Version 2022.6

Release Date: 2022-08-09

If you have any questions about the update, please don’t hesitate to contact us.”

Note

Note: This version also includes the CRM version 2022.4, 2022.5

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New
Updated
Fixed

General

The Notepad widget is now available in the dashboards of all modules.

If an OAuth token (e.g. used by the Exchange connection) can no longer be renewed, the user will now receive a notification in CRM+ with appropriate notes.

If a user changes the sort order in a list view, it is now applied immediately after saving.

ZUGFeRD

The ZUGFeRD add-on comes together with the e-invoice type X-Rechnung.

UGFeRD and X-Rechnung can be configured individually for the Invoice, Cancellation, Credit and Incoming Invoice modules.

  • In the modules Invoice, Cancellation and Credit the export is available as a new action in the detail view for both formats.

  • Import for both formats is integrated in the Incoming Invoice module. The action can be invoked from the list view and allows importing multiple documents in one step.

For taxes, invoice types, units of measure and payment types, the respective standardized codes can be customized.

ZUGFeRD invoices are created in the ISO standard PDF/A-3. The X-Rechnung export creates an XML file.

Individual PDF templates for ZUGFeRD modules can be created in the PDF Templates Plus module.

DATEV

The new action “DATEV booking data export” is provided in the list view and upgrades the functionality of the addon. Data is generated in DATEV format (DATEV CSV).

The DATEV transfer (Rechnungsdatenservice 1.0 and Buchungsdatenservice) can now be canceled at the client selection step.

E-Mail Marketing

Selection lists and reference fields can now be correctly passed to providers as attributes.

Optional Fields for Product and Service Items

The possibilities for creating optional fields in product and service items have been extended to include the following:

  • Reference field

  • Checkbox

  • Multi-selection list

Technical Changes

In the LDAP settings, the “Host as account suffix” checkbox was introduced to control the domain name as a suffix of the user name.

The “Email Header” block in the Emails module has been fixed to be able to guarantee a consistent layout.

Note

Subject to change without notice!