brainX
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Release Notes

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All brainX versions with their changes, new features and improvements.

Version:

Version 2026.8

22 September 2026

Appointments

New
  • The month overview in the calendar sidebar highlights the current week.
  • In the month overview, a mark below the date shows how many appointments a day has: a dot for one appointment, a widening bar for several.

Contracts

Modified
  • Line items with the status "Cancelled" are now included in the total amount of contracts.

Controllix

New
  • New field “Due date”: holds the first due date of the contract. The cashflow uses it to determine the day of debit or transfer; when empty, the start date is used as before. Existing contracts were prefilled with due date = start date.

Documents

Modified
  • Documents that are used as invoice documents are no longer locked completely: only the file fields are blocked and shown as read-only, all other fields remain editable.

Email accounts

New
  • Reference suggestions in emails now display detailed information when you hover over the suggestion with the mouse.

Planned actions

Modified
  • The details of a planned e-mail now show the complete message exactly as it will be sent for the affected record.

Reports

New
  • Reports can now be limited to subscribed records. The filter of a report offers the "Subscribed" field of the primary module for this.

Templates

New
  • New placeholder "form field" (text, text area, checkbox, select) with label, default value, required option and optional field mapping including prefill.
  • The PDF export thus creates a fillable PDF.
  • When sending via DocuSeal or DocuSign, the recipient fills in the fields while signing; values of mapped fields are then automatically written back to the record.
Modified
  • PDF export from the detail view always prefers the record's language

Automation

New
  • The new action "Update multiple line items" changes several line items of a record in a single save. It is started by record triggers and therefore no longer requires a line item trigger.
    • The setting "Line items to update" defines whether all line items of the record are changed or only those matching the connected conditions.
    • Only line items matching the configured item type are considered (product or service).
    • Blockly formulas can access the fields of the line item currently being processed, so every line item can receive its own value.
    • The "Dunning fee" option is not available for this action, as it would otherwise be applied to all updated line items at once.
  • The new action "Convert lead" converts a lead automatically.
    • The action offers the same range as the manual conversion: account and partner, contact, deal, appointment, task, note as well as the transfer of comments, tags, website visits and note widgets.
    • Account, partner and contact are derived from the data of the lead. If a record with exactly the same name already exists, it is used instead of creating a new one.
    • The fields of the created records can receive fixed values or can be calculated from the fields of the lead with user defined values.
  • Added triggers, conditions, and placeholders for event attendees
  • All nodes and connections connected to the selected node can be highlighted - previous ones as well as following ones. The highlighting is enabled by the switch at the bottom of the editor and is remembered.
  • The automation editor provides a context menu for all components, which also adds new functions that were not previously available
    • Nodes can be aligned horizontally and vertically. To do this, use multiple selection while holding down the Shift key.
    • Right-clicking on a single node allows you to select that node and all subsequent nodes as well.
  • Entire sequences from existing automations can be moved out using the context menu.
    • You can decide for yourself what should happen to the moved thread afterward. It can either remain unchanged, be deactivated, or, if necessary, be deleted.
    • The outsourcing can be done either as a new automation or as an addition to an existing one.
  • The delay of an action can be restricted to specific weekdays. The calculated date is then moved to the next selected weekday.
  • Recurrences can have their own weekdays: those of the delay apply to the first execution, those of the recurrence to all following ones.
  • The triggers for a signed envelope from DocuSign and DocuSeal now also allow the fields of the block "Envelope for digital signature" to be used as a condition and to be selected for delaying actions.
Modified
  • Moving the editor area keeps the current node selection.
  • When changing number fields through record actions, their values are automatically rounded to the available number of decimal places. Currencies are always rounded to two decimal places.

DATEV

New
  • When a cancelation for an invoice with deferred revenue is transferred, the associated recurring bookings are now reversed automatically. Periods that have already been posted are balanced by a single collective correction dated to the cancelation, while the remaining periods are offset by a mirrored recurring booking. Manual intervention in DATEV is therefore no longer necessary.

Dashboard

New
  • Widgets for list views and related lists have a search. It is shown and hidden with the magnifier in the header of the widget and also applies while sorting and paging.
  • The actions menu of these widgets contains the action "Show list". For a related list widget the record is opened with the matching related list, that selection is only temporary.
Modified
  • Adding widgets to a widget group is located in the actions menu of the group instead of next to the tabs.
  • Every user can arrange the order of the widgets inside a widget group. The order is stored per user and is kept after a reload.

