Feature Requests

To create an X invoice, we need the following BTX fields in accordance with our client's guidelines: BT-70, 72,75,78.77 and 80.

Invoices are currently numbered - this means that in the event that certain services are not yet billed and therefore (controlled via a corresponding benefit status) are not yet transferred to or deleted from the invoice, the numbering within the invoice is continuous but differs from that in the contract structure. In future, the invoice should comply with the contract structure as standard, i.e. there would be gaps in the numbering of an invoice. Optionally, the invoice can continue to be renumbered consecutively (regardless of the contract structure).

If you use the ≡ symbol to display the 'consecutive number' column, you will receive a sum of all consecutive numbers below it. This is not useful and should therefore be removed. Attached screenshot

Especially on narrow first pages of certain corporate designs, the presentation of the net, VAT and gross amount in one line in one line is critical for higher amounts. projo should redesign the first page so that the three amounts are shown in three lines, as this always works even with narrow pages and large amounts.

Projo currently numbers all services consecutively within an outgoing invoice — regardless of the numbering in the contract structure or in the offer. The aim would be for the numbers from the contract structure to always be decisive. If individual items have not yet been settled, there may well be gaps in the “Performance Status” appendix. This ensures that the positions on the part of the invoice recipients are always comparable using the numbers over the entire course of the project. However, this requires the following steps: Create an option for manual numbering in the contract structure => New services or service groups do not receive a number by default. This can be assigned manually. Instead, function for automatic renumbering in steps of 1 or 10. This option must be offered separately at each level (top level and each service group). These numbers would then be transferred from the contract structure 1:1 to the outgoing invoice as standard. Within the outgoing invoice (initially cummulatively later also individual), there must then be a button “Renumber benefits”. When transferring an offer, the “Transfer numbering” function must be available for you to select and deselect. By default, it should be enabled. This can result in duplicate service numbers in the contract structure, which can be resolved manually using the new function described under 1.

Detail/improve the presentation of individual surcharges or discounts for advance invoices in the appendix Performance and Payments, in particular for services with a unit price and quantity:

With the “hour (manual)” unit, a service can be booked by default. However, projo does not draw any hours from the time journal - only the hours that are entered manually as the benefit level (comparable to other units such as day, piece, square meter, etc.) are billed. projo should display a warning here if the hours entered manually are below the number of hours booked (in the contract structure AND in the performance level+payments appendix).

If, during expenditure phases, you have set the order amount to increase as a result of postings and then create an invoice and add additional time to the invoice in the time journal, the result is a performance level of over 100%. It would be better if the order amount were adjusted as a result.

It is possible to filter outgoing invoices by an invoice date, but not by a payment date. The filter is missing here. It would also be great if you could also add the “Location” column. In fact, we evaluate invoices by location.

For cumulative accounting of hours in advance invoices, an additional mode is required which reloads all hours of the position for each advance calculation and displays them in the time journal. Manipulations of employees' time records should only be possible in the “Time Journal” appendix with regard to the comment. To do this, three predefined billing methods for hours must be offered in the Billing section of the Contract Structure Editor: hour per AR Total hour Manual hour The offer should also include the predefined units, but these should be output with “hour” in the offer PDF. Manual hour is a completely normal “stupid” unit like piece, which does not draw a time journal at all, but where you can manually enter a number of hours as the power level.