We are excited to present the latest improvements and fixes in our system, designed to make your daily tasks easier and more efficient. Here’s what you can expect in this update:

Improvements to the Customer Card

No more searching across multiple places for customer information! We’ve made the customer card more user-friendly:

• Customer name directly in the menu: Previously, only the customer number was displayed. Now, you can see the customer name, making it quicker to find the right customer.
• Overview of orders and sales invoices: You can now view all a customer’s orders and sales invoices directly from the customer card. This provides a comprehensive overview and saves you time.

New Search Function in System Settings

Struggling to find a specific setting? Not anymore! Our new search function allows you to quickly locate and navigate to the setting you need. Simply type your search term, and the system will suggest options. One click, and you’re there!

Supplier Invoices All in One Place

You can now get a quick overview of all supplier invoices for a specific supplier. A new menu gives you everything you need – right at your fingertips.

Stability and Bug Fixes

We’ve focused on enhancing stability and resolved 17 bugs in this update. Here are some of the most important fixes:

• Improved calendar functionality: When deleting an event, it now disappears immediately without requiring a page refresh.
• Several fixes for orders and quotes: Issues with filtering, incorrect price display, and overlapping addresses have been resolved.
• Updated time registration: Start and end times now adjust correctly when changes are made.

We hope these improvements will make your work even smoother and more efficient. If you have any questions or need further assistance, feel free to reach out to us anytime! 🚀

Announcments 

In this update, we are focusing on bug fixes and further improvements to features added in the previous update.

Improvements 

• Error prevention when deleting materials, hours, and schedules: We have introduced confirmation boxes when deleting materials, hours, and schedules to avoid unintended clicks.
• Change in My Calendar: Unallocated events will no longer appear in My Calendar when filtering by a specific user.
• Improved customer importer: We’ve added further improvements and restrictions to the customer import function to make importing new customers easier and less error-prone.
• Technical updates: We’ve implemented several technical improvements in the system to optimize the user experience.
• Table updates: We have updated several tables, including those in the offer draft and case confirmation, so they now follow the same design as in the invoice draft.
• Improved keyboard shortcuts for Mac users: Shortcuts no longer activate when you are actively typing in a text field, to avoid unintended page navigation.
• Various user-interface enhancements: We have added the supplier’s name as a tab when viewing a specific supplier’s page.

BUGFIXES

• Fixed an issue where the "Create Invoice" button would not become active again after changing the invoice date.
• Fixed an issue where it was not possible to remove an item entry on a supplier page.
• Fixed an issue where users couldn’t switch between two saved filter combinations.
• Fixed an issue where services were not automatically scheduled in rare cases.
• Fixed an issue where an error message appeared when creating an unallocated time entry in the scheduler.
• Fixed an issue where the department was not shown as a required field, when creating a new employee, if this was enabled in system settings.
• Fixed an issue where the margin would show as - 100% when cases were created with pre-set materials from a service.
• Fixed an issue where materials sometimes could not be fetched to the invoice draft.
• Fixed an issue where completed work did not display correctly in the case report.
• Fixed an issue in the scheduler where the focus did not disappear after closing the editing/slide-in menu.
• Fixed an issue in the offer draft where inserted cells started in the middle instead of on the left.
• Fixed an issue in the gas service module where the phone number was not displayed.
• Fixed an issue where it was not possible to assign a recurring unallocated event to an employee in the scheduler.

I have been looking forward to sharing this release with you. We have focused on improving the user experience and saving you a lot of clicks.

Announcements 

New Invoice Draft Design:

• There will be a button labeled "Switch to new design" when you create an invoice draft.
• Clicking this will make the page more compact and save you from excessive scrolling.
  
    Shortcut Keys:
  
  • We've heard your feedback that there are too many clicks. That's why we’ve introduced 17 shortcut keys for easier access to all modules.
  • You can find the list of shortcut keys under System Settings → Shortcut Keys.
  • We recommend printing the list so you can quickly get accustomed to the new shortcuts.
    

