Release Notes – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Release Notes

11/3/2026

What’s new in 26.02

General

  • Bug fixes for Absence and Timesheet modules, PlanMill API and Release process.

28/1/2026

What’s new in 26.01

Projects

  • It is now possible to define a supplier for projects and limit visibility to projects supplied by own company. Contact PlanMill Customer Care to enable this feature in your instance.

Timesheet

  • The balance is now hidden for users whose calendar does not include a balance. You can define which calendar types have the balance hidden.

19/11/2025

What’s new in 25.15

Integrations

  • Improvements to Fortnox integration.

29/10/2025

What’s new in 25.14

Projects

  • You may now access and maintain related sales order items in task form of a project. Contact PlanMill Customer Care to enable this feature in your instance.

9/10/2025

What’s new in 25.13

Invoicing

  • Revenues can now be filtered by a specific time interval.

Integrations

  • The Fortnox integration now supports the new authentication requirements.

General

  • Bug fixes for the Sales Order and Report modules, as well as the PlanMill API.

20/8/2025

What’s new in 25.12

Sales orders

  • Sales order currencies are now converted in real time.

12/8/2025

What’s new in 25.11

Sales orders

  • You can now group Sales Order items by Product Group in the Sales Order form. The item table supports collapsing and expanding these groups, making it easier to manage and navigate large orders. Contact PlanMill Customer Care for a demo or to enable this feature in your instance.
  • It is now possible to configure the project manager to be automatically assigned to all tasks generated from a sales order.

Time reporting

  • It is now possible to enable the creation of new sales order items directly from the timesheet.

Scheduled tasks

  • It is now possible to define a break for scheduled tasks during specific hours of the day.

Reports

  • The Revenue Item Preparation report can now be filtered by supplier.

General

  • Bug fixes for the Fortnox integration and the Currency module.

10/6/2025

What’s new in 25.10

Invoices

  • It is now possible to define price of a product with per month unit (such as pcs/month) to be dependent on the invoice period. Contact PlanMill Customer Care for a demo or to enable this feature in your instance.

Projects

  • A new automatic assignment option limited to tasks without parent tasks is now available.

28/5/2025

What’s new in 25.09

Sales orders

  • It is now possible to inherit selling prices of products from product groups. Contact PlanMill Customer Care for a demo or to enable this feature in your instance.

21/5/2025

What’s new in 25.08

Invoices

  • It is now possible to print simplified invoices with less detailed product information by grouping products. Contact PlanMill Customer Care for a demo or to enable this feature in your instance.

Sales orders

  • You can now group Sales Order items by Product Group in the Sales Order Summary. The item table supports collapsing and expanding these groups, making it easier to manage and navigate large orders. Contact PlanMill Customer Care for a demo or to enable this feature in your instance.

14/5/2025

What’s new in 25.07

General

  • It is now possible to include location information in PlanMill projects, sales orders, opportunities and invoice positions. Contact PlanMill Customer Care for a demo or to enable this feature in your instance.

7/5/2025

What’s new in 25.06

Sales orders

  • It is now possible to print simplified sales orders with less detailed product information by grouping products. Contact PlanMill Customer Care for a demo or to enable this feature in your instance.

8/4/2025

What’s new in 25.05

General

  • Minor bugfixes for PlanMill languages and Pricebook module.

26/3/2025

What’s new in 25.04

Projects

  • List of assignments has now a column for parent task, and passive users are marked.

Opportunities

  • Opportunity table and cards may now be filtered by priority.

Reports

  • The following reports are now supporting filtering by cost center:
    • Invoices by salesperson
    • Invoicing monthly summary by customer
    • Revenues monthly summary by product
    • Account profitability by month

API (developers)

  • New API endpoint /timereports/{timereport_id}/invoiceposition/{invoiceposition_id}/invoiced for attaching timereports to arbitrary invoiceposition, and setting them invoiced.

26/2/2025

What’s new in 25.03

API (developers)

  • We’re excited to provide a free, open-source example application that demonstrates how to use our OAuth 2.0 authentication. Have a look at its repository. It shows how developers can authenticate with our OAuth 2.0 service and make API calls to our endpoints seamlessly using our public OAuth 2.0 npm library.
    What’s Inside?
    • OAuth 2.0 Authentication: A working example of how to authenticate with our API using OAuth 2.0.
    • API Calls: Once authenticated, the app shows how to interact with our API endpoints.
    • Public OAuth 2.0 npm Library: Built using our newly released OAuth 2.0 npm library, now available for use in your own projects.

