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

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Define a PM for a group of jobs

You can now add a Project Manager to all the jobs in a group in just a click.

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Archive clients and suppliers

You can now archive your clients and suppliers (in the past the archiving functionality was only available for jobs and documents, not for ‘people’). The names of these archived clients/suppliers won’t appear in the dropdown menus when you create or outsource a job.

New 'Paid' filter for the expenses

We added a new Paid filter for the expenses, so you can get a list of all your expenses that have been marked as paid.

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New 'internal notes' field

You can now add what we call internal notes for your quotes, POs and invoices (adding notes was only possible for jobs, clients and suppliers in the past). The text in this field won’t appear on your documents, it’s just for you if you need to remember something.

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2 new reports

There are two new reports in LSP.expert: Time spent by service and Time spent by client, which sum up all your time-tracking entries for each service/client.

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Select items on multiple pages

You can now select items on more than one page in your lists of jobs, invoices, quotes, etc. So when you select items on the first page and then switch to the second page, your selection isn’t lost anymore. With this new feature, we decided to limit each page to 50 jobs to make sure our website doesn’t slow down.

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New filter in the list of jobs

In your list of jobs, you can now also filter your jobs based on the status of the outsourcing (if the supplier accepted the job, rejected it or if you’re still waiting on a confirmation).

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Automatic PO creation when the supplier accepts the job

We added the option to automatically create a PO when a supplier accepts a job on the portal. This PO is then automatically added to the job on the supplier portal.

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Accept/reject jobs on the supplier portal

From now on, the suppliers can also directly accept or reject a job on the supplier portal, using the corresponding buttons. They can also add a comment to justify their acceptance/rejection or ask a question. This option has to be enabled in the portal settings.

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