1. FACTWebNG — Customer Relationship Management (CRM)

• CRM Add Opportunities Module: A completely new module introduced to streamline and track customer sales cycles.
  • Add Opportunity: Allows creating new sales opportunities directly in the CRM system.
  • Modify Opportunity: Provides full capability to edit outstanding sales pipeline entries.
  • Delete Opportunity: Enables deletion of incorrect or duplicate opportunities.
  • Cancel Opportunity: Supports closing or canceling lost opportunities with proper logging.
• CRM Activities Management: Introduces a central record mechanism for tracking all interactions.
  • Incoming Email Activity tracking: Enables capturing of all incoming communications.
  • Outgoing Email Activity tracking: Enables tracking of all customer-facing sales outreach.
• Email Campaign Menu Enhancements: The Send Email workflow has been heavily optimized for CRM communications.
  • Multi-flow integration: Now functions seamlessly inside both the Email Campaign menu and specific CXO page tiles.
  • Dynamic data mapping: Emails now pull and display Lead/Account records, including Lead Source and Default Contact details.

2. Platform Performance, System Preferences & Admin Utilities

• Lightning Fast Reports Option: Accelerated processing speeds for critical report generation.
  • User Maintenance Option: A new toggle switch option is added inside 'User Maintenance' under System Preferences to turn on this facility.
  • Pre-Period Account Handling: The facility is now entirely upon User choice for companies that are not in the Current Accounting Period.
• Server Admin Utility — LDF Cleaning: Critical System Log cleaning utility has been updated to remove operations bottlenecks.
  • No License Check: The LDF Cleaning Utility is no longer license-dependent, allowing seamless admin access.
• Utility Diagnostic Module: The system diagnostics reports have been updated.
  • Diagnostic Messages: The layout and textual details of diagnostic message boxes have been revamped for clarity.

3. CXO Control Tower Enhancements

• Sales Performance Analytics: Optimized processing speeds and user-experience navigation for executive summaries.
  • Faster Load Times: The processing engine for CXO - Sales / Accounts Receivable - Sale - Detailed reports is now much faster.
  • Paginated Customer View: The Customer Details list inside detailed sales reports now displays exactly twenty customers per page.
  • Navigation Buttons: Incorporated clear, highly responsive 'Next' and 'Previous' buttons for page navigation.
• CXO Purchase Analytics Pagination: Extended standard pagination logic to the procurement side.
  • Paginated Vendor View: The Vendor Details list now displays exactly twenty vendors per page with Next and Previous buttons in these modules:
    • CXO Control Tower - Purchase Orders
    • CXO Control Tower - Purchase Orders Outstandings
    • CXO Control Tower - Receivable from Customers
    • CXO Control Tower - Payable to Vendors
• Access Control Security Alert: Enhanced standard administrative security feedback.
  • Denied Message Redefined: The warning alert shown when a user lacks rights to access the CXO Control Tower has been redefined for clarity.

4. Transaction Entries & Field Updates

• Purchase Invoice Landed Cost Selection: Automatic multiple-product selection has been incorporated into the Purchase Invoice upon selecting the Master Purchase Invoice Number for Landed Costing.
• Purchase Return — Vendor Reference Fields: Added dedicated fields to support vendor references in transaction entries.
  • Vendor Note Number: New field for recording the vendor credit note/debit note reference number.
  • Vendor Note Date: New field for tracking the date of the vendor note.
• Inventory — Negative Stock Report: The Quantity and Stock UOM columns are now added directly to the Negative Stock Report.
• Purchase Data Dump Fields: The Vendor Note Number and Vendor Note Date fields have been added as available columns in the Purchase Data Dump.
• Report Designer Updates: The Vendor Note Number and Vendor Note Date fields are now fully available in the Report Designer for the Debit Note Register and Purchase Returns Register.
• Material In / Out Stock Summary: A new Product Code parameter and Product Code column have been added to the Group Wise Stock Summary within Material In / Out reports.
• Balance Sheet General Ledger: A new row for 'Opening' balance has been added to the View Detailed General Ledger card for all Balance Sheet-type General Ledgers.

5. Reports Configuration & Customization Tools

• RW Report Preview Email: The 'Send Email' feature has been fully incorporated into the Report Preview screen for all migrated and custom RW Reports.
• Company Name Display Toggle: A new toggle switch has been added in the Configure Fields menu to switch between the full Company Name and Company Short Name.
• Color-Coded Legend Filters: Left Panel data can now be easily filtered using the color-coded legends displayed at the bottom of these 19 reports:
  • Purchase Data Dump
  • Purchase Order Data Dump
  • Vendor Ageing Data Dump
  • Purchases Registers - D/O (GRN)
  • Vendor Receipts Register Data Dump
  • Vendor Payments Register Data Dump
  • Vendor Ledger Data Dump
  • Customer Ageing Data Dump
  • Customer Ledger Data Dump
  • Customer Payments Register Data Dump
  • Customer Receipts Register Data Dump
  • Proforma Invoice / Quotation Register
  • Sale Data Dump
  • Sale Order Data Dump
  • Sale Registers - D/O
  • Voucher Payments Register Data Dump
  • Voucher Receipts Register Data Dump
  • Stock Transfer Order Data Dump
  • Inventory Data Dump

6. Payroll and Human Capital Management (HCM)

• Payroll settings — Pay Structures (HOP): Advanced day and attendance calculations added to HOP Payroll structure formulas.
  • WORKING_DAYS_EXCLUDE_HOLIDAYS(): New built-in system function to calculate total working days while completely excluding declared holidays.
  • PAY_DAYS(): New system function to dynamically calculate total pay days based on rules.
  • WORKING_DAYS(): The base function has been redefined for improved accuracy.
  • PRESENT_DAYS(): The base function has been redefined to strictly calculate physical attendance days.
• Employee Master Status updates: A new button 'Change Employee Status' has been added to the Employee Master screen.

7. Country-Specific Statutory Compliance

• India Statutory Compliance: Statutory compliance and reporting expansion for Indian tax audits.
  • Form 140 Support: New report added in Indian Statutory Reports and e-TDS forms.
  • Auditor's Toolbox integration: Form 140 is now fully accessible within the Auditor's Toolbox under TDS/e-TDS Forms.
  • Extended Certificate Support: Lower TDS Certificate Number field in Vendor/Customer module now supports up to 15 alphanumeric characters.
• Philippines Payroll Enhancements: Statutory compliance and payroll calculations for Philippines labor laws.
  • Attendance Import Template: New columns added in the Attendance Sheet import template:
    • Day type for Overtime Calculation
    • Day type for Night Shift Calculation
• Nepal Payroll Tax Slabs: Statutory compliance updates for Nepal taxation.
  • IRD Tax Slab Compliance: Payroll Tax Slabs have been updated strictly according to the new IRD guidelines.

FACTWebNG RW Reports Migration Registry

The following registry documents the extensive list of reports migrated to the new web-responsive (RW) reporting engine. All reports below are immediately available in the new system format: