Version 170
| Note | Program | Type |
|---|---|---|
| Fakturering: I fakturavisning er knappen "PDF-kopi" ikke længere deaktiveret. Ved tryk på knappen får man nu en besked om at filen med den fulde sti allerede eksisterer og man kan vælge at overskrive eller en besked om at stien ikke kan tilgås, hvis det er tilfældet. | Admin, DL, MAN, PL | Change |
| Fakturaarkiv - Marker Betalt : I fakturaarkivet kan kunder nu manuelt sætte faktura til værende betalt via højrekilksmenuen, selvom de har en integration til finanssystemet, hvor det kører automatisk. I kolonnen "Betalt", er der nu 3 stadier for checkboxene: 1. Tom hvid checkbox dvs. "Ikke betalt", kan manuelt sættes til betalt. 2. Hvid checkbox med flueben - manuelt sat til betalt, kan manuelt sættes til ikke betalt 3. Grå checkbox med flueben: betyder: sat af finansystem eller sat af programmet ved udligning. Holder man musen over en checkbox med flueben, kommer der et tooltip om hvem der har sat faktura til betalt(initialer eller 'Finanssystem') og dato for hvornår. Bemærk at hvis faktura er sat til betalt af programmet ved en udligning, siger tooltippet blot 'Ja'. Menupunktet for ændring af betalingsstatus, findes i bunden af højrekliksmenuen. Bemærk at hvis faktura er sat til værende betalt af programmet eller finanssystemet, så er dette menupunkt udgrået. | Admin | Feature |
| Medarbejder lukning/oprydning: Måske har I oplevet i forbindelse med lukning af en delsag, at en fratrådt medarbejders ikke afleverede timer har stået i vejen for at delsagen kunne lukkes. Tidligere har man så skullet genåbne medarbejderens timeseddel finde timerne og slette dem for at kunne lukke delsagen. Det er nu blevet nemmere at rydde op på bagkanten af at en medarbejder er fratrådt eller lukket. I Basis -> Organisation -> Medarbejdere har vi introduceret en ny funktion til at identificere medarbejdere, der ikke er lukket eller fratrådt korrekt, med det resultat at der er uafsluttede forhold som kan ”støje” på den ene eller den anden måde i oversigter og rapporter eller lignende. I Basis i medarbejderlisten vil der være en rød markør ud for de medarbejdere, hvor der er ”løse ender” det kan være ferie/afspadseringssaldi der ikke er nulstillet, fraværsplaner der ikke er slettet, timer der ikke er afleveret. Der undersøges også om lukkede eller fratrådte medarbejdere stadig står som projektleder på åbne sager eller delsager og om de stadig findes i valglister hvor de f.eks. kan indvælges som projektleder på nye sager. Over medarbejderlisten findes en knap ”Oprydning (xx)” med antallet af medarbejdere, hvor der kan være noget der skal ryddes op i og som kan være kilde til besvær med at danne retvisende oversigter. Knappen åbner en oversigt med medarbejderne og det er her man vil kunne udføre nogle af de ”oprydningsopgaver” det vil være hensigtsmæssige at få gjort. Der hvor det ikke er muligt at ”rydde op” direkte, vil man kunne se hvad der feks. mangler at blive nulstillet i ferie-/afspadseringsregnskabet, og via Administration -> Ferie/afspadsering kan man i kladderne nulstille de saldi der mangler nulstilling. For fratrådte medarbejdere vil det være muligt at nulstille puljerne ved at bruge nulstillingsfunktionen, der nu er indbygget i medarbejderoprydning. | Basic | Feature |
| Sandsynlighedsdelsager: En fastprissag der er markeret som sandsynlighedssag, viser nu ikke advarsel for manglende rateplan i Honorardisponering og Fakturering>Fakturaforslag. | Admin, DL, MAN, PL | Bugfix |
| Fakturering: I fakturerings-billedet (fakturakladder) er der introduceret en ny knap i nederste del af siden: "Jeg er " - f.eks. PL/PLD. Dette gør det muligt at se hvilket filter, der er på oversigten. | Admin | Change |
| Fakturering: Hostede kunder og kunder med Web-certificat får nu samlet eksterne pdf bilag og fakturaens pdf bilag i et hoveddokument, så der afsendes en samlet pdf, når der faktureres via email. Elektronisk fakturering samler nu også faktura, timebilag og udlægsbilag i et samlet hoveddokument, så der kun er én pdf, der afsendes men som indeholder det hele. | Admin | Change |
| Sagskort og kundeoplyninger: Man kan nu skifte kunde, selvom man som bruger ikke har ret til at oprette/redigere kunder. I Kundeindvalgsliste er der tilføjet ekstra kolonner med kundeinfo, svarende til listen over kunder i Basis. Tidligere manglede visse oplysninger så projektlederne der ikke har adgang til Basis skulle ind på kundekortet for at se og finde oplysninger om kunderne. Nu har projektlederne adgang til de nødvendige data vedr. kunderne i projektleder programmet. | Admin, DL, PL | Change |