    You may grab the library for your own projects. Getting started with developing PlanMill applications has never been this easy!

Sales orders

  • It is now possible to attach sales order item to a task in any level of the task hierarchy.

29/1/2025

What’s new in 25.02

PlanMill Multi-Company Cloud

  • It is now possible to limit to visibility in projects, sales orders and revenues lists to own company objects.

8/1/2025

What’s new in 25.01

API (developers)

  • New API endpoint /timereports/{timereport_id}/invoiced for setting timereports invoiced.

18/12/2024

What’s new in 24.13

Invoicing and Accounting

  • PlanMill now supports a separate invoice number range for credit notes, which is a legal requirement in some countries. Contact PlanMill customer care to enable in your instance.

Opportunities

  • Supplier management is now optionally available in Opportunities -module to assist your pre-sales processes. Contact PlanMill customer care to enable in your instance.

11/12/2024

What’s new in 24.12

General

  • Major maintenance update and a bugfix for the user interface.

13/11/2024

What’s new in 24.11

Team resourcing

  • New Team resourcing module provides a completely new way to schedule tasks with a convenient calendar interface and a drag and drop support. Contact PlanMill customer care for a demonstration.

Languages

  • PlanMill interface has now been fully translated into Swedish and Norwegian. Contact PlanMill customer care to switch on new language options.

Exports

  • Besides PDF, you may now export RTF files from almost anywhere in PlanMill, and design your own templates with placeholders. Contact PlanMill customer care for a demonstration of exporting opportunities or sales orders to RTF templates.

8/10/2024

What’s new in 24.10

Contracts

  • It is now possible to create contracts without a customer contact person. Contact administration to switch on this option.

Reports

  • Account profitability by month -report has now a Cost center filter, and new columns Hour price (sales margin divided by hours) and Owner. Wage margin-column has been renamed as Profit.

25/09/2024

What’s new in 24.09

Sales orders

  • There is now an option to allow editing of expired and completely invoiced sales order items. Contact administration to switch on this option.
  • It is now possible to create a new project for a sales order without a project directly from the sales order.

Invoicing

  • It is now possible to adjust how many decimals are visible in the amount of the invoice items. Contact administration for adjustment.

API (developers)

  • A new “modified”-field has been added to request API.

13/08/2024

What’s new in 24.08

User experience

  • Speedup improvements in absences module.

General

  • Minor bugfixes in Sales order and Request modules and /users API endpoint.

08/07/2024

What’s new in 24.07

Sales orders

  • You may now administer Hansel agreement as a separate DPS contract in sales orders.

API (developers)

  • PlanMill API has now a new endpoint /capacitycalendars/publicholidays to read a listing of public holidays for different capacitycalendars.

General

  • Updates for user interface customizations.
  • Minor bugfix in sales order module.

28/05/2024

What’s new in 24.06

Contacts

  • Contact default language is now set according to country of the account.

API (developers)

  • PlanMill API has now a new endpoint /salesorders/items/volumeprices to read volume prices of sales order items.

07/05/2024

What’s new in 24.05

Sales orders

  • You may now include a DPS number of Hansel agreements in sales orders. The field is also included in the API.
  • There is now an option to define the target effort of a task related to a sales order item explicitly in the latter, instead of inheriting the target effort from the sales order item quantity. Contact administration to switch on this option.

API (developers)

  • PlanMill API now supports posting a new task. You should now include field “parent” when updating tasks via API, “parent” may be another task or project. Unused legacy fields “tempFinish”, “finishOld”, “originalStart”, “originalFinish” and “completenessReminder” have been removed from the task API.

General

  • Updates for user interface customizations.
  • Minor bugfixes for invoice and request modules.

10/04/2024

What’s new in 24.04

General

  • Updates for user interface customizations.

27/03/2024

What’s new in 24.03

Sales orders

  • A new optional feature to automatically create tasks also for selected fixed items. Contact administration to switch this option on.

API (developers)

  • invoices/invoicepositions-endpoint has now created, modified, createdBy and modifiedBy -fields.
  • Support for rowcount- and nextrows -parameters has been added to invoices/invoicepositions and invoices/invoiceitems -endpoints, they will now return only 100 rows unless rowcount-parameter has been defined. invoices/invoiceposition also supports interval filter now.

General

  • Minor bugfixes for /products API endpoint, automated invoicing, Procountor expenses integration and report modules.

