Odoo 14

Usability

List view designed for greater visibility on document status and next activities.

Enterprise

Aged partner balance has been moved to enterprise with the Accounting App.

Assets

Assets match the quantities and units of measure set on the Vendor bill; depreciation reports; manage depreciated assets

Financial Reports

New design for financial reports that shows the meaning of each section.

Audit

Track modifications on posted entries for: Account, Label, Reference, Tag (tax grid), Due Date.

Automatic Entries

Apply Automatic Transfers to specific partners; making inter-company transactions easier; one wizard for both, accrual and transfer preview entries in the wizard.

Cash

Define two different accounts for cash rounding - one for gains and one for losses.

Chart of Accounts

Automate the account hierarchy based on the account code; manage allowed journal to post to accounts.

Disallowed Expenses

Manage Disallowed Expenses; integrated with Fleet.

EDI

Import/export EDI documents in UBL format.

Invoicing

"Customers" and "Vendors" contact filters have been renamed to "Customer Invoices" and "Vendor Bills".

Invoices/Bills

Easily choose the numbering sequences you want when posting your first Customer Invoice and/or Vendor Bill.

Invoices/Bills

Add the "To check" feature for invoices/bills so you can mark which of these you want to follow up on.

Invoices/Bills

Clearly indicate when an Invoice or Bill does not need to be validated because it is setup to be automatically posted on a previously defined date.

Invoices/Bills

Corresponding Purchase Order reference can be displayed on the invoice line.

Journal View

Keyboard navigation in journal view has improved. Preview of HR expense documents.

Ledger View

Ledger view has been improved. Balance and cumulative balance columns have been added.

Link with Invoicing

Smoother migration from Invoicing to Accounting apps. Interco module improvements.

Multi-Currencies

New Unrealized Gains and Losses report that allows users to generate revaluation journal entries.

Partner Ledger

Add "Reconcile" Button to the Partner Ledger.

Payments

Improved batch payments error reporting. Batch Payments are now compatible with SEPA Credit Transfers.

Payments

Customer and Vendor payments are now posted via Outstanding Accounts.  These balances are only posted to the bank account during bank statement import.  Manual Journal Entries can be reconciled by posting to these accounts. 

Payments

As the SEPA BIC is no longer mandatory, BIC constraints have been removed.

Payments

Register payments in batch. Only register a payment for the amount due, when registering partial payments.

Payments

Track payment status on payments, so you can see who prints it, cancels it, etc., and when these actions happened.

Payment Status

Invoice/Refund payment status has been improved. You can track the status of payments, and when they happened.

Reconciliation

Support marking an invoice/bill as partially paid when the amount is less than the full balance.

Reconciliation

Reconciliation models can now match on Customer of Vendor and are more accurate.

Reconciliation

Reconciliation engine also looks into the note and reference, in addition to the label.

Reconciliation

The Reconciliation Widget has been moved into Odoo Enterprise.

Refactoring

Refactoring of financial reports now offers better performance. Safer rounding factor update for currencies.

Tax Closing Entry

Include or exclude accounts from the tax closing entry. Useful in case of (partially) non-deductible VAT.

Tax Reports

A company can use foreign tax tags and reports together with domestic ones.

Tax Reports

Define multiple tax reports for a single localization.

Usability

Activities automatically created for overdue invoices. Improvement of predicted vendor bill taxes. Read-only mode for accounting date.

UX

It is easier to configure your charts of accounts and tax reports. New menu for HR expenses. Printing checks is a general option.

UX

Prevent users from closing a fiscal year with draft entries.

Survey

Ask your employees for feedback with the survey app integration.

Goals

Help managers and employees achieve specific goals.

Usability

App revamp, define a general template for feedback or specific templates by Job Position, define an Appraisal Evaluation Scale, schedule the Next Appraisal automatically.

Demo Data

Improved Barcode demo/test sheet to help you with your first set of workflows.

Barcode Management

Easily use the Barcode application without a barcode scanner: buttons, field editing.

Usability

Misc. usability improvements in the Barcode app.

Outlook Synchronization

Synchronize your Outlook Calendar with Odoo. 

Recurrence

Modify a particular event, the selected event, and all future events, or every event that is part of a series.

Usability

UTM fields are available as optional fields. My Activity view management; mass editions from CRM list views.

MRR

Handle recurring revenues and manage renewal intervals, via used-definable plans

Outlook Integration

Turn emails received in your Outlook mailbox into leads, and log their content as internal notes.

