10/15/2012 - Version 5.2 of your BoondManager application has arrived! |
Based on your suggestions, BoondManager continues to evolve! Please review the updates introduced in this new version of BoondManager. Here’s what’s new:
Each manager can now customize their menu bar (displaying modules and installed Apps)!
You can define a distinct validation workflow for timesheets and absence requests!
It is now possible to correlate your orders with your projects, sales, and purchases to facilitate billing management!
Delivery of a new App, WPostProduction, to simplify billing for timesheets, expenses, and rebillable purchases!
Numerous improvements to existing modules!
N.B.: This page will remain your default page when you log in until you confirm you have read the information below (see bottom of page).
Customization of your menu bar |
Each manager can now configure the modules and Apps they wish to display on their menu bar (navigation bar with modules and Apps): Menu bar > click the cogwheel > "Menu Bar" section > move to the right list the modules and Apps you want to display
Also, from this configuration space, you can set the default homepage for your account: module "Candidates", "Resources", "Opportunities", ...: Menu bar > click the cogwheel > "General Information" section > "Homepage" field
Possible separation of the validation workflow for timesheets and absence requests |
From now on, you can define a distinct validation workflow for timesheets and absence requests!
Your company administrator can configure by default a distinct validation workflow for each new resource creation: Administration Console > "Agencies" section > magnifying glass for the relevant agency > "Configuration of timesheets, expenses & absences" tab > Validation workflow for absence requests
To modify the validation workflows for already created resources, you must go to each resource card: Relevant Resource Card > "Configuration" button > Validation workflow for absence requests
Correlation of your orders with your projects, sales, and purchases |
To facilitate billing management for your projects, sales, and purchases, we now allow you to correlate them with your orders!
For example, in a TA project, you can now correlate one or more project missions to an order. This gives you the ability to more easily track the production turnover to be billed from the billing module (using the "Type" filter on "Monthly Billing").
To correlate all your orders to your projects, sales, and purchases, click the link below for guidance on the method to follow: Online Help
Various improvements |
CRM Module
Change in the logic for displaying company and contact cards. Now, cards are displayed by default based on their update date (not alphabetically). This allows you to have the most recently created and updated contacts/companies at the top of the list! CRM > "Type" filter on "Company" or "Contact"
Candidates and Resources Modules
Increase in the comment field for candidate evaluation (250 characters) Candidate Card > "Information" tab > Candidate Evaluation Comments field
Addition of a new "Family Situation" field Candidate/Resource Card > "Administrative" tab > "Family Situation" field
When a resource is archived, the tool now forces intranet deactivation Resource Card > "Information" tab > "State" field set to "Archived"
Projects Module
Improved order creation process: you can now create an order directly from the "Missions", "Sales", and "Purchases" tabs Project Card > "Missions" or "Sales" or "Purchases" tab > checkbox for the relevant mission(s)/sale(s)/purchase(s) > "Create Order" button Note, this action will automatically correlate the selected item(s) to the created order!
Improved project transfer creation process. If an agency uses a resource it does not own, the tool offers to automatically create the transfer project (same intervention periods, number of charged days, sales rate, etc.) Project Card > "Missions" tab > "Missions" card > "Resource Transfer Information" > check the "Automatic creation of transferred project" checkbox then click "Save"
Addition of alerts if mission dates overlap in a project or exceed project dates Project Card > "Missions" tab
Timesheets, Expenses & Absences Module
Improved intuitiveness for document validation:
You no longer need to save before validating, saving is automatic
If an empty line is saved, it is automatically deleted
You can now define a distinct logo per agency that will appear on the "Client PDF" for timesheets and expense reports Administration Console > "Agencies" section > magnifying glass for the relevant agency > "Configuration of timesheets, expenses & absences" tab
Billing Module
Addition of new indicators on the "Billing" tab of projects to provide an overview of signed data, production data, and links to orders/invoices Project Card > "Billing" tab
When creating an order for a project, the tool retrieves data from the previous order (payment terms, legal notes, bank details, factoring company, etc.). It also retrieves the delta between "Signed Turnover" and "Ordered Turnover" (cumulative orders) Project Card > "Billing" tab > "Create Order" button
The "Monthly Billing" filter in the "Billing" module is more efficient! Once you have correlated all orders to their missions/sales/purchases, you can view the orders for the desired month with the associated production turnover and billed turnover Billing Module > "Type" filter on "Monthly Billing" > select the relevant month
Addition of a new edit key on orders to show or hide the footer on your invoices To change the config. of an order => Order Card > "General invoice settings" section To change the default config. of your orders => Administration Console > "Agencies" section > magnifying glass for the relevant agency > "Billing configuration" tab > "General invoice settings" section
Ability to create invoices for transfer projects (for production reported by the transferred resource(s) to another agency)
Activity Reports Module
Addition of new indicators on "Projects" Reporting:
Project state (in progress/archived)
Project application domain
Signed times/resources (to compare with consumed times)
Purchase cost
Signed Real Margin (Signed Turnover - Real Costs)
Signed Real Profitability (Signed Real Margin / Signed Turnover)
Activity Report Module > "Projects" tab > click the "Configuration" button to add these new indicators To reload the default config. with all indicators, completely empty the right list and save!
Transfer missions no longer appear on workload plans
Marketplace enrichment! |
Delivery of a new App
WPostProduction: displays all your projects with production data to be rebilled (service deliveries, expenses, and purchases), billed amounts, and the related order(s). This App also includes a bulk invoice generation feature!
App improvements
WExtractPayroll: for each resource, you can view the validation status of their timesheet as well as their expense report. The App also offers shortcuts to access the relevant documents!
You can now set the default configuration for each App developed by BoondManager just like for our other modules
We strongly encourage you to review all Apps delivered on our Marketplace (Apps for interfacing with Google Apps, payroll preparation, automatic candidate card integration, etc.). You can consult them directly at: http://www.boondmanager.com/marketplace Only your company administrator from the "Marketplace" section (located at the top right of the screen) can install the Apps on your interface and then manually activate them for the relevant manager accounts. We remain at your full disposal to inform you about the operation of our Apps, which can provide you with real additional features to the standard BoondManager modules.
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