Release notes 2020
This document highlights the improvements and enhancements we have recently made so you can easily stay up to date about what is new with VOGSY.
This is our initial release and as such it covers the entire year of 2020. Future release notes should occur on a monthly basis.
Front office updates
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New project notification We added the Cap is changed notification option to the Settings page. When a project’s cap is updated, the members of the project team will be sent notifications according to the settings options. This notification is turned on by default for feed and push notifications. See Notifications to learn more about managing notifications. |
Project Manager |
Projects |
Surcharges and discounts We removed the Show discount and surcharge on project invoices per setting from the project configuration page. The Add discount/surcharge setting on the deliverable configuration page now determines whether its discounts or surcharges are shown on the invoice. |
Project Manager |
Projects, Invoices |
New timesheet setting We added a setting that controls the rounding of time entries to quarters of an hour. See Timesheet rounding for more information. |
Professional |
Timesheets |
Improved Revenue forecast chart You can view the following new subcategories by clicking the Unplanned order book category on the Revenue forecast chart:
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Manager |
Charts |
Placeholders for project planning If you want to start planning for a project, but don’t yet know which resources to assign, use a placeholder to reserve the hours necessary to complete the activities. This will allow you to get more insight into the work that will be needed to deliver the project. Later, as needed, you can assign resources to replace the placeholders. See Placeholders for more information. |
Project Manager |
Planning |
New project action By default, a project’s payment conditions match the payment conditions on the configuration page of the project’s customer. We added the Specify payment condition to the project page’s Additional Actions list to allow you to change the payment terms for the project only. |
Project Manager |
Projects |
Expense reimbursement is optional By default, an expense that you report will be reimbursed and an accounts payable record will be created with the reimbursee listed as the creditor. We have added a checkbox to the New Expense form that lets you indicate whether the expense should be reimbursed or not. |
Professional |
Expenses |
A new chart We created a new chart called Billable vs. non billable hours that gives you detailed insight into how efficiently your employees are using their work hours. |
Manager |
Charts |
Pre-filled timesheets We added a new option the Employee settings page that determines if VOGSY should update timesheets based on the hours set during planning, or if the employee should do it manually. |
Professional |
Timesheets |
Back office updates
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Booking periods When approving time entries, the booking period is determined by the date of the time entry instead of the date of approval of the time entries. Doing it this way eliminates the inaccuracies that can arise when the time span between the creation of a time entry and its approval becomes too large. |
Timesheets |
Uploading invoices to Exact accounting software When VOGSY creates an accounts receivable or an accounts payable in Exact, VOGSY also uploads the relevant project or purchase invoices that were used to justify the creation of the accounts. |
Integrations, Exact |
Improved integration with Exact We improved VOGSY’s ability to import data from Exact by adding an extra step that allows you to select from a list of organizations that can be imported from Exact. If VOGSY already has a matching record for an organization in the list, this mapping will be displayed. The purpose of this new step is to prevent duplication. |
Integrations, Exact |
Improved the Financial KPIs chart The Financial KPIs chart now displays the budgets and actuals for all months for the selected year. |
Charts |
Work in Progress calculations We added a new setting that determines which amount will be used when making the following journal entries:
Select Cost amounts if you want VOGSY to use the employee’s cost rates and amounts for these tasks; otherwise, select Sales amounts if you want VOGSY to use the activity’s sales rates and amounts. By default, VOGSY will use Cost amounts. |
Charts |
Invoice date Those with the Support staff role can now set the invoice date during the creation of a draft invoice. The invoice date is used for the following:
If you do not specify a draft date, the invoice date will be the date of when the draft invoice was approved. |
Invoices |
The Customers report To aid you in your marketing activities, we added the following columns to the Customers report:
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Reports |
Complete synchronization with Exact VOGSY can now sync with Exact. This means VOGSY can import all of Exact’s journal entries and Exact can import all of VOGSY’s journal entries. |
Integrations, Exact |
Exact debtor numbers Each customer record in Exact has a 'debtor number.' When these customer records are imported into VOGSY, the assigned debtor numbers are now also imported, and when VOGSY creates a new customer, that customer will be assigned the next available debtor number. |
Integrations, Exact |
Multiple PDF attachments If a customer’s invoice scanning software only accepts one PDF attachment, you can now configure VOGSY to merge multiple PDFs for that customer into one file. See Customers and suppliers to learn more. |
Invoices |
Integration with Copper VOGSY can now integrate with Copper and synchronize financial data. See Connect to Copper for more information. |
Integrations |
Setup assistant for CRM integrations You can now use the VOGSY setup assistant to integrate with the following third-party financial applications:
See CRM Setup for more information. |
Integrations |
Additional line items You can now add a new line item to an invoice. |
Invoices |
Invoice description You can add a description to your purchase invoice. |
Invoices |
Log for sync issues If it appears that organizations or opportunities are not being synchronized or created in VOGSY, check out the Pending messages back office integration feature to see if any log messages were generated. |
Integrations |
Change access rights to templates and reports Now only those with the Support staff role can edit templates or view reports. This is true even when the VOGSY folder is stored in a shared drive on Google Drive or Microsoft Sharepoint. |
Permissions |