Foundation: ATOM is a Practice management Tool for Finance Professionals and we want to make Finance Professionals Work Life Better for that we laid foundation for the project has been meticulously established, laying a strong and reliable groundwork for its development. This includes defining the core principles, objectives, and overall structure that will guide the project's progress. By setting up a solid foundation, We ensure a stable and well-organized starting point for all subsequent work.
Basic UI and Layout: The project now features a thoughtfully designed user interface (UI) and layouts that serves as the fundamental structure for the application. With careful attention to user experience, visual aesthetics, and functionality, the basic UI and layout offer a clean and intuitive interface for users to interact with. This essential component provides a solid starting point for further enhancements and feature implementations within the app.
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The Onedrive integration feature allows seamless integration between ATOM and Microsoft's cloud storage service, Onedrive. With this feature, users can easily access and manage their files stored on Onedrive directly from within ATOM. By integrating Onedrive, users can conveniently upload, download, and sync files between their Onedrive accounts and ATOM. They can also create new files, folders, and organize their documents within the familiar Onedrive interface. The Onedrive integration feature offers several benefits. It provides users with a centralized and secure location to store their files, ensuring data accessibility and backup. It also eliminates the need for users to manually upload or download files between Onedrive and your app, saving time and effort. Additionally, the Onedrive integration feature enhances collaboration by enabling users to share files and collaborate with others seamlessly. Users can grant permissions and access rights to specific files or folders, facilitating efficient teamwork and document management. This feature is available in Left Navigation bar under Storage section.
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The bug related to email notification changes refers to an issue where the expected changes in email notifications are not being applied or functioning correctly. This bug may manifest in various ways, such as email notifications not being sent when they should, incorrect content or formatting in the email notifications, or email notifications not reflecting the desired changes made by users. The dashboard bugs have been resolved to ensure smooth and accurate performance of the dashboard feature. These fixes address any issues related to data display, visualization, or functionality within the dashboard. With the bugs fixed, you can now rely on the dashboard to provide accurate and up-to-date insights, metrics, and data representations, allowing for better decision-making and monitoring of key information.
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The ATOM Scheduler is an enhancement that introduces a powerful calendar feature to your app, specifically designed to manage tasks, due dates, and events. With this improvement, users can easily schedule, track, and organize their tasks, deadlines, and important events within a single, user-friendly calendar interface.
The ATOM Scheduler simplifies task and event management, enabling users to stay organized and focused. It eliminates the risk of missing deadlines or forgetting important events, promoting better time management and improved productivity. With this improvement, users can optimize their workflow, meet deadlines, and achieve their goals more effectively. This feature is available in Left navigation bar.
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The addition of Budgeted Hours in Tasks is an enhancement aimed at providing a means to estimate the approximate time required to complete a task. This improvement allows the admin to assign a predefined budgeted time to each task, enabling them to track and monitor the progress of tasks more effectively.
By having a budgeted hours feature, it becomes easier for the admin to assess the time taken by users to complete their assigned tasks. This information can be used for various purposes, such as evaluating productivity, identifying bottlenecks, and optimizing task allocation. It provides valuable insights into task management and helps in better resource planning.
With the Budgeted Hours feature, the admin or project manager can set expectations and deadlines based on the estimated time for task completion. This helps in maintaining a realistic timeline and ensuring that tasks are completed within the designated timeframe. It also aids in identifying tasks that might be taking longer than anticipated, allowing for timely interventions and adjustments if necessary.
Bug Fixes:
Fixed email template formatting and layout issues for improved communication. Resolved bugs related to dynamic fields in email templates, ensuring correct information display.
Fixed email recipient determination to ensure emails are sent to the right individuals or groups.
Features:
The Status Wise Task Reports feature enables users to generate reports based on the status of tasks. It allows for easy tracking and analysis of task progress, providing valuable insights into the status of ongoing and completed tasks. This feature helps users monitor productivity, identify bottlenecks, and make data-driven decisions to optimize task management and project execution. This feature is available in Reports Module in Left Navigation Bar.
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The Task Termination improvement introduces the ability to terminate tasks within the app. This feature allows users to mark a task as terminated, indicating that it will no longer be pursued. Task termination helps in better task management by providing a clear status update and allowing users to focus on active and relevant tasks. This Feature is available in Task Detailed View.
