier to see the VAT amount on a price quote. The setting/checkbox ‘Enable VAT on price quote (show VAT setting on header)’ is now disabled by default, showing the VAT amount on the quote. This can as always be disabled, by heading to price quote settings.

My activities: Added sub title to contact cards to see where activity is from

On contact cards will now be a sub title which makes it possible to see where the activity is from.

Pipelines: Prospects and pipelines can have multiple conversations

It is now possible for Prospects and pipelines can have multiple conversations just as on jobs.

Clients & prospects list – Filter: Added a filter for default job dimensions

A new filter has been added to the page. You can now filter by ‘Default job dimensions’, which makes it easy to find a prospect/client based on the jobs dimension.

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Resources

Resources – Resource card: ‘( )’ Is now shown around inactive companies in resource cards.

Having trouble distinguishing between active and in-active companies? Inactive companies in resource cards will now be shown with ( ) around it, making it a whole lot easier!

Disabled access to changing password for other users.

It is no longer possible to change password for other users, from now on only the specific employee can change the password. This will avoid any mishaps for an employee accidently changing someone else’s password.

Added ability to convert prospects and suppliers to clients and connections to supppliers. This is accessible from the context menu.

You can now convert ‘Prospects’ and ‘Suppliers’ into ‘Clients’, and ‘Connections’ into ‘Suppliers’. You can do this from the context menu when a ‘Prospect’, Supplier’ or ‘Connection’ is selected in the grid.

Parent resource: Parent resource will now get a conversation in their inbox if their contacts get deactivated.

When deactivating a contact user the parent resource will now get a conversation in their inbox.

Creation

Expanded the ‘Create new company’ dialogue to include options from silverlight.

The dialogue for ‘create new company’ has been expanded too include more options from the Silverlight/V8 version.

Add resource: Selecting a resource of any type and clicking on ‘Add new resource’ opens the resource creation dialog of the respective resource  type.

When adding a new resource a dialog will open with the respective resource type’s creation settings as shown below.

Employee

Employee access has a new option for giving access ‘Grant access to a specific company’

New option for employee access has been made. This option is ‘Grant access to a specific company’ and lets you control which companies the employee will be able to access.

Added employee settings: Monthly values

You can now setup and check monthly values in the employee card.

Employee card – Login settings – Client access settings: Made it so inactive clients no longer appears on the list.

Inactive clients will no longer be shown in ‘Client access settings’, which will avoid any confusion on why they are appearing or why they can’t be found.

Employee basic settings: Added fields for user access role.

It is now possible to view and edit access roles from employee cards, and since the access roles for Silverlight and HTML can be different it is possible to set different roles for each version.

Employee card: Added employee menu in employee card for quick creation, duplication and deactivation.

We made it easier to create/duplicate/deactivate employees from the resource card of an employee.

Employee settings – It is now possible to disable a users access to creating new skills.

You can now enable/disable a users access to creating new skills.

Added license type to employee basic settings.

Together with the new access role fields, we have also added a ‘license type’ fields, allowing you to easily see the type of each employee. You can view and edit license type from employee cards.

Client

Added setting to client: Price quote settings – Allow editing of material calculation ‘Sale’ and ‘Hours/unit’

You can now allow editing of material calculation ‘Sale’ and ‘Hours/unit’ on each clients contact card/price quote setting.

Client card – Client settings – Invoice settings: Added ‘Blocks an invoice if no client purcase order exists/covers’. This was previously just a company variable, but can now be enabled on company aswell as client level

We have added a new setting making it possible to enable blocking an invoice if there is no purchase order. Previously this was a company variable, but has now been made easier to change.

Client – Projects: Project folders can be renamed.

You can now rename project folders.

Options added: ‘Copy financial settings from company’ – ‘First fiscal year start date’ – ‘First fiscal year end date’ – ‘Country’ – ‘Tax system’

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Jobs

Costs – Adjustments – Approval subgrid: Changed the message when trying to remove the author as approver.

A new dialogue text will be shown if you try to remove the author as an approver. It will now say “it is only possible to remove manually added approvers”.

‘Job team’ has been moved from ‘Basic job settings’ to the ‘Job team tab’

You can now view the job team info in the tab named ‘Job team’ instead of in ‘Basic job settings’. Making it a lot easier to find the tab and access the teams.

