May 30th, 2025

Neue Funktion

Verbesserungen

Behoben

Dashboard

Rounding to the Nearest 5 Rappen, Support for Additional Banks, and Bug Fixes

Rounding to the Nearest 5 Rappen 🇨🇭

Rounding to the nearest 5 Rappen is a commercial rounding method applied to amounts, as 1- and 2-Rappen coins are no longer in circulation in Switzerland.

  • The general invoice settings now include the option “Enable rounding to the nearest 5 Rappen” – but only if the company country is set to “Switzerland”.

  • When rounding is enabled, the total amount in quotes, order confirmations, orders, invoices, and credit notes is adjusted according to Swiss legal rounding rules. The rounding is applied exclusively to the final totals and does not affect individual line items.

Improvements ♻️

  • Support for additional banks
    Banks that do not provide an IBAN in transactions via our interface partner (e.g., Commerzbank or TARGOBANK) are now properly supported.

Note: Without an IBAN, automatic matching to customers in PlanD is not possible. Therefore, no smart suggestions for invoice matching are shown for these banks.

  • Outstanding invoice amount for cancelled invoices
    The outstanding amount is now automatically set to 0 – as with credit notes – as soon as an invoice is cancelled.

  • Payroll export optimization
    In the detailed payroll export, the employee's name and personnel number are now displayed at the top right of the table.

Bug Fixes 🐞

  • Searching for employees in the shift planner now works as expected again. All filters also behave correctly.

  • In the invoice list, the correct due date is now displayed for older drafts.

  • Multiple invoices can once again reliably be marked as paid via QuickActions.

  • If no booking account is set for early payment discounts, a separate (empty) discount line is now still generated in the DATEV export.

  • Bulk changes in the product list no longer unintentionally affect prices and VAT rates. These remain correctly set for each product.

  • For cancellation invoices, the sign of individual items is now correctly reversed and no longer incorrectly shown as negative.