WINPACCS Cloud

Release Notes

Bug fixes 

  • An outdated service in WINPACCS Cloud has been deactivated to improve IT security. This means that it is no longer possible to log in with insecure passwords. It is also no longer possible to use Accounting 4.10 and older versions or Cashbook 2.10 and older versions. 

Bug fixes 

  • Restoring journal backups from Accounting 4.11.3 to Accounting 4.12.0 is prevented because otherwise there is a risk of data loss in the recipients / depositors and partner fields. 

Bug fixes

  • External users can now also add additional digital vouchers in the detailed view of the vouchers entered in the partner book. 
  • Voucher batches can now also be created if the project number contains characters that are not permitted in the file name of the voucher batch file. 

Bug fixes

  • The list of currencies now correctly displays the current daily exchange rates for the USD from the currencylayer source. 

New features

  • The new user rights “Create voucher batch in partnerbook”, “Validate balance sheet affective vouchers in partnerbook” and “Release balance sheet affective vouchers in partnerbook” have been introduced for the balance sheet affective partnerbook and assigned to the roles “Project Finance Manager” and “Project Controller”. The new rights “Download data packet voucher batch partnerbook” and “Read data packet voucher batch partnerbook” have been introduced and assigned to the roles of project finance manager and project accountant. The existing rights for the partnerbook for information purposes have been renamed accordingly. 
  • In balance sheet affective partnerbooks, voucher batches are now generated from the released vouchers for posting in WINPACCS Accounting. All voucher information, relevant information from the partner contract and digital vouchers for accounting are provided. 
  • The data packet function group now includes a new partnerbooks section, provided that at least one balance sheet effective partnerbook has been created in the project. The voucher batches of the partnerbooks in the project are displayed. A detailed view can be opened. 
  • If a voucher batch is posted to the balance sheet affective partnerbook in Accounting and set to done or rejected, these status changes are transmitted to WINPACCS Cloud. The status of the voucher batch and the affected vouchers are updated, and history entries are created for each. 
  • Budgets for balance sheet affective partner contracts can be created in Project Controlling. A partner contract can be selected. In the analyses for these budgets, the posting positions are filtered for the selected partner contract. 
  • In Project Controlling, the partner contract is displayed in the additional information section of the individual view of posting positions assigned to a balance sheet affective partner contract. 
  • When withdrawing a journal, a reason must now be entered. The reason is displayed in a column in the journal’s history tab. 
  • The new right “Read Machine Translation Usage” has been introduced for the Organisation administrator role. 
  • The configuration of machine translation of posting texts is integrated in the organisational settings for controlling. 
  • There is a new function group “Machine translation” in the organisational settings for displaying the translated characters per accounting period. 
  • When releasing day-end and month-end closings, the posting texts from WINPACCS Accounting are translated for display in project controlling according to the organisational settings.  
  • In the partnerbook, vouchers with identical amounts, voucher dates and budget lines are recognised as duplicates. A corresponding warning appears during validation and submission. 
  • The right to “Edit submitted vouchers in the partnerbook” has been removed from the partnerbook user role. Even submitted instalments can now only be edited with the right to “Edit submitted vouchers in the partnerbook”.  
  • In the partnerbook, digital vouchers with the status “submitted” and “released” can now only be edited with the right “Edit submitted vouchers in the partnerbook” in the project controller role. The partnerbook user role can only edit digital vouchers with the status “entered” and “rejected” with the right “Enter vouchers in the partnerbook”.  
  • In partnerbooks, field changes and other actions are now also logged in the history for vouchers that are already in the “Entered” status. The new actions “Voucher entered” and “Duplicate warning confirmed” are also logged. 
  • Digital vouchers for instalments can now also be uploaded to the partnerbook for information purposes. 
  • In the voucher overview in the partnerbook for information purposes, instalments are now highlighted more clearly through row colouring and an additional column with the corresponding indicator. The amounts of instalments are displayed as negative amounts in the overview. 
  • In Controlling and Project Controlling, the original text is now displayed in a field for the posting text. In addition, the posting text can be translated and adapted in four additional fields in the four WINPACCS languages. 
  • In the master data of a journal for WINPACCS Accounting, you can define the entry language that can be used for AI translation of the posting text. 
  • When releasing a data packet from Accounting, the posting text is also saved in the corresponding field for this language in Controlling if a default entry language has been specified. 
  • Several tooltips have been added to the configuration area of the various views in Project Controlling. 
  • When copying budget values to a budget in Controlling or Project Controlling, decimal places are no longer rounded to two digits. All digits after the third decimal place are now truncated. 
  • The performance of the list of currencies has been optimised and loading in the organisational settings has been accelerated. 
  • The new attribute “Customer support staff” has been introduced in the user settings. 
  • Project groups can now be deleted again in Controlling. 
  • The creation and deletion of a project group in Controlling is now documented in the organisation log. 
  • In order to better synchronise project planning with the associated budget structure, the reset function for budget structures based on project planning is no longer available. Project planning now also displays a message indicating that the budget structure must be released again when a new element has been created. 
  • The note about the new release now includes a link to the webinar on the new functions. 

Bug fixes

 

  • For users with multiple clients, the second factor for multi-factor authentication is now displayed correctly in the user's data. 
  • If you only have the right to “Read project management”, but not the right to “Read project planning”, you can open an element in project management without receiving an error message. 
  • If the detailed view with digital vouchers is open in the voucher overview in the partnerbook, an unexpected error message no longer appears during validation. 
  • When creating a new journal of the journal class “Project accounting (costs on external projects)”, the button is now also available at the top of the toolbar. 
  • When filtering a table by a date, the date in the filter was shifted by one day after the table was reloaded. This has now been corrected. 

Bug fixes

  • The accidental restriction to 100 characters for the account description in a main account has been reversed. 

Bug fixes

  • The report regarding insecure passwords has been updated to include the final date of 11 February 2026, by which a new password must be assigned. 
  • A report has been introduced that is displayed in Accounting 4.10 and Cashbook 2.10, indicating that these versions can no longer be used after 11 February 2026.  

Bug fixes

  • In project controlling, a budget can now be created in company currency with the voucher type "For Information Purposes" and the selection of a partner contract. 
  • If a budget structure already exists for project planning, newly created elements in the project planning are now also correctly created in the budget structure. 
  • In the voucher view in the partner book, the translation of "Voucher Date" has been corrected in a validation. 

