Usability

Activities

Usability improvements for activity scheduling.

Google Drive

Improved Google Drive configuration.

Lead/Opportunity

Improved partner creation and orders stat buttons from an opportunity. 

Gantt

Refactored Gantt view with Drag & Drop, resizing and records creation with easy clicks. 

Snailmail (IAP)

Improved usability and error management when sending letters through snailmail. 

Dashboards    

Filter data on the last 5 years.

Sales Orders

Improved mobile view to ease the navigation and user experience. 

Accounting

Usability

The chatter is available on Journal & Journal Entry.

Usability

Jump in the manual reconciliation widget for the selected partner in one click while watching an aged receivable/payable or a partner ledger.

Suspense Account Entries

Clean approach to manage the transactions that could not be determined at the time that the transaction was recorded.


Reconciliation model

New “smart button” allowing finding all reconciled entries.

Bank reconciliation widget

New global search where you can find bank statement lines.


Bank reconciliation widget

Let's you reconcile a payment with both a receivable and a payable.

Activities

Document request

New activity type to request the upload of a document from a record.

Approvals

Categories

Use or set up categories of approvals: procurement, business travel.

Approver

New field to define who has to approve the request: employee's manager, hr responsible, ...

Requests

Employees can now create requests.

Activities

Get notify if you have to approve or refuse a new request.

Notification

Employees are notified about the results of the request.

CRM 

Activity Report

New pipeline proactivity report, combining messages and activities. Powerful filters using opportunity and mail objects.

Lead Mining (IAP)

From your pipeline, generate new leads based on their country, technologies, size, etc.

eCommerce 

Product Images

Main product image is sized the same way than extra images. Extra images can be added to product variants.

PayU Latam

The most popular payment acquirer in Latin America is now available for online payments: eCommerce, quotations, invoices. It is available in Argentina, Brazil, Chile, Columbia, Mexico, Panama & Peru.

eLearning

New platform 

Brand new platform for eLearning, new design, new user experience. 

Quizz

New quizz form possibilities for the platform.

Profile

Brand new profile with ranks, badges, access to your favorite courses, .... 

Profile

Brand new profile with ranks, badges, access to your favorite courses, .... 

Certification  

Brand new certification process with payment possibilities, rules, timing, ... 

Email Marketing

Conversion KPIs

Conversion KPIs on each email sent (using UTM trackers on call-to-actions): # of leads created, # of orders created, revenue generated.

Differentiate Subject/Name of the email

You can now add a name to your mass mailing that can be different from the subject to help you organizing your pipeline.

Employee

Preferences

Manage user preferences and employees data in a single place.

Edition

Your employees can now edit their private information.

Skills

Manage skills and level of skills on the employee form.

Resume

Your employees can now fill in their resume to get info about their experience.

Onboarding

Define an onboarding plan that create a suit of activities to welcome you employees.

Usability

New search panel on the left to find employees according to specific tags.

Extra Pay

Bonus and holiday pay management.

Payslip

Legal Belgian information on payslip.

Field Service 

Usability

Tasks, sale orders, planning, and project integration.

Planning

Plan your worked tasks on a Gantt view.

Reports

Editable worksheets.

Sales

Create a sale order directly from the task.

Task

Select products from a tasks during an intervention and invoice them afterwards.

Inventory 

Product Description

The description of the product is now visible on the transfers. The description can be adapted based on the type of transfer (delivery, internal or receipt).

Delivery UX

Add your delivery method via the button below the sales order. On the delivery method, define if you want to charge the estimated or the real cost to your customer.

Return Labels

Print return labels for FEDEX.

Leaves

Out Of Office

Add an Out Of Office message on your leave request, that will be shared with your colleagues when you are away.

Localization

Belgium

VAT number formatting as defined by the Belgian regulations.

Manufacturing

BoM Cost and Structure Report

See the BoM version and the ongoing ECOs from the BoM Cost & Structure Report.

Plan Work Orders

Define a start date from which you want to plan your work orders.

Mobile 

Barcode on product search

A barcode icon is added near the Product field in Sales, Purchase, Expense and Invoicing. This will allow you to scan a barcode to find a product.

Control Panel

The control panel will be displayed on mobile as soon as the user scrolls up. This will improve the rapidity and the user experience of the mobile application.

Payroll

Contract

Multi contract management to compute payslips.

Work entry

Gantt view to manage working time to generate payslips.

PLM

PLM Approvals

See the history of all the approvals that occurred on an ECO.

Point of Sale

Support keypad

Use the keypad on PoS frontend interface to manage orders.

Merge loyalty points

When merging contacts, the loyalty points are merged too.

Quality

Visible from Product

View the quality control points and the quality checks of a product directly from the product form.

Sales

Invoicing

Better wording. Option to deduct down payments only appears if needed.

Signature

Sign then Pay a quotation in one uninterrupted flow. New widget to auto-generate signatures.

Global UX/UI Improvement

- Make sign and pay a continuous flow
- Customer signature
- Onboarding

Product Variants

Can add multiple images per variants.

Surveys

Global UX/UI Improvement

- Access Rights clarification
- Bug fixes (date and datetime)
- Display

Certificates

Creation of certifications, time limit on surveys.

Technical

Search Panel

Integrate the search panel of the Documents app in the Kanban view.

Signature widget

New signature widget to request signed confirmation in any process.

Timesheet

Start/Stop

Timer on tasks to record timesheets easily.

Website 

Customize theme

- Change easily the logo size.
- Empty files for custom CSS & JS

Global UX/UI Improvement

- Update to Bootstrap 4.2.1
- Event on mobile
- Modal

Anchor

Edition of Anchor.