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primaTime Update 2.1.2 — Project Favorites, Custom Grid Views, Smart Labels & More

Star your favorite projects and clients, save custom grid views, link labels to projects, plus quarterly filtering, direct "Mark as Billed" from time reports, customizable invoices, and more — all based on your feedback

Written by František Vondrák

Release date: April 29, 2026

Version: 2.1.2

With version 2.1.2, we focused on three things: speeding up invoicing, enhancing reports, and fine-tuning the little details you deal with every day.

This update introduces project & client favorites, label pairing, customizable grid views, quarterly filtering, direct "Mark as Billed" actions from time reports, customizable invoice layouts with internal notes, and a more powerful invite flow.

1. Favorites & Navigation

Building on the Global Favorites we shipped in 2.1.1.

⭐ Project & Client Favorites

You can now favorite individual projects and clients — not just navigation pages. Each project and client now has a "star" icon in the third-level navigation that adds it to your Favorites sidebar section.

How it works:

  • Click the star icon on any project or client to add it to Favorites

  • Click the star again to remove it

  • No maximum limit — favorite as many as you need

Why you'll love it: Jump straight to your most active client projects from anywhere in the app. No more drilling through menus.

Where to find it: Any project or client → Star icon in the header


2. Time Tracking & Labels

🏷️ Pairing Labels to Projects & Clients

You can now link specific labels to projects and clients — and primaTime will use them to filter the label input on time records.

How it works:

  • Link labels in the project or client details

  • When creating a time record, only those linked labels are shown in the label input — pulled from both the project and client (unique labels merged, no duplicates)

  • If at least one label is linked, automatic label-prefilling from a Task is disabled (your linked labels take precedence)

Why you'll love it: Cleaner label inputs, better data quality, and consistent reporting. Each project shows only the labels that actually belong to it.

Where to find it: Project details / Client details → Labels section


3. Tables & Views

📐 Table Custom Views

Save your filters, sorts, grouping, and column settings as custom sub-views on any grid.

How it works:

  • All sub-views can be dragged to set their order — saved automatically

  • Sub-views are private to the user who created them

  • Entity sub-views support duplication (1:1 copies, even the name)

  • Custom sub-views can be renamed and deleted

  • Set any sub-view as your default — it opens automatically next time

  • Only one default at a time

  • System sub-views (e.g., project details) cannot be removed or renamed — only repositioned

Why you'll love it: Save your favorite views once, switch between them instantly. No more rebuilding the same filters every Monday morning.

Where to find it: Any table → Sub-view tabs

📑 Smarter XLSX Exports

Exports of grouped data now use multiple sheets for better readability and analysis.

When time records are grouped:

  • First sheet: Summary per group (e.g., per client — total hours, total amount)

  • Subsequent sheets: Individual time records for each group

Example: Time records grouped by client

  • Sheet 1: Apple Inc — 10 hours / 1,000 EUR; Google — 100 hours / 30,000 EUR

  • Sheet 2: "Apple Inc" — all individual time records

  • Sheet 3: "Google" — all individual time records

Also applies to entity exports — Users, Projects, Clients, Labels, Tasks. The first sheet shows the summary; the following sheets show each entity's time records.

Why you'll love it: Open the file and immediately see the big picture, then drill into any group without filtering. Perfect for client billing reviews and audits.

Where to find it: Any report or grid → Export → XLSX

🔧 DataGrid Refinements

A round of polish across all data grids in the app:

  • Cleaner group focus state — no more blue fill on open group headers

  • Reduced row hover intensity for less visual noise

  • Lines between columns and a divider between group title and first row

  • Group title and group columns now use consistent typography

  • Header height matches row height (40px) for visual balance

  • "Sum:" prefix added to summary rows

  • NULL groups always sorted last in exports

  • 1-click to open entity / modal across all grids

Why you'll love it: A cleaner, more readable grid — especially when you're scanning lots of data.


4. Finance & Invoicing

The biggest area of this release. Quarterly filtering, direct billing actions, and full control over how invoices look.

📅 Quarter Period Filter

A new "Quarter" period filter is now available everywhere month filtering already works. Select Q1–Q4 for any year, or use the quick presets "This quarter" and "Last quarter."

How it works:

  • Choose Quarter as the period type

  • Use This quarter or Last quarter for instant selection

  • Select a specific year, then pick the quarter (Q1: Jan–Mar, Q2: Apr–Jun, Q3: Jul–Sep, Q4: Oct–Dec)

  • Filter state is URL-compatible — share or bookmark filtered views

Why you'll love it: If you invoice quarterly, this saves you from manually defining date ranges every time. Faster, more reliable, and consistent across all modules.

