SquidWeb update 30.08.2019

     New features and updates:

  • “Mailbox” feature is now online!
  • Activity is now added for digitally signed DNs
  • DN container on Today page now displays PM name not number
  • Document “trash” feature added

    Bug fixes:

  • Project manager is displayed correctly in mobile app
  • Projects without an assigned project manager will be correctly displayed in mobile app
  • Users with restricted rights can no longer open projects via the crew planner
  • BIC and IBAN are now automatically include in bank transfers dialog again
  • Invoices are correctly linked to projects via project name and number again
  • Project list can be successfully filtered by user
  • Comment fields text is no longer removed after page refresh

Template documents

A Google doc can be uploaded to company settings with variables in place of interchangeable information and used as a template for reoccurring documents.

For example, a staff contract can be created in Google docs with variables in place of the employees name, contract details and starting date. The link to the document can then be added to SquidWeb so when a new contract is created the document can be generated with all the relevant information in place.

Check out our tutorial to show you exactly how:

Supplier receipts

Supplier receipts differ from normal receipts as the project crew items need to be assigned to the receipt during its creation.

When suppliers send an invoice for a crew service a supplier receipt is created to pay the outstanding amount. As the PCI’s from the project are added to the receipt the sum total will be automatically calculated and updated, this allows you to check the suppliers invoice against your project data and be sure there are no mistakes.

A bank transfer can be added directly to a receipt to pay the supplier and send notification at the same time.

Pfändung documents

Pfändung documents can be uploaded to SquidWeb and the system will remind you how much is owed each payroll until the debt is settled.

Quote templates

For quotes are sent often or to multiple contacts (sending crew service conditions to new clients for example), a quote template can be created.
A template is created just like any other quote but the type is changed to “Template”, it can then be used at any time when created a new quote to save you the task of rewriting the same items again and again.

Simply leave the “amount” column empty so the template can be adjusted to meet and client request.

Email templates can also be created to accompany quote templates, saving you time writing email text and providing clients with a uniform and professional service.

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SquidWeb update 20.08.2019

  New features and updates:

  • “Help center” option added to main menu.
  •  Visual mark for late refusal has been added to the Crew Planner.
  • Multiple improvements and fixes made to the Accounting feature:
     –After an invoice or receipt is assigned the contact, a debit or credit account will be set.
    -An activity is automatically created for export  items.
    -Accounting ID can now be accessed from an activity.
    -Formatting improvements made to Transfer Details dialog.
    -“Copy link” option added to row menu.
    -General formatting and layout improvements to accounting list.
  • A new option to include Spare positions in project confirmation report templates has been added to company settings.
  • Payrolls can be opened directly from a PCI  (if PCI is already assigned to Payroll):

    Bug fixes:

  • Crew Calendar would display project creator instead of the assigned project manager.
  • Upload payrolls to Lexware did not work.
  • A project manager that had left the team (deactivated in SquidWeb) was removed from old projects as PM.
  • “Text too long” toast would appear when making new projects.
  • In Payrolls the “+” was missing from the item grid.
  • Copy RCP would create a new RCP with wrong account.
  • Edit account no longer creates toast: “For this contact an account already exists”.

How to create a client login

You can create an account for clients to login to Squidweb and check their projects, documents and invoices.

Here is a short guide of how to create the account for the client and send them their welcome link.

SquidWeb update 06.08.2019

New features and updates:

  • System alerts: total in footer has been updated.
  • “Accounting” feature is now live.
  • Activities container text can now be copied with right click:

  • Project accreditation information can now be included in Confirmation reports.
  • Staff contract details container values can be deleted now. 

    Bug fixes:

  • System alerts graph is now fixed.
  • Create client logins now possible again.
  • Copy receipts and invoices is fixed.

Bank transfers

Bank transfers can be sent alongside the creation of receipts in SquidWeb to pay incoming invoices quickly and easily.

All bank transfers made from SquidWeb are stored and accessible from the bank transfers page. Transaction reports can also be taken directly from SquidWeb and turned into a compressed file to be processed in accounting software.

SquidWeb wiki Bank transfers

Contract and documents

Mobile users can find a copy of their contract, view their monthly working hour values and download all of their personal documents via the app, this short guide will show you where these features can be found.

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