Reporting

Lost reasons referenced in opportunities cannot be deleted.

Search

Search for leads and opportunities based on their phone numbers.

Usability

Contacts

The phone number and email address of an opportunity are always editable, and edits are synched with the contact.

Duplication

Automate the identification and merging of duplicate records.

Field Cleaning

Set up automatic formatting and/or cleaning of text fields.

Activities

Keep the custom summary when changing activity type.

Activities

Display activity summaries, and fallback to the activity type if there is no summary set.

Activities

Widget improvements. Display who is assigned (if it isn't the current user). Icons now show activity type.

Channel

Archive an unused channel.

Chat

Show user avatars in Chat.

Out of Office

Indicate when users are out of office.  

Private Channels

Users who create private channels are automatically added as members.

Documents

Manage documents through the list view like they are in the Kanban view (download, drag and drop, ...).

Front-End Refactoring

Show custom features from the Kanban view on the list view.

PDF

Document contents are indexed for better searching.

PDF Reports

Long company addresses (with a second address line) are no longer truncated on PDF reports.

Split

Organize, split, and extract pages from multiple PDF documents.

Versioning

Keep track of the different versions of your document in the Documents application.

Usability

Track document versions and other UX improvements.

Usability

Specific pages can now be linked to specific actions.

Certifications

Choose between six templates for your certification, so your students can share them on social media.

Courses

Highlight recent content, sell it, and check student progress from the attendee list.

Descriptions

Two descriptions are supported for each course. A short one on the homepage and a longer one on the course, itself.

Karma

Any karma earned in a course is lost when leaving it. Rank users by month, week, or all time, based on their karma.

Quizzes

Allow students to help each other with the new "Comment" option.

Technical

Move from on-change / default_get to stored editable computed fields.

Usability

Students can now download content and external resources.

Usability

When archiving a course, content is displayed as unpublished.

Activities

Email and SMS activities are now clearly separated.

Emojis

Add emojis to your email subjects.

Kanban

The scheduled date is now clearly displayed when using the Kanban view.

Preview

Encourage your recipients to open your emails by showing them custom preview texts in their mailboxes.

Reporting

24 hours after a campaign is launched, a recap is sent to the user responsible for it to share the initial results.

Snippets

Add a snippet in your email header, so recipients can open your email in the web browser.

UTM

UTM parameters are used on replies, so generated records are correctly set and attached to the right Marketing initiatives.

Accrued Time Off

Choose a start date for time off - to support bank holidays on a weekend.

Accrued Time Off

Define accruals based on days, as well as weeks, months, and years.

Availability

See the availability of a set of employees based on skills or roles in Planning.

Contract

Change working schedules, job positions, and statuses in mass, via the list view; Full time contacts can be suspended; Alerts direct users to perform specific actions.

Credit Time Days

Manage the time of a credit and show credited days on payslips.

Departure

When archiving an employee, an end date is added to their contract, and users are reminded of actions to perform (cancel future appraisals, Time Off, ...).

Documents

Private employee documents can be managed through the document apps.

Expiration Date

Time off expiration dates are visible on the employee dashboard.

Integration with Discuss

Quickly chat with a colleague or an employee by clicking their avatar.

Salary Configurator

Make the "Customize Your Salary" configurator available in additional countries.

Usability

Mass edit departments, job positions, and managers in the list view.

Usability

Easily check if an employee is currently available.

CRM Integration

Define rules to create Leads/Opportunities from attendees when they register.

CRM Integration

Leads can also be created when an attendee is either created, confirmed, or marked as having attended.

Event Tags

Use Event Tags to create custom website filters.

Exhibitors

Create virtual conference booths for your Exhibitors to interact with attendees.

Favorite Talks

Let your attendees pick the tracks they want to attend, and remind them when they start with a Push notification

Gamification

Engage attendees with quiz questions, and acknowledge participation by displaying a Leaderboard.

Gantt

The Gantt view now dynamically computes its display start date and scale.

Graph & Map

Visualize your events on a graph and a map view.

Kanban

Manage your events with custom Stages.

Kanban

The event Kanban card has been redesigned to be clearer.

List

The event list view has been updated to provide more clarity and flexibility.

Magic Buttons

Choose when buttons should appear next to a video to provide time sensitive actions to your attendees while they watch.

Mobile

The attendee mobile views have been improved to ensure a better on-site management.

