Changelog
Follow up on the latest improvements and updates.
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It has been a pet peeve for some of our users for quite some time and it is now fixed. You can finally type the date at the relevant fields instead of having to navigate through the calendar view. If you need to jump on calendar view, you can still do so by clicking the little icon next to the field. Hurray!
You've been there before, I know you did. Especially for all these monster projects with tens of tens of proposal items. You had to batch add them on a parent, or have many of them excluded, or make them optional, change their GM%, their service, you name it. The only option Kompass was offering is, yep, do it one at a time. Well, not anymore. Here's to the batch editing of proposal items. Simply select the ones you want to batch edit, click Actions, Edit, and voilà!
You know how handy recurring meetings are in Outlook? We wanted to bring that same simple, time-saving power to your projects in Kompass.
Think about those weekly engineer call-outs or monthly reports you have to create. Instead of having to copy and paste all these tasks every single time, you can now just set them to repeat automatically.
It’s one less thing for you to worry about. We hope it helps!
Our invoice module experienced an unprecedent upgrade and we can't even include all the changes (but we'll try). So many things to please the finance and accounting team of your organization.
- Your invoices now follow a clear path from creation to payment: Created → Submitted → Approved → Posted, a clear path to follow up on the state of your invoices.
- Notify users when invoices are submitted, approved, rejected etc. and eliminate toiling emails and confusing print-offs from your accounting system.
- Set accurate permission groups to control who can do what.
- Mark invoices as "sent to client" and never question again whether they have been actually sent.
- Make use of the powerful status filters at the top of your invoice list and seek for all invoices per department, manager, service and many more.
- Create your filter sets and use our power search tools to accurately and quickly locate the invoices you really need.
Great news! Kompass can now store the exact cost and billable rate for every employee in your organization, making project financial tracking more precise than ever!🎉So, what exactly is a Project P&L? It calculates the true cost of delivering a service. It works by taking into account your employees' hours worked on a project and their individual cost rates. Plus, it'll include any expenses allocated to that project, whether they're billable or not. The result? You'll get a clear picture of the gross profit and net operating income for each of your projects. If you'd like to dive deeper or learn more about this superb new feature, please don't hesitate to ask us!
Your company's public holidays are set in stone. And they are relevant for all your employees. Are they though? What if an employee works in a different state or a different country? What about them? What if contractually, they are not entitled to any of these holidays? Then you are setting separate calendars! One with holidays, another without them, another for Texan and another for Spanish bank holidays. You can do it! This is how: https://support.kompassbms.com/article/118-add-public-bank-holidays
Do you want to know how much you're utilizing your equipment? Are they stuck in your storage for days in and out? Or are they allocated to employees who are not even heading to billable projects? Here's the equipment utilization spreadsheet for you. It provides genius information about the utilization of your equipment by category, department, date, or more. Poke the Kompass team so that we'll send it straight to your mailbox.
Here is a post for all the Kompass tech-savvy out there.
Your employees worked 8 hours today, 2 of them are non-billable and so you marked them as such on the timesheet entries. Now, the new and upgraded status update window will only sum up the billable hours ignoring these that should not be billable. Your rated projects, managed like never before.
Another integration lands in Kompass BMS! If you’re using QuickBooks Online for your accounting, chances are you might also be using TSheets (now known as QBO Time). Well, good news, starting today, any timesheets booked and approved in Kompass will automatically sync with TSheets. No more faffing about with manual exports and imports. Just a smooth, behind-the-scenes handshake between the two platforms.
For those of you who are not still using the Project Performance Report (PPR), well, you are missing the best! There's a new change in place. You can now find all expenses and show them at your PPR. Separated by "billable" and "non-billable". Please contact the Kompass BMS team to tailor your PPR. Also, please contact us if you don't know what a PPR is, one of the greatest value generators or Kompass BMS!
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