WorkBook 9.6 Release notes

The newest version of WorkBook brings features and enhancements to help you better manage the challenges of your agency’s business.  This release delivers:

  • Better performance as Basic User Features, CRM, Jobs, and Scheduling have moved to HTML
  • Enhanced security with support of two-factor authentication
  • Easier management of your inbox with creation of branches by a specified channel
  • Improved insight into the business with the addition of nine new reports such as an Eighteen Month Gantt Chart, Client Access Change Log and Debtor Sales List for VAT
  • Improved Gantt functionality with an update to the newest version enabling improvements on many functions such as scrolling and dependencies

 

Highlights

General

  • Two-factor authentication is now supported
  • Many features have been ported over from Silverlight to HTML. Basic User features; CRM; Jobs and Scheduling are now only available in HTML frontend. The Finance and Settings remain in Silverlight but are planned at this time to be moved in the Workbook 10 release.

Inbox

  • Conversation comments now show a tooltip with resource information when you mouse-over the mentioned comment.
  • Channels have been added to the inbox enabling users to create a branch of the inbox as specified by the channel.

Time & Expense

  • Expense entry sidebar now has a field for entering a PO number which will automatically populate all possible fields with information from the PO.
  • New system variable 1143: “Google API Key” has been added to assist Google lookup feature (mileage entry distances).

Jobs

  • New agent: “Add employees with client access to job teams.” Running the agent adds employees to all job teams if they have client access.
  • New company variable 37 that (when enabled) prevents closing the job if there are expenditures which have not been partially invoiced.
  • Ability to mark job files public (shared) so contact users can see them as well.
  • Ability to roll-back the job briefing to an earlier revision using the restore button in the revisions panel, present on each revision-item.
  • New Job/Costs/Summary view: “Department Profit Split”.

Reports

  • A total of nine new reports including – Clients Access Change Log, Debtor Sales List for VAT, and 18 Month Gantt Chart. See all the reports in expanded release notes.
  • Two new reports showing client access change log and client access status.
  • New report – “Debtor Sales List for VAT Reporting (527)”. This report, which is mainly designated for UK clients, is an improved version of the existing report 333 which has been renamed to “Goods/Services Overview.”
  • New report – “Net Revenue Forecast Progress Status (572)” which displays price quote, forecasted month, expenditures (month-to-date), % of forecast month (month-to-date), expenditures (selected period), and % of forecast month (selected period).
  • New report – 18 month Gantt chart (548).
  • Two new reports (550 and 551), which show aged creditor and debtor information.
  • New report (545) which is a copy of report 186, but now grouped by department.
  • New report (546) which is a copy of report 330, but grouped by department.
  • New report (547) which is a copy of report 426, but grouped by department.

Finance

  • Ability to carry over manual input from a previous Net Revenue Forecast when creating a new one.
  • Now able to quick add creditors directly from Supplier.
  • New company variable (35) which limits selectable suppliers on a PO to suppliers that are linked to a Creditor.
  • Purchase orders, sales invoices, expenses, materials, mileage, and subsistence allowances can now be approved in closed accounting periods.
  • Online aged debtor list is now available

Approval flows

  • Added the pool approver role to the Debtor/Creditor/Finance account approval
  • Time entry approval: Added traffic manager (role 37), to time entry approval
  • Creditor invoice approval: Added a new role (38) which will add the department responsible on the invoice as an approver
  • New system variable 1141 allows creditor invoice approval to be skipped if PO is within the threshold specified

Tasks / Scheduling

  • Gantt component upgraded to the newest version enabling big improvements on scrolling and dependencies functionality etc.
  • New button: “Move tasks on phase to scrum sprint”
  • Client’s tasks are now available directly across all jobs on the client card

Inbox

General

  • The first conversation from your inbox is no longer auto-selected.
  • Channels have been added to the inbox, allowing a branch of the inbox to be created as specified by the channel.
  • Client contact users can now create a new conversation from the dropdown menu
  • Pressing U will unsubscribe the current conversation
  • Automatically generated comments only show in system default languag

Channel – Edit channel: Removed the cancel button from the edit channel window.
Contact users: Portal users “last seen” is based on the last public comment if they dont have access to private comments
Conversation: Tags can now be deleted in plain conversations
Conversation: Tags can now be added to conversations using the ‘Add tag’ button.
Conversation:
Purchase Order, Price Quote and Invoice inbox conversation now works the same as Job inbox conversations.
Conversation – Convert comment to task:
Added a new checkbox called “Copy conversation subscriber settings”. When this checkbox is enabled all subscribed users from the conversation are subscribed to the new task after converting the comment. If the checkbox is disabled then no other users are subscribed to the new task.
Document Approval: Document approval settings can now be accessed on mouse-over and in context menu of Document Approval.
Follow-up: Added an overlay to the follow-up “Incomplete time entries” for when there are no incomplete time entries found.
Follow-up: When rejecting or approving material entries, mileage entries, expense entries, and/or subsistence allowance entries a conversation is created/updated, with the person who made the entry, and the person who rejected or approved it.
Inbox list: It is now possible to to pin conversations to the pinboard and dashboard through the item list.
Pipeline: The pipeline card can now be accessed from the inbox content area.

