We are pleased to introduce the many improvements delivered in Pluriell since the beginning of 2026. Before the holiday season, here is a complete summary of everything that has changed, grouped by theme.

Summary of update content since January 2026

Since the start of the year, Pluriell offers you the following main enhancements:

Peppol:

We have greatly enriched the Peppol experience, both for sending and receiving your documents.

• [Finance] New “Peppol” visual indicator on invoices sent via the network, with a dedicated filter to find them in the list.
• [Finance] Peppol status tracking for invoices: notification at each status update, and option to send or not send this status to the supplier.
• [Finance] Received Peppol documents: filter by supplier, Excel export of the list, export of XML files in ZIP, and bulk editing of statuses.
• [Finance] Ability to convert a Peppol cost into a standard cost from the “…” menu.
• [Settings] Manual addition of email addresses for Peppol notification recipients.

New features:

• [Finance] Excel export of the list of invoices and credit notes via the Export button.
• [Finance] Invoice number preview starting at step 3, before sending.
• [Finance] Added the “Purchase order” field on invoices and credit notes.
• [Finance] Customization of credit note sending emails: creation of templates linked to a company, selectable at the sending step and pre-filling the subject and content.
• [Finance] New dynamic fields in custom templates: the client’s company number and, for custom invoices, the total amount actually invoiced (including supplements).
• [Finance] Customization of PDF file names for invoices and credit notes via settings (file naming) and dynamic fields.
• [Finance] New option to disable automatic payment reminders, globally or for a specific invoice.
• [Finance] New accounting integrations: Sage 50, QuickBooks, Winbooks, and Xero.
• [Finance] Manual accounting synchronization of an invoice or credit note at the chosen time.
• [Finance] New filter to identify invoices already sent to the accountant.
• [Finance] New financial information sidebar in the schedule (client and VAT by default at the project level, payment terms, purchase order, subject), with data reusable in invoices via custom templates.
• [Report] Location on plan: positioning observations directly on PDF plans, managing multiple plans per project, thumbnails per observation, and integration of plans into the generated PDF.
• [Report] Redesigned report templates: creation and configuration via Settings > Templates, with a guided step-by-step creation process.
• [Report] Management of multiple independent reports within the same project.
• [Report] Custom presence statuses for reports.
• [Report] Ability to assign companies to documents to be sent.
• [Report] Collapsed view of items for clearer reading of observations.
• [Project] New “Phase” field in the task form, allowing linking a task to a project phase.
• [Project] Bulk editing of phases: multi-selection to modify several phases in one action.
• [Project] Ability to edit the project code at creation, with automatic suggestion of the next number.
• [Project] New filters in the archived projects list.
• [Project] New read access level to custom fields of a project, with editing reserved for administrators.
• [Project] Access to the Finances tab of each project for authorized managers, without granting access to overall finances.
• [Service] Bulk editing of services: multi-selection in the Export view and grouped modification via the sidebar.
• [Productivity] New internal roles with hourly rates, serving as a basis for hour allocation, budgets, and profitability.
• [Productivity] New detailed view: allocation of hours by phase and sub-phase, by internal role and/or manager.
• [Productivity] New financial perspective: real-time comparison between budget and forecast cost.
• [Productivity] New filters in the overall Productivity view.
• [Document] Document version management: when adding a file with an existing name, choose to overwrite the old one or create a new version.
• [Document] New document counter per folder, visible directly in the list.
• [Directory] Ability to link multiple companies to the same contact.
• [Directory] New “Role” filter and display of roles directly in the Contacts and Companies lists.
• [Settings] Custom fields now available for Finance, in addition to projects.
• [Settings] Customization of default project status labels, including the one that archives a project.
• [Settings] Excel export of leave, from Settings > Accounts & licenses.

Improvements:

• [Report] Faster loading of observations.
• [Finance] Clearer Bank flow view: entries sorted by payment date, then by due date.
• [Project] Cost access aligned with service access: each user views and enters only costs for authorized projects.

We’re Listening!

Your feedback and comments make the application even closer to your needs and realities. It evolves thanks to you. Please don’t hesitate to contact us to share your comments and/or questions.

You can reach us by email (support@pluriell.app) or via the help button in the application (in the upper right corner, near your profile icon).