Mobile

Let your attendees browse your events (including when they are offline) through the Progressive Web App technology.

Online Tracks

Tracks that aren't yet scheduled can be displayed under a "Coming Soon" section of the track list, so you can start generating hype around them.

Online Tracks

Clearer Track page to support the new "Live" features.

Open Questions

Ask open questions to your attendees while they are registering.

Registration Desk

Introducing a new "Registration Desk" mode that can handle multiple ongoing events.

Reporting

Track UTM on attendees, even without Sales Orders.

Rooms

Foster community interaction by creating virtual conference rooms on specific topics, for specific locations, or let attendees create them.

Sales Integration

Easily navigate between your ticket Sales Orders, your Events, and Attendees.

Sponsors

A form view with chatter provides a better way to manage sponsors.

Sponsors

Sponsors can be archived.

Sponsors

Improved the design of the footer grid to display more Sponsors, without it being overwhelming.

Tickets

Tickets can now be handled without needing to install Sales or eCommerce.

Tour

A tour has been introduced to help users take their first steps into the Application.

Twitter

Create event-specific Twitter walls, and nest them under the Event sub-menu.

Usability

The "Minimum Seats" field has been removed.

Website

Improved the way events are displayed on the website, while easing the customization of those pages.

YouTube Live

Broadcast your Tracks online through a YouTube integration.

OCR

Digitize expenses using our Optical Character recognition service.

OCR

Test the digitization of expenses using AI with sample receipts.

Payments

Register payments in batch.

Payments

Only register a payment for the amount due when dealing with partial payments.

Usability

Organize expenses and expense reports using an optional list view.

Usability

Find all your expenses and all expense reports in one place using the dedicated menus.

Usability

Download our mobile app by scanning a QR code.

Usability

Discover the application by following a tour.

Usability

See what needs to be submitted, what is waiting to be approved, and what is scheduled to be reimbursed.

Usability

Expense Products are predicted based on past expenses.

Link with Inventory

Default warehouse definable by User.

Link with Inventory

Add products tracked by lots or serial numbers to tasks.

Products on Tasks

Indicate the number of products used during a visit in one click.

Usability

Field Service tasks generated from a sales order now refer to the delivery address of the customer.

Usability

Unification of the form views of Project tasks and Field Service tasks to ensure a smoother workflow.

Usability

Manage your team without needing to install Sales or Invoicing.

Usability

See the total of each row at the bottom of the Gantt view.

Accounting

Compute allowable deductions from vehicles and link them to a vendor bill with an analytic account.

Archive

Archive vehicle makes and models.

Costs

Services and costs have been merged to simplify cost management. Get costs KPI on reporting.

Services

Organize services by stages. Add a full description of the service. Archive a service.

Bicycles

A vehicle type can now be "bicycle".

Usability

Contracts can be recurring or non-recurring.

Link with Sales

New shortcut to create Sales Orders directly from tickets without needing to navigate to the project task.

SLA Policies

Exclude time spent in specific stages - without affecting SLA metrics.

SLA Policies

Ensure tickets are assigned within a specific time-frame.

SLA Policies

Apply SLA policies based on ticket tags.

Team Visibility

Helpdesk Teams now only visible to specific users. Define which users will be automatically assigned new tickets.

Timesheets on Tickets

Use a timer to track time spent on tickets. Several users can now track time on the same task/ticket simultaneously.

Timesheets on Tickets

Display ticket timesheets on the customer portal.

Website Form

Improved design of the website ticket submission form.

IAP Services

Publish/Unpublish IAP services on demand. Submit new requests for approval after IAP services were declined.

SMS

Better error handling when trying to send an SMS if the user doesn't have a valid account.

SMS

Use one SMS account across several databases.

Snailmail

Get a warning when sending a letter by post for the first time (prevents letters from accidentally being sent to the wrong customer).

Access Rights

Inventory Managers no longer need accounting or billing access rights.

Archive

Consistent behavior of smart buttons and inventory reports when archiving products.

Expiration Dates

Show removal dates on quantities, block the delivery (and internal consumption) of expired products.

Expiration Dates

Allow editing of the removal date, when the product_expiry module is installed.

Feedback

Synch product description changes from Sales Order to Manufacturing and/or Purchase Orders.

Forecasted Inventory

Forecasted inventory report, accounting for incoming goods and reordering.