New features

  • In project planning, as long as no budget structure has been created from it, the elements can be moved by editing the code and also assigned to other elements by editing the "Contribution to" field. 
  • In project planning, up to 99 outcomes can now be created in level 2 "Outcome" instead of only 9. In existing projects with multiple outcomes, the code will be migrated to two-digit numbers with a leading 0. 
  • If level 2 "Outcome" is used multiple times in project planning, this level can also be transferred to the budget structure. The abbreviation for level 2 "Outcome" is no longer transferred to the budget structure. 
  • Individual fields are available for the elements in all 5 levels in project planning. Individual fields can be configured in the organisational settings. These are then available in the table view and the detail view of project planning. 
  • In the project planning, project management and monitoring overviews, the documents detail area is no longer visible if document management is not used. 
  • In the detailed views of a project planning element, documents can now be assigned to each element in the detail area when document management is activated. 
  • Documents can always be assigned in the individual view of an indicator, even if document management is not used. 
  • In document management, the new object type Project Planning Element can now be used to assign documents to a project planning element. This is possible for all levels of project planning and acceptance.  
  • The user right to edit elements in project planning has been divided so that each of the five levels has individual user rights. 
  • The Gantt chart in project management has been converted to a new technology, resulting in minor changes to the operation and display of the interface. 
  • In project planning, Logical Framework view, the brief description can now be displayed for the elements instead of the description. The display between the two options can be changed. 
  • The form for creating new elements in project planning has been adapted to the form for editing. The manual code can be entered. 
  • In project planning, fields for planning, progress and persons responsible are now displayed in the new project management section in the individual view of an element and can be edited. 
  • The history detail area has been added to the individual view of a project planning element. All changes to fields in the master data and project management sections are logged. 
  • Documents with the status "Entered" and "Rejected" can now be deleted in a partner book. 
  • Balance sheet effective partner books can now also be activated for partner agreements. The organisational settings and configuration in the master data of the partner agreements have been expanded accordingly. 
  • Deposits to partners can now also be recorded in a partner book for information purposes. Functions for recording, submitting, approving and rejecting payments are available, as with cost vouchers. 
  • Based on the exchange rates of the deposits, the CC amount for the costs of the partner vouchers for information purposes is now calculated using the First In – First Out method and displayed in Project Controlling. 
  • The application has been fully updated to .NET Framework version 8. 
  • The detail page for main accounts has been updated to a new layout. The fields are now displayed in four columns side by side. The tabs have been removed and are now displayed as sections on a page. The buttons are located at the top of the page in the toolbar. 
  • The detail page of the project master data has been updated to a new layout. The fields are now displayed in four columns side by side. The buttons are located at the top of the page in the toolbar. 
  • A new PDF viewer has been implemented for displaying digital vouchers in PDF format in the side panel. It now saves the user’s settings regarding whether a multi-page document is displayed. 
  • A new predefined reporting currency schema for UN rates has been integrated into WINPACCS. The reporting currency schema "UN Operational Rates of Exchange" can be selected in donors and fundings. It provides exchange rates into the reporting currency USD. 
  • An update to Angular 19 was performed and the third-party component Kendo was updated. 
  • The overview and detailed view of cost centres has been converted to new technology. This results in convenient search and filter options and a new layout. 
  • On all pages of the WINPACCS Cloud, the buttons have been moved from the bottom of the page to the top, into the new toolbar. 
  • Partners can be assigned to a subledger account in the account group "Creditor" in the main chart of accounts. The master data of the partner has been extended to include the "Subledger Account" field. 
  • A new user right, "Assign partner to account group creditor", has been introduced. 
  • Donors can be assigned to a subledger account in the account group "Debtor" in the main chart of accounts. The master data of the donor has been extended to include the "Subledger Account" field. 
  • A new user right, "Assign donor to account group debtor", has been introduced. 
  • In preparation for the financial accounting module, the functional area “Financial Administration” has been divided into a dedicated view for the head office and separate views for each company code or branch. The company code has now been added to the navigation bar. 
  • Projects can be assigned to a branch or the head office. The assignment is made by selecting the organisation unit in the project master data. This means that each project is assigned to a company code. Not all functional groups are available in projects that are not assigned to the head office. Projects that are not assigned to the head office are not transferred to Accounting and Cashbook. If financial accounting is used, the new "Company Code" column is available in various places where the project list is displayed. 
  • Cost centres are now assigned to a company code. The previous column "Postable" has been renamed to "Postable Project Accounting". Cost centres for other company codes can be created; there is a characteristic called "Postable Financial Accounting". The release status is only used for cost centres of the head office. 
  • When creating a new cost centre, an organisation unit of the type "Office" from the same company code can be assigned to the cost centre.  
  • The user rights "Release End-of-Period Accounts", "Delete Project Accounting Closing Data Package", "Download Project Accounting Closing Data Package" and "Reverse Closing", which are no longer required, have been completely removed from WINPACCS Cloud. 
  • In the organisational settings for company accounting, the sections and fields have been expanded so that the use of the web-based interface can also be configured. 
  • The functional area of company accounting and its functional groups are now also available or hidden depending on whether the web-based interface is being used. 
  • The user role "Project Financial Auditor" has been renamed to "Financial Auditor". 
  • The topic "Liquidity Management" has been added for key users in the organisational settings. 

Bug fixes

  • If the use of digital vouchers is subsequently deactivated, the "Digital Vouchers" detail section will no longer be displayed in the individual view of a voucher in a partner book. 
  • If a project only contains journals of the voucher type "For Information Purposes", these postings were not initially displayed in project controlling, as the posting view automatically only displayed balance sheet effective postings due to the default setting in the configuration. It was necessary to manually select the postings for information purposes. Now, in this case, postings of the voucher type "For Information Purposes" are displayed automatically. 
  • In the master data of a funding, the display of an individual field of the type Classification or Multiple Classification is now updated correctly after editing and saving. 
  • When programme funding is opened in the fundings functional area, the name of the assigned programme is now displayed correctly if the programme name is only available in the base language. 
  • When accepting a verification code request, the user who accepted the request is now saved. 
  • The translation in the maintenance notification window has been corrected. 
  • When saving project planning elements, leading and trailing spaces in the "Manual code" field are now trimmed and no longer saved. 
  • If a user is activated in multiple clients, but none of the clients has multi-factor authentication enabled, the frequency with which the second factor is required at login is now determined correctly.  
  • The description of the partner book user role has been corrected. 
  • On the support details page in the organisational settings, a link in the "Internet" field now opens correctly as an external link in a new tab.  
  • When changing the language, the name of the assigned programme is now immediately displayed in the correct language in programme funding. 
  • When creating a budget structure from project planning for the first time, archived elements are now correctly transferred to the budget structure as non-postable budget lines. 
  • When the details page for a title is opened in donor management, the page heading now correctly displays the title name. 
  • When entering vouchers in the partner book, the invoice date was already validated during entry, which meant that invalid values were lost. Now, the invoice date is always saved when vouchers are entered. 
  • In the individual fields with multiple classification, the selected values are now displayed in alphabetical order. 

