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


What’s new in v18.11


  • Fix in invoice items appendix for billed expenses languages. Expense item types are now printed in correct language of invoice.


  • Various small fixes and improvements.


What’s new in v18.10

Time sheet & Time card

  • Several usability improvements such as new input dialog. Read more


  • Various small fixes and improvements.


What’s new in v18.09

  • Expenses: Fix for Expense calculator (available for Finnish users) for foreign trips to multiple cities within a country with 'exception' daily allowance amounts. E.g. Vyborg, St. Petersburg and Moscow on the same trip.

  • Exports: Reports no longer support the emulated excel format. To export into spreadsheets and other applications simply use the CSV format. With CSV you can now also control the presence of the heading row. Read more


What’s new in v18.08

UI updates (New UI)

  • Data table (list view): Revamped layout with more accessible and personalizable filters section and cleaner look-and-feel. Read more


  • Various small fixes and improvements.


What’s new in v18.04 - 07

Invoicing & printing service (Posti)

  • Project space/documents/attachments: Due to printing limitations PDF version cannot be higher than 1.6.


  • Various small fixes and improvements.


What’s new in v18.01 - 03


  • New report: Revenues monthly summary by product including year, invoice status, product, product group, customer, industry, country and supplier filters.


  • Various small fixes and improvements.


What’s new in v16.6.6

Email address & TLD

  • Added support for longer top-level domains (TLD) in email fields (e.g. .network).


  • Various small fixes and improvements.


What’s new in v16.6.5

Time sheet/Time list

  • Increased the character count from 250 to 512 characters for comment fields on Time sheet and Time list.


  • Various small fixes and improvements.


What’s new in v16.6.4


  • Summary: Absence information is now displayed on summary page title and fields having no value are now hidden on summary page.
  • List View/new column: Added new personalizable Absence ID column.
  • Form/Summary/List View: Renamed Absence type to Type.


  • All ongoing and upcoming absentees: Columns are reordered and Absence ID column is removed.


  • Various small fixes and improvements.


What’s new in v16.6.3

Reports (invoices & revenues)

  • Added Supplier filter to many standards reports like “Revenue quarterly summary by type.


  • Various small fixes and improvements.


What’s new in v16.6.2

UI Updates

  • Summary: Icons column of list view on summary pages have now dynamic visibility depending on the availability of content in those icon columns. For example, Description icon column of Sales Order Items list view on Sales Order summary page will be hidden if none of the items have a description.


  • Various small fixes and improvements.


What’s new in v16.6.1


  • Customer’s e-invoices will no longer contain supplier accounting related information such as cost centers and dimensions. This is to prevent issues with your customers’ own accounting processes.

  • Supplier accounting data will continue to be included for e-invoices which are sent directly to Accounting systems such as eFina, MS Dynamics NAV, NetSuite, Netvisor, Procountor, Talenom Online and Tikon using PlanMill invoice connectors. This applies also all PlanMill Finvoice-based accounting solutions.


What’s new in v16.6.0

Users Calendar Management

  • As a part of our ongoing improvements to Calendar management for users in PlanMill, any currently-in-use calendar can now be set with a ‘Valid from’ date directly at the user.

  • The valid from date allows handling of your employees’ changing work time agreements e.g from Full-time to Part-time then back to Full-time with just the same two calendars. No need to create new person-based calendars anymore for the changeover.

  • This will simplify your HR responsibilities with only a handful of commonly required calendars being applied across all employees.

  • Planning of a person’s changing work time arrangements can now all be done at the User summary view. Simply click ‘Add user calendar’, select the required calendar and provide a valid from date.


  • Hire date is still the most important setting for an employee user’s first calendar. The new ‘valid from’ date is relevant only when your employees’ original work time arrangements change. To assist our HR users in this matter, hire date is now required for all new employees (i.e. all users with capacity-generating calendars).

  • The currently active calendar for an employee will be marked as green in the summary view.

  • No action required for your employees’ current capacity calendars. However, upon request we can assist in the process of reducing the number of active capacity calendars needed for your employee managment.

API 1.5

  • Capacity Calendars: Added API support for user’s capacity calendar management available via endpoint users/{user_id}/capacitycalendars.

Read more:


What’s new in v16.5.9

UI Updates

  • Navigation: Added new feature to expand multiple categories at a time.

Left navigation

  • Forms: Updated in both Classic and new UI: The form now automatically scrolls to the first error after save attempt to make it easier for the user to fill in required information


  • Various small fixes and improvements.


