Feature Requests

If a draft reminder has been written, it is displayed in the overview of outgoing invoices, but is not marked as a draft. It is therefore not apparent that a draft reminder was not sent/confirmed. It would be good if this was made clear or if draft reminders did not appear in the overview. When in doubt, it looks as if you have already warned, but that is not the case.

Wouldn't it be easy to enter the difference between payment amount and gross invoice amount in the Cash discount (gross) field when posting incoming payment of the outgoing invoice. Currently, you always have to calculate and enter this manually. Suggested value for the remaining amount of the invoice minus payment would be great.

It would be handy if you could define the reminder levels and deadlines and Projo would remind you when they have expired. So far, you can view the reminders on outgoing invoices, but you have to “manually” compare the data with the deadlines. For example, a color background, such as on the performance status maintenance page, would also be conceivable for exceeded deadlines

The text is always “minus XX% of cumulative SE (net)” under Performance State/Payments. As part of a changeover in an ongoing project, this value must be adjusted manually, as there have already been deductions from previous invoices, which must be deducted from the cumulative value here. Unfortunately, this cannot be recorded in a form that is comprehensible to the customer and, as an integral part of XRechnung, the PDFs cannot be edited with external programs...

Office -> Incoming invoices does not offer the option to search for incoming invoices outside the current month or outside of currently open incoming invoices. Like “outgoing invoices”, please display all entered incoming invoices and make them searchable. You can then search globally by invoice number. Or is there another way?

It is currently not possible to correctly enter additional costs (such as plot costs, travel costs...) into the contract or to include them in the check invoices. In the advance invoices, it is not possible to show the VAT rate of 7% for train tickets or hotel costs, for example...

In the case of incoming invoices for subcontractors, it would be good if, after a successful check, you can enter any reduced amount and this then also appears in the liquidity planning. So far, this only seems to be possible as soon as you set the invoice to “paid” and then enter the amount actually transferred. A function in advance, i.e. before payment, would be very helpful. Thank you!

I would like to see a more flexible way of setting discounts and surcharges. When adding discounts/additional costs or other surcharges, you should be able to choose which services or service groups of the contract/offer they should apply to. I also find it clumsy that when setting several surcharges, the fee, including the first surcharges, is used as the basis for calculation for the subsequent surcharges. So if 5% additional costs are added to a project and an additional 3% for project management costs, the 3% is calculated from 105% of the order amount. However, in my opinion, this should also relate to 100% of the order amount.

The download format can be set for invoices. There is obviously no such setting for reminders. Can this setting option be added?

Would it be feasible in the long term to check incoming invoices from subcontractors directly in projo when uploading to projo? I imagine an editing mask with a checkstamp/digital signature, etc. and possibly even with a notification system for the respective clerk/project manager (2-stage verification).