Digital signature

New
  • When a recipient views, signs or declines an envelope, this is now recorded as a special change in the change history of the related record in addition to the notification.
Modified
  • If a document contains selectable items, the signer now has to tick at least one of them.
    • If the document already contains a mandatory item, the requirement is fulfilled and all remaining items stay optional.

Editor

New
  • Tables can now also be inserted in the description of tasks and in the signature of the e-mail configuration and the Exchange Online configuration.
  • The style of a list's bullet points can be configured. It can be the same for all levels or vary by level.
  • The start value of a numbered list can be set.

Time tracking

Modified
  • The time tracking synchronisation was reworked and sends considerably fewer requests to the provider. Time entries are still synchronised as often as before, customers, projects, services and users are read at longer intervals.

Variable mandatory fields

Modified
  • Variable mandatory fields are now configured directly on the target field and can be combined with condition groups, just like in the automations.
    • Every field of the module can serve as a condition, no longer only picklists.
    • Mass update now checks variable mandatory fields per record.
    • Existing configurations were migrated automatically during the update.

Version 2026.7

25 August 2026

General

New
  • A default font and font size can now be set for text areas with HTML formatting.

Settings

New
  • A column has been added to the user list to display all of a user's possible roles.

Templates

New
  • New placeholder for the new "Signature" user field, which is either populated dynamically with the name of the person responsible for the record or set to a specific user.

User

New
  • A new file field for users named "Signature," which can only be viewed and edited by the user themselves.

DATEV booking data service

New
  • Automatic assignment of the next debtor number is now also available for contacts. This feature can be enabled in the client settings under "DATEV booking data service" via the checkbox "create debtor numbers for contracts".

Jira Service Management

New
  • The company settings now allow to define an assigned user for tickets created through the Jira portal

ZUGFeRD/XFactur

Modified
  • In the "Codes & Units" settings, you can now configure the codes for the various export modules individually.

Version 2026.6

28 July 2026

General

Modified
  • Actions in records now open an overlay which allows creating a new dataset quickly.

Reports

New
  • CSV files from list views, reports and the sales preview are now exported in the background. Once the file has been successfully generated, the user is notified and can download it.

Emails

New
  • Attachments from wiki entries can now be attached to emails.
Modified
  • When an email is sent via the PDF export feature, suitable recipients are now automatically suggested.

Templates

Modified
  • Templates can now be assigned to a company.

Billing

Modified
  • The quantity and list price of items in product blocks can now be entered with up to 6 decimal places.
  • Product and service prices can also include up to six decimal places.
  • Favored actions for line items now include additional text descriptions.

Version 2026.5

30 June 2026

Connect

New
  • The Sipgate integration now also supports Sipgate Neo

Settings

New
  • In the layout editor, fields that have been moved to the additional details section are now clearly indicated by an icon. You can use this icon to move the fields back to the detail view.

Version 2026.4

02 June 2026

General

New
  • There is a new "Mandatory Field" option for products and services. Enabling this option ensures that the field is selected in documents submitted to the Digital Signature Services.
  • Modules visit reports, delivery notes, purchase orders and price books have been activated

Home

Modified
  • The "Cashflow" widget supports a tabular view of income and expenses at a record level, as well as a CSV export.

Leads

New
  • When converting leads, all mandatory fields in the Deals, Appointments, and Tasks modules are now displayed on the form.

Templates

New
  • New condition for "Discount type" in line items of inventory modules.

Timesheets

New
  • A new "Goodwill" field can be used to specify that a timesheet should not be applied to the corresponding contingent.
  • When invoicing timesheets, timesheets marked as "goodwill" are filtered out of the selection.

Billing

New
  • In the dialog for moving line items and groups, the status of an item is now displayed (if available).

Charts

New
  • When charts are grouped by date fields, you can now set a grouping interval and group data independent from the year
Modified
  • The steps for selecting calculations and groupings when creating or editing charts have been combined
  • When creating charts from list views or reports, the step for selecting a module and view/report is skipped, since no changes can be made here
Modified behavior
  • Charts grouped by date fields that include a time component will now ignore the time

Digital signature

New
  • You can now set an expiration date for documents to be sent.

Technical change

Modified behavior
  • REST API: Filters using greater/less than comparisons on fields that contain a time value will consider saved seconds