VOGSY has price lists!

Are you struggling to manage customer-specific or region-specific pricing in VOGSY? With our latest release, we’ve made it easier than ever.

You can now create price lists in the back office and assign them to individual customers. The sales rates from these price lists will be automatically applied when setting up projects for the applicable customer.

How does it work?

It’s simple! First, set up price lists in the back office using the 'Price Lists' feature. Once your price lists are configured, you can associate them with one or more customers by editing the customer and selecting the appropriate price list in the customer form. When an activity is calculated for a project linked to a customer with an assigned price list, the sales rate from that price list will be used as the default.

Good to know:

• Price lists include activity sales rates for specific periods. You can easily extend a period using the ‘Extend Period’ button, with the option to index rates using the ‘Index Rates’ button.
• Sales rates from a price list can still be overridden in the activity's calculation line.
• Changes to price lists won’t affect existing sales rates in project calculations; they only apply to new calculations.
• When duplicating a deliverable, the price list will determine the sales rates for the new deliverable based on its start date.

We've also improved time & material invoicing. Now, if a project’s invoice is issued in a different currency, you can assign sales rates for the calculated activities in the invoice's currency (1), ensuring accurate and consistent billing. Additionally, VOGSY displays the sales rate amount in the base or local currency (2) for a comprehensive overview.

 

Opportunity bookings are here!

Managing opportunities effectively is a cornerstone of a successful Quote to Cash cycle. That's why we're excited to introduce our new feature: opportunity bookings.

Bookings offer a straightforward solution to the challenging task of resource allocation. They provide a clear overview of resource demands for each opportunity, simplifying the process from lead to project.

Here's how it works: bookings involve two simple phases. First, you define potential activities and resource needs, called demand lines. Then, as opportunities progress, you fill these demand lines with the right resources.

So, why are bookings such a big deal? They give sales and account managers, and others, valuable insights into future resource requirements, helping them plan ahead and make informed decisions. With bookings, you can easily spot resource gaps, predict workforce needs, and identify skill shortages early on.

What's more, bookings streamline future project planning by setting up project conditions in advance. By accurately forecasting resource needs, bookings help you minimize bench time and make the most of your workforce, leading to better financial outcomes for your company.

Stay ahead of the game with VOGSY and bookings – your key to efficient operations and project success.

Release notes for March through May 2024

Hey there, VOGSY users! We're excited to share with you some of the new features and enhancements that we've been working on for the past couple months. These updates are designed to make your work easier, faster and more enjoyable. Here are the complete list of improvements:

• You can extend any existing project from an opportunity, even if it wasn't initially associated with the organization of the won opportunity.
• When generating planned hours on the Resource planning page, you can now let VOGSY determine the finish date of the activity based on the remaining hours and the availability of the resource.
• You can now change the sorting order of the deliverables visible in both the project view and on the invoice.
• We have added new filters to the following billability charts:
• Billability per employee
  
• Billability per month
  
• Billability per company/department
• The actual sales amount of a fixed price deliverable is now calculated using the fixed price amount of the deliverable.
• When the cost rate of an employee changes, the new cost rate is now used for forecasting future costs, which are determined by the employee’s planned hours. The new rate also affects the margin forecast of the related project(s).
• You can now configure how many people must approve an expense.
• It is now possible to sync the expected start and expected finish dates of an opportunity to HubSpot or Zoho, if you add custom fields to HubSpot/Zoho with the correct field names.
• You can now pin custom charts to boards that you can be share with your coworkers.
• You can now filter the Expenses report to display data for a specific date period.
• There is now an expenses section on a deliverable’s Budget drill-down panel that displays additional details about the expenses that are associated with the deliverable.
• You can now override an employee’s default holiday schedule, which is based on his department, and switch it to any holiday schedule that is available on the Holidays settings page.
• Projects now display Calculated, Actual, and Forecasted totals on the Margins drill-down panel, as well as the average sales rate and the average cost rate.
• You can now archive expense types that you no longer use. They will not be deleted and can be restored later, if you choose.
• When approved hours are added to a draft invoice, you can now adjust those hours by excluding all of them, or designating a portion of the hours to be carried over to the next invoice.
• It is now possible to configure whether the XML file should be included when emailing a customer a PDF invoice.

For more information, see March through May 2024 release notes.

We're improving the resource planning!

VOGSY's development team is actively enhancing the resource planning feature, enabling users to allocate resources to opportunities without the necessity of creating a project.

In anticipation of these changes, the colors of the drill-down have already been updated:

Lines marked with "1" represent planned hours on a confirmed project, while those marked with "2" indicate soft bookings. Soft bookings represents hours planned on a project that is not yet confirmed and is associated to a pending opportunity.