The Task Deletion improvement enhances the task management process by allowing users to delete tasks from the app. With this improvement, users can remove unnecessary or outdated tasks from the system, ensuring a clean and organized task list. Task deletion helps declutter the interface and improves overall efficiency when working with tasks. This Feature is available in Task Detailed View.
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The Reports Export feature enables users to export reports generated within the app. It provides the capability to save reports in various formats, such as Excel, for further analysis or sharing with stakeholders. Reports Export enhances data accessibility and allows users to utilize the generated reports outside of the app. This feature is available in every Report.
The Invoice PDF feature allows users to generate and download invoices in PDF format. It ensures that invoices are presented in a professional and standardized manner, making it easier to share and store them digitally. Invoice PDF enhances the invoicing process and facilitates seamless communication with clients or customers.
The Receipt Download feature enables users to download receipts associated with transactions or payments. It allows users to keep digital copies of receipts for record-keeping or financial tracking purposes. Receipt Download enhances convenience and provides a secure method of storing and accessing important transaction-related documents.
Improvements
The Search improvement introduces a search functionality within the Invoice and Receipt sections. Users can now enter keywords or criteria to perform targeted searches for specific invoices or receipts. This enhancement improves accessibility and enables quick retrieval of desired documents, making it easier to track and manage financial transactions.
Bug Fixes
To create an invoice, ensuring that all necessary validations and calculations are correctly applied. Mandatory fields are properly enforced, and calculations for invoice amounts are accurate.
This bug fix resolves an issue where users encountered difficulties in downloading invoices. The fix ensures that the download functionality for invoices is working as intended, allowing users to easily and reliably download their invoices in the desired format. Users can now access and save their invoices without any disruptions or errors.
This bug fix addresses an issue with the order of receipt display in the Receipt List. Previously, the receipts were not organized in a descending order based on creation or submission date. With this fix, the Receipt List now shows the most recent receipts at the top, making it easier for users to track and review their latest transactions.
Features:
Status-Wise Tasks: Categorizes tasks based on their status, providing an overview of task distribution across different stages.These reports empower users to optimize task management, enhance efficiency, and make informed decisions based on task-related data.
User-Based Master Report: Evaluates individual user performance, including task completion rates and productivity.
Overdue Tasks: Highlights tasks that have exceeded their due dates, enabling prompt action for timely completion.
Detailed Overdue Tasks: Provides in-depth analysis of overdue tasks, including duration of delay, reasons, and impacts.
Highest No. of Tasks Completion: Recognizes users or team members with the highest number of completed tasks, fostering a culture of productivity.
Improvements
The improvement includes the addition of the client's billing address in the invoice creation process. Now, when creating an invoice, the billing address can be easily selected from a dropdown menu, which is populated with the client's details from the client's detailed view section. This enhancement streamlines the invoicing process, eliminating the need to manually enter the billing address and ensuring accuracy and consistency in invoice generation.
Bug Fixes
calculations specifically for pure agent and additional agent amounts. The fix ensures accurate calculations and proper handling of these amounts in the invoice generation process. This resolves any discrepancies or errors that may have occurred previously, ensuring that the invoice calculations for pure agent and additional agent amounts are correctly calculated and reflected in the final invoice.
Improvements
With this improvement, the ability to restore deleted tasks is added to the app. If a task is accidentally deleted, it can now be easily restored, ensuring that important tasks are not permanently lost and allowing for better task management and recovery.
The addition of a client local directory feature enables the storage of document paths within the client's profile. This allows for easy access and retrieval of documents associated with a particular client. The feature enhances organization and efficiency by providing a centralized location to store and reference important client-related documents.
Bug Fixes
This bug fix addresses issues related to the task timer feature. The fix ensures that the task timer functions properly, accurately tracking the time taken to complete tasks. With this fix, users can rely on the task timer to monitor and manage their task durations more effectively.
The bug related to the pure agent amount calculation is resolved in this fix. The fix ensures that the pure agent amount is calculated correctly, eliminating any inaccuracies or discrepancies in the calculation. This ensures accurate financial calculations and reliable invoicing processes.
The fix for the credits bug resolves issues related to the credits functionality within the app. The fix ensures that credits are applied correctly, deducted or added as intended, and reflected accurately in the user's account balance. This improves the accuracy of financial transactions and provides a smooth user experience.