What’s new in v16.5.8

API 1.5

  • Expenses: Added API support for creating, updating and deleting Expenses and Expense items. Also added two new endpoints to update expense status and to add attachments available via endpoint expenses/{expense_id}/status and expenses/{expense_id}/attachments respectively.

Read more:


  • Invoice net operator list: Updated from Enfo Zender Oy to Ropo Capital Oy.


  • Various small fixes and improvements.


What’s new in v16.5.7


  • Various small fixes and improvements.


What’s new in v16.5.6


  • Multiple project spaces: Project information is now part of the url which allows to have multiple projects open on different tabs/windows at the same time. It also allows to share/bookmark links to pages under project space.


  • Various small fixes and improvements.


What’s new in v16.5.5


  • Various small fixes and improvements.


What’s new in v16.5.4

UI updates

Updated in both Classic and new UI:

  • Expand/Collapse Toggle: Expand/Collapse buttons on data tables have been replaced with one toggle button. Expand toggle button
  • User Summary: Better user experience for managing Internal costs and Vacation year information on user summary page.
  • Other small UI improvements.


  • Various fixes and improvements.


What’s new in v16.5.3


  • Various fixes and improvements.


What’s new in v16.5.2

Expense Connectors (new add-ons)

  • New Expense Connector for eFina and NetSuite add-ons available now. PlanMill Expense Connectors will automatically transfer your expense files via SFTP connection to eFina or NetSuite.

  • Requirements: PlanMill Expense Sheet (ERP & PROJECT) and eFina or NetSuite accounting system.
  • Get started: Please contact PlanMill Customer Care.


  • Added support for receipt image attachments such as JPEG, PNG and GIF files in Procountor Expense Connector. Attachments will automatically be included in the PDF copy sent to the Connector.
  • Requirements: PlanMill Expense Sheet and Procountor.

Notifications (in New UI)

  • Enabled Notifications by default to all PlanMill Cloud customers as follows:

    • Requests and tasks: New assignment and comment related notifications (ERP, PSA & PROJECT)
    • Invoicing: Invoices waiting for confirmation notifications (ERP & PSA)
    • Absences: Accepted, rejected and waiting for acceptance related notifications (add-ons).
  • Requirements: New UI

Invoice waiting for confirmation

Read more about new notifications.


What’s new in v16.5.1


  • Invoice Net Operators: Some Swedish e-invoice net operators are now available for e-invoicing. PlanMill’s Nordic operator list is based on Basware’s partner network and it will be expanded in the future. By typing country name (in English), you can see the full list for the country, for example, typing “Fin” you can see the list of operators in Finland.


  • Various small fixes and improvements.


What’s new in v16.5.0

New UI

  • Navigation: Flat navigation menu is now supported which displays the navigation targets in an ungrouped flat formation without icons. The amount of navigation items (twelve, by default) can be configured via a parameter. For configuration, please contact PlanMill Customer Care.

    alt text

  • HTML Editor: Support for resizing images in HTML editor on forms.


  • Fixed summary views and summary PDFs to display the line breaks and special characters correctly
  • Various small fixes and improvements.


What’s new in v16.4.19


  • Printing services: As a part of ongoing improvements to our E-invoicing, the invoice PDF is optimized with a standardized billing address field. The space taken by the shipping address has been reduced to be able to better position the billing address. This way billing address is better visible in a standard window envelope.

Activate E-invoicing Sender Service (add-on)

  • Self-service: For our customers managing multiple organizations in PlanMill, you can activate new My companies for E-invoicing with the activation button in the Account summary. Any newly created My companies are otherwise prevented from sending e-invoices until you explicitly decide to activate them.

UI terminology updates

  • Summary pages & forms: First category name have been harmonized in summaries and forms to be consistent across all modules.
  • Request summary/chart title name update: Request hours split by person > Hours by person
  • Multiple simplifying changes to button labels.
  • Missing finnish language strings have been added to the report Sales stage by pipeline.


  • Various small fixes and improvements.


What’s new in v16.4.18


New (filter): Added support to multi-select dropdown filters.

Enhancements (filter): Added new multi-select filters in the following reports:

  • Sales pipeline by stage: Sales stage, product group and product.
  • Phased revenues monthly summary by customer in detail: Sales account and cost center.
  • Phased revenues monthly summary by customer: Type and cost center.
  • Revenues monthly summary by customer in detail: Type and cost center.
  • Revenues monthly summary by customer: Type and cost center.

Note: New multi-select dropdown has not been implemented automatically to all existing standard and custom reports. If multi-select dropdown is needed to existing reports, please contact PlanMill Customer Care.


