Version 10.1.0

Changes

  1. [EINV] Implemented automatic copying of the Reference field value from Invoice, Credit Note, and Debit Note documents into the corresponding purchaseOrderReference field when submitting an e-document.
  2. [EINV] Implemented automatic copying of the Proforma Invoice Number into the proformaInvoiceNumber field of the corresponding submitted e-document when an Invoice is linked to a Proforma Invoice.
  3. [PUR] Enabled editing of fixed tax values during invoice and credit note creation or update, with automatic gross amount updates while preserving tax scope and calculating taxes based only on item prices.
  4. [HR] Enabled disabling of departments only when they have no active sub-departments or positions, and removed disabled departments from new employee forms and department filter fields.
  5. [HR] Enabled disabling of positions only when no active employees are assigned, and excluded disabled positions from new employee forms and all position filter fields.
  6. [HR] Enabled editing of “Vacation Type Recharge Policy” fields even when the type is in use, with all changes recorded in the Vacation Type Edit Logs.
  7. [HR] Reordered Schedule Template action buttons by switching the Disable and Delete buttons to match the standard system button order.
  8. [HR] Renamed the Configuration to “Restrict GPS Sign-in/out to Branch Geofence” and updated its behavior for controlling sign-in/out locations.
  9. [HR] Detected missed vacation entitlement recharges when creating an employee with a past join date and prompted users to review and apply them.
  10. [HR] Redesigned the Employees Manual Import with a multi-step wizard for improved efficiency and accuracy.

    Key Capabilities:

    • Data Upload: File limits, template download, column guidelines, automatic detection of new departments and positions, data scrubbing, and mandatory/optional field validation.
    • Data Mapping: Auto-mapped columns with manual corrections, validation of required fields, and auto-guessing of date formats.
    • New Departments & Positions: Automatic detection, inline and bulk editing of attributes, name sanitization, and validation to prevent conflicts.
    • Data Preview: Inline browser validation with visual indicators, client-side filtering, and in-browser correction of invalid rows.
    • Import Result: Warnings for low success rates, downloadable success/failure reports, and confirmation dialogs.

    This redesign streamlines employee import, ensures accurate data, and gives full control over new departments, positions, and field validation.

  11. [CAB] Updated Payroll Cycle (From/To) filters to show all calculated and approved cycles in descending order, prioritizing recent cycles.

New Features

  1. [CSH] Added a new Draft status for Cash Transfer, allowing users to create transfers without immediately generating journal entries or cash transactions.

    Key Capabilities:

    • Create transfers in Draft without generating financial transactions.
    • Edit, print (with Draft indicator), or delete Draft transfers at any time.
    • Promote Draft transfers to Approved to automatically generate cash transactions and journal entries.
    • Approved transfers become locked from further edits.
  2. [CSH] Consolidated row actions into a dropdown menu for a cleaner user interface.
  3. [CSH] Enabled selection of a specific Void Date when voiding a Cash Transfer for more accurate financial recording.
  4. [CSH] Updated Transfer Voucher printouts to display the action dates of both the transfer creator and approver.
  5. [EINV] Added a new action button in the Documents Listing page to download the PDF version of a document directly from the e-Invoice portal.
  6. [TKT] Updated ticket creation to display the selected Ticket Type’s description inline and order ticket types alphabetically.
  7. [TKT] Updated ticket behavior so that when a ticket is claimed or assigned to an agent, the agent is automatically removed from the Collaborators list.
  8. [TKT] Added Time to First Response as a configurable metric in SLA setup.
  9. [TKT] Enabled SLA time calculation to be configured using either working hours or calendar hours.
  10. [HR] Added new configuration keys: “Reject Logs Out Of Range” and “GPS Logs Upper Accuracy Limit” for enhanced GPS log validation.
  11. [HR] Added a toolbar button to re-match “HOLD” GPS logs within a selected date range against updated GPS parameters.
  12. [HR] Added a Logs page for Vacation Types to capture create and update actions with full change history.
  13. [HR] Enhanced Attendance Logs page filters with multi-selection support, new validation filters, improved export tracking, and performance optimizations.
  14. [HR] Enhanced the Assign Schedule Template dialog with improved UI, configurable weekend and holiday statuses, and default template assignment.
  15. [HR] Updated the Schedule dialog with improved warnings, refined date display, conditional weekend/holiday status options, and autocomplete for Shift Type.
  16. [HR] Updated Overtime Requests so that those remaining Pending when their Attendance Cycle is locked are automatically marked as Obsolete and cannot be approved.
  18. [HR] Restructured Permission Types with a dedicated setup page and configurable rules, enabling dynamic assignment of departments, duration ranges, and requestability settings.

    Key Capabilities:

    • Setup: Created/edited permission types with attributes like Name, Hours/Count per Attendance Cycle, Allowed Minutes, Reduce Target, Assigned Departments, and Auto Approve.
    • Requests & Validation: Enabled Employees, Heads, and Supervisors to add, approve, or cancel requests with validation on duration, counts, working days, and overlapping permissions.
    • Reports & Widgets: Updated Attendance Reports, dashboards, and widgets to include permission types with correct totals and cross-day handling.
    • Migration & Integration: Migrated existing permissions to the new structure and integrated with Pay Rules and attendance tables.
  19. [HR] Tracked all create and update actions for Permission Types, recording full change history in Permission Type Logs.
  20. [CAB] Enabled Payroll and Attendance Cycle start day configuration for days 1–28, with validation to prevent invalid values.
  21. [ORG] Automated re-matching of “HOLD” GPS logs in open cycles when branch GPS coordinates are added or updated.

Bug Fixes

  1. [CSH] Fixed the User Mapping page to hide the Finance Book field and display only the relevant mapping fields.
  2. [CSH] Fixed an issue where saving an account while bookkeeping integration was disabled caused a silent 400 error; a proper UI error message is now shown.
  3. [EXP] Fixed a misleading “Error Failed to Check Enability” message when saving a new expense form.
  4. [EXP] Fixed an issue preventing the creation of paid expenses and improved cash book integration behavior.
  5. [WH] Fixed Warehouse module integrations to properly display linked account names in integrated sections.
  6. [TSK] Fixed an issue where the progress bar did not fully display completion when a Task Group reached 100%.
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