Job list: Added the ability to copy a job to a series of jobs.

A brand new feature which makes it possible to duplicate a job into a series of multiple jobs.

Job cards now have a tab for viewing job reminders.

We have added a new tab in job cards for viewing job reminders

Jobs: Custom codes can now be seen in the job list, and it is possible to search the grid after specific custom codes.

You can now view custom codes in the job list and it is also possible to search for specific codes. This feature is great if you are searching for a job that has a specific code!

Jobs lists

Jobs list (1): Added tag column

A new column has been added for tags in job list (1). This gives a great overview when looking for jobs that are connected to certain tags.

Price quote state overview: Added new grouping ‘Company’.

We have added a new grouping for ‘Company’, which makes it possible to see the jobs list grouped by company and gives a nice easy access to the information you need.

Invoice overview: Added 2 new columns: ‘Payment status’ and ‘Headline’

Even more columns have been added! Two new columns to the job list view ‘Invoice overview (11)’. ‘Payment status’ and ‘Headline’. Both of which gives you easy access to important information.

Jobs list – Context menu: Added setup job specific price list.

We have added a new way to do a job specific pricelist! You can now setup a job specific price list through the context menu in the job list.

Jobs – Simple job list: Added a sidebar with a simple job list, separated by client. Includes search function and other filtering options.

We have added a brand new way to filter on Jobs. It is a simple job list which is grouped by client. it also includes a search field and a filter option.

Jobs – Job list – Task progress view: Added grid view to subgrid.

Clicking any box with a value will show the subgrid in the view ‘Task progress’.

Job list – ‘Status report (2)’ has been expanded with two columns. ‘Expenses’ and ‘Quoted’.

We have added to columns to the job list view ‘Status report (2)’ named ‘Expenses’ and ‘Quoted’.

Job list: A new column has been added. ‘Expenses after adjustments’.

Added a new column named ‘Expenses after adjustments’.

Jobs – Job list: Added ‘Activity’ and ‘Department’ column in ‘Purchase orders overview’

We have added two new columns in the job list view ‘Purchase orders overview (12)’. ‘Department’ and ‘Activity’.

 

Tasks

Added multi-select of tasks ability to add multiple dependencies at once

 

Tasks(Grid view): Task dependencies from another plan or job is now highlighted.

 

Added the option to bind tasks together through Waterfall Dependency!

Select multiple tasks then right click and choose ‘Waterfall dependency’. This will arrange the tasks so the start date of the 2nd task is when the 1st task ends.

Gantt: Added a new feature to export charts directly to PDF.

Now you can export charts directly to PDF by right-clicking and selecting ‘Export’.

Added ‘Job – Tasks – Support views – Task calendar’ and ‘Jobs –Tasks – Support views – Task timeline calendar’.

We have added ‘Task calendar’ and ‘Task timeline calendar’ to the support views in ‘Jobs – Tasks’.

Weekends and holidays are highlighted in gantt view.

We have now highlighted weekends and holidays.

Jobs – Tasks – Gantt: Added option in ‘Reorder tasks’ to ‘Reorder tasks based on end date’.

You can now reorder tasks based on end date.

Jobs – Tasks – Briefing: Added visual feedback to edit mode in Briefing to show who’s locking the briefing.

We have added an indicator to show if the briefing you’re trying to edit is already being edited by someone else.

Price quote

Copy from another job: Added ability to view price quotes from all clients and to filter to only approved price quotes.

You can now choose to view price quotes from all clients and you can filter to only show approved price quotes.

Price quote: Added an option to multiply values by a certain amount when copying a price quote from a template.

We have added an option to multiply template hours and amounts.

Jobs – Price quotes – Lines: Opening a dropdown that cannot be opened before activity field has been filled, will make the opened field red until activity has been filled.

Purchase order

Purchase order – It is now possible to transfer PO detail lines to costs.

We have made changes to the Purchase order which now makes it possible to transfer Purchase order detail lines to costs.

