Arbeitszeiterfassung
- New: New add-on module "Work Time Tracking"
- Punch in / punch out
- Absence management (e.g. sick days, vacation, ...)
- Working time models
- Overtime
Aufgaben
Projektmanager
- Bugfix: Filter on project type did not work correctly in certain constellations
Rechnung
- Extension: New field "Reference number" e.g. for QR-bill, XRechnung
- Extension: If a project is billed and a contact as the billing address is saved in the client settings, then this address is the bill recipient.
- New: Direct sending of an invoice to DATEV-Upload by e-mail
- New: Billing filter for billing times now also at task level
- New: The print template of an attached time stamp list can now be changed directly in the invoice template
System
Configuration
- Extension: New tab to edit the client categories centrally
- Extension: Project statuses and task statuses can now also be hidden if they are not used
Database
- Extension: Improved support for MS-SQL 2017 and 2019
Export
- New: Excel export: Save several configuration settings
General
- Extension: Search dialog for text fields
- New: Automatic spell check (F7) in most multiline text entry fields
- New: Location list: New button for sorting the list
- New: New "Start page" dialog: Clear quick access to all existing modules
Invoice
- Extension: New field for discount in the invoice form
- Extension: Invoice items, quote items: New unit "Percentage" to be able to display proportional invoice items. E.g.partial payments
- Extension: Invoice list. Columns for user-defined fields can be shown
- Extension: Invoice list. Group by custom fields
- New: Invoice list. New column "Remaining amount" if partial payments have been made.
- New: Support for GiroCode (numbers via QRCode) on the invoice printout
- New: Support for Swiss QR bills (pay via QR code)
- New: Invoice list: print multiple invoices at once
- New: Support for XRechnung (digital invoice via XML)
Project
- New: New dialog "Project start center" to start projects, enter additions and see daily and weekly time stamps
In this dialog, projects and tasks can be processed quickly and clearly.
- New: Support of bar, QR and NFC codes via external keyboard input scanner (e.g. via Bluetooth)
Project manager
- Extension: Reading in the project list has been accelerated
- Extension: Project list: Search now also supports the keywords "AND" and "OR" to perform a more complex search query
- Extension: Project list: New dropdown menu for the start button of the toolbar with "start retrospectively" and "start with comment"
- Extension: Project list: Direct editing of the columns for user-defined fields via the pop-up menu and input dialog
Quotes
- Extension: Qutoes list: Columns for user-defined fields can be shown
- Extension: Quotes list. Group by custom fields
Reimbursables
- Extension: Reimbursable items: New unit "Percentage" in order to be able to create proportional service items. E.g. partialpayments
Reminders
- New: The "Reminders" module is now also included in the BASIC version
System
Tasks
- Extension: The reading of the task list has been accelerated drastically (up to 5x as fast)
- Extension: Task list: New dropdown menu for the start button of the toolbar with "start retrospectively" and "start with comment"
Timebar
- New: New button "Interrupt stamp with comment"
Times
- Extension: Timestamp list: Search in the comment now also supports the keywords "AND" and "OR" to perform a more complex search query
- Extension: Timestamp list: filter on project type
- Extension: Timestamp list: grouping by project type
- New: Copy time stamp to another employee via drag & drop
If employees in the team are working on the same activities, selected time stamps from the time stamp list can be copied to an employee in the project list.
User manager
Users
- Extension: Specification of a standard activity which is entered for the employee when starting a time stamp.
Configuration
Contacts
- Extension: Add a personal letter salutation in the contacts
Use it by using the variable %%SALUTATION%%
e.g.
%%SALUTATION%%
Attached is the monthly report.
Best wishes,
%%USERNAME%%
- Extension: New field "VAT ID"
If a client has departments in different countries, the respective VAT ID can be withdrawn from the responsible contact.
Database
- New: MS-Access, SQLite: Check at startup if database tables are possibly corrupt. e.g. by a system crash.
Documents
- Extension: New menu item "Add folder" in the document list to add a folder as a link to the DMS
General
- New: 64-bit version available
The Xpert Timer is now also available in a 64-bit version.
- New: The background color of all windows can now be set to any color.
Found at configuration->user->view->window background
- New: New program variant "Xpert-Timer.Web" to be able to access the time recording data via a browser.
Import
Invoice
- Extension: Open Times: Added filter on date range to toolbar
With this, it is also possible to settle partial areas, e.g. "last week", "last month"
Print
- Extension: Send report by e-mail. By clicking in the field "Email text" opens a separate editor dialog to better edit the text.