Integration with Barcode

Manually create transfers from the barcode app, access quality checks from lot/serial numbers.

Integration with Sales & Manufacturing

Display a link between the Sales Order and the PO, created automatically by the SO.

Reordering Rules Improvement

Check forecasted quantity at specific dates, accounting for security days and lead times.

Repair Orders

Support reset to draft and cancel on Repair Orders.

Replenishment Report

Create manual reordering rules. See which products need replenishment, via a replenishment report.

Serial Numbers

Display information about the existing serial number if a duplicate is detected.

Serial Numbers

Allow to record serial numbers quickly, inline.

Sign Deliveries

Support signing deliveries to acknowledge receipt of goods.

UoM

Improved usability with Unit of Measure widgets.

UoM

Changed the default Unit of Measure to 2 decimals (0.00 instead of 0.000)

UPS Account

Bill the UPS account of your customer.

Usability

Allow transfers to be unreserved in batches.

Usability

Easily link locations with specific interim accounts from product categories.

Usability

Standardize behavior of transfers when manually updating the quantity on a SO/PO line, and when creating a new PO/SO line.

Usability

Access the forecasted quantity of products on Transfer Operation lines.

Usability

Improve the user experience when a user has to change the cost of a product (remove the wizard).

Usability

Remove multi-warehouse settings (multiple warehouses now supported by default). Operations now support a text description.

Usability

Availability date management on transfers, manufacturing orders, and sales orders (compute the expected arrival of products needed to fulfill each order).

Usability

MTO route replaced by a more flexible approach based on automated replenishment.

Usability

Improved delivery slip report.

Usability

Skip the draft step for internal pickings.

Invoice Policy

Default invoice policy now "based on delivered quantities."

Taxcloud

State and zip code can be set as mandatory for eCommerce.

Usability

Warning when trying to invoice without "invoiceable lines" - suggesting a configuration change.

Log Files

Access IoT box log files from the form view.

Packages

Automatically weigh delivery packages when connected to a scale.

Printing Options

Print shipping labels through an IoT connected printer.

Raspberry Pi 4

Support Raspberry Pi 4 IoT boxes.

Chat

Customize chat windows to fit your branding.

Visitors

Chat with visitors from any page of the website.

Belgium

Belgian Fee forms 281.50 XML and PDF.

Sweden

Allow domestic payments, SEPA-like.

Switzerland

QR IBANS added on bank account. QR bills implemented.

Alert

Organize alert by status in Kanban view and translate them.

Products

Organize Products by categories in Kanban view and translate them.

Vendor

Organize vendors by location in Kanban view.

Usability

Lunch categories have been improved, especially in a multi-company environment.

Batch Pickings

Improved batch transfers layout/usability, and makes them available in the Barcode app.

Flexible Consumption

Increase the scope of flexible consumption, allowing to update confirmed MOs, and consume components, which weren't part of the initial BOM.

Help Rescheduling

Help rescheduling of transfers and manufacturing orders, by setting alerts on transfers/MOs.

Manufacturing Orders

Apply landed costs on manufacturing orders.

Manufacturing Orders

Show link between parent and child MOs, also between MO and PO.

Planning Visibility

Ease work order's planning visibility thanks to information popover and working hours visibility.

Post Inventory

Allow to post inventory on a MO under the same conditions then "mark it as done".

Quality Check

Make it possible to define the same quality check for several products.

Subcontracting in Barcode

Handle subcontracted receipts with tracked components/finished products in the Barcode app.

Usability

Allow to filter on subcontractors and subcontracted products.

Usability

Easier editing of Manufacturing Orders, via the form view.

Usability

Create a manufacturing order for a product having no BOM, and add components on the fly.

Usability

Create manufacturing back-orders when several lots/serial numbers need to be manufactured.

Usability

Combine Routings and Bills of Materials. Operations are now listed in a new tab of the BOM.

Usability

Improved vendor pricelist form view, new manufacturing scheduler, show delivery dates on sale orders.

Usability

Added an unbuild button on MOs that are 'done' so that finished goods can be turned back into raw materials.

Usability

Improved file uploads.

Valuation Report

Revalue products, via the valuation report.

Usability

Send yourself an SMS from your contact to test the service.

Usability

Phone numbers can now be modified on the fly when sending an SMS.

Kanban

Create a column in Kanban view.

Links

Open links in the applications and not on web navigator.

Scanner

Scan barcodes with mobile's camera.