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Tasks

General_

  • Added ‘Completed tasks’ grid view
  • Can now filter when a search term does not contain a word by inserting a “-” before the word or sentence.

Approval – Mileage entries awaiting your approval: Added ‘Approval checkmark’ column to the grid
Approval – Personal expense approval: Added Employee name and Company name columns. Added hover over text over cells like Resource picture and company signature, added support for grid row-resizing.
Approval – Task approval of the user’s completion: Added multi reject and approval button that reject/approves all selected in the grid
Approval – Task resource booking approval: Switched the approve and rejct buttons
Approval – Time entry approval: Added new approvers/reject column
Approvals: Purchase orders, sales invoices, expenses, materials, mileage, and subsistence allowances for approval can now be approved in closed accounting periods.
Briefing – Attachments: The number of attachments can now be seen
Completed tasks: Added “Mark as not done” button when selecting a completed task.
Finance account approval: Added a “Company” column, so that users are able to see which company the debtor / creditor is from
Follow-up – Rejected entries: Rejected entries now show author, client and job and these can be clicked on to open from the view.
Invoices awaiting your approval: The invoice billing method comment now shows if the approval was reset due to rejection or cancellation.
Task resource booking approval: Information on the booking can now be seen in the sub-grid
Task week view: New icon in the grid shows completed tasks
Tasks – Context menu: Added a menu option to ‘Subscribe & show’ in the inbox and an information dialog if there is no conversation started
Tasks – Grid view: Deadlines can now be grouped by month, year or both
Tasks list – Time entry and task status: Added an external access right to show/hide the progress status from the view.
Time entry – Time entry log: Added an option that shows the total of rows in the footer.
Time entry approval: The “Reject all” button has been optimised.
To do – User task list: It is now possible to see user defined dimensions from the job list on the user’s task list.
To-do – Task week view: Added job number column to the view
Vouchers awaiting your approval: Changed the message to be more precise, if you attempt to set status 50 on a voucher of type “Imported voucher”.
Vouchers awaiting your approval: If a voucher is in status 20, which has already been approved by at least one approver, is edited (either job, finance account or creditor) and sent for re-approval, an approval comment will be inserted stating why it’s sent for re-approval.

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Time & expense

General:  Added new tooltip to Time & Expense tab to show the remaining basic time.
Absence overview – Absence entries: Added “approvers” column, which shows the approvers of the absence entry.
Expense entry – Sidebar – Tax edit: Added the V8 tab, ‘Tax edit’, for expense entries created on jobs belonging to companies using Canadian sales tax.
Expense entry: “Tasks” can now also be edited in ‘Status 20’
Expense entry: Changing creditor on an expense entry will change currency if creditor already has a currency set.
Expense: Added an error message when trying to approve a entry using a blocked currency.
Expense: Added the ability to rotate uploaded vouchers clientside, when the entry is status 20 “For approval” or 40 “Approved”. The rotation is not saved, since it’s not possible to change the uploaded picture in those statuses.
Expense: Entries which have been forced through approval will now highlight the force approval role in yellow, and skipped approvers will have a comment stating they were skipped by the forced approval, and by who.
Expense: Expense entry sidebar now has a field for entering a purchase order, which will automatically fill several fields with information from the purchase order.
Expense: When in Status 40, voucher numbers can now be seen in the Expenses grid.
Time entry – Daily view: Writing a time entry description on the single line input field now correctly removes new lines from the comment.
Time entry – Finance: Added extended access rights to allow for page to be read only
Time entry: Added an option in ‘My settings’ that opens a time entry when a task is completed or marked as done
Time sheet: Added a functionality when a task is unpinned that removes any weeks where there is no time registration in the previous 3 weeks and in the upcoming 3 weeks
Time sheet: Added ‘Statistics’ tab to time sheet and removed the context menu link to time entry statistics page. This same change has been done for: Finance & Administration – Cost entry – Time sheet.
Time sheet: Filter options ‘Show On hold tasks’ and ‘Show closed tasks’ have been added to ‘Time sheet – Add job to time entry’, ‘Scheduling – Calendar – Add task’ and ‘Scheduling – Weekly schedule – Add existing task’
Time sheet: Time sheet entries in daily & weekly view will now display “no accesss” on entries without client access.

