Changes
- [CNT] Duplicate entity names are now allowed, yet entities such as connections, customers, and suppliers still maintain unique codes.
- [CSH] Users can now void a settled transaction linked to invoices or credit notes in both the invoicing and purchasing systems.
- [CSH] The Create Transaction API now handles the addition of a new related party if it does not already exist.
- [PUR] IDs are now displayed with the ability to search for them across all document types on the following pages:
- Purchase Orders
- Invoices
- Credit Notes
- [PUR] The following features have been added to the purchase order view page:
- A new toolbar action button “+Invoice” to create an invoice from a sent Purchase Order.
- A new toolbar action button “Print” to open the browser’s default print dialog and print the Purchase Order document.
- [INV] IDs are now displayed with the ability to search for them across all documents on the following pages:
- Proforma Invoice
- Sales Invoices
- Sales Receipts
- Credit Notes
- Return Receipts
- [INV] The following APIs now handle adding a new related party if it does not already exist:
- Create Transaction API
- Create Credit Note API
- Create Collection Receipt API
- Create Return Receipt API
- [INV] Users can now specify one or more tax types to apply to a line item via the imported file for the following document types:
- Proforma Invoice
- Sales Invoice
- Sales Receipt
- Credit Note
- [HR] An Insurance Number can now be added even if the employee is not insured by the company or by others.
- [CAB] The payroll cycle calculation sequence has been modified so that payroll cycles are calculated in ascending order. A payroll cycle can only be calculated if the previous cycle has been processed, and payroll cycles must be reset in descending order. This means a cycle cannot be reset if the following cycle is not in a pending state.
New Features
- [SF] Users can now add connections and contact persons from an existing entity.
- [CSH] An automatic settlement feature has been added, allowing users to define matching criteria through the “Automatic Settlement” interface in the setup menu. This enables the automatic matching of cash transactions with sales or purchase invoices based on the invoice number or reference.
- [CSH] A new report has been introduced to track and log all settlement actions in the system. Settlement Logs provide detailed records of each settlement action, facilitating reporting and troubleshooting. To facilitate easier tracking and navigation, the log includes filtering options across various fields.
- [PUR] Authorized users can now unlink invoices from payments or credit notes, and also unlink credit notes from collections or invoices.
- [INV] An API has been added, allowing authorized users to update the status of an invoice to either “Sent” or “Void”.
- [INV] Users can now add customers from an existing entity.
- [INV] Users can now void invoices, whether partially or fully paid, within the number of days defined in the setting “DaysToVoidPaidInvoice.” This will automatically unlink all connections between the invoice and its associated collections and credit notes.
- [INV] Users can now void credit notes, whether partially or fully settled, within the number of days defined in the setting “DaysToVoidSettledCreditNote.” This action will automatically unlink all connections between the credit note and its associated returns and invoices.
- [INV] Authorized users can now unlink invoices from collections or credit notes, and also unlink credit notes from refunds or invoices.
- [APR] The “Appraisal” module has been released. This new module, part of the HR suite, aims to assess employee performance based on regularly conducted appraisal forms.
- [CAB] A new feature has been added to enable cumulative payroll tax calculations across successive payroll cycles within the same fiscal year. This feature includes the ability to configure the start month of the fiscal year and apply cumulative tax deductions over multiple cycles based on the defined tax law.
- Cumulative Calculation: Option added at the tax law level to allow cumulative tax deductions.
- Fiscal Year Start Month: Configuration added to determine the starting month of the tax accumulation period. It will consider the end date of the payroll cycles.
- Accurate Tax Deduction: The system now calculates the total taxable earnings and adjusts tax deductions over payroll cycles by considering previously deducted amounts.
- [CAB] A new “Precondition” tab has been introduced in the Pay Rule edit, allowing users to define conditions or requirements that must be met for the Pay Rule to be applied. For example, apply the “Eid Eideya” pay rule for employees whose religion is Islam and apply the bonus pay rule for employees who have been working for more than one year.
- [CAB] The loan settlement feature has been added, allowing users to record employees’ partial payments toward their loans directly to the company, bypassing the standard installment process.
- [CAB] A new feature has been introduced to maintain a log of actions applied to loan records. The following actions will be recorded in the log table:
- Loan Created
- Loan Deleted
- Installment Value Updated
- Installment Postponed
- Installment Postponement Canceled
- Loan Settlement Added
- Loan Settlement Deleted
Bug Fixes
- [PUR] In Purchase Orders and Invoices pages, the currency filter displayed inactive currencies.
- [PUR] Inactive supplier items could be added to a Purchase Order.
- [PUR] Failed to settle a Credit Note if no invoices were selected.
- [PUR] The GL account for a tax type could not be cleared in the integration setup after a value was set. A new save button has been introduced to enhance user engagement and usability.
- [CAB] When adding a loan to an employee, an error message was displayed, even though the loan was successfully added.