Release notes for December 2018

The following improvement were introduced in the December 2018 product release:

Activities

• Adding work hours from activity.

CRM

• Gantt of gantts of projects for customer card.

Project

• Project template improvements for case joining and keywords.
• Small improvement to project/phase tree: close opened phase by clicking empty area on the screen.
• Possibility to create invoices from project also to other billing customers.

Invoicing

• Sweden- and Norway-specific invoice total rounding control.
• Market segmentation as filter to invoices creation screen.

Resourcing

• Allocation coloring based on hours worked.
• Tooltip improvements.

Reporting

• When using sales process as grouping, graphical report barchart is sorted based on sales probability.
• Added new value "Unallocated hours" to project & phase & customer list report.
• Added new value Work hour approval status change date to work hour list report.
• When drilling down from Resourcing analysis to resourcing by person, immediately display all allocations.

 

The following issues were fixed in the December 2018 product release

Activities

• "Activities late" KPI was showing the Absence-type of activities.

Invoicing

• Removing project redirected user to dashboard and not to the customer card. 
• Reminder PDF was not working when new layout is used.
• Wrong language selection when credit note was created.
• It was not possible to invoice less than 0,01€ in new UI.
• Invoice grouping was not working correctly when invoice template was used.

Project

• User got error when creating an invoice and customers billing contact was deleted.
• Revenue and Billing values were different in old and new UI

Proposal

• It was not able to create proposal PDF from new UI if proposal had Billing details added and payment terms was null in the project.
• When creating proposal in crowns the PDF showed some of the symbols in "Kr" and not in "SEK".

Reporting

• "Cumulative" was not selectable on analysis reports.
• Timeout problem in Accounts report.
• Case filter was not working on users- and user analysis-reports.

Settings

• In some cases new work contract creation gave error.
• Scandinavian characters were displayed incorrectly for Project keywords and Contact keywords.

Travel reimbursement

• Amount of per diem travel expenses were rounded in travel reimbursement.

Visma Financials

• Financials integration multiplied invoices.

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