Roadmap & Release Notes
Discover where you're heading with ZEP! We'll show you what's currently being developed, which features will be available soon and what is already live. Our roadmap keeps you up to date in real time so you can plan with confidence and benefit from the latest features. With ZEP, you always stay one step ahead!
Planned
Customizable Evaluations
All ZEP evaluations combined in a powerful, flexible analysis platform
Customizable Evaluations
With this update, all existing reporting options in ZEP can be combined in a single, flexible view.
Users get access to a central analytics platform that allows them to filter, sort, and visualize data based on specific requirements.
This provides unprecedented flexibility for data-based decisions.
Payroll
Prepare payroll directly in ZEP and bundle processes centrally
Payroll
In future, preparatory payroll steps can be mapped directly in ZEP. Relevant time and project data is brought together centrally and made available in a structured manner for further processing.
This reduces coordination costs with accounting or external service providers and creates a uniform database for more efficient billing.
E-Invoicing Update
New e-invoicing formats and expanded mandatory fields for legally compliant invoicing
E-Invoicing Update
With the e-invoicing update, ZEP will support additional formats for electronic invoice exchange. This ensures you are prepared for current legal requirements regarding e-invoicing and will be able to send invoices directly to your customers in the appropriate format in the future.
In addition, the available invoice fields will be expanded. This will allow for more precise invoice completion and better accommodate the individual requirements of customers or authorities.
Resource Planning 2.0: Tasks & Skills
Further improvements to resource planning will follow after the initial release
Resource Planning 2.0: Tasks & Skills
Following the initial release of Resource Planning 2.0, further improvements will be added. This will include scheduling at the task level, allowing employees to be assigned directly to individual tasks rather than just projects. Planning with skills and placeholders will also be possible. Resources can then be scheduled based on required competencies or placeholders, even if the specific person has not yet been determined.
Further detailed improvements will be added over time, with the goal of making resource planning more intuitive and precise step by step.
Task Management: Additional Features & Time Tracking
New views, a revised interface, and direct task-level time tracking are coming soon
Task Management: Additional Features & Time Tracking
Task management will receive additional views alongside the existing board, and the user interface will be revised in several areas.
Time tracking will be added directly at the individual task level. In addition, future notifications will automatically provide updates on new assignments, deadlines, and status changes.
Next
HR & Skill Management Module
Improved functionalities for managing and automating HR processes
HR & Skill Management Module
The HR module will offer a significant improvement in the management of personnel resources.
It should help to organize employee data centrally, create reports and seamlessly integrate processes such as vacation management and time recording.
This module is specifically designed for growing teams to promote efficiency and transparency.
Automatic tracking
Desktop app for automatic background time tracking
Automatic tracking
With the new desktop app, work activities can be tracked automatically in the background – for example, open programs, browser tabs, documents, emails, and meetings.
You can create project time entries from this data with just a few clicks. Users always retain full control over their data and records.
Advanced Enterprise Functionalities
Multi-client capability for international teams.
Advanced Enterprise Functionalities
Development of Client Capacity
Improved presentation of organically and legally separate business units
Development of Client Capacity
Expanding recruitment options to represent organically and legally separate business units even better within ZEP
FinAPI
Bank connection and automatic payment reconciliation directly in ZEP
FinAPI
With FinAPI integration, you connect your bank accounts directly to ZEP. Incoming payments are automatically reconciled and can be assigned to open project invoices – without manual export, without queries with accounting.
The result: Your payment status is always up-to-date, dunning processes start earlier, and the effort for month-end closing is significantly reduced.
Released
Automatic Tracking
Desktop app for automatically recording working hours in the background
Automatic Tracking
Customizable Permissions
Control access flexibly and individually define authorizations
Customizable Permissions
Roles and authorizations can be flexibly adapted to the requirements of your company. They define granularly which users are allowed to access specific functions, projects or data.
This ensures that everyone only sees the information that is relevant to their role — for more security, clarity and efficient processes in everyday work.
Receipt Mailbox Email Connector
Receive documents automatically by email and process them directly in ZEP
Receipt Mailbox Email Connector
With the mailbox mailbox, every company receives its own e-mail address, which can be used to receive documents centrally.
Incoming invoices and documents are automatically displayed in the document mailbox in ZEP and are immediately available for further processing.
This reduces manual upload costs, avoids media breaks and ensures a continuous, digital document process.
Tasks & Project Management
Plan, assign tasks, and achieve milestones
Tasks & Project Management
With the new task management, tasks can be created directly in projects, assigned to team members and set deadlines.
Milestones help to track progress and complete projects in a structured and timely manner.
Marketplace Interfaces
A central platform for seamless integrations with other business tools
Marketplace Interfaces
By setting up an interface marketplace, ZEP is seamlessly linked to other common software solutions.
Users can easily select the appropriate integrations and integrate them directly into their workflows to synchronize data between systems.
ZEP Version history
The development of the ZEP versions and all updates in detail.
ZEP 7.13
Roles & Permissions 🆕
With the new roles and permissions system, all access rights are centrally consolidated in a clear permissions matrix. For areas such as employees, projects, clients, and tickets you can now define in detail whether a role is permitted to view, edit, or analyze data. Specific actions can also be granted targeted permissions. For the contextual roles department head, project manager, account manager, and project team member dedicated permission areas are available. The Administrator role remains a protected role with full access.
