Version 5.0.0 - 10/19/2026

🚀 Release Notes

👥 HR & Employee Management
     ●    Employee Rights – Employee Rights to Role: Introduced a new module under Employee Rights to assign permissions based on the selected user role. Note: Rights can only be assigned; removing or deleting assigned rights is not permitted.
     ●    Job Requisition Form – New Module: Introduced a new Job Requisition Form with role-based visibility. The final HR section is accessible only to users assigned an HR role and remains hidden for all other users.
     ●    Employee Master – User History Enhancement: Added functionality to display previous values in User History whenever the Job Title, Employee Type, Grade, Recognition Title, or Date of Hire is modified.
     ●    Employee Master List – Work From Home & EM Access Level: Added a Work From Home Allowed checkbox and an EM Access Level dropdown. Users can select the relevant employee record, modify these fields, and click Update to save the changes.
     ●    Employee Rate – Employee Title Column: Added a new Employee Title column in HR → Employee Rate → List Employee Rate.
     ●    Employee Document – Copy to Company Document Management: Added functionality to transfer one or more selected records from Employee → Employee Document → List Employee Document to Company → Company Document Management using the Copy button. Once successfully transferred, the selected records are automatically removed from List Employee Document.

📈 Employee Personal Growth Tracker
     ●    Employee Name Highlighting: Updated the Employee Name dropdown in List Employee Personal Growth Tracker to display employee names in red when they are not present in the Pending PGT list for the selected/current year.
     ●    Reporting Person Wise Highlighting: Added functionality to highlight employee names in yellow when they report to the selected Reporting Person.
     ●    Employee Dropdown Enhancement: Updated the Employee dropdown to display only Full-Time Employees, excluding other employment types.

⏱️ Timesheet & Project Management
     ●    PM Timesheet Approval – Own Project Rejection: Added a checkbox-based option allowing Project Managers (PMs) to reject timesheets associated with their own projects during the Timesheet Approval process.
     ●    Project Addendum – Budget Calculation Enhancement: Updated the calculation logic in Project → Project Addendum as follows:

Field	Updated Calculation
Labor Budget =	Total DTL + OH + Profit
Firm’s Portion =	Labor Budget + Firm Expense

The updated calculations are also reflected in the Firm Expense and Firm’s Portion Fee columns on the Project Addendum page.

🤝 Client Meeting, Proposal & Insurance
     ●    Client Meeting – Date Modification: Added functionality to edit the Date field in the Client Meeting module.
     ●    Proposal – Agency Information Integration: Updated the Proposal module to automatically retrieve Proposal Agency Information from the corresponding Client Meeting entry.
     ●    Insurance Request – Auto-Population Enhancement: Added functionality to automatically populate the Client, Agency, Address 1, Address 2, Proposal/Project Description, City, and State fields based on the selected Project or Proposal.

📊 Reports & Analytics
     ●    Report No. 112 – Hours Dropdown Enhancement: Added a new Hours dropdown to display project hours based on invoice status. Projects with generated invoices display Billed Hours, while projects without invoices display Unbilled Hours.
     ●    Report No. 121 – Reporting Person Modification: Enhanced the Reporting Person dropdown to allow users with any HR role to modify its selected value.
     ●    Report No. 221 – Multiple Selection Filter: Updated the Agency/Company filter to support multiple selections, allowing users to filter report data based on multiple Agencies or Companies.
     ●    Report No. 302 – Reporting Person & Employee Filter Enhancement: Added a new Reporting Person field with A–Z alphabetical sorting. Additionally, updated the report to display only employees marked as Red Line.
     ●    Report No. 313 – Project Details Enhancement: Updated the report to retrieve Project details based on the Project Manager. Additionally, added Project Branch, Business Line, and Market Sector details.
     ●    Report No. 333 – Total Field Enhancement: Added a new Total field, displayed when Action is selected as View.

