Release Pluriform Base 2009.2 is available

Nov 24

Web Framework extensions

The webframework enables the development of a web user interface for Pluriform. This framework is used not only for new webapplications, but also for the (partial) replacement of the existing windows user interface.

There are several extensions of the webframework. These extensions allow an easier (partial) replacement of the windows user interface. Some examples of these extensions.

Support for tabbed pages in the web userinterface.
Extended navigation options.
Support for integrating existing tasks and documents (with PDF/HTML-output).
Searching in listboxes is enabled.
Extended layout and formatting possibilities in the texteditor. Support for bold/italic texts, bulleted lists and building blocks.

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Contact registration

In version 2009.2 the registration of contactmoments has been improved. This change follows the introduction of the new correspondence framework in 2009.1

The following changes have been made:

Outgoing correspondence is written and sent from the same window. This gives a better access to the message actual sent.
Each type of contact has its own form, especially designed for the medium involved. The registration of a telephone call is different from the way an appointment or outgoing correspondence is registered.
For retrieving contacts a new registration is available: Contact moment. This shows all contacts with an organization in chronological order.

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Email invoices

With the new correspondence framework you'll have new opportunities to communicatie with your customers or suppliers. These advantages have been used for sending invoices.

You can register at each debtor if you want to sent invoices by email or that you still want to sent them by mail. By emailing you will achieve not only an efficiency improvement (it is not necessary to put letters in envelopes), but also:

A shorter pass through: an invoice arrives in seconds instead of days.
A more efficient process at the customer: the invoice is available as an image and can be distributed very easy.

Besides emailing a pdf-file, it is also possible to attach a structured (xml) file at the email message. If processing software is available, the invoice can be automatically imported in the financial administration.

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Event Monitor: new possibilities

The event monitor is available for administrators. This monitor gives an overview of the Pluriform system. It also allows you to get a detailed overview of a situation when dealing with incidents.

The eventmonitor has several new features:

Extended filter options for displaying systemlogs. It is now also possible to filter these logs based on a part of a day (a time interval).
New tabs with information about active users and the activities they have undertaken. These overviews also support the extended filter options.

With these new options it is easier to analyze problems:

All necessary information is available in one screen without the need for seperate selections in other screens.
Errors can be marked as 'solved'. Unsolved errors can be filtered from all logs.

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ICP declaration 2010

Starting january 1st, 2010 all services for customers in other EU-countries should be included in the ICP declaration (EC Sales list).

The European Community has agreed that legislation dealing with taxes should be simplified. This means that:

The Dutch name changes from ICL to ICP. A name change was needed because services are also added to the EC sales list (in addition to the declaration of goods).

Organizations should send ICP declarations on a monthly basis instead of each quarter
Starting january 1st, also services are considered to be part of the ICP declaration.
In the declaration itself, for each line should be mentioned that it is a delivery of goods, a service or an ABC-delivery.

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Dynamic add columns

Pluriform offers the possibility of creating selections and customizing the layoutsby selecting the columns. Adding columns to new and existing selections has been improved.

Not only is adding or deleting columns for end users more easy, but also these actions are stored. This means each user can set-up its own user interface.

Advantages:

In the selection of invoices a project manager will add the column "project", while the bookkeeper is more interested in the due date.
In the selection of organizations, the marketing department want to see the ABC-classification, while the purchase department is more interested in the latest supplier assesment.

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Budgets

Within Pluriform you can define a budget for each ledger and booking period. In this budget you can vary on cost centre. The budget values are (optionally) calculated on financial reports (such as "Accounts" and "Period Summary").

In this release the following changes have taken place:

Entry of budgets is improved and provide a better insight in the details of the total budget.
Budget allocation formulae are more easy to define and can be assigned from the budget entry view.
You can define one or more budgetversions, so tracing changes during a book year is possible.
You have to authorize a budget, before it will appear on financial reports.
The logic handling budget is part of the new module Budgets.

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Book other currencies

The several subadministrations can not only registered in euros, but also in other currencies. For example the invoices you have sent to customers in other countries. In this version we have taken a closer look to these "other currencies".

Dating from the 1990's, the registration of invoices and purchase invoices contains other currencies. Beside invoices, in the branche model "Pluriform Not for profit" a subsidary administration is added.

Especially in the subsidary administration, long term obligations with high values in other currencies occur. For example a subsidary of 100,000 USD over a period of 2 years. Fluctuations in the rate of the dollar have consequences for the value of this obligation.

With this release, the following has been changed:

A new module is available to realign assets and debts.
On a journalitem values are stored in bookkeeping currency as well as other currencies.
Logic for payments are refactored and are based on the currency of invoices.

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Leave and absence

The registration of employees in Pluriform contains a extensive registration of leave and absences. This module is expanded with the registration of settlements.

Often, it occurs that leave is exchanged for a financial reward. Until now, you could change the total amount of time. From now on it is posible to specify in more detail the time exchanged.

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