    
    Super Search:

  • In line with the shortcut keys, we have developed a new powerful search engine that searches across everything!
  • You can use the F2 shortcut to search for anything, including customers, quotes, orders, inbox, outbox, employees, products, time approval, supplier invoices, and customer invoices.
  • The top 5 results that best match your search criteria will be displayed. If you don't see what you are looking for, refine your search.
    
    
    Service & Installations:
  • Added as a menu item on the customer profile and in the "slide-in" menu for the customer.
  • This allows for an easy overview of all service agreements and installations for a customer.

Improvements 

• Error Prevention: We’ve implemented confirmation pop-ups when clicking "Create Invoice" and "Create Credit Note" to prevent accidental clicks.
• Design Changes in System Settings: Subitems are now grouped to improve the overall overview.
• Form Changes in Activity Log: Any changes made in forms are now logged in the activity log.
• New Column in Customer Invoices: A new column titled "Last Invoice Sent On" has been added, giving insight into when the most recent invoice was sent.
• Improved Customer Import Function: Now includes more explanatory text, a copyable example for Excel, and improved validation during the import process.
• Slide-In Updates: The "Save" button is now easier to access without having to scroll.
• Separate Materials and Hours in Invoice Drafts: You can group lines while keeping materials and hours separated.
• Mass Update of Lines in Inbox: A small icon has been added to the sales account, move to order, and inventory menus. Clicking it will apply the same data to all lines.
• New API Calls: Introduced "isAccessible" for Accounts and Creditors, and "set sync status" for creditor invoices and sales invoices.
• Day Overview: If a note is added, it will be visible in the order overview along with the "Description" and "Completed Work."
• Default Invoice Sending Method: When creating a new customer, the default method for sending invoices will be "EDI."
• Invoice Sending Preference: When sending an invoice, the system will remember the selected method for the next time. For example, if you choose "Send by email," this setting will be saved and suggested for the next invoice.

Bugfixes

• Fixed an issue where the current date was not displayed in the day overview for some users.
• Resolved an issue where duplicate services were created during automatic service creation.
• Rackbeat Integration: Fixed an issue where inventory was not updated when items were added to or removed from an order.
• E-conomic Integration: Fixed an issue where blocked suppliers in E-conomic could still be selected in Order Management.
• Fixed a bug where clicking "Back" after selecting an event in the calendar returned users to the day overview instead of the calendar.
• Resolved an issue that some users experienced during the installation of the KlarPris integration.

We are pleased to announce the upcoming release that will address multiple issues, improving the stability, performance, and user experience of our platform. This release includes 29 bug fixes. Below is a summary of all the fixes:

Daily Overview Issue: Fixed the display issue where personal time entries lingered briefly after creation, even when set not to display.

Scheduler Text Overflow: Resolved the issue where text in the event box exceeded its boundaries, ensuring clean and readable scheduling.

Missing Order Descriptions: Restored missing order descriptions in the hours overview after the recent update.

Case Description Column: The case description column has been reinstated in hour registrations, along with visibility improvements in the hours tab.

Drop-Down Stability: Fixed the issue where values in the drop-down menu moved while scrolling in the Create Service panel.

Missing Keatech Data: Addressed the issue of missing GPS data for certain users in OS3, aligning it with the correct data from OS2.

Dinero Transfer Issues: Resolved the issue preventing invoices from Greenland from being transferred to Dinero.

Unauthorized Actions Error Messaging: Implemented user-facing error messages for unauthorized actions, preventing session logouts and improving user clarity.

Folder Copying Issue: Fixed the inability to copy specific folders between orders, ensuring smoother operations.

Old Slide-In Display and Console Errors: Resolved the issue where outdated slide-ins were displayed during service creation, along with associated console errors.

iOS and Android Discrepancy: Fixed the inconsistency where signing fields appeared differently on iOS compared to Android.

Invoice Margin Calculation Error: Resolved the error in sales price calculation when changing margins on invoices with differing price settings.

