Old definitions cannot be imported

Due to changes 'under the bonnet', it is not possible to import definitions exported in Profit 22 or an older version into Profit 1. This includes GetConnectors, import definitions, analyses, reports, documents (from the DocumentGenerator), views, alerts, entry layouts and message templates.

If you still have definitions that you want to use in Profit 1, import them into Profit 22 BEFORE starting the migration to Profit 1.

Calendar from Profit to InSite

The calendar is now available in InSite, instead of Profit. The old calendar set-up (such as appointment types and locations) remains the same so you do not need to do anything new. However, some steps have been added to put the calendar in InSite. If you were using the calendar in Profit, perform these steps so that you have the calendar in InSite.

Autorisation of organisations, persons, purchase and sales relations

The lay-out of tabs of organisations, persons purchase and sales relations has been optimised:  fields have been moved to the General tab, and therefore other tabs have been removed. Consequently, you'll have to check the autorisation of the tabs below, immediately after the migration to Profit 1. In the screenshots, you'll see the new fields.

Autorisation of organisations

The General tab has been expanded in Profit 1. This tab contains the following fields:

• Alle fields of the General and Organisation tabs in Profit 22 (these tabs no longer exist in Profit 1).
• The fields Part of organisation en Fiscal number of the Other tab.The Other tab has been renamed as the Remark tab.

What should you do:

• Users who were authorised for the General tab, gain more fields. Check if they should be allowed to view and change these fields.
• Users who were autorised for the Organisation tab in Profit 22, but not for the General tab, will not be able to view certain fields. Check if you can authorise these users for the General tab.

Autorisatie van personen

Het tabblad Algemeen is uitgebreid in Profit 1. Op dit tabblad zie alle velden van het tabblad Persoon in Profit 22 (dit tabblad bestaat niet meer in Profit 1).

The name of the Other tab has been changed to Personal details. The authorisation hasn't changed.

What should you do:

• Users who were authorised for the General tab, gain more fields. Check if they should be allowed to view and change these fields.
• Users who were autorised for the Person tab in Profit 22, but not for the General tab, will not be able to view certain fields. Check if you can authorise these users for the General tab.

Autorisatie van verkooprelatie en inkooprelatie

The General tab has been expanded in Profit 1. This tab contains all fields of the Organisation/person tab in Profit 22 (this tab no longer exists in Profit 1).

What should you do:

• Users who were authorised for the General tab, gain more fields. Check if they should be allowed to view and change these fields.
• Users who were autorised for the Organisation/person tab in Profit 22, but not for the General tab, will not be able to view certain fields. Check if you can authorise these users for the General tab.

HR / Payroll

'Mijn geldzaken' deactivated

From Profit 1, the link from Profit to 'Mijn geldzaken' is no longer available..

Projects

 Invoicing tabs merged

The fields regarding invoicing in the project properties can now be found on one Invoicing tab. The Invoicing 2 tab has therefore been cancelled and Invoicing 1 has been renamed to Invoicing.

Note:
Check the authorisation on the Invoicing tab and re-authorise if required.
Whether or not fields are visible on the tab in the project's properties depends on the settings in the context of the linked project profile..