5.8

Complete overhaul of the Purchases module!

Improved project management

Various enhancements

Actions to take to integrate the VAT rate changes effective January 1, 2014!

Added a "Payments" tab listing payment deadlines by 3 stages: "Planned", "Confirmed" & "Settled":

Payments in "Planned" stage are not included in production cost (shown on the "Consumption" and "Billing" tabs of Projects as well as in various Activity Report module dashboards)

Payments in "Confirmed" and "Settled" stages are considered "Committed Payments" and are integrated into production cost

When creating a purchase, you can automatically generate a payment list in a specified stage ("Planned", "Confirmed" or "Settled")

The buttons

(at the top of the Purchase card) and

(on the "Payments" tab) allow you to create a payment

The button

on the "Payments" tab (available when no payment exists) automatically generates a payment list in the "Planned" stage.Attention If this is a purchase with recurring payment deadlines, be sure to define the purchase period and quantity (from the "Information" tab of the Purchase card)

Ability to attach up to 10 documents per payment (invoices, receipts...)

Ability to search/track "Purchases" & "Payments" using these new filters and items:

"Type" filter (can select "Purchases" and "Payments"):

"Purchases": lists purchases for the selected period with the total purchase amount, "Committed Payments" (in "Confirmed" and "Settled" stages), and the delta

"Payments": lists payments for the selected period with the stage of each payment ("Planned", "Validated", and "Settled") + allows downloading attached documents (invoices, receipts...)

"Category" filter:

You can sort your purchases and payments by purchase category configured in your interface ("Miscellaneous", "External service", ...)

"Payment date" item (on the "Period" filter if the search is "Payments"):

You can track payments by payment dates and qualified stages ("Planned", "Validated", "Settled")

Ability to extract purchases and payments via the button

Ability to export purchase order PDFs & payment attachments via the button

Added "Category" field to help you better track/analyze your purchases. These categories are customizable from the Administrator interface. By default, two categories are defined: "Miscellaneous" & "External Service". You can add categories such as: "Structure Purchases", "Marketing"...

Added "State" field with, for now, 2 possible choices: "Validated" & "Planned":

Purchases in "Planned" state are not included in turnover/production cost even if payments are committed

Ability to set a rebilling rate/sale price for the purchase

Added "Purchase Reference" field with mask configuration from the Administrator interface

Default VAT rate configuration per Agency for each new purchase

Converting an Assignment card into a Purchase lets you manage supplier payments ("Planned","Confirmed" & "Settled") from the purchase or Purchases module

Costs from the Assignment card converted to a service purchase are no longer included in production costs. The amounts of "Confirmed" & "Settled" payments for the purchase will determine the actual production costs of the external resource on the project!

You can thus prepare future investments for your projects/assignments and convert them into purchases when needed

The entry fields for additional turnover & investments have been moved to the "Assignments" tab (instead of the "Information" tab). All project data is now in one tab!

You can now enter multiple additional turnover & investments with a title & date for each detail line. You can leave behind Excel files detailing your sales and additional investments!

You can decide to convert each detail line into a purchase by clicking the button

. This makes project entry easier. You record your additional turnover & investments and when you want to integrate them into your turnover & production cost, you convert them into purchases! You can thus prepare future investments for your projects/assignments and convert them into purchases when needed!

create additional turnover & investments with details on "Product" & "Recruitment" type projects

enter additional turnover & investments with details on Assignment/Sales cards for your projects!

Added these new indicators to the "Consumption" tab of projects:

Turnover/Production cost per resource + total

Turnover/Cost of sales details & investments committed to production + purchases

Warnings displayed if time & expenses are entered outside assignment & HR contract periods for resources

Added "Consumption" tab to "Recruitment" type projects

Changed calculation of turnover/production cost (see Various Enhancements > Reporting module)

Added "Date of birth", "Application areas" & "HR manager" fields when extracting CSV - Link to roadmap suggestion on our support

Ability to create a new "Recruitment" type project from a candidate card by clicking the button

Selecting a CRM contact is now mandatory when creating an opportunity from the opportunity search module

When creating a project, the opportunity state automatically switches to "Won" - Link to roadmap suggestion on our support

Warnings are triggered if time & expenses are entered outside assignment periods for projects & HR contracts for resources

Added Domiciliation/IBAN/BIC when extracting CSV from the Billing module, configured on the purchase order in the RIB/IBAN field

Added NAF code to the footer of PDF invoices, if defined it will appear in your PDF invoice footer

When creating deadlines on purchase orders, a first "empty" line is automatically suggested if the table is empty

Changed calculation of production turnover: ∑ produced time x Daily Sale price + ∑ validated rebilled purchases + ∑ rebilled expenses + ∑ additional turnover details (If the detail is not a purchase & is allowed to be included in production)

Changed calculation of production costs: ∑ produced time (excluding service purchases) x current contract salary + ∑ confirmed|settled payments with validated purchases + ∑ expenses + ∑ additional investment details (If the detail is not a purchase & is allowed to be included in production)

Filtered items are retained during searches (Resources, Projects & CRM) - Link to roadmap suggestion on our support

Added "Employee ID" & "Resource name" fields when extracting CSV

Ability to import absence balances by employee ID, not just by BoondManager resource reference

The standard rate increases from 19.6% to 20%

The intermediate rate rises from 7% to 10%

Change the default VAT rate for each Agency, which will be applied to your new orders
"Administrator" interface > "Legal Agencies" > Agency card > "Billing configuration" tab > "Purchase order parameters" section > "VAT rate" field

Change the VAT rate on each "In Progress" order (after generating your 2013 invoices), which will be applied to your new 2014 invoices
"Manager" interface > "Billing" > order card > "Additional information" section > "VAT rate" field

Change the default VAT rate for each Agency, which will be applied to your new purchases
"Administrator" interface > "Legal Agencies" > Agency card > "Purchases configuration" tab > "Purchases parameters" section > "VAT rate" field

Change the VAT rate on each "Validated" purchase (after generating your 2013 payments), which will be applied to your new 2014 payments
"Manager" interface > "Purchases" > purchase card > "Additional information" section > "VAT rate" field

Directly change the VAT rates on the relevant expenses (after generating your 2013 expense reports) - The old VAT rates will remain on already entered expense reports. 2014 expense reports will use the 2014 VAT rates
"Administrator" interface > "Legal Agencies" > Agency card > "Time, Expenses & Absences configuration" tab > "Expenses" section