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CRM

12 month summary forecast: It is now possible to filter on multiple companies and multiple dimensions.
Clients & Prospects list – Contacts: Added visuals showing that the Parent resource dropdown is loading. The parent resource dropdown is also locked while the loading is happening.
Creditor invoices – Create copy / reverse voucher: Initials has now been removed from the pipeline name.
Pipeline list: Added comment column that can be edited to the pipeline grid
Pipeline list: Added department column
Pipelines – Prospect/Pipeline card: WorkBbook will now remember whether or not the user had the sidebars open or closed.
Pipelines: Added a months column
Pipelines: Added a new column that show user’s currency
Pipelines – Pipeline Management – Pipeline Reports – Pipeline Summary Reports – 12 months forecast:  Finance Budget shown as absolute numbers regardless of sign. Total does not include Finance Budget anymore.
Resource search – Search results: Added option to open contact card from contact column
Resource search: Added prospect responsible to criteria

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Resources

General

  • Added duplicate resource functionality to resource book.
  • Added option “Allow save new job based templates” to Employee settings grid, Resource card and Employee default settings.
  • Added a column called “Primary contact”, that contains the primary contact for the individual client. This column is hidden by default.

Absence: Added date period options: Today, This week, This month, Next monthResource card – Added “Not active” to resources that are closed
Clients – Projects: A new setting has been developed for project retainers, “Allow delivery job to exceed master budget when closed”.
Clients: Changed name on “Custom attributes” to “Custom code”
Client card – Client settings – Employee access: Company access now has its own tab in the Employee access menu option.
Client card: A client’s jobs can now be seen in the client card.
Client card: Client’s tasks can now be seen in the client card
Client card: You can now set new employees access rights from the client card.
Contact card – Contact access – Grant job access: Added a warning when editing Contact job access, to warn when the contact’s access role, does not allow accessing briefing pages.
Company – Company settings – Price quote settings: Added 3 new settings. When creating new clients, the default values for ‘client card – client settings – price quote settings – price quote lines’ will be set according to the company that the employee who creates the client is employed in.
Contacts: Improved the way passwords are sent/created for new contacts. You are now able to send a password via email OR create a login on the contact card.
Employee basic settings: Added ‘Employee settings setup’
Employee card – Disable employee: When deactivating a resource you now have an option to mark the employee done on all task they are on, before moving employee data
Employee card – Statistics chart : A date period can now be selected in Job Statistcs.
Employee card: Give basic users access to modify and hide fields.
Employee card: New improvements ensure that only people with employee access in a company can be managers for employees
Employee card – Employee basic setting: You can now search by initials in various fields.
Employee settings grid: Added parantheses around inactive employees’ names
Login settings: Rewrote the LDAP options and functionality
Supplier – Added Creditor numbers in “adding link to creditor” as well as a loading bar, also made it possible to double click on a creditor number to open the creditor card
Supplier – Supplier card: Added “Add new creditor for supplier” button
Supplier settings – Two new icons have been included to replace the old icons in creditor mapping.
Supplier sidebar – Supplier settings – General settings: Added an ‘external code’ field

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Jobs 

General

  • A button to open the currency window has been added to price quotes, purchase orders and invoices.
  • A detailed tooltip has been added to the approval column in job view 7 and 8, showing the resources picture, their name, if they approved, and what role they have.
  • A new job list, based on job list 9 has been implemented. It is known as job list 10, and shows with sales instead of no. of hours.
  • Added a chat section to the job book sidebar and the job card sidebar
  • Added system variable 1155 that prevents jobs with invoices under preparation unable to be closed, unless the system variable is active
  • Basic users can now see a lot more columns in the basic job list.
  • Expenditure higher than sales invoice triggers reminder mail to Job PM, Job AM, Job Production manager, Job Sales manager, Job Finance manager, Company finance responsible and Client responsible.
  • Added “job status column” to job list, expenditure overview and invoice overview, the column is hidden by default
  • Changed placeholder text in job search field from “search job” to “go to job”.
  • Implemented system variable 320 to view 18 (Project retainer) + view 19 (Contact project retainer job list). Enabling system variable 320 will include price quotes in status 40 for those views.
  • Added reference key to jobs list except Gantt

