Enhanced contractual item prices for building materials.

Our extremely popular building block (often used for project budgets) will receive a significant upgrade once again in a short time! This time, we have expanded the new Calendar view with additional features, mainly focusing on cost management!

Contract item prices building element - Calendar view

  • The linked elements in the Calendar view are clickable, and if you leave the cursor on them, the system shows which application they are related to
  • The net unit price and net amount of the budget are visible
  • Transformed, more beautiful table in calendar view
  • Cost items for specific dates can be recorded as well, these can be our invoices or their items, or manually recorded costs. Adding costs is possible with the + button next to the dates, which shows which date the cost item is added to when hovering over the button.
  • Recorded cost items can be viewed on specific dates as well as aggregated and can also be deleted

Payment reminder for expense bills and new coupon code options!

From now on, you can also manage product-specific coupon codes, as well as handle payment reminders received for expense invoices!

Payment reminder for expense invoices

  • New option to save payment reminder information for the expense invoice
  • The payment reminder is visible on the invoice list as a red warning
  • The date of the payment reminder and any attached short notes can be saved

 

Coupon codes

  • Product-specific coupon codes can be created (coupon code for a specific product)
  • The coupon code view has become more user-friendly and looks better in dark mode, and the selected product is also displayed

A new building block that allows you to create B2B sales tasks in any application!

Thanks to our new building block, you can create B2B sales tasks from any application element, and the data for this is provided by the built-in company database, where you can even perform filtering by activity!

Creating a valuable task from the built-in company database element
  • List the valuation tasks associated with the given application element
  • A new valuation task can also be created associated with the given application element. In this case, the system directs to the normal built-in company database section, while showing in blue on top which application, to which element the task will be linked. The valuation task will be a filtered list from the built-in company database that can be narrowed down by several filter criteria.
  • The created task can also be accessed from the Company Database page, but in blue it is visible to which application element it was linked, clickable, leading to the application element.
Built-in company database
  • Sales tasks related to the company database can now be deleted.
  • The page listing sales tasks has become more organized.
  • The free text search function has been improved.
*The availability of the built-in company database may vary by country and also by subscription package.

New bank account balance option and widget

You can now track the balance of your bank accounts in all your tracked bank accounts, plus you can also display the bank account balances (for example, for the manager) as widgets on the homepage.

Menu for other financial options: - This is where options that cannot be classified anywhere else will be placed. - First, it will display the Account Balances. Other finances / Account balances: - In this section, the system will list all available bank accounts broken down by company. - It will show the balance of the accounts and the date when the balance was recorded. - The balance and the balance date can be recorded. If the date is not provided, the system will save the current date. Main page widget for Account Balances: - The widget zone can be placed in the upper, right, and left sides. - It will display all bank accounts, their balances, and the date of the last update. - If the update date is at least 7 days old, the system will highlight it in red to draw attention to the outdated data they are working with.

If it's Friday, then there are minor improvements in Fryda!

Thanks to our latest update, the navigation in the company database has improved, the Table View in application elements has become more intelligent, and the import functionality for application elements has been enhanced.

Tabular View in Application Elements

  • The system has become even smarter: when both the individual creation date and product selection are present in the tabular view, the creation time of the products automatically takes over the creation time of the application element

 

Company Database

  • Enhanced navigation within the company database and tasks related to the company database

 

Import of Application Elements

  • More intelligent importing when multiple object selector types are present in the field

More features in our construction element called Contract Item Prices.

Thanks to the new features, our Contract item prices building block can now manage and display both the agreed budget and the progress from the budget item perspective!

Contractual item prices
  • Javításra került egy hiba, ami miatt a szolgáltatások hozzáadása a szerződéses tételekhez nem működött
  • Mennyiség is megadható (eddig ez a funkció csak az import során működött, ha konkrét szerződéses költségvetést importáltunk be)
  • Szerződésben szereplő megnevezés is hozzáadható (ekkor a szerződésben szereplő név lesz megjelenítve, de alul a belső tétel név is látható szürke színnel)
  • Új naptár stílusú nézetválasztási lehetőség, amit a rendszer megjegyez, valamint az alkalmazás építőelemei között beállítható alapértelmezettént
  • A naptár nézetben követhető hogy melyik nap került hozzáadásra az adott tétel a szerződéses tételhez, valamint így módon a napi / heti előrehaladás is követhető
  • A rendszer automatikusan is hozzápárosítja, a kapcsolt tételeket a naptár nézetben, a kapcsolat pedig 1 kattintással véglegesíthető

Built-in company database with advanced B2B sales features on top!