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Version 4.0.0 - 09/19/2026

🚀 Release Notes

📊 Reporting & Analytics
     ●    Credit Card List History: Added From Date and To Date in the Credit Card List History popup. The same history popup can now be opened from Report No. 3 and Report No. 4 by clicking the Credit Card No.
     ●    Report No. 112 – Hours Filter: Added a new Hours dropdown. If an invoice has been created for the project, the report displays Billed Hours; if no invoice has been created, it displays Unbilled Hours.
     ●    Report No. 332 – NSR Comparison: When Summary Wise is selected from the View dropdown, the Review NSR dropdown is displayed. On selecting “Comparison (Past And Present)”, the corresponding comparison graph and table are displayed.
     ●    Proposal Submit Date Report: Added a new Proposal Submit Date report under the Marketing Group with From Date and To Date filters based on Proposal Submit Date. Added Prime/Sub classification where Prime = Yes represents Prime and Prime = No represents Sub. Proposals that are not submitted and are neither Won nor Lost are displayed under Pending.
     ●    User Dashboard Resume & Report No. 206: Made Role, Agency Name, Client Name, Reference Name, Phone No., and Email editable. Changes made to these details are automatically reflected in the Project Master. Also added the Contract No. column from Project Master.
     ●    Report No. 110 – Sick Hours: Added a setting-based flag “Display Sick Hours?”. When enabled, Sick Hours are displayed in Report No. 110; when disabled, they remain hidden.
     ●    Prequalification Management – List Page: Added an Expiration Date column.
     ●    Project Manager-wise Sales Goal – Reports No. 333 & 323: Updated Edit/Add Project – Step 2 so the dropdown now displays Project Manager (PM), Project Engineer (PE), and Marketing names instead of only Project Manager names.

📁 Project & Proposal Management
     ●    Project Master – Inactive Validation: Added a setting-based checkbox to validate the Payment Invoice Remaining Amount project-wise before making a project inactive. When enabled, if the Remaining Amount is greater than 0, the project cannot be made inactive and an alert message is displayed.
     ●    Project List – Project Manager Search: Added a Project Manager dropdown to search projects by Project Manager. The dropdown is displayed only when Project Manager is selected in the Search By filter.
     ●    Proposal List: Added a new Project Task dropdown to the Proposal List.
     ●    Project Step 1 – Project Addendum: Rearranged the columns in the Project Addendum section to improve the layout and usability.

👨‍💼 Employee, HR & Leave Management
     ●    IT Department & Employee Request Management: Added a new IT Department section under Reports with List User IT Request for User IT Request Form data and Employee IT Request for Account Amendment Form data. Also added a new Hired User section under Employee for Hired User Form data. All three modules have separate List and Edit pages.
     ●    Dashboard – New Hire Workflow: When the New Hire Form is opened from the Dashboard, clicking Save & Next automatically opens the User IT Request Form. From there, clicking IT Request Form opens the Account Amendment Form. The normal List/Edit workflow remains unchanged.
     ●    New Employee Hiring Form: Updated Project, Task, and Sub Task functionality to work the same way as Timesheet → Add Project Time.
     ●    Employee Leave – Email Notification: Updated the leave email workflow. When an employee applies for leave, an email is sent only to the employee. For Accountant approval, emails are sent for current and future-date leaves, while no approval email is sent for past-date leaves.
     ●    List Vacation – Bank Vacation Hours: Updated Benefits → Vacation & Sick → List Vacation so Bank Vacation Hours display correctly when a Termination Date exists in Employee Master.

⏱️ Timesheet Management
     ●    Timesheet – PTO Project: Updated the Timesheet functionality to prevent employees from deleting PTO projects.
     ●    PM Pending Timesheet List – Rejection Comment Validation: When the Project Budget is below 10%, the Comment field is not mandatory while rejecting the timesheet.
     ●    Timesheet – Low Budget Comment Validation: Added a setting-based flag “Is Project Low Budget Comment Required.” When enabled, the Low Budget Comment is mandatory when the PM approves the timesheet; when disabled, it remains optional.

