Updates
What’s new in Flenio
All changes you will notice in Flenio, newest first. The same notes also appear directly in the app after an update.
- Version 6.81
26 industry templates rebuilt: construction, fiduciary, IT, marketing, hospitality and more
- Construction acceptance per SIA 118, tendering, SIA phase plan, measurement with VAT, property maintenance plan, quarterly VAT and annual closing for fiduciaries, client intake, invoice per Art. 26 VAT Act with QR payment part, test concept, migration concept, cutover plan, HACCP log, media plan and more.
- The Excel templates calculate with Swiss VAT rates (8.1, 2.6 and 3.8 percent), rounding to 5 centimes, deadlines and due dates; every formula is checked.
- All 97 library templates and all 20 project templates are now rebuilt.
- Version 6.80
24 Excel templates and kickoff deck rebuilt
- Gantt, risk register, RACI, budget tracker, burndown, cost-benefit analysis, vendor evaluation and 17 more Excel templates now calculate for you: formulas, drop-down lists, traffic lights and charts, checked free of formula errors.
- Gantt and burndown use working days and an editable list of Swiss public holidays; the vendor evaluation automatically excludes bids that miss a must criterion.
- The kickoff deck is an editable PowerPoint template with ten slides and speaker notes.
- Version 6.79
19 project management Word templates rebuilt
- Project charter, project plan, requirements and specification documents, acceptance record, status reports, minutes, sprint planning, retrospectives, lessons learned and onboarding are new: a consistent structure with guidance for every chapter and approval.
- Each template names its basis, for example DIN 69901-5 and VDI 2519, IREB for requirements, the 2020 Scrum Guide or the Swiss Code of Obligations for acceptance of work.
- One-pagers such as the status report really fit on one page.
- Version 6.78
HERMES document templates rebuilt
- All 27 HERMES templates in Word and Excel are new: a consistent structure with document information, purpose, responsible HERMES role, change log, guidance for every chapter and approval.
- The six milestone checklists contain the criteria with evidence, conditions and a decision to tick.
- The Excel lists calculate for you: drop-down lists, automatic numbering, priority and strategy in the stakeholder list, and a summary per status in the change log.
- Version 6.77
New templates for Swiss processes: company formation, VAT, tenders
- New: forming a GmbH, quarterly VAT return, bidding for public tenders, website relaunch with data protection and accessibility, and employee exit, each with the articles from the Swiss Code of Obligations, VAT Act, procurement law, data protection and unfair competition acts.
- Revised: hiring with job reporting obligation, onboarding through probation, client intake under the Lawyers Act, annual closing under the Code of Obligations, OKR and a trilingual marketing campaign.
- All 20 built-in project templates now match their originals. Existing projects remain unchanged.
- Version 6.76
ISO, data protection and procurement templates aligned with standards and law
- ISO 9001:2015 and ISO/IEC 27001:2022 lead clause by clause to certification, including the 93 Annex A controls, internal audit, management review and two-stage certification.
- “revDSG and GDPR – data protection compliance” lists every obligation with the article from both laws, from records and impact assessment to notification deadlines and data subject rights.
- “Public procurement under BöB/IVöB” plans the contracting authority’s procedure from choosing the procedure to the contract, with the tender period and the 20-day appeal period.
- Version 6.75
SIA and Scrum templates aligned with the standards
- “SIA construction project per SIA 112” covers every sub-phase from needs definition to final account, with cost estimate, cost budget, building permit and acceptance per SIA 118.
- “Scrum – product development” and “Scrum 2-week sprint” follow the 2020 Scrum Guide: Sprint Planning in three topics, Daily Scrum without the old three questions, Review, Retrospective and the three commitments.
- Every task has a description and dependencies. Existing projects remain unchanged.
- Version 6.74
HERMES templates revised to HERMES 2022
- The HERMES 2022 – Classic project template now includes all five phases through closure, every approval and decision, and the results of the reference manual, each with a description.
- HERMES 2022 – Agile plans delivery in three releases with Scrum sprints, including pre-acceptance, go-live and acceptance per release.
- Dependencies and milestones are set so the timeline is right from the start. Existing projects remain unchanged.
- Version 6.73
Read up on updates any time
- Settings → What’s new and the user menu now show the full history of updates, newest first.
- Anything added since your last visit is marked “New for you”.
- The same updates are public at flenio.ch/neuigkeiten.
- Version 6.72
Upload large files reliably
- Project files up to 50 MB upload reliably, can be viewed in the browser and download with their original name.
- Expense receipts and supplier invoices up to 10 MB, including phone photos over 4 MB.
- Files to the connected Microsoft 365 folder up to 250 MB, with a progress indicator.
- File names with umlauts and special characters work everywhere, and attachments accept every file type except programs and installers.
- Version 6.71
New: SharePoint and OneDrive in projects
- Under Project → Docs → Microsoft 365 you can link files from SharePoint, OneDrive and Teams directly to the project. Flenio stores references only; files and permissions stay in your Microsoft 365.
- Preview straight from Microsoft, open with one click. Links are included from the Team plan.
- In the Business plan you connect a folder to the project, create the folder structure by project type and upload files up to 250 MB directly.
