September developments in the kpi.com suite
Published Date : September 3, 2017
Categories : Updates
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At KPI.com, we rely on our customer feedback in creating new features and integrations. This September sees the roll-out of a new all-encompassing distribution model to make upgrades and enhancements much easier to implement. September updates also include behind the scenes code enhancements which mean improved scalability, ease of deployment and a more responsive user interface for the best experience possible.
Accounting
Online accounting software that provides your businesses with accurate record keeping of your business sales, purchases, expenses, fixed assets and helps stay on top of unpaid invoices and outstanding bills through Customer and Supplier modules. Furthermore, kpi.com comes with a built-in Inventory module that provides with accurate valuation of your stock. Our accounting software can be used as a standalone or used as a part of a fully integrated package.
Latest modifications:
A Part:
1. Double Tax Support (for products) - can be inserted through Add-On Settings
2. Address Validation (US Addresses)
3. USPS Shipping Label
4. Accounts Receivable and Payable Aging Summary (beta) - which sums up the status of due bills in accounts payable, showing that you owe, who you owe it to and the amount of overdue.
B Part:
1. Opportunity Number is shown on Sales Quote listing
2. Negative Opening Balance has been enabled in Customers/Suppliers
3. Trial Balance change - it covers a fiscal year not from January to December all the time!
Project Management
Kpi.com Project Management is an intuitive and flexible tool that allows managing your projects from initiation to execution. It seamlessly encompasses all necessary features required by managers, easily integrating with other parts of kpi.com ERP System. Either small or big, projects can be delivered effectively, with kpi.com innovative technologies of tracking and reporting capabilities.
Changes:
A - features at request only:
1. Task percentage (by Optima Global) - task previous percentage is shown after setting new proportion for the task
2. Project Budget Sheet (by Nasmatel) - it now includes subproject items
3. Task Custom Template (by Montex) - task list/summary
B Part - latest changes for all users:
1. Workstream - new UI in Add/Edit workstream
2. Export Optimization
3. NEW FEATURE: Add task with no assignee - This option has been added to Settings
4. Little Enhancement: Task and Project numbering - numbers of tasks and projects will be shown in e-mail notifications
5. "All Day" option in Booking Items
6. Reservation Edit/Remove option in Booking Items
CRM Module:
As part of the kpi.com suite, CRM integrates seamlessly with the other functions allowing you a single view of the relationship. All the interactions between you are stored in one place and can be shared. You can move a contact through the sales cycle to a customer with a project, initiating quotes, proposals and invoices, making purchases of inventory and shipment when a sale is made, recording partnership and supplier relationships whilst managing the financial transactions.
Some Changes:
1. Date of creation field - in Lead Summary
2. Date picker - a user can remove the information in DATE field
3. Funnel Chart - Funnel Widget and Funnel Drawing have been implemented for CRM
HRMS
Kpi.com Human Resource Management System encompasses all organizational HR needs with innovative ways of handling performance management, recruitment, attendance tracking, goal management and employee record-keeping. Develop the potential of all your employees by monitoring their performance and regulating them with team leaders and directors. Now employees have a better transparency over the contribution they make to organizational development and can now communicate their carrier goals with managers directly.
Adjustments as follows:
1. Customization in Performance Appraisals (by XENEL) - whole process has been adjusted, Validity period, goals and competencies show/hide option, custom rates - scale can be customized
2. Onboarding (by Optima Global) - checklist, periods, steps
3. Custom Fields in business, company goals
4. Recruitment modifications - inactive user are shown for Manager dropdown
Reporting Module
Kpi.com Reporting tool allows you to build powerful reports and dashboards easily with kpi.com simple custom reporting solution. Custom reports allow you to create your own type of reports, save the results for later use. Create your own custom dashboards using kpi.com Reporting solution.
Following modifications:
1. Funnel Chart, Dashlets enabled render funnel chart
2. Scheduled Report - in this module, reports can be sent in XLS format instead of CSV
3. Filter - for dashlet and chart reports
Dashboards:
Simplified Version of Reporting tool has been developed.
Overall Enhancements:
1. BIG CHANGE: Terminate Employee function - keep track of all employees in the system but not all of them need to use this system (AT REQUEST ONLY!)
2. Free Trial prolonged by 14 days now!
3. UPCOMING: New Workspace - customizable improvement