October 2021

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.

Improvements:

1. Built Basic Login UI: A sleek and user-friendly login interface has been meticulously crafted, allowing users to securely access the app with ease. The basic login UI combines a visually appealing design with intuitive elements, ensuring a seamless login experience for users, enhancing both security and convenience.
2. Built Navigation Menu: In ATOM we have Different type of Options in Menu Bar, Such as Clients, Tasks, Calendar etc., we made menu effortlessly to navigate through the app's various sections with the newly developed navigation menu. The menu provides a clear and intuitive way for users to explore different features and functionalities, enabling them to switch between different sections of the app effortlessly.
3. Development of Settings UI to Edit/View Organization Profile: In Settings page we build things to operate the entire Organisation like User Management, Profile, Roles and Permissions, Experience enhanced control over your organization's profile with the newly developed Settings UI. This feature-rich interface allows users to conveniently edit and view their organization's profile, empowering them to make updates, add important information, and customize their organization's presence within the app.
4. Category UI: In ATOM we provide content for Services which are offered by Professional, We have segregated thoses services depending on the act which is govering it and we named it as CategoriesDiscover a refined and visually captivating Category UI that simplifies the browsing experience. The Category UI intuitively organizes different content categories, making it effortless for users to find and explore specific content of interest. With an aesthetically pleasing design and intuitive navigation, users can easily delve into the desired content categories.
5. Services UI: In ATOM we provide content for Services which are offered by Professional, Enjoy a streamlined and visually engaging Services UI that showcases your app's offerings in an impactful way. The Services UI presents users with a comprehensive display of available services, providing detailed information and interactive elements that enhance their understanding and facilitate seamless service selection.
6. Client UI: Empower your clients with a remarkable user experience through the newly enhanced Client UI. The Client UI offers an intuitive and visually pleasing interface that enables clients to interact with the app effortlessly. From accessing personalized information to engaging with various features, the Client UI provides a smooth and enjoyable journey for clients, fostering stronger connections and satisfaction.

Features:

1. Form Builder: Forms is a separate module which is in Menu bar which eases the process of collecting information from clients, In Forms Create personalized forms easily using the Form Builder feature. This tool allows you to design custom forms by selecting and arranging fields according to your specific needs. It simplifies the process of collecting information and data by providing a user-friendly interface for form creation.
2. KYB Info (Know Your Business) : The KYB Info feature is a highly valuable tool that enables professionals to save client details in client module to securely store and manage all relevant client documents. It serves as a centralized repository for important business-related information, allowing you to conveniently access and retrieve necessary documents whenever required. This feature streamlines document organization and enhances efficiency in managing client records.
3. Attachments With the Attachments feature, you can easily include additional files or documents within the app. This feature enables users to associate relevant attachments, such as images, PDFs, or other file types, to specific records or messages. It enhances the functionality of the app by facilitating seamless sharing and access to supporting materials, thereby enriching the user experience.

November 2021

Improvements:

1. Task Cards (Kanban View): Task Cards are in Task Board Module, Where Tasks are arranged in organized way and visualize your tasks effectively with the Task Cards feature. It presents your tasks in a Kanban view, where each task is represented by a card. This visual layout allows you to easily track the progress of your tasks, move them between different stages, and prioritize your work efficiently.
2. Task Full View: Get a comprehensive overview of your tasks with the Task Full View feature. It provides detailed information and context about each task, including its description, due date, assigned team members, and any associated subtasks. This complete view ensures you have all the necessary details at your fingertips to understand and work on each task effectively.
3. Task Timer: Effortlessly track the time spent on tasks with the Task Timer feature. Start the timer when you begin working on a task, and it will continuously monitor and record the duration until you complete it. This functionality helps you accurately measure the time taken for each task, enabling better time management and productivity tracking and we can also know how much time we spent on that particular Task.
4. Task Comments & Attachments: Collaborate seamlessly and enhance task communication using the Task Comments & Attachments feature. You can add comments to tasks, facilitating discussions, providing updates, or seeking clarification. Additionally, you can attach relevant files or documents directly to tasks, ensuring all necessary information is easily accessible and shared among team members. This feature streamlines task-related communication and promotes efficient collaboration.

Features:

1. Roles and Permissions: With Roles and Permissions, you can assign specific access rights and privileges to different users based on their roles. This feature ensures that each user has appropriate permissions for creating, reading, editing, and deleting data within the app. It enhances security and control by limiting access to sensitive information and functionalities, promoting a more structured and secure user experience.
2. Recurring Profile: Recurring Profile in ATOM is used to whom the Tasks are to be performed frequently at a given interval of Time Like Monthly, Quarterly, Half yearly or Annually. Once the Task is to be created and we need to give the Frequency for the task to be created, On the Give Date the Task will be automatically created which helps Professionals to not miss out on any Task which Occur Frequently.

December 2021

Improvements:

1. Multiple Clients for Task Now you have the ability to assign tasks to multiple clients simultaneously. This improvement allows you to streamline your workflow by assigning relevant tasks to multiple clients at once, ensuring efficient task distribution and time management.
2. Task Description Enhanced task descriptions provide you with the opportunity to provide detailed information and instructions for each task. You can now include comprehensive descriptions, clarifying the objectives, requirements, and any other relevant details associated with the task. This improvement ensures clear communication and better understanding of task expectations.
3. Import Clients To save time and effort, you can now import client data into the app. This improvement allows you to easily import client information from external sources, eliminating the need for manual data entry. By importing clients, you can quickly populate your client list and start assigning tasks without the hassle of entering client details individually.
4. Task Board Filters Effortlessly organize and navigate through your task board with the new task board filters. This improvement empowers you to apply filters based on various criteria such as task status, priority, due date, or assigned clients. By utilizing task board filters, you can conveniently focus on specific tasks, sort them based on your preferences, and gain a better overview of your task board.