  • Various small fixes and improvements.


What’s new in v16.4.17

Sales Orders & price book

  • New feature: Added support to select a price book on the sales order form. Previously price book selections are available on the opportunity and the request form.

Note: Role access rights are required for price books.


  • Various small fixes.


What’s new in v16.4.16

Creation and editing My company accounts is limited

  • My company creation and access is now limited to roles with the access to ‘Edit My Company settings’.

Note: Please contact PlanMill Customer Care, if you have any concerns about your roles access rights.


  • Various small fixes.


What’s new in v16.4.15

Forms (in New UI)

  • Better multirow experience.

Data tables/list views and Reports

  • Enhancement: Added support for compact mode.

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Top bar menu

  • My menu: Easy switching access between Classic and the New UI.

    alt text


  • Time report form: Requests that have been completed for more than a month ago are excluded from the Task/Request selection list.

Expense sheet

  • Form: Project field has now autocomplete functionality.

Sales Orders

  • Form: Added Autcomplete field to the customer contact field.


  • All the actions on User summary that previously opened in a new page now open in a dialog and the buttons are moved from the top bar to the Related category.

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  • Text search capability and View by -filter in Capacity list view has been added.

    alt text


  • Various small fixes.


What’s new in v16.4.14


  • Expense items: To satisfy most common uses, fields in expense items will no longer be cleared when selecting a different expense item type.

Tip: Please take care when updating expense items where ‘Payment’ (method) has been set that it is still appropriate e.g. non-debt, company credit card or advance payment.


  • Invoice summary & set approved: For customers using our draft invoice approval feature, the ‘Set approved’ action is now supported from invoice summary.

Time reporting

  • Time list: The ‘Task’ field in time report form is now required.


What’s new in v16.4.13

Expenses inspection

  • Workflow improvement: Inspection of expenses is now possible outside of project space by a centralized inspection person or team.

Note: A separate configuration is required, please contact PlanMill Customer Care.

Sales process

  • Process improvement: To support the sales process between Opportunities and Sales orders when a Sales order (or quotation) is created or its status is changed then the Opportunity which is linked to the Sales order will be automatically updated to the appropriate sales stage, status and probability.

Tip: Sales order ‘quoted’ will update the Opportunity to stage ‘quoted’ and probability ‘75%’. This ensures that opportunities are consistent with the sales pipeline when activities transfer to Sales order.


  • Summary page: New action ‘Convert to Quote/Order’ is now available in Opportunity summary to assist this sales workflow.


What’s new in v16.4.12

Business unit

  • For larger operations, new ‘Business unit’ dimension is now available to manage your business across Opportunities, Sales order and Projects.

Note: A separate activation is required, please contact PlanMill Customer Care. Reports and filtering based on ‘Business unit’ will continue to be developed.

New Invoice notification (new UI)

  • Waiting for confirmation: Notify performer when an invoice is waiting for confirmation.

Invoice waiting for confirmation

Read more about new notifications.


What’s new in v16.4.11


  • PlanMill E-invoice Sender Service activation: To allow better management of invoicing processes for multi-companies, E-invoicing activation is now required for new my companies that use PlanMill E-invoice Sender Service. This also applies to other solutions which are configured to defer invoice delivery to the 3rd-party accounting applications e.g. Procountor.
  • For non-activated suppliers, invoice confirmation will now change the invoice channel automatically from Printing service or E-invoice to Manual handling along with a warning notification to the user.

UI terminology updates

All languages:

  • Reports
    • Invoicing monthly summary by customer (Kuukausilaskutus asiakkaittain) > Invoicing by customer / sales account / month (Laskutus asiakkaittain / myyntili / kk)
    • Invoicing monthly summary by sales account (Kuukausilaskutus myyntitileittäin) > Invoicing by sales account / customer / month (Laskutus myyntitileittäin / asiakas / kk)
  • Multiple changes to category headers in summaries for streamlined appearance and consistency between summaries
    • E.g. Project information (Projekti-informaatio) > General information (Perustiedot)
    • Execution projects, latest (Käynnissä olevat projektit) > Projects, execution (Projektit, käynnissä)
  • Changes to indicator names in summaries

Portfolio summary

New column Reported to the following tables:

  • Billable projects, execution
  • Non-billable projects, execution


What’s new in v16.4.10


  • New cross-module report ‘Sales Pipeline by Stage’ includes Opportunities, Quotations and Sales orders. The report includes Opportunity item-based values and Sales order backlog for orders that are related to Opportunities. The report enables business managers an overview of the complete sales process across stages.