VoIP

Call a contact through VoIP from a mobile phone.

Advantages/Benefits

Customize or add advantages to fit your business needs.

ATN (Belgium)

Manage Laptop ATNs on employee contract.

Exceptional Pay

Manage which "other inputs" are available on a payslip by defining which structure types can use them.

Salary (Belgium)

Public transportation fees based on CP200.

Time Off

Payroll is no longer dependent on the Time Off app to compute payslips.

Warrant (Belgium)

A Payroll structure to manage Warrants has been added. 

Work Entries

Work Entries can be modified in bulk. You can change work entry types and statuses, via mass editing in the list view.

Access Rights

All internal users have access to their shifts without needing access rights to Planning.

Duplication

Filters are taken into account when copying the planning from the previous week.

Open Shifts

Publish and send individual open shifts.

Open Shifts

The open shifts line respects any "group by" filters applied in the Gantt view.

Roles

Define several default roles on your employees to get relevant shift templates, and to send them the right open shifts.

Send Schedule

If the schedule covers multiple months, all of them are displayed on the webpage.

Send Schedule

Define a custom period when sending your schedule.

Shift Templates

Take into account projects and tasks in your shift templates.

Time Off

See global time off in the Gantt and Calendar views.

Unavailability

Improved accuracy of employee's unavailability.

Usability

Allocate more hours than 100% of the real duration of a shift.

Usability

Chat with another employee by clicking on their avatar from the Gantt view.

Usability

Search and group your employees by department for better organization.

Usability

See the total of each row of the Gantt view.

Usability

Projects, tasks, and roles for which a shift was created in the past 30 days are displayed by default in the Gantt view.

Usability

Start and end hours defined by default on a new shift based on the definition of the resource calendar.

Usability

Optionally display the percentage of allocated time on the Gantt view.

Usability

See the progress of a task from the Gantt view.

Usability

Get details on projects and tasks linked to shifts on the webpage.

Cash Rounding

Set a cash rounding in the PoS in the same way that accounting cash rounding works.

Configuration

Modify the configuration of a PoS while a session is opened.

Loyalty Programs

Improved usability of the loyalty programs.

Mobile

Use PoS on mobile. Answer the growing demand for a mobile interface in stores.

Payments

Handle several payment methods more easily, thanks to a clearer interface.

Product Configurator

The product configurator is now available in Odoo PoS.

Returns

If there are product returns, distinguish the negative and positive lines in the pos.session journal entry.

Scan

Scan Barcodes with a camera (attendance, PoS, and events).

Stock

Generate a single stock transfer when closing your PoS session.

UoM

Let the user define a measurement system, and use those UoMs for the package types.

Analytical Accounting

Track any kind of revenue linked to the analytic account of your project.

Analytical Accounting

Track the costs and revenues of a task independently from the project by defining a specific analytic account on the sales order.

Collaborative Pads

Display collaborative rich text pads in the portal to further collaborate with your customers.

Link with Planning

Access the Plan directly from your tasks. Manage them efficiently based on the overview of the number of hours initially planned and the hours already forecast for your tasks.

Link with Sales

Generate a project or task from a Sales Order without needing the Timesheets app.

Link with Sales

Differentiate billable projects from non-billable ones.

Link with Sales

Exclude specific tasks or timesheet entries from the billing.

Link with Timesheets

Show details on the time spent on tasks (and their sub-tasks) in the portal.

Link with Timesheets

See how many hours are remaining on your tasks from the kanban view of your project.

Project Visibility

The 'View Task' link on emails is only available to internal users if the project is private.

Project Visibility

Restrict the visibility of your private projects to specific users without adding them as followers.

Recurring Tasks

Generate and manage recurring tasks for routine activities.

Sub-tasks

Organize your project with multi-level sub-tasks.

Sub-tasks

Enable the sub-tasks feature project by project.

Sub-tasks

The information defined on a sub-task will not be overridden when it is linked to a parent task anymore.

Usability

Draw inspiration from our kanban examples and load them to test the Project app.

Usability

Additional templates are provided when creating a new project.

Usability

Improvements in the onboarding tour.

Integration with Approvals

Manage internal purchase requests and generate RFQs from Approvals.

Margin Computation

Compute margins correctly even when products are configured with a FIFO costing method.

Pricelists

If no vendor pricelist matches the purchase order line, use the cost of the product as the purchase price.

Returns

Help users know when they should request a credit note from a supplier, and help them complete it.