Invoice Crediting Issue: Fixed the issue where crediting an invoice opened all lines across multiple invoices, instead of just the relevant ones.

Invoice Sending Error: Addressed the issue preventing the sending of specific invoices, ensuring reliable billing processes.

Export Hours Error: Fixed the issue where exporting hours from an order did not generate a downloadable file.

Navigation Error Between Sections: Resolved errors encountered when navigating between offers, customers, and cases.

Service Navigation from Installation Slide: Users can no longer navigate to a service from an installation slide if no service is attached.

Offer Price Comparison: Fixed the issue where price comparison on offers was not functioning.

Pending EDI in Outbox: Resolved the long-standing issue where EDIs were marked as 'pending' and not received by clients.

Case Overview Text Fetching: Fixed the issue where text fetching in case overview descriptions was not functioning correctly.

Invoice Draft Loading Failure: Addressed the failure in loading invoice lines in invoice drafts for specific cases.

Invoice Sending Feedback: Fixed the issue where the system did not inform users when an invoice was sent, preventing multiple sends.

Marketplace Translation Issues: Resolved the problem where text in the marketplace was not translated.

Recurring Personal Time Toast Message: Restored the missing orange toast message when recurring personal time is created without display in the scheduler.

Offer Draft Spinning Wheel: Fixed the issue where adding materials to an offer draft caused a never-ending spinning wheel.

Export to Excel Errors: Resolved console errors and the lack of notification when exporting to Excel.

VAT Total Update: Fixed the issue where the total value including VAT did not update immediately.

Duplicate Case Details on Hover: Addressed the issue where duplicate case details were visible when hovering over electronic documents.

Language Change Issue: Resolved the problem where newly implemented languages did not change the system language.

This update will be deployed on 23-08-2024 around 08:30 and we anticipate minimal downtime during the rollout. If you encounter any issues or have any questions after the update, please reach out to our support team.

Mobile App Update Coming Soon:

We have a new update for our mobile app currently awaiting approval from Apple and Google. We expect it to be available within the next few days.

Announcement 

• User Survey:
  We have introduced a pop-up in the app that will be displayed once to all Danish users. The pop-up contains a link to a user survey where we hope to gather your feedback for app improvements and gain insights into your user experience.

BUGFIXES

• Save images to the phone:
  When an image was added to a form on the phone, it was not saved to the phone's photo library. This issue has now been fixed. ✔️
• Move to case (Android):
  Android users experienced issues with the "Move to case" function under Documentation. This function now works correctly. ✔️
• Email suggestion during invoicing:
  When sending an invoice from the phone, the app will now automatically suggest the customer's email address. ✔️
• Changing customer on a case:
  The issue where changes to customer information on a case were not saved has now been resolved. ✔️
• Changing quantities under "Other expenses":
  Users had problems changing the quantities of materials under "Other expenses." This has now been fixed. ✔️
• Loading loop under "Other expenses":
  The app previously entered a "loading loop" when clicking "Post" under "Other expenses." This issue has now been fixed. ✔️
• Navigation to a case with an active stopwatch:
  When you have an active stopwatch and choose "go to case with active stopwatch," you are now correctly directed to "Time" instead of "Other expenses." ✔️
• Visibility of comments when rejecting internal time:
  Comments added when rejecting an internal time in the approval module are now correctly displayed in the app. ✔️
• Time registration:
  When the comment field is required, but a time type is not selected, the "register" button was still active and would only "load" without saving the registration. This issue has now been fixed. ✔️
• User rights for activity viewing:
  If a role was set to not view activities on an order, this setting was not enforced in the app. This issue has now been resolved. ✔️
• Navigation error with orders:
  When navigating to an order from the daily overview and selecting a different order, you were still redirected back to the originally selected order. This issue has now been fixed. ✔️
• Crash in the calendar:
  An issue that caused the app to crash when scrolling back and forth in the calendar has now been resolved. ✔️
• Removal of sensitive error message:
  We have removed an error message that was often displayed unnecessarily and caused frustration for many users. ✔️