New features 

  • The new option to create project groups has been integrated into Controlling. Any number of projects can be assigned to a project group. Once a project group has been selected, analyses and budgets can be created and used for it. 
  • All functionalities for the data packets from journals in the ‘Partner accounting’ journal class, “For information purpose” voucher type and ‘External system’ accounting software have been removed. These data packets are all labelled as ‘Finalised’ and can only be viewed in read-only mode. 
  • The Excel export in various overviews is better protected against the execution of DDE commands to improve IT security. 
  • Users with email addresses in one organisation can now be activated, even if they already have an active account in another organisation with this email address. Users who already have an active account with different email addresses in different organisations can merge these accounts into one email address. If a user with an identical email address is activated in several organisations, they can change the organisation in WINPACCS Cloud using a function in the header next to ‘My account’. 
  • As an announcement of maintenance work, users now receive an information message directly in WINPACCS Cloud after logging in. 
  • When a maintenance period begins, active sessions are ended by all users. Instead of the login page, a notice about current maintenance work is displayed during the maintenance period. 
  • In programme fundings, the table of assigned project funding has been expanded to include additional table functions. Searching and grouping is now possible. The total amount is displayed in standardised form below the table. 
  • The user right ‘Release closing’ has been renamed ‘Release month-end closing’, the user right ‘Reject closing’ has been renamed ‘Reject month-end closing’, both rights now only apply to data packages of the type ‘Month-end closing’. Separate user rights ‘Release day-end closing’ and ‘Reject day-end closing’ have been introduced in the Project Finance Manager role for the release and rejection of Day-end closing. 
  • The overview of mandatorily documented support cases has been converted to modern table technology. This improves the search and filtering of the table. 
  • New currency XCG - Caribbean guilder has been added to the currency list. 
  • The settings for the available additional information in a posting and the editing of fields in Controlling are combined in a new function group in the financial administration settings. The separate display in the settings for WINPACCS Accounting, company accounting, controlling and the partner ledger is no longer available in the respective places. 
  • The editability of the two fields Recipient/depositor and Partner in Controlling can now be configured separately, each separately for postings from Accounting and from Corporate Accounting. 
  • In the organisation settings, the topic ‘Project funding’ has been renamed ‘Funding’ for key users. 
  • In a partner book, the column sequence in the table for entering new receipts can be saved for each partner book. The next time the new creation is opened, the columns are displayed in the saved order. 
  • In the organisation settings there are the settings for the new financial accounting area, which is only visible if the user has the ‘Read financial accounting settings’ right. 
  • In the organisational settings for accounting, the ‘Account length’ setting has been renamed ‘Length general ledger account’. A further setting ‘Length of person account’ has been added, but is only visible if financial accounting is activated. 
  • In the organisational settings, the organisation structure has been expanded to a hierarchical structure. The information from the organisational master data has been migrated to a new organisational unit of the Head Office type. All existing organisational units are of the type Miscellaneous. Organisational units of the other types ‘Branch’, ‘Office’ and ‘Department’ can be created. 
  • The Telephone and Fax fields have been removed from the organisational units, the content has been migrated to the Brief description field. 
  • The overview of organisational units has been converted to new table technology with convenient search and filter options. 
  • The user right ‘Read organisation master data’ has been renamed ‘Read basic settings’. The new user rights ‘Edit organisation logo’ and ‘Publish organisational settings’ have been introduced. 
  • The detail page of an organisation unit has been converted to the new technology and the layout has been changed. The assigned users and projects are now displayed in sections directly below the master data. 
  • In the organisational settings, the Master data function group has been renamed ‘Basic settings’. The fields from the Contact data section have been migrated to the new organisational unit of type Head office. 
  • The link from Accounting and Cashbook to the organisational master data now leads to the Head Office organisational unit. 
  • In the master data of a project, in the master data of a user and in the project and role assignment of a user, only organisational units of the types head office, branch office and miscellaneous can now be assigned. 
  • In the WINPACCS API, the type is now also output for organisational units. 
  • Individual fields can now be used for organisational units. 
  • If financial accounting is activated, financial years can be defined in company codes. 
  • The basis for company codes is created in the background in preparation for financial accounting. 
  • The new ‘Financial accountant’ role is created in the background with the user rights ‘Read financial accounting settings’, ‘Edit financial accounting settings’, ‘Read financial year’, ‘Open financial year’, ‘Edit financial year’, ‘Close financial year’, ‘Read company code’, ‘Create company code’ and ‘Edit company code’. These roles and rights are only visible when financial accounting is activated. 

Bug fixes 

  • The multilingual designation of the journals for partner accounting, company accounting and journals for postings from external projects was not taken into account in Controlling and Project Controlling. The journal names are now displayed in the language selected by the user. 
  • Without the ‘Read programme budget’ right, a user can no longer view an analysis on a budget in Controlling. In the same way, a user without the ‘Read budget’ right can no longer view an analysis on a budget in project controlling. 
  • The configurator for an analysis has been changed in Controlling and Project Controlling. If table columns have already been selected and you navigate back to the previous page of the configurator and then on to the column selection, the previously selected table columns are now removed. 
  • If an analysis is created in Controlling with the first analysis level on projects, the projects for which no costs yet exist are now also displayed. 
  • If you open the master data of a programme as a project administrator, an error could occur if you did not have additional rights. The programme master data can now be opened and edited. 
  • If a user only has authorisation for certain programmes, an error no longer occurs when creating a new budget for a programme if the budget is created in billing currency. 
  • If two different users logged into a browser one after the other, invalid behaviour could occur in connection with MFA. If the first user had not yet set up MFA and the second user had to enter the second factor, they were incorrectly taken to the MFA setup page. This has now been corrected. 
  • If the scope of validity in an analysis is restricted to one VC by a budget, the message that there are different VC in the scope of validity was displayed incorrectly. In these cases, the analysis is now displayed correctly. 
  • In the configurator of an analysis in Controlling, it could happen that the field for the document currency was displayed empty when selecting a budget, although this is specified by the budget. This is now correct in the display of the document currency field. 
  • The upload from WINPACCS Accounting of financial statements or when submitting journals to WINPACCS Cloud did not work if the project accountant did not have the ‘Read projects’ right. This now also works without the right. 
  • If the ‘Assigned persons’ column is displayed in the financing table, the search no longer leads to an unexpected error. 
  • If a closing is deleted or rejected via Support, the feature ‘Transferred posting item’ or ‘Cancelled posting item’ is reset to ‘No’ in Controlling for postings from previous periods that were transferred or cancelled with this closing. 
  • A link to a data packet with an invalid URL now correctly leads to the ‘Page not found’ page, a correct link now correctly displays the details page of the contract. 
  • In the Financing functional area, the search now also works in the ‘Assigned project financing’ column. 
  • In a cost element group structure, the maximum length for the code and description can no longer be exceeded during input and thus no longer lead to an error. 
  • The selection options in individual fields of type classification or multiple classification are now displayed sorted in all places again. 
  • In an analysis with column groups, it could occur in certain constellations when configuring an analysis that the budget values were displayed incorrectly for breakdowns. This has now been corrected. 
  • If a user had not yet set up the second factor, but then selects the Forgot password function beforehand, they could not change the password without first using the second factor. This meant that the process could not be completed. This has now been corrected. 

New features 

  • Programmes are a new addition to WINPACCS, along with a new functional area Programmes with a overview of all programmes. Projects can be created in programmes and assigned to them. A programme contains master data, a list of assigned projects and a log of all changes. A superordinate programme chart of accounts can be defined in the programme. Programme funding can be created in the programmes and assigned to the project funding in the associated projects. Programme budget structures can also be defined, which can be used in the assigned projects of the programme. 
  • There is a new area in the organisation settings for configuring the main settings and individual fields for programmes. 
  • New rights have been implemented for the new programme management. The user administration has been extended to grant users authorisations for specific programmes. 
  • Programme funding is available in the general table in the Fundings functional area. 
  • The overview of donors and their administration has been moved from the Fundings functional area to a separate Donor management functional area. 
  • In project management, adjustments have been made to the master data, funding, budget structures and the project chart of accounts due to the introduction of the programmes. 
  • When using the programmes, Controlling now offers the option of filtering postings to programmes, creating analyses for programmes, defining budgets for a programme and using these in the analyses. 
  • The new possibilities of the programmes are also taken into account in the configuration of the company accounting interface. 
  • The overview of budget structures in the project has been converted to new technology so that modern table functions are now available. 
  • The release process for budget structures in the project has been changed so that each budget structure is released individually and no longer the entire list of all budget structures. 
  • The ‘Activate account’ and ‘Reset password’ functions have been made more secure against password guessing. 
  • In a user of the ‘External’ user type, a user administrator can change the User type field to ‘Internal’. 
  • Recently opened partner books are displayed on the dashboard. 
  • The additional fields activated for WINPACCS Accounting are now also available in the partner book. 
  • In project controlling, different budget structures can now be used at both levels in one analysis. 
  • Partner books can now be used in all project types. 
  • Digital receipts can now also be downloaded in Controlling and Project Controlling. 
  • Budget structures in the project, which were copied from the donor, now also have the type ‘Project budget structure’. 

Bug fixes 

  • In Controlling, the budget structures are now displayed correctly when navigating through documents from different projects.
  • The Partner contract data function group can now be opened correctly with the ‘Read partner contracts in project’ right, even without the ‘Edit partner contracts in project’ right.
  • In Project controlling, you can now see the digital vouchers with the ‘Read digital vouchers in WINPACCS Cloud’ right even without the ‘Read all partner books’ right.
  • If no e-mail can be sent to the old and new e-mail address when changing a user's e-mail address, this could lead to inconsistent data. This has now been corrected.
  • If a change has been reset in an individual sub-account in the project chart of accounts, the entire project chart of accounts is no longer set to released if there are other sub-accounts with a release status ‘edited’.
  • If the name of an organisational unit is changed, this is now transferred to Controlling. The new name is visible there in the correct column. 
  • If an individual field is selected in an analysis at level two in Controlling, this is now displayed correctly in the configuration area. 