Purchase orders – Header/Details: Enabling ‘Enable units and amount specification on detail level’ in the ‘Details’ tab now adds the text ‘Controlled by details’ as well as a mouseover

Note: To get the checkbox ‘Enable units and amount specification on detail level you need to enable the system variable number 1037

Jobs – Purchase order: The list for ‘Sent from department’ now only shows departments from the company, that the job is associated with.

We have made improvements to the filter in Purchase order, so that the list ‘Sent from apartment’ now only includes departments from the company that the job is associated with.

Invoice

Jobs – Invoice – Consolidated invoice: Added a balance column to ‘Select jobs for consolidated invoice’ dialog.

 

Jobs – Invoices – Create new invoice: ‘Settle credit note(s) on final invoice’ is only shown if a credit note exists on the current job.

Costs

Costs – Hours – Edit view settings for client reporting: ‘Show’/’Billable’ is now editable for system administrators and advanced users with access to the job.

System administrators and advanced users with access to the job now how the ability to edit ‘Show/billable’.

Costs – Hours – It is now possible to change activity number on journalised hours.

 

Contact users are allowed to change job status. They are limited to ‘Quotation’ – ‘In process’ – ‘On hold’ – ‘ Ready for invoicing’. Access to these options can be restricted through User Access Rights.

 

Jobs – Job creation – Folders are now created at the same time as the job is created.

When creating a new job a folder related to the job will now automatically be created.

Job list – Price quote: Added an option to multiply values by a certain amount when copying from a template.

 

Removed ‘Job team’ from ‘Basic job settings’ and added the ability to change job team to the job team tab.

Job team is no longer found in basic settings, but have gotten it’s own tab and there has been added the ability to change job team there.

Job creation – Job properties – Customer projects: It is now possible to remove access for customer project creation and change, as well as department change.

A new access rights option has been added, so now it is possible to control/remove access for customer project creation and change as well as department.

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Scheduling

 

Employee task summary: Made the employee picture part of the resource column.

 

 Added ‘Phase’ and ‘Job status’ columns to the task matrix.

Two new columns has been added to the task matrix. ‘Job status’ and ‘Phase’.

Task matrix: It is now possible to see job status in the view, with job status colors.

There has been added job status colors to the task matrix, so it is possible top see them next to the job.

Time sheet status: Added color legend to time sheet status in schedule. 

We have added color legend to the time sheet status in scheduling.

Calendar and employee task summary can now be filtered by department.

You can now filter by department in both ‘Calendar’ and ‘Employee task summary’.

Weekly schedule/Resource request: Made it clearer which cell is selected, updated color legend to match new colors, added new functionality to the traffic manager view to make relevant absences shown.

 

Task – Booked resources: Multiple resources can be selected and marked as done with the toolbar button.

You can now select multiple resources and mark them as done with the toolbar button.

Weekly schedule: The day filter has been expanded to 60 days.

When using the day filter you can now choose to filter by up to 60 days.

Ticket list: Improved view for portal users.

 

Added the comment column to the ‘Resource request’ page.

The comment column has been added to Resource request. The column shows the comment written in the other comment column found in ‘Booked resource’ on tasks.

 

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Mail import

Both primary and secondary e-mail is now recognized when importing emails.

Added the option to specify a folder whose contents are automatically imported as public mails.

Added the ability to convert mail to new pipeline activity.

Convert email: You can now create a new author from scratch.

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Finance & administration

New pages:

Rejected entries.

We have made a page where it is possible to see all your rejected expense entries.

General reporting.

We have added ‘General reporting’ where you can print all reports from instead of having to go to a specific section of workbook to print it.

Time entry price update.

Debtor setup.

General ledger

Chart of accounts: Added conversation option for finance accounts and integrated it with the inbox.

We have added the option to have a conversation on a finance account and we have integrated with the inbox so that it will show up there as a conversation.

Journals – Journal entry: Added support for row height resize.

It is now possible to control the height of the rows in journals.

Journals – Journal entry: Multiple entries can be selected.

You can now select multiple entries by using shift-click, ctrl-click or holding click and drag.

Journals – Journal entry: Added upload and download of vouchers for journal entries

We have added upload and download of voucher to journal entries.

Profit forecast has been renamed to ‘Net revenue forecast’

We have made made a change in genral ledger, so that ‘profit forecast’ has now been renamed ‘net revenue forecast’.