Our system now also includes a built-in company database! You can filter companies based on various criteria and assign sales tasks to your colleagues, which you can monitor in real-time!

Integrated Company Database

  • The built-in company database available in the system facilitates B2B sales
  • Contact and ownership data of companies are mostly available
  • In the company database, there are numerous filtering options to narrow down, such as by industry, region, city, country, revenue, company value, etc.
  • An enrichment / contact creation task can be created for the filtered company list, where the contact details of companies can be viewed. Feedback can also be given with a few clicks on the company list
  • All tasks and history related to a company (company in the database) can be viewed on the company's profile
  • Previous unrelated history can also be viewed during sales tasks, which can help the colleague during task completion
  • By the end of the year, company databases from more than 15 countries will be integrated

We are closing September with developments that facilitate and expedite invoicing and revenue recognition!

Our latest update saves significant time for tasks that are frequently repetitive, such as Invoicing and Revenue Recognition processes.

Revenue Recognition

  • File-based revenue recognition requires 1 click less, saving some time
  • Further time saving as file-based revenue recognition works 25% faster
  • The system automatically corrects data-deficient files (e.g., missing gross value or VAT) in file-based revenue recognition
  • When recognizing costs section, the system saves item numbers if available

 

Invoicing

  • In compact mode, invoice details are visible, and the application ID for creating the invoice is clickable
  • Converted invoice list shows invoice checkbox and type information
  • Clicking on the payment information block in invoice list, option to change from unpaid to paid status directly (previously accessed only in separate Options menu)

Separate customer financial section!

In the system, customers' financial information is now available in a new menu option! The first features to be included are customer-side compensation and customer balance functionalities.

Customer finances

  • New submenu in the left side menu containing customer-related finances

 

Customer compensation

  • If there is an unpaid invoice for the customer, and the customer has also issued such an invoice to you, then compensation can be made.
  • The system lists all customers where compensation is possible.
  • As this process cannot be automated (the system cannot cancel the invoice issued by the customer), only the invoice list and the option to issue a protocol are available here.

 

Customer balance

  • All active receivables and expected revenue with customers can be seen on one page, along with their difference, which gives the customer balance.

Faster operation, improvements, and minor changes

On Friday, there will be further minor fixes and modifications. In this case, the display of stock information has been accelerated, during invoicing, it is now possible to choose a bank account number, there are nicer previews, and an improved Tabular view for the application elements.

Faster stock information

  • The stock information view loads faster (0.3 seconds instead of the previous 2 seconds), where the total value, quantity, weight, and load capacity (in percentage on shelves) can be seen according to current inventory, organized by warehouse and shelf. (Inventory menu information option)

 

Billing

  • When creating an invoice, if the company has multiple registered bank accounts, one can be selected from a dropdown menu for bank transfer invoices

 

History

  • Improved appearance with better space utilization in the desktop view of history

 

Application Elements - Tabular View 

  • Fixed an issue where not all data was deleted after deleting a selected table in tabular view
  • Improved appearance

Even smarter operation and financial developments at the group level of the company!

In our latest update, the popular tabular view in the application list items works more intelligently, and the compensation document can also be downloaded for the corporate level financial features in the company group.

Application Elements - Tabular View

  • When the date is modified, the content changes only if a valid date is entered
  • By default, the system displays the application elements until the end of the month
  • Smarter operation; if no application elements are found for the given month on the first load, the system starts displaying from the last valid application element and dynamically changes the start date

 

Company Group Options - Compensation

  • In the invoice list, the invoice number becomes clickable, enabling the user to view the invoice and see the product-level breakdown of compensation
  • In the compensation list, the specific compensation can also be downloaded in PDF format, enabling it to be sent for approval or signed with the client before execution

Enhanced import and table view.

Thanks to our latest update, the import function works well even with lower quality data, and the simplified tabular view received an application element deletion option.

Application Elements - Tabular View 

  • For admin users, there is a new button available to delete selected items in the table; the system prompts for confirmation before deletion, and deleted items can be restored later (again with admin privileges) in case of accidental deletion

 

Application Elements - Import

  • The description of selectable fields during import has been made clearer
  • The creation date is now an importable field
  • Recognition of values during import has been improved
  • The system now tolerates many errors (such as extra spaces, accent mistakes, or swapped values) during import, making the import successful even with poor quality data sources

Sales user / employee selector module

With our new building block, you can input or automate the selection of your sales team members, which can later be used as a data source for sales statistics. The view of the selected team member in the building block list page has also been improved.

