Show work descriptions from a project on the draft invoice

Give customers more insight into the work done in the project stage.

Read below how to configure this:

https://docs.inserve.nl/nl/article/projectregels

And here are the other updates:

[Feature] The general ledger account number of items from Teamleader is now synchronized and included when invoicing.

[Feature] A 'Contact person' column has been added to the new customer portal.

[Feature] Subscriptions can now be started in the future from a deal/project.

[Feature] Improvements have been made to subscription changes within a deal.

[Feature] The CC field in a ticket can now be configured as a quick-edit field.

[Fix] The counts and quick filter for tasks now show the correct number again.

[Fix] It is now possible to filter on recurring ticket templates.

[Fix] A ticket closed notification is no longer sent to email addresses in the option: 'Do not send notifications to the following addresses'.

[Fix] Handlers now receive a notification when they are assigned to an existing ticket.

[Fix] The start date for a subscription can no longer accidentally be set to year 0.

[Fix] The company is now correctly assigned when automatically applying a template to a ticket.

[Fix] The activity log no longer shows an error when opening the page.

[Fix] The export of subscription lines no longer includes quote lines.

[Fix] Time entries placed directly on a contract via a ticket template are now correctly displayed on the invoice.

[Fix] It is no longer possible to add time when a project line has been invoiced.

[Security] Password requirements have been tightened when using Inserve authentication.

New feature: Quote templates

No more duplicate work! With the new templates feature, you can store all your standard quotes directly in Inserve. Easily generate a template for any new quote.

https://docs.inserve.nl/nl/article/offertesjablonen

And more:

[Fix] Handler is now directly visible again after clicking 'assign'.

[Fix] All attachments are visible again in PDF prints.

[Fix] Background tasks are now allowed to run longer. Previously an issue could arise in environments with more than 2000 debtors.

[Security] Various security updates have been applied.

[Performance] Improvements have been made to the loading of attachments.

Option added to attach extra files when sending a quote

A button is now available to add extra attachments while sending a quote. So if you want to include a specific product sheet, that is now possible.

And more:

[Fix] All images are visible again when generating a PDF.

Redesigned detail pages

To introduce visual hierarchy throughout the application, the detail pages have been improved. Among the changes:

• Items linked to the related object are now found in tabs, so there is no longer a need to scroll through a long list

• A breadcrumb has been added so you can easily navigate back to the table overview

• The notes field is always directly visible

• Buttons such as delete have been moved to the general dropdown menu

• Further optimized for mobile

Visible when a message was not sent

You can now see which message was not sent and resend it directly. It rarely happens, but in case Microsoft is temporarily down, for example, this is quickly visible in Inserve.

And more:

[Feature] Deals added to the company detail overview.

[Feature] Links in a message now open in a new tab by default.

[Feature] Visible notes on an asset are now visible in the customer portal.

[Fix] Automatic export of subscription invoices to Exact is now done in batches due to rate limiting.

[Fix] Invoicing subscriptions from project stages now sets the correct start date.

[Fix] Archived tickets showed a duplicate status.

[Fix] Navigation from the search window now opens the correct tab again.

[Performance] Significant performance update when retrieving detected time.

Filter handlers in the planning module

No more struggling with an overly long list of handlers.

Only select contacts from the relevant customer in a ticket

When a company is selected, the search function only shows contacts from that specific company. Contacts without a company are displayed at the bottom of the list.

Bulk action: Assign handler to tickets

No longer need to open each ticket individually to assign a handler. This is now possible via a new bulk action.

And more:

[Fix] Navigation to a message from the search window now scrolls to the correct message again.

[Fix] Tickets that were deleted immediately after being read were incorrectly re-read.

