Amsterdam, February 1, 2009
We are happy to announce the 2.5.2 version of your favorite workflow management tool. The new version introuduces a wide range of requested features and includes bugfixes for all reported issues.
What's new in 2.5.2?
Client management:
- Client 'language' field for use in templates to define default language
- Client 'tax' field allows for client
- specific tax settings for use in all templated documents
- Client 'second account manager' field containing default Quote owner per customer
- Client 'department' field for use in all templated documents
- Client 'invoice payment terms' field to specify per customer payment terms
- Client 'minimum rate' field
- Persons list can now be ordered by name
- Persons record allows to add salutations for use in all templated documents
- Overview tab includes now ALL open projects and/or last 5 customer projects
- Overview tab allows for much longer project names to improve readibilty
Quoting and project management
- Resource assigment search 'frees' resources involved in completed projects even if the deadline is not yet reached.
- New unit: fixed rate (template update required)
- New unit: minimum rate (template update required)
- Warning if the Quote amount is lower than the minimum rate
- 'Client reference' field in Quotes (template update required)
- Default language combination is now application
- wide and customizable through the settings file
- Tagging for projects tag cloud page
- Improved project search including tags
- Custom quote and project numbering that overrules default settings
- Editable Quote/Project creation date
- A possibility to provide lead time (in days) instead of a deadline. Espresso automatically calculates delivery dates based on the lead time (project duration).
- To do list is extended with the list of not yet assigned tasks.
- Quality feedback for delivered projects (positive, negative etc).
- Ontime/Delay feedback is moved to the Deliver Project page
- Uninvoiced projects are collapsed per default
- Improvements in assignments of single language tasks
- Selectable display of Client name in overviews
- Several bugfixes and changes to improve updateability
- Espresso/Mokka integration (RFQ workflow) improvements
Resources
- Assignments overview displays all currently engaged resources and lists all POs
- Link for automatic Skype dialling in Resource Search results.
- 'Resource feedback' field (included in Resource Search)
- 'Resource tools' field (included in Resource Search)
- Several bugfixes
Finance
- Resource invoices allows now to change the date and resource reference information
- Resource invoices adds a subtotal for selected invoices
- Resource invioces now displays uncompleted tasks in red
- Resource invoices adds selection per Location
- Resource invoices support several currencies
- Location selector for invoices
- Editing invoice date
- Custom invoice codes to overrule default settings
Other
- Business unit entity for customized reporting
- Various interface improvements.
The 2.5.2 version will replace the current 2.5.1 at all client installations with valid support contract starting from Ferbuary 1st 2009.