Employee central
- While creating an employee/contractor, each information filling tab can now be saved individually at any instance and can restart later from where it was left.
- The restart process can be done under the ‘Pending List’ option.
- Auto alerts to the insurance provider on hiring and terminating employees.
Accounting – receivables
- Invoice timesheet attachment feature,
- Provision has been given to attach the employee uploaded - client approved timesheet and send the attachments along with the invoice in email during invoice generation
- To view and select the uploaded timesheet files, the ‘Attach Timesheet's icon’ has been implemented.
Work order
- Internal project module,
- Provision to add internal project as a Work order has been newly implemented, with minimal details of the project.
- It is mainly used for in-house projects, allocating resources can be done for the same in resource allocation.
Settings
- QuickBooks Integration,
- QuickBooks is now integrated with the application for the vendor, customer details and Payment terms.
- The data from the QuickBooks are fetched and displayed in the application, under the new tab called ‘Q’ Book integration ’. The data from this tab can be updated in the application.
- The vendor and customer data will get updated in partner details.
- New tab namely payment details is implemented for the updated payment terms.
- Easy email capturing of insurance providers through company details.
Enhancement
- Reports:
- In utilization reports, under active employees:
- Now reports can be filtered and sorted based on the cost center.
- Introduced export CSV option to download the utilization reports in CSV (Comma Separated Values) format.
- Accounting – receivables:
- Invoice download option,
- Invoice download option has been implemented in Invoice Updating, Invoice Report and Pending Payments tab. This is mainly implemented in order to view the Hours, Rate and Discount details of the original invoice.
- By clicking the invoice number, the respective Invoice will get downloaded for viewing and can also be saved in the system.
- Sub-Contractor onboarding:
- Welcome Email generation,
- Initiation of welcome email to the contractor on initiating a Sub-Contractor onboarding request by a Sales personnel.
- The email consists of a welcome note with their designation, client name and the start date of the project.