Valuable colleague selector component

  • New component to select dedicated valuable colleagues for our application
  • Option to set the creator user as the valuable user
  • Can be restricted to a user group, allowing selection of colleagues only from a specific group (e.g. pre-defined valuable group)
  • Various statistics can be generated later from this data
  • The component also has a list view

 

Selected user / colleague component

  • Improved appearance in list format

New responsible colleague for building components and API development.

With our new selected responsible user building block, the selection of the responsible team member can be automated, and thanks to this, this information is now also available in list view. Furthermore, our API has been expanded with a linked application element selection feature!

Automatically Generated API

  • On the API page, applications are listed in the order they appear in the sidebar
  • The linked application item selector element is also accessible through the API, with two functions: a search that returns the identifier of the linked application item in free text form, and a selection validator

 

Selected Responsible User Building Element

  • New building block to select the project responsible user (colleague)
  • This information is also available in the list view
  • Automate to make the creator colleague the responsible one
  • Limit which user groups can select a colleague

Great new feature for Friday!

Like the recent Friday updates, today's final update of the week also brings many small improvements.

Billing

  • In case of an invoice, an advance invoice can now be created from the invoice, with a separate button made available for this purpose
  • Modified icons in the billing section

 

Invoices

  • Separate invoicing menu within the invoices section, separating invoices and bills

 

Object work pairings

  • It is visible which colleagues have not yet been selected for a given date

 

Other developments, improvements

  • 5% faster data loading in the right section

Enhanced sidebar functionality within the applications!

The system now remembers if you enable the history, and moreover, the feature can be enabled for applications as well! Thanks to this, you can already create applications that include the sidebar when you build them!

Application history data - History data now appear in the sidebar in desktop and tablet view. - Clicking the history button again will hide the sidebar. - In mobile view, the information continues to appear in a pop-up window. Default display of application history data in the right sidebar - In the settings of individual applications, you can now choose whether the application history data should be displayed by default in the right sidebar or not. - This setting only applies to desktop and tablet views, as there is not enough space for constant display in mobile view. - This function can be set when creating a new application or for existing ones. - Even if the function is set to be constantly on, the sidebar can still be hidden.

Quick review of documents and uploaded files!

Review all uploaded documents with one click in case of more complex workflows. You don't need to go through multiple workflows, but you can see exactly where each document/file is uploaded in one place.

The content provided is in Hungarian and is formatted in HTML. Here is the translation into English: **Side panel within the application elements** - Some information is now displayed on the right side in a pop-out side panel, instead of pop-up windows, on desktop and tablet views. - The system still displays these pieces of information in pop-up windows on mobile view. **Application element files/documents** - This feature is excellent for overviewing what files have been uploaded within complex workflows. For example, if 6-10 workflows require file uploads, you can view them all at once rather than clicking through each individually. - With this function, you can view all uploaded files within an application. The system shows the workflow name, and the uploaded files can be viewed. - The system also indicates if no files have been uploaded or if the file upload field is not accessible within the application element. - An icon for this function, represented by an open folder, has been added at the top of the application element. - The information appears on the right side in the side panel, causing the rest of the application content to have a slightly narrow appearance.

New type of description building block in today's update

In the system, there has been a description building block so far, but this was a global description field within the project that was only worth using once. From now on, a separate description building block can be used, which can be used an unlimited number of times within an application, each with a different value. It is recommended to use in more complex projects.

International description building block
  • New building block that looks and functions like the description building block you are familiar with.
  • The normal description field is a kind of global description, so if you put it in multiple workflows, the same description can be accessed or edited everywhere. However, this description element is standalone, so its content can only be accessed or edited where you place it.
  • Adjustable height of the building block
  • Basic formatting options are available during use
  • You can place multiple instances of this building block in a single workflow

Better customer data management and new variables!

In our latest update, we have improved the customer profile editing view, allowing for the addition of new data points for customers that can be used as variables. This enhancement has made it even easier to automate the process of creating contracts.

