Weâve just released new Fieldly features that save you time and give you better control over projects and invoices! With Percentage of Completion (POC) and a more flexible invoice draft structure, itâs now easier than ever to manage invoicing and track profitability. đ°
đ PoC Export Directly to Excel
You can now export Percentage of Completion (PoC) directly from Fieldly to Excel! Perfect for simplifying and standardizing financial follow-ups.
â ïž Want access to PoC? Contact support, and weâll assist you. Requires the group right "Manage PoC."
âïž Edit Reports Directly in the Invoice View
Now you can adjust reports directly in the invoice view, as long as the invoice is in draft mode. Expand grouped invoice lines to view and edit each individual reportâa smooth way to make sure everything is correct before sending the invoice.
â ïž Requires the group rights "Manage reports" and "Send invoices."
đ Improved Sorting of Reports on Invoices
When invoicing reports linked to ongoing work, reports are now automatically sorted for a clearer overview:
Time Reports
Travel Reports
Articles and EDI responses together
Smart Article Reports
Supplier Invoices
Expense Reports
Other
đ§Ÿ Individual Invoice Lines for Expense Reports: New setting to show date and/or description on individual invoice lines.
đž Pricing via Wholesaler: Markup/discount can now be adjusted to with two decimals.
đ PDF Attachments via MediusGO: Option to attach PDF files for supplier invoices in Visma Administration with an active integration to MediusGO.
đ„ New Design for User Groups: The "Groups" section has been completely redesigned to make it easier to navigate and understand the content.
đ Travel Reports for Subcontractors Invited by the General Contractor: New setting allows name and description from SC travel reports to be visible to the GC.
đ Open API: Retrieve users from subcontractors (GET).
đ BL Integration: Now sends the location as the delivery address on invoices.
Weâve also fixed several bugs to provide you with a more stable experience, and we hope these new features help you work even more smoothly in Fieldly.