Adjust page in InSite by project group/team role

Project pages for consulting a project in InSite can be team role- or project group-specific.

For the project groups and team roles in which the field Project group page for InSite or Team role page for InSite is 'on', Profit will automatically create Adjust pages for InSite on the transition to Profit 3, in addition to the already existing Show pages.

At the same time, in addition to Projects pages, Profit will also add Work order and Customer agreement pages.

Booking hours via a wizard

Booking hours and costs via a few easy steps was already available in AFAS Pocket. Now you can also use this in InSite. After a simple adjustment in the booking layout, your employees can quickly book their hours via a wizard!

Change purchase invoice security code

It is now possible to change the project entry through InSite while reviewing the workflow purchase invoice. In Profit, you can go directly to the project entry instead of opening the journal entry first. For this purpose, the Adjust project entry page has been added in InSite. These are the Item code and Description fields in InSite. In Profit, you can change the entire project entry.

Previously, this could only be done in a cumbersome way by changing the journal entry in Profit. With this new option, you can now quickly complete a change.

In addition, the project booking can now be consulted, even if the financial period of the journal entry is blocked. Changing is still not possible because the journal entry and the project booking must match.

More great functionality

• Validity Combinations via UpdateConnector (Dutch)
  You can now use a beautiful new UpdateConnector to add, change and remove Validity Combinations. The overview of new connectors and the details can now be found in the API Docs.
   
• Error handling when journalizing and providing via queue

  The provision and journalization of invoices, quotations, orders, subscriptions, courses, etc. (supply sources) is done via the queue. This task will now be completed successfully, even if there are errors. If there is an error, you will see a brief error message in the queue and a more extensive one at the provision source. The views with unprocessed lines at the source have been expanded with two new fields for this purpose: Journalizing error message and Provision error message.

• Counter for Invoice Proposal
  With invoice proposals for bill of quantities and terms, it is now possible to link counters. This gives you more freedom, for example by creating different ones per year. Previously, only autonumbering was possible.
   
• Connection of changes in subadministrations and Financial
  A nice new connection has been made between the financial journal entries and the subadministrations CRM, Order management, Projects and Subscriptions. This way you have easier and more extensive insight into the mutations of the subadministrations in Financial. You have this insight on new tabs in the properties of financial mutations, journal entries and journal entry lines.