General
Performance
Typically, each screen is 3.7 times faster, while Websites and E-commerce pages are 2.7 times faster on average.
Dashboard
The new summary table interface helps to centralize and make report data more user-friendly. It is easier to filter and search.
Additional Customization Fields
Users can now add additional fields in the Lead/Opportunity and Task sections.
Command Bar
Supports opening the menu in a new window when using the shortcut command bar (Ctrl + K).
Editor
Collaborative editing tools have been replaced by an HTML editor. Additionally, the editor toolbar interface has been improved.
Editor: table editing
Allows adding, moving, resizing columns and rows in a table. Setting individual backgrounds for each cell in the table.
Editor: user icon
Displays a user icon when collaborating on text fields.
Email Digest
Users can unsubscribe from receiving digest information emails.
Email template: customization
Customize layout and content of email templates from General Settings.
Email template: reset
From the email template view, allow resetting a corrupted email template with a single click to continue working.
GDPR Module
Add/Allow the Privacy Lookup action to search for all occurrences of Contacts and store/delete them if necessary, as well as the Recycle Rule on record in the Data Cleansing application.
Access Rights Label for HR Application
Adjust to standardize the names of access rights groups for HR applications.
Multilingual Support
Allow the installation of multiple languages simultaneously.
PDF Preview
All links are openable in a new window when previewing the PDF.
Portal Account Deactivation
Portal users can self-delete their accounts.
UTM Parameters
Users with the required access rights can delete UTM records with some restrictions.
Accounting
Administration
Add additional utility tools on invoices to facilitate the allocation of administration, administration planning, and administration allocation model.
Discount Payment
Additional the discount feature in the payment terms. This will propose the reduced amount on the payment record if applicable.
Cut-off Entries Label
Improve the label of the cut-off journal for better understanding when viewing reports.
Data Import
Add instructions and templates for importing accounting data such as contacts, chart of accounts.
Drag and Drop Data Upload
Load data by dragging and dropping on the Accounting Dashboards.
Widget of Payment on Invoices
Payment information on invoices is improved for multi-currency transactions: exchange rate difference entries is displayed (if any) and the amount in the details is shown in both the company's currency and the original currency.
Group name for the journal
The name of the journal group is now set to be unique.
Partner's bank account
The management of the partner's bank account has been improved: all changes are saved in the chat window.
Partner's bank account number
Allow assigning the same bank account number to different partners.
Payment terms
Define a new payment term screen. Add methods for calculating the due date and real-life examples.
Total payment amount
Display the total amount when grouping by any criteria on the payment list.
Warning on the Purchase and Sales Journal
Display a warning on the accounting dashboard when the sequence of the purchase and sales journal is not continuous.
Storno Accounting
Allow the use of negative Debit and Credit entries to reverse initial accounting entries by activating the Accounting Storno setting.
Default account configuration
Add default accounts for other receivables/payables, borrowing/lending transactions. This helps to facilitate automatic and accurate accounting.
Account Automatic Transfer/Allocation
Linking the arising transfers and allocations. Helps to easily trace the origins of these transactions.
Invoice Output type on "Partner"
Additional the setting Invoice Output Type on the Partner as Invoice or Purchase Receipt in the Partner's profile.
Transfer / Allocation Document
Support transfer / allocation of surplus from this partner to another partner.
Account Automatic Transfer/Allocation rules
Improve the setup of automatic transfer / allocation rules to be more flexible and faster.
Bank payment via QR code
Support additional bank payment methods by scanning QR codes.
S-Invoice Integration
Remove version 1 of S-Invoice, only support version 2 as version 1 is officially outdated.
Accounting report
The new accounting reporting platform is more flexible, helping to improve the interface and user experience. It also increases efficiency when viewing reports and makes it easy to trace the source of data.
Account Analytic Plan for Departments
Account Analytics Plan will be used by adding for all analytic accounts corresponding to each department.