Net revenue forecast: Added feature to update revenue forecast and drawing actual and forecast columns are based on the start of the finance year.

Creditor

Added cheque archive. 

 

Creditors: If a creditor is used as ‘Private withdrawal creditor’ or as ‘Creditor account’ the ‘Is employee creditor’ checkbox can no longer be deactivated.

Creditor list – Transactions – Subgrid: We have added a ‘Revert’ button to the subgrid.

In creditor list it has now been made possible to revert, that is done by the new revert button added to the subgrid.

Creditor invoices: A new feature has been added allowing you to type in a purchase order number and it will out ‘Total amount’ and ‘Description’ when creating a new invoice.

When creating a new creditor invoice you can now type in a PO number and then the ‘Total amount’ and ‘Description’ will be auto filled with data from that PO.

Creditor invoices: Added numbers to the approval status column to show which status a voucher is in.

In creditor invoices it is now possible to see which status a voucher is in, like in similar views.

Creditor invoices – Creditor invoices now have the total amount cell visibly locked on export vouchers.

 

Creditor invoices – Create/Reverse voucher button has been implemented into the HTML version

In creditor invoices, the copy/reverse voucher button has been implemented into the HTML version.

 

Creditor invoices: added an icon that shows when entry is accrued

Added an icon that shows when entry is accrued

Debtor

Debtor invoices – Attach invoice to email: Invoices are attached to emails in both .pdf and .xml file formats.

It is now possible to start conversations with debtors from the debtor list or a debtor card. Debtor conversation will appear in the inbox.

Cost

Expense entry: Added access options to the employee list so advanced users need to have access to finance or be the manager of an employee to see them.

Added support for filling in voucher number when the sequence is interrupted.

 

General maintenance (Silverlight)

Export 18: Added the columns ‘Sales invoice number’ and ‘Vendor invoice number’

Two new columns have been added to the data export, so now you will be able to see ‘sales invoice number’ and ‘vendor invoice number’.

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Settings

 

New Pages:

Job administration fee setup.

Jurisdiction setup.

Accounting period settings.

Inter-company settlement

 

Added Subsistence allowance rates

Company variable 2: Reintroduced status 20 to Automatic elimination.

We have now re-added the option to choose vouchers in status 20 to automatically accrue from a purchase order.

Company variables setup – 20: Added ‘Holiday accrual system’

Added company variable 34 ‘Enable flexible working hours handling’

 

Holidays and absence settings – Absence codes: Users can be set to receive a notification when an employee gets absence approved.

 

Holidays and absence settings: Added ability to limit absence codes to specific resources.

You can now limit absence codes to specific resources.

Global system settings – System variables setup: Added a new system variable ‘1133’ it specifies if the approval notification should include future time entries.

 

Global system settings – System variables setup: Added a new system variable ‘ 1122’ Notify the client account manager when price quote is approved internally.

A new system variable have been added. System variable 1122, if enabled, will notify the client account manager when price quote is approved internally.

 

Global system settings – System variables setup: Added system variable ‘1121’ Only allow for approved price quotes to be shown when invoicing. (Only html version).

A new system variable have been added. System variable 1121, if enabled, will only allow for approved price quotes to be shown when invoicing. (Only html version).

 

Settings – Global system settings – System variables setup:

Added system variable ‘1116’ – Create new conversation setting: Allow adding ‘All employees’

 

Added system variable ‘1117’ – Create new conversation setting: Allow adding an entire company

 

Added system variable ‘1118’ – Create new conversation setting: Allow adding an entire department

 

Added system variable ‘1119’ – Create new conversation setting: Allow adding an entire team

 

Settings – Global system settings – System variables setup: Added system variable ‘1131’ – which determines if users are allowed to create invoices on a job which is finalized.

 

Global system settings – System variables setup: System variable 884 has received an extra function to include credit notes and partial invoices in the WIP amount.

Company approvals

Creditor invoice approval – It is now possible to mark an approver as skippable, if the minimum amount of approvers have approved with system variable 761.

Added support for dimension roles to ‘Creditor invoice approval’ and ‘Job adjustment approval’.

Time entry approval: Two new roles have been added to time entry approval, ‘Role 91’, ‘ Role 92’ which add approvers if hours spent exceeds task booking.

