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We are currently including a few new features in our release.
1. Quickbook Integration: Added One-way Sync for invoices and payments.
In this new release, you can Sync Worksuite Invoices and Payments with Quickbook Account.
QuickBooks is a user-friendly, simple accounting software that tracks your business income and expenses, and organizes your financial information for you, eliminating manual data entry. QuickBooks simplifies small business accounting and automates tasks such as. Bookkeeping. Invoicing. Sales tax management.
login>settings>finance settings>Quickbooks settings
2. Set Day OFF in Shift Roster for employees :
Adding a new feature of Day OFF in this update, When the employees are not expected to work or come to workplace on any day during the week then you can assign Day Off on that day. Employees will not be able to clock in on Day OFF.
HR > shift roster
3. Now can select products in the Lead form :
To make the lead form more informative we added the product field to the lead form in this new release.
Login > lead > lead form
4 . Now can add follow-ups for converted leads also :
You may now add follow-ups for converted leads into this new function.
To follow up is to learn more, confirm, or assess a previous action.
Login > lead > action
From this point, you can add follow-up according to your requirement.
5 . Follow-up can be marked as complete:
You can more easily determine whether your follow-up is completed.
Login > lead > name > follow up
5. Added client filter in Timelog reports:
You may now monitor the status of each client by using the client feature we've included in Timelog reports in this new update.
Login > report > time log report > filter
To review a time log report of a particular client, select the filters button and then the client.
6. Added designation filter in attendance :
We ensured you could mark and review your employees' attendance records according to their job designation. So we added a designation filter in this update.
Login > HR > attendence
7. Added multiple Slack notifications :
We included multiple Slack notifications in this edition. It will allow you to choose from a variety of notifications. Now according to your requirement, you can select the notifications.
Login > setting > notification > slack
8. Recurring Invoice and Recurring Expenses are now easier to create:
Recurring Invoices and Recurring Expenses are now simpler to create in this release since you can now see each change you make in the box itself, making it easier to keep a close check on everything you are doing.
Login > finance > invoice > recurring invoice
Login > finance > expense > recurring expense
9. Now can send daily timesheet reports by email:
Adding a new feature in this update is now you can choose roles for email reports and send daily reports.
A timesheet is a data table that an employer can use to track the time a particular employee has worked during a certain period. Businesses use timesheets to record time spent on tasks.
Login > setting > time log setting
Once you enable it from the setting you will get the report of the employees.
10. Added Immigration tab for employees to add passport and visa details :
Employees can update information about their passports and visa with this newly added feature.
Login > HR > employee > name > more
11. Bug Fixes:
In our continued effort to make Worksuite the most reliable, we eliminated a number of key bugs.
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