- Extension: Send report by email. Own input field for the file name of the email attachment.
Project
- New: New option in the configuration dialog to set the project number for new subprojects to the project number of the main project
Project manager
- Extension: New column "time remaining"
Displays the difference between Estimate and Required Time.
- New: If colors are used for clients / projects, they can now also be printed in the project list.
The option can be turned on / off in the print settings.
- New: Short for "Search for customer"
Ctrl + Alt + F to filter in the project manager for a client
- New: By right-clicking on a subproject in the "Project number" column, the project number can be set to the project number of the main project via a context menu
Tasks
- Extension: Text format can now be set between "Text with formatting & images", "Text with formatting" and "Text only"
This is important for using the Xpert Timer.Web because there can not be displayed any tasks that contain images.
Times
- Extension: New entry type "retrospective". With it, times can be added retrospectively from a time in hours.
- New: Change timestamp: Complete capture of contiguous timestamps
Query if a timestamp changes that has a directly adjacent predecessor and / or successor. These timestamps are then automatically adjusted to the changed start / end time.
Users
Activity report
- Bugfix: In the Project Manager, in the Assigned Projects view, in combination with the History window, the All Employees filter did not display any other employee records [Ticket: 2719]
Client manager
- Bugfix: A client without a contact shows again "unknown" in the last name. [Ticket: 2722]
Contacts
- Bugfix: Showing an address via Google Maps does not display umlauts and "ß" from the address.
Documents
Important Bugfix:
Documents in the data safe were no longer readable under MySQL as of V6.1.3.1053 (Data error)
General
- Bugfix: Sporadically resetting column settings of the list views e.g. of the EK / VK prices for services in the project properties
- Bugfix: List Views: If no workgroups were enabled, the visibility filter was not saved
Notes
- Bugfix: In the selection field "Contact", no entries were displayed when the note for a project was recorded
Project
- Extension: Extension of the free project states from 5 to 10
- Bugfix: Project Properties: An inactive project that is set to active in the project properties does not allow time entry [Ticket: 2723]
Tasks
Timebar
Times
- Extension: Timestamp list: Menu item for moving wrongly assigned timestamps of the user "SYSTEM" to another user to be selected
- Only in the group "By user" in the pop-up menu on the user "SYSTEM"
- Menu item "Move time to other user"
- Extension: Print: Extension of the comment field in the printout of the time stamp list to 5000 characters
- Extension: Manual entry: Optional show a customer filter to simplify the project selection
Show via context menu of field "Project"
Clients
- Extension: Create new customer: Save note text before additional data can be recorded
- Bugfix: SQL error when exporting the customer list to CSV under MySQL
Configuration
- Extension: New option "Open task management at startup"
- New: Progress indicator while the configuration settings are being loaded
Database
General
Invoice
- Extension: New button "PDF export" for invoice, quote and reminder
- Extension: When sending a bill / offer / reminder as an e-mail, the following changes were made:
- The email text can now be selected from the text templates
- The email text can now be saved as text templates
- The placeholder%CONTACTNAME% can be used to directly insert the contact person in the e-mail text
- The last used text is preallocated. Offer, invoice and reminder are differentiated.
- Extension: Quote / Invoice: Deleted entries now disappear from the list of items immediately after deletion
- Extension: Quote / Invoice: Move multiple selected items at once
- Extension: New shortcut for "Add items from reimb. ledger" Ctrl + Insert
- Bugfix: For PDF export, the file name was not adopted as the title for the PDF.
- Bugfix: Quote / Invoice: Removing the comment on an item left the empty line
Invoice reminders
- Extension: Change of the text "reminder" in "payment reminder"
Notes
- Bugfix: When you move a note to another category / project, the note temporarily disappears
Price lists
- Bugfix: Price groups: Time-based tariffs may have been entered twice when logging on to a Sync client
Print
- Extension: Removed redundant frame borders from XTBASE.fr3
Project
- Extension: Add a subproject. Savety dialog before adding all employees of the main project.
