# Atollon 2014 Innovations
# Atollon Innovations 2014 (week 39)
### Enhancements
- Call Centre: Enabled auto-login to PBX after user's login into the system
- Time Sheet: Printing Time Sheet records now enable displaying totals of just chargeable work when printing all records
- Time Sheet: Fixed formatting of numeric fields in export (for calculations in spreadsheet SW)
- Invoice: Now it's possible to set Tax value manually (even though it may still be calculated)
- Invoice: It's possible to select analytical account on invoice record (used for further exporting into accounting sw)
- Invoice: It's possible to change management controlling on multiple invoice records at the same time
- Invoice/Estimate: Now it's possible to sort order of records on invoice or estimates
- Invoice: Various improvements and fixes in invoice / estimate calculation
- Finance: Now everywhere analytical account codes + names are visible
- Recruitment: Listing public web vacancies allow sort by Valid From
### Bug Fixes
- Contact: Saving distribution groups in contact detail now more reliable agains user mistake
- Time Sheet: When Time Sheet records are locked (for X working days back), it's not possible to change chargeability from the grid
- Invoice: When adding transactions into invoice, correct analytics account (sales / purchase) is added based on Product
- Projects & Folders: Fixed listing Folders from Folders view
- Form Values: Access rights to project / folder forms are now inherited and checked when accessing/updating forms
- Print Templates: Now large Django-based print templates work properly
# Atollon Innovations 2014 (week 31)
### New features
- New module: Atollon Call Centre
- Billing: New invoice approval workflow
- Finance: Management controlling
- Finance: Loading exchange rates automatically
### Enhancements
- Messages: Auto-forwarding messages to external e-mail addresses
- Recruitment: sorting web vacancies based on Valid from date
- Billing: Recurring Fees - complete overview
- Billing: Recurring Fees - highlighting items that don't generate any Billing Items
- Billing: Show (General Ledger) account numbers in combo fields
- Billing: New workflow: rejecting Time Sheets
- Billing: New workflow: auto-billing any items connected to closed Activity
- Billing: Auto reusing omited serial numbers
- Received Invoices: changed rounding to 2 decimals
- Estimates: Possible to manually sort rows
- Calendar: Added copy event functionality
- Calendar: Added spinner for events loading
- Finance: Added rate date into currency rates settings
- Finance: Editing numbering for invocies, projects, etc.
- Finance: Editing sequences / last number used
- Messages: Added "Dial" functionality into Phone Call record
- Messages: Possibility to send new request using Atollon Touch
- Messages: Added spinner on loading messages
- Messages: Hidden buttons that have no current meaning
- Contact: Fixed loading / saving contact groups agains accidental non-saving
- Contact: Fixed saving Birth Date
- Finder: Preventing opening the same window several times
- Finder: Contact preview optimized
- Finder: Added "Last contact date" to the header
- Finder: Improved editing Note in Finder header
- Reporting: Added tooltip on report description
- Reporting: Added mass responsible user change on folders,projects
- Reporting: Added mass status change for projects & folders
- Calendar: Rights checking before saving the Task
- Recruitment: Moved selection procedures preview to the bottom
- Recruitment: Applicant preview optimized
- Time Sheet: Fixed rounding of Expenses to 2 decimals
- Time Sheet: Valuation performance improved
- Workflow: Mass client status updates trigger workflow actions
### Bug fixes
Server printing: Fixed using larger print templates
release-week-1418
### New features
- Billing & Invoicing: Possibility to send Invoice with Time Sheet attachment together from Draft invoices
[](https://help.atollon.com/uploads/images/gallery/2020-03/invoice-send-draft.png)
- General: User password has more strict rules + it's change can be enforced after next login
- Mass Mail: Possibility to enter / delete distribution group categories (folders for better group organization)
- Mass Mail: Possibility to add / remove contact distribution groups
[](https://help.atollon.com/uploads/images/gallery/2020-03/massmail-contact-groups.png)
- Finder: Contact preview added to the Finder folder's header
### Enhancements
- Billing & Invoicing: Improvements in editing recurring fees (required fields, hints, entering merge fields)
- Billing & Invoicing: Added new filters for Billing Items (by Product, Activity type, Project type)
- Billing & Invoicing: Automatically adding Delivery contact address, if available in contact
- Billing & Invoicing: Added indication about items (from Time Sheets) that have been created automatically during Draft creation
- Billing & Invoicing: Removed restriction about Free quantity in Billing Items (now any combination of Unit Price x Price vs. Free Qty + Fixed Fee works)
- Billing & Invoicing: Added indication of billing period into Time Sheet or Invoice print
- Contacts: Added option to quickly create new contact + folder (Client, Partner, Applicant, etc.)