Usability

Bills are now linked to Purchase Orders with OCR.

Vendor Bill

Get the purchase reference on a bill's lines.

Applicants

Change job position, stages, medium, priority, and responsibility in the list view. Create reports on reasons why applicants weren't hired.

Archiving Flow

When an employee leaves the company, an end date is automatically added on their contract. In addition, their address, car's contract, etc. are archived.

Contacts

Contacts created from the applicants are automatically set as private contacts.

Dashboard

Access Recruitment KPIs in reporting.

Usability

Onboarding UX Improvements.

Usability

Remaining points are now visible in your dashboard, next to total points.

Opportunities

Create a rental quote from the CRM app by clicking  "Create Rental".

Orders

Rent a product from the Gantt view. Warn users on the Gantt if the product is rented.

Products

Serial numbers are added to the rental analysis report. You can also check product availability.

Amazon

Prevent user mistakes from canceling Amazon sales orders. 

Country

Define if a country, state, and zip are required to compute taxes on eCommerce and Sales.

Coupon

Coupons & Promotions can be activated on the Website, even if you don't have the Sales app.

Incoterms

Incoterms have been updated based on 2020 legislation.

Invoicing

Note(s) from Sale Orders are copied to invoice(s). Default invoice policy is "based on delivered quantities."

Margin

Display margins, both as a percentage and as an amount, on Quotations and Sales Orders.

Orders

Categorize orders with tags. Confirmed orders with delivered items will now show a wizard to guide users on how to handle them when they try to cancel.

Pricelists

Recompute prices when changing the pricelist of a Sales Order. Generate and print a pricelist report from a product.

Portal

Signature requests are now visible on the customer portal.

Mobile

Easily sign your documents on your mobile device with an efficient and easy-to-use interface.

Usability

New onboarding tour and usability improvement.

Usability

Access Rights review.

Usability

Add Tags and Filter panel on the Dashboard menu.

Usability

Manage who is responsible for Signatures.

Activities

Email and SMS marketing activities are now clearly separated.

Kanban

The campaign scheduled date is now clearly shown when using the Kanban view.

Reporting

24 hours after a campaign is launched, a recap is sent to its responsible to report on its early results.

Usability

Send yourself an SMS from your contact to test the service.

Usability

Phone numbers can now be modified on the fly when sending an SMS.

Demo Module

Demo data can be installed from the settings.

LinkedIn

A tour guides you through your first steps.

Tour

Post on your LinkedIn Company page, report on engagement, and add LinkedIn streams.

Filters

Define text, date, or relational filters on the data in your spreadsheet.

Pivot Insert

Insert any custom pivot into a spreadsheet for advanced reporting.

Templates

Use standard or custom templates for new spreadsheets (e.g. revenue analysis, budget reporting, sales commissions, etc.).

Approval Rules

Configure approval rules on any form view button.

Automation

Automation configuration has been made easier.

Custom one2many

Easier setup of custom one2many fields. The pop-up selector now finds more fields without users needing to click 'Search More'.

Custom Picture

Add a picture field to form views.

Custom Sort

Customize the default sorting of list views.

Date Filters

Create date filters from any date field.

Map View

Enable and customize the new map view.

Mass Edition

Enable the mass edition feature on any list view.

Menu Items

Menu item customization has been made easier.

Quick Create

Enable/disable quick-create feature on one2many and many2many fields.

Report Address Block

Improved configuration of address blocks in reports.

Search View Customization UI

Improved search view preview design.

SMS Text Message

Enable the SMS Text Message feature on any phone field.

Tabs/Groups Visibility

Customize the visibility of form view tabs and groups.

Time-Based Automation

Time-based automations are triggered more frequently.

Dashboard

Get all information to manage sales commission through their subscriptions (select several salespersons, export to PDF,...).

Payment Terms

Default payment terms on subscription, reverberated on renewal, upsell, and manual invoices.

Sequence

Sequence is generated when saving to reduce the number of gaps in the subscription sequence.

Services

Get information on the address of the provided service.

Upselling

Limit accesses to active products only.

Usability

Various UX improvements in the Subscription app, including an easier configuration for subscription stages.

Conditional Questions

Conditional questions can be added to surveys. (e.g. "Question B will appear if the selected user answered A on the previous question").

Design

Add pictures and videos as a background, or to illustrate your questions. Several new layouts are also available.

