kpi.com April System Enhancements

We perform System Upgrade to enhance the level of service for our customers; below are the most notable new features and updates from the April Upgrade:

Project Management

There have not been major changes within this section but we have introduced minor features requested by some users.

Timesheet- when submitting or reviewing the hours for approval you can not only group by project, employee and client, but also can you now group by dates. This allows the user to clearly see timesheet entries by separate dates.

We have optimized project related email notifications- now your custom fields will also appear. Besides, task status and completion status columns have been added to Project Work-Break Down structure. Last but not least, Zip Code field has been included in Location.

Accounting

Accounting team has spared no effort to introduce new features and enhance the existing ones, below you can familiarize:

New Features

• A standard set of Terms & Conditions for all Purchase Order/Invoices
  Now you can set a standard Terms & Conditions for all Purchase Orders and Invoices
• Fixed Asset & Purchase order relation

Fixed Asset now can easily be related to a Purchase Order

Enhancements

• Advanced Journal Entries
  Manual journal entries are upgraded and as a result, Customer and Supplier balances can easily be manipulated
• Linkable Transaction Data
  Trial Balance, P&L, and Balance Sheet transaction data are now linkable and guide to the Account Transaction list
• Trial Balance Upgrade
  To enhance the usability, beginning and ending balance have been included
• Quickbooks Integration Upgrade
  Major User Interface changes and printable logs have been introduced

CRM

No major changes here either, but we want to ensure you that there have been major optimizations related to Message Center. Email fetching spell is shortened- now the messages are fetched within pre-defined intervals specific to each account.

Also, some email addresses undesirably ended up in black list, where users do not receive emails from the system, due to certain automatic criteria. To solve the problem, we have removed auto-black listing, now email addresses can only be added manually.

Finally, when sending a text message via Clickatell, messages can be sent from your name if defined.

HRMS

Mini calendar in “My Attendance” now displays week-ends, public holidays and approved Leave Requests.

By requests received from our Middle East based customers, a new field for Visa Expiration Date has been added in Employee Profile. Users can also set email reminders right below it.

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