The latest version of our PSA and Small Business software will be updated on Wednesday, November 16th 2022 at 18:00 (UTC+2).
A break from using the software is recommended around the time of the update because temporary issues can appear during it.
Here's what's new:
Project statistics
The project overview now has a new project statistics view. It gathers together all important figures regarding a project's hours, activities, sales and invoicing. You are able to customize the view to fit your preferences by dragging the sections to a suitable order and/or hiding the unwanted sections completely. In addition, you can choose to hide certain figures from the overview if you don't find them necessary to your workflow. This way, you'll have a tailored project report that really suits your needs.
Mass invoicing
Mass invoicing enables the simultaneous creation of multiple invoices based on billable material within a selected timeframe – regardless of the project this material is targeted to. Mass invoicing also makes it easy to generate invoices for a specific account from all of its open billable material. With the mass invoicing tool, you can easily handle large amounts of billable material and generate invoices at once. This feature needs to be enabled from the invoicing settings, and afterwards the visibility of billable material in the mass invoicing view can be defined on a project level.
Updated overtime report
The overtime report has now been updated to be more clear and comprehensive. New, added columns give a better picture of the overtime balance changes.
Revenue recognition improvements
A new "Invoiced" section has been added to the revenue recognition view, making it possible to view already invoiced data as part of revenue recognition.
Invoice log
The returned error messages from our invoicing APIs are now logged and can be viewed in the invoice log.
Integration updates
Fortnox
It's now possible to use currencies other than Euro and the Swedish krona when the Fortnox integration is active.
Netvisor
The error messages have been improved and are now visible in the invoice log.
Talenom
The error messages have been improved and are now visible in the invoice log.
Coming soon
Features that we are currently working on and that will be launched with the upcoming releases:
- Two-factor authentication
- Event log view
We are also continuing our process of integrating Heeros PSA & Small Business into the Heeros product family.