What's New — June 2026

June was the month of documents and money — we launched a brand-new Invoices module, grew certificates into a full Documents & Credentials module with renewal reminders, gave the project tracker its own dashboard and month matrix, rebuilt report writing around a modern block editor, and made the whole application noticeably faster. Here's an overview of everything we added in June.

New Features

Invoices — A New Module

Issue invoices directly from PlanMee:

• Creating invoices — a clear create form with a preview of the next invoice number, a payment QR code and sending by email.
• Document types — besides regular invoices you can issue a proforma invoice, an advance invoice and a credit note.
• Payment tracking — record payments against an invoice, unpaid invoices switch to overdue automatically, and you can send a payment reminder.
• Recurring invoices and exports — set an invoice to repeat automatically, export your invoicing and work in multiple currencies.

Reports — A Modern Block Editor

Writing reports now feels like a modern document editor:

• Blocks and slash commands — type "/" to insert headings, tables, task lists, callouts or collapsible toggle blocks.
• Formatting toolbar — text styles, colors and highlights right above the content.
• Autosave — every change saves automatically as you type.
• Category and sharing — set the category and who can see the report straight from the editor.
• Version history — the editor keeps snapshots of the report; browse older versions and restore any of them with one click.

PDF export renders all of the new blocks correctly. And we're already testing real-time collaboration, where several people edit the same report at once.

Project Tracker: Dashboard, Month Matrix and Crews

May's project tracker on the job detail page grew significantly:

• Dashboard as the first screen — open the tracker and see the project's health at a glance: an overall verdict banner, financial KPIs, a trend chart (per period and cumulative), the current month's plan vs. actual and a leaderboard of crews and people.
• Month matrix — daily records got a new view: the whole month as an employees × days grid with inline editing, color-coded totals, absence marking, weekend entries and weekly and monthly team summaries with goal vs. actual.
• Crews — plan and evaluate by work crews: set a crew's daily target, record output for the whole group at once and compare crews in the evaluation.
• A more accurate plan — one-time project costs, extra revenue or costs per month, an editable hourly rate in the planner and correct rates for trade-license workers, plus a monthly plan-vs-actual evaluation with a chart.
• Real numbers from finance — the tracker now compares the plan against actually booked costs and revenue from the financial report, and wages are taken preferentially from the Work Hours records — each month shows a badge with the wage source.

Documents & Credentials (formerly Certificates)

The certificates module got a new name and a lot of new capabilities:

• Category tree — categories can be nested (parent/child) and the whole tree shows up in lists, filters and forms.
• Planned renewals with reminders — schedule a document's renewal, assign a responsible person and PlanMee reminds them when the date approaches. New documents get a renewal pre-filled automatically.
• Excel export and better filters — export the filtered list to Excel, filter by multiple employees at once, by date range or by active/inactive employees; name search now ignores accents.
• Internal documents — mark a document as internal and only its creator sees it; internal documents never appear in the client portal.
• HSE documents moved in — employee HSE documents were migrated into this module, so all credentials now live in one place.

On the document detail you now also see the holder's jobs with an active/inactive badge.

Inventory: Assignments, Inspections and an Activity Log

• Assigning items to employees — an item can be assigned to one or more employees, its available/assigned status updates automatically, and the list gained an employees column and filter.
• Item events — record inspections and revisions with dates and protocol attachments; the item detail shows the next due event and daily reminders notify you in time.
• Activity log — every item now keeps a history of changes (creation, edits, status and assignment changes) and you can add your own notes.

Excel on the Whiteboard

Drop an Excel file onto the whiteboard — it appears as an editable table including multiple sheets, which you can move around, edit and export back to Excel.

Per-Company Currency in the Financial Report

Every company can now have its own display currency. Lists, tiles, charts, dialogs, statistics, Excel exports and approval PDFs all show amounts in the company's currency.

Two-Stage Approval in the Financial Report

For costs and profits you can turn on a two-stage flow: one person verifies the document and a final approver approves it. Approvers are configurable in the settings, the queue has a pending-approval filter and everyone involved gets notifications.

A Better Audit Log

The audit log page was rebuilt: quick presets, persistent filters, auto-refresh, a clear before → after comparison of every change and a layout that works well on mobile too. The log now also records logins, logouts and failed sign-in attempts, alerts administrators to suspicious actions (role changes, user deletion), and each record's detail shows a timeline of that item's history.

Returning a Deal Back to Leads

In Sales you can now return a deal from the pipeline back to leads — handy when a deal wasn't ready yet.

Improvements

A Noticeably Faster Application

June was also a big month for speed. The financial report opens dramatically faster even with lots of data, lists across the application load faster — clients, sales, employees, tickets, inventory and jobs — the job detail shows up quicker, and the companies export doesn't stutter even with thousands of records.

Translation Cleanup

We went through all four languages, fixed hundreds of imprecise translations, added dozens of missing keys and fixed Czech translations not loading in parts of the application.

Bug Fixes

• Contacts: overly long phone numbers no longer cause an error on save
• Fixed an error in the ticket list
• Inventory: the type dropdown only offers your company's types
• Reports: fixed reports opening empty, bullet and task list rendering, and toggle block collapsing
• Invoices: the IBAN field can be cleared and issuing an invoice redirects correctly
• The employee profession field is now optional
• Documents: an invalid date in the filter no longer causes an error
• Financial report: users limited to a department can create and manage their own department's payment batches
• Many other smaller fixes