Invoice – Lines: Added lines value rounding to invoice lines
Invoice – Lines: Discount column cells now support calculations
Invoice: Invoice conversation now notifies when changes have been made, such as rejection, approval, billing settings being changed and more.
Price quote: If VAT is enabled on the customer for price quotes, it will now show in the price quote when hovering over the total values.
PriceQuote / Invoice – Phases: Made phase number column read-only
Scheduling Grid view: Added task note column
Project retainer: Added Extended access for project retainer in access rights control panel
Status report (2): Added currency column and made improvements to the manager column
Job team: Now possible to add entire teams to jobs where it automatically only select users with access to the client.
Basic job list: “Cost to progress”, “Price GB progress”, and “Invoice to cost” can now be displayed on the basic job list.
Briefing: It is now possible to use multiple fonts in briefings without issues, and support for briefings in silverlight has been removed.
Context menu – Move job to another client: Added ‘Select new price list’ to the dialogue, forcing the user to select a price list that’s available for the targeted client when moving a job
Context menu – Duplicate job: It is now possible to change the Project when duplicating a job.
Costs – Purchases: Added Task column, Task ID column and Task no. column.
Costs – Hours: Added allocated hours in “total by month” grid
Costs – Hours: Changed “hours total” to “Task related hours total” and add >> in front of “non task related hours total”
Costs – Hours: Now checks for intercompany sales price as per system variable 1147. If the job is included in intercompany settlement based on intercompany sales price, and added an option to skip records where updates is not allowed.
Costs – Purchase orders: Added ‘Remaining sale’ column
Costs – Purchase orders: Purchase orders with a status of ‘Cancelled’ are no longer shown in this view
Costs – Purchases: Added a file column where you can upload and download files on vouchers.
Costs – Purchases: The voucher card can now be opened from the ‘Voucher no.’ column
Costs – Summary – Department profit split: When using ‘Group on activity’ or ‘Group on employee’, only a single line will be present for each activity/employee, unless the line type is different
Costs – Summary: A new view type named “Department profit split” has been developed. It shows amounts by department.
Costs – Summary: ‘Scheduled’ and ‘Hours’ column headers in different views have been changed to specify whether they’re showing sales or cost values. Example: ‘Scheduled, sales value’.
Costs: Changed the ‘costs’ tab in jobs. Now has new icon, and ‘Invoice overview’ has been moved to dropdown menu inside ‘summary’ tab. Position of ‘Open entries’ tab has been changed on the bar
Create job: Added system variable 1157 which if enabled requires you to select a project before you are able to create a job
Create job: Added system variable 1158 which if enabled requires you to select a project manager before you able to create a job
Description: It is now possible to save description templates.
Docs: Ability to mark files public(shared) so contact users can see them as well
Docs: Made it possible to rename the job root folder from the document container
Invoice – Comments / Jobs – Price quote – Comments: Added information popup when saving comment as template. ‘Add comment(s) from template’ dialogue now handles displaying multiline text when the dialogue box is resized. Header in setup page changed from ‘contents’ to ‘Text’. Line numbers added when making a new comment.
Invoice – Consolidated invoices: A new type of data transfer has been implemented for consolidated invoices.
Invoice – Context menu – Insert cost:  When choosing method 6 it will input time and material registration details into “activity description”.
Invoice – Create new invoice – Copy data from billing plan from price quote: When creating an invoice via this copy method, both invoice type and title of the source carries over.
Invoice – Footer: Added tooltip when payment term/payment method/due date can not be edited due to system variable 773
Invoice – Header: Added extended access to ‘Finalize invoice’ button
Invoice – Partial invoice: Added a tooltip “Item not booked in project postings”, to the ‘Invoice’ column for entries that haven’t been booked.
Invoice overview: Added department column to “expenditure overview cost & sale” “expenditure overview sale” and “expenditure overview cost”
Invoice: Added the ability to edit the invoice title and print layout on finalised and booked invoices.
Invoice: Change message when trying to change status on a invoiced invoice to the same as when you try to change an approved internally invoiced
Invoice: Finalising an invoice under preparation will raise a question box asking if you want to approve and finalise an invoice.
Job card – Chat: Tags added in the job conversation now automatically updates the tags in the ‘Job status’.
Job card – Conversation:
‘Send attachments for document approval’ button has been moved to the context menu of job conversations.