Automatically apply a template to incoming email (Microsoft 365)

No more manually assigning a responsible person or manually applying a set of tasks. Automatically apply a ticket template to an incoming email based on a category. The full explanation can be found in the help article below: https://docs.inserve.nl/nl/article/sjabloon-automatisch-toepassen-op-binnenkomende-email-microsoft-365

Sync contacts with Microsoft Entra ID (Microsoft 365)

Always want to keep your contacts up-to-date in Inserve? We now have the option to synchronize users from Entra ID to contacts in Inserve. The full explanation can be found here: https://docs.inserve.nl/nl/article/microsoft-365-entra-id-sync

And more:

[Feature] Message timestamps are visible in the new customer portal

[Feature] Start date of a subscription can now be edited after creation

[Feature] Product code can now be added as a magic field on an invoice line item

[Feature] Direct debit settings can now be included with the AFAS integration

[Feature] You can now invoice new time entries after a project has been completed

[Feature] Search on mailbox users when linking to support environments with 500+ employees

[Feature] Exact lines that exceed the limit are now automatically added to the notes field

[Fix] The planner temporarily showed users who did not have access to the calendar

[Fix] The Datto integration could miss some assets during synchronization

[Fix] History could incorrectly show lines from a different item

[Fix] Contract lines for tickets open longer than 1 year are now correctly recalculated

[Fix] Project time entries are now always visible in the my hours overview

[Fix] Tasks are correctly filtered for the 'own company only' license type

Reorder subscription lines

It is now possible to adjust the order of subscription lines.

Manually synchronize your invoicing package

No more waiting for the sync with your invoicing package to run. You can now trigger it manually under Settings > Integrations > Invoicing package. By default, a sync runs every hour.

Settings > Integrations > Invoicing package

And more:

[Feature] It is now possible to customize the email address for Datto notifications.

[Feature] Quotes no longer show stages if there is nothing listed under them.

[Feature] The conversation status of a project stage can now be changed.

[Feature] The start date of a subscription is now editable even after the subscription has been created.

[Feature] A project stage can no longer be closed when there are still open tasks.

[Fix] Long introduction text in quotes now appears on the correct page.

[Fix] A correct notification is displayed when sending an invoice to SnelStart when it contains more than 50 characters.

[Fix] Subscription invoices are now automatically exported again in all cases.

Apply ticket template fields to existing tickets

From now on you can use a ticket template to overwrite all fields in an existing ticket, such as the handler, type, invoice separately, etc. See it in action:

Automatically assigning a handler when creating or replying to tickets is now a setting

You can now configure per environment whether a handler is automatically assigned to a ticket. See here for the explanation. By default, this is still set to the old behavior where a handler is assigned by default.

Improvements:

[Feature] Invoice multiple periods ahead in a subscription

[Feature] Option added to also NOT apply pro-rata in the dialog

[Fix] Navigating in the planning module via the date picker now gives correct results again.

[Fix] Navigating from a task to a ticket works again in mobile view.

[Fix] 'Invoice separately' is now correctly applied when assigning a template to a new ticket.

[Fix] The 'my hours' overview now loads correctly when there are time entries on a project.

Intro and outro texts in quotes

Personalize your quotes with compelling introductions and closing texts. It is also possible to include inline images.

AFAS Profit integration

The new integration with AFAS Profit is now live.

Datto RMM integration

The new integration with Datto RMM is now live.

Improvements:

[Feature] You can now use 'End time' as a tag on an invoice line.

[Fix] Filtering on assets with the role 'own company only' now has the desired effect.

[Fix] Deal stage is now correctly filled in by default.

[Fix] No more notifications when cleaning up tickets from the trash.

Performance improvements:

[Performance] A brand-new queuing system has been introduced to make your experience even better.

Ticket detail window redesign begins

We have made significant improvements to the ticket detail window! Previously you could only quickly edit certain fields once, but now all visible fields can be edited at lightning speed.

This boosts the user experience and makes Inserve even faster!

Jump directly to a task

Jump directly to the right task with a small hint. You can now complete your tasks even faster.

N-able N-Central RMM integration

Good news! We now have a fresh integration with N-able N-central.

Bug fixes:

[Fix] It is no longer possible to manually enter pro-rata dates outside the period.

[Fix] The activity log no longer contains empty values when the sync originates from Inserve.

[Fix] The search field no longer disappears when adding an asset to a ticket.

[Fix] When navigating via the search function, all objects are now correctly displayed on the company page.

[Fix] Special characters are now supported when importing debtors via SnelStart.

[Fix] Products are now removed when they are deleted from SnelStart.

[Fix] Loading of companies and contact persons has been significantly upgraded.