Features:

1. Subtask for the Major Task: The Subtask feature enables you to break down major tasks into smaller, more manageable subtasks. This feature enhances task organization and allows you to track progress at a granular level. By creating subtasks, you can effectively manage complex projects and ensure that each component of the major task is completed efficiently.
2. Calendar: The Calendar feature provides a visual representation of tasks, milestones, Regular Statutory Updates and important dates. It allows you to view tasks and deadlines in a calendar format, helping you plan and schedule your work effectively. With the Calendar feature, you can easily identify upcoming tasks, milestones, and deadlines, ensuring better time management and improved productivity. We also Schedule a meeting by using Create Event Feature in Calendar.
3. Checklist: Checklist in ATOM is used in Task, we have noted down the list of Services which are done by Finance Professionals in Service Module and for each Service we have entered the Checklist i.e., the Documents which are required from client to complete that particular Task, Checklist can be viewed in Task Full view and Each Service contain Different Checklist Items.
4. Milestone: Milestones are Services Specific and are already written in Service Module and Once the Task is created the Service Associated Milestones will appear in Task Full ViewMilestones are significant points or achievements within a project or task. The Milestone feature allows you to set and track key milestones in your work. By defining milestones, you can establish important progress markers, monitor project advancement, and celebrate significant accomplishments. This feature helps you visualize project progress and ensures that important milestones are met on time.

January 2022

Improvements:

1. Importation of Clients The importation of clients feature has been added to simplify and streamline the process of adding client information to your app. With this improvement, you can import client data from external sources, eliminating the need for manual data entry. This saves time and ensures accuracy by allowing you to quickly populate your client list with existing information.
2. Client Deletion The client deletion feature has been added to provide better control and management of client records. With this improvement, you can securely delete client profiles when they are no longer needed or relevant. This ensures that your client list remains up-to-date and only includes active and relevant client information. The client deletion feature helps you maintain a clean and organized client database.

Features:

1. Storage Management: The Storage Management feature allows you to efficiently manage your app's storage resources. With this feature, you can monitor and control the usage of storage space within the app. It enables you to optimize storage allocation, track storage usage, and ensure that your app's storage capacity is effectively utilized.
2. Create Invoice - Billing: The Create Invoice feature provides a seamless and user-friendly interface for generating invoices. With this feature, you can easily create professional invoices for your clients, specifying the services provided, costs, and payment terms. It simplifies the billing process, improves accuracy, and helps you maintain organized financial records and in Invoice Creation Auto-population of Tasks are also given.
3. User Signup Flow: The User Signup Flow feature enhances the user experience by providing a smooth and intuitive registration process for new users. This feature guides users through the necessary steps to create an account, set up their profile, and gain access to the app's features. It ensures a seamless onboarding experience, making it easier for users to join and start utilizing the app.

February 2022

Improvements:

1. Subtask Full View The Subtask Full View improvement provides you with a comprehensive and detailed view of subtasks associated with major tasks. This enhancement allows you to access and manage subtasks more effectively by providing relevant information such as descriptions, due dates, assigned team members, and status. With Subtask Full View, you can track the progress of individual subtasks and better understand their relationship to the overall project or task. This feature is available in Task Detailed view.
2. Client Activity Log The Client Activity Log improvement offers valuable insights into client engagement and interactions. It allows you to monitor and track client activity within the app, providing information on actions performed by Users on such client. By accessing the Client Activity Log feature, you gain a deeper understanding of User involvement in that specific Client. This Feature is available in Client Detailed view.
3. Archives in Clients The Archives in Clients Features help User to understand the Number of Tasks Completed, Terminated, and Deleted Task, Which helps the Users to have a complete look into the Tasks Performed for the particular client. This feature is available in the Client Detailed view.
4. Client Filters The Client Filters improvement enhances your ability to sort and filter clients based on category. With this improvement, you can apply filters to your client list, such as sorting clients by category and label. These filters enable you to quickly locate and view specific client profiles, facilitating efficient client management and personalized engagement. This feature is available in Client Dashboard.
5. Task Expenditure The Task Expenditure improvement provides insights into the resources utilized for each task. With this enhancement, you can track and monitor the expenditure associated with individual tasks. Task Expenditure helps you analyze the efficiency and productivity of task execution, allowing you to make informed decisions and optimize resource allocation for future tasks. This feature is available in Task Detailed View.

Features:

1. Loghours: The Loghours feature enables you to accurately track and record the number of hours worked on various tasks. It provides a convenient way to log and monitor the time spent on specific activities. This Feature is available in Task Detailed View (or) Log Hours can be added through Global Add button and also from Profile.
2. Leads: The Leads feature allows you to manage potential customers or leads within your app. It provides a dedicated space to store and track information about prospective clients, including their contact details. This Feature helps to manage Leads and we can convert them into client. This Feature is avaliable in left navigation bar in the name of Leads.
3. DSC Register: The DSC Register feature facilitates the management and storage of Digital Signature Certificates (DSCs) within your app. It provides a secure and organized repository to store and access DSCs, ensuring their availability whenever required for digital authentication or document signing purposes. With the DSC Register feature, you can streamline your workflow and ensure compliance with digital signature requirements. This Feature is avaliable in left navigation bar in the name of DSC register.

March 2022

Improvements:

1. User Signup Flow The User Signup Flow improvement enhances the registration process for new users. With this improvement, the user signup flow becomes more streamlined and user-friendly, guiding users through the necessary steps to create an account and set up their profile. It ensures a smooth onboarding experience, making it easier for users to join and start utilizing the app's features.
2. Global Add to Add Client/Task/DSC/Loghour The Global Add Button improvement simplifies the process of adding new clients, tasks, Events, Users and log hours. With this enhancement, you can access a centralized "Global Add" feature, enabling you to quickly create and input information for clients, tasks, Events, Users and log hours from any screen within the app. It saves time and provides a convenient way to add and manage various data entries. This Feature is available in Top bar.
3. Task Event The Task Event is Feature in ATOM, where you can create an Event (Scheduling a Meeting) specific to Task, Where the client and Finance Professional can discuss on that specific Task or to discuss on that specific task within the Organisation. This Feature is available in Task Detailed view.
4. Teams and User Invite The Teams and User Invite improvement enhances collaboration and user management within the app. With this improvement, you can create teams and invite other users to join specific teams. It promotes effective teamwork, enabling users to collaborate on tasks, share information, and assign responsibilities within a structured team environment. User invite functionality simplifies the process of adding and managing team members. This Feature is available in Settings in Manage Users.
5. Organization Profile The Organization Profile improvement provides a dedicated space to manage and showcase essential information about your organization. With this enhancement, you can maintain an up-to-date organization profile, including details such as organization name, contact information, Bank Account details, License and other relevant information. The Features is available in Settings in Organization.