Customer Data

  • For customers, place of birth, date of birth, identification number, and mother's name can also be provided
  • A minor visual improvement is made during the editing of customer data
  • Fixes an issue that rarely occurred, making it seem as if the customer's bank account number was not saved (the save actually took place)

 

Variables

  • Variables with customer's place of birth, date of birth, identification number, and mother's name can be inserted into documents (e.g., contracts)

 

Lists

  • Transformed, more user-friendly appearance when editing list items

Better invoicing and copying products from the quote to the products

Our latest update includes minor changes and bug fixes, which have improved invoice management and added a function to copy products from the quote to the items.

Billing

  • Transformed invoice list for better clarity, smaller supplemental information, and a button to view the invoice
  • Fixing a submission error from the Tax and Customs Administration
  • Resolve a rare issue where clicking the Delete button did not remove the Proforma Invoice from the preview screen

 

Quote Builder

  • When copying items in the quote to the items section and serial number handling is enabled in the Product Selector Builder, the system now copies the items with 1 item per row logic
  • This update fixes an issue where in rare cases, currency was not copied from the quote to the products

Serial number management in our software!

Today, we discussed the development of the product selector component, which now includes the ability to manage serial numbers in our software!

Product Selector Component - Serial Number Management
  • The building element settings can include enabling serial number management, which will display a serial number column as an input field where you can enter the serial number for each row.
  • The specific product will appear in the table as many times as the quantity added due to the serial number.
  • By default, the product appears in one row, and next to each entered serial number in the serial number column, there is a button that allows you to expand all rows and enter the serial number.

 

Variables
  • A new variable is available to extract the used serial numbers and can be used with documents, for example.
  • In the product table variable, you can individually define the columns where the serial number option is included.

In our latest update, the Product Selector element has received new features!

It is possible to enable stock movement alert when adding a product, by placing an order task button. This allows for greater control, for example in cases where a separate procurement process is initiated after a sale or transaction.

Product Selector Component

  • In settings, there is an option to disable stock movement. This means that in this case, the stock is added to the application, but the stock movement itself does not occur. In this case, we can manually enter the stock movement and send a procurement request to the warehouse (as a task).
  • If the stock movement is disabled, we can set up a procurement initiation button and specify who (which colleague or colleague group) will receive the procurement task. The default value of this can be set.
  • Manual stock movement initiation button that requests confirmation
  • The system indicates which products have no stock movement; when these are deleted, there is no stock movement.
  • The system notifies when our stock procurement request has been submitted
  • New task type among application items, Order / procurement task, with an icon of a delivery person holding a purple package

Enhanced access management and convenience

Our latest update comes with enhanced permission management: it is now possible to lock folders, providing better permission management for HR staff, as well as improved handling of large tables within our system for added convenience!

Users / Colleagues List - It is possible to grant special permissions to the Users / Colleagues list (e.g. for HR colleagues). - User interface with limited modifications. Documents / Folders - Folders can be locked, with the ability to set user or user group level access to locked folders, but Admin users still have access to locked folders. Locked folders are indicated with a padlock icon. - Modified folder menus, icons and colors make functions even clearer. Objects - In the object list, if the table becomes too wide and requires left-right scrolling, the cursor can now be "grabbed" and dragged left and right, making it work well on devices where scrolling left and right is not supported by the mouse or trackpad.

Let's start the week with better product management.

More informative inventory page, faster and smarter inventory importing, and even more organized inventory management with today's update!

Stock Import
  • 6-7X faster file import for larger (over 10,000) stock product imports. Thanks to this development, the migration into the software has significantly accelerated
  • Even smarter stock import
  • On the stock import page, the system shows how many products have been imported, and during the import process, it is possible to withdraw the import, so any potential erroneous import results can be completely eliminated
Stock Page
  • The net and gross prices are visible on the stock page
  • If the stock page is wider than the available space, it can be dragged left and right using the mouse cursor
Reception
  • During the reception, the system displays the net and gross amounts next to the execute reception button

Several minor refinements by Friday!

It is becoming a tradition for us to make several smaller improvements on Fridays. Starting now, objects can be sorted in order, the appearance of the customer, order, and inventory pages has been revamped, and the speed of exporting has significantly increased in our system!

Objects

  • Objects can now be sorted in a list, for example, objects related to customers or companies; this allows frequently used items to be prioritized in the system

 

Customer Page

  • Redesigned, more user-friendly appearance in the customer list
  • Faster Export option

 

Order Page

  • Redesigned, more user-friendly appearance in the Order list

 

Inventory Page

  • Faster Export option