27/02/2024

What’s new in 24.02

Expenses

  • A new optional feature to avoid tax on already taxed items in pass through billing. Contact administration to switch this on.

Reports

  • Time reports analysis by Team -report has now a multi-selection filter for teams.

Mail Auto-Capture

  • Mail capture now supports S/MIME signed e-mails.

General

  • Minor bugfixes for report and team modules.

23/01/2024

What’s new in 24.01

API (developers)

  • invoiceitem-field in the timereports-api has been replaced with invoiceposition-field.
  • performerIds-field has been be added to projects/{project_id}/task -endpoint.

General

  • Minor bugfixes for sales order API currency support, finvoice XML VAT codes, project module revenues search and request module.

20/12/2023

What’s new in 23.10

API (developers)

  • New contract and contract item -endpoints now available.

General

  • Invoice PDF is now not opening in browser but it downloads instead, other PDF files open in browser.
  • Speedup improvement for billing rules.

28/11/2023

What’s new in 23.09

Sales orders

  • Sales order form now warns when selecting a project or a contract which doesn’t match current customer.

Reports

  • Annual holiday analysis by person -report now includes filters to select users without vacations and inactive users.

API (developers)

  • New cost center splittings -endpoint under sales orders provides access for sales order item cost centers.
  • Users API now includes externalId-field, which is a more secure way to identify users than social security number.
  • Timereports API now includes created-field.
  • Invoicepositions API now includes salesorder-field.

General

  • PDF and number of other browser-supported filetypes now open in browser, unless browser has a different default behavior.
  • Search strings are now limited to 50 characters for database load optimization purposes.
  • Minor bugfixes for timereports API, invoiceitems API, invoicepositions API and absence modules.

18/10/2023

What’s new in 23.08

Sales orders

  • Cost center splitting is now also supported for time based sales order items.

Absences

  • You may now remove description field from sick leaves in order to avoid accidental sharing of sensitive information. Contact administration to switch on this feature.

API (developers)

  • PlanMill API now supports reading invoiceitems and invoicepositions.
  • Timereports API now includes corresponding invoiceitem, sales order and saleorderitem-fields if they exist.

General

  • Minor bugfixes for sales order, project, report and search modules.

29/08/2023

What’s new in 23.07

Reports

  • New report Sales order items with cost center splits, contact administration to switch it on.
  • Supplier-column added to Time reports analysis by person -report.

Projects

  • Contact mail address -column is now available for project list. You may select or deselect it from column selection.

API (developers)

  • You may now select fields returned by GET-command. Read more from https://github.com/planmill/api/wiki/Content-and-filters.

General

  • Speedup improvements for invoicing and time sheet in high load situations.
  • Bugfixes for project creation wizard, currency calculations, search, absences and contracts modules.

20/06/2023

What’s new in 23.06

Reports

  • New report API Usage Hourly in Detail helps to monitor API usage.
  • Revenues Summary by Month -report has now a cost center filter.

User experience

  • Speedup improvements in reports and project module.

General

  • Bugfixes for corrupted attachment in jobs and in import module.

30/05/2023

What’s new in 23.05

Mail Auto-Capture

  • Mail capture now allows more filetypes.

User experience

  • Speedup improvements in database and absences module.

General

  • Various bugfixes for reports, API and invoice PDF.

25/04/2023

What’s new in 23.04

API (developers)

  • New endpoint /users/socialsecuritynumber to save social security number for users.
  • Upper limit of objects in API batch call may now be adjusted by PlanMill administrators.

Reports

  • More fixes to improve reporting capacity in high load situations.

28/03/2023

What’s new in 23.03

Reports

  • Fixes to improve reporting capacity in high load situations.

User experience

  • Various small fixes for mail notifications, report filters and cost center splitting in reports.

07/03/2023

What’s new in 23.02

Integrations

  • PlanMill Finvoice 3.0 integration is now supporting contract number and order number fields.

User experience

  • Various small bugfixes for API, invoicing and absence module.

07/02/2023

What’s new in 23.01

Login

  • PlanMill login now supports Okta authentication.

Sales management

  • PlanMill opportunities may now support additional fields Purchase and Business unit.

Reports

  • New report Account profitability by month provides a more detailed analysis of account profitability.
  • New Person type -filter and speedup improvements added to Annual holiday analysis by person -report.
  • Sales order items by product -report now includes Automated invoicing -field.

Invoicing

  • Links in timereport descriptions are now clickable in invoices.

User experience

  • Speedup improvements and minor bugfixes for various forms and reports.