Features:

1. Storage Management: The Storage Management feature allows you to efficiently manage the storage resources within your app. With this feature, you can monitor and optimize the usage of storage space, ensuring that you have adequate storage capacity for your data and files. It helps you keep track of storage usage, identify areas where storage can be optimized, and maintain an organized and efficient storage system. In ATOM we segregated the Storage into User specific Storage and Client Storage This Feature is available in Left Navigation bar.
2. Create Invoice: The Create Invoice feature provides you with the ability to generate professional invoices within the app. With this feature, you can easily create and customize invoices for your clients, specifying the services provided, pricing details, and payment terms. It simplifies the billing process, saves time, and helps you maintain accurate and organized financial records. This feature is available in Billing module in left navigation bar.
3. Dashboard: The Dashboard feature provides a centralized and visual overview of key metrics, data, and insights within your app. It offers an intuitive interface that displays relevant information and statistics, enabling you to track the performance, progress, and trends of work Done. The Dashboard feature helps you make informed decisions, monitor important metrics, and stay updated. This feature is avaliable when a user logged into ATOM.
4. Notifications: The Notifications feature keeps you informed and updated about important events, activities, and reminders within your app. It sends notifications to alert you about new messages, task updates, upcoming deadlines, or any other relevant information. Notifications ensure that you stay informed, stay on top of important tasks and activities, and effectively manage your app or business with timely and relevant information. This feature is available in Top bar besides Global Add Button.

Bug Fixes:

1. Invoice Bugs Fixed Calculation Errors: Resolved issues where incorrect calculations were being made on invoices, ensuring accurate totals for services provided. This fix eliminates any discrepancies or miscalculations that may have affected the accuracy of invoice amounts.

April 2022

Improvements:

1. Billing Entity The Billing Entity feature allows you to manage and customize billing entities within the app. With this improvement, you can create and configure billing entities according to your specific requirements. This feature enables you to define different billing entities, such as companies or departments, and associate them with relevant billing information, including contact details, billing addresses, and GST information. It streamlines the billing process, ensuring accurate and efficient invoicing for different entities within your organization. This Feature is available in Settings in Organization.
2. Client Module GST Verification The Client Module GST Verification feature provides a seamless integration with GST (Goods and Services Tax) verification services for client information. With this improvement, you can validate and verify the GST registration details of your clients directly within the app. It enables you to ensure that your clients' GST details are accurate and up-to-date, helping you comply with tax regulations and avoid any issues related to incorrect or invalid GST information. This feature enhances the accuracy and reliability of client data, facilitating smooth invoicing and taxation processes. This feature helps to directly add address in Client Profile. This Feature is available in Client Detailed View.

May 2022

Features:

1. Receipts The Receipts feature enables you to create and manage receipts for payments received from your clients. With this feature, you can generate receipts for Invoice already or For any Advance Amount Receiving from Client. It helps you maintain organized and accurate financial records, providing a clear record of payments made and enhancing transparency in your financial transactions. This feature is available in Billing Module in Left navigation Bar.
2. Chat The Chat feature facilitates real-time communication and collaboration between users within the app. With this feature, you can engage in direct messaging with team members. It provides a convenient and efficient way to exchange information, discuss Task details, and address any queries or concerns. The Chat feature promotes seamless communication, fostering better teamwork. This feature is available in down bar.

Bug Fixes:

1. Dashboard Bugs: 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.
2. DSC Register Bugs: The DSC Register bugs have been addressed to resolve any issues or inconsistencies related to the Digital Signature Certificate (DSC) registration process. These fixes ensure a seamless and error-free experience when registering and managing DSCs within the app. With the bugs fixed, you can confidently utilize the DSC Register feature, ensuring the secure and reliable authentication of digital signatures.
3. Receipt Bugs: The receipt bugs have been fixed to eliminate any errors or malfunctions related to the receipt generation and management process. These fixes ensure that receipts are accurately generated, recorded, and organized within the app. With the bugs resolved, you can confidently rely on the receipt feature to document and track payments, improving financial record-keeping and facilitating smooth transactions.
4. Log Hours Timer Fix: The log hours timer fix addresses any issues or inaccuracies with the task timer functionality for logging hours. This fix ensures that the timer accurately tracks the time spent on tasks and provides reliable data for accurate time tracking and billing purposes. With the timer fix implemented, you can rely on the log hours feature to accurately capture the time spent on tasks.

June 2022

Features:

1. Complete Dashboard The Complete Dashboard feature provides users with a comprehensive and centralized view of key metrics, data, and insights within the app. It offers a comprehensive overview of various aspects of your app or business, allowing you to monitor and track important information in real-time.

July 2022

Improvements

1. DSC Register The DSC register in ATOM will help to add DSC token of Clients into the App and this will help the Professional to track entire clients DSC and there expiry dates in this module itself. This Feature is available in Left Navigation bar as DSC Register.

August 2022

Features:

1. Onedrive integration

   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.

Improvements

1. Client and Task Reports With the Client and Task Reports improvement, you can generate detailed reports that give you insights into your clients' activities and task management. These reports help you track task completion rates, client tasks and more. By analyzing this data, you can make informed decisions, improve project efficiency, and ensure client satisfaction. This features is available in Reports Module in Left Navigation bar.
2. Active and Delete User The Active and Delete User improvement gives you better control over user accounts in ATOM. You can easily activate or deactivate user accounts, allowing you to manage permissions during employee onboarding or offboarding. You can also permanently delete user accounts when needed, ensuring data security and maintaining an up-to-date user list. This improvement helps you efficiently manage user access and maintain a secure app environment. This feature is available in settings page in Manager User section.

Bug Fixes

1. KYB Info Bugs The KYB Info Bugs refer to issues that have been identified in the KYB (Know Your Business) Info feature of your app. These bugs may involve functionality issues, data inconsistencies, or incorrect behavior when gathering and saving client documents and information.
2. Log Hours The Log Hours bug pertains to an issue that has been identified in the Log Hours feature of your app. This bug may manifest as problems with accurately recording and tracking the time spent on tasks or projects, difficulties in inputing or retrieving logged hours, or any other related issues.

