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.