Updates in February 2021

New features in the February release: adjusted download, service period & editor, larger GAEB files can be read and much more.

This way to Try it out for yourself

#1 Stationery

There are essentially 2 new features here:

DIN 5008 - Letter standard: The sender line in the mail field of a document has moved down a few millimeters in order to comply exactly with German standards.
Presentation: The list of services starts on the 2nd page at the same level as on the 1st page, unless you have uploaded a separate stationery for from the 2nd page. (Settings > Layout > custom layout)

#2 Customized PDF Download

Angepasster PDF Download — Customized PDF download

Here you currently have 4 options to customize the download file:

stationery Show yes/no (e.g. if you want to print on pre-printed stationery)
Aufmaß Attach yes/no
Title overview Attach yes/no
hide from prices (possibly for employees without having to generate a delivery note)

#3 Service period & processor

Performance period

You can now in editor, i.e. when you edit a document, now set the performance date (only “from” selection) or the service period. This is then shown in the PDF.

(only available for invoices, including discount, final invoice, invoice correction and credit note)

Leistungszeitpunkt/-datum oder Leistungszeitraum definieren — Define performance date/date or benefit period

Editor

Now also select an editor at the top of the editor so that you can show clear references for your customer.

The list of editors is made up of all members of your work area. This selected editor is then also displayed in the PDF.

Bearbeiter Anzeige im Dokument — Editor display in document

#4 document references

When you create derivations, a text element is now automatically inserted into documents that shows the associated reference.

instance: You create contiguously from Offer - A-30018 Contiguously the 1st discount. There, a note is then inserted under the subject”reference: Offer A-30018".

You can delete this notice manually if you don't want to display it.

#5 Larger GAEB files

So that you can also read and process larger tenders. Up to over 500 positions should be easily feasible. If your GAEB import fails, get in touch please with us

support@plancraft.de

#6 Information for 0% VAT

The sales tax selection can now be found below the final balance sheet (more logical, isn't it?!). There, you can automatically add a preset phrase to your document by clicking on “Add note...”.

Awesome!

#7 Other adjustments

Invoice list: Clicking on PDF now opens the PDF preview directly. The document history can still be viewed via the “finish” area (green checkmark/orange exclamation mark).
The previously automatically assigned status for invoices overdue must be set manually on a temporary basis via the invoice list. We will do our best to make this feature available again as soon as possible.

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