| Fakturaarkiv i højrekliksmenu I fakturaarkiv for specifik sag/delsag, somåbnes gennem højrekliksmenu i fx. honorardisponering og planlægning er der tilføjet kolonne med betalingsnotat. | Admin, DL, MAN, PL | Change |
| Fakturaforslag Der er tilføjet tabel med betaler info og gult highlight, hvis der er sat en anden faktura email på delsagskortet. Her vil f.eks. projektlederen der skal danne fakturaforslag kunne se hvilke kontaktinformationer, der vil blive brugt, når der dannes en faktura. Tabellen står under listen der viser fakturaforslag på delsagen. | Admin, PL | Change |
| Aftalestatistik: Hvem og Hvornår er tilføjet til aftalestatistik så man i aftalestatistikken kan sortere og filtrere på initialerne for hvem der har registreret eller ændret i aftalelinjerne og se hvilke ændringer der er sket hvornår. | Admin | Feature |
| Fakturaforslag: For at undgå at timer på fast pris delsager bliver afskrevet ved en fejl, fordi det forveksles med funktionen til at godkende timerne til fakturering, er knappen for timer ikke længere fremhævet med gul baggrundsfarve, når det er en fast pris delsag. Der kommer også en advarsel hvis bruger forsøger at afskrive timer. Man vil stadig kunne finde delsager hvor der er registreret timer siden der sidst blev faktureret på delsagen ved at filtrere på markeringen Faktureringsgundlag i listen og i kolonnen: Fast pris ikke afdækket kan beløbet svarende til de timer der er registreret siden sidste rate fakturering ses. | Admin, PL | Change |
| Honorardisponering gemte visninger: Honorardisponering har fået et nyt menupunkt til Visninger. Menuen over listen, der hedder ”Vis” giver nu mulighed for at vælge ”Kolonner” – det giver adgang til den tidligere Vis menu, hvor kolonner vælges til og fra i forhold til om de ønskes vist i Honorardisponering. Det andet menupunkt ”Visninger” er nyt og det giver mulighed for at gemme og hente forskellige opsætninger af Honorardisponering. Det der kan gemmes som en visning er valg af kolonner der er vist, filtreringsvalg, sorteringen, om summeringen i bunden af oversigten er vist eller ej og hvordan beløb vises, altså om beløb vises i hele tusinder eller som det præcise beløb. Visninger oprettes med et navn/beskrivelse og der er mulighed for at angive en visning som standard, så den vil være den foretrukne indgangsvisning. Visninger oprettes med en ejer, som er den der har oprettet visningen, og det er kun ejeren der kan ændre opsætningen. Visninger kan nemlig deles mellem brugere. Det betyder at I kan vælge en Visning som anbefalet til projektlederne, en til sagsadministratorerne, teamlederne eller afdelingslederne og økonomiafdelingen kan have sin foretrukne visningsindstilling. Listen med visninger vil altid være filtreret til brugerens egne visninger. Ved at ophæve filtreringen på Ejer får man adgang til andre Ejers visninger. Formålet med at introducere Visninger er at kunne have forskellige favorit indstillinger, som det er nemt at skifte imellem uden at skulle filtrere og sortere og huske hver gang, hvordan var det nu opsætningen skulle være. Behovet for at kunne gemme visninger er især blevet aktuelt i forbindelse med at Honorardisponering bruges fx af en projectcontroller til at gennemgå delsagerne med projektlederne eller CFO’en bruger at eksportere Honoradisponering til brug i månedsrapporteringen, hvor det er bestemte kolonner der skal med hver gang og et andet sæt kolonner er relevant i det daglige arbejde. Den fleksibilitet er giver Visninger nu mulighed for. | DL, MAN, PL | Feature |
| Honorardisponering eksport til excel: Når man eksporterer fra Honorardisponering, bliver udråbstegnet ('!') i advarselskolonnerne nu eksporteret indeholdende det beløb, der giver anledning til udråbstegnet. Det kan fx være det beløb som ”Afsat til underrådgiver” er overskredet med eller det beløb ”Honorar tilbage til eget arbejde” er overskredet med. Kolonnerne eksporteres nu også med overskrifter svarende til det som advarslen/udråbstegnet handler om. | DL, MAN, PL | Change |
