Added

• Configuration parameters with JSON values
  • Switch between the form and the JSON text, which can be edited directly as well.
  • Compare versions: the stored, the edited and every former value from the history, line by line.
  • Customer groups and business units: compare versions as well (the stored format, with ids).
  • JSON values are stored compact; values of up to 100,000 characters no longer make the save fail at the history.
• Project groups: projects belonging together under a common parent project can be combined into a group on the customer groups page. The project filters of the order book, invoices, projects, cost 2, timesheets and order statistics offer the group like a single project; forecast, contribution margin and the Excel exports of the forecast, order book and invoice list show a project group column as soon as one of their projects belongs to a group.
• Visitor book: while a new visitor is entered, the name offers the visitors already recorded with it; picking one adds the visit to that visitor instead of creating a duplicate. The company names in use are completed, and the dialog of the first visit opens right after a new visitor is saved.
• Visitor book: a pinned filter shows the visitors with incomplete times of visit, e.g. a departure not entered yet. After a visit is saved, the list is shown again.

Improved

• List filters with a checklist (customer, project, business unit): they say that they only narrow the current result, are narrowed by the list's search term as well, and offer "choose from all" to pick values the current result doesn't contain. In the time sheet list they offer values without a period, too.
• Sipgate: downloading the configuration, synchronizing and resetting the contacts are now a menu of the System page (shown if Sipgate is configured); the separate Sipgate page and its menu entry are gone. While an action of the System page runs, a progress bar shows; the contact sync no longer reloads all synchronized addresses.
• Structure element fields: a click on the selected structure element opens the tree, like the pencil button. Order positions show the consumption bar of their structure element, which leads to its time sheets.
• User list: deactivated users are shown struck through.
• Mass updates of time sheets, invoices, incoming invoices, projects, addresses, access rights and liquidity entries link their log again: the log viewer shows what the run changed.

Changed

• Banking
  • Bank accounts, their transactions and the import of transactions migrated to the new interface. The import is a page of its own: choose the account, drop the csv file, check the preview with the differences to the stored transactions.
  • Transactions: the filter of bank accounts takes all selected accounts, not only the first one.
  • Bank accounts: the selection of an account shows its name.
  • The import of transactions is refused for an account without write access, and the account of a stored transaction can no longer be changed.
  • Import of transactions: a transaction without date, value date or amount is marked as faulty in the preview instead of being dropped silently (without date) or making the import fail, and the error of a transaction of another account is shown once.
• Import of incoming invoices
  • After committing, the import page stays open: the progress is shown there and the preview is reconciled again once the import is done.
• Creditor invoices: the old upload page of the CSV import has been removed; the import runs in the new interface.
• Job monitor migrated to the new interface: running and recently terminated background jobs with their progress, cancelling asks for confirmation first. After an import the page returns to the import once its job has finished, but only to a page of the same server. Old links are redirected.
• Memos migrated to the new interface: list and form. A memo stays visible to its owner only.
• Visitor book migrated to the new interface: list with the latest visit and the number of visits, form with the contact persons, visits entered in a dialog (preset with today and the current time). Deleting the last visit of a visitor no longer fails, and a visit can no longer be assigned to another visitor. Old links are redirected.
• The classic version of the address campaign values (list, mass update and the address form opened from it) has been removed; the new interface covers everything.
• Merlin Word® templates migrated to the new interface: list, admin form with the variables and the execution, single and serial.
• Links of former versions
  • Old links to pages of the former interfaces are only forwarded to the new pages if they were sent by mail or shared: orders, to-dos, vacation entries, data transfer, poll answers, the password change and the error overview of the system dashboard. The former start pages (login, calendar) and the direct call stay forwarded too. Bookmarks of other old pages no longer lead to the new ones and should be renewed.
  • The links of the reminder mails of polls ending soon (versions 8.0 and 8.1) lead to the answer page again.

Fixed

• Import of incoming invoices
  • An imported invoice no longer overwrites another stored invoice of the same creditor (number, date and currency of an older invoice were replaced).
  • Credit-card payment offsets (credit note on a credit-card clearing account) are skipped; their date becomes the paid date of the invoice if it has none. Other credit notes are imported with a negative amount.
  • A header-only import no longer offers stored invoices for deletion; a position import only those within its periods.
  • Warnings for a paid date before the invoice date and for invoices with EUR and another currency (EUR is taken).
  • An import with fewer positions than the stored invoice removes only the surplus positions; it deleted the whole invoice before.
  • The position import takes the paid date (the latest one if the positions differ, with a warning) and sets the amount paid to the gross sum of the invoice, less discount; a missing paid date keeps the stored one, as does a stored amount paid. Before, only the header import set the paid date.
  • A position without cost units in the import keeps its stored cost assignment; it was shown as modified after every import.
  • The comparison with the stored invoices is much faster, and the preview of a large file shows without a long wait.
  • DATEV files: tax rates and payment amounts in German format (e.g. "5,50", "1.234,56") are read correctly; a tax rate of 5.5 % was taken as 5 %.
• Number ranges: a range with customers and without configured segments shows its project and cost unit numbers by its digits (e.g. 7.0001.0 for one project digit) instead of 7.000.10.
• Project wizard: tabs and a pinned action bar as on the edit pages; the action step lists what will be set up (new customer, new project, path of the new structure elements, access rights) and what is still missing; the finish button is always clickable, and a progress bar shows while the setup runs.
• Phone call: calls from an external phone without an assigned number were refused by sipgate.
• Structure element fields show the new name and path right after a task was renamed or moved, without a reload.
• Amounts
  • The amounts of bank transactions and of liquidity entries and series are shown with two decimal places and the currency in the forms.
• The import of incoming invoices shows what changed in a modified row: the old and new value in every compared column, the gross amount included, and the changed fields without a column of their own (e.g. the paid date of a position-based file) in the status cell.
• Groups and team events no longer offer a link to the old interface: its pages no longer worked.
• Job monitor: the cancel button of a job is only offered to users allowed to cancel it; others saw a button without effect.

Removed

• The 2FA dialog of the old interface was removed: a second factor for protected actions is only asked for in the new interface. Pages of the old interface get an access denial instead, old links lead to the start page.