IMPROVEMENTS 

• A new setting on the customer card that allows users to pre-select whether new invoices should be sent via email or EDI/EHF. If nothing is selected, email will be chosen by default. The setting can be found in Customer Card --> Details --> Invoicing.
• A new warning on invoice drafts that alerts the user if an item or hour has been added that has already been invoiced on another invoice. Note, this warning is only relevant for customers who have not activated "Automatically lock hours when invoiced" and "Automatically lock materials when invoiced" in the system settings.
• A new checkbox in the scheme designer called "hide scheme." When this is checked, the scheme will remain active on all existing orders but can no longer be added to new orders. This ensures that the scheme list does not become excessively long over time.
• Coverage ratio and contribution margin can now be viewed per line in invoice drafts. This does not need to be activated in system settings but is automatically active on invoice drafts so you can see how much you earn per line.

BUGFIXES

• An issue where if you have multiple invoices on an order and choose to credit one, all lines on all invoices will reopen. This is now fixed, so only the lines on the specific invoice being credited will unlock.
• Problems with fixed email texts have now been resolved, so these work again! Fixed email texts can be created in System Settings --> Preset Texts.

Improvements 

• It is now possible to select the margin type (list price or cost price) on your orders. This means you can determine which margin type is used on an order.
• When you create a credit note with materials on it, these will now be unlocked and can be moved and deleted.
• In orders under the "Economy" tab, when you press "place costs," "fetch from unlinked" will now be selected by default.
• When creating forms, you now have the option to add a "date picker." This means you no longer need to enter the date in a text field.
• In System Settings, you can now choose whether your order reference should be: Responsible, Foreman, or no reference. This is done under "Automatic order reference."
• We have added a new note field for scheduled times in the daily overview called "event note." This allows you to insert notes on specific scheduled times. These will be visible on both web and mobile.
• When creating invoice drafts, you will now be notified if the cost price on the line is equal to or greater than the sales price.

Bugfixes

• Fixed an issue on the Dashboard that prevented it from saving if you moved widgets around the page.
• Fixed an issue that caused the window to close when you entered, for example, travel details.
• Removed a duplicate from system settings (automatic order reference).

BUG FIXES

• Fixed a bug where PDF files in the app's documentation could look different than on a PC.
• Fixed a bug that resulted in challenges with opening documentation.
• Fixed a bug where the calendar did not always show the correct dates.
• Fixed a bug where payment terms were not always set when creating an invoice via the app.
• Fixed a bug where the delivery address could not be correctly set on orders.
• Fixed a bug where the time type was not displayed as mandatory during registration.
• Fixed a bug where payment terms were not automatically updated based on the customer's master data.
• Fixed a bug where text in some cases could not be saved and changed on forms.
• Fixed a bug where 'frequently used materials' in some cases were not displayed during material search.
• Fixed a bug where 'frequently used materials' in some cases loaded infinitely on Android.
• Fixed a bug where, in the creation of offers and services, the list was missing the customer field in some cases.
• Fixed a bug where 'choose warehouse' did not work correctly for the Rackbeat integration.
• Fixed a bug where returning goods did not work correctly for the Rackbeat integration.

 improvementS

• We have updated how Rackbeat is used, with the aim of improving user-friendliness.

Improvements 

• Improved the economy module by adjusting the columns with accurate calculations.
• Added a pop-up window when deleting forms.

Bug fixes 

• Fixed a bug where the financial post was also copied when moving materials, hours, or other expenses to another order from the inbox.
• Fixed a bug where some agreements could not adjust the number of subscriptions in settings.
• Fixed a bug where some features were not available for some agreements.
• Fixed a bug where you could not enter a fixed price in the Economy module.
• Fixed a bug where invoice headers would not load on rare occasions.
• Fixed a bug where the currency was incorrect when transferring materials to Rackbeat.
• Fixed a bug where display settings for hours within the Scheduler did not work.
• Fixed a bug where materials from an EHF invoice incorrectly added the discount group to the end customer.
• Fixed a bug where OS Scan also included VAT when scanning an invoice.
• Fixed a bug where the status of hours in Hour Approval would change from 'approved' to 'pending approval'.
• Fixed a bug where some case confirmations did not have a creditor name.
• Fixed a bug where EAN invoicing would not work for Faroese customers.
• Fixed a bug where the "Reference" and "Requisition" input fields were not pre-filled from the customer settings.
• Fixed a bug where an irrelevant scroll menu appeared under Appendix in the inbox if one clicked the arrow button.
• Fixed a bug where incorrect statuses for cases were displayed in the quick-view slide-in.

