The arrival of spring brings back the sunshine and lots of exciting updates at BoondManager 🌱 🌷!
BILLING
📎 Create a single PDF (invoice and attachments)
Thanks to this feature, you can now generate a single PDF that includes the invoice and its attachments.
No more downloading invoices and attachments to merge them yourself! Now, from the order, you can let BoondManager handle the merging and send a single document to your clients who request it 🚀.
⠀
🗂️ Add documents as invoice attachments
We don’t stop at merging invoices and attachments!
You can now freely import any documents you wish as attachments to invoices (in addition to signed timesheets)!
Do your clients require a signed purchase order, delivery slip, or any other document in addition to the signed activity report with your invoices? Now it’s possible 🎉.
⠀
📫 Set more recipients in billing details
Enter as many default recipients as you need in the billing details.
Additionally, you can now add default recipients in CC and/or BCC, giving you greater flexibility in sending invoices!
No contact at your end client will be forgotten 🤭.
ACTIVITY & EXPENSES
🧾 Attach receipts for rebilled expenses
Simplify your billing process by adding receipts for rebilled expenses directly as attachments to your invoices!
By checking the option in the orders, you can now add these receipts and send them along with the invoices to your clients 🤩.
⠀
👍 Group rebilled expenses in one line
Make invoices easier to read for your clients by grouping all rebilled expenses on a single line.
The option is now available in orders, just one click and we take care of the rest 🥳!
ERGONOMICS & NAVIGATION
🔍 Filter actions more precisely
Action filters are improving and now allow you to filter your results more precisely based on actions linked or not linked to their cards! For example, identify:
candidates without "GDPR Consent" action
resources whose annual review has not yet been scheduled
leads who have never been contacted
urgent opportunities without profile presentation to the client
etc.
This feature applies to searches in the Candidates, Resources, Companies, CRM Contacts, Opportunities, and Projects modules 🪄.
⠀
✏️ Bulk modify the state of positionings and resources
Update your positionings and resources faster ⚡ thanks to bulk modification of the state from the search view.
MOBILE APP
📱 Redesign of times, expenses, and absences
Times, expenses, and absences have been revamped and are now grouped into 2 tabs:
My activity for resources
Validation for managers
And to treat you even more 🎁, we’ve also added a synthesis view "My activity" on dashboards, with the timesheet and expense report for the current month, as well as the latest absence request.
⠀
Want to participate in our roadmap?
For several months now, we’ve been making a portal available where you’ll find official evolutions on our roadmap. Feel free to vote for them to help us prioritize (by describing their criticality and how it would help you). Also, feel free to submit other ideas by clicking the "Submit an idea" button at the top right.
Our product team relies 100% on feedback from our clients so our teams can work exclusively on evolutions that help you in your daily work.