The December 2021 release of OneDesk went live on December 17 2021 and includes a ton of new Features.
New ‘Financials’ App (beta)
OneDesk is introducing a new “Financials” app. This app is designed to help you plan and track your costs and income as you work on Projects and Tickets. There is a lot to talk about with this app, so for more detail please read our latest Post on the subject. In the meantime, here are some of the highlights:
- Financial information is now in it’s own app and access is controlled by a permission. Now only those with access can see this information. As such, planned and actual costs have been moved from the tickets, tasks, and projects apps to this new ‘Financials’ app.
- Calculate the Estimated, Planned, Actual and Forecast amounts for your Work, Billable Amounts, and Costs.
- Easily take the difference of any 2 columns to calculate estimated profit, cost overruns and more; both at the planning stage and for ongoing work.
- Select the method you want to use to calculate your Billing amounts and Costs. For example you can choose to calculate your Billable Amounts or Costs based on.
- A flat rate, per-hour rate, or minimum retainer + overage hours
- Set rates for individual projects, project types, item-types, team hours, user-hours, per-customer and more.
- We are actively working on improving this app, so if your billing or costing scenario is not covered by these options, please let us know.
Archiving Tickets
By popular demand you can now archive and auto-archive your tickets (or tasks) individually. When you archive a ticket it is moved to a new “archival” project which is versioned by year. You can easily un-archive the ticket from there.
You can also choose to auto-archive old tickets that have not been updated for a while. You can easily do this using a new workflow automation action “archive items”.
Time-Tracking – Down to the Minute
If you would like to track work performed on tickets and tasks, down to the minute, that is now possible.
Now when you enter timesheets or run timers you can enter the days, hours, and minutes you spent, and also specify the start and finish times to the exact minute.
Recovering Deleted Tickets and Tasks
If you have ever deleted a ticket or task by accident, this is for you. Now when you delete an item it is instead archived for 1 week after which it is permanently deleted. Recover it the same way you would an archived item by going to the archive and restoring it.
New Importing Options
OneDesk has always allowed you to import many things, but we have made it even better.
- We have centralized importation of all things into one tool (found in the ‘Tools’ menu)
- From there you can import tickets, tasks, projects, portfolios, users, teams and customers
- You must be an Admin to Import
Improvements to On-Premise Installer (beta)
The next update to our on-premise version is now available. This includes dozens of improvements to the installation process, bug fixes, and a beta release of our Cloud-to-on-premise migration capability.
If you are a cloud customer and are interested in migrating to on-premise, please get in touch to learn about the process. While the pricing for the on-premise version is the same, on-premise licensing does require updating your license to at least 1-year from the migration date (we will pro-rate any remaining time you have on your cloud license).
Ability to Turn Off Some External Services
OneDesk now offers the ability to turn on/off certain external services, such as the public API, portal API, Integration Services, Messenger, and Mobile. If this is a requirement for your account please let us know, and we can assist with the configuration.
Other Enhancements and Improvements
- Filter by: Source is ‘Webform’
- New Charts for: Actual Work per Customer Organization and Actual Work per Project
- Bulgarian Translation
- Admin does not need to join a project to see its timesheets, just “show all projects”
- New Column for Actual Billable Work in Timesheets App.
- Auto-scroll to the last message in item detail panel
Over 160 bug fixes and improvements