Keep an eye out for the release notes, as we will soon unveil the remaining enhancements related to opportunity planning!

Release notes for January and February 2024

Hey there, VOGSY users! We're excited to share with you some of the new features and enhancements that we've been working on for the past couple months. These updates are designed to make your work easier, faster and more enjoyable. Here are some of the highlights:

• We created a report called Revenue actual and forecast that shows the revenue over previous, current, and future months for every opportunity and project. When refreshing the data, you can choose whether to display the pipeline with weighted revenue forecast data or unweighted revenue forecast data.
• We change the name of the Skill Level column to Seniority on the Time Entries report.
• We have improved the logic used to send reminder emails regarding overdue invoices.
• We have tweaked the Project List View so that each project card now displays the project number.
• If an expense has a description, that description now shows on the invoice when you're invoicing expenses via the project to your clients.

For more information, see January - February 2024 release notes.

"To foresee is to govern"

VOGSY introduces a groundbreaking feature for your projects: the margin forecast. By analyzing planned hours and remaining budget amounts, VOGSY can accurately determine future costs and sales amounts, providing you with a realistic and actionable calculation (the margin forecast) that can provide deep insight into your project's financial health!

Explore all the details of this feature here.

Release notes for September through December 2023

Hi there, VOGSY users! We're excited to share with you some of the new features and enhancements that we've been working on for the past couple months. These updates are designed to make your work easier, faster and more enjoyable. Here are some of the highlights:

• Subscription deliverables no longer require Finish dates, meaning if you offer a service that has no predefined time limit, you no longer need to periodically extend the Finish date of your deliverable.
• Two new layouts for search views: List view, which, because of its compact layout, allows you to view more information; and Kanban view, which is only available for opportunities and allows you to track their progress.
• Other updates to expenses, currency selection, deliverables templates, and accounting integrations.

For more information, see September - December 2023 release notes.

Introducing VOGSY's Enhanced Search Views: More Layouts for Better Workflow Management

At VOGSY, we are committed to providing you with an efficient and user-friendly experience. We've listened to your feedback and are excited to announce a new improvement to our search pages. Whether you're managing people, organizations, opportunities, or projects, you'll find these updates designed to streamline your workflow.

Every search page now features at least two layout options: the original Card view and the new List view.

We understand that managing opportunities often require a more nuanced approach, which is why we've introduced an exclusive feature to the Opportunity search page—the Kanban view with a drag and drop option.

We're thrilled to roll out this improvement and are confident that the new layout options will enhance your VOGSY experience For more information about these improvements, see Search pages.

And stay tuned for more updates and improvements. We're committed to making VOGSY your go-to platform for efficient and effective workflow management.

Happy organizing! 

Release notes for July through August 2023

Hi there, VOGSY users! We're excited to share with you some of the new features and enhancements that we've been working on for the past couple months. These updates are designed to make your work easier, faster and more enjoyable. Here are some of the highlights:

• Move time from one deliverable to another. With the latest update, VOGSY introduces the ability to move time from one deliverable to another within a project. This feature allows you to efficiently manage project progress and budget allocation when commercial agreements with clients are not yet finalized or when specific project parts need to be tracked separately with their own purchase orders (POs). 
• Invite non-employees/guests to sign-in to VOGSY. You can now invite your contract employees (and other non-employees) to join your VOGSY environment using their own email address of choice.
• Subscription finish dates are now optional. With the Subscription invoicing method, you can now make the finish date of the associated deliverable optional, which is ideal for non-time-limited service agreements.
• Xero integration improvement. Now when VOGSY syncs an AP record to Xero, it also syncs the associated supplier invoice to Xero.

For more information, see July - August 2023 release notes.

Release notes for April through June 2023

Hi there, VOGSY users! We're excited to share with you some of the new features and enhancements that we've been working on for the past three months. These updates are designed to make your work easier, faster and more enjoyable. Here are some of the highlights:

- Label management system: You can now create and assign labels to your VOGSY records, such as organizations, projects, opportunities, activities and invoices. Labels help you categorize, filter, and search for your records more easily. You can also use labels to track the status, priority, or progress of your records.

- UI improvements: We've improved the look and feel of the screens that you use to allocate resources to your projects and activities.

- Email template translation: You can now translate your email templates into different languages, so you can communicate with your clients and prospects in their preferred language. You can also customize the subject line and body of your emails to suit your needs.

- Invoice tracking screen: Organization and project pages now have a pop-out screen that displays all of the invoices associated with the organization or project. You can see the status, amount, due date and payment date of each invoice.

- Invoice reminders: You can now set up automatic notifications to selected staff members, who in turn can send reminder emails to appropriate customers, before or after the due date of your invoices. This helps you collect payments faster and reduce the risk of late or missed payments. You can also customize the frequency, content, and recipients of your reminders.