Assets
Automatically identify and suggest Asset Groups in accounting transactions.
Accounting - Localization
Austria
Financial reports are now designed to allow calculations based on the account code prefixes, account types, and account tags.
Brazil
Chart of accounts and the taxes have been improved to provide more detailed information.
Bulgaria
Chart of accounts and the tax systems have been improved to provide more detailed information
Chile
The financial reports are now designed to allow calculations based on account balances, account types, and account tags.
Denmark
The financial reports are now designed to allow calculations based on account balances, account types, and account tags.
Ecuador
The accounting and tax systems have been improved to provide more detailed information.
Egypt
Fully integrated with the Egyptian Tax Authority portal. Invoices from companies and individuals can be sent to the portal with just one click.
Germany
Export DATEV with or without PDF files of the invoices.
Hungary
The account and tax system has been improved to provide more detailed information.
Indonesia
The account and tax system has been improved to provide more detailed information.
Lithuania
Financial reports are now designed to allow calculations based on the head of accounting accounts, account types, and account cards.
Luxembourg
Financial reports are now designed to allow calculations based on the head of accounting accounts, account types, and account cards.
Mexico
Financial reports are now designed to allow calculations based on the head of accounting accounts, account types, and account cards.
Peru
A new field has been added in taxes and XML adjustments to use the ISC tax for Peru's goods on electronic invoices.
Saudi Arabia
All types of value-added taxes are added, linked to appropriate accounts on the chart of accounts, and linked to ZATCA-compliant tax compliance reports.
Serbia
The accounting and tax systems have been improved to provide more detailed information.
Slovenia
The accounting and tax systems have been improved to provide additional detailed information.
Spain
Financial reports are now designed to allow calculations based on account heads, account types, and account cards.
Sweden
The financial report is now designed to allow calculations based on account heads, account types, and account tags.
Switzerland
The Din5008 formats are currently independent of German localization. Batch invoice QR printing.
Vietnam
Change the account type of the first account for both Circular 200 and 133:
- 113: Current assets -> Cash and Cash Equivalents
- 138: Current assets -> Accounts Receivable
- 214: Depreciation -> Long-term assets
- 338: Short-term liabilities -> Accounts Portable
Calendar
Readability
Enhancing the calendar color scheme to improve readability.
Video Calls
Create a video call from the Calendar.
CRM
Lost Reason
Adding a conclusion/comment when an opportunity is marked as a failure.
Merging Leads
After merging Potentials/Opportunities, the merged information will be automatically condensed to improve readability. Additionally, all empty information fields of the target Potential/Opportunity will be filled with the source Potential/Opportunity information.
Revenue Recurring
Total periodic revenue is displayed in the column header of the Kanban view mode.
Identified the Similar Lead
Identified the similar lead based on phone numbers.
Discuss
Emojis
Add multiple emoji options structured by category and search function.
Join/Leave Notification
Notice of join/leaving the redesigned channels for less attention.
Start a direct conversation with the mentioned/member name
Initiate a direct conversation with a user by clicking on @mention, either in the direct conversation/chat window or by mentioning the user's name in the Discussion.
Link Previews
A link previews are displayed when a message is sent.
Image download button
Added a Download button when hovering over an image in a discussion or chat window
Video Calls Interface
The video calls interface has been enhanced with a dedicated settings page displayed on the left side of the video call screen.
E-commerce
Abandoned Carts Reminders
Automatically send abandoned cart reminders to customers.
Alternate Product Block
Customize the 'Alternate Product' block at the end of the product page.
Archived Product Variants
It is impossible to choose the product variants archived in e -commerce anymore.
Attribute display type
Allows for changing the display types of product attributes (buttons, radio buttons, colors, etc.) from the front-end interface.
Back in stock notifications
Customers can be notified when a product is back in stock. They can sign up directly on the product page, even without logging in.
