FEATURE UPDATE: MATERIAL/FINANCIAL PLANNING IN THE CRM MODULE
Dear Valued Customers,
The Product Development Department is pleased to announce an upgrade to the Finance module and the Purchasing module, bringing customers a more comprehensive, optimized, and efficient financial management experience.
Estimated upgrade time: 12:00 PM, February 23, 2024
Here are the outstanding features in this upgrade:
- Added a revenue/expenditure planning feature, helping businesses forecast finances for a specific period.
- Automatically aggregates data from receipts, payment vouchers, and revenue/expenditure plans into the budget table, giving users a synchronized and clear overview of costs, revenue, and profits.
- Added a function to create new material plans, helping to control the quantity of materials needed for the period.
- Automatically aggregates data from goods receipt notes, purchase requisitions, and material plans, providing a detailed material summary table to ensure transparency and management efficiency.
This upgrade promises to bring many valuable improvements to users. However, to ensure smooth operation before releasing the product to customers, we will first launch an EXPERIENCE VERSION ON WORKWAY
During use, if you encounter any issues or have any feedback, please let us know via the link below: Q&A Link
Product User Guide Links:
1. Finance Module User Guide
2. Purchasing Module User Guide
Thank you for your cooperation. We are committed to bringing you and our valued customers the best
experience when using the 1Office software.
Sincerely,
The Product Development Department