September 2022

Improvements

1. Employee Log Hours The Employee Log Hours improvement streamlines the process of recording and managing employee work hours. It provides a user-friendly interface where employees can easily log their hours worked on different tasks or projects. This improvement ensures accurate time tracking, simplifies payroll management, and helps monitor employee productivity and resource allocation effectively.
2. Task ID According to Organization The Task ID According to Organization improves identification by assigning unique task IDs specific to your organization. With this enhancement, tasks can be easily identified, referenced, and tracked using the assigned task IDs. This improvement promotes efficient task management, simplifies task tracking, and ensures clear communication within your organization.

October 2022

Bug Fixes:

1. Email Notification Changes

   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.

November 2022

Features:

1. Notifications: The Notifications feature keeps you informed and updated about important events, activities, and reminders within the app. It sends notifications to alert you about new messages, task updates, upcoming deadlines, or any other relevant information. Notifications ensure that you stay informed, stay on top of important tasks and activities, and effectively manage your app or business with timely and relevant information.
2. Estimates The Estimates feature allows you to create and manage estimates or quotations for your clients. With this feature, you can easily generate professional and detailed estimates that outline the scope of work, pricing, and terms and conditions. It enables you to provide accurate and transparent cost estimates to your clients, facilitating effective communication and negotiation during the sales process.
3. Receipts The Receipts feature enables you to create and manage receipts for payments received from your clients. With this feature, you can generate customized receipts that include important details such as payment amount, date, client information, and payment method. It helps you maintain organized and accurate financial records, providing a clear record of payments made and enhancing transparency in your financial transactions.
4. Chat The Chat feature facilitates real-time communication and collaboration between users within the app. With this feature, you can engage in direct messaging with clients, team members, or other stakeholders. It provides a convenient and efficient way to exchange information, discuss project details, and address any queries or concerns. The Chat feature promotes seamless communication, fostering better teamwork and client relationships.
5. Import Services - Super Admin The Import Services feature, exclusive to the Super Admin role, allows you to import services into the app. With this feature, you can bulk import a list of services or offerings provided by your organization. It saves time and effort by eliminating the need to manually add each service individually. This feature is particularly useful for administrators or super users who need to manage a large number of services efficiently.

Bug Fixes:

1. Dashboard Bugs: 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.
2. DSC Register Bugs: The DSC Register bugs have been addressed to resolve any issues or inconsistencies related to the Digital Signature Certificate (DSC) registration process. These fixes ensure a seamless and error-free experience when registering and managing DSCs within the app. With the bugs fixed, you can confidently utilize the DSC Register feature, ensuring the secure and reliable authentication of digital signatures.
3. Receipt Bugs: The receipt bugs have been fixed to eliminate any errors or malfunctions related to the receipt generation and management process. These fixes ensure that receipts are accurately generated, recorded, and organized within the app. With the bugs resolved, you can confidently rely on the receipt feature to document and track payments, improving financial record-keeping and facilitating smooth transactions.
4. Log Hours Timer Fix: The log hours timer fix addresses any issues or inaccuracies with the task timer functionality for logging hours. This fix ensures that the timer accurately tracks the time spent on tasks and provides reliable data for accurate time tracking and billing purposes. With the timer fix implemented, you can rely on the log hours feature to accurately capture the time spent on tasks, enabling precise tracking of work hours and improved project management.

December 2022

Improvements:

1. ATOM Scheduler

   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.

Bug Fixes:

1. DSC Register The bug fix for DSC Register ensures that the mandatory fields and validations are properly checked during the registration process. This improvement guarantees that all necessary information is provided and validated, preventing any errors or issues that may have occurred previously.
2. User Invite Bugs The bug fix for User Invite Bugs addresses issues related to the user invite functionality. This includes updating the user invite email template and ensuring that dynamic data in the template is correctly displayed. These improvements enhance the user invite process, making it more reliable and user-friendly for inviting new users to join the app.

January 2023

Improvements:

1. Budgeted Hours in Tasks

   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:

1. Email Fix

   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.

2. DSC Register Bugs: The DSC Register bugs have been addressed to resolve any issues or inconsistencies related to the Digital Signature Certificate (DSC) registration process. These fixes ensure a seamless and error-free experience when registering and managing DSCs within the app. With the bugs fixed, you can confidently utilize the DSC Register feature, ensuring the secure and reliable authentication of digital signatures.
3. Receipt Bugs: The receipt bugs have been fixed to eliminate any errors or malfunctions related to the receipt generation and management process. These fixes ensure that receipts are accurately generated, recorded, and organized within the app. With the bugs resolved, you can confidently rely on the receipt feature to document and track payments, improving financial record-keeping and facilitating smooth transactions.
4. Log Hours Timer Fix: The log hours timer fix addresses any issues or inaccuracies with the task timer functionality for logging hours. This fix ensures that the timer accurately tracks the time spent on tasks and provides reliable data for accurate time tracking and billing purposes. With the timer fix implemented, you can rely on the log hours feature to accurately capture the time spent on tasks, enabling precise tracking of work hours and improved project management.

February 2023

Features:

1. Status Wise Task Reports:

   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.

Improvements:

1. Task Termination

   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.

2. Task Deletion

   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.

March 2023

Features:

1. Reports Export:

   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.

2. Invoice PDF:

   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.

3. Receipt Download:

   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

1. Search in Invoice and Receipt:

   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

1. Invoice Creation Bug

   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.

2. Invoice Download Fix:

   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.

3. Receipt List in Descending Order:

   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.

April 2023

Features:

1. User Reports:

2. 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

1. Client Billing Address added in Invoice Creation:

   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

1. Invoice Bug

   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.

May 2023

Improvements

1. Deleted Task Restore:

   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.

2. Client Local Directory in Client Profile Added

   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

1. Task Timer Fix:

   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.

2. Pure Agent Amount:

   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.

3. Credits Bug:

   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.

4. Client Activity Dashboard:

   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.

June 2023

Bug Fixes

1. Client Profile GST Verification:

   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.

2. Organisation Signup GST Verification:

   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.

3. Calculation Credit/Debit Bugs in Invoice:

   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.

July 2023

Bug Fixes:

1. Task Creation:

   Resolved issues affecting task creation, ensuring a seamless process for adding and managing tasks within the app.

2. Client Filter in Task Board:

   Fixed bugs related to client filters in the Task Board, providing accurate and reliable filtering for improved task visibility.

Features:

1. Push and Email Differentiation:

   - 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.

2. Miscellaneous Section in Notification Preferences:

   - Added a Miscellaneous section to your notification preferences. - Customize additional notification settings according to your preferences for an even more tailored user experience.

3. DSC Registration Simplification:

   - 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.

4. Expiry Date for Trial Organizations:

   - 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.

Improvements:

1. Notification Preferences:

   - 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.

2. Task Board Filters:

   - 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.

August 2023

Features:

1. Sign Up with Google:

   - 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.

2. Default Invoice Preferences and Prefilled Values:

   - 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.

3. Enhanced Validations:

   - 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.

4. Roles and Permissions:

   - 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:

1. Task Creation and Client Filter in Task Board:

   - Resolved issues affecting task creation and client filters in the Task Board. - Users can now experience a smoother and more reliable task management experience.

2. Client Detailed View Errors:

   - 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.

3. IFSC Code Validations:

   - Fixed issues with IFSC code validations. - Users can now input and validate IFSC codes accurately, reducing errors and ensuring compliance with valid code formats.

September 2023

Features:

Attendance module:

1. User can add attendance through add attendance button
2. Admin can add any of org user attendance through Add bulk attendance
3. Default Invoice Preferences and Prefilled Values:

Improvements:

1. Field-Level Validations Across the App:

   - 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.

2. Streamlined User Input:

   - 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.

3. Date Field Validations:

   -- 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.

4. Report Naming Clarifications:

   - 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.

October 2023

Bug Fixes:

1. Task Members Management in Recurring Profile:

   - Users can now add or remove task members directly within the Recurring Profile.

2. Warnings in Recurring Profiles and Client Status:

   - 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.

3. Termination of Upcoming Recurring Task on Client Deletion or Inactivation:

   - 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.

4. Tabs for Pending, Created, and Terminated Tasks in Recurring Profiles:

   - 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.

5. Count, Pagination, and Correct Display in Upcoming Tasks Table:

   - Implemented count and pagination in the Upcoming Tasks table. - Ensured correct display of columns and data for a more user-friendly experience.

6. Task Management Options in Recurring Profile:

   - 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.

7. Display of Members' Images and Created By Name in Recurring Profile:

   - 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:

1. Restriction on User Input for Dates:

   - 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.

November 2023

Improvements:

1. Enhancements to Invoice Reports:

   - 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.

2. Changes in Client Wise Task Report:

   - 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.

3. Inclusion of Inactive and Deleted in Client Wise Task Reports:

   - 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.

4. Title and Description Changes in Invoice Reports:

   - Updated titles and descriptions for all invoice reports for better clarity and user understanding.

5. Vider Logo in Services:

   - Added the Vider logo to services for a more branded and recognizable presentation.

6. Increased Address Fields Limit to 100:

   - Address fields limit has been increased up to 100 characters, allowing for more detailed address information.

7. Fix for "Select All" in Reports Field:

   - Resolved issues related to the "Select All" option in reports fields for users and clients, ensuring accurate and complete selections.

8. Email and Push Notification Management:

   - Stopped all email and push notifications, except for the essential 5, providing a more controlled and focused notification experience.

9. Information Data Changes:

   - Made changes to information data for improved accuracy and relevance.

10. Holiday Preferences Fix:

    - Fixed issues related to holiday preferences, ensuring accurate and reliable holiday scheduling.

11. Client Delete and Select, Inactive Bug Fix:

    - Resolved bugs related to client deletion, selection, and inactive status, ensuring proper functionality and user experience.

12. Import Sheets Bugs Fixed:

    - Fixed bugs related to importing sheets, addressing any issues and ensuring a smoother data import process.

13. Subtask Creation Enhancement:

    - 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.

14. Task Board View Adjustment:

    - 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.

December 2023

Features:

1. WhatsApp Integration for Notifications:

   - 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.

2. Collect Data Feature in Task (I-Pro):

   - 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.

3. Camunda Approvals Integration:Camunda Approvals Integration:

   - 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.

4. Attendance Module:

   - 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.

5. Task Export Sheets:

   - Added the ability to export task data into an Excel sheet based on filters and search parameters, providing more flexibility in data extraction.

6. Client Export Sheets:

   - Enhanced the client export feature to support filtering and searching, allowing users to export specific subsets of client data.

7. User Export Sheets:

   - Extended the user export feature to support exporting users based on applied filters, offering a more targeted approach to user data export.

8. Daily Reminder Email at 9:30 AM:

   - 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.

9. List View in Calendar:

   - 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.

10. Floating Button for Import Users:

    - Changed the floating button for importing users from the Users Page to the User Invite Page for better accessibility.

11. Loading Message Change in Calendar:

    - Changed the loading message in the calendar interface to "Thank you for your patience, your data is on its way.

12. Double Click Duplicate Prevention:

    - Implemented measures to prevent the creation of duplicates through double-click actions.

13. Pagination for Every Table:

    - Introduced pagination for every table in the system, improving navigation through large datasets.

14. Snack Messages:

    - Added snack messages across the application for informative and real-time notifications.

15. Collect Data Feature in Task (General):

    - Implemented a "Collect Data" feature in general tasks, allowing users to create a link with required files and send it to the respective client.

16. Field-Level Validations and Improved Error Messages:

    - Implemented comprehensive field-level validations and improved error messages across the entire application for enhanced data accuracy and user guidance.

17. Validations for Mobile Number, Email, and PAN:

    - Added validations for mobile numbers, email addresses, and PAN numbers, ensuring correct formats for these crucial fields.

January 2024

Features:

1. Test Drive Feature:

   Implemented a daily test drive for active organizations. Users will receive a morning message at 8:30 AM to confirm if they require notifications for that day.

2. WhatsApp Notifications with Attachments:

   Added support for WhatsApp notifications with attachments. When an invoice or receipt is created, users will receive a WhatsApp notification with the attached document.

3. WhatsApp Notification Preferences:

   Introduced granular WhatsApp notification preferences. Users can now set preferences for WhatsApp notifications as a whole and for specific notification triggers.

Improvements:

February 2024

Features:

1. Services:

   Users with administrative privileges can clone Vider Service(s) and make changes according to Organization needs for better understanding to their employees.

2. Services:

   Users with administrative privileges can "In-activate" or "Activate" a Service for which tasks can be created based on their Organization's Specialization .

3. Communication:

   Sending automated notifications to employees and clients just got more efficient and secure. Organizations can now utilize their existing SMTP server (Google / Outlook) to directly send important updates, reminders, and alerts straight from their own email addresses.

4. User | Attendance:

   User Attendance can now be monitored based on Real Time Location along with Push Notifications. A new check-in & check-out feature has been given for a user.

Bug Fixes:

1. Resolved a bug related to profile picture uploads.
2. Removed the mandatory requirement for UPI IDs in bank accounts.
3. Corrected the Excel format for non-recurring tasks.
4. Fixed the effective date of registration to be non-mandatory.
5. Resolved issues with the "Task Current Financial Year" field in task creation and recurring fields.
6. Fixed a bug in the admin service that prevented all organizations from being retrieved.

Improvements:

1. Modified tooltips to provide more accurate and informative descriptions.
2. Updated client categories to use more easily understandable names.
3. Added regular expression (regex) patterns for PAN validation to ensure correct input.
4. Implemented a feature that automatically prompts users to generate an invoice for a completed task. If the user confirms, relevant details are pre-filled to simplify the invoice creation process.

March 2024

Features:

1. Client Notifications:

   Organisations can now send notifications to clients at certain predefined trigger points.

2. Tasks:

   Now set budgeted hours for a task and track efficiency with actual hours.

3. Biling:

   Users who have access to billing & receipts can now update and cancel a receipt.

4. Leads:

   Users with permissions can create, read, update (convert) & delete a lead.

5. Dashboard:

   Users with an admin dashboard permissions can now access the Daily Attendance of the entire organisation.

6. Task Board:

   New Filters added:

   1. Billing Type - Billable | Non-Billable

   2. Billing Status – Billed | Unbilled

   3. Task Leader

7. Task Leader:

   Now clearly distinguish between the tasks assigned to & who leads the tasks separately (For clear supervision of what is happening in the tasks of the team, a task leader can be appointed)

8. Missed Deadlines:

   Quantify the prevalence of tasks missed or completed late relative to statutory deadlines.

9. Task Board:

   The task creation page now utilises full screen for an improved user interface & with immediate client creation, auto-selection option embedded.

10. Export Data:

    Our tool provides a data export option wherever necessary.

Bug Fixes:

1. Resolved issues related to custom SMTP settings.
2. Fixed bugs in the attendance module pertaining to adding leaves and permissions.
3. Corrected errors in the task import process regarding expected completion and start dates.

Improvements:

1. Implemented notifications based on attendance preferences. Users will receive notifications aligned with their chosen attendance settings.
2. Added the geographical location where users check in from to provide more detailed attendance information.

April 2024

Features:

1. Client Credentials:

   Pre-defined website names along with URL & customization provided:

   1. Income Tax
   2. GST
   3. MCA
   4. EPFO
   5. ESIC
   6. DGFT
   7. ICEGATE
2. Interactive Dashboard:

   For a more comprehensive analysis, interacting with any chart, graph, or other visual element within the dashboard will provide you with a granular view of the underlying data. This allows you to explore the specific details behind the information presented in a more comprehensive and informative manner.

3. Interactive Reports:

   Report allows you to interact with the data directly. This functionality provides the flexibility to explore granular details behind the presented information, fostering a more comprehensive understanding of the key findings.

   1. User Reports ->> Client Wise Log Hours | Status Wise Task | User Based Task | Highest Number of Task Completion | Overdue Task | Detailed Overdue Task | Missed Deadline Report
   2. Invoice Reports ->> Task Completed to Un-Billed Task | Task Completed to Billed Task | Invoice Overdue | Client Wise Task Completed to Un-Billed Task | Client Wise Task Completed to Billed Task | Balance Due for Invoice Raised | Receipts Issued
   3. Custom Reports ->> Client | Task | Time to Value Report
4. User Login:

   1. ATOM User can now login with his Mobile Number provided in his Profile

   2. Forget Password is now validated with the OTP sent to the mobile number and the reset password screen is provided once the OTP is Validated

   3. ATOM User can now update his mobile number

5. Task I -Pro:

   1. Collect data link capacity has been increased from 50MB to 200MB

   2. Task Assignees will get a push notification for every document uploaded by the Client in the link provided

6. Quantum integrated into ATOM:

   Quantum can be subscribed by contacting the Support Team. Additional Integration Features Enabled after Subscription to Quantum are listed below..,

   1. Dashboard ->> Number of Documents | Documents by Status | Document Status by User

   2. Clients ->> A New Section has been provided where we can access the list of all documents drafted in one place

   3. Task ->> The User can select from the predefined template to draft the documents using Quantum are linked with a specific task for easy access.

7. Registered Mobile Number:

   Users can now change their registered mobile number from the settings part

Bug Fixes:

1. Resolved issues related to the financial year and import sheet for tasks.
2. Corrected bugs in the user import sheet.
3. Implemented the ability to edit leads within a specific organization.
4. Fixed errors in the client category field during import.

Improvements:

1. Added a feature to display the remaining time in task edits for users.
2. Enhanced mobile number validation in user profiles to ensure accuracy.

May 2024

Features:

1. ATOM Pro | Income Tax:

   Income tax automation is now live. You can select a client, enter their PAN and password, and click sync to check updates in real time. You no longer need to log in to the income tax portal to check data; instead, you can sync directly from Atom and view information such as profiles, returns, forms, outstanding demands and e-Proceedings.

   Steps to use:

   Step-1: go to ATOM Pro – select Income Tax

   Step-2: Click on Add Client>> select client >> Add credentials

   Step-3: Once client is added >> click on action >> click on sync data

2. Client Portal:

   Now, you can give access to the client portal, choice of selecting the clients who can have access depends solely on the users of the platform.

   Clients >> Client profile >> Enable client portal access

   An email will be sent to the client email ID given which has the link to sign in ( https://client.vider.in/login ) and clients can set up their own password

3. Service Dashboard:

   ATOM users can now check the service level analytics such as “status wise tasks & dashboard concerning each service in its full view.