Bug fixes

  • If the first partner contract in a project is created directly in the status approved or active, the corresponding partner journal is now also created automatically. 
  • The password policy has been updated so that the term ‘winpaccs’ may no longer be included. 
  • In the organisational settings for the company accounting interface, the field label ‘Transfer in voucher currency’ has been corrected in the languages. 
  • The new field ‘Selection of partner contract’ is now translated into the languages within the validity area. 

Bug fixes

  • In the table for entering partner vouchers, the ‘VC Amount’ column is now translated in all languages. 

New features

  • The new journals for partner books can now also be used for budgets for information purposes in project controlling.
  • When displaying and editing budget lines, the display and editing of the multilingual entry of a budget line has been improved.
  • In the analyses in Controlling, it is now also possible to filter the data basis according to different values.
  • The configuration area is now available in saved analyses in Controlling so that the analysis can be subsequently changed.
  • The password policy has been strengthened. A password must now be at least 10 characters long and contain at least three elements from the four categories capital letters, lower case letters, special characters and numbers.
  • To improve security, passwords are now stored using a better procedure.
  • If a user's password does not fulfil the new guideline, the user receives a corresponding message after logging in.
  • In the project master data, the ‘Head of project’ field has been renamed ‘Project manager’.
  • The detail page with the master data of a funding has been redesigned, all fields are now summarised in one section ‘Master data’. Some fields for comments have been given more detailed names.

Bug fixes

  • If the user language was set to English and the date format was set to English (UK), date values were displayed incorrectly, and some checks were not performed correctly. This has now been corrected.
  • If you open a funding in a donor, the assigned project is now also displayed in the master data of the funding.
  • In a budget structure, the entered levels with their translations are now displayed in a standardised way.
  • The status translations in a partner contract have been improved.
  • If a partner contract is edited, the statuses in the selection field are now translated correctly.

Bug fixes

  • In Controlling and Project Controlling, the quick filter is now retained when you switch to a posting and back to the overview.
  • Instead of a general server error, a correct error message now appears again if cookies are missing.
  • When copying budget structures, the system now correctly checks for duplicate designations.

Bug fixes

  • When entering key users, errors no longer occur when searching for users.
  • The average rate is now correctly calculated for postings imported from Diamant with voucher currency and displayed in project controlling.

Bug fixes

  • Long top-level domains are now also possible for user e-mail addresses.

New features

  • Introduction of a partner book for vouchers of informational purpose from the partner. The partner's vouchers for a partner contract can be entered in a partner book and passed on to project controlling.
  • The fields in the partner contract master data were expanded for the introduction of the partner book.
  • The new user role partner book user and new rights have been introduced for using the partner book.
  • New settings in the organisational settings for partner management allow you to configure whether the partner book is used and whether fields in the partner vouchers for informational purpose in project controlling can be edited.
  • In project controlling and controlling, the field ‘recipient/depositor/partner’ is now split into two fields ‘recipient/depositor’ and ‘partner’.
  • A distinction can now be made between ‘Internal’ and ‘External’ in the user master data. Users of the type ‘External’ can only be assigned the role of partner book user.
  • Users of the type ‘External’ receive their own dashboard after login exclusively for the use of the partner book.
  • Partner contracts can no longer be created in archived projects.
  • A project can only be archived if all partner contracts have been archived, finally calculated or have not been concluded.
  • A funding can only be finally calculated or archived if all partner contracts have been archived, finally calculated or have not concluded.
  • A partner contract can only be concluded, finalised or archived if there are no vouchers with the status ‘Entered’ or ‘Submitted’ in the partner book.
  • A partner can only be archived if all partner contracts have been archived, finalised or have not been concluded.
  • The new journal for partner accounting for informational purpose has been introduced and can be configured in the organisational settings for partner management.
  • Journals are technically prepared in such a way that vouchers with different currencies can be available in one journal, especially in project controlling. This applies to the journal for partner accounting and also the journal for company accounting.
  • The functionality with the import option for partner vouchers has been expanded.
  • When creating new journals, the ‘Journal type’ feature with the options ‘First journal’ and ‘Follow-up journal’ is no longer available. Every new journal is now always a ‘first journal’.
  • The user right ‘Download project accounting closing data package’ has been removed from the roles and the function is therefore no longer available.
  • In the organisational settings, the settings for project controlling have been renamed ‘Settings for Controlling ’. In this context, the ‘Read controlling settings’ and ‘Edit controlling settings’ rights have also been renamed.
  • In Controlling, the totals in voucher currency and billing currencies are now also displayed for groupings, provided the currency within a group is identical for all postings.
  • Assets from partner projects are now also displayed in the cross-project assets functional area.
  • The transaction types 2.4 Transfer of funds to another journal with company currency and 10.8 Return of funds to headoffice have been added to the journal types.
  • An interface has been implemented for transferring data from Syska.
  • In the journal types, the feature for setting the accounts that can be posted to has been renamed to „ Restrict the selection of accounts for costs and income“.
  • An interface for importing travel expense reports has been implemented. There is an organisational setting.
  • The validity of the link when selecting the forgotten password function is now only one hour.
  • It is now also possible to create indicators at the activity level in project planning.
  • Users can now set the date and number format in the settings under ‘My account’ regardless of the language.
  • In project controlling, the fields billed and reporting period can now also be used for reversals and reposts.
  • Depending on the company accounting system, it is now also possible to import in voucher currency.
  • Organisations can now enter key users for various topics in the organisational settings.
  • In connection with multi-factor authentication, the term ‘Azure Active Directory’ has been changed to ‘Microsoft Entra ID’.
  • Archived users can now be shown or hidden in the project using a quick filter when adding new users.
  • A query now appears when deleting budget lines.

Bug fixes

  • The description of the role of digital vouchers auditor has now been corrected in all languages.
  • The copying of large budget structures has been optimised.
  • When a budget structure is released for the first time, a superfluous additional log entry is no longer created.
  • If the name of a fundingis changed, this is now also updated in the postings in project controlling.
  • If you assign cashbooks to a document, the numbers of the cashbooks are now displayed correctly.
  • User is no longer in invalid status if the activation email could not be sent.
  • Email addresses without a top-level domain are no longer permitted in user administration.
  • Column headings are no longer cut off in the conversion log for transferring data to company accounting.
  • The mandatory field labelling for the configuration of journals for company accounting and external projects has been corrected in the organisational settings.
  • In a special constellation with certain user rights, the assignment of projects to a bank detail now works correctly.
  • When deleting a funding in the functional area fundings, the navigation no longer jumps to the funding project.
  • When printing tables with groupings for columns with the values Yes/No, Yes/No is now also printed correctly in the grouping heading instead of True/False.
  • In project management, the table headings are no longer shifted in relation to the content.
  • In tables, views can no longer be saved with the name of the standard view.
  • In archived projects, the buttons for creating new project fundings and sub-accounts are no longer visible. Sub-accounts can no longer be created.

New features

  • In partner management, it is now possible to assign several projects at the same time when assigning projects to a partner. The projects can also be filtered using a new Country column.

New features

  • New currency Zimbabwe Gold with ISO code ZWG has been added.