| Honorardisponering to nye kolonner: I Honorardisponering er der kommet to nye kolonner: F% og Faktureringsdifference. F% viser færdiggørelsesprocenten for delsagen beregnet som forholdet mellem den forbrugte kostpris og den totale kostpris for timeforbruget på delsagen. F% vil således angive den forbrugte timekostpris’ procentuelle andel af delsagens samlede kostpris, som består af forbrugte timers kostpris plus planlagte timers kostpris. Faktureringsdifference er beregnet som forskellen mellem salgsprisværdien af timerne, der er registreret på delsagen og det fakturerede beløb hvad angår eget honorar. Hvis faktureringsdifferencen er et negativt beløb, så er vi forud med at fakturere kunden, hvis beløbet er positivt, så er vi bagud. Både F% og Faktureringsdifference findes allerede i rapporten ”Forventede SF”, hvor overskrifterne i rapporten er henholdsvis F% og Diff. Beregningen bag og tallene vil være de samme i kolonnerne i Honorardisponering og i rapporten. Ved at have kolonnerne F% og Faktureringsdifference direkte i Honorardisponering er det muligt at filtrere og sortere og dermed bruge tallene i forbindelse med opfølgning på delsagernes økonomi og stade. Det er herved også blevet muligt at få tallene fra de nye kolonner med, når oversigten eksporteres fx til Excel. | DL, MAN, PL | Feature |
| Fakturering: Forbedret sporing af fejl i forbindelse med dannelse af Pdf bilag af faktura og øvrige bilag til fakturaen. I Fakturaarkiv>Kopi/bilag er der tilføjet markører ved siden af faktura og de forskellige bilagstyper med nedenstående farvekoder: • Grøn - der er oprettet en PDF fil • Gul - der er ikke oprettet en PDF fil • Rød – mappen hvor PDF filerne skal gemmes kan ikke findes • Sort - mappen findes, men brugeren har ikke skriverettigheder • Blå - der er oprettet en PDF, men den er på 0 kb - så noget gik galt under oprettelsen. | Admin, PL | Change |
| Planlægning af fravær for medarbejder: I Basis -> Organisation -> Medarbejdere har vi introduceret en ny funktion til planlægning af ferie eller andet fravær for medarbejderne istedet for at de selv gør det via manuel indtastning i timesedlen. Over medarbejderlisten er der en ny knap "Planlæg fravær", som åbner en formular til planlægning af fravær for den valgte medarbejder. Der kan planlægges fravær for alle typer fravær, hvor det giver mening og forudsat der er oprettet en sag, som er fikseret som fravær til det. Medarbejderen skal være bemandet på fraværsaktiviteten for at der kan planlægges fravær. Ved at bruge datovælgeren vælges perioden fraværet skal planlægges i. Når datointervallet er valgt, vil højre side af skærmen vise en liste over timer medarbejderen har forudindtastet i sin timeseddel. Det kan være fx møder/arbejde/ferie som medarbejderen selv har planlagt. Disse forudindtastede timer bliver slettet og erstattet med det fravær, der indsættes ved planlægning af fravær via Basis. Der oprettes fravær på alle dage svarende til medarbejderens normtid under hensyntagen til helligdage. Hvis medarbejderen er timelønnet, oprettes der fravær på "0" timer på alle hverdage, så man i fraværsplanen stadig kan se at medarbejderen er til rådighed. Planlægning af fravær for flere medarbejdere: Hvis man skal planlægge sommerferie, studietur, jubilæum eller andet fravær for flere medarbejdere, kan man gøre det nemt ved at fastholde perioden og navigere gennem medarbejderlisten med pil-tasterne og blot trykke på "Indsæt fravær". | Basic | Feature |
Version 168
| Note | Program | Type |
|---|---|---|
| Et tegn 168 | Basic | Feature |
Version 160
| Note | Program | Type |
|---|---|---|
| Revision of percentage completed invoicing. | Admin, PL | Change |
| New filtering option in planning interface: Fileter to current project. Shortcut: alt-S | DL, MAN, PL | Feature |
Version 156
| Note | Program | Type |
|---|---|---|
| We have rebuild the foundation for the planning module and optimised all the functions. All our clients will notice a perceptible improved speed when opening, unfolding project plans, unfolding staffing plans and all other parts of operating the module | DL, MAN, PL | Feature |
| Worst of all worst cases. The updated planning module includes in the work package all unspend budgets as well as any budget exceeding in the expected final economy. In that way, AutoPilot shows the worst possible final economy for the work package and, for example, no longer imagines that budget exceedings in the current period will be balanced out by future budgets. By showing the worst possible final economy it makes it possible for the project management to exhibit due diligence as early as possible by revising the work package ETC. | DL, MAN, PL | Feature |
