What's New in Panoply - Version 2.216

1) Changes to Lead Log excel download :- With respect to users request added columns Quote Customer and End Customer to the excel.

2) Changes to Cross Selling Enquiry :- When a cross selling enquiry is logged by Engineer, now they can search for the part number from the same screen and add them as Cross Selling.

3) Enhancements to Employee Expense auto-mail :- Employee expense auto mail has been revamped with it's few formats and look and feel.

4) Changes to Freight Payment update process :- Hereafter with respect to current flow, once P&L adds the forwarder payment details, it will be moving to the Accounts Executive for Freight Payment Update. Once accounts executive process it, it will be moving to Accounts Manager in Freight Payment Update where he can Approve or Reject the data. If Accounts Manager rejects the data, it will list in concern department based on his selection (He can choose P&L Team, Accounts Executive). If Accounts Manager Approves the data then it moves to Finance Manager for Approval or Rejection. If Finance Manager reject the data, he can also choose to which concern department the Rejected should be listing (P&L, Accounts Executive, Accounts Manager).

Once Finance Manager approves the data, it will move to Finance Executive where he can process the payment or reject the payment which reflect to concern department based on selection (Finance Manager, Accounts Manager, Accounts Executive, P&L Team).

                                                                                            Thank You