Spring brings many more new features
We have summarised the features of the last few weeks for you.
Copy incoming invoices, define holiday replacements, work with individual service descriptions and store marginal costs, offer and invoice projects according to phases: Many small features now make working even more comfortable.
Specific service type descriptions for clients and prospects
Using the new tab "Service description", individual service code descriptions can now be defined for clients and prospects. Just like alternative languages, these service descriptions are used in the quotations and sales invoices. So if specific texts that deviate from the standard are required in the context of a client or prospect, these can now be maintained in the service description.
Calculate quotes more intelligently: Define marginal costs for service codes
For better support when creating quotations, the two new fields "Marginal hourly rate" and "Marginal daily rate" have been added to the "Agency > Service code> Prices" dialogue. These two fields can be used to enter the marginal costs for time costs (equivalent to the purchase price for external costs). If marginal costs are maintained, they will be pre-filled in the "Purchase price" field on the item list of a quotation (when creating a time cost item). Thus, when preparing and calculating a quotation, it is possible to see directly which sales price can or must be offered without falling below the marginal costs. The stored marginal hourly rate and marginal daily rate are also pre-filled in the "Purchase price" field in the Document modules area.
New feature: Copy purchase invoices
Many users have been eagerly awaiting this feature: In PROAD it is now also possible to copy purchase invoices. This feature is extremely useful and saves valuable time, especially if there are regularly recurring deliveries from suppliers or if there are frequent purchase invoices that contain a very similar scope of services. As usual, the function is located in the function menu and can be used in the dialogue "Accounting > Purchase invoice > Function menu". Good to know: The copy of the purchase invoice receives the status "unmatched" and has a note in the remark field that this is a copy. Of course, all details of such a copied purchase invoice can be modified as usual.
Request for leave simplified
In order to keep an overview even in the possible chaos of the holiday period, it is now possible to also specify a substitute when creating the request for leave. The selected person will then be displayed accordingly on the "Absence" widget. The defined substitute can also be displayed in the lists of vacation requests under "Master data > Employees > Vacation" and "Agency > Vacation planning > Vacation". This way, it is always clear who will take over as a substitute when the well-deserved vacation is finally due.
In order to better and automatically control who is responsible for approving the request for leave, team types have now been integrated into PROAD. Previously, there were simply "teams", but now the distinction is made between teams of the type "project team" and of the type "organisational unit". For this purpose, the field "Team type" has been integrated under "Master data > Team", which can now be used to define what type of team it is: Type "Project team" for teams that work together for the duration of a project and type "Organizational unit" for teams in terms of organizational structure (e.g. departments).
Important: An employee can be assigned to only one "Organizational unit" at the same time, not to more than one. All existing teams automatically become teams of type "Project team" with this version of PROAD. The type can only be defined when creating a team and cannot be changed afterwards. This innovation for teams can also be used in the request for leave: If an employee or freelancer is assigned to an "organisational unit", the team leader of this "organisational unit" is automatically pre-filled as the person responsible for approving the leave request when creating a leave request for this person.
With these feature enhancements, PROAD hopes to take off some of the pressure of you during the next wave of vacations.
Billing according to project phases made easy
Project phases have been further improved in PROAD, so that you can now consistently offer and plan your projects in phases and then also invoice them per phase.
The import area of sales invoices has been extended so that the contents of the "Task phase subject/Next step" field are transferred to the "Group name" field when importing time costs into the document. In addition, in the item list of sales invoices, it is now possible to group by project phase using the group name column.
In the dialogue "Open costs" in the area "Accounting", the column "Task - Phase - Subject/Next step" has been included in the list configuration and can now be displayed as a column in the dialogue list. As usual, it is possible to group by this column, for example to focus on certain project phases that are to be invoiced.