What’s new in Teamogy 2.5

Release date: 2019-05-17

New major functionality
  • Automatic Job item creation from Sales Quotation
  • Proforma invoice has been added as new financial document

 

Improvements
  • Task Board – new button for quick task creation
  • Warning for not supported version browser version (supported is Chrome v.71 and higher)
  • Sticker can be added into Task
Bug fixes
  • The name of document author is displayed in company address in document header – FIXED (the author name has been removed)

 

Improvement details

 

1. Task Board – new button for quick task creation

New „+” button in Task Board allows to quickly create task in a selected column.

2. Warning for not supported version browser version (supported is Chrome v.71 and higher)

There is a new warning for users using not supported browser version.

3. Sticker can be added to any Task
New major functionality

1. Automatic Job item creation from Sales Quotation

Now Sales Quotation lines can automatically create items inside Job or can be linked to already existing Job items. This behaviour is very useful for agencies managing large jobs with a lot of supplier invoices which needs to be tracked.

This is Sales Quotation which creates 9 new items inside Job:

And this is how it looks inside job:

Important! If you wish to activate automatic job creation, please contact your internal administrator or Teamogy support.

2. Proforma invoice added as new financial document

Proforma invoice can be created in Teamogy. It’s not accounting document so income from such Proforma is not visible in job.