Discount vouchers, Loyalty Cards, and E-wallet
Provide customers with promotional programs, discount vouchers, loyalty cards, and gift cards. Track their usage across POS, Sales, and E-commerce applications.
Customer address automatically filled and verified
Utilize Google's Places API to provide automatic address fill and verification during E-commerce checkout.
Required login option
The capability to establish login prerequisites for making payments on an e-commerce site.
Mondial Relay delivery
Enable customers to select a Mondial Relay pickup point when making a purchase.
Page option
Change the page option in the editing mode from the right editor panel.
On-site pickup and payment
Add the option for in-store pickup and payment when checking out.
Prevent sales of products
Allow the option to replace the "Add to Cart" button with a "Contact" button when the product price is 0.
Product Snippet
Redesigned product snippet.
Product Tags
Facilitate filtering of products from the back-end and front-end by using product tags
Default Product Sorting
Set default product sorting on the shop page.
Re-order from Portal
Allow customers to re-order similar products from their portal.
Shop Page
New design for the shop page.
Filters
Redesigned filters. They appear on the right side of the mobile device. Filter categories using the new film strip bar.
Snippet: Add to Cart
Create buttons to add products to the customer's cart.
E-learning
Selling courses
Add a new product type called "Courses".
Course duplication
When duplicating a course, all the content of the course is also duplicated.
Content status
Attendees can mark content as completed or not completed.
Exam history
Attendees can view all of their certification exam efforts.
Email Marketing
Using Images
Quickly use images to send emails.
Import mailing list contacts
Import contacts into the mailing list by pasting email addresses. Download the mailing list contact import template to quickly see how to format them.
Contact Mass Editing
Edit contact for batch mailings from the List view mode.
Newsletter Snippets
Customize Newsletter Snippets on the website and create custom forms.
Mailing Reports
Turn off 24-hour email report statistics in the settings section.
Employees
Departments
Statistics button on the Department details to display the number of employees.
Employee Tags
Users with Officer rights can edit the Employee Tags.
Filter and Search
Add filters 'My Team' and 'My Department' to the Employee view mode and search options by "Manager".
Fleet
Replace "claim car" report with the "car" smart button, which now displays an employee's vehicle history.
Mexico
Localize the Employee app for Mexico with additional fields in the employee profile.
New employee: create user
Add the 'create user' function while viewing an employee's profile.
Events
Required question
Creating required questions for events.
Registration statistics
Track event registrations with a dedicated statistics button.
Revenue report
Overview of event revenue in a specialized report menu.
Tags sorting
Sort event tags as you want on your website.
Timezones on the website
The timezones are now displayed next to the time on all pages of an event to avoid confusion.
Expenses
Default journals
The default journal configuration is used when creating employee expenses.
Link to Sales Order
Access the Sales Order related to the expense directly on the Expense Report.
Tax Compatibility
All tax setups (whether included in the price or not) are now supported by Expenses.
Improve User Experience
Add default expense category in the first installation of the application. The menu and filters have been simplified. Create batch expenses by dragging and dropping receipts in the application.
Supplier invoice
Improve the process of creating and making payment of vendor bills in accordance with accounting standards. Allow separating taxes on expenses.
Fleet
Improve User Experience
CO2 emissions, Recurring costs, and Activation costs are now being tracked in the chatter. Various changes to improve the user experience.
License plate
Add the "Cancellation Date" field, which is the date the vehicle's license plate is canceled/removed.
Inventory
Batch Transfers
Allow configuring the automation of batch transfer based on destination address, carrier, or destination country for each Operation type.
Backorders
Decide whether backorders are automatically generated for each Operation Type or not.
Inventory Adjustements
Add information about Storage Categories and Last Count Date. Add 'Apply All' button at the top of the screen and filter for starred products.
Lots and Packages
Now, it is possible to create GS1 labels for lost and serial numbers (including product, lot/serial number, expiration date, and sell to date). Printing package content also includes printing a datamatrix code for all content (including lot/serial number, expiration date, etc.).
