May: Introducing Expenses, updated Planner and more

Now that we know that a number of meetings could have just as easily been emails, a vast majority of emails could be skipped altogether by managing your business with the help of Scoro. With this update, we’re adding a brand new tool to Scoro for handling various business expenses. In addition, we’re upgrading the Planner for even more convenient work planning, and making additions to Zapier for creating custom workflows to further increase work efficiency.

 

Expenses

In Scoro, it’s easy to manage your projects from end to end, including handling various types of costs related to them. Until now, you’ve been able to link bills from service providers and suppliers to projects, as well as the labor cost related to your own team. To cover all possible costs (like business travels, lunch with a customer, and so on), we’ve added expenses to Scoro, making it easy to add all kinds of spendings to Scoro without any hassle, and include them in project budgeting.

Team members can simply fill out expense documents in Scoro, and get reimbursements for them. In case the expenses are due to be settled with the customer, it’s just a matter of clicks to include the expenses on a sales invoice alongside the services offered, or just create an invoice from the expense document.

 

Planner updates

We’ve been working on and will continue to improve the Planner even further in the coming months. In this update, not only did we give the Planner a facelift, but we also added quite a few usability enhancements focusing on high-level planning, keeping in mind the project managers and other roles using the Planner on a daily basis.




Better on bigger screens. We’ve optimized the Planner for bigger screens and the planning area now uses more of the screen space available making it easier to get a full overview and effortlessly plan your team’s daily, weekly or monthly assignments.
Monthly planning. You now have three options to choose from when planning your team’s time. For more granular planning, use the week or 3-week view. In the case of lengthier projects, you can utilize the 3-month view to schedule assignments across several months.
Team utilization, progress, and overtime. With new indicators for progress and overtime, it’s quick and easy to see how much work has already been planned and make adjustments when any of the team members is overbooked.

 

Zapier improvements

We’ve released another Zapier version, this time including the possibility to select whether to trigger only the objects owned by you or include the objects owned by other users you have access rights to. Easily put, this update allows admin users to set up universal Zaps on Zapier, instead of creating multiple Zaps with different user tokens. Admins can now create just one Zap using the admin token and trigger all created objects to the other app.


This update applies to the following triggers:

• People
• Companies
• Invoices
• Quotes
• Bills

 
For example, you can now create zaps to trigger all new and updated quotes to Google sheets to create a list of sales leads. Or sync new or updated contacts to Google contacts or any of your preferred email marketing tools (e.g. Activecampaign) to put together marketing campaigns. The possibilities are endless, so try it out and create your own custom workflow.

Note! In the near future, this option will also be available for tasks and projects.

 

That’s not all…

Supplier types in Detailed financial report
For more detailed cost management and insight on the sales margin, you can define the supplier type when offering a product/service – each service can be either bought from a supplier or provided in-house by any of your team members. We’ve now added this information to the Detailed financial report for an easy real-time overview. Just select “Margin in period” or “Quoted margin in period” as input and use the “Provider type” filter to segment the report.

Note! This option is only available if the settings “Use suppliers” and “Assign users on sales document lines” under Settings > Sales and Finance > General are active.
 

Custom information from quote to task
Until now, when creating tasks from the quoted services, the custom fields active on the quote or quote lines were not linked to the tasks created. We’ve fixed that, so the custom data used on quotes is also visible in the task view.

 

We’re working on:

• Customer portal. Grant customers access to your Scoro site to collaborate on projects, allow them to review quotes and other sales documents, get feedback on assignments, and so on.
• Gantt chart. Plan and manage projects in one all-inclusive view, where project phases and tasks are dependent on one another. In addition to tasks, see and plan meetings and other project-related events right there in the chart.

 

Not to worry if your Scoro site hasn’t been updated yet, the update is rolling out gradually over the next few weeks.

We do our very best to make Scoro better every day, so we really appreciate your feedback. Let us know what you think at help@scoro.com.