Live Mode

Interface improvements for the host. New screens with charts, questions, etc. are now available.

Live Sessions

Manage your sessions' pace. Show participants their results and ranking live.

Sharing

Optimize and customize your survey link to share it with people.

Technical

A cleaning in survey models (naming, ordering, dead code) has been done.

Technical

Transitions are now loaded in AJAX. This means no more loading of a new page.

Usability

New stat button on the survey to know the number of courses in which the survey is used.

Usability

Possibility to add a description from the frontend. A page can also be created by using the "Add a Section" button.

Usability

Teachers can now check an answer's correctness on all types of questions.

Usability

No more header, footer, and livechat when taking a survey.

Access Rights Shortcut

New debug shortcut to the current model access rights.

Attachments

A new option has been added on any2many_binary fields, so file extensions can be filtered.

Email Template

Allow the user to access all existing records of the matching model when testing their mail template.

Hide Field Label

List-view option to hide field headers.

Many2many List

A user is now able to edit a many2many list field related to a model he only has read access to.

New 'NOW' Key

New 'NOW' key accurately compares date-time values to the current day and time.

Onboarding Tour Priority

A priority order can now be defined on app tours.

OWL Framework

Our new OWL framework is available.

Performance

Favicons are no longer stored on Link Trackers.

Searchpanel Options

New options: structure folders, display all values, and limit values.

Sorted Actions

Contextual actions are now sorted by sequence.

Accruals

Choose a start date for Accrual Time Off. Also, base your Accrual Time Off on days.

Allocation

Customize a specific approbation flow by type for allocation requets.

Dashboard

Better access to remaining leaves, see grey on not working days, and see expiration date of remaining Time Off.

Employees

Use the employee timezone to compute allocated days, instead of user ones.

Security

Description and Time Off type are hidden for other employees. Everyone's menu refers to a calendar event.

Usability

Global UX improvements, with simplification of the Manager menu and the addition of a year calendar.

Working Schedule

Personal Time Off calendar shows not working days in grey.

Barchart Footer

The daily timesheet totals are displayed as a barchart to highlight time distribution.

Encoding Unit

Timesheets duration are expressed in days on the portal, if they were encoded as such.

Link with Sales

Easily change the Sales Order Item to which your Timesheets (not yet invoiced) are linked.

Link with Sales

Transfer uninvoiced Timesheets from one task to another.

Timer

Record time spent on projects and tasks using a timer. Use hot keys to launch the timer, or to directly add 15 minutes to a given project and task.

Usability

Improvements of the onboarding tour.

Usability

Hide or display optional fields in the list view.

Usability

Remaining hours are indicated in the name of tasks when encoding timesheets.

Usability

Timesheets are automatically validated when clicking on the corresponding button.

Usability

Validate timesheets in batches from the list view.

Usability

Download the awesome Timesheet app by scanning a QR code.

Usability

Chat with another employee by clicking on their avatar from the grid view.

Usability

Projects and tasks, on which the user logged time in the past 15 days, are displayed by default in the grid view.

Usability

Merge timesheet entries together.

Attachment

Access to documents always requires employee rights.

Auto-Colored Tags

Colors are automatically set on tags at their creation.

Chart Sorting

Sort bar and line charts by increasing/decreasing measure.

Colored Tags

Colored tags in the listviews of leads, tickets, tasks, and UTM.

Company-Dependent Fields

Extra tooltip for company-dependent fields.

Date Filters

New date filters have been added across apps.

Default Timezone

The timezone of the admin is automatically set at first login.

Digest

A digest containing a tip is sent to users on a periodic basis.

Gantt Drag & Drop

Drag pills smoothly across the Gantt view.

Gantt Weekday

The day of the week is now displayed in the Gantt view.

Mass Edition

Records are now automatically unselected after a mass edition from the listview.

Report Footer

Field labels have been removed from the footer to save space.

Percentage Widget

Improved usability of the percentage widget.

Graph Drilldown

Drilldown to records from bar and pie charts.

Grid View

Negative grid values are highlighted in red.

Grouped Listview Design

Improved design on grouped listviews.

Internal Assignment

Internal documents (tasks, orders, etc.) can only be assigned to internal users.

Kanban Views

Various Kanban views have been improved.

Layout Preview

More accurate preview in the layout designer.

Listview Actions

New action buttons when selecting records in the control panel.

Map Grouping

Group records from the map view to visualize clusters.