Improvements

• The import of supplier goods is now able to detect duplications when uploading files.
• The appendix is now moved from the spam folder to the inbox automatically upon page load.
• When approving invoices it now selects the default Rackbeat location if none is selected.
• We now show a pop-up to confirm a deletion of a customer before the system deletes it. 
• You can now search for schemes within the create sub-case slide-in.
• We have improved case templates with a new section called “Details”. For instance, it can automatically select a department during case creation.
• You can now as an Administrator or a group with permission add hours for employees who don’t have the specific hour types themselves.

Bug fixes

• Solved an issue where some customers would not be able to add supplier catalogs within system settings.
• Solved an issue where a user with certain non-billable hours could register the same hour types for other employees who did not have the hour type. 
• Solved an issue where the Visma integration would not set as activated from the marketplace.
• Solved an issue where the automatic scan of appendixes did not always scan the dates properly.
• Solved an issue where some users could not add internal products or hours to the offer draft.
• Solved an issue where bulk editing materials wouldn’t always edit the material's margins.
• Solved an issue where you could not update a specific line within the invoice draft.
• Solved an issue where some invoice numbers would be visible twice on the account statements.
• Solved an issue where an error pop-up would show randomly. 
• Solved an issue where the wrong pop-up would show when trying to create an invoice with no lines.
• Solved an issue where the wrong pop-up would show when trying to use “Apply to all lines” in the Inbox.
• Solved an issue where you could not transfer case materials if you had sorted by supplier name.
• Solved an issue where some users would not be able to send EAN invoices.
• Solved an issue where the "Apply to all lines" button would sometimes set lines with a margin of -100%. 
• Solved an issue where a name change in Rackbeat would not get updated in Ordrestyring.
• Solved an issue where sometimes rounding would be incorrect.
• Solved an issue where an error pop-up would appear within customer statements.
• Solved an issue where the rounding would not be correct if a profit percentage was added and edited for case materials.
• Solved an issue where materials would not be added to offers if the offer was created from KlarPris.
• Solved an issue where it could not load en export to Excel icon within employee hours.
• Solved an issue where the case activities would still be available through the case slide-in even though the permission was disabled. 
• Solved an issue where it was not possible to select a Rackbeat product within Ordrestyring even though it was available in Rackbeat.
• Solved an issue where it was not possible to select the same date in the date picker within employee hours.
• Solved an issue where it wasn’t possible to select +75 as an option within the FI payment type for appendixes.
• Solved an issue where the sales price within move materials to another case pop-up would be without commas.
• Solved an issue where it occasionally wasn’t possible to select all employees within the Hour approval table.
• Solved an issue where you could not access creditors if they had a non-numeric value in creditor no.
• Solved an issue where it was not possible to delete service materials in bulks.
• Solved an issue where we have translated incorrectly within the offer overview.
• Solved an issue where filtering did not always work as expected when scheduling services
• Solved an issue where it would show the wrong page no. within the Hour approval table. 
• Solved an issue where a “You do not have permission” pop-up would show on the employee's page.
• Solved an issue where the search field dropdown menu would always start at the bottom.
• Solved an issue where the copy (CC) for invoicing would not take effect after adding an email from within settings.
• Solved an issue where case - or customer settings would not be taken into account when adding materials or other expenses, I.e. Material Discount Group or Hour Discount Group.
• Solved an issue where preset texts were not available in fetch texts within offers.