[](https://help.atollon.com/uploads/images/gallery/2020-03/contacts-quick-create.png)
- Contacts: Improved identification whether contact has folder or not in the list of contacts
[](https://help.atollon.com/uploads/images/gallery/2020-03/contacts-folder-indication.png)
- Finder: Better performance of opening projects on large databases (hunderts thousands of projects)
- Project: Better performance of selecting responsible users
- Recruitment: Better performance of Applicants listing
- Recruitment: Rewritten selection of locations (now possible to search by ZIP code)
- Recruitment: Unified view on applicant from both Finder & Applicants database
[](https://help.atollon.com/uploads/images/gallery/2020-03/recruitment-applicant-detail.png)
- Recruitment: Automated labelling of CV document type in Applicant's document upload (both Finder and Applicants database)
- Recruitment: Added basic recruitment workflow -> relation of Selection Procedure status to project status settings (requires set-up)
- Recruitment: Vacancy status in Vacancies overview is identified by color
- Time Sheet: Improved performance of Time Sheet listing
### Bug fixes
- Billing & Invoicing: Fix filtering on billing items
- Contacts: Fixed selecting primary contact information
- Expenses: Quantity of expense may now be entered with decimals
- Recruitment: Fixed refresh of recent employments after their update in contacts
- General: When export is forbidded, export options are no longer available
# Atollon Innovations 2014 (week 10)
### New Features
- Full contact form fields customization (fields visibility & mandatory fields)
[](https://help.atollon.com/uploads/images/gallery/2020-03/contact-form-settings.png)
### Enhancements
- Billing & Invoicing: Added filter for invoice amount (from .. to)
- Billing & Invoicing: Added possibility to extend general Billing / Time Sheet rules for each individual client
- Billing & Invoicing: Prevent saving Billing Rules without setting Time Sheet rules
- Billing & Invoicing: Added Header & Footer text of Invoice on printout (coming from Billing Rules)
- Billing & Invoicing: Possibilty to Postpone & Avoid billing of the Draft invoice (incl. Billing Items & Time Sheet)
- Billing & Invoicing: Possibility to configure new Journals (where 0 VAT may be applied for foreign invoices)
- Time Sheet: Added progress indication
- Time Sheet: Added new grouping option: by Price (to see what rates have been used & whether there are 0 rates)
- Time Sheet: Replaced the Dashboard component motivating data entry to chart-based
[](https://help.atollon.com/uploads/images/gallery/2020-03/timesheet-dashboard-chart.png)
- Invoicing & Estimates: Possibility to copy transaction(s) on Invoice / Estimate
- Recruitment: Added possibility to add closed vacancy to Applicant & improved vacancy list component
[](https://help.atollon.com/uploads/images/gallery/2020-03/applicant-add-vacancy-to-closed-projects.png)
- Recruitment: List of applicants on vacancy stretched on full size of the form
- Recruitment: Searching in the list of skills
[](https://help.atollon.com/uploads/images/gallery/2020-03/skills-search.png)
- Recruitment: Added possiblity to search in the list of positions (when adding new position to candidate in employment history)
- Reporting: Added optional refresh of background finance data for finance report(s) - slow on large instances
- General: When app is log-out, it is automatically refreshed with new login
- General: Added possibility to set rights of users to other user's Time Sheet, Tasks, Calendar (Events)
### Bug fixes
- Estimates & Invoices: Fixing broken Unit Price
- Recruitment: Adding company to applicant is now smoother
- Tasks: Slower refresh due to large implementations for increased performance
- Messaging: When sending multiple e-mail attachments, sometimes the contents was mixed in experimental app server
- Messaging: To field - not all recipients received the e-mail in experimental app server
# Atollon Innovations 2014 (week 04)
### New features
- Billing & Invoicing: Added possibility to edit currencies
- Billing & Invoicing: Added possibility to edit exchange rates (for foreign currency billing)
[](https://help.atollon.com/uploads/images/gallery/2020-03/currency-rates.png)
- Billing & Invoicing: Added welcome screen on client's folder detail (unfinished)
[](https://help.atollon.com/uploads/images/gallery/2020-03/billing-welcome-screen.png)
- Billing & Invoicing: Added Recurring Fees functionality for automated Fixed Fees creation
[](https://help.atollon.com/uploads/images/gallery/2020-03/billing-recurring-fee-2014.png)
- Task Management: Added option to select solver (responsible user) automatically when creating new Task
- Time Sheet: Standard texts functionality added
### Enhancements
- Billing & Invoicing: Improved setting Unit Price (needed for automated use of free service hours)
- Billing & Invoicing: Indication of Used free service hours
- Billing & Invoicing: Now it's possible to approve / confirm Billing Items from (client) contact folder
- Billing & Invoicing: Easily customize global Billing Rules on (client) contact folder
- Finder: Added indication of Activity Reference number into lists
- Time Sheet: New Time Sheet entry is automatically confirmed & price is added, if missing
- Tasks: New Task - app now remembers values (Reminder setting)
- Calendar: New Event - automated moving To: date when From: date is changed
- Contact: Possibility to upload basic contact data for entrepreneurs/persons automatically (CZ + SK)
- Contact: Removed "Due Days" field > moved to Billling Settings on contact folder
- Users: New option to show only active users
- New project wizard: Improved & simplified layout
- Recruitment: Added name of the contact information type (such as e-mail personal or e-mail work)
- Recruitment: Selection Procedures functionality moved to separate Tab for optimal displaying
- Recruitment: Saving candidate profile data progress indication
### Bug fixes
- Contact: Duplicity check is executed even when using auto-contact lookup & VAT entering
- Billing & Invoicing: When invoice is deleted, it's possible to use records again for creating new invoice
- Billing & Invoicing: Fixed calculation of total amounts (now properly recalculated based on Exchange Rates from foreign currency)
- Workflow: Fixed saving time-managed actions
- Document Library: Fixed escaping special characters, when loading documents using Web Services API (web integrations)