December 2023

20 Dec 2023

I-9/ E-Verify

  1. Incorporation of I-9 & E-Verify for onboarding USA employees. 
  2. Complete document signing process can be digitalized by enabling Twilio for seamless video recording
  3. Adobe's interactive features for secure document signing. 

Enhancements

Settings

  1. Sales > Customer Invoice Schedule --> Display of Customers and Clients were made specific with respect to the custom invoice schedule. 
  2. Under the Company Info tab, now calculate leaves based on the calendar from April to May, ensuring accurate and efficient leave management. 
  3. Ability to remove incorrectly synced or unwanted accounts and items from the EmployEz dropdown values, ensuring accurate and streamlined data management. 

Reports

  1. Customer and End Client names were shown with respect to projects for better clarity and accuracy. 

Receivables

  1. Due date is automatically calculated based on the invoice date and payment terms when the invoice is generated. 

Sub-Contractor Onboarding

  1. Added a Federal ID/EIN field to the Supplier Onboarding Page, facilitating the collection of essential supplier information.

Others

  1. Settings > Yearly Activities 
  2. Vacation transfers are tailored to each Business Unit's needs, ensuring seamless and customized management of vacation balances



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