July 2018 Version Update: 9 Reasons To Stay Productive During The Summer
With the June update, we’ve made quite a few beneficial updates to Scoro. So, instead of getting a sunburn and taking a cooling dip in the sea, let’s dive right into the list of improvements.
Project progress bar in projects list view
You can now see the progress of each project right there in the list view, no need to open the project to stay updated.
To add the progress bar to your list, just tick “Progress” under the View options.
Number of projects under each summarized group
When using the “Summarize” option in the projects list, you’re now able to see the number of projects for each summarized group.
For example, when grouping the list by project managers and summarizing the results, you can easily tell how many projects each of them is currently managing.
Improved order for linking contacts
In both project modify and projects list view, we’ve improved the way contacts are displayed, when starting to link the project with a client. Now, the contacts marked as “Is client” on the contact card are displayed first in the list. This way you can easily find only the relevant contacts.
Automatic notification of all project members
We have improved the way our project notifications work. From now, all project members are automatically selected to be notified when creating a new project, adding members and clicking on the Notify button. You can still deselect users that shouldn’t be notified.
Filtering the work report by project phases
The same project filter as in Scoro’s task list is now also available in the detailed work report, so it’s easy to get an overview of (and create an invoice for) only the activities done during a specific project phase.
Indication if time entries are confirmed and billed
For those of you using activity confirmation and/or work-time billing, you can now easily tell if a time entry has been confirmed and billed. This way, you can track if all of your team’s work has been billed to the client. There are now two icon columns in the detailed work report and next to time entries in the task detailed view – one for each status.
If a time entry is confirmed and fully billed, the icons are blue and green, respectively. Yellow stands for a partially billed time entry. If the icon is gray, it hasn’t been billed yet. You can click on the billed icons to see the relevant invoice(s). If the confirmation icons are gray, the time entries still need to be confirmed before they can be invoiced. Just tick the relevant time entries in the work report and confirm them with one click, then create an invoice for your customer.
Updating credentials for MS Exchange
If you’re someone who is extra careful (as you should be!) and change the password of your MS Exchange account regularly, you can now easily update your credentials on the MS Exchange integration page in Scoro. Just type in your user information and you’re good to go.
Bills from Scoro to QuickBooks
In addition to syncing bills from QuickBooks to Scoro, we have now enabled supplier bills synchronization from Scoro to QuickBooks. This helps to ensure all important documents are safely stored on both sides, no matter where they’re added from.
All exchange rates from ECB
When changing the base currency of your Scoro site, the exchange rates are now automatically calculated for all used currencies that are available in the European Central Bank registry. As a result, the financial data in Scoro is accurate at all times, no need to calculate anything manually.
Go to the related files list from any view
Instead of opening each project-related file separately, you can now click on the Files section title in any detailed view in Scoro and get to the filtered files list with one click. If needed, just select all the files to download, and store or present your work to the customer.
New columns in the task list view
With two new columns in the task list view you’re able to see both “Planned billable time” and “Remaining billable time” spent on project-related activities. Just tick these under the View options and take a quick look at how much work-time still needs to be invoiced for.
Displaying of long events in the Planner
Until now, we had an issue in the Planner where a long event lasting for more than one workday was still fit to display in one day. We’ve taken care of that, so the Planner now shows the event on as many days as the event lasts for.
Subtotal of successful quotes
To help you get a quick overview of future revenue from finalized deals, we’ve added a new subtotal row to all views that include a related quotes section in Scoro. The subtotal is calculated based on quotes in statuses marked as “Is successful”.
Default estimated closing date for quotes
There’s a new setting under Settings > Sales and Finance > Quotes called “Default estimated closing date:”. This allows to set a prognostic closing date (e.g. in 7 days from today) that will be added automatically when creating a new quote. Automating this small step will prevent users from forgetting to add this data, and result in a more accurate overview of your sales funnel.
Linking calendar events with relevant documents
When linking a calendar event with a project and then with a quote, for example, Scoro now lists the quotes linked with this project first. This also works when linking an event with an invoice, order or bill. This makes interlinking relevant items even easier.
Sales docs numbering
Previously, when creating sales documents numbered – for example – 1 or 00001, both options were saved in Scoro as 001. We’ve now opted for a more flexible solution, in which the numbering is directly based on the user’s input. This allows smoother syncing with accounting software.
Link to the task created based on a sent email
Interlinking data is a big part of Scoro, so we’ve added another link to get to relevant data faster.
When sending an email from Scoro and creating a task, or linking an already existing task with this email, Scoro now shows these interlinks in different views. A link to the email is added to the task detailed view and, vice versa, the link to the task is added to the email detailed view under Reports > Sent items. For example, if you’re sending multiple attachments via email, then all of these files are just one click away in the task detailed view.
Images included in notification emails
When adding an event, a task or a comment in Scoro and attaching a picture to it, the notified user will now also receive the added picture with the notification email. Yet another small fix, but helps to save time by getting all relevant information from one source.
Searching tasks by ID
In addition to the task title, you can now search for any task by its ID all over Scoro. When you create untitled tasks with only a description or activity type, these tasks can be difficult to find when linking them with calendar events or when using relation-type custom fields. Now, you’ll be able to search for the corresponding task by typing the ID in the “Link with task” field.
- Project templates
- User tags
- WIP report
Okay, it’s time to go and see the new version of Scoro for yourself!
We do our very best to make Scoro better every day, so we really appreciate your feedback. Let us know what you think at [email protected].
Want to learn more tips to use Scoro to its full potential? See these guides:
Top 20 Questions We Get Asked About Scoro
12 Quick Tips To Get More Out Of Scoro (Beginner Level)