The arrival of spring introduces the return of the sun and lots of exciting news at BoondManager 🌱 🌷!
Billing
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📎 Creating a single PDF (invoice and attachments)
With this feature, you can now generate a single PDF that includes the invoice and its annexes.
No more downloading invoices and attachments to merge them on your own! You can now entrust the merging to BoondManager and send a single document to your clients who request it 🚀.
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🗂️ Adding documents as attachments to invoices
We're not stopping at the feature of merging invoices and attachments! You can now freely import documents of your choice as annexes to invoices (in addition to signed timesheets)!
Do your clients require receiving the signed purchase order, delivery note, or any other document in addition to the signed timesheets with your invoices? It's now possible 🎉.
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📫 Assigning more recipients in billing details
Specify as many default recipients as needed in the billing details.
Furthermore, you can now add recipients in CC and/or BCC by default, giving you greater flexibility in sending invoices!
No contact at your final client will be forgotten 🤭.
Activities & Expenses
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🧾 Attaching receipts for reimbursed expenses
Simplify your invoicing process by adding receipts, for expenses rebilled to clients, directly as attachments to your invoices!
By checking the option in the orders, you can now add these receipts automatically and transmit them along with the invoices to your clients 🤩.
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👍 Grouping billed expenses into one line
Make it easier for your clients to read invoices by grouping all billed expenses into a single line.
The option is now available in the orders, just a simple click and we'll take care of the rest 🥳!
Ergonomics & Browsing
🔍 Searching more precisely with action filters
Action filters are improving and now allow you to more precisely filter your results based on actions attached or not attached to their cards! For example:
candidates without "GDPR Consent" actions
resources whose annual review has not yet been scheduled
prospects 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 🪄.
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✏️ Mass editing of positioning and resource states
Update your positionings and resources more quickly ⚡ thanks to bulk editing of the state from the search view.
Mobile App
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📱Timesheets, expenses, and absences redesigned
Timesheets, expenses, and absences have been revamped and are now consolidated into 2 tabs:
"My activity" for resources
"Validation" for managers
And to spoil you a little more 🎁, we took the opportunity to add a summary view of "My activity" on the dashboards, with the current month's timesheet and expense report, as well as the last absence request.
We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.
If you still have any questions, feel free to get in touch with our Support team :
