Quick Wins: Project Number, IBAN for Suppliers & More

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Quick Wins: Project Number on Proposals, IBAN for Suppliers & More.

General

  • Tooltip for "Subtotal" in Proposals and Invoices (1), clarifying that it sums up to the last heading.
  • If a CC or BCC address is entered when sending an email, MOCO now also displays this in the history.
Weiterentwicklung MOCO in kleinen Schritten: Quick Wins Februar 2020(English image not yet available)

Proposals

  • If a Proposal is created within a project, the project number can also be displayed in the info section (2) (Activate in Settings > Layout > Proposals & Invoices).

Expenditures

  • "IBAN" for a supplier can be entered in the form under the invoicing info section in "Additional Options" (3).
  • Multiple payments can be recorded per expenditure (incoming invoice).

Acquisition

  • The listing of leads in the Client is clearer due to probability indications, order & colour coding of completed leads.

API

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