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Versions précédentes

Liste des fonctionnalités

Version 2.7
General - Possibility to recover soft-deleted items. - Done
General - Implementation of workflow processes on the system. - Done
General - Implementation of a new module of notifications for different tasks to be processed by the users. - Done
General - Implementation of group of users. - Done
General - Automatic accrual accounting. - Done
General - Automatic FX adjustments on accounts. - Done
General - Implementation of custom security roles at the organization level. - Done
Clients - Adding a note for advanced invoicing, thus permitting to display a "warning" message while generating sales invoices. - Done
Contact - Adding a notion of "TAGS" like in documents to the contact, thus enabling analytics using those tags. - Done
Orders - Improvement of orders by adding orders specific tasks with specific pricing. Done
Orders - Implementation of 2 steps validation on sales orders. - Done
Orders - Implementation of mass emailing on orders. - Done
Payroll - Integration of employees group thus permitting to have different rates of insurances for diferent group of employees. - Done
Payroll - Integration of the notion of CLA within the system. - Done
Payroll - Salary slips can be emailed to the employee automatically. - Done
Purchases - Implementing 2 steps validation on purchase invoices. - Done
Report - Improvement of VAT report to automatically adjust each period based on previous ones and transfer automatically balance to VAT account. - Done
Sales Invoices - Send the Sales Invoices automatically to the clients from the system by emails. - Done
Sales Invoices - Implementation of 2 steps validation on sales invoices. - Done
Sales Invoices - Implementation of mass emailing on sales invoices. - Done
Suppliers Invoices - Add Billed/Unbilled status for expenses to be able to trace them throughout the system.- Done
 
Version 2.6
General - Users will be able to define the number of licenses they want and licences will be charged using credit cards. - Done
General - The tick filter on lists will support the null searches. - Done
General - New specific permissions for the Contacts' documents (eg. documents specific to an employee will be seen only by that employee/HR manager. - Done
General - New permissions for Salary Config, PDF Templates and Currencies. - Done
Absence management - Simple absences handling. - Done
Balance - Improve the date filter for Balance (Use same approach, as for the Reporting modules) - Done
Balance - Add the "Last Year" columns for comparison & modify the export from this module - Done
Contacts - Add the functionality of "Send Instructions" by email to the users.
Dashboard - New column for "Invoices for Review" - adding an error column on the purchase invoices if the invoice was entered incorrectly. - Done
Dashboard - New Widget - the amount of "New" and untreated purchase invoice scans. - Done
Dashboard - New Widget - the number of EFT employees during a period of time. - Done
Dashboard - Average Receivables and Payables (Weighted - including open invoices and amount based). - Done
Purchase invoices - Integration of QR bill. - Done
Reports - Full ratios reports, including comparison with previous period. - Done
Reporting - New report to analyze the orders in terms of profitability. - Done
Reporting - Adding the "Last Year" column for comparison and improvements on the export. - Done
Reporting - New report showing financials ratios. - Done
Sales invoices - Possibility to automatically generate payments dates for a duration (eg. generate 60 payment dates between 1st of January 2020 and December 2024 every month). - Done
Sales invoices - Emission of QR bill. - Done
Timesheets - Add the advanced filter for timesheets to be able to filter tasks, business units, billable rates, cost rates, etc. - Done
 
Version 2.5
General - Machine learning will be implemented on the purchase invoices and the system will account invoices automatically. - Done
General - The tick filter on lists will the null searches. - Done
General - The tick filter on lists will support the null searches. - Done
General - Possibility to exclude results when using filters text fields. - Done
General - Possibility to sort on errors in the lists. - Done
Contacts - Possibility to add custom fields and values. - Done
Dashboard - New column fo "Overdue Receivables" - adding a column showing the "Open" but not yet "Overdue" amounts. - Done
Orders - Possibility to view all the timesheets linked to a specific order. - Done
Orders - Possibility to view all the expenses linked to a specific order. - Done
Reports - Balance report will add new date filters. - Done
 
Version 2.3
General - Possibility to search and sort errors in the lists. - Done.
Articles - Articles can be translated in the languages the oragnization uses. - Done.
Articles - Articles will be flagged as "Archived" to be able to see only active articles in the lists - Done.
Contacts - Possibility to setup default address for orders and sales invoices. - Done
Contacts - Contacts will be flagged as "Archived" to be able to see only active contacts in the lists - Done.
Contacts - Users will be able to add cutom fields to the contacts, thus enabling adding additional information to the system. - Done.
Contacts - Credit limit on contacts will be enforced. Once the total amount of the overdue invoices reaches the credit limit, no new order can be confirmed and staff cannot timesheet on the contact. - Done.
Contacts - Contacts of type "Corporation" will add the "Relations" section as it already exists on the contact of type "Individual" - Done.
Dashboard - New widget showing the Expense Breakdown per supplier per period and per Business Unit will be implemented. - Done
Dashboard - New widget showing the Revenue Breakdown per client per period and per Business Unit will be implemented. - Done
Dashboard - New widget showing a 12 month rolling comparaison between Revenue and Expenses will be implemented. - Done
Orders - Default order values autocomplete when creating new order (Date, VAT, Currency). - Done
Purchase invoices - Add the sorting ability on the Payment table.
Reporting - Add a date filter for the Balance sheet (so that user will be able to select the date of the balance sheet by inputting the date. - Done
Sales invoices - Add the sorting ability on the Payment table.
Stocks - Implementation of a new stock method called "Trading". This method will help people keep track of there trading stocks (in - out - quantities left), but will have no impact on the accounting side. - Done
 
Version 2.2
General - Add organization related documents which are not linked to a specific contact. - Done
General - Customizable home screen. Users will be able to choose the module they want to open by default, not only the dashboard. - Done
Contacts - Add the functionality of adding notes to the contact (automatically and/or manually - CRM type). - Done
Contacts - Add the possibility to have contact persons in a company. Those contact persons will also be used in the notes tabs. - Done
My Wealthings - Employees have access to their salary slips. - Done
My Wealthings - Users have access to their own full timesheet report. - Done
Payables - Block the paid amount filed if the currency of the requested amount matches the currency of the paid amount. - Done
Orders - Adding the document functionality to orders (ability to upload the orders). - Done
Orders - Adding the automatic order numbering facility. - Done
Orders - Invoices can be generated to do one or multiple pre-payments on an order. - Done
Reconciliation - Automatically reconcile matching entries. - Done
Reconciliation - Manually match non-matching entries to invoices. - Done
Reconciliation - Fast create a journal entry (for bank charges and not-covered by invoices entries). - Done
Stocks - Improvement on Shipments tab - partial delivery - ability to roll-back the amount and get back to initial state. - Done