This bug fix addresses issues with the client activity dashboard. The fix ensures that the client activity dashboard displays accurate and up-to-date information about client activities, such as task updates, communications, and other relevant events. Users can rely on the client activity dashboard to stay informed about client interactions and track progress effectively.
Bug Fixes
The bug related to GST verification in the client profile is resolved. The fix addresses issues where data retrieval for GST verification was not possible due to secure policies enabled in the sandbox API. With this fix, users can successfully verify GST information for clients in their profiles.
The bug related to GST verification during organisation signup is resolved. The fix ensures that GST verification is performed accurately during the signup process. Users can now validate GST details for their organisation without any issues.
The fix for credit and debit calculation bugs in invoice and billing resolves issues where incorrect calculations were being made. The fix ensures accurate calculations of credits and debits, ensuring that financial transactions are accurately reflected in invoices and billing records.
Bug Fixes:
Resolved issues affecting task creation, ensuring a seamless process for adding and managing tasks within the app.
Fixed bugs related to client filters in the Task Board, providing accurate and reliable filtering for improved task visibility.
Features:
- Users can now set distinct preferences for Push Notifications and Email Notifications. - Tailor your notification experience by specifying preferences for both channels, ensuring you receive alerts in the way that suits you best.
- Added a Miscellaneous section to your notification preferences. - Customize additional notification settings according to your preferences for an even more tailored user experience.
- Removed unnecessary required fields during DSC registration for a more efficient and user-friendly experience. - Now, only the essential fields necessary for the registration process remain, ensuring a smoother onboarding process.
- Introduced a feature where organizations receive a 7-day trial period. - After the trial, organizations can extend their expiry by making a payment or opting for a subscription, ensuring uninterrupted service.
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- Added appropriate error messages during registration for a more informative and user-friendly experience. - Receive clear and helpful notifications to address any issues promptly, ensuring a seamless registration experience.
- Addressed issues related to the display of applied filters in the Task Board. - Now, experience enhanced clarity and precision when using filters for your tasks.
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- Added the convenience of signing up using Google accounts. - Users now have the option to streamline the registration process by using their Google credentials for a quicker and easier sign-up/login experience.
- Introduced the ability to set default invoice preferences in user settings. - Automatic prefilling of default values in the invoice creation page, streamlining the invoicing process.
- Implemented comprehensive validations for mobile numbers, email addresses, PAN, and IFSC codes. - Users can expect more accurate and secure data input with robust validations, reducing errors and ensuring data integrity.
- Introduced a robust roles and permissions system for billing, invoices, receipts, and clients. - Admins can now assign specific roles to users, controlling access to billing-related functions, invoices, receipts, and client management, providing a more secure and customizable user experience.
Bug Fixes:
- Resolved issues affecting task creation and client filters in the Task Board. - Users can now experience a smoother and more reliable task management experience.
- Addressed and fixed errors in the client detailed view. - Users can now access the client detailed view without encountering errors, ensuring a smooth and error-free experience.
- Fixed issues with IFSC code validations. - Users can now input and validate IFSC codes accurately, reducing errors and ensuring compliance with valid code formats.
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Attendance module:
Improvements:
- Implemented comprehensive field-level validations across all sections of the app. - Users will experience enhanced data accuracy and reliability with validations tailored to each field, reducing errors and ensuring consistent data entry.
- Removed unnecessary fields, such as personal email, to streamline user input. - Users will now only be prompted to enter essential information, simplifying the user interface and improving the overall user experience.
-- Implemented robust validations for date fields across the platform. - Users can now experience enhanced accuracy and consistency in date inputs, ensuring data integrity and reliability throughout the application.
- Accurately updated the names of reports for better user understanding. - Users will now encounter clearer and more descriptive names for reports, improving overall usability and comprehension.
Bug Fixes:
- Users can now add or remove task members directly within the Recurring Profile.
- Added warnings in Recurring Profiles and Client modules for better user guidance. - Users will be alerted to potential issues when interacting with recurring profiles or inactive/deleted clients.
- When a client is deleted or inactive, the upcoming recurring task associated with the client will be terminated. - Users will receive warnings about the termination of upcoming recurring tasks upon client deletion or inactivation.