Where to find it: Anywhere a month filter exists — Reports, Dashboards, Time tracking views

✅ Direct "Mark as Billed" in Time Reports

You can now turn time records directly into invoices or billing reports — without leaving the Time Reports view.

How it works:

  • Bulk-select the time records you want to bill

  • Choose either the Invoice or Billing report icon

  • The document is created automatically in the background, with the next number in your sequence

  • A snackbar appears with a direct link to open the new invoice or billing report

Multiple clients? No problem — primaTime creates one invoice per client automatically. If your selection covers 3 different clients, you'll get 3 invoices.

Edge case: If selected time records have no client assigned, the actions are disabled with a tooltip explaining why.

Why you'll love it: What used to take multiple steps now takes two clicks. Bulk-bill an entire client's month with a single action.

Where to find it: Time Reports → Bulk select time records → Invoice / Billing report icon

💼 Invoice Management Enhancements

Invoices and billing reports now offer full layout customization — perfect for adding legal info, payment instructions, or internal context.

📝 Internal note

A new internal note field, available on both Invoices and Billing Reports. Visible only to your team — never included in the PDF export sent to the client.

  • Default state: Off

  • Use it for: Reminders, status notes, client-specific context

🏷️ Customizable header

Add a custom header at the top of any Invoice or Billing Report. Set a global default in Settings, or override per document.

  • Default state: On (can be hidden)

  • Configurable: Per-document or globally in Settings

📜 Customizable footer

Add a custom footer (legal text, payment instructions, thank-you message, etc.). Set a global default in Settings, or override per document.

Why you'll love it: Your invoices finally match your brand and processes — without needing to edit a PDF after export.

Where to find it: Invoice / Billing Report detail → Header, Footer, Internal note fields. Defaults: Settings → Billing

🔍 Finance Dashboard — "Uninvoiced Entries" filter

Quickly identify which clients still need to be billed.

How it works: A new filter on the Finance Dashboard client and project list shows only clients with at least one uninvoiced time entry within the selected date range.

Why you'll love it: This brings back the much-loved "Nicht abgerechnet" filter from primaTime 1.0. One click and you see exactly who needs billing — no manual scanning required.

Where to find it: Finance Dashboard → Client / Project list → Filters → Uninvoiced entries

📊 Finance Dashboard — Progress bar enhacement

A new filter and progress bar state for billing drafts on the Finance Dashboard client and project lists.

What's new:

  • Progress bar update — now shows four states with color-coded indicators:

    • 🩶 Gray: Uninvoiced amount

    • 🔵 Blue: Invoiced

    • 🟡 Yellow: Billing draft

    • 🟢 Green: All invoiced

  • Tooltips show the ratio and absolute value for each state

  • When all amounts in a period are draft-billed, the "Create invoice" button is disabled with a tooltip explanation

Why you'll love it: See at a glance which billing work is pending, drafted, or done — without opening individual reports.

Where to find it: Finance Dashboard → Client / Project list

🔢 QR Payment with Invoice Number

QR codes embedded in invoice PDFs now include the invoice number as the payment reference (Verwendungszweck) — instead of the generic "QR Payment" text.

Why you'll love it: When clients scan to pay, the bank transfer is automatically linked to the correct invoice. No more manual reference entry, no more reconciliation headaches.

Note: Existing invoices are not affected — this applies to newly generated PDFs. Compliant with EPC QR / SEPA QR for EU bank transfers.

Where to find it: Invoice PDF → Embedded QR code


5. Settings & Permissions

📨 Manage Notifications Link in Emails

Every notification email now includes a direct link to your personal Notification Settings — so you can adjust what primaTime sends you with one click.

Why you'll love it: Too many notifications? Tune them straight from your inbox.

Where to find it: Footer of any primaTime notification email → "Change what primaTime sends you"

👥 Add User to All Projects, Clients & Teams (Invite Modal)

The user invite modal now includes options to assign new users to projects, clients, and teams — in bulk.

How it works:

  • Select specific projects / clients / teams, OR

  • Choose "All projects" / "All clients" / "All teams" to grant blanket access

  • Specify the context role at the same time

Why you'll love it: Onboard new team members in seconds. No more inviting them, then visiting every project to add them one by one.

Where to find it: Settings → Users → Invite user


6. UX Polish

🖱️ Card & Task Interaction Updates

A series of small but meaningful UX upgrades across cards, tasks, backlog, todolist, and board views:

  • Cards — entire card has hover state; icon button has its own hover; one click opens details from anywhere on the card; pointer events indicate clickability

  • Tasks (Backlog, Todolist) — one click opens the task modal; pointer events indicate draggability when hovered

  • Tasks (Board) — one click opens the modal; pointer events indicate draggability

Why you'll love it: The whole app feels more responsive and predictable. You always know what's clickable, what's draggable, and what happens next.


💬 We'd love your feedback

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