Welcome to the release notes for version 26.22!
The highlight of this version is the new key safe module for vehicle key management. Additional features
include MobileDE photo upload, time tracking for work steps, a direct DMS link for signatures, DATEV Lite export, and other improvements.
New features
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Key Safe
A completely new module for managing vehicle keys.
Keys are assigned to vehicles, automatically linked to the internal vehicle ID
, and can be distributed to storage locations. With a locking function,
search option, and compact shelf view, you always maintain an overview
of all keys.v26-22-4
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MobileDE: Photo Upload
Vehicle photos can now be uploaded directly from CATAMA to MobileDE listings.
The branch API settings (Unlimited) support photo synchronization per location.v26-22-1
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Time tracking booked to work steps
Time can now be directly allocated to individual work steps within a job.
This allows for a precise analysis of the time spent on each work step.v26-22-9
-
DMS: Direct link for signatures
The document management system now allows a direct link for a digital
signature to be generated and sent – without having to go through the DMS portal.v26-22-21
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Customer Matchcode
Customers can be assigned a user-defined matchcode to make them
easier to find in searches. This feature can be activated in the settings.v26-22-6
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Dashboard profit filter: By delivery date
The profit analysis in the dashboard can now be filtered by invoice or
delivery date.v26-22-5
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DATEV Lite Export
New simplified DATEV export for customers who only
need a basic export of accounting data. This generates one accounting entry per document.v26-22-16
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Proforma invoice in the contract editor
A pro forma invoice can now
be created directly from within the contract editor.v26-22-15
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Move positions by double-clicking on the position ID
In the document editor, positions can now be quickly moved to a different location by double-clicking the
position ID.v26-22-2
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Branch selection in user settings
Users can now select their default branch directly in their personal
settings. Employees can also be shown the option to change branches even without admin rights (Unlimited).v26-22-16
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Document lock: Revised system
The document locking system has been revised and stabilized.
Locked documents are now more reliably protected against unintentional changes.v26-22-9
-
Repdoc XML import updated
The Repdoc import process for vehicle data has been updated to the current XML format
.v26-22-21
Improvements & Optimizations
- Vehicle modification history: Improved display
- Improved branch-specific headers/footers and template resolution (Unlimited)
- ATP API: Price calculation corrected
- MobileDE Import: Troubleshooting
- MobileDE API: Several stability updates
- KBA Autofill: Activation for existing settings is enabled by default
- PDF design version for offers: Download corrected
- DATEV interface: Several enhancements and fixes
Technical notes
Key safe
The key safe module can be activated in the settings. Keys are
automatically linked to the internal vehicle ID and are
directly accessible via the vehicle file.
DMS Signatures
The DMS signature links are temporary and can be regenerated as needed.
Expired links are recorded in the audit log.