- Report updates: We've made various updates to our reports so that you can get more insights into your business' performance.

These are just some of the improvements that we've made to VOGSY in these last few months. For more details, please check out our release notes. We hope you enjoy these updates and we look forward to hearing your feedback. As always, thank you for using VOGSY!

Get your invoices paid

Experience the enhanced project and customer views now, with the added convenience of displaying an invoice summary!

With this latest enhancement, VOGSY offers comprehensive invoice information categorized by customer and project, along with timely alerts for overdue invoices. The fully customizable invoice reminders empower designated staff to send reminders effortlessly with just a single click.

This feature must be activated and designated staff must be selected. To learn how to activate it, see Set up invoice reminders.

  

Slice and dice your data!

We are thrilled to announce the release of a powerful new feature that enables users to efficiently categorize and filter data. With this latest update, you can now label your Persons, Organizations, Opportunities, and Projects, allowing for enhanced data analysis.

By enabling you to categorize and filter your data, this feature provides you with valuable insights and perspectives from different angles. You can explore your data, gaining deeper understanding and see patterns and trends. 

To learn more about this exciting feature, check out this topic in our Help Center.

Invite external lite users to VOGSY

We are delighted to introduce a new feature in VOGSY that enables external lite users, such as contractors, to access VOGSY to collaborate on projects or tasks using their existing email address. This feature eliminates the need for a dedicated domain account, making teaming up with external users seamless and hassle-free for both parties.

You can learn more about this feature in our Help Center and start inviting your external users to VOGSY today!

Improved budgeting and resourcing

We are pleased to announce that we have made significant improvements to the user interface for viewing calculations as well as for managing activities and costs and allocating resources to deliverables. With these updates, you'll now have access to more information, including:

• Totals for all calculated activities and calculated costs.
• Allocations of resources along with the number of hours allocated.

In addition to these improvements, we have also streamlined the allocation flow to make it easier to select one or more resources. We believe that these improvements will significantly heighten your experience by helping you set up your projects more efficiently.

Release notes for January through March 2023

Here are the improvements for the first quarter of 2023:

• New software integrations: Zoho and Sage.
• A landing page for the documentation with helpful category cards.
• Improved onboarding system
• A new client approval option
• Improved the Financial transactions report
• You can now start your subscription invoicing on any day of the month.
• You can now configure VOGSY to prefill an employee’s current timesheet with that employee’s planned project tasks.

For more information, see the release notes.

E-mail notifications

We recently learned that some users were not receiving email notifications from VOGSY, even though they had configured VOGSY to send them. The purpose of this post is to alert our users that we recently updated VOGSY to fix this issue.

For those of you who do not want to receive email notifications from VOGSY, you can easily mute them from the Notifications settings view. To learn more about VOGSY notifications, check out our topic on the subject in the Help Center.

Release notes for September and October 2022

Here are the improvements for the past couple months:

• VOGSY has released another awesome integration: You can now collaborate with your customers via Trello!
• We have also refreshed the layout and design of the documentation and switched our search platform to Google, which provides full-page search results.
• You can now close deliverables!
• Timesheets and notes are more closely integrated.
• We have made several updates to Planning.
• We have also updated two reports.

For more details, see the release notes.

Release notes for May through August

Here are the improvements for the past couple months:

• VOGSY is now fully integrated with Microsoft Office 365. (May 2022)
• We have made deleting VOGSY objects such as projects and deliverables easier. (May 2022)
• You can now choose an alternate purchase invoice approver for cases in which the original approver is not available.  (June 2022)
• You now have the ability, when adding a customer to VOGSY, to indicate that person’s job title. (June 2022)
• You now have the ability to add additional phone number or email address fields when creating a person in VOGSY. (July 2022)
• We added a new column to the Project invoices report. (July 2022)
• You can now specify a sales rate for a specific resource, instead of using the activity’s default sales rate. (August 2022)

For more details, see the release notes.

Release notes for April 2022

 

Here are the improvements for April:

• The Forward-looking invoicing Report now displays the value of the planned hours for future months for Time & Materials deliverables.
• We created a new report called Planned vs. Actuals that displays the hours planned and submitted per week, per employee, and per activity, as well as the difference between the planned hours and actual hours.
• Your Home feed no longer displays a notification every time a project co-member submits a time entry for manager approval.
• You now have new folder permissions that allow you to restrict access to the folders that VOGSY creates on your shared drive.

For more details, see the release notes.

Release notes for March 2022

 

We have added a few improvements for March:

• A new invoicing option that allows you to generate invoices at the project level
• You can now assign skills to an employee on their settings page that VOGSY will use to make resource recommendations.

For more details, see the release notes.