- On tasks too: link the right file directly in the task, for example the quote to the task “Approve quote”. “Restore project” brings the links back.
- Version 6.70
New guide: multi-project management and PMO
- A new guide at flenio.ch/wissen/pmo-portfolio explains how to steer several projects together: portfolio process, prioritisation, capacity and governance (in German).
- Chapters on setting up a PMO, prioritising projects with scoring and WSJF, capacity across projects and project governance with tolerances, each with examples.
- Also new: project maps, maturity models, PM standards compared, the PMP exam since July 2026 and PM certifications compared.
- Version 6.69
New guide: project controlling for service firms
- A new guide at flenio.ch/wissen/projektcontrolling explains earned value, project costing, margin, pricing models and project KPIs with worked examples (in German).
- The pricing chapter compares fixed price, time and material, cost cap, retainer and value pricing, including the legal situation in Switzerland, Germany and Austria.
- Also new: cost planning, cost forecasting, investment appraisal, business case, and milestone and advance invoicing, each with worked examples.
- Version 6.68
New: solutions for common project problems
- At flenio.ch/loesungen you will find 50 common problems of service firms, from unbilled hours and overloaded teams to data location, and how Flenio solves them (in German).
- Each solution shows the matching features, a practical example, a three-step approach and, honestly, when Flenio is not the right fit.
- Feature and tool pages now link to the problems they solve.
- Version 6.67
Features in depth: the Swiss finance stack
- New detail pages at flenio.ch/funktionen explain Swiss QR-bill invoicing, bank reconciliation with camt.054 and camt.053, accounting, VAT returns with eCH-0217 and expenses step by step (in German).
- Each page states the plan that includes the feature and openly lists what it does not cover.
- Every detail page links straight to the matching chapter in the handbook.
- Also new in depth: AI project assistant, project wiki, client sharing via link, automations, daily backups in Zurich, and roles with the security log.
- Version 6.66
New expert guides: stakeholders, resources and claim management
- At flenio.ch/wissen you will find two new guides (in German): “Stakeholders and change” and “Resource and capacity planning”, each with worked examples and rules for Switzerland, Germany and Austria.
- New in the project planning guide: a chapter on claim management with deadlines under SIA 118, VOB/B, ÖNORM B 2110 and FIDIC.
- Glossary, templates, checklists and calculators now link directly to the chapter that covers their topic in depth.
- Six frequently used templates, including meeting minutes, risk analysis and project closure report, now come with a step-by-step guide and example (in German).
- Version 6.65
Swiss accounting on the Business plan
- On the Business plan you keep your accounts directly in Flenio: Finance → Overview → “Enable accounting”.
- Invoices and payments are posted automatically, plus supplier invoices via QR code, payment runs, bank reconciliation and expenses.
- VAT return with eCH-0217 file, year-end closing and annual accounts under the Swiss CO. Explained step by step in the handbook under “Finance & accounting”.
- Version 6.64
Credit notes are offset against the invoice
- When you issue a credit note, the original invoice is automatically cancelled or reduced by the amount. Dunning, open items and the QR bill immediately use the correct open amount.
- New: partial credit note for a discount. Under “Credit note”, choose “Credit a partial amount” and enter the amount including VAT.
- The invoice’s payment list shows the offset as its own line “Offset with credit note”.
- If a customer credit remains, record the refund directly on the credit note, optionally with a transfer file for e-banking.
- Version 6.63
New: the “Finance” area
- “Invoices” is now “Finance” and opens with an overview: open and overdue invoices at a glance.
- Your invoices are in the “Invoices” tab as before; existing links keep working.
- Version 6.62
Manage two-factor sign-in more easily
- If two-factor authentication is active, you confirm an older sign-in under Settings → Security with the code from your app.
- Turning it off now works reliably: Flenio asks once for the current code.
- New in the knowledge section: guides on project planning, agile project management, requirements engineering, BPMN and risk management.
- Version 6.61
Correct all time entries
- Under Time → “All entries” you find every time entry for any period — filter by project, status, billability and text.
- Correct older entries, add time later, duplicate or reassign in bulk; admins also correct the team’s entries.
- Every change is recorded in the entry’s history; invoiced entries are protected.
- New: close time tracking (e.g. after month-end) and CSV export of all entries.
- Version 6.60
Trash and daily data backup
- Deleted projects go to the trash for 30 days and can be restored with one click. To delete, you type the project name.
- From Solo, Flenio backs up your workspace daily with versions in Zurich, including all files. Retention up to 90 days.
- Download any version as a ZIP or restore a project from it as a new project — even from a downloaded backup.
- The export now contains all data, is read page by page and checked against the database.
- Version 6.59
Kanban in public links, reliable priority selection
- Public read-only links now show either a list or a Kanban board. Project settings also offer a link that opens the Kanban view directly.
- On the Kanban board, the priority and assignee menus now open fully, including on phones and for cards at the bottom of the screen.
- The method finder on flenio.ch is now also available in English, French and Italian.
- Version 6.58
New on flenio.ch: Flenio in 24 seconds
- The home page now shows a short video of the real app: how the project overview, task details, Kanban and timeline work together.
- Handy for introducing Flenio to your team or clients: just share the link to flenio.ch.