Replenishment Locations
Automate the location for resupply by setting them as Replenishment Locations. Use the left panel on replenishment to sort by location and/or product category.
Reports and Menus
Redesigned all reports. and menus. Easily move from one report to another.
Transfer: Done Quantity
Easily edit the quantity done in transfer operations.
Supply replenishment: Visibility Days
Adjust the visibility days on a restocking rule to account for the required quantity after the forecasted date.
Live Chat
Chatbot
Utilize a chatbot to greet and assist website visitors
Lunch
Delivery notification
Add a "Confirm Reception" button to notify employees when their lunch has been delivered
Order Sent
Add a new stage as "Order Sent"
Manufacturing
Allocation reports
Reports for allocation are now accessible for manufacturing orders. When two manufacturing orders are linked, it automatically establishes parent/child relationships. If a manufacturing order is associated with a sales order, the customer portal now displays its reference and status.
Continuous production
On the Manufacturing Operation Type, it allows for automatic consumption setup of the lot/serial numbers during production
BoM Valuation by Kit
Set up cost sharing for BOM kit components to automatically allocate order pricing when valuing the components.
Manual MO Consumption
Select/mark components on bill of materials need to be recorded manually during the production process. Make sure these components consumption be recorded manually before finalizing the production order.
BoM Overview
The Cost Structure report has been renamed to Overview and redesigned. Additional delivery time and Available Date have been added
Split and merge MO
Split manufacturing orders for mass production or spliting and assigning production to different employees/manufacture areas. Merge manufacturing orders for mass production or planning.
Search by Product
Search for work orders by final product
Online Payments
Alipay/Ogone/PayUmoney/PayU Latam no longer available
Alipay, Ogone, PayUmoney, and PayU Latam are no longer available. They will be removed in the future
Amazon Payment Services
Amazon Payment Services is an online payment service provider for the Middle East
Adyen: Manual payment
The feature to activate two-step payments for Adyen has been added, allowing the first booking of the amount on the card, followed by the manual capture of the amount (e.g., for hotel reservations).
AsiaPay
AsiaPay is an online payment provider for several APAC countries
Customer information portal
The payment method (token) of the providers has been disabled and hidden from the customer information portal.
Demo Provider
The 'Demo' payment service provider currently supports all additional payment features: saving cards for later use, manual payment, customer fees, and refunds. Users can also choose their payment outcome to test different payment processes.
Express Checkout
Enable quick checkout for Google Pay and Apple Pay users with Stripe: automatic filling of billing and shipping addresses.
Filter Providers
Based on the maximum payment amount, filter which suppliers are displayed on payment forms.
Flutterwave
Flutterwave is an online payment provider for Africa.
Invoicing/Accounting
Online payment providers can now be used without installing the Invoicing/Accounting app.
Mercado Pago
Mercado Pago is an online payment provider for Latin America.
Razorpay
Razorpay is an online payment provider for India.
Stripe: manual payment
Added the option to enable two-step payment for Stripe by pre-authorizing the amount on the card, then manually processing the payment (e.g. for hotel room bookings).
Hide Providers
Cancel posting online payment providers to hide them from customers.
Project
Milestone on Tasks
Link milestone to tasks and mark them as reached when the task is done.
Reports: Project Updates
The overview page of Project Updates has been improved to track project profitability more effectively, providing an overview of costs, revenue, profit, and budget.
Service Invoice Policy: Product Milestones and Manual
Provide services automatically by associating them with project milestones using the 'based on milestones' invoicing policy. Alternatively, provide services manually using the 'based on delivered quantity (manual)' invoicing policy.
Purchase
Bill Price Matching
Redesigned the bid invitation function. Create alternative quote requests and compare them easily, comprehensively, or line by line. No need to create a dedicated purchase agreement.
Purchase History
View the purchase history of a product on RfQs, helping to track the price of that product.