Job card – Costs – Purchases – Move job voucher:
When moving job vouchers to another job, elimination vouchers will no longer show up in the move dialog of the source job.
Job elements: Recreated job elements from v8
Job list: The project retainer view has been improved with a new column, “Delivery PQ original hours”, which shows the full amount of hours on price quotes.
Job properties sidebar: Re-added the team dropdown and made it clearer to see which team is selected
Job team: The checks from the ‘Remove resources with no connection to job’ button has now been applied to ‘Remove resource from team’ to ensure that resources with a connection to the job can’t be removed by accident.
Jobs list – Export grid data: Added summation field to columns where applicable in excel. Summation used is from groupings in grid view.
Jobs list: Jobs – PO/PQ/Invoice: You can no longer edit the footer when the current user has no write- access to the respective header pages
Price – ‘Copy from another job’ dialogue: Added a new option to the ‘Copy from another job’ dialogue where you can choose to delete unused phases on the current price quote and the price quote you are copying from.
Price – Copy schedule into price quote: Added checkbox to the column header. Can now check all boxes at once.
Price – Header – Approve price quote: Changed information box from “active activities missing” to “one or more activity is missing”
Price – Lines – Schedule current job: Added a new method to schedule called “Create lines grouped by phase and activity”
Price – Project Retainer summary box: Added a summary box for retainer jobs.
Price – When trying to set a Price quote to Status 50 it will ask for your conformation No/Yes before changing it, and the change it will get locked by sysvar 1058
Price quote – Copy from schedule dialogue / Jobs – Tasks – Tasks – Copy price quote to schedule dialogue: Added import of start & end date when using the dialogues ‘Schedule current job’ & ‘Copy price quote to schedule’. Fixed the grid view in ‘Schedule current job’, resource column now uses standard resource display, id column is fixed and first column does not move around when using grouping. Fixed an issue that could result in an error being thrown, if refresh button was somehow pressed while ‘Schedule current job’ & ‘Copy price quote to schedule’ dialogues were open.
Price quote – Lines / Phases: Improved the color picker with a preview, in the “Color” fields
Price quote – Material calculation – transfer total amounts to price lines: The users selection of ‘Insert current material costs’ / ‘Insert all material costs’ is now treated as a user setting, remembering the users selection when re-opening the dialogue
Price quote – Payment plan: Credit note can no longer be selected as an invoice type
Price quote: Added the ability to change probability percent, when the price quote is either under preperation, for approval or internally approved
Price quote: The option to make a template of a price quote can now be set in settings on employee cards.
Properties sidebar – Job team: Added ‘Quick add resource’ field to top of ‘Job team’ tab in ‘Jobs’ ‘sidebar’. When using this field to add resources focus will be set on the resources input in the field.
Purchase order – Detail: Added a user-setting for creating new purchase orders with Detail amount specification enabled by default if system variable 1037 allows it
Purchase order: Added the option to Make markup factor between 0-1 if system variable 1164 is enabled
Report 426: Added the option to ignore probability
Tasks – Copy schedule data: Insert a schedule from template: You can now view and apply templates from jobs you don’t have access to
Tasks – Gantt – Rechedule tasks: Added mouseover tooltips to options in the ‘Reschedule tasks’ dialog.
Tasks – Gantt: Added the ability to show end date, by enabling it in the filter
Tasks – Gantt view: Added access check to deleting tasks using the DELETE key
Tasks – Gantt view: Copy tasks can now copy multiple tasks.
Tasks – Gantt view: The gantt will now autoscroll in the direction of the user’s cursor, if the cursor is at the edge of the gantt when adding dependencies, moving phases/tasks and resizing tasks.
Tasks: Now possible to move multiple phases at once from one phase to another
Tasks – Settings: “Save current plan as template” button has been moved to the left and added to the context menu
Tasks – Support view – booking status: Now groups on phases and tasks
Tasks – Support views: Task phase can now be shown in the task support view.
Tasks – Tasks: Added a button for phases “Move tasks on phase to scrum sprint”, which allows the user to add all the tasks on the selected phase to be moved to an active scrum sprint
Tasks: Responsible column has been added to the gantt view
Task card – Basic settings: A ‘Create new tag’ button and a confirmation dialog when creating a new tag from the tag field have been created.
Task card:
Tasks can now be moved to a new phase directly from the task card.
View job log:
Added resource icon to ‘User’ cells
Projects: Added an error message when a project is created with a previously created name.