Bug fixes

  • The link to LinkedIn has been corrected on the login page.
  • Analyses in project controlling did not take into account the posting positions for the accounts Costs assets, Income assets and Costs Non-recoverable VAT when using cost category groups on the first level and cost categories on the second level. Now posting positions to these accounts are displayed correctly and the totals are calculated correctly.
  • If the inventory number is defined with an individual format, it is now displayed correctly with formatting characters in Accounting and when printing labels.
  • Small optimisation when publishing projects at the same time.
  • When roles are removed from a user, information notes regarding existing assignments are now correctly translated.
  • IT security improvements have been implemented.
  • If a grouping according to a budget structure is used in the overview of posting positions in project controlling, there will now be no unexpected errors when switching to another project.
  • If the overview of the posting positions has several table pages, then navigating through the detailed view of the posting positons across a table page in controlling now works in the correct order and there are no unexpected errors in project controlling.
  • If a grouping is used in the overview of posting positions in controlling or project controlling, navigation through the posting items in the detailed view now also works.

Bug fixes

  • When manually entering a new asset, the user's project assignment was not correctly taken into account. A user can now only enter assets for projects in which they have the "Edit asset" authorisation.
  • The user authorisation check for assets has been technically optimised to improve performance.
  • In Controlling, grouping by some columns caused an error; this has been corrected. For some columns, the grouping option is also prevented.
  • The contents of the "Comment on posting" column are displayed again in Controlling and Project Controlling.
  • Performance has been improved when closing journals.

Bug fixes 

  • When migrating several persons to one user, not all persons were archived in release 2024.01. This has now been corrected for affected data records. 
  • In the postings overview in project controlling and controlling, grouping in the table led to very long loading times and sometimes resulted in an error. Performance has been significantly improved. 

Bug fixes 

  • If the second factor is reset for a user during multi-factor authentication, the link in the email to the user now works correctly again. 
  • If a user uses the Authenticator app as a second factor for multi-factor authentication, the "Reconfigure second factor" function is available again under "My account". 

New features

  • The corresponding configuration options for the preliminary month-end closing in WINPACCS Accounting are available in the organisational settings for WINPACCS Accounting and in the Project accounting journals.
  • In the functional group Data packets, the preliminary month-end closings can be viewed and approved or rejected.
  • The “Posting status” column has been added to the functional group Postings.
  • In Controlling, further configuration options have been integrated for the views; there are now quick filters and the display of highlighted postings.
  • In Controlling, the columns for the budget structures have been renamed so that there is now a consecutive number from 1 to 6 in front of the budget structure and budget line.
  • In the functional group Postings it is now possible in the functional area Financial Accounting and also in the project, to select columns for the table “Stocks” and save individual views.
  • The Salutation field has been removed from Users and Persons. The salutation in all emails sent from WINPACCS Cloud has been reformulated accordingly. The field "Mr/Mrs" has been replaced by "Name" in the cash account agreement.
  • In the user settings, the names for the newsletters have been changed to "WINPACCS newsletter" and "customer info".
  • In the user administration, the tab General has been redesigned, there is a User profile section and a Technical data section.
  • The function for changing your own password has been implemented as a button under My Account. The "Security" tab has been removed.
  • In the user administration, on the details page of a user, there is a separate tab for Billing projects.
  • In the user administration, on the details page of a user, the tab Assignments has been redesigned. Only the sections for assigned journals, cashbooks and bank details are now displayed. There is a link directly to the projects, journals and cashbooks.
  • In the user administration, on the details page of a user, the "User account activated" field on the Settings tab has been removed.
  • In the user administration, the details page of a user with all tabs has been converted to the new layout.
  • In the functional group Projects, the user's authorisations have been converted to the new combined role and project assignment in all subordinate functional groups. This means that a user can only view and edit individual objects if they have the authorisation in the respective project.
  • The previous right "Create bank details" has been removed, bank details can now be created with the rights "Edit bank details in project" or "Edit all bank details".
  • In the project, the functional group "Project data overview" is no longer visible with the right "Read projects"; it is now only available for Support users.
  • In the organisational settings, the right "Read WINPACCS coordinators" is now required to see the functional group WINPACCS coordinators.
  • In Company Accounting, the functional group Data transfer to Company Accounting is now also visible with the right "Read Company Accounting".
  • On the dashboard, the new project-dependent authorisations are now taken into account in the table of recently used projects and in the table with the open tasks.
  • In all functional areas, the user's authorisations have been converted to the new combined role and project assignment. A user can only access objects and use functions if they have the corresponding authorisation in the relevant project.
  • The user authorisations in the installation administration have been adjusted. The authorisation of installation administrators is no longer controlled via assigned organisational units.
  • The user authorisations in the user administration have been adjusted. The authorisation of user administrators is no longer controlled via assigned organisational units. New and changed functions on the detail page of a user are taken into account.
  • The user authorisations in the person administration have been adjusted slightly.
  • The user authorisations "Read persons in donor management" and "Edit persons in donor management" have been renamed "Read person in donor" and "Edit person in donor".
  • The "Project and role assignments" tab on a user's details page has been redesigned. The new combined role and project assignment has been implemented in the "Project-dependent user roles" section. The project roles are assigned to the user in combination with projects. All projects can be assigned across the board, or via organisational units, countries or individual projects. All other non-project-dependent user roles are assigned in the "Administrator roles" section.
  • When assigning the roles of Organisation administrator, Financial administrator and User administrator, the previous restrictions no longer apply. A user administrator can edit all users and assign and remove all roles.
  • When editing the project master data, a message has been added when changing the organisational unit and country, as this can affect user authorisations.
  • Checks have been added when editing the user role and project assignment in a user. Messages inform you if changes to authorisations affect the user's existing assignments and the changes cannot be saved.
  • On the details page of a user, the "Access to confidential data" section has been moved from the "Assignments" tab to the "Project and role assignments" tab.
  • On the details page of a user, the "Download" function is available on all tabs for active users. The "Request module registration" and "Request verification code" functions are available under "My account" for all tabs.
  • The right "Create project" is now only available in the Project administrator role. A newly created project can be viewed directly by the project administrator. A new project is automatically assigned to users via the assignment of countries or organisational units.
  • The user rights "Edit project master data of all projects", "Edit project status of all projects", "Activate user account", "Add user to a project", "Read user in project" and "Read WINPACCS coordinators" have been newly introduced.
  • Due to the new combined user role and project assignment, the assignment to the user roles has been changed for some user rights.
  • All existing users have been migrated to the new combined user role and project assignment.
  • Some user rights have been removed from WINPACCS.
  • The user rights for the already cancelled funds supply management have been removed from WINPACCS.
  • In the user administration, the "Access to all projects" feature has been removed for users, as has the column in the user overview.
  • The user master data for WINPACCS Accounting and Cashbook has been adapted to the new authorisation concept. In the project list for WINPACCS Accounting and Cashbook, a user receives all projects for which they have the "Use Accounting" or "Use Cashbook" authorisation.
  • Due to the new combined user role and project assignment, the logging of user roles in the History function group has been adjusted so that a role is only logged when it is first added and last removed for each user.
  • The special role "My account OU project assignment editor" has been removed from the system.
  • The user registration process has been completely removed from WINPACCS.
  • The individual fields for persons and users are separated. It is now possible to create your own new customised fields for user master data. The previous individual fields for persons are retained; these are now only visible for persons.
  • The link between persons and users has been broken, meaning that the "User" field in a person's master data is no longer available.
  • A person can no longer be assigned to their own organisation.
  • A person can no longer be assigned to a project. This means that the list of persons in the project and the Assigned projects tab in a person's view are no longer available.
  • The data records of the existing persons and users are separated from each other by a migration. Existing users no longer appear as persons. Some persons, especially those from your own organisation, have been migrated to users.
  • The User status field has been introduced for users with the four values "1 - Staff without user account", "2 - Waiting for user account activation by user", "3 - Active user account" and "4 - Staff archived".
  • A new user can now be created in the user administration.
  • In the functional group "Assigned users", only users can be assigned to the project. All non-archived users can be assigned and are automatically assigned the role Project staff for this project. New users can also be created; these are also assigned the Project staff role but are not automatically activated.
  • The functional group "Assigned users and persons" has been renamed "Assigned users" and has been updated to the new table technology, so that improved table functions are available.
  • The "Personnel number" field has been added to a user's master data. In the organisational settings, you can specify whether the field is automatically assigned numerically or entered manually alphanumerically. In the manual case, you can specify whether it is a mandatory field.
  • The "Archive user" and "Retrieve user from archive" functions have been adapted to the new role-project assignment and the new user statuses.
  • The new functions "Activate user account" and "Deactivate user account" have been integrated.
  • The "Edit user administration settings" and "Read person administration settings" rights have been removed from the User administrator role. The "Edit personal administration settings" right has been removed from the User administrator role and is now included in the Organisation administrator role.
  • In the user administration, the actions in the history have been adjusted to the two logged actions "activated" and "deactivated". The "archived" and "reactivated" actions will no longer exist in future.

