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.