News

A new option has been added to the employee training module - linking a given training to a test created in the tests module - which enables more advanced setup of the internal employee training system in companies. First, you need to create a test in the tests module as needed, which will be accessible (enabled) only to "Training employees - Users assigned to training". Then, in the settings of the specific training via the "Add test to training" button, you need to select the appropriate test to be taken as part of the training. If the user passes the test assigned within the training, the result of his/her test will appear for the training, or information whether the user has passed the test (according to the requirements defined in the test) or not.

In the Invoices Received module, the Variable Symbol/Supplier Invoice Number field is now divided into 2 separate fields. The "Variable symbol" field is limited to 10 characters (based on the banking institutions' requirement for a maximum number of characters for the variable symbol; this limitation is important mainly for automatic payment matching and export of payment orders to online banking). The "Supplier invoice number" field allows up to 45 characters.

A new option "Allow selecting a solver when entering a ticket in the web form" has been added to the HelpDesk settings.
After activating this option and filling in potential solvers who can be directly selected to solve the request, suppliers of the ticket can then directly select a suitable solver (previously, it was necessary to first enter a ticket and then the authorized user had to assign it to someone to solve).

In the settings of the cash register module, or for individual created cash registers, the option to tick the "Status" field has been newly added. For this field it is then possible to define different statuses of receipts and expenses - e.g. to be corrected, to be returned, processed, etc..
The option to select a status from the predefined menu will then appear in the receipt/expense document in the relevant cash register for which it has been set.

In the settings of the menu module, it is now possible to check the option "Customer can agree online". By activating this feature, the option to electronically approve the offer will then appear in the offer email sent to the customer. If the customer wishes to approve the offer sent, the email sent after clicking on the "I agree to the offer and electronically sign" button will require his name and signature, or the customer can add something to the note as needed. The date on which the offer was approved and the IP address from which the approval was made will then be entered directly into the application. The sender is notified of the approved offer via email and the customer's confirmation information is recorded in the offer detail.

In the Invoices Received module (in the Approved, Paid, Pending and Rejected sections), in the search filter it is now possible to enter the criterion "Approved" and search for received invoices according to their approvers.

If you record an EAN code for individual stock items in the warehouse management module, it is now possible to generate this code on the delivery note or issued invoice. When generating a delivery note/invoice, you need to check the "+EAN" option. The EAN code will then appear on the generated delivery note/invoice, which will facilitate the removal of goods from your warehouse or the loading of goods at the customer.

In the settings of the offer module it is now possible to upload files that will be automatically attached before or after the created offer. If you want to always attach to the offer, for example, an overview of your company services or references, business conditions, etc., save these files in the module settings, or in the relevant offer group. After the offer is created, the uploaded files are automatically attached to the created offer and sent together with the offer as one document.

In the settings of the Invoices Received module, you can check the option "Accountants can only see invoices sent to them - this will also enable the selection of accountants for forwarding". When forwarding an invoice for approval, it is then possible to select a specific accountant (one or more) from a list of users in the position of accountant, who will receive information about the new invoice for processing (for payment) after the invoice has been approved.

In the Travel Orders module (version 2/v2) the created travel orders are now also sorted according to the current status of the travel order - subfolders Created, Waiting for approval for travel/reimbursement, Approved travel allowed/waiting for reimbursement, Returned for completion - for travel/reimbursement, Processed, Rejected, Cancelled. It is now possible to view travel orders in the selected status more quickly and efficiently.

A new function for faster expanding/collapsing of all folders and subfolders has been added to the documents module. If necessary, all folders and subfolders that the user has access to in the documents module can be expanded/collapsed at once, instead of having to click on each folder and subfolder in turn.

In connection with the announcement of the administrator of the information system of data mailboxes - the Ministry of the Interior of the Czech Republic - we would like to inform you about the changes that will occur in the area of data mailbox services from mid-2023. It will now be possible to:

• send and receive so-called Bulk Data Messages (VoDZ) - the limit will be set to 1 GB
• insert compressed files in ZIP format into data message attachments
• insert ASiC container format files into the data message attachment

The eIntranet application is ready for all of these new features and once these capabilities are deployed into the production environment by the Data Mailbox Information System Administrator, they will be fully available to users of the data message module in our application.

In the settings of individual centres in the Invoices Issued module, you can select a new design for the invoices issued. In addition to the classic design used so far, it is possible to select a new modern design that allows custom color selection for coloring selected parts of the invoice.
This makes it possible to further customize the appearance of the issued invoice according to the company colors.

In the settings of the Invoices Received module, the "Assistant" right can be checked with the new option "Assistant can pass directly to status - processed". When you click on the "Processed" button on an invoice received, the invoice will then be moved directly to the "Processed" folder without the approval process.
If the Invoices Received module is mainly used as a record of received invoices, a user with the assigned assistant privilege can move a received invoice directly to the "Pending" folder.

In the case of a response to a received ticket/complaint in HelpDesk or Complaints (via the "Add record/make a change" option), it is now possible to click on the "Add address" button next to the response window. This will automatically pre-populate the customer response with both the last name of the person who entered the ticket/complaint and the word "Thank you" at the end of the text box, which speeds up the creation of the customer response.

In the contract module settings, it is now possible to set the default hourly rate for contract costing according to company rules. This default rate then appears automatically in the timesheets, or as a base hourly rate in the time worked on the job, and makes the job costing easier.

It is now possible to select the option "receive requests for quotes by email" in the settings of the quote module. If this option is enabled, it is possible to have email customer requests sent directly to the offer module (sent to the email generated in the offer module settings, or redirected from your own email address). The settings also define the subject and content of the email that will be sent automatically to the customer after sending the request.
In the offer module, the header of the offer is then automatically created upon receipt of the email from the customer and after completing the content of the offer, it is possible to send the processed offer to the customer directly.

If you save 3D files in the documents module, you can now preview these file types .
Works for 3D attachments of type obj, 3ds, stl, ply, gltf, glb, off, 3dm, fbx, dae, wrl, 3mf, ifc, brep, step, iges, fcstd, bim.

In the settings of the orders module, it is now possible to set up the linking of an order to a specific branch and/or contact of a company registered in the CRM module. Previously, it was only possible to select a company established in the CRM module, not a specific branch or contact. Where to set and how to display - see attached images.

The application module offers new options and features for creating and approving applications:

• when creating an application form in the module settings, it is now possible to select the field type "Date from-to" (previously it was only possible to enter 1 specific date, not from-to)
• in the application settings it is possible to enable bulk approval of applications - it is then possible to mark multiple applications of the same type for bulk approval by an authorised user
• in the settings of the last approval round of the application it is possible to option " After decision (approval) allow to change the approved application to the applicant and resend for approval" - then the submitter of the application can use the button "Change application (reapply)" to open, edit and send the already approved application to the approver for a new approval; the reopening of the application is recorded in the application history