Mass Password Reset

Send reset password instructions to multiple users at once.

New Listview

Listview has been upgraded with new widgets: user avatar, activity scheduler, remaining days, advanced formatting, etc.

Notifications

Improved notification minimalist design.

Product Catalog

Improved product catalog listview.

Reporting Sample

Sample data is displayed on empty reporting views.

Searchpanel Counts

Record counts are displayed next to each item of the searchpanel.

Select All Records

Select all records beyond the first page of the listview.

Settings

Get a direct link to the functional documentation for complex features.

Smart Date Input

Set any date field relative to the current day (e.g. +2d to set the date two days in the future).

Start Typing...

Users are invited to start typing to discover the quick-create feature of relational fields.

Time Comparison

Set a date filter and compare time periods from the searchview of reporting views.

Transparent

Dummy data appears on many empty screens to show users how they will look once populated.

Yearly Calendar

New 'year' mode in the calendar view.

Call

Access the dialpad during a call. Use "Enter" to start a call. Particularly useful when a vocal menu is enabled.

Usability

After typing a number, hitting enter starts the call to increase efficiency and improve the user experience.

Usability

Better matching between phone numbers and contacts using standard E164 formatting.

Blog

Cleaner interface. New options available for blog titles and text blocks. Quotes have more visual insights.

Blog

If a visitor wants to comment on a post without being logged in, he is redirected to the correct post after having logged in.

Blog

Tags can be added on blogs from the front-end.

Builder

The Anchor system has been reviewed. Anchors are generated automatically based on the first title within a section, or the snippet name, as applicable.

Builder

Easier modeless configuration of background size and position for snippets. "Cover" and "repeat pattern" options moved into the options menu. Background position is now chosen by clicking on the corresponding menu option.

Builder

A slide counter has been added in the carousel snippets option menu. This way you can manage slides entirely from the options, instead of having to go to the block, itself.

Builder

New options for invisible elements (cookies, pop-up), sign-in, and call to action.

Builder

Hovering over an option in the left-panel displays a preview of the result.

Design

New background color system - choose your color and apply presets on each snippet.

Design

Individually customize the width of each block .

Editor Panel

Move the product search bar snippet options directly to the left panel with standard snippet option widgets.

Editor Panel

Image optimization and new crop inline. Handle the quality of the image in the left panel; new color filter on images.

Editor Panel

On the editor panel, drop-downs are closed on click outside the zone.

Form

Add security, with the use of reCaptcha V3. 

Form

Form snippet, let users customize the height of a text area.

Forum

Find your position on the leaderboard. Tidy up forum back-end and front-end.

Forum

Prevent users from sharing a question before the community manager has approved it.

Header

Twelve header templates have more variation between themes and more customization options for users.

Images

Provide more space for images; merge the search. Images are automatically optimized.

Language

Make the language switcher available via the portal. The website app is no longer required.

Language

Add the language selector in the header and customize the layout.

Mobile

The visibility of columns can now be toggled on mobile devices.

Rating

Ratings are now available in the portal. The Website app is no longer required.

Rating

You have more control from the rating snippet. Change the colors, icons, etc.

SEO

Connect your website to the Google Search Console.

SEO

Customize your blog post or product URLs.

SEO

The shorter the URL, the better. We removed the '/product' and the '/posts' sections from URLs.

Snippets

Page loading when adding a new snippet improved; you now stay on the same page.

Snippets

New snippets: Countdown, Chart, Table of Contents, Product Catalog, Dynamic Snippets.

Snippets

You are now able to save and reuse your own snippet everywhere on the website.

Snippets

Refactoring of all the snippets (the html structure, the design, the functionality, etc).

Technical

You now have a beautiful 404 page that you can customize.

Technical

Quickly edit your robot.txt from the back-end settings Menu.

Themes

Themes are switchable from the Customize dialog box. No need to go in the back-end.

Themes

All snippets are now available on all themes.

Themes

The Bootswatch theme is no longer supported and have been removed.

Themes

Theme installation may take time, so we added a notification so users know something is happening.

Usability

A cron removes unused coupons on a Sales Order after three days.

Usability

You can now publish pages from your mobile device.

Usability

Use keyboard shortcuts and discover the full screen mode for an immersive experience in your website builder.

Usability

Outdated snippets are marked, so you know which ones to update.

Usability

Quickly publish groups of products and/or blog posts via the mass editing feature of the Listview.