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Scheduling

Calendar: Bookings from past days to present day can be copied by pressing ‘CTRL’
Capacity status graph:
The advanced filter can now filter by skillsets.
Capacity status graph:
The filter now only shows the clients and companies that the user has access to.
Create a new task:
The “activity” will be inputted into “task name” if the field is left empty
Filter:
Added the option ‘Hide imported calendar items’ from the grid.
Filter:
Added the option to ‘Show only tasks with unassigned bookings.
Filter:
Added the option to filter by ‘On hold’ task status.
Schedule overview:
‘Employment type’ added to the resource filter with the exception of scrum board
Task follow-up – Ticket list:
Added “Include tickets on hold” to the filter and an ‘on-hold’ icon in the grid.
Task follow-up – Ticket list:
Added a comment column ‘note’ to ‘Ticket list’ grid. Comments can be more than one line.
Task matrix – Add exsisting task: Added the option to show expired and future tasks in view option
Task matrix :
Can now filter by ‘Job project manager’ and ‘Job account manager’.
Task Matrix:
Absence rows now follow job filter settings
Task matrix:
Absences are now colored in the task matrix as per the Weekly schedule and it is possible to filter under specific companies.
Task matrix:
Added “In task period” to the color legend and the grid.
Task matrix:
Added Department, Account manager and Position columns to the grid.
Task matrix:
Now shows a “No data found” overlay if no data was found for the selected date range
Task matrix:
Page now shows up to 60 days.
Task resource booking approval:
Added comment column
Ticket list:
Users are now able to increase the width of the task card.
Time sheet status – Filter:
Filter will now remember previously set filter.
Weekly schedule – Reports:
Changed “Fixed date” to “Select date” and moved it to the top
Weekly schedule & Task matrix:
User will be warned if task is overdue and it is now not possible to book user in the past.
Weekly schedule:
Added ‘Booked on a job ready for invoicing’ to the color legend and the grid
Weekly schedule:
Now possible to disable access to create new task and add absences
Weekly schedule:
Resources can be searched for by their intials in the filter.
Weekly schedule:
The percentages shown now follow the grid setting decimal digits option

