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What's new in 12.7

Enjoy more streamlined business processes with PlanMill Release 12.7


Comprehensive PlanMill Business Application Suite on the Cloud or On-Premise is now used by over 8,000 professionals in 100+ service companies in 25 countries everyday.

PlanMill Release 12.7 offers new add-ons and several key features and enhancements, as well as addressing known and fixed issues. Download PlanMill Release Note 12.7 

1. PlanMill add-ons

PlanMill Sales Order  - Provide a streamlined way to manage quote-to order-to-bill process. View PlanMill Sales Order DEMO  

PlanMill Sales Order is completely integrated to PlanMill Business Application Suite (BAS) related modules such as Accounts, Contacts, Contracts, Requests, Projects and Products. Available to PlanMill SA and ERP.

Key highlights

  • Maximize invoicing accuracy by integrating all business processes, from quote to order to bill.
  • Eliminate the risk of error with centralized customer records that are shared across the business.
  • Bill customers on a one-time or recurring basis.
  • Manage and automate different payments, whether monthly, quarterly or annually.
  • Manage different customer, billing and shipping related information.


Interested to test drive PlanMill Sales Order for free?

PlanMill Finance Connector for Netvisor  – A new real-time connector integrated with Netvisor’s Cloud (SaaS) based financial system. This scalable and affordable total business management solution is uniquely designed for service business and related small and medium enterprises (SMEs). 

Using the financial connector for Netvisor, all customer information, account sales and sales ledger and bookkeeping related information are automatically available at Netvisor.* This add-on is available to PlanMill SA and ERP.

2. New features


My page

  • User can manage its key personal information including bank account via My page.
  • My competence assessment – Enable self-assessment for employee.*
  • Terminology update (UI) - My page previously known as My settings.


Competences

  • Parent structure - Support for parent structure for competences.
  • Competence assessment – Support for employee related self-assessment.*


Accounts

  • Settings – Combined invoices field added.

Contacts

  • Communication - Support for new social media related URL’s such as Blog, Facebook & Twitter added.
  • Terminology update (UI) - Communication previously known as Other information.


Contracts – Multiple contract item rows can be added in the contract form.

E-invoice - Support for printing service (Itella).

Products

  • Contract period – Support for default contract period by product.
  • Automatic invoice generation – Support for automation generation of revenue items or draft invoices.