🛡️ Insurance & Pre-qualification Management
     ●    Insurance Policy: Added Policy No. and Upload Policy Document fields and renamed Amount to Coverage.
     ●    Insurance Request: Renamed WC Required to Workers Compensation Required and DB Required to NYS Disability Certificate Required. Added a hover tooltip to the Broker Certificate Required dropdown with the text: “For City Agency, e.g., NYCHA, NYC Dept. of Parks, City of NY.”

💳 Expense, Course & Financial Management
     ●    List Additional Expense: Added a Date Picker for the Send All functionality.
     ●    Course Management – Delete Validation: Added checkbox-wise Course Delete functionality. Selected courses can be deleted; however, if an Invoice exists for a particular course, the system prevents that course from being deleted.

⚙️ Admin Panel & UI Improvements
     ●    Admin Panel – Sidebar Design: Rearranged the Admin Panel sidebar to improve menu organization, navigation, and overall usability.

🐛 Bug Fixes
Credit Card Management
     ●    Credit Card Statement: Resolved the issue where uploading a blank sheet incorrectly displayed the success message “CreditCardStatement Data Inserted Successfully!”
     ●    Credit Card Transaction: Resolved the issue where uploading a blank sheet incorrectly displayed the success message “Credit Card Transaction Inserted Successfully!”
NHI Invoice Management
     ●    Payment Amount: Resolved the issue where adding a new row and saving the entry caused the Payment Amount to be doubled in NHI Registration.
Invoice Management
     ●    Invoice Amount Calculation: Resolved the issue where the Invoice Amount was mismatched for multiple entries because the invoice amount was being added again with every new row entry.

Version 3.0.0 - 08/10/2026

🚀 Release Notes

✨ Enhancements
📊 610 Report
     ●    Calculation: Calculated using Employee Rate, Task Rate, Timesheet Hours, Overtime Hours, and Night Time Hours.

⏱️ Timesheet – UI Enhancement
     ●    UI Update: Updated the Timesheet UI so that all input boxes are white by default and change to yellow on cursor focus.
     ●    Value Display: Input boxes display blank values instead of 0.

📎 Field Inspection Schedule – Attachment Enhancement
     ●    Attachment Column Added: Added a new Attachment column in User Control → Field Inspection Schedule.
     ●    Supported Formats: Users can upload JPG, JPEG, PDF, and Excel files.
     ●    Email View: The uploaded attachment will also be available/viewable in the corresponding email.

📄 Report 302 – Employee Daily Report Enhancement
     ●    Employee Data Highlight: Updated Report 302 – “Show Employee Working in Office and Not Submitted Daily Report ” to highlight the filtered employee data in Red.
     ●    Reporting Person Added: Added the Reporting Person details along with the Employee List.

👤 Report 323/433 – Add New Employee Enhancement
     ●    Navigation Update: Updated Report 323/433 so that clicking “Add New Employee” redirects the user to Edit Project – Step 2.
     ●    Step Access: Step 1 will remain disabled, while Step 2 and all subsequent steps will remain accessible and functional.

📅 No Expiration Date Needed Enhancement
     ●    New Checkbox Added: Added a new “No Expiration Date Needed” checkbox.
     ●    Field Visibility: When the checkbox is selected, the expiration-related fields/columns will be hidden.

💳 Vendor Invoice – Payment Selection Enhancement
     ●    Manual Cheque & ACH: When Manual Cheque is selected, ACH cannot be selected.
     ●    When Manual Cheque is not selected, the user can select ACH.
     ●    List Page Status: On the Vendor Invoice List Page, the status displays “Yes” when ACH & Cleared Cheque is selected.
     ●    If only Manual Cheque is selected, the status displays “No”.

📇 Contacts Management – Excel Export Enhancement
     ●    Contact Provided By Column Added: Added the Contact Provided By column in both Export to Excel and Export All to Excel in Contacts Management.

🏢 User Control – Prequalification Enhancement
     ●    New Section Added: Added a new Prequalification section in User Control.
     ●    New Columns: Added Company/Agency Name and Date of Expiration columns.

📆 Pending Invoice – User Control Enhancement
     ●    Date Filters Added: Added From Date and To Date filters