Display PO and Expense information in Expense wizard
Users want to see more details about the expense activity, PO, suppliers and booked expenses, when adding new expenses. So that they can check and validate the expenses while adding them.
Display spending exceedance in Work in Progress Report
Users want to see the spending exceedance amount on activities in there work in progress report as a column
Dynamically adding rows in invoices and estimates
You can easily add new activity rows in the middle of your invoice or estimate. So you don’t have to drag & drop that much anymore. Easy and simple.
Quantity for expense activity
Set an amount for units and rate for expense activities. It's useful to be able to register units and price per unit to check incoming expenses or to be copied to estimates or invoices.
Set email address for Rodeo product invoice
As an admin user I want Rodeo to send the subscription invoice to the financial department and not to my personal email address.
Layout option on Invoices
From now on it is possible to generate an invoice pdf with the totals only. So you can hide the units/hours and rate/price fields. Manage your invoice pdf view in just one click by selecting the desired option from the drop-down menu (above left).
Initial budget vs working budget
You can now use the existing budget in the project as a “working budget”. You have the option to set an initial budget that has been agreed on by approving an estimate. During the project you can adjust the budget and leave the initial budget the same to keep track of differences.
Markup % on expense activity
It’s now possible to enter a markup % on an expense activity in the project budget. Adjusting selling price can be done by editing selling price, markup % will be adjusted accordingly or vice versa.
Display remaining PO Amount and Expenses activities
Find more information related to PO’s and expenses on the expense activity. Know how much expenses still to expect.
Choosing the language on the pdf
Select a document language for each individual contact. All estimates, PO’s and Invoices will be generated in the set language for this contact.
User schedule over time update
As a project manager you can now maintain different user schedules, taking the past and future changes into account. On your profile you can add a new schedule. This is linked to your time, dashboard, planner, employee productivity report.
Improve description for activity on budget
Updated design for description lines in budget activities. You can unfold the activity line and add a description.
Dates culum for activities in budget
A Project Manager wants to set and display dates in the dedicated column in budget to plan directly the timeframe of the activity. This is connected to your planner were you can assingn a task to the team member
Layout options on estimate
For now on its possible to generate an estimate with VAT. Another available options are: display the activities and rates or the activities only. If you click at the drop-down (left above) you can select the right one. Manage your estimate pdf view in just one click by selecting the desired option from the drop-down menu (above left).
Dynamically adding rows
You can easily add a new activity row in the middle of your budget phase. So you don’t have to drag & drop that much anymore. Easy and simple.
Description on estimate and invoice lines
Now you can copy description text for the activity into you estimate and invoice. It is also possible to add a description to your activity directly from your estimate or invoice page and it will be displayed on your PDF.
Pdf layout update for estimate invoice en PO's
We have trimmed the formatting and style of our pdf invoices, POs and estimates. Enjoy the new clean design.
Drag & Drop Phases
If you want to change the order of the phases, from now on it is possible to rag and drop the phases tot the spot you like.
Now, you will see three KPI fields:
- Hours tracked VS time budget. So, you know if you are still on track.
- Expenses tracked VS expenses budget. Do you have already on overspent on an activity or are we still good?
- Total invoiced VS “selling for”. Indicator of how much money can be invoiced. What is more, we make is visual by the progress bar.
Overspent amont per phase
In the phase header you will see the overspent amount for the whole phase. In one glance you fully control the phase.
Check how the hours are tracked on a project. For your convenience we have two filters to view the hours tracked by activities or people.
From now on you can schedule generation of recurring invoices in Rodeo. Choose whether the invoice is sent by the system automatically or is created in the draft mode for you to send it manually. Schedule to generate the invoices weekly, monthly, quarterly or annually.
It was already possible to book your expenses in Rodeo. In addition to that the app generates a UBL file. This file is sent with your PDF to your accounting software and can make an automatic pre-booking there.
Import of client data
Coming from a different system? With our .csv file it’s possible to integrate all you’re client data in once.
UBL with invoice pdf
If you are sending an invoice, a UBL file is automatically added. This allows the linked accountancy software to take over the invoice details automatically. So you don’t have to fill in your invoice information manually ever again.
In two clicks you can export your invoices to Excel or CSV. This file will contain all the information of all the invoices.
In two clicks you can make an export to Excel or CSV. This document will contain all the information of all the expenses.
Got a new project that is exactly the same as the one before? Copy that project! All the phases and activities will be copied. You only have to change the project name and client.
Add attachments to email
Add an attachment to your email to the client together with the invoice or estimate. This could be your creative proposal, terms and conditions or whatever you want. The maximum size of attachment is 10mb.
Add mulitple email addresses
Sending invoices and estimates from Rodeo to more than one contact person is available now.
Resource planner and task management (labs)
Now, it’s easy to plan your budgeted hours. Simply create a task for the resource and plan your whole project.
Create your own task
In Rodeo all type of users can create tasks. A full user can add tasks for everyone on every project. As a creative you can only create your own tasks for the project were you are a member of the team. All the tasks will be displayed on your dashboard and you can track time on them directly from it.
Dashboard displays your assigned tasks. Track time directly on a specific task and project.
Find overdue invoices in a column on your dashboard. Click on the red icon to send an invoice reminder.
Phase/Groups for budget
Divide project into phases/group. Select status pre group to define what features can be used for the related activities.
If you “open” the estimate you have the option to download it or to send it from Rodeo. When sent an activity note is created on the project timeline, to see your project activities. (Same counts for finalised invoice and opened PO)
Mobile time tracking
Track time on your mobile phone. Simply type the app address into the web browser on your phone, log in and track the time on your tasks!