| The planning module now contains an overall area that provides a clear overview of the expected final economy of the work package. The area consists of the columns: Fee, Spent, Current rest, price for ETC and Prognosis for the final economy of the work package. Data concerning fee and expenditure will continue to be provided automatically from the fee module and the time sheets of the employees. The column area is based on common business principles: What is our fee, how much did we spend until now, What is left for the completion, How much does the estimate to complete cost and is the money for this sufficient. | DL, MAN, PL | Feature |
| The planning module: New column: Fee %. If your fee is distributed to the activities of the work package, the new colum shows the distribution in percentage. | DL, MAN, PL | Feature |
| Increased opportunity for work package filtering in the planning module: It is now possible to filter based on: The selected project The selected work package Chargeable work packages Non-chargeable work packages Aquisition work packages Work packages in pipeline Work packages with ETC Favourites | DL, MAN, PL | Feature |
| The planning module: 2 new shortcuts: Alt-t: Filter to marked work package F5: Refresh Home: First period of the planning End: Last period of the planning Ctrl-Home: First employee in the list Ctrl-End: Last employee in the list | DL, MAN, PL | Feature |
| The planning module: Numbers of columns in the past and number of columns in the future: It is now possible to simply enter the number of columns to be shown. | DL, MAN, PL | Feature |
| Favourites in planning: When selecting Favourites, it is now possible to select and deselect all. | DL, MAN, PL | Feature |
| The planning module: New difference column. The new difference column is the end of the principle that some refer to as "the snowplow". The column makes it clear, how many of the hours you planned to spend up to the current period, that you did not use. The column also shows, if you spend more hours than planned. The differencde is documented by 2 other columns. The total budget up to the current period. Spent up to the current period. | DL, MAN, PL | Feature |
| The editing selections in the planning module. Depending on the individual client's configuration, more editing selections exist for the data entry of ETC's. The existing and classical, where the data entry in the ETC calendar updates the ETC. 3 new editing selections that all have in common that they move budgets: From the new difference column and into the calendar Back and forth between the budget employee and the employee Back and forth between non distributed and calendar | DL, MAN, PL | Feature |
| The planning module: Data entry for a budget that is to be applied for many periods: A shortcut now makes it possible to do this directly in the planning calendar: Enter the number of periods and the desired budget. The function works with all editing selections. | DL, MAN, PL | Feature |
| The planning module: Limit based on capacity: This function is activated by ticking of the box. If the function is active, the programme automatically reduces budgets that exceeds the capacity of the employee in question. | DL, MAN, PL | Feature |
| The planning module: New function that can delete all budgets. A new shortcut has been created that can delete all the budgets that may be on the planning level you are currently working on. For example, you can delete all budgets fot all employees staffed on a specific activity. | DL, MAN, PL | Feature |
| The planning module: Move budget area. The transfer from the undistributed hoursbudget to the calendar distributed budget is now activated by pressing the left arrow. The budget is now placed in the column "Not distributed". Similary, the other way around, by pressing the right arrow. The transfer from activity budget to employee budget is activated the same way by pressing the down arrow. The budget is as previously placed on a yellow helpline. As something new the budgets are now counted down as they are placed on the employees. The same is the case from work package level to activity level. | DL, MAN, PL | Feature |
| The planning module: Accelerate or defer budgets. New function, where the user based on a period can choose to select the date, which the budget should be moved to/deferred to. This new function can also - under certain conditions - defer budgets that lie in the past. | DL, MAN, PL | Feature |
