CSI Professional 8.0

Changes in the user interface:

• Old icons have been replaced with new ones
• The default theme of the version 8.0 is the CSI theme (can be changed)
• Some of the links now work with one click only
• Activities, transactions or work time entries can be added using the Quick Jump menu available in the Windows toolbar

New and changed functionalities cover the following:

• Improved critical task functionality, e.g. synchronization to Exchange calendar events
• Possibility to merge private customers
• Assignment type based sales account
• Temporary service restriction for customer or assignment
• Possibility to use invoice date as invoice entry date
• E-mail address of invoice / payment reminder recipient saved in the notes
• Invoice specification sending to Maventa
• E-invoicing or bookkeeping material in Finvoice 2.0 format
• Changes in creation of invoice material
• Payment lists offering information of the invoices with adjustment
• Possibility to convert ”hanging” excess payments to advance payments
• Payment adjustment primarily to reminder fee and delay interest

All changes in the version are listed in the Change Document. We warmly recommend getting familiar with it before updating the version 8.0.