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v4.4.0

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@lukas-staab lukas-staab released this 18 Jun 13:10
255c1f8

#PRs

Changelog v4.4.0

Project/Request

  • Complete overhaul of the form and chat
  • Files can now be attached to projects
  • If a user has not been assigned to an organization, a default organization is now assigned
  • Improved validation of form fields
  • The document date is now a required field for documents in expense reports
  • Project items can now only be deleted if no expense report is linked to them and they are not the only item in the project
  • Button to automatically add sales tax items
  • New status indicators
  • Financial managers can assign budget titles to items even before they reach “Approved” status

Expense Reports

  • Fixed an issue with the Chrome browser where project items were displayed twice when selected in a settlement.
  • Settlements can now be edited without errors, even if they were previously in the “Paid” status

CSV Import

  • Modernized interface, improved error messages, and more reliable behavior when re-uploading
  • Now available to all financial managers
  • Invoices are automatically set to “Paid” if they are mentioned in the import’s “Purpose” field,
    • even if they are not yet in the “Assigned” status, but only in the “Approved” status
  • Various fixes
    Entries and Budget
  • The “Posted” button in the accounting section is no longer clickable, as clicking it caused the entry to simply disappear.
  • The “Cancel” button has been removed from the entry list because it was not functional
  • New budget categories added for systematic recording of sales tax

Taxes

  • Add standardized budget categories for sales tax to the budget with a single click
  • Add sales tax entries to a project with a single click, directly linked to the corresponding budget categories

DATEV Export

  • New DATEV export: Entries from a budget can be downloaded as a DATEV export file
  • Selection of time period and reference date (entry date, statement creation date, earliest document or payment date)
  • Optional export of associated documents as PDFs
  • Preview of which expenses will be exported

Additional Fixes

  • The selected budget year is now saved across tabs
  • Standardization of terminology and expansion of localization
  • Various technical and visual adjustments, improvements, and updates
  • Update to Laravel 12 and Livewire 4

Translated with DeepL.com (free version)

Full Changelog: v4.3.1...v4.4.0