Bug fixes

  • The functional Group persons in a donor is now hidden without the required user rights.
  • In the assigned persons of a donor, you can now correctly create a new person for the donor or assign an existing person to the donor with at least one of the two rights "Edit all persons" or "Edit person in donor". The buttons are now correctly visible depending on the rights.
  • The description of the user role "Project accountant" has been corrected.
  • Access to the functional group Projects and opening a project is now also possible individually with the "Read all projects" right.
  • Without the "Read user administration settings" permission, it is now not possible to call up the function for deleting the permitted email addresses in the organisational settings. The query no longer appears.
  • The functional group Financial Administration can now also be accessed individually with the rights "Read cost centres", "Read categories" and "Read journal types".
  • A project can now also be created with the "Create project" right, even if the user does not have the "Edit project master data" right.
  • When navigating back in the navigation bar from the resource supply data packages, an "Access denied" error message is no longer displayed.
  • A project administrator with the "Read all projects" right can now see and use the table of recently used projects on the dashboard without any other roles.
  • In order to view the task "Release a new data packet" on the dashboard, the rights "Read projects" and "Release closing" are now required for the respective project.
  • A data package from a confidential cash book, partner journal or funds supply stack could also be viewed via the direct link without "Confidential data" authorisation; access is now denied.
  • In the functional group Fundings, the navigation no longer jumps to the Donor functional group when editing a rate in the rate table.
  • In Partner management, the buttons for deleting and archiving a partner contract are now correctly visible in a partner contract depending on the "Edit all partner contracts" permission.
  • In Partner management, the button for editing the settings for partner accounting in a partner contract is now hidden if the user does not have the "Edit all partner contracts" right.
  • The date columns "from" and "to" are now sorted correctly in the exchange rate table of a billing currency scheme with a flexible billing period.
  • In project controlling, the digital vouchers for a booking from an external project can now also be displayed, even if the user does not have authorisation for the external project.
  • If you navigate from one element to the next in the project planning in the detail view, the table of indicators is now updated correctly.
  • When requesting a check code, the list of available projects is now filtered so that only projects for which the selected user is authorised can be selected.
  • In the functional group Project planning and monitoring, the columns for budgets can now be shown again in project management.
  • Adding a transaction to an asset in a project of the project category "Partner project" now works correctly, no more unexpected error messages appear.
  • The description of the Digital voucher auditor role has been corrected.
  • The name for Libya has been adjusted in the country list.

Bug fixes

  • If you subsequently create a new cost category group structure on sub-cost categories, the existing postings in project controlling are now assigned directly to the cost category groups.
  • If two sub-accounts of a cost account are in two different cost category groups of a cost category group structure, the posting is now correctly assigned to the other cost category group after the sub-account has been changed in project controlling.

New features 

  • In an asset, the columns "Residual value CC at end of month " and "Residual value VC at end of month " are integrated in the residual value development table. The table row "Residual value" at the end of the table has been removed. 

Bug fixes

  • If you have deactivated cookies in your browser, you cannot log in to WINPACCS Cloud. In this case, an error message will appear indicating that cookies must be enabled.

Bug fixes

  • The field for the reason when rejecting a contract now has a length limit of 255 characters. Rejecting did not work with more characters.
  • The "Anzeigen (NEU)" button is no longer visible in the user overview.
  • The correct user is now displayed in the history of a data package for the "Document uploaded for feedback" action.

New features

  • The "Edit billing projects" user right has been newly introduced.
  • In inventory management, a recipient can now be entered for the “Other disposals” movement type and a handover log can also be printed.
  • When archiving a project, a warning is now issued if this project is still assigned to a user as a billing project.
  • The "Reset password" right has been removed from the application without replacement and therefore from the Organization administrator and User administrator roles.
  • Some user rights have been renamed. The description of some rights has been improved.
  • When processing registration requests, it is no longer possible to assign user roles and projects directly. If a registration request is released, only the user is created first; the user roles and projects are then assigned when the user is set up.
  • When creating a new user and converting a person into a user, it is no longer possible to assign user roles and projects directly. Initially, only the user is created; the user roles and projects are then assigned subsequently when the user is set up.
  • When rejecting closings, the database operations are outsourced to a task. This prevents possible timeouts and that document data is not deleted correctly.
  • The edit function for the company accounting, cashbooks and partner accounting data packets (from an external system) has been removed and the rights required for this have been removed. The "Delete partner accounting data packet" right is available for deleting the partner accounting data package.
  • The overview of partners in the Partner Management functional area has been converted to new technology. Column selection, views and filtering are now possible, as in other new tables.
  • The Partner management functional area has been changed. The overview of partners and the logs can now each be accessed in a functional group.
  • In the bank details, the tabs Documents, Accounting data and Funds supply, which were only required for Accounting 3, have been removed. The necessary rights "View all vouchers of the assigned projects of a bank account" and "Only view vouchers of the projects of a bank account that are assigned to you" have been removed without replacement.
  • In the Company Accounting functional area, export files with the status "Posted Company Accounting" can now be moved to the status "Discarded" using a support function.
  • The Project accountant Advanced role has been removed without replacement. The "Post flexible postings" right is now integrated in the Project accountant role.
  • The new transaction types and categories 1.8 Supply of funds by Head Office external project, 10.6 Return of funds to Head Office external project and 10.7 Return of funds to Head Office external project with average rate have been added to the journal categories. Minor changes have been made to the naming of existing transaction types.

Bug fixes

  • The window for the column selection of tables now has a scroll bar and is no longer cut off at low resolution or high zoom.
  • In the user administration, the description for the Controller role is now translated in all languages.
  • When splitting a posting position in Controlling, the error message indicating incomplete splitting of the amounts now also appears if you have not yet exited the amount field when saving.
  • When rejecting a closing, the success message now appears correctly again.
  • When copying a reporting currency scheme from a donor to a funding, the selection of the conversion basis is now also copied correctly.
  • It is no longer possible to create a conversion mode twice for the same base currency in a reporting currency scheme.
  • In the partner overview, archived partners are now also shown in italics in the printout.
  • In a cashbook, on the postable sub-accounts tab, the buttons for navigating the table pages work again.
  • In Controlling and Project Controlling, the Analysis button in the toolbar now also has an icon.
  • When rejecting a closing, the limit for file uploads is now correctly taken into account and files above the limit are not uploaded.
  • In the Configuration detail area of an analysis, the link to the budget now works correctly.
  • When creating a new analysis in Controlling and Project Controlling, the buttons for the selected table columns are now fully translated.
  • Journals are no longer displayed in the bank details overview if the assigned bank sub-account for the bank details in the journal or in the project chart of accounts cannot be posted to.
  • In the Postings functional group, the column heading for the budget structures is now correctly translated.
  • In the overview of postings in Project Controlling, the entries in the Transaction type and Transaction category columns are now correctly translated.
  • The balance overview for Accounting 3 journals works again.

