OTrack version 2.6.1 is available.
New features
- Clients module
- clients and prospects can now be categorised as B2B or B2C. This information can be used in reports to visualise separate revenue sources, for example.
- Invoices module
- Redesigned invoice editing form
- Integration with Outlook
- quotes, delivery notes and invoices can be easily sent via email in PDF format with the click of a button
- Improvements to timesheets
- time items can be created automatically from a calendar daily entries (right click on a day in the planning calendar)
- time items now have an optional start and end time
- recently used descriptions can be reused when creating a new time item
- New Tasks module
- manage your own tasks and priorities
- create delegated tasks for other users and keep track of their progress
- define task deadlines and easily visualise those that are overdue
- keep a history of completed tasks
Other improvements and corrections
- Clients module: new email address fields for the contact and billing addresses, used for Outlook integration
- Projects module: budgets are now sorted by start date and name, allowing specific sort orders with name pre-fixes (01-Budget xyz, 02-Budget abc, 03-Budget misc, …)
- Payments module: invoices can now be filterd dynamically by typing a few characters of the project name, client name or invoice number
- Reports module: Client and Project reports now display additional information with over-budget hours
- Various other small bug fixes