| The planning module: New function, if the start of budget planning comes after expenditure start. The programme automatically outbalances alle the hours submitted with the corresponding budgets for all employees on the activity in question. Self-assigned employees will always be shown with an excess expenditure and create a warning. | DL, MAN, PL | Feature |
| The planning module: New function that for a budget row is able to add a given number of hours or deduct a given number of hours. If the function "limit to enployee capacity" is activated, this function will work with this new function. | DL, MAN, PL | Feature |
| The planning module: Improved graph for business capacity and budget. The graph now shows the total budgets divided into chargeable, non-chargeable and pipeline. Furthermore the graph returns for the clients that use loan employees. | DL, MAN, PL | Feature |
| The planning module: New graphic indication of whether the project package has a start balance. If the project package has a start balance, there is a special graphic indication in the column "Spent". A tooltip shows the size of Spent start balance. | DL, MAN, PL | Feature |
| The planning module: New graphic indication of whether the project package has loan employees. If the project package has loan employees, there is a special graphic indication in the column "expected current rate of return". | DL, MAN, PL | Feature |
| The planning module: The colour codes for employees in the staffing plan: The background colour now varies according to: Budget employee Own employee Loan employee Resigned own employee | DL, MAN, PL | Feature |
| The planning module: Exclamation point for excess expenditure has now been divided into 3: Excess expenditure up to the current period Excess expenditure in current period Excess expenditure for the undistributed hours budget (non-calendar distributed budgets) | DL, MAN, PL | Feature |
| The planning module: New right click function: Print expected current rate of return for the current project: This function creates a print containing all work packages - both open and closed - for the project in question. As usual the print can then be grouped after the requiered dimensions. | DL, MAN, PL | Feature |
| The planning module: New function for the Preview function. It is now possible to save the configuration of the planning picture concerning the selection of visible columns and their width. In this way it is possible to reuse the configuration that suits your needs. | DL, MAN, PL | Feature |
| The planning module: If you use loan employees. The economy columns concerning Spent and the ETC: It is now optional possible: To show them together for own employees and loan employees. To show them divided into own employees and loan employees. | DL, MAN, PL | Feature |
| The planning module: Pipeline work packages are now listed with other work packages in the same project | DL, MAN, PL | Change |
| The planning module: New filter function that depends on the configuration of the activity lines. In its outmost consequence this function makes it possible to control any large project case with 1 work package. This is due to the fact that it is possible to configure the activities, so they contain a phase dimension and a department dimension (for clients with departments). The filter function makes it possible for the planning picture to work with a part of a work package belonging to a specific phase, just like it is possible for clients with departments to work with the specific department's part of the work package. | DL, MAN, PL | Feature |
| Administration - processing of invoice proposal. The list of invoices now contains information about who created the invoice proposal and who send the invoice for final invoicing | Admin | Feature |
| Administration - The invoice archive. The list of invoices now contains information about who recorded the invoice | Admin | Feature |
| Delivery status. Loan employees marked as "locked" are no longer shown | DL, MAN, PL | Feature |
| Work package - U tag. It is now possible to lock the U tag of a work package, so that it is only certain employees - who can be allocated on a list - that are able to change it. This can for instance be used in way, where the project management decides the U tag of a work package the first time, and afterwards a controller can check the quality of the tag and lock it, so that the project management is uanble to change the value | Config, DL, MAN, PL | Feature |