Project manager
- Extension: Keyboard shortcuts for the project quick start that could not be registered are shown in red
- Extension: Task list: Selection of search fields via popup menu on search text. (Subject, number, text, note)
- Bugfix: Access violation when printing times when time is hidden
- Bugfix: Times may be temporarily displayed twice at program startup with certain rights configuration
- Bugfix: Color change for logo headers revised via pop-up menu
Reminders
- Bugfix: Reminders that were saved without employees were not visible
- Bugfix: It was not possible to delete several selected reminders at once
Statistic
- New: Progress display while the list views are loading for the first time
System
- Bugfix: License Check: Error in correct software maintenance check during version update
Tasks
- Bugfix: Tasks templates not visible when using workgroups on "New task from template"
Timebar
- New: In the Tasks pane pop-up menu, there is a Task Status menu item to change the status of the task in progress
- Bugfix: Project switching accelerated.
- Bugfix: Accelerated opening of the pop-up menu (right mouse button). Project list will now only be displayed if neither Project Manager nor Timeline is visible
Times
- Bugfix: If an manual time entry goes beyond midnight, then the end date has not been set to the next day. The required hours however were correct.
- Bugfix: Edit timestamp: No saving possible if retroactive editing is restricted but comments may be edited
General
- Extension: Multimonitor: Window positions and sizes are now saved separately for each monitor.
When switching between single and multi-monitor configurations, no window positions need to be corrected any more
- New: New option for multi monitor configuration: "Open window in visible area"
When switching between multi- and single-monitor systems, all windows are only opened in the currently visible area of the monitor.
Project
- Bugfix: New project: Endless loop with message "Project xyz already exists for customer / main project zyx"
Reminders
- Bugfix: Position and size of the reminder window at startup was not saved
Tasks
Times
- Bugfix: Splitting of time stamps now also possible for the currently running time stamp.
- Bugfix: Restriction for retroactive processing or re-dating time stamps did not work
Activity report
- New: Price lists
- Price lists allow to map date-related validity for billing rates into price tables
- Weekday and time-dependent surcharges
- Qualification-dependent special billing rates for employees
- Different currencies and special customer discounts
Booking archive
- New: Booking archive
- The booking archive summarizes accounting-relevant timestamps and saves them into a read-only archive
- As a result, the accounting-relevant timestamp rates can be saved write protected and the reporting remains correct for years, even if the billing rates of the projects / employees changes.
- Timestamps / services contained in a booking archive are marked in blue
- Using a separate filter, exactly all booking records of a booking archive can be filtered and, if necessary, printed.
Client manager
Contacts
- Extension: In the selection boxes for the contact person in clients and project, the contact information is now displayed in a message when you move the mouse over the selection box
Documents
- New: Quick entry of additional texts and texts from the clipboard via "Create new text document"
General
- Extension: Adjustable size of the character set for the buttons of the listviews
- New: New filter modes "Project manager" and "Work group leader" in the project manager.
- Project manager: Shows only times / tasks / achievements / histories / users of projects that you are the project manager of.
- Work group leader: Shows projects of users of other workgroups, working on the workgroup projects, as well as projects of other workgroups on which users of the own workgroup work on.
- New: New modern user interface
However, the original, colorful interface can still be used through the "User interface: Classic" option in the configuration.
Invoice
- Extension: Keyboard shortcuts Ctrl + Up / Ctrl + Down to move entries
- Extension: If you enter a negative number in the field "discount", you can now add a surcharge
Outlook module
Project
- New: Assignment of a second project manager
Project manager
- Extension: Check whether an employee has been assigned to a project twice. For example, when the synchronization is used.
- New: Project tree: Displays the number of project statuses of projects under a customer
e.g. Active(5), Billed(2)
- New: New filter in main menu "Show only active clients"
- New: New column "Contact person" in the project overview
53/5000
New column "Contact person" in the project manager
- Quick selection of the contact person via the right mouse button
- New: Set the filters for employees, customers and projects by dragging and dropping the grouping header from the timestamp list
- New: New "Main Workgroup" column in the project list
- New: Display and add notes on clients and projects in the project manager
- New: Easily set filters for customers, project, employees via Drag & Drop from any list view.
Quotes
- Extension: Keyboard shortcuts Ctrl + Up / Ctrl + Down to reorganize entries
- Extension: If you enter a negative number in the field "discount", you can now add a surcharge
Reimbursables
- Extension: Change column values directly from the table view by pressing F2.
e.g. pieces, price, and so on
- New: New "Options" button in the toolbar with the menu item "Display reimbursables without an assigned user"
- New: 5 custom fields, incl. sorting and grouping.
