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Quick Wins: Minor Optimizations for Expenses, Vacation, API, etc.

Kleine Optimierungen innerhalb der Weiterenwticklung 2021 MOCOEnglish image not yet available...

Expenses

  • There is now a "Notes & Files" section (1) in the drafts as well. This allows for commenting & internal communication. The comments will be included in the created expense report.
  • The selected contact person remains pre-selected when submitting Personal expenses. This eliminates the need to select the contact person in the future and still allows for flexibility during absences.
  • Even with restricted rights to "Expenses", submitted Personal expenses can be viewed and approved by the team.

Vacation

  • The selected contact person for the vacation request remains pre-selected (2). This eliminates the need to select the contact person in the future and still allows for flexibility during absences.
  • Vacation requests in planning are displayed even without personnel rights. This allows for coordinating one's own vacation wishes with already submitted requests.

Exports

  • In the Invoicing forecast export (3) project type and project label are now also included as columns.
  • In the file-based accounting exports (CSV) labels are now also included.

Search (Shift + 7)

  • The mixed search results are now also sorted by recency – not just the thematically filtered ones.

Zapier

  • New Trigger: Updated Lead

Webhooks

  • Webhooks for incoming invoices (Expenses)

API

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