| Invoice proposal. Now loads faster | Admin | Feature |
| The project index card. Now loads faster | Admin, DL, MAN, PL | Feature |
| Continous training module. The report now shows a currency symbol for the base currency of the system | Admin | Bugfix |
| Specification of duty to record. It is now possible to specify the duty to record for each activity | DL, MAN, PL | Feature |
| Start date for new prices list for loan employess. It is now possible to create a random start date | Basic | Feature |
| Maintenance. The program now contains an overview of which version of the individual AutoPilot modules, you are running | Maintenance | Feature |
| Performance time submission. Graphic overview to be used by the controllers. Total overview of the average number of days between expenditure and submission for each employee. | Web employee | Feature |
| Access Graphic overview to be used by the controllers. Overall view of the allocated programme access for each employee. | Web employee | Feature |
| Project manager jobs Graphic overview to be used by the controllers. Overall view of the allocated jobs for each of the individual project managers. Project creation Fee breakdown Planning Invoice proposal | Web employee | Feature |
| New cloud service based controller system: The system produces to do and attention lists to project leaders and to controllers. The list is individually set up for each of our clients containing a mix of the many different checks that the service can do. All according to the needs of each of our clients. | Web project | Feature |
| New web based dashboard. For a given work package, it graphically shows the devellopment in time of a series of key figures: The fee agreement, expenditure and estimate to complete for own work, subcontractor expenditure and future obligations, expenditure of other costs. It also shows a graph of the development in time of the current rate of return. The selection of work packages to choose between is governed by the users role - controller, team leader or project leader. | Web project | Feature |
| Business performance. Graphic business overview to be used by the management, department management and the Board of directors. The overview shows the development over time of central economical key figures, including: Spend employee cost price - per period and accumulated to date. Value created - per period and accumulated to date. Development in contribution margin - per period and accumulated to date. Development in production factor - per period and accumulated to date | Web Company | Feature |
| Performance time submission. Graphic overview to be used by the management, department management and the Board of directors. The overview shows the development over time of the average number of days between expenditure and submission - for the entire group of employees. | Web Company | Feature |
| Development in annual leave/TOIL Graphic overview to be used by the management, department management and the Board of directors. The overview shows the development over time of the employees' total right to annual leave/TOIL | Web Company | Feature |
| Capacity in terms of planning. Graphic business overview to be used by the management, department management and the Board of directors. The overview shows the development over time of the future capacity compared to the future planning. The overview shows a list of the existing probalilities for each pipeline work package. | Web Company | Feature |
Version 155
| Note | Program | Type |
|---|---|---|
| Work packages can now individually be set as debtable or undebtable | Admin, DL, MAN, PL, TS | Change |
| Work packages can now be assigned to a location | Admin, DL, MAN, PL | Feature |
| Notes can now be specified obligatory on individual activities | TS | Feature |
| Vaious improvements in new functionality regarding special price lists. | Basic | Change |
| Work In Progress is now able to show change in costprice and value year to date. When you hvae created the first work in progress statement of the year, you can push a button reading ultimo values regarding cost and value of own work from the previous statement. | Admin | Feature |