Bug fixes

  • In document management, a error has been corrected that occurred when the External system option was selected for Storage location.

Bug fixes

  • The user role "Inventory manager“ now also has the right "Read digital voucher in WINPACCS Cloud".

Bug fixes

  • In the function group "Postings (WINPACCS Accounting 4)" in the project and in the functional area „Financial administration“, the search for any text led to an error when the column "Funding" or "External funding" was displayed.

Bug fixes

  • The "Save" button had an incorrect layout in French for persons and bank details, both when creating and editing, due to a JavaScript error. This has been corrected.
  • In Bank Details the Bank Balance section has been removed, this was only used for older AC3 projects and therefore no longer has a useful function. Warning messages related to it have also been removed.
  • An error in the interface for transferring funds to Datev has been corrected. The project identifier of the receiving project can now be determined if it contains funding.

New features

  • The new Controlling functional area has been introduced. In the Postings section, you can view all posting positions across projects in a table, open them individually and edit them. In the Analyses section, cross-project analyses can be carried out based on accounts and project properties.
  • In Project Controlling, in the individual view of a posting position, the field layout has changed somewhat due to the introduction of the new Controlling functional area. The first line in the posting section now contains the project number and name and also the journal. This also changes the printout of an individual posting: The project and journal information has been removed from the page header and is now located in the posting section.
  • A new user role, Controller, has been introduced. It can create cross-project analyses in the new Controlling functional area.
  • The new user rights "Read analyses in Controlling" and "Edit analyses in Controlling" have been introduced.
  • In the project funding functional group, the field "Requirements for money cycle" has been removed. In the journal types, the field "Limited money cycle" has been renamed "Disallow posting to external projects".
  • In the message about conflicts in transactions for fixed assets, the information project number, journal number and accountant are now also displayed.
  • An update to Angular 15 was carried out and a third-party component Kendo was updated.
  • In the posting overview in the Financial Administration functional area and in individual projects, a Balances analysis has been integrated. The balances are shown per journal. Filtering by closing date is also possible.
  • The display of the digital vouchers in the sidebar of a posting has been optimised so that the preview is easier to see.

Bug fixes

  • On the dashboard, the filter in the Country column now works correctly for "is empty" and "is not empty".
  • In table footers, three-digit numbers are no longer truncated in the number of elements per page field.
  • The entry of too large an amount in the Grand total field of a funding is prevented with a message.
  • In a funding, the list for selecting titles for a donor is now sorted alphabetically.
  • In the assignment of projects to users, archived projects are now also displayed in grey and italics in edit mode.
  • In tables with multiple selection, no table column can be moved in front of the column with the checkboxes.
  • In tables with multiple selection, you no longer have to hit the checkbox exactly with the mouse to select several rows. It is sufficient to click on the cell in the first column with the mouse.
  • If you add a movement to a fixed asset, the buttons concerning availability are updated correctly on the detail page of the fixed asset.
  • The "Posting balancing of payables – without average rate recalculation" user right and the description are now translated in all languages.
  • When adding projects to users or bank accounts, multiple selection is now possible. This means that several projects can be assigned at once.
  • The performance when assigning projects to users has been improved.
  • In Project Controlling, the notation of the "Recipient/Depositor" column has been adjusted.
  • In Project Controlling, the "Conversion basis (CC/VC)" column is now filled with the correct values "CC" or "VC".
  • In the case of split posting positions, the "Percentage of total amount" column was sometimes displayed empty. This has been corrected.
  • When editing posting positions in Project Controlling, a reason had to be entered for the Quantity field, even when the Quantity field did not exist. If there is no budget structure with quantities, this message no longer appears.
  • Saved analyses in Project Controlling, which are not public, are now no longer accessible even if the link is passed on. A page saying "Access denied" appears.
  • In Project Controlling, the journal number column has been added to the posting table in the analyses. In printouts with assigned posting positions, the standard sorting of the posting positions is now correctly applied.
  • In Project Controlling, the names of the totals in the groupings have been reworded to match the column names.
  • In the printout of an analysis with breakdowns, an unwanted line break per data record has been removed.
  • Digital vouchers are now also displayed for a fixed asset if the fixed asset was created from a posting in the Company Accounting journal class.
  • Organisation logos with high resolution were displayed too large in the organisation master data. The layout has been improved.

Neuerungen

  • Zu einem Anlagetyp können nun in den Organisationseinstellungen mehrere kalkulatorische Nutzungsdauern hinterlegt werden und auch aktiviert oder deaktiviert werden. Zudem ist es möglich zu definieren, ob manuelle Nutzungsdauern beim Anlagegut zum jeweiligen Anlagetyp erfasst werden können. Diese Einstellungen werden entsprechend bei der Neuanlage und Bearbeitung von Anlagegütern berücksichtigt.
  • Es können nun zu mehreren Anlagegütern gleichzeitig Bewegungen per Mehrfachauswahl in der Übersichtstabelle der Anlagegüter hinzugefügt werden.
  • Werden Bewegungen zu Anlagegütern hinzugefügt, dann wird nun bei den Bewegungstypen „Weitergabe an fremdes Projekt“, „Übergabe an Partner“ und „Rückgabe an Geber“ ein Übergabeprotokoll erstellt.
  • Die Einstellung auf welche fremden Projekte in einem Projekt gebucht werden kann wird nun in der Projektliste über die Organisationsdaten-Datei an WINPACCS Accounting übermittelt. Dies reduziert die Notwendigkeit immer wieder alle Projekte zu veröffentlichen, zudem wird die Größe der Projektdaten-Datei verkleinert.
  • Zur Verbesserung der Performance bei sehr vielen Projekten wird die Projektliste und damit die Organisationsstammdaten nur noch in notwendigen Fällen neu veröffentlicht. Redundantes Veröffentlichen wird vermieden.
  • Abhängig von einer Organisationseinstellung wird der Hauptkontenrahmen nicht mehr in den Projektdaten übermittelt, um diese Austauschdaten kleiner zu halten. In diesem Fall wird der Hauptkontenrahmen nur noch mit den Organisationsdaten übermittelt.
  • Um die Performance beim Import der Projektdaten zu verbessern wurde die Projektdaten-Datei optimiert. Abhängig von der Konfiguration einer Organisation werden alte Daten für Accounting 3 nicht mehr exportiert, womit die Projektdaten-Datei kleiner wird.
  • Die Ladezeit bei der Auswahl von Projekten ist an einigen Stellen der Benutzeroberfläche verbessert, dies verschafft eine bessere Performance bei sehr vielen Projekten. Betroffen ist die Auswahl eines Projektes zum Anlagegut, die Auswahl eines Projektes bei der Weitergabe des Anlagegutes an ein anderes Projekt, die Zuordnung von Projekten zu Personen, Benutzern, Partner und Bankverbindungen und die Auswahl eines Projektes in einem Kassenbuch für fremde Projekte.
  • Die Funktionsgruppe Projektkontenrahmen ist im Funktionsbereich Rechnungswesen entfernt.
  • Das Recht „Anlagetypen lesen“ ist entfernt.
  • Mit dem Recht Person bearbeiten im Personenadministrator können einer Person nun alle Projekte zugeordnet werden unabhängig davon, welche Projekte dem Personenadministrator selbst zugeordnet sind.
  • Im Projekt ist in der Funktionsgruppe Projektfinanzierung das Symbol für die Budgets mit Link in das Projektcontrolling entfernt.
  • Die Funktionsgruppe Protokoll ist aus dem Funktionsbereich Benutzerverwaltung entfernt, die Protokolleinträge sind weiterhin im Organisationsprotokoll zu finden.
  • Die beiden Rechte „Projekte ohne Buchhaltung lesen“ und „Projekte ohne Buchhaltung bearbeiten“ sind entfernt.
  • Die Rechte „Mittelversorgungen anweisen“, „Mittelversorgungen lesen“, „Mittelversorgungen im Projekt lesen“, „Mittelversorgungen bearbeiten“, „Mittelversorgung im Projekt bearbeiten“, „Einstellungen Mittelversorgungsmanagement lesen“ und „Einstellungen Mittelversorgungsmanagement bearbeiten“ sind aus allen Benutzerrollen entfernt und nur noch für den Support verfügbar.
  • Das Recht „Projektfinanzierung löschen“ wurde entfernt. Zum Löschen und Archivieren von Projektfinanzierungen wird nun das Recht „Projektfinanzierung bearbeiten“ benötigt.
  • Das Recht „Abrechnungswährungsschema lesen“ gibt es nur noch für den Support, um die alten Abrechnungswährungsschemas aus cost control zu lesen das Recht „Abrechnungswährungsschema bearbeiten“ wurde komplett entfernt.
  • Die Einstellung für den Bericht Mischkursentwicklung beim Monatsabschluss wurde in der Oberfläche der Organisationseinstellungen für WINPACCS Accounting entfernt. Im Hintergrund wird die Einstellung für diesen Bericht immer auf obligatorisch gesetzt.
  • Die Funktionalität zur Migration von alten Journalen für WINPACCS Accounting 3 in ein neue Journale für WINPACCS Accounting 4 wurde entfernt.
  • Alle Funktionalitäten zum Löschen von Digitalen Belegen sind nun generell ausgebaut und auch nicht mehr über die Supportfunktion möglich. Die beiden Benutzerrechte „Nicht geprüften digitalen Beleg in WINPACCS Cloud löschen“ und „Geprüften digitalen Beleg in WINPACCS Cloud löschen“ wurden entfernt.
  • Um bei einer sehr großen Anzahl von Partner die Auswahl des Partners in einer Bankverbindung oder einer Person zu erleichtern kann nun im Auswahlfeld Partner durch Eingabe einiger Zeichen die Liste der Partner gefiltert werden.