Statistic
- Extension: New option "Get Estimation from Tasks" for profit / loss report
Synchronization
Tasks
- Extension: The last used character set and size is now set for each new task
- New: Directly display an e-mail imported from Outlook in its own tab in the tasks area
- New: Add any document as a task by dragging and dropping from Windows Explorer
- New: Attachments can now be opened directly by right-clicking on the column "Attachments"
- New: 5 custom fields, incl. sorting and grouping.
Telephony
Times
- Extension: Note in the project manager, if no time recording is possible for a selected project
- New: New options for splitting time stamps
- splitting by duration, time, percentage
- setting the billing status for each resulting time stamp
- New: New column "Activity" including grouping by "Activity"
Every employee can now link their times to an activity (for example, travel, project management, troubleshooting, etc.). The grouping for "activity" can then be summed explicitly.
User manager
- Extension: Summary page with a summary of the assigned access rights
Assign Projects
- New: New buttons in the user assignment for workgroups, to check the existing configuration for invalid project assignments.
Client manager
- New: New filter in the client and contact manager toolbar.
A) Display of clients assigned to projects only
B) Only display clients whose projects are assigned to the current user
- Bugfix: The comment column was not printed in the contact list
Invoice
- Bugfix: Edit invoice: No scrolling in invoice details possible when invoice is locked
Print
- Bugfix: Print: When the "Date / From / To" column was not in first place, the column headings were not aligned correctly
- Bugfix: Time stamp list: If the column from / to is not in first place and the grouping is set to "Project", "Sum" was overlapped. [Ticket: 2515]
Quotes
- Bugfix: Edit quote: No scrolling option in quote when quote was blocked
Reimbursables
- Bugfix: Reimbursables template dialog re-opened after saving changed details.
Reminders
- Bugfix: If a reminder is attached to a document then "Open" or double-click did not open the document.
Statistic
- Extension: Multiple selection via checkboxes from users and customers can now be combined
Synchronization
- Extension: Only on SyncClients: No change of LastChange date for projects when times are recorded or changed.
This prevents the client from sending projects to the server if the project properties have not changed.
- Extension: Consideration of the right system when selecting the records to be sent from the client to the server.
If a client has no rights to edit projects, then no search will be executed for projects on the client side
System
Times
- Bugfix: Option "Duplicate day" duplicated the following day instead of the selected day under SQLite
User manager
- Extension: New filter option "Show only active users"
Workgroups
- Extension: Improvements to the handling of working groups and work group visibility
Client manager
- New: Seperate contact manager in client manager dialog
Clients
- New: Individual currency for each client
- New: New overview page available for each client, including all recently entered data
- New: Contacts: Create an individual client name for each of your contacts
- New: User defined fields for clients. Incl. grouping an filtering options.
Contacts
- New: User defined fields for contacts. Incl. grouping an filtering options.
Documents
- New: Add emails from Outlook to document manager by using drag&drop
- New: Import Outlook emails to document manager
Export
- New: New excel export
- New export dialog
- Export fields can now be chosen
- Header names can be changed
- Export formats can be changed, e.g. date, time, hours, percent an many more
- Width of columns can be set
- Summarizing is possible
- Colors and styles can be set
General
- Extension: Headers of list views are now saved in the .ini file
- The option to name the headers is only available when logged in as XTADMIN
- You can find the option in the dropdown menu of the list configuration (Button "Views" on the toolbar)
- New: Note categories are now available
- New: List views: You can now display quick access buttons for your saved views.
- New: Display or hide the quick entry line for lists by right clicking on the toolbar
- New: When printing a list you have now the option to "Start new page per group". This allows to start a new page for e.g. each client or each user.
Invoice
- New: User defined fields in the invoice dialog. [Ticket: 2099]
- New: New print option for invoices or tasks in order to get a new line
This function converts '<br>' or /n, /r into line breaks.
e.g.[XTParseLinefeeds()]
- New: New fiels "Order number" (60 characters). You can enter the order number of your client here. [Ticket: 2040]
- New: Invoice management: New filter for "Reminder sent" and "Due - no reminder".
- New: In the invoice tab of your Invoice management you can now display the column "Reminder".
- New: Decide in the configuration how you want to round your values in your invoices, in order to avoid rounding problems.