29/12/2022

What’s new in 22.13

Mail capture

  • PlanMill mail capture now supports OAUTH2 authentication.

16/11/2022

What’s new in 22.12

API (developers)

  • Bug fix for Oath2 registration tool relating to Firefox and improved form data validation UX.
  • Extension of /companies endpoint to include e-invoice registration and factoring configuration

12/10/2022

What’s new in 22.11

Time reporting

  • Auto save feature for Time sheet (BETA) received improvements to error handling and save status notifications.

Integrations

  • Netvisor Pro now supports two-tiered/category volume pricing.

22/09/2022

What’s new in 22.10

E-Invoicing

  • Validation fix for domestic VAT-exempt cases (VAT Code ‘O’) in Finvoice v3.0 standard to remove Buyer VAT Id from document.

API - Web hooks

  • Updating of Project manager from Team tab has been bound to the existing ‘Project update’ web hook subscription

07/09/2022

What’s new in 22.09

Absences

We have added the new absence types relating to parental leave. The redundant types are still available but have been marked with a date ‘pre 4.9.22’.

  • Parental leave other parent (unpaid), Vanhempainvapaa toinen vanhempi (palkaton)
  • Parental leave other parent (paid), Vanhempainvapaa toinen vanhempi (palkallinen)
  • Parental leave other person (unpaid), Vanhempainvapaa muu henkilö (palkaton)
  • Parental leave other person (paid), Vanhempainvapaa muu henkilö (palkallinen)
  • Pregnancy and parental leave (unpaid), Raskaus- ja vanhempainvapaa (palkaton)
  • Pregnancy and parental leave (paid), Raskaus- ja vanhempainvapaa (palkallinen)

Reports

Small fix to ‘Absences for payroll’ report for a special case of calendar change to a reduced capacity calendar.

API

New endpoints now available for managing companies and their integrations. Require current access rights to company settings.

  • /companies
  • /companies/{id}/integrations

07/07/2022

What’s new in 22.08

Absences

  • Bug fix to ensure substitute Acceptors can access their responsible absences.

16/06/2022

What’s new in 22.07

Invoicing

  • To ensure data integrity, there is now a blocking of credit note generation until the original invoice has been transferred successfully to accounting systems.

User interface

  • Context loading overlay feature is now on by default for all users after an extended Beta phase. The allows summary and forms for most modules to be accessed directly from all lists and reports. Simply close the overlay to return to your list results.

19/05/2022

What’s new in 22.06

Invoicing and integrations

  • Minor fixes for Finvoice 3.0 Vat exempt items, invoice and expense integrations.

12/05/2022

What’s new in 22.05

API

  • New endpoint \companies for separating management of Companies from Accounts.

User interface

  • Improvements to UX relating to the the context loading overlay, improvements to products and services column in Sales order and Opportunities.

21/04/2022

What’s new in 22.04

General

  • New filter in Work Schedules: ‘Account owner’.

API:

  • /invoices GET: XML format now supports invoices sent by e-mail or manually handled.

24/03/2022

What’s new in 22.03

Opportunities:

  • Gross margin calculation is now optionally available in Opportunties to assist your pre-sales processes. Contact PlanMill customer care to enable in your instance.

Reports: Absences for payroll

  • Multiselect added to Absence ‘Type’.

User interface

  • General improvements for Summary quick links.
  • Context loading overlay improved for consistency of theme colours.

10/03/2022

What’s new in 22.02

Reports: Absences for payroll

  • New filter “Period”: Use to easily filter by Current, Last or Next month for example. Last month Default value is this calendar month.
  • New filter “Person type”.
  • Two additional report fields for export only: period start and period finish

Integrations

  • PlanMill Expense Connector for Netvisor has been enhanced to support all sending of non-PDF image attachments (e.g. jpg, png), along with improved error management. This requires upgrading to a new version of the connector managed in Company settings. PlanMill Customer care will contact our customers using the Netvisor connector to arrange the upgrade.

Opportunities

  • New feature ‘Cost estimate’ added as a simplified customer-friendly opportunity PDF to assist your sales process.

Expenses

  • Fix for Set-billable in summary and List view. This feature is now available to replace the need for the update report ‘Expense invoice preparation’.

Sales orders

  • Fix for ‘Create new contact’ from Sales order form when selecting Customer account/contact

User interface

  • General fixes for action button redirects in Context loading overlay.

26/01/2022

What’s new in 22.01

User experience

  • General improvements to loading of summaries and summary page category quick links

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