Fehlerbehebungen

  • Die Steuerung der Rechte zum Lesen und Bearbeiten von Abrechnungswährungsschemas wurde korrigiert. Die Rolle Geberadministrator kann nun nur noch die Vorlagen von Abrechnungswährungsschemas im Geber lesen und bearbeiten und hat dazu die entsprechenden Rechte „Abrechnungswährungsschema im Geber lesen“ und „Abrechnungswährungsschema im Geber bearbeiten“. Das Lesen und Bearbeiten eines Abrechnungswährungsschemas in einer Projektfinanzierung ist nun an allen Stellen, wo eine Projektfinanzierung geöffnet werden kann, mit den entsprechenden Rechten „Abrechnungswährungsschema in einer Projektfinanzierung lesen“ und „Abrechnungswährungsschema in einer Projektfinanzierung bearbeiten“ möglich. Die Rolle Finanzprüfer Projekt hat nun auch das Recht „Abrechnungswährungsschema in einer Projektfinanzierung lesen“.
  • In der Übersichtstabelle des Monitorings funktioniert nun das Sortieren in Tabellenspalten wie generell in Tabellen üblich.
  • Hat eine Buchung mehrere Digitale Belege und man führt auf einem Digitalen Belege eine Aktion aus, springt die Miniaturansicht nun nicht mehr immer auf den Ersten Digitalen Beleg zurück, sondern der Fokus bleibt auf dem aktuellen Digitalen Beleg.
  • Die Sortierung nach mehreren Spalten lässt sich in Tabellen nun leichter durch Klicken in den Spaltenüberschriften auch nach mehreren Spalten konfigurieren.
  • Bei den Standardsortierungen in der Funktionsgruppe Buchungen im Projekt werden nun die Spalten mit Sortierung richtig ohne Lücke nummeriert.
  • Kleine Layout-Verbesserung im Popup zum Ablehnen einer Prüfcode-Anfrage, das Pflichtfeld ist gekennzeichnet und die Schaltflächen Abbrechen angepasst.
  • In einem Partner wurden die Schaltflächen zur Neuanlage und zum Zuordnen von Personen immer angezeigt, auch ohne entsprechende Berechtigung. Nun sind diese Schaltflächen nur noch sichtbar, wenn der Benutzer eines der Rechte „Person bearbeiten“ oder „Personen im Partnermanagement schreiben“ hat.
  • Filter-Popups in Tabellenspalten wurden bei kleinen Auflösungen unten abgeschnitten. Zur Optimierung wurden die Einträge bei Auswahllisten enger dargestellt und zudem wird bei Bedarf ein Scrollbalken eingeblendet.
  • Beim Ändern der Konfiguration von Budgets sind die Schaltflächen nun korrekt mit Speichern beschriftet.
  • In einer Finanzierung ist das Eingabefeld für die Gesamtsumme vergrößert worden, so dass große Beträge bei der Bearbeitung vollständig sichtbar sind.
  • Beim Wechsel der Benutzersprache in den Datenpaketen wird nun auch die Ansicht Projektbuchhaltung sofort auf die richtige Sprache geändert.
  • In der Liste der Zugeordneten Projekte einer Person werden die archivierten Projekte nun korrekt grau und kursiv dargestellt.
  • In den Tabellen der Datenpakete werden Belegnummern nicht mehr mit Tausendertrennzeichen dargestellt.
  • Im Partnermanagement war die Funktionsgruppe Personen auch mit dem Recht „Person im Projekt lesen“ sichtbar, mit nur diesem Recht hatte das Öffnen aber zu einem Fehler geführt. Die Funktionsgruppe ist nun nur noch mit einem der beiden Rechte „Personen lesen“ oder „Personen im Partnermanagement lesen“ sichtbar. Genauso sind die Personen in einem Partner im Projekt sichtbar, wenn der Benutzer eines der beiden Rechte „Personen lesen“ oder „Personen im Partnermanagement lesen“ hat.
  • Tippfehler in Spaltenüberschrift „Abschlusstyp“ in den Datenpaketen korrigiert.
  • In der Tabelle der Datenpakete für Abschlüsse wird die Spalte „Abschluss geprüft“ nun leer belegt, wenn es sich um einen Tagesabschluss handelt.
  • Das Popup zum Drucken von Etiketten für Anlagen wurde bezüglich Layout verbessert.
  • Die Bezeichnung des Journals für die Unternehmensbuchhaltung wird in der Tabelle der Datenpakte nun sprachabhängig korrekt angezeigt.
  • Das Layout in den Popups zum Erstellen und Bearbeiten von Analysen im Projektcontrolling wurde korrigiert und genauso auch zum Anlegen eines Dokumentes und Bearbeiten seiner Eigenschaften in der Dokumentenverwaltung.
  • Der Tooltip für die Schaltflächen wurde in allen Ansichten der Datenpakete angepasst.
  • Beim Hinzufügen von Verfügungsberechtigten zu einer Bankverbindung wurde in der Liste der Personen ein fehlendes Leerzeichen ergänzt.
  • In einem Journal im Freigabestatus Neu hat die Zuordnung von Dokumenten nicht korrekt funktioniert. Der Dokumentenbereich wurde in diesem Status nun ausgeblendet, Dokumente können erst zugeordnet werden, nachdem das Journal erstmalig freigegeben wurde.
  • Wird ein Eigenschaftenwert markiert und kopiert, konnte es durch nicht exaktes markieren passieren, dass eine Leerzeile am Anfang mitkopiert wurde. Dies ist nun verbessert.

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