Project
- New: Notes for projects
- New: 5 additional project states, e.g. "Waiting for release", "Quoted", "To be billed"
- New: User definied fields for projects
- New: New tab "Invoices" in the project settings dialog to view project related invoices [Ticket: 2142]
- New: New project state "Released"
- New: New overview tab in the project settings for all recent action in relation to the project
- New: New tab "Quotes" in the project settings dialog to view project related quotes
Project manager
- New: New chart for timestamp list
- New: New chart for project list
- New: Timestamp list, To-Do-List and reimbursables can now be viewed in a seperate window if you choose the option in the menu "View".
- New: You can now start projects or tasks from the timestamp list
Quotes
- New: User defined fields for quotes
- New: New quote states "In process", "Open" was changed to "quoted"
Reimbursables
- New: Different currencies for reimbursables
- New: Different tax rates for reimbursables
Statistic
- New: Completely new reporting module
- Reporting of clients/users/user groups
- Summarizing of clients, projects, users, dates and much more
- Grouping of clients, projects, users, dates and much more
- Support of different currencies
- Excel-Export of results
- Graphics of results
System
- Extension: Optimized email function when printing a list.
- New: XT now supports the SSL encryption for sending emails through SMTP
- New: New access rights for creating/editing/deleting contacts
- New: Optimized options to automatically send emails from the system
- New: Access rights: Now only access rights of actived modules are visible [Ticket: 2174]
Tasks
- New: Import Outlook emails into tasklist
- New: Convert Outlook emails to tasks by dragging&dropping them into the task area
- New: Notes can now be added to tasks
- New: Add attachments to tasks
- New: New task states: 1) Test 2) Test successful 3) Test failed 4) Problem occured 5) Ready
- plus 5 additional states, free to be named
- New: Send task to Outlooke when saving
Times
- New: Timestamp list: You can now enter multiple line comments. Use the context menu (right click) to activate.
- New: Timestamp list: If grouped by day, the date is now automatically entered into the manual entry if the focus is on one of those dates.
Users
- New: New fields for "Shortname" or "Title" in the user settings
- New: New tab "Projects" in the user settings, in order to easily assign projects.
Activity report
- New: New date filter in order to choose a free date range.
Clients
- New: Print your clients notes directly from the "Edit notes" dialog.
Database
- New: MySQL: The path to the libmysql.dll can now be configurated in the xperttimer.ini
This way you can use MySQL4 and MySQL5 at the same time.
[DBConfigSettings]
VendorLib=c:\libmysql.dll
- New: Now supporting PostgreSQL-Databases
General
- New: Security levels for projects, clients
This way you can limit the visibility of clients and project for the users
- New: "Date of last change" and the "Name of user" who changed the data object is now displayed in the upper right corner of the dialogs.
- New: Assign a color to your projects/clients
This way you can group and mark your clients/projects in the project manager.
Invoice
Invoice reminders
Project
- New: New field "Escalation status"
A user can assign this status, in order to inform the team manager/project manager about problems with the project.
Project manager
- New: Quick access for modules of Xpert-Timer
New toolbar at the bottom of the project manager in order to display/hide modules easier.
- New: New area "Users" in your project manager
- Filter projects by users
- Assign projects to users easily
- New: New filter: Display project of workgroup only.
This way the visibility of the projects is limited to managers or teamleaders if necessary.
- New: Project list: New columns
- Sub project number
- Security level
- Billing mode
- New: Group by
- billing mode
- security level
- workgroup
- New: Assign filter per Drag&Drop
Client, project and user data can now be dragged&dropped onto the filter fields in order to use them as the filter.
Quotes
- New: Quote management
- Create a quote from the project structure
- Create an invoice from based on a quote.
- Create a project structure from the quote.
Reminders
Tasks
- New: Updated the task templates
- You can now sum up the estimates of the task package
- Display the column "Receipient"
- Menu button, in order to build a task package from selected tasks in task list.
Times
- New: Timestamp list: Hide the timestamps, but keep the date by setting the view in the context dialog of the timestamps.
- New: Timestamp list: If you select multiple timestamps, the total of time of the selected timestamps is displayed.
- New: Timestamp list: Use Ctrl+C to save the selected timestamps to the clipboard.
User manager
Workgroups
- New: Completely new workgroup manager
- Control the visibility on clients, projects and users
- Two different workgroup modes available: a) Every user is only assigned to one workgroup b) A user can be assigned to multiple workgroups
- Assign users to workgroups
- Assign projects to workgroups
- Assign clients to workgroups
- Users can only see the clients/projects that are assigned to their workgroup
XTAdmin