December 2018

Index

    Release note Q4 2018

    With the Q4 2018 release of Microbizz scheduled for the evening of Tuesday December 11, we will describe the features being introduced in this version here.

    EOL – coverage rate on invoice

    An EOL (End-Of-Life) announcement concerning functionalities being removed from the Microbizz system.

    1

    We will be announcing that, after the Q2 release in 2019, we have opted to remove cost pricing and coverage from invoices in the system. The reason for this is that our customers regularly confuse this with the cost price and coverage on the task that is behind the invoice, which causes more confusion than benefit.

    New table displays

    2

    One radical new thing in the system is that all table displays have been replaced, both with a new appearance and new functionality.

    The most important element is that all processing of table data, such as sorting and browsing has now been moved to the client, as opposed to previously when it was placed on the server. This means that operations such as browsing results and changing sorting order will now feel noticeably quicker than before.

    Likewise the user interface has been adjusted so that you can drag the columns around, for example, if you would like a different to view things in a different order than accessing the column menu in the pencil menu.

    New Exchange integration

    For those customers who have purchased the Exchange integration option, we will now offer an updated version of this synchronising. There are a number of advantages with the new synchronisation.

    Faster synchronisation.

    The synchronisation uses our new Sync architecture, which offers close-to real-time synchronisation. This means that there is a very short space of time from performing a change in one system until this change is reflected in another system.

    Support of repeats (but not exceptions).

    The synchronisation now supports synchronisation of repeats in both directions and now synchronises the repeat itself, as opposed to previously when it only synchronised repeats that appeared from Exchange to MB.

    We should point out however that it does not yet support exceptions to repeats, i.e. if you move an individual instance of a repeat appointment, then this will not be synchronised.

    Infinite horizon.

    Whereas previously you had to indicate a horizon of X weeks both backwards and forwards for how long the synchronisation should look (a longer horizon giving longer synchronisation times), then the entire calendar is now considered, i.e. even if you create an appointment many years into the future, this will still be synchronised.

    System distinguishes between server information and User information.

    Microbizz now distinguishes between server information and user information so that the individual user can update their password without being able to make changes in the actual server settings.

    If you already have the Exchange integration then you can automatically upgrade it. This is done via the settings module by selecting other systems from the integrations menu.

    3

    By pressing on the button “Adopt current Exchange integration” you can automatically convert your integration to the new model. You will then be able to manage these from the same screenshot in the list below.

    New people can be added to the integration directly from their user records.

    opdateret billede til release notes
    Press on set… and then select Exchange from the menu that appears.

    5

    In the next screenshot, the user enters their login details:

    …and can then test directly whether the integration works.

    New screenshot for equipment types

    In the equipment module, the equipment types have been given their own record rather than the user simply ending up with an editing screenshot for them to edit an equipment type from.

    6

    From this equipment type record for example, you can see all equipment of a certain type, and it is now also possible to add files to the equipment type so that these can then be displayed as a virtual folder for the equipment itself.  This can be used e.g. for manuals and other documents which are relevant for this particular type of equipment.

    Branding of Microbizz

    It has been possible to brand Microbizz with the company’s own logo for a long time now, but now it is also possible to supplement this will a personal company icon, which is the icon that is used if you create bookmarks or display to the left of the tab in your browser.

    7

    The icon is changed in the user module by selecting settings and then logo.

    8

    You can then add an icon, which should be rectangular and preferably 250 x 250 resolution.

    Secondary text on products in app

    When you look at a list in the app of e.g. tasks, CRM objects or similar, what information you need to see in this list varies from customer to customer. It is therefore possible, via the system, to configure one or more fields from the object as what we call a secondary text, which is the information that is displayed under the object’s main title. We have now expanded this feature so that it is also available for the product list.

    You set the secondary text in the settings module by selecting app from the settings menu followed by the tab “secondary text”.

    9

    Weekly overtime in salary

    If you use the salary function in Microbizz to create a salary basis, then you will now be able to calculate weekly overtime.

    The previous overtime calculation used only functioned per day, i.e. you could calculate overtime if the employee had worked more than 8 hours in a day, for example.

    This approach has now been expanded to include a working week, so that you can calculate weekly overtime should an employee have worked more than 40 hours in a week, for example.

    This is set in the salary model itself by filling out the fields ‘weekly overtime’.

    10

    As can be seen, it is also possible to have a split rate where in the above example the weekly overtime is counted from 40 hours, and then the rate is adjusted after a further 10 hours, i.e. 50 hours.

    The weekly overtime can therefore be used in the salary regulations for the periods “Weekly overtime 1” and “Weekly overtime 2”.

    11