You can now change rates in actual costing lines as long as they have not been invoiced. You will see the changes in the lines to be invoiced.
You, for example, use this when employees have already entered actual costing lines or if the actual costing lines have been imported before the correct rates where known. You can already use this for lines with costs, work types and articles not held in stock but not for other lines.
You do this through the new Projects / Management / Revaluing actual costing function. Do not forget to authorise this.
The new Invoice instalments per project leader and Approval of actual costing per line per project leader pages in InSite now offer more insight for the project leader.
After changing the period table from, for example, month to week, the periods in the actual costing lines will also change.
You can now include attachments yourself in the PDF of the invoice. Examples are photos of receipts or invoices, designs, work agreements, etc. The attachment must have a PDF, bmp, gif, jpg or png format.
For the moment, this only applies to invoices in Order management and Projects. For this, the new field Bijlage samenvoegen met .pdf verkoopfactuur has been included in the sales relation profile.
Invoices in the Excel or Word formats can't be included as an attachment in the pdf.
Determining the origin of the attachments
You can configure where the attachments may come from with regard to the new function: only from actual costing or, for example, only from packing slips and sales orders.
For this, the Attachment issues field has been moved and made available at both automatic project invoices and sales invoices in the sales contact profile.
This functionality is also available in Order management. There is one difference: at Projects, you can also set up differently the issue of the attachment when compared with what you set up in the sales contact profile.
You now have even more options to collect your project invoices because now you can also set a collection period and method for each project.
The invoicing method must be set to Invoice per project for this.
You can also determine whether attachments will be added to the invoice and from which source. For example, receipts from the actual costings. If they are images, you can included them yourself in the PDF of the invoice.
Ook is het mogelijk te bepalen of er bijlagen bij de factuur worden toegevoegd, en uit welke bron. Bijvoorbeeld bonnetjes uit de nacalculaties. Als dat plaatjes zijn, kun je ze zelfs in de pdf van de factuur laten opnemen.
Before, you could use free dimensions for the rates for each sales contact, but this is not always effective towards the other functions (AFAS Pocket, custom fields).
If you configure this function again, you can easily create your rates for each sales contact. If you had already set up your rate bases including the rats, you must export and delete your current rates. Next, you can again reset the bases and rates with a sales contact and the fourth base.
There are two new methods for journalising work in progress (WIP). In addition, you can now set per project which work in progress method you want to use. You can even exclude a project from WIP.
Conversion:
If you already used WIP, the method is being converted to method 1 (Result based on project ready) as from Profit 8. One of the new WIP methods cannot be configured at a high level. You can, however, configure one of the new methods when you add new projects.
You can now change the time scale when entering hours via the calendar view in InSite. Possible time intervals are 6, 15 and 30 minutes. You will now also see at the top the total number of entered hours for each day.
This makes entering securely easier. The entry is, however, still recorded in half hours in Profit.
The Sales contact item code menu item is now also available in Projects (via Projects / Item / Sales contact item code). You can authorise this action.
You can now add the First allocated purchase order line field in the view with cost estimate lines to see which purchase order line has been linked. This veld is now available in the data set.
The new grouping Work type group has been added to Profit. This allows you to group work types in direct worktypes to be invoiced, worktypes to be invoiced directly, direct worktypes not to be invoiced and indirect worktypes. You can use these in reports.
Authorize this field in the Authorisation tool, Menu tab - Projects / Item / Groups, work type group.
Note:
Check if you need to modify the existing work type import definition because this field has been added.
The project return that is invoiced through subscriptions can now also be distributed in a transitory manner on the project in addition to the transitory distribution of subscriptions to Profit Financial.
Profit will automatically determine the year and period with regard to the import of actual costing with Projects / Management / Import Project / Actual costing if the import line only has the date.