ZEP 7.12 Update June
Document Inbox: Mailbox Integration 🆕
With the new Mailbox feature you can connect an email inbox directly to ZEP. Incoming documents are automatically created in the document inbox and are available there for further processing.
Supported formats include PDF and XML files, which can be reviewed and accepted or rejected as usual. This way, documents are transferred directly to ZEP without manual upload.
HOAI Calculator: Enhancements 🔧
The HOAI Calculator has been expanded with two important functions, providing even more comprehensive support for offer and fee calculation.
New additions include:
- Multiple Trades per Offer – multiple trades can be calculated together within a single offer.
- Calculator for Chargeable Costs – assists in determining the chargeable costs as the basis for fee calculation.
New Integration: Pipedrive 🆕
With the new Pipedrive integration seamlessly synchronize sales and project processes between both systems.
The following data is transferred from Pipedrive to ZEP:
- Customers
- Contacts
- Projects
New data records are then automatically available in ZEP for further processing.
New Integration: BambooHR 🆕
The new BambooHR integration connects HR management and time tracking, and automatically synchronizes relevant data between both systems.
The following information is transferred:
- BambooHR → ZEP: Employee master data and absences
- ZEP → BambooHR: Time data
ZEP 7.12 Update May
New Report: Open Capacity 🆕
With the Resource Planning module, the new "Open Capacity" report is now available. It shows the available capacity of all employees on a monthly basis and complements the well-known "Availability Level" report with additional key figures for an even better planning overview.
The following values are listed per employee and month:
- Employee Capacity including absences
- Allocated Capacity from the Resource Planning module
- Free Capacity as the difference between both values
New Revenue Report 🆕
With the Invoicing module, the new Revenue Report is now available. It shows the actual revenue based on invoice items for a freely selectable period and provides a detailed analysis of all billing-relevant data.
Additionally, the following extensions are available:
- Filter by Customer
- Additional columns for Department, Project, Note, Customer, Order and Order Number
Enhanced Report: Overall Status Plan 🔧
The standard report "Overall Status Plan" was enhanced in the Invoicing module with additional analysis and navigation options.
ZEP 7.12
Task management 🆕
A new task management system is now available directly in ZEP — without an additional module and at no additional cost. Under “Tasks,” users can create and manage personal to-dos. Project managers and project staff also have the option to create and assign tasks for other team members.
A task board per user and project provides a clear overview. Tasks can be assigned to the respective status via drag & drop. Status and priorities are defined centrally in administration and managed across projects.
Five new interfaces 🆕
ZEP now has five new integrations. HR data can be shared with Sage, Taxmaro, and Zoho People. In addition, projects and tickets can be synchronized with JIRA and Linear. As part of this, the interface marketplace was also visually redesigned.
HOAI calculator for offers 🆕
An integrated HOAI calculator is now available for preparing offers in ZEP. All service phases and fee zones are fully covered, and the fee is calculated automatically. The individual phases, including planning data, can be transferred directly to a project structure at the push of a button and then conveniently billed.
ZEP 7.11
Inbox 🆕
The new document mailbox is now available, with which multiple documents can be collected centrally and processed efficiently. Incoming documents are first stored in the document mailbox and can be further processed from there.
Documents can be treated as follows:
- Accept: Documents are assigned to a project and, optionally, to an employee. Only then is a complete document with document number created.
- Reject: Rejected documents can then be deleted. It is not possible to re-accept.
The document mailbox can be found as a tab in the “Documents” menu item. The area is visible to admins and controllers, with controllers only having read rights.
Available for Professional customers as well as Compact customers with activated “Sales & Costs” module.
Documents without employee assignment 🆕
From now on, documents can also be created without being assigned to an employee. This option is available when accepting a document in the document mailbox and in document analyses (projects, suppliers, employees).
Documents without employee assignment are listed as “without employees” in evaluations and statements and are separately visible there.
Mailbox Mailbox (outlook)
A mailbox function will soon be available, which is currently already in development. Incoming email attachments can then be automatically created as documents in the document mailbox and processed directly.
ZEP 7.10
Vendor Management 🆕
With this release, there is a new “Suppliers” menu item available. Administrating users can create and manage suppliers here. The menu item is visible to Admins and Controllers, with controllers having read-only access.
Suppliers can with Contact information and payment details Be deposited. When entering documents, all employees can now select a supplier so that costs are clearly linked to the respective supplier.
available for Professional customers As well as Compact customers with activated “Sales & Costs” module.
New table concept
The new menu item Suppliers As well as existing tables in the menu item receipts Were converted to the new filter table concept and design. In concrete terms, this means:
- All table columns are available as filter options
- The filter is freely configurable and can be added as required
- Table columns can be shown and hidden
- The order and width of the columns can be adjusted
The new table concept is Gradually rolled out to other areas of ZEP.
New help center 🆕
ZEP now has a New Help CenterWhich can still be reached via the button at the bottom right and which you can now also use at any time You can contact our support directly. There you will find all important information about ZEP in a clear overview and get quick answers to your questions.
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