  • When new project is created from sales order, then project’s billing type will be based on sales order items’ billing types.

Tip: If any time based or volume priced item is found then project billing type will be “time based”. Project billing type won’t be changed if editing sales order and adding/editing/changing sales order item(s).


What’s new in v16.4.9

UI updates

Updated in both Classic and new UI:

  • Timer: Now opens in its own dialog window for easier access.
  • In the new UI, the Timer control is moved to the top bar from where the elapsed time can also be seen.
  • Read more about Timer.

New UI:

  • Few style improvements and fixes.

Capacity calendar

  • Fixed balance issue experienced by users having two calendars with differing ‘exception’ days (e.g. changing from Finnish to Swedish calendar) so that correct calendar’s exception is used. Note that as always, each calendar must have it’s own exception days imported to it. Any calendars that were missing exception days have now been updated automatically to preserve the same behaviour after this fix.


What’s new in v16.4.8

UI updates

Updated in both Classic and new UI:

  • Merged Country/Billing country/Shipping country fields in Address field on summary pages.
  • Time card: Hours can be reported on Time card without a separator as, for example, ‘0830’. Hit ‘Enter’ key afterwards. System will automatically convert it with a separator as ‘08:30’.

Time card

New UI:

  • Time sheet: Improved density of compact view.
  • Dialog: Fixed dialogs opening too small, for example, mail dialogs.
  • Few other style improvements and fixes.

Actions import

  • Added support to import Actions in PlanMill.


What’s new in v16.4.7

API 1.5

  • Fixed sorting of API endpoint /tasks.
  • Introduced better OAuth2 error responses.

UI terminology updates

All languages:

  • Abbreviating day, week and month texts in different select fields.
  • Tooltips: Updated a several tooltips at Accounts, Opportunities and Sales Orders.

In English:

  • My page: UI select field name and values changed in My page.
  • Opportunities (category/form & summary page)
    • Opportunity items > Products and services
    • Total values > Revenue and TCV forecasts
  • Sales orders (category/form & summary page)
    • Order items > Products and services
    • Total values > Revenue and TCV forecasts
  • New [module name] > Create new

In Finnish:

  • Kulukortti > Matka- ja kululaskut (navigaatio)
  • Myyntimahdollisuus (lomake & yhteenvetosivu)
    • Myyntimahdollisuusrivit > Tuotteet ja palvelut (kategoria)
      • Rivi > Tuote (sarakeotsikko)
      • KPL > Määrä (sarakeotsikko)
    • Myyntimahdollisuuden tuottoarvot > Tuottoennusteet (kategoria/yhteenvetosivu)
    • Linkitetty > Liittyy
  • Myyntitilaus (lomake & yhteenvetosivu)
    • Myyntitilausrivit > Tuotteet ja palvelut (kategoria)
      • KPL > Määrä (sarakeotsikko)
    • Myyntitilauksen tuottoarvot > Tuottoennusteet (kategoria/yhteenvetosivu)
    • Linkitetty > Liittyy
  • Uusi [moduulin nimi] > Luo uusi
  • Mittarit:
    • Osuus > Osuus %
    • Muutos (MRÄ) / Muutos (Yhteensä) > Muutos %


What’s new in v16.4.6


  • Expense that only includes non-debt item(s) can be set “Paid” without sending it to accounting system (Netvisor or Procountor).

Sales Orders: Invoicing period of Sales Order Item

  • Fine-tuned existing invoicing period options “1 week postpaid” and “2 weeks postpaid” so that invoicing period can be matched with calendar week(s), if sales order item’s valid from date is Monday.
  • Added new period: “4 weeks postpaid”.


What’s new in v16.4.5

Time calendar (beta)

  • New time picker: Support for less than 30 minute time entries
  • New date picker: Support for moving time entry to another week
  • Added support for locked time periods.

Read more about Time Calendar.

UI terminology updates

Updated UI terminology in both classic and new UI as follows:

In English:

  • Finance Control / Invoice: Customer name - 206780 > Finance Control / Invoice (31.8.2016 / 206780): Customer name

In Finnish:

  • Myyntiprojekti/Mahdollisuus > Myyntimahdollisuus
  • Myyntimahdollisuudet & palvelupyynnöt: Poista valittu > Poista
  • Laskutusjakso: 2 kuukautta (viimeinen päivä) Etukäteen > 2 kk (viim. pv) etukäteen
  • Unapprove draft > Älä hyväksy alustavaa laskua
  • Indikaattorit: Laskut kuukausittain > Laskutus kuukausittain
  • Raportit
    • Kvartaali & vuosineljännes > Neljännes
    • Nettomyynti puolivuosittain tileittäin > Laskutus puolivuosittain tileittäin
    • Myynnit vuosineljänneksittäin per myyntitili > Laskutus neljänneksittäin per myyntitili
    • Laskut myyntijohtajittain > Laskut myyjittäin


  • Invoices by month: Fixed total sum rounding.