4. Quantum – Esign:

   Users of Quantum can now sign the single page documents using our esign option enabled in this update.

5. ATOM Pro | GST:

   GST Return Status Tacker enabled for 3 Categories (Regular Tax Payer | Tax Deductor | Tax Collector)

   1. 1. Returns enabled for Regular Tax Payer
   2. 1a. GSTR-1/IFF -> Details of Outward Supplies of Goods or Services
   3. 1b. GSTR-2X -> Statement of TDS & TCS Credit Received
   4. 1c. GSTR-3B -> Details of Outward Supplies & Inward Supplies liable to Reverse Charge
   5. 1d. CMP-08 -> Statement for payment of Self-Assessed Tax 1e. GSTR-4 -> Annual Return of Registered Person who has opted for Composition Levy
   1f. GSTR-9 -> Annual Return 1g. GSTR-9C -> Reconciliation Statement
   6. 2. Returns enabled for Tax Deductor -> GSTR-7
   7. 3. Returns enabled for Tax Collector -> GSTR-8
6. User Profile | Pending Tasks:

   List of Tasks (Todo | In Progress | On Hold | Under Review) where the user is an Approver

7. User Profile | Archives:

   List of Tasks (Completed | Terminated | Deleted) where the user is an Approver

8. Task Board:

   1. Expected Due Date Filter

   2. In Task Status Filter included Todo Overdue | In Progress Overdue | On Hold Overdue | Under Review Overdue

9. Dashboard:

   Task Status by Employee has been divided into

   1. Task Status within the Statutory Due Date (Todo | In Progress | On Hold | Under Review | Completed)
   2. Overdue Task (Todo | In Progress | On Hold | Under Review)
10. Client number:
    1. Client Number can be Auto Generated from the preferences section
    2. The Client Number field provided while creating and in bulk import as a non-mandatory field and duplication is been allowed
11. Client Activity Log:

    Date Range & Sorting by category are enabled in the Activity log

12. Client Profile:
    1. Communication & Billing Addresses can be entered in a single field while updating the profile and bulk import
    2. Field to enter TAN provided
13. Sub-Task:
    1. A separate list is Provided in the task board along with Search, Filter & Export
    2. Sub Task can be assigned to any active user in the organization, not limited to the assignees of the main task
    3. In Clients -> Pending Task | Archives -> List of Sub Task provided along with the main task
    4. In User Profile -> Pending Task | Archives -> List of Sub Task provided along with the main task
    5. In Manage Users -> Pending Task | Archives -> List of Sub Task provided along with the main task
    6. In Custom Reports, a new sub-task report has been provided
14. Biling:
    1. Logo Size Increased in Invoice, Receipt Preview & download
    2. Separate Tag (Chartered Accountants | Cost & Management Accountants | Company Secretaries | Tax Consultants | Custom) provided in Billing Entity Preferences
    3. 3. In GST based Billing Entity while creating an Invoice Place of Supply will be autofilled based on;
    4. 3a. If the Client is GST Registered (Should be Verified in Profile Section), then the Place of Supply will be auto-filed based on the Location of the Recipient
    5. 3b. If the Client is NOT Registered under GST, then the Place of Supply will be autofiled based on the Location of the Supplier
15. Service Dashboard:

    Analytics for each service provided based on the Financial Year

    1. Expected Revenue (Service Fee | Additional Charges | Pure Agent)
    2. Overdue Task Count
    3. Services based on Recurring v/s Non-Recurring
    4. Services based on Current Status (Todo | In Progress | On Hold | Under Review | Completed | Terminated | Deleted)
    5. Services based on On Hold Remarks (Pending at Client | Pending at Department | Others)
    6. Services availed by Client v/s Not availed
    7. Services based on Billable v/s Non-Billable
    8. Services based on Billed v/s Un-Billed
    9. Services by Priority (High | Medium | Low | None)
    10. Service Performance based on Budgeted Hours v/s Logged Hours
    11. Service Performance by Assignees based on Top 5 Users Time Logged
16. Client Import Sheet:

    As data export in various tools like Genius / Winman differs and the address of the client has split into different formats or single cell, we have been advised to change the address column in ATOM to a single column based on which importation of clients becomes easy, users can later select the state.

Bug Fixes:

1. Resolved issues related to invoice preview.
2. Corrected errors in organization login and password management.
3. Fixed bugs in the daily morning messages and overview messages sent via WhatsApp.
4. Updated the task creation checklist item.

Improvements:

1. Added a required description field in reports to ensure accurate counts and avoid confusion. For example, in the "Task Status by Employees" report, tasks marked as completed within the statutory due date and then archived are excluded. Archived completed tasks become inaccessible after 15 days. Additionally, tasks completed after their statutory due date are also excluded.
2. Implemented a required note when adding DSC registers in the client view section for adding the GST of a client.

June 2024

Features:

1. UDIN:

   UDIN feature has been enabled in ATOM

   1. UDIN can be added in task level – while creation of a task, enable UDIN button if it is applicable for the task (if UDIN is enabled for the task & if task is marked completed before entering the UDIN, then a pop-up appears showing the error)
   2. You can add the UDIN details in task full view
   3. UDIN register has been added in the Registers section available in the main navigation bar.
   4. Users can also add UDIN which don’t have a task
   5. Add professionals who are eligible to generate a UDIN, in organisation profile, you can either add the users of the organisation who can generate a UDIN or you can also add professionals who are not within the organisation
2. Credentials:

   ATOM & ATOM Pro: Users can now import credentials of both Income tax & GST to ATOM & ATOM Pro using bulk import option.

   All the imported credentials are auto-picked wherever necessary (ATOM-Pro)

3. International Mobile Number:

   Users can now add the NRI client mobile numbers as well, select the country code and add the international mobile numbers. The option is enabled in import, add new lead, add new client & DSC creation as well.