- In every Recurring Profile, tasks are now divided into tabs for Pending, Created, and Terminated tasks. - Provides a more organized view of task status within each recurring profile.
- Implemented count and pagination in the Upcoming Tasks table. - Ensured correct display of columns and data for a more user-friendly experience.
- In Recurring Profiles, users can now manage the next pending task with options to Create, Edit, and Terminate. - For other pending tasks, users will have the option to Edit only.
- Members' images and the name of the creator are now displayed in Recurring Profiles. - Offers a more personalized and informative view of recurring profiles.
Improvements:
- Implemented a restriction on user input for dates across all Atom forms and filters. - Users will now exclusively use date pickers, ensuring standardized and accurate date entries, reducing errors and enhancing data integrity.
Improvements:
- In Invoice Reports, a new filter is added for tasks completed, where all task status equals completed, and restore equals completed will be shown. - In Balance Due for Invoices Raised, only balances not equal to zero will be displayed, providing a more focused view of outstanding balances.
- Removed the "From Date" and "To Date" filters in the Client Wise Task Report. - Allowing for a broader view of client-wise tasks without date restrictions.
- In Client Wise Task Reports, tasks for all clients, including inactive and deleted, will now be shown. - Offers a comprehensive view of task history for all clients.
- Updated titles and descriptions for all invoice reports for better clarity and user understanding.
- Added the Vider logo to services for a more branded and recognizable presentation.
- Address fields limit has been increased up to 100 characters, allowing for more detailed address information.
- Resolved issues related to the "Select All" option in reports fields for users and clients, ensuring accurate and complete selections.
- Stopped all email and push notifications, except for the essential 5, providing a more controlled and focused notification experience.
- Made changes to information data for improved accuracy and relevance.
- Fixed issues related to holiday preferences, ensuring accurate and reliable holiday scheduling.
- Resolved bugs related to client deletion, selection, and inactive status, ensuring proper functionality and user experience.
- Fixed bugs related to importing sheets, addressing any issues and ensuring a smoother data import process.
- Subtasks are now created with fields aligned to those present in tasks. - Improved the order of checklists and checklist items for a more organized and coherent subtask creation process.
- Modified the task board view to display only tasks completed in the last 15 days. - Users will now have a more focused view, highlighting recent task completions for better task management.
Features:
- Implemented a WhatsApp integration for organizations to receive notifications on various activities such as task creation, client creation, invoice generation, receipt, and lead updates. Provides a convenient and instant communication channel. - Implemented a WhatsApp integration for organizations to receive notifications on various activities such as task creation, client creation, invoice generation, receipt, and lead updates. Provides a convenient and instant communication channel.
- Introduced a "Collect Data" feature in I-Pro tasks, allowing users to create a link with required files and send it to the respective client. The default storage limit for the organization is set to 10GB.
- Integrated Camunda Approvals into Atom, featuring multi-level approval hierarchies, flexible approval processes with Manitila cycles, and the ability to include comments in approval tasks.
- Introduced a comprehensive Attendance Module in Atom, enabling users to track and manage attendance records for employees. Preferences and user permissions for attendance management are included.
- Added the ability to export task data into an Excel sheet based on filters and search parameters, providing more flexibility in data extraction.
- Enhanced the client export feature to support filtering and searching, allowing users to export specific subsets of client data.
- Extended the user export feature to support exporting users based on applied filters, offering a more targeted approach to user data export.
- Implemented a daily reminder email feature scheduled for 9:30 AM. The email includes tasks due on the current day, expiring DSCs, and upcoming events.
- Added a list view to the calendar for different perspectives and easier navigation of events. Day and week views have been removed from the calendar.
- Changed the floating button for importing users from the Users Page to the User Invite Page for better accessibility.
- Changed the loading message in the calendar interface to "Thank you for your patience, your data is on its way.
- Implemented measures to prevent the creation of duplicates through double-click actions.
- Introduced pagination for every table in the system, improving navigation through large datasets.
- Added snack messages across the application for informative and real-time notifications.
- Implemented a "Collect Data" feature in general tasks, allowing users to create a link with required files and send it to the respective client.
- Implemented comprehensive field-level validations and improved error messages across the entire application for enhanced data accuracy and user guidance.
- Added validations for mobile numbers, email addresses, and PAN numbers, ensuring correct formats for these crucial fields.