Version 9.5.0

Changes

  1. [CSH] Improved Cash Account Usability by removing transaction types and added new flags have been added to accounts to enable use in other modules such as Expense, Purchasing, and Invoicing.
  2. [CSH] Cash accounts are now listed in a paginated format for better navigation.
  3. [PUR] New Purchase Order Editor Role: A new user level, “Purchase Order Editor,” has been introduced with permissions to Add, Edit, Delete, and Change the Status of Purchase Orders.
  4. [CAB] Payroll Tax Calculation Update:
    • Payroll tax calculations are now based on the number of tenure days instead of tenure cycles, ensuring more accurate results.
  5. [CAB] Enhanced Pay Rule Parameters:
    • Parameters are now grouped into 11 categories:
      1. Cycle Info
      2. Employee Info
      3. Employment Info
      4. Insurance Info
      5. Tenure Info
      6. Financial Info
      7. Attendance Info
      8. Salary Item
      9. Vacation Type
      10. Shift Types
      11. Pay Code
    • Added 6 new parameters:
      1. Payroll Cycle Start Date
      2. Payroll Cycle End Date
      3. Attendance Cycle Start Date
      4. Attendance Cycle End Date
      5. Contract Type
      6. Layoff Date

New Features

  1. [AST] New Asset Import Feature: Supports importing assets via CSV and Google Sheets for creating or updating records.
  2. [PUR] Voiding: Invoices (Paid/Partially Paid) and Credit Notes (Settled/Partially Settled) can now be voided based on configuration.
  3. [PUR] Invoice Fulfillment Tracking, Added fulfillment percentage indicators:
    • Quantity-based: Received Quantities vs. Purchased Quantities.
    • Cost-based: Cost of Received Items vs. Purchased Quantities.
  4. [CSH] If cash accounts are mapped to GL accounts, a unified transaction list from the “Cash” and “BK” modules is displayed.
  5. [CSH] Non-mapped cash accounts show cash module transactions only.
  6. [CSH] Receivable Cheque Management:
    • Added cheque fields: Number, Issuer, Issuer Bank, Payee, Collection Account, Endorsement, Maturity Date, Amount, Status, Attachments, Comments, Logs.
    • Cheques support multiple states: Draft, Received, Cashed, Cleared, Cancelled, Deposited, Dishonored, Void.
    • Cheques can be edited or deleted in the Draft state.
    • Logs are recorded for all actions, and journals are created at significant states (if the Bookkeeping module is enabled).
    • Account Statement Report: Updated with improved details.
  7. [WH] Added functionality to export transactions to CSV.
  8. [HR] Identification Info (ID) can now be bulk imported.
  9. [HR] Two new shift natures were introduced: “Attended In” and “Attended Out.”
  10. [APR] Appraisal Module Enhancements:
    • Import employees into the appraisal module.
    • List employees linked to the appraisal module.
    • Create, edit, view, and list appraisals.
    • Assign appraisals to employees.
    • Allow appraisers to evaluate appraisees in assignments.
    • Introduced “Watchers”: Users who can view appraisal assignments.
  11. [System] User Import Feature: Supports importing and updating user profiles via CSV and Google Sheets.
  12. [System] Panoramic Profile: Link multiple client accounts (domains) and swap between them via user-level permissions.
  13. [System] Live Chat Widget: Authorized users can now connect with the support team directly through MODULUS.

Bug Fixes

  1. [HR] In Employee Profile Fixed date validation for employee identification information.
  2. [HR] Tax Law Creation: Resolved duplication issue for Taxable Salaries in new Tax Law creation.
  3. [HR] Vacation records now display correctly when the vacation period intersects with the applied filter range.
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