| It is now possible to enable attachment of an e-mail signature to e-mails send from the AutoPilot invoicing system and e-mails send from the plan of absence. | Admin | Feature |
| Vaious improvements in new invoice reminder system offered in connection to cloudbased finance systems, | Admin | Feature |
| Optionally may value statements now be done per each activity of a work package. To use the option it must be activated in configuration. The use of this functionality requires the fee on each and every work package to be distributed to the activities of the work package. | MAN | Feature |
| Various improvements of layouts and texts | Admin, Basic, DL, MAN, PL, TS | Change |
| Corrected error regarding Employee continous development accounts | Admin | Bugfix |
Version 154
| Note | Program | Type |
|---|---|---|
| New user interface creating and maintaining special price lists. Special price lists are client pricelists, project price lists and work package price lists. The user interface gathers all special pricelist in one single view. Its possible to create new price lists, to maintain existing price lists and to close a pricelist. | Basic | Feature |
| New columns in value analysis -> Rate of returns in new snapshot: Work package department and work package note | DL, MAN | Feature |
| New grouping in Print expected current rates of return: Now the print may be grouped by work package department | DL, MAN, PL | Feature |
| Capcaity may now be filtered by employee statistics 1 or employee statistics 2 | DL, MAN, PL | Feature |
Version 153
| Note | Program | Type |
|---|---|---|
| Option to display sales prices on the hour voucher. It is now possible to display sales prices on the hour voucher. The option must usually be turned on in configuration - Misc. 1 below the frame hour voucher. Subsequently, the option is activated in the invoice layout of the specific work package. | Admin, PL | Feature |
| New view in Planning When expanding a work package at activity level and further to staffing plans, the name of employees and activities are now in the same column as the name of the work package. This provides a better and more organised overview of how the work package is structured regarding activities and staffing of activities. Furthermore, the display of the last possible option for expansion, which shows how else the employee is budgeted - has been greatly improved. | DL, MAN, PL | Feature |
| Speed improvement at update of all types of master data. We have improved the database's procedures for maintenance of integrity in the database. This results in a marked improvement in speed when updating all types of master data. | Admin, Basic | Feature |
| API based link to cloud based financial management systems: Automatic transfer of debtor invoices from AutoPilot to the financial management system | Web Company | Feature |
| API based link to cloud based financial management systems: Automatic transfer of creditor invoices from the financial management system to AutoPilot | Web Company | Feature |
| API based link to cloud based financial management systems: Automatic updating of payment status of invoices in AutoPilot based on payment status in the financial management system | Web Company | Feature |
| Default value of "Name of work package on invoice" In Configuration - Invoice - you are now able to state if the invoice layout of a new work package should automatically display "Work package name on invoice" or not. | Admin, PL | Feature |
| Automated reminder email to employees who have not handed in their timesheet the last X days. X is optional - for example, can be set to 2. | Web employee | Feature |
| Option for submission of timesheet ahead of time for employees who leave at the end of the current month. It is a requirement that all registrations are registrations of absence. | Web employee | Feature |
| Automatic submission of timesheets of employees who are on annual leave or who are absent due to other kinds of leave. | Web employee | Feature |
| Issuing invoices which are not linked to any project: If the invoice is not related to any project, then the standard invoice email address of the client is used now. | Admin | Feature |
| Cost price in foreign currency, Currency code and Exchange rate have been added to View in the voucher list | Admin | Feature |