4. Statutory Due-Date change in task:

   When a statutory due date is changed, then the users must mention the reason for such change and which can be viewed in task full view

5. Bulk Sync in ATOM-Pro:

   Now use bulk sync option to get the data of all the clients at single click

6. Onedrive – Storage:

   Now store all your data in onedrive of your organisation, Folders will be auto created in your onedrive

7. Bulk Activities:

   Users can Change the (Status | Start Date | Statutory Due Date | Expected Completion Date | Priority | Assignee | Leader | Billing Type) for many tasks at once through certain criteria and filters

8. Non-recurring Tasks:

   Upcoming non-recurring tasks can be viewed in Clients, User Profiles, Manage Users - Profiles and Archives - Non recurring tasks will be appear on task board only after the start date of the task

9. Permissions – UDIN:

   Who can Add/Edit/View/Delete a UDIN are now under your control, check the permissions related to UDIN and set them now

Bug Fixes:

1. Resolved issues with assignee assignment in the task board.
2. Fixed bugs related to UDIN.
3. Corrected the following errors:
   o Country code error in the client full view and DSC creation.
   o Refreshing the Invite User page after creating a user.
   o Missing WhatsApp message after user invitation.
   o Resending user invitation error.
   o No email sent when client portal access is enabled.
   o Kyb add PAN fix.

Improvements:

1. Added UDIN filters for enhanced search capabilities.
Previous Next

July 2024

Features:

1. Activity Log:

   Now on, detailed activity log will be created and saved in “Tasks, Clients & Billing”

2. ATOM Pro | Income Tax:
   1. Bulk Import: now you can import the credentials of Income Tax & GST just like you import client’s data.
   2. Income Tax Dashboard & Updates: see the detailed dashboard of notices or eproceedings received from the department, in the past 7, 15 & 30 days respectively
   3. Errors: errors will be shown in detail when income tax site has any issue and couldn’t download the data
   4. E-proceedings multiple responses: Multiple responses will be shown in details in e-proceedings tab
   5. Password break: in case of documents having password, our system breaks down the password and you can download & view them directly
   6. Auto-Compliance Calendar: based on the response due date and issue date, a calendar event will be created in the calendar section given in ATOM Pro.
3. ATOM Pro | GST:

   Fetch GST return status, regular notices & orders and also additional notices & orders just like we do it in ATOM Pro - Income Tax

4. Settings – Task Preferences:

   Completed tasks will no longer appear in your task board after a day, it is up to you and based on your own preferences the tasks will be moved to archives. Find the task preferences in settings part and set the no. of days after completion when they should be moved to archives.

5. Timesheet:
   1. Everyday a timesheet of all the users will be mailed to the admin
   2. Users can add bulk log hours now, meaning, if not entered as and when worked, they can just add log hours for all the works done at the day end.
6. Mobile Responsiveness:

   Now you can access ATOM from your mobile. Mobile responsiveness has been made live

7. One Drive:

   ATOM pro documents are also redirected to One drive if you are using one drive, or in other case they will be downloaded in ATOM storage of respective clients

8. Chrome Extension for Income Tax and GST Logins:

   Introduced a Chrome extension to simplify the login process for Income Tax and GST portals. If credentials are added to the extension, it will automatically activate on the login page and allow users to select the desired client from a dropdown. Our software will then log into the portal.

Bug Fixes:

1. Resolved issues related to renaming client folders in OneDrive.
2. Corrected errors that prevented users from adding bank details.
3. Fixed bugs in the editing stage of work.
4. Addressed issues in the GST Atom Pro module.
5. Resolved attachment-related errors for GST and Income Tax.
6. Implemented changes to the financial year in the GST Atom Pro module.
7. Fixed a blank screen issue that occurred when invoices were canceled.

Improvements:

1. Added regular expression (regex) for GST validation to ensure correct input.
2. Implemented support for additional GST orders and notices.
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August 2024

Bug Fixes:

1. Updated the user import sheet to address any issues.
2. Corrected the state dropdown in the client import sheet to include appropriate validations.
3. Fixed errors related to editing GSTR credentials.

Improvements:

1. Implemented restrictions on attachment types for bank accounts to ensure compatibility and security.

September 2024

Features:

1. ATOM Pro – Email Notifications:

   If You have opted for ATOM Pro (Income Tax or GST or Both) we will send the reminder mails for due dates of Notices

2. Export ATOM Pro & UDIN Register:

   You can now export details from ATOM Pro & also UDIN register, export option has been enabled.

3. ATOM Pro – Enable/Disable Client:

   You can now enable ATOM Pro for any client by following these steps:

   1. Navigate to the Client Module.
   2. Select the specific client for whom you wish to enable ATOM Pro.
   3. Go to the Credentials section.
   4. If credentials are not already added, add them and toggle the Enable button.
   5. If credentials have already been added, you will see the Enable button. Click on it to activate ATOM Pro for that particular client.

   How to Disable ATOM Pro for a Client:

   1. 1. Via Client Module:
      - Navigate to the Client Module.
      - Select the specific client for whom you want to disable ATOM Pro.
      - Go to the Credentials section.
      - Click the Disable button to deactivate ATOM Pro for that client.
   2. 2. Via ATOM Pro Module:
      - Go to the ATOM Pro module.
      - Select the specific module (e.g., Income Tax or GST) you wish to disable.
      - Navigate to the Client Section.
      - Check the box for the client(s) you want to disable (you can multiselect).
      - The Action button will become available, click on it and select Disable.
      ATOM Pro will be disabled for the selected client(s).
4. Proforma Invoice:

   Now, you can generate Proforma Invoices directly within the system. This allows for seamless creation and sharing of preliminary invoices with your clients before final billing.

5. Fixed Filters:

   Persistent Filters in Taskboard and Clients Module When you apply any filters in the Taskboard or Clients module, those filters will remain active until you manually remove them or switch to a different module.

6. ATOM Pro GST – Notice Downloading:

   Notice Download Feature Now Live in GST Module (ATOM Pro) - Previously, only additional notices in the GST module was available. Now, all notices download feature is live! You can easily download and view notices directly from ATOM Pro with just a click.

7. GST Return Status Tracker:

   A New Return GSTR-1A (Amendment of Outward Supplies of Goods or Services for Current Tax Period) is made available from July 2024 Tax Period.

Bug Fixes:

1. Resolved issues with the statistics and numbers displayed on the Atom Pro dashboard..

Improvements:

1. Added a preference for the discount column to allow users to customize their view.
2. Enhanced tooltips with more informative and accurate descriptions.
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