What’s new in v16.4.4

API 1.5

  • Added support for the UI styling format for the fields available via custom HTTP header x-planmill-formatting. Value “UI” is expected for this behaviour.
  • Added support for a user specific data storage via endpoint /usersettings. Read more:


What’s new in v16.4.3

Microsoft Dynamics NAV Connector

  • New PlanMill Invoice Connector for MS NAV add-on is now available.
  • Key features:
    • Automatically pushes invoices into accounting upon confirmation
    • Syncs your MS NAV customers and a product register with any new items in PlanMill
    • Seamless linking of chart of accounts and dimensions

Integration settings for Expense and Invoice (New)

  • Added expense and invoice related integration settings to Accounts form and summary page.
  • Integrations in the My Company summary are now presented in a list summary.
  • Important integrations will be progressively moved over to be managed from My company accounts.


What’s new in v16.4.0

UI terminology updates

Updated UI terminology in both classic and new UI as follows:

In English (navigation)

  • Invoices > Invoicing
  • Finances > Revenues
  • Expense and purchase > Expenses & purchases
  • Reports & Analyze > Reports & indicators

In Finnish

  • Myyntiprojektit > Mahdollisuudet (navigation)
  • Tot. työmäärä > Toteutunut (Omat avoimet projektit)
  • Työmääräennuste > Ennuste (Omat avoimet projektit)

New UI

  • User with Role and Access group view rights has now access to the Role and Access group print.
  • Invoice appendices are now visible in project and account list views.
  • Enhanced Time sheet appearance.
  • Fixed Roles form layout.
  • Fixed Dialog style.
  • Fixed tooltip operation in few places.
  • Fixed Project Overview to show only active members in Team members category.
  • Fixed Comment stream for small devices.
  • Removed Category texts from email summary dialogs.

Time reporting

  • Timereports reported 24 hours into the future are now saved with preliminary status.


What’s new in v16.3.8

New UI

  • Redesigned sign in, sign out and reset password pages.
  • Added several small improvements and fixes.


  • Fixed Campaigns mail deletion.

API 1.5

  • Fixed API batch endpoint error validation.
  • Fixed API filters to work correctly.


What’s new in v16.3.7


  • Set Completed button on UI of a request now supports request.update webhook.


What’s new in v16.3.6

API 1.5

  • Time card: Added API support for Time card available via endpoint users/{user_id}/timecard.

Read more:

  • Authentication: Added support for client credentials flow for API OAuth2 authentication.

New UI

  • My performance indicators: Added toggleable chart view (bar charts) in “My Workspace”.
  • Menu & Time sheet: Browser now remembers the users choice to show/hide left navigation and Time sheet compact view.
  • Added several small improvements and fixes.


  • Parties category now appears before Contract items category in both contract form and summary.

Mail Auto-Capture

  • Fixed mail auto-capture to not match mails from different domains with the same subject.

Finvoice version update

  • Updated our default Finvoice version from 1.3 to 2.01. Change does not apply the instances which are using, for example, SFTP transfer solutions.


What’s new in v16.3.4


  • Project billing type is inferred from selected price book when creating a new project by using price book from request. If selected price book includes any time based item, then project billing type will be “Time based” and if ALL price book items are non-billable, then project billing type will be “Non billable”, otherwise project billing type will be “Fixed”.


  • Added the possibility to store static oauth app registrations via parameters.
  • Added search by responsible person in the expense and global search field.


What’s new in v16.3.3

Tasks and absences

  • Absence duty types have now been separated from Task form for better user experience. Please contact PlanMill Customer Care if you need more information about this and handling Absences for your company.

New notification (Beta)

  • New UI: Added a new notification section including a predefined set of notifications as follows:

    • Absences: Accepted, rejected and waiting for acceptance.
    • Requests: New assignment, email and comment.
    • Tasks: New assignment.

Acceptor Notification.

Read more about new notifications.

Join beta: Please contact PlanMill Customer Care if you want to join beta testing.


  • Added changes to the order and coloring of the “Next” and “Restart” button in Import for better user experience.

Read previous releases notes

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