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Release notes for November 2018

The following improvements were introduced in the November 2018 product release:

Activities

  • Changes to activity modal bottom bar.
  • Possibility to mass complete and mass postpone activities. This can be done from To-do-list and from Activity report.

Activities.jpg

Calendar

  • Now its possible to define the time range in calendar view. You can also where the weeks start (Monday or Sunday) and you can select to show also the weekends.

Calendar.jpg

CRM

  • Settings tab to internal customer card.
  • Now its possible to edit case contact information from sales & projects tab by opening the contact card.

Dashboard

  • Screen scrolls to view created content when user creates new card to dashboard.

Invoicing

  • Now it's possible to update billing information from invoice to project. The setting can be found under detailed information.

billing_details.jpg

  • Improvements to Kanban view.
  • Removed comma before invoice number from invoice PDF.
  • Possibility to change VAT % for work hours in invoice when show total amouns is selected.

VAT.jpg

KPI

  • Define if Expenses in User KPIs include costs of work hours, travels and/or products user has entered.
  • KPI parts recognize the monetary values and can automatically deliver measurement unit for example € or €/h.

Project

  • Project template improvements.

Reports

  • Possibility to report Labor expenses, Other expenses, Total expenses, Sales margin and Margin and Total tax on Proposal list - report.
  • Add keywords to multiple projects in Project list -report.

Resourcing

  • Now its possible to selct what to do when you remove a phase member with ongoing/future resource allocation

resursointi.jpg

  • Now its possible to see phase timeline on resource allocation and hover/drag the resourcing.

resourcing.jpg

Settings

  • Multiselect dropdown mass selecting to activity participants, email recipients and phase member selection.
  • Possibility to open another tabs from Tob-bar dropdowns (Reports, History, Workhour approval)
  • Searchboxes have clear function ( in the end of the row)
  • Clicking outside opened card that has save or close buttons is not closed and saved like it did before. This happens e.g. in work hours and proposal view.
  • Now its possible to multiselect mass removing from dropdown menus in differents places for example in reports or calendar view. Mass remove can be done from up right corner.
  • Small improvements to top navigation behavior.

mass_remove.jpg

Severa Mobile app

New Severa mobile app with new REST has been released. More info can be found from here.

Travel reimbursement

  • Mass update travel reimbursement statuses from report.
  • When closing a project user gets notification if there are travel reimbursements waiting for approval and ask to select needed actions.

close_project.jpg

 

The following issues were fixed in the November 2018 product release

CRM

  • Changing customer for project if there was proposal added was not possible.
  • Changing customer for project if there was activity added was not possible.

Invoicing

  • Issues transferring credit invoices from Severa.
  • Invoices where sent to main customer and not the invoicing customer.
  • Customer contact and address fields were empty when you changed customer in the invoice even those were filled in project billing settings.
  • Issues with invoice total price rounding.
  • Overdue interest was shown when new invoice layout was used.
  • User was not able to open invoices from kanban view if he/she didn't have access to invoice status.
  • Total prices on invoice were shown wrong when grouping was used without "Show total amounts".

Project

  • It was not possible to change billing contact person from project settings.
  • Customer couldn't be changed if there was activity added on project.
  • Phase sort order was not working when using project template.
  • Project forecast was not updating the values correctly for hidden months.

Proposal

  • Drag and drop of fields was not working on proposal.

Reporting

  • Report filters and values didn't change correctly after report drill-down.

Resourcing

  • Resource allocation total was not calculated correctly when the daily amount was really small.

Time & expenses

  • Changing travel expense type in Time & expenses broke the entry view and date for entry was changed.
  • Time & expense "Travel expenses to reimburse" showed incorrect value.
  • Join a project didn't work when user was already added on another phase of project.
  • When hour entry was edited in old UI it added internal comment button visible in new UI invoice.
  • When fee was added in New UI from Time % expenses -view, the description was missing the phase information.

Travel reimbursement

  • Start time/end time selection was not visible when adding the travel expenses.
  • When attachment was added from Visma Scanner to Severa travel reimbursement, attachment was not compressed.
  • User was not able to change any(project, expense type, date) info for created travel reimbursement.

Visma Administration

  • Total of the invoice showed 9 decimal.

Visma Business & Visma Global

  • When invoice was transferred from Severa the business unit was not taken from user but from project manager.
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