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Finance & administration

  • Removed the individual company selectors that were still present on some pages to there is only one global
  • Several pages with company selectors now limit the shown companies to the users access to companies.
  • When creating a new Creditor Invoice, the added voucher line will use the creditors default job.

Administrative follow-up – Open time sheet entries: Added so users with finance access only have access to companies they are assigned to or have access to.Chart of accounts – Reports: Report 218 and 240
Cash flow forecast: Subscription details now show the sales tax value in the VAT amount column.have been improved with a parameter choice on how to handle currency calculation.
Cost entry – Time entry: Added ability to change month and year on datepickers
Cost entry: Managers / Traffic managers / Time sheet approvers can now see the resources that they’re managers for in the employee sidebar, even if the managers don’t have access to finance in any companies
Create new Creditor: Possible to add approver when creating a new creditor
Creditor – Purchase orders: Added support for print of purchase order report (4).
Creditor – Purchase orders: Added tooltips to status numbers.
Creditor / Debtor list: Two new reports have been created (report 550 and 551), which show aged creditor and debtor information.
Creditor invoice approval: Added a column that shows day of approval
Creditor invoices: Added Creditor invoice card as a floating sidebar
Creditor invoices: When creating a new Creditor invoice, set currency to the creditors default currency
Creditor invoices – Approvers: Added “Approved by” column
Creditor invoices – Preview creditor invoice file: Added ‘Preview creditor invoice file’ view to creditor invoices submenu, with same icon as the tab inside the voucher card.
Creditor invoices – Subgrid – Approvers: Comments added via ‘Add comment to selected approver’ is now added as an ‘approver comment’ instead of creating a new conversation
Creditor invoices: Added 3 preset filters “payment on hold”, “blocked creditors” and ” approval status on hold (parked)”
Creditor invoices: Added overlays for access in F&A which gives you a message if you don’t have access to the selected company.
Creditor invoices: Changes in the grids now apply immediately after leaving the field.
Creditor invoices: It is now possible to drag and drop files into the “Create invoice” dialogue to upload the file to the voucher.
Creditor invoices: Made an improvement, where if a user without access to finance is mentioned in a creditor invoice conversation, the user is granted access to that conversation
Creditor invoices: Mileage vouchers now show who approved the mileage entry.
Creditor invoices: When approving multiple lines, lines with errors in them will now give a user friendly text, telling you what exactly is an error.
Creditor invoices: When you do not have access to a customer, you can no longer see the job name in the purchase order column.
Creditor list: added the option to add tags on creditors which will enable reporting based on creditor tags
Creditor list: It is now possible to add “Payment group” at the creation of a creditor, if you look in the finance tab.
Creditor payment proposal: Creditor payment proposals have been made more efficient, and will now be created a lot faster, if it includes records using “Pay when paid”.
Creditors – Creditor invoices – Filter: Added “()” to the end of creditors to indicate if they are blocked.
Creditors – Creditor invoices – Subgrid: Added the option to delete multiple lines by using the “Delete selected lines”
Creditors – Creditor invoices – Subgrid: added the option to delete multiple task and fixed an issue where lines did not update correctly.
Creditors – Creditor invoices: Resized the job id dropdown list
Creditor invoices – Filter – ‘creditor’: Pressing tab/enter will select the highlighted item from the list
Creditors – Purchase orders: Added cross company access to the page. Users without ‘Allow access to finance’ enabled for a company are not shown purchase orders from that company
Creditors – Purchase orders: Added the option to switch between companies in purchase orders
Debtor invoices: It is now possible to make electronic invoices in the HTML version.
Debtor invoices – Electronic delivery – Create e-invoice: When you try to create an electronic invoice on a debtor using invoice delivery: electronic invoice – UBL, and either the company that the invoice belongs to lack a public registration number, or the debtor lacks a public registration number, country or address, you’re prevented from doing so.
Debtor invoices: It is now possible to tick all selected lines in “Finalized” debtor invoices tab.
Debtor invoices: The tabs in debtor invoices will no longer show lines for clients which the user do not have access to.
Debtor invoices: When attaching invoices to email, you are now prompted if you would like to set the invoice status to printed.
Debtor list – Aged debtor list: Added column that shows 0-30 days, 31-60 days, 61-90 days. 91-120 days. 121-150 days, 151-180 days and 180+ days
Debtor list: A new report has been added to the debtor list, “Debtor sales list for VAT reporting (527)”. This report was made to fit British needs.
Debtor list: Retainer jobs no longer appears on the debtors elimination list.
Debtor reminders – Debtor mail: Removed access check from generating emails
Expense entries: Added approve date column
General ledger – Journal entries: Holding account references are stored differently on journal entries now. If they are used as entry type or offset entry type, the Id of the holding account is saved into FinanceJournalEntry.AccountId, instead of the finance account of the holding account.
General Ledger – Journals: Navigation arrows are now added in the top right corner giving you the option to switch between journals when you’re in the subpages List, Journal entry and Journal bookings.
General ledger: Added ‘Posting search’ to the HTML version
General reporting: Report 488, “Subsistence allowance report”, has been added, and shows subsistence allowance entries in a given period.
Inter-company reconciliation: Inter-company reconciliation is now available in the HTML version.
Journals – Journal entry: Added an option to copy selected rows on journals in status 10
Journals – Journal entry: We have made an improvement so if you search for a transaction type in the dropdown, the top row of the results will always be highlighted, and tabbing out of the field will cause the highlighted result to be added to the field.
Journals: Journal entry copy has been improved to copy everything from a line, except for dimension values.
Net Revenue Forecast: Job status now shown and a button was included to open the job card.
Net Revenue Forecast: Users can no longer access forecasts from companies that they do not have finance access to.
Net revenue forecast: A new report has been added, “Net revenue forecast progress status (572)”, which displays price quote, forecasted month, expenditures (month-to-date), % of forecast month (month-to-date), expenditures (selected period), and % of forecast month (selected period).
Net revenue forecast: Added the option to include net revenue forecast from all companies
Project posting: Made improvements in project posting subgrid. If a job has no job relation it now etiher says “not job related” if above status 10 or “Draft, job no. not set” if its in status 10
Purchase orders: The related jobs “allow purchases” setting and “Allow purchase order” setting is now visible (but not editable) in this overview.
Subscription management: Invoicing a subscription no longer sends a message to the person who invoiced it.
Time sheet: Extended the resource filter with the options “Manager (me)”, “Traffic manager (me)” and “Time sheet approver (me)”
WIP adjustments: Limited wip adjustments approvals to only allow advanced users and up to approve wip adjustments