| Option to select obligatory note for new work package when transferring hours. | Admin | Feature |
| Plan of absence can now be displayed in Planning. Here it displays the future plans of absence of those employees that are staffed on the given work package. You activate it by using the right-click menu in Planning | DL, MAN, PL | Feature |
| Simplified error messages for "Remove employee" in Planning | DL, MAN, PL | Feature |
| New display in plan of absence. In the Administration module you are now able to view realised absence of employees back in time. You are still able to, as usual, to view employees' future plans for absence. The date of demarcation between realised and planned absence is obviously the latest date of submission of each employee. | Admin | Feature |
| Planning: Column for work package note has been added. | DL, MAN, PL | Feature |
| New plan of absence In the new plan of absence you can select how many weeks you wish to view. You can select to view between 1 to 15 weeks. Furthermore, you can select which week the overview should start from too. | Admin, DL, PL | Feature |
| WPL in timesheet An error has been corrected which caused WPL to not display correctly in the timesheet. | TS | Bugfix |
Version 151
| Note | Program | Type |
|---|---|---|
| Work package prognosis in currency. The Work package prognosis can now at users choice be displayed either in foreign currency or basic currecy. | Admin, DL, MAN, PL | Feature |
| If the Work package is in foreign currency: Prices on a Work package Price list is now entered in the foreign currency | Basic | Feature |
| New controller report regading the distribution of own fee to activities/stages | MAN | Feature |
| New controller report regarding the amount of subcontrated Work set aside in the fee break Down. | MAN | Feature |
| New frontend to the spendings statistics. The amount of data that the system can deal with is increased by 300 pct. | Admin | Feature |
| Registration of subcontracted Work. Selecting future budgets. Under certain circumstances a budget could erroneously be represented more than once. Now any budget will only occur once. | Admin | Bugfix |
| If you use finance units in AutoPilot: Registration of subcontracted Work and other expenses. The ledger can now be preset to book expences to a given finance unit. | Admin | Feature |
| Registrating expenses on the project for CPD. A warning is now issued if the expence is not attached to an employee | Admin | Feature |
| Emailing invoices. It is now in general possible to attach any kind of files. | Admin | Feature |
| Paying ledger time off in lieue. If an employee is going to pay for the time off himself the ledger can now add a specific numer of hours to the employess account for time off in lieue. | Admin | Feature |
| Link to E-conomic. AutoPilot now supports link to E-conomic without any use of files. The new link includes link of debtors and suppliers as well as link of sales and buying transactions - all from AutoPilot to E-conomic. Furthermore it contains a link of whether specific invoices are paid by the client - this is from E-conomic to AutoPilot. | Admin | Feature |
| Use of finance units: It is now possible that invoice documents from a given finance unit is marked with finance unit specific information | Admin | Feature |
| Employee Card: The specification of whether a given project leader has access to the fee break Down is now actually taking into consideration of the project leader user interface. | PL | Bugfix |
| Fee agreement. Internal transfer of fees between Work packages. It is now possible to maintain the full agreement and invoice it on one Work package, while part of the fee is planned and used on other Work packages of the project. | DL, MAN, PL | Feature |
| Price categories. For selected employees it is now possible to specify another Price category than default on customer, project and Work packages Price lists | Basic | Feature |
| Invoice proposals: Warnings are now avilable if the sum of the installplan differs from the fee agreement. | Admin, DL, MAN, PL | Feature |
| Invoice proposals: Warnings are now available if an invoice proposal is created but not submitted for invoicing | Admin, PL | Feature |
Version 150
| Note | Program | Type |
|---|---|---|
| Improved keybord on mobil units | Web timesheet | Feature |
| Ensure that the note field has been written if this is mandatory | Web timesheet | Feature |
