This release refreshes a large part of DMS. Many daily screens are now clearer, safer and faster, while legacy workflows can still be used where needed.
Highlights
A new Profile area is now available with personal data, time control, holidays, documents and an office calendar.
Client Portal is now active, including a staff-side view to review what the client can see.
Project Workspace has been rebuilt as a new working model, while the legacy project tables still remain available.
Rates has been redesigned with a clearer explorer and multilingual support for easier reading.
BNK concepts can now be updated directly from Project > Account.
Modules
Profile
New
- The new profile area includes personal information, time control, holiday handling, employee documents and the office calendar.
- This section is designed to become a more complete daily reference point for each employee.
Client portal
Live
- A client portal is now available for external access.
- A staff-side client portal view is also available so the team can review the portal content internally.
Project workspace
Redesigned
- The new workspace keeps the main project information visible in a calmer and more compact layout.
- The overview section can stay collapsed until you need to edit.
- Internal project actions such as banking requests and project status changes are easier to reach.
- The legacy project table workflow is still available, so you can continue using the old view where needed.
Earner / managed projects
Improved
- Managers can now review their matters and balances more clearly from one place.
- The right-hand panel explains the selected balance with ledger detail and summary cards.
- Refund and funds request tools are now closer to the real workflow.
Rates
Updated
- The old flat rates selector has been replaced by a clearer category explorer.
- This page now supports multiple interface languages for easier understanding.
- Authorised finance leadership can maintain rates and translation text from the side panel.
Useful tips
- In Project > Account, double click the concept cell of a BNK line to edit it quickly.
- In Rates, use the language selector to read the service wording more comfortably.
- If you prefer the classic project workflow, the legacy table mode is still available.
