May 2012 Updates for kpi.com

[simple_crumbs root=”Home” /]

Month of April has been busy for us in preparing the new release for your enjoyment. We made several changes to the following modules in the system:

Project Management

Timesheet changes:

Timesheet planned hours – reflects days off, holidays and Leave request. You can display the resource hours you have available by day or by hour.

Timesheet is validated for these check items before it is submitted:

– before task start date;
– after task end date;
– holiday;
– exceeds timeslot hours;
– exceeds user specified maximum allowed hours;
– if daily Leave request is approved for the day

Changes in list view:

 

Project View has been modified to improve “Related to” columns have been added

a. Project summary PDF now shows project notes
b. Project Listing – estimated time column added

CRM

Activities section – lists all activities that you have conducted during a session. This section is useful in creating lists of activities of the salesman and whether a client was called or not.

Now you can save multiple notes with Note Widget

Stage History – gives you the history of the contact and keeps track of how quickly the contact was converted into an account.

You can find CRM updates in WorkspaceWorkspace gives you the glance of your workflow.

 

Accounting

 

1. Reporting

Take advantage of Reports library at kpi.com. From sales to purchases, find the right reports, add to your favorites, arrange who and when should be automatically notified. Yet, should you need more, feel free to contact us at support@kpi.com to request a custom report.

2. Manual Transaction

Enhanced manual transaction at kpi.com now allows you to make any needed journal entries, adjust customer/supplier balances and more.

 

Enhancements:

We have made further improvements in user interface. Notice the changes especially in these sections:

– CRM Lead view
– Project Management Listings
– Accounting Chart of Accounts.