 

Time entry approval: Limit to job changed to a dropdown menu with jobs.

The limit to jobs column has been changed to a dropdown.

 

Added support for dimension roles to job adjustment approval.

Added the column ‘Dimension role’ to ‘Job adjustment approval’.

Company approvals: Added ‘Required resource fields’ and a new approval flow. Approval of settings and checking that values are entered on resources.

 

Time entry approval: Approval role 40 (secondary approvers as a role) have been phased out, and instead secondary approvers will be available as an option for every role.

 

Approval role 40 has been removed and instead secondary approvers is available for every role.

Dimension setup: added column ‘Contact default enable’. If this is enabled for a dimension, that dimension will appear in the client contact card as well as the resource sidebar in the resource list.

Added User Access Rights: Resources setup

 

 

User access right: It is now possible to deny roles access to creating client from all places in workbook.

You can now deny specific user types access to creating clients from all places in workbook.

Activities setup – A new tab has been added, ‘Activity department settings’, which used together with system variable 184’s new option, can be set a cost price dependant on department and activity.

 

Agent setup: Agent type 82 has received a 6th parameter which determines if the mail should disregard already read notifications.

 

Tags – Employee settings: Created a new setting in employee basic settings, ‘ Allow user to create new tags’.

Added a new settings which allows users to create new tags.

 

Tags setup: Newly created tags now receive a random color.

 

Employee creditor mappings: When the checkbox for ‘Imported expense entries only’ is active, the checkboxes for ‘Expense’, ‘Mileage’ and ‘Subsistence allowance’ are locked to their corresponding states.

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General

 

Quick menu – Mail draft: Added the e-mail template function to html

We have added the email template function to HTML, the templates can be set up in “Settings – Email templates setup”.

 

My settings – Themes & Templates: Added option to manually edit html color code.

 

Search – Finance element: Results for ‘Creditor invoice number’, ‘Creditor voucher number’ and ‘Journal number’ Can now be opened by double clicking.

When using the search function ‘Finance element’ you can now open results for ‘Creditor invoice number’, ‘Creditor voucher number’ and ‘Journal number’ by double clicking.

Added change log to the settings of employees, companies and clients.

You can now view change logs of employees, companies and clients in their respective cards.

Search: The extended filter for job, tasks, resources, conversations comments, and resource profiles now requires a minimum of 2 characters entered to show results.

The extended filter now requires a minimum

Portal users: Added options to change the access level of portal users to jobs they are on.

 

Resource list: Added a ‘Whereabout outside the office’ tab to resource list.

Quick search – It is now possible to search only by extended filter in the following tabs:

‘Jobs’ – ‘Tasks’ – ‘Resources’ – ‘Conversations’ – Resource profile’

 

Reports

Report layouts are prevented from having the same name.

 

Report 64 can now be printed from the time sheet

You can now print report number 64 ‘Weekly time sheet check’ from the time sheet.

Report 151: Added ‘External code’ for each employee when printing as .xlsx file

We have added the column ‘External code’ for each employee to report number 151.

Report 383: Added ‘Voucher no.’ , ‘Expense entry type’, ‘Project no.’ filters to CIM and 1 line pr. voucher.

 

Added report type 535: PQ Billing Plan.

 

Report 99: Report 99 now have the same title as the plan title (found in ‘Jobs – Tasks – Settings – Title field’).

When choosing ‘Plan standard’ the title on the report will be the same as the title field in the settings tab. (See below)

 

Report 539: A new report for access right change log has been created

Report 151 can be grouped by team.

 

Highlight mandatory report fields: The mandatory report fields are now showed with a red stroke

Report 179: The report now displays job names and time entry descriptions as “N/A” if the user does not have access to a job

Job names and time entry descriptions will be shown as N/A if the user printing the report does not have access to jobs in that company. This can be set by disabling ‘Access to jobs’ in Employee cross-company settings, the page can be found in the Settings module.

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Please note this is not a complete list. To view all the changes including bug fixes go to releasenotes.workbook.net
Task list – Added new column ‘Schedule’ 365084

[PICTURE NEEDED]

Task card – schedule is now under task name 365084

[PICTURE NEEDED]
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