Payroll
Probation contract
Allow setting up probation contracts as well as rules and salary structure for probation contracts.
Work Entry
Calculate salaries through the work entries:
- Represent the work entry as a "Worked Days" table to easily summarize working hours and serve for salary calculation.
- Only approved work entries can be used for salary calculation. Periodic action to automatically approve work entries.
Point of Sale
Coupons, Loyalty Cards
Offer customers promotions, discount coupons, loyalty programs, and gift cards. Track their usage across POS, Sales, and E-commerce applications.
E-wallet
Introduce a new multi-channel wallet that allows for purchasing goods or receiving refunds at the POS.
General Settings
Manage PoS configurations from the general settings. Switch between PoS configurations like switching between web pages. Easily search through cleaned up and reorganized settings.
Global Barcode Rules
The current barcode rules are global and apply to all PoS.
Simple Interface
Many improvements in usability on all POS screens to make usage easier.
Recruitment
Skills on Applicant
Set up skills for candidates; they will be transferred to employees if created.
Improved Views
Redesigned the overview page to make them more visual, along with some improvements for multiple view modes.
Interviewer Access
Add users as 'Interviewers' to the job description or candidate profile so they can access candidate profiles without full access to the Recruitment app.
Sales
Canceled SO Confirmation
When canceling a sales order sent to the customer, users must confirm the cancellation. There is also an option to send an email to the customer.
Canceled SO/Invoice Payment
Prevent users from paying for canceled sales orders or invoices by the payment link.
Coupons, Loyalty Cards and E-wallet
Providing customers with promotional programs, discount vouchers, loyalty cards, and gift cards. Tracking their usage on POS applications, Sales, and E-commerce.
Down Payments Readability
Enhanced the user experience for linking a down payment invoice to a sales order.
Promotion program
Flexible configuration of conditions and rewards when applied to subscribers
Time Off
Accrual Plans: Transfers
Allowing the setup of the maximum number of days that can be carried over to the next year in the accumulation plan.
Holidays
Time off requests will be canceled and reissued if a public day off is created on that day.
Stress Days
Creating 'Stress days' when employees cannot request for leave.
Time off types
Default filters have been added to only show relevant information when using the "time off" and "allocation" smart buttons on the "time off type" configuration.
Confirmation
Improved error notification when two leave periods overlap.
Website
Back-end view mode
Access the back-end view mode of products, events with just a click of a new button.
Homepage
Set the homepage of the website in settings: choose a page such as Events or Shop.
Event content block
Introduce events anywhere on the website with the Dynamic Event block.
GIF Icon
Icons can now be used as GIF images.
Grid Layout
Enable grid mode on a block to have full control over its components.
Transparent Background for Mega Menu
Mega menu can now use a transparent background color.
Live Chat Icon
Live chat has been replaced with a floating icon.
Editing Mode on Mobile
Edit the website in view mode on mobile devices.
Pre-set Country Code for Phone Number
The country code for phone numbers is now pre-set using GeoIP information on the website's contact form.
Scroll Animation
Add scroll animation.
Website Menu Restructuring
Quickly view all pages and objects of the website with the website menu
Display: Mobile device and/or Desktop
Set up content blocks to display only on mobile devices, desktops, or both
Website Menu
Backend and frontend menus have been merged for smooth navigation between the two menus
Work Entry
Work entry management
- Manage all types of work entries for your employees.
- Analyze, evaluate, and support salary calculation for everyone's work.
Contract
Automatically create work entries according to the contract's working schedule
Timeoff
Identify work entries during time off
Attendance
Automatically create work entries according to the attendance of the contract
Overtime
Add additional overtime information to the work entries
Subscription
E-commerce
Allow changing subscription cycles when ordering online
Subscription invoice
Only issue invoices after payment is done, avoiding creating multiple unnecessary invoices for unpaid orders
Portal
Improve the interface for mangement and patment of subsciption oroders