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Settings

General improvements: Added a company selector in settings, so that you can change settings for other companies than the one you’re logged into.
Activities setup: Added a new column “External reference”.
Ad hoc import: If a file containing multiple sheets is used, you can select which of the sheets should be imported
Ad-hoc import: Added system variable 1154 that hides all presets with the word “implementation” if it’s active
Advanced tools – User access rights: Added tooltip ‘Change access right’ to “wrench” button, to show the function of the button.
Advanced tools: Calendar sync setup: Reporduced the V8 calendar sync setup
Approval – Time entry approval: Added activity name & activity number columns. These are hidden by default.
Basic settings: The storage provider and folder for archive now cannot be the same as another existing archive folder for another company in WorkBook.
Client groups setup: Reproduced client group from v8
Clients & resources – Resource profile setup: Added the option to merge
Company settings – Company variables setup: Added company variable 38 that sets a default job number generation method for new clients.
Company variables: A new company variable has been added, variable no. 36, which determines if a job closure adjustment should show the “New adjustments” in the adjustment tab on a jobs costs menu option.
Company variables: Added a new company variable 37 that (when enabled) checks for unsettled expenditures on a job and prevents you from closing the job if there are expenditures that have not been partially invoiced.
Company variables: Company variable 35 determines if purchase order suppliers can select only suppliers with correct creditor mapping, or all suppliers.
Country and postal codes: Added a dialog to add new postal codes, with city and street names
Creditor approval: A new agent now updates substitutes after an approver’s substitute was changed. If items were pending for approval by the substitute, they will now go to approval to the new substitute.
Creditor invoice approval: Added a new role (38) which will add the responsible on the department chose on the invoice as approver.
Currency rates setup: It is now possible to see which currencies are blocked, by the lock icon, and to filter all blocked currencies away from the list.
Custom translations setup: Added support for multiline when translating messages
Databoard – Joblist with expenditure: We have now developed a new databoard that gives the user an overview of the company financials on job level.
Dimension detail role setup: If no employee is set on a row, a warning triangle appears. Mousing over the cell will show a tooltip, informing the user that the approval flow will not be triggered for the given dimension value.
Dimensions – Technology: Updated page to allow for multiple deletions at a time.
Employee cross-company access: Added the option to hide/show inactive companies.
Employee cross-company access: Headers for columns with checkboxes now has a checkbox, that allows a user to mark/unmark all entries at once.
Employee cross-company access: It is now possible to remove the employee’s company, making it possible to search for all employees across multiple companies.
Employee email sync setup: Reproduced settings page from v8.
Employee settings – Teams setup: Added the option to merge teams together.
Folders, Reports & documents – Storage and folder setup: Users are restricted from using the same folder or sub-folder path that is already used on another resource on the same storage provider
Folders, reports and documents: Can now generate folders as in V8 and loading helper has been added to get estimated time.
Global system settings: Reproduced default user settings setup from V8.
Holding accounts: Implemented check that ensures code cannot be the same as an existing line in the same company.
Inter-company settlement setup: Materials have been out phased in V9
IP whitelist setup: IP whitelisting has been developed, and can block user types per IP address.
Job creation setup: Added ‘from job number’ and ‘to job number’ columns
Job status change setup: A button has been included to set up email templates in a dialogue.
Job templates: Added schedule name to the templates
Mileage settings setup: Reproduced mileage settings setup from v8.
Pipeline status codes: It is now possible to edit a pipeline status code for the index, description, and probability columns.
Price quote approval: Approval can now be limited to dimension choice.
Quick tickets: Ensure default on quick ticket settings, and highlighted if responsible is missing
Residual cost codes: The Residual cost codes from v8 have been reproduced.
System variable – 303: Added ‘3 – Copy client access from company (New job permissions) to system variable 303. With this active created employees will have access to all clients with who has ‘Access to employees in this company’ ticked in Client card – Client settings – Job permissions.
System variable – 1143: Google API Key has been added, to assist the google lookup feature.
System variable – 1161: Has been made to notify users when a system setting changes. By default all admin and company responsible will get the message, but there is a option to add other users.
System variables – 1153: Added system variable 1153. You can fill out which users should be notified when a creditor or debtor is created. It’s also possible to use ‘CompanyResponsible’ and ‘FinanceResponsible’ to dynamically find the correct resources depending on the company the creditor/debtor was created it.
System variables – 124 / 131 / 135: You can now use the tags <JobDepartment> and <ProjectName> to insert the jobs department/project into the headline of newly created invoices, purchase orders and price quotes
System variables – 1141: New system variables 1141 allows approval flow to be skipped if PO is within the threshold specified
System variables – 1160: When system variable is disabled the notification setup : 164 is disabled
System variables – 1001: Changed the options from ‘True/False’ to ‘None/Admin/Admin + Advanced users’
System variables – 77: Now affects both timesheet manager and traffic manager
System variables – 809: Has been phased out, and all jobs can now be a “Support ticket job”, if the checkbox is checked.
System variables – 909: Has received extra text to inform that it also affects the “Expense voucher currency” settings for creditors.
System variables – 1058: Added a new option which locks the approval status on prices quotes with status 40 or 50, you will still have the option to switch between status 40 and 50
System variables – 1165: When enabled you can create duplicate creditors and debtors names in the same company.
Teams setup: Added a button from v8 to update all job teams for all teams or update job teams for selected teams.
Teams setup: Made it possible to edit team names by clicking on the team name in the grid
Teams setup: Made the checkboxes, to select teams, a multiselect
Time entry approval: Added traffic manager (role 37), to time entry approval
Voucher sequences: When changing voucher sequences, it will now warn you and not go through with the changes, if the changes overlaps with another sequence.

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General

Quick Menu – Conversation: Added ‘Create new conversation’ shortcut to quick menu, works with keyboard shortcut as well.
Quick menu – Ticket (quick): If ‘Responsible’ and ‘Assigned’ are not set for quick ticket, the current user is set as a fallback.
Quick search – Briefing content: Opening a job card / task card from the briefing content search will open the card on the briefing tab.
Quick search – Job element: A ‘GO’ button to retrieve a search field will appear when a field is populated.
Search: Search will only return items that you have access to.
Docked items: Items found in tabs “Pinned items”, “History” and “Favorites”, can now be deleted by pressing delete on the keyboard.

Reports

Reports – Added shortcut “K” that selects the last work day of the month
Reports: Redesigned the report quickmenu as well as adding the option to attach files to emails other then PDF format
Reports – Cheque reports:
Added a thousand separator to all cheque reports
Reports – Invoice (351): When this report is printed on a credit note, all instances of ‘invoice’ has been replaced with ‘credit note’
Reports (548): Added an 18 month gantt report
Report (443): Report 443 has been fine tuned to take currency rates into consideration.
Report (545): Report 545 has been created, and is a copy of reprort 186, but shows data grouped by department.
Report (546): Has been created, and is a copy of report 330, grouped by department.
Report (547): Has been created, and is a copy from report 426, but grouped on departments.
Report (554): Added report Job profitability w/ Time
Report (262): Made some improvements so the reports show total value of each currency with indication in front to show which currency it is in

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