This month, the Plans dashboard view is evolving and we are continuing the migration of applications to the new version
Summary
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Plans dashboard
This new version brings improved visibility on projects of the Internal Project type.
From now on, to bring more consistency with the existing legend, projects of the Internal Project Type will have a red bar as their legend.
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Applications available in the new interface
Three applications are now available in the new version.
DocTemplate
This application is now available from the new version and we took the opportunity to make some improvements based on your suggestions :)
Access to documentation is highlighted and we also make available a library of templates that might interest you.
SEPA
The SEPA application is now available in the new version and we took the opportunity to add new features :)
Before going into the details of the improvements we have made to this application, please note that it is now possible by clicking on the configuration button:
From the Invoices and Credit Notes tab: to import the bank details of orders but also to filter orders with/without bank details.
From the Contracts tab: to import the bank details of contracts but also to filter contracts with/without bank details.
From the Payments tab: to import the bank details of purchases but also to filter purchases with/without bank details.
Invoices tab
Search by key words is available.
Almost all columns are now sortable.
Extraction: you have information on the date of the last extraction and the person who performed it. Also, when extracting the SEPA file from the Invoice tab, it is now possible to bulk modify the state of invoices and set the payment date.
Contracts tab
Formerly Salaries/Benefits/Expenses.
Perform a search by key words.
Two new columns have been added to give you a view of the validation state of expenses as well as the payment state of expenses.
The columns Resource, Contract, Expense validation and Paid expenses are now sortable.
Import: it is now possible to import the financial data of contracts
Extraction: you will have the possibility to choose what you want to extract (salaries, benefits, expenses), to indicate a payment date and, if necessary, to bulk set expenses to the Paid state. Also, you have information on the date of the last extraction and the person who performed it.
Payments tab
It is possible to perform a search by key words.
Almost all columns are now sortable.
Extraction: you will have the possibility to choose the payment date and also bulk modify the state of these items once the extraction is done. Also, you have information on the date of the last extraction and the person who performed it.
Credit Notes tab
It is possible to perform a search by key words.
Almost all columns are now sortable.
Extraction: you will have the possibility to choose the payment date and also bulk modify the state of these items once the extraction is done. Also, you have information on the date of the last extraction and the person who performed it.
AbsenceBalances
This application, as a reminder, allows you to update the absence balances for all your resources.
If you want to know more about how it works, I invite you to go to the dedicated tutorial.