New in Profit 9

Projecten


Invoicing frequency

You can now configure as from which date the project invoice lines may be invoiced. Two new fields have been added for this in the sales contact profile and in the project properties: 

  • Select the period table in accordance with which frequency you want to invoice at invoicing frequency. For example, 'Week Projects' if you want to invoice on a weekly basis.
  • At Invoicing frequency additional days, enter the number of days after the start of the next period of the applicable period table the invoice can be invoiced. 


In our example, 29 June falls in week 26, week 27 is the next week and 2 days after the first day of this week is 4 July, the day as from when you can invoice the line. You can see this in the Can be invoiced from field at Automatic invoicing. 

This new function is not related to the settings for collecting project invoices.


Components moved/renamed

The following components in the project properties have been moved/renamed:

  • There is a new Invoicing 2 tab. 
  • The name of the Invoicing tab has been changed to Invoicing 1.
  • If you had already been given authorisation for the Invoicing tab, you will be authorised for both new tabs after the conversion.
  • The Contact project invoice, Contact invoice proposal, Collection period, Collection method, Attachment issue and Crediting method fields of the Issued tab have been moved to Invoicing 2.

The Sales invoice bank account field of the Invoicing tab has been moved to the General tab in the sales contact profile.




Reimports

You can now reimport rejected lines from the Actual costing import after you have changed them in the file. The new Reimport action has been added for this in the view for consulting the history of imports.

Advantages:

  • Insight into what was completed correctly and incorrectly
  • Errors can be easily resolved


This is only possible for imports of the Actual costing type and under specific conditions. This must be authorised first.



Work in progress optimisations 


It is now possible to also define and journalise the intermediate result per project in relation to project with WIP method 3 (Percentage of Completion) where you define the project progress per project phase. 

Entries on projects with a POC method based on project phases with charging 1 or 2 (to charge and not to charge) will receive the journal entries in accordance with method 2 (NTF).

Optimisations

Work-type group

The Work type group field has now been added in the work type properties and the new wizard correctly.

 This allows you to categorise your work types into:

  • Direct billable
  • Direct not billable
  • indirect work types

You can, subsequently, use this in your reports.

 This must first be authorised.






Option when issuing an attachment for project invoices

The Do not issue attachments option in relation to the 'Issue attachment' field under the Collect project invoices automatically header has had its name changed. Now it is called: Provide all attachments from the invoice. Only the extra attachment(s) from the header of the invoice will be issued with regard to this option.


Subscription invoices - Deviating contacts

Profit will now use the deviating contact in the subscription invoice from the subscriptions that are collected (the sales contact profile has the Activated collecting based on invoice field). The condition to be met within this context is that the deviating contact must be the same for all subscriptions.

Previously, Profit used the default contact when collecting.