{"id":4308,"date":"2024-12-18T11:50:00","date_gmt":"2024-12-18T09:50:00","guid":{"rendered":"https:\/\/modulus.help\/kb\/?p=4308"},"modified":"2024-12-18T11:52:27","modified_gmt":"2024-12-18T09:52:27","slug":"version-9-5-0","status":"publish","type":"post","link":"https:\/\/modulus.help\/kb\/version-9-5-0\/","title":{"rendered":"Version 9.5.0"},"content":{"rendered":"\n

Changes<\/span><\/h2> \n
    \n
  1. \n [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.\n <\/li>\n
  2. \n [CSH] Cash accounts are now listed in a paginated format for better navigation.\n <\/li>\n
  3. \n [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.\n <\/li>\n
  4. \n [CAB] Payroll Tax Calculation Update:\n
      \n
    • \n Payroll tax calculations are now based on the number of tenure days instead of tenure cycles, ensuring more accurate results.\n <\/li>\n <\/ul>\n <\/li>\n
    • \n [CAB] Enhanced Pay Rule Parameters:\n
        \n
      • Parameters are now grouped into 11 categories:\n
          \n
        1. Cycle Info<\/li>\n
        2. Employee Info<\/li>\n
        3. Employment Info<\/li>\n
        4. Insurance Info<\/li>\n
        5. Tenure Info<\/li>\n
        6. Financial Info<\/li>\n
        7. Attendance Info<\/li>\n
        8. Salary Item<\/li>\n
        9. Vacation Type<\/li>\n
        10. Shift Types<\/li>\n
        11. Pay Code<\/li>\n <\/ol>\n <\/li>\n
        12. Added 6 new parameters:\n
            \n
          1. Payroll Cycle Start Date<\/li>\n
          2. Payroll Cycle End Date<\/li>\n
          3. Attendance Cycle Start Date<\/li>\n
          4. Attendance Cycle End Date<\/li>\n
          5. Contract Type<\/li>\n
          6. Layoff Date<\/li>\n <\/ol>\n <\/li>\n <\/ul>\n <\/li>\n<\/ol>\n\n

            New Features<\/span><\/h2>\n
              \n
            1. [AST] New Asset Import Feature: Supports importing assets via CSV and Google Sheets for creating or updating records.<\/li>\n
            2. [PUR] Voiding: Invoices (Paid\/Partially Paid) and Credit Notes (Settled\/Partially Settled) can now be voided based on configuration.<\/li>\n
            3. [PUR] Invoice Fulfillment Tracking, Added fulfillment percentage indicators: \n
                \n
              • Quantity-based: Received Quantities vs. Purchased Quantities.<\/li>\n
              • Cost-based: Cost of Received Items vs. Purchased Quantities.<\/li>\n <\/ul>\n <\/li>\n
              • [CSH] If cash accounts are mapped to GL accounts, a unified transaction list from the \u201cCash\u201d and \u201cBK\u201d modules is displayed.<\/li>\n
              • [CSH] Non-mapped cash accounts show cash module transactions only.<\/li>\n
              • [CSH] Receivable Cheque Management: \n
                  \n
                • Added cheque fields: Number, Issuer, Issuer Bank, Payee, Collection Account, Endorsement, Maturity Date, Amount, Status, Attachments, Comments, Logs.<\/li>\n
                • Cheques support multiple states: Draft, Received, Cashed, Cleared, Cancelled, Deposited, Dishonored, Void.<\/li>\n
                • Cheques can be edited or deleted in the Draft state.<\/li>\n
                • Logs are recorded for all actions, and journals are created at significant states (if the Bookkeeping module is enabled).<\/li>\n
                • Account Statement Report: Updated with improved details.<\/li>\n <\/ul>\n <\/li>\n
                • [WH] Added functionality to export transactions to CSV.<\/li>\n
                • [HR] Identification Info (ID) can now be bulk imported.<\/li>\n
                • [HR] Two new shift natures were introduced: “Attended In” and “Attended Out.”<\/li>\n
                • [APR] Appraisal Module Enhancements: \n
                    \n
                  • Import employees into the appraisal module.<\/li>\n
                  • List employees linked to the appraisal module.<\/li>\n
                  • Create, edit, view, and list appraisals.<\/li>\n
                  • Assign appraisals to employees.<\/li>\n
                  • Allow appraisers to evaluate appraisees in assignments.<\/li>\n
                  • Introduced “Watchers”: Users who can view appraisal assignments.<\/li>\n <\/ul>\n <\/li>\n
                  • [System] User Import Feature: Supports importing and updating user profiles via CSV and Google Sheets.<\/li>\n
                  • [System] Panoramic Profile: Link multiple client accounts (domains) and swap between them via user-level permissions.<\/li>\n
                  • [System] Live Chat Widget: Authorized users can now connect with the support team directly through MODULUS.<\/li>\n<\/ol>\n\n

                    Bug Fixes<\/span><\/h2>\n
                      \n
                    1. [HR] In Employee Profile Fixed date validation for employee identification information.<\/li>\n
                    2. [HR] Tax Law Creation: Resolved duplication issue for Taxable Salaries in new Tax Law creation.<\/li>\n
                    3. [HR] Vacation records now display correctly when the vacation period intersects with the applied filter range.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

                      Changes [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. [CSH] Cash accounts are now listed in a paginated format for better navigation. [PUR] New Purchase Order Editor Role: A new user level, “Purchase […]<\/p>\n","protected":false},"author":12,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[400],"tags":[403,922,955],"_links":{"self":[{"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/posts\/4308"}],"collection":[{"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/comments?post=4308"}],"version-history":[{"count":10,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/posts\/4308\/revisions"}],"predecessor-version":[{"id":4328,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/posts\/4308\/revisions\/4328"}],"wp:attachment":[{"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/media?parent=4308"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/categories?post=4308"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/modulus.help\/kb\/wp-json\/wp\/v2\/tags?post=4308"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}