The option under Settings > Advanced options to automatically switch jobs to edit mode after creating them now also applies when a job is duplicated.
Edit mode for duplicated jobs
Outsourcing: automatic status change
When a supplier accepts a job on the portal, the main job in LSP.expert automatically switches to “In progress”.
New filter for clients
You can now also filter your clients based on their email address.
New subtotal in case of a discount
If you have a discount for a job, you will now also see in the interface and on the PDF file of the invoice a new Net line representing the amount with the discount but before tax.
Cc contacts to emails
You can now Cc contacts to the emails you send using LSP.expert. In the sending screen for your invoices and quotes, you will now find a checkbox next to each contact to Cc the contact to the email.
Under People > Clients, there is also a checkbox for each contact to indicate that you would like this contact to be Cced by default to all the emails your will send with LSP.expert to this client. If you tick this checkbox, the Cc checkbox in the sending screen will automatically be ticked for this contact, for all your emails to this client.
New option for jobs
We reorganized the arrow button on the Jobs page, to give you a clearer view of the options it offers. And we also added a new option there: “Invoice selected jobs by Project Manager”, that allows you to create an invoice for each PM entered for the client.
New reporting feature (comparison between two periods of time)
You can now compare your performance with the prior period, viewable by year, month or quarter. In the reports, a blue line represents the current period, whereas a new grey dotted line represents the previous period. You can edit the comparison (for example compare your current performance with the one from two years ago) or remove it entirely if you want to isolate a current period. When you point your mouse on the dots in the graph, you see on the left your current performance and on the right the previous performance (+ the percentage of change).
Reference number for expenses
You can now give a reference number to your expenses (like for jobs). If the expense is linked to the outsourcing of a job with a reference number, the system will copy the reference number of the job for the expense. But you can of course also change this reference number by opening the details of the expense and clicking on the little pencil. There is also a new Reference filter for the expenses (Search button).
Change the service when outsourcing a job
You can now change the service of a job when you outsource it. That is particularly useful if you invoice your clients in “source words”, but you outsource jobs in “target words” to your suppliers. When outsourcing the job, you can then select the service using target words. You can also use this functionality when you would like to outsource a revision of a translation without necessarily creating a new job for the revision.
New Groups view
There is a new Groups view in LSP.expert, where you can manage all your groups more easily than before.
Next to the existing group functionalities (budget and profitability for example), we added some new options, like a general progress for the whole group, an automatic calculation of the due date, the possibility to add labels and notes at the group level and a specific Actions menu for the jobs in the group.
Everything is explained here: http://help.lsp.expert/en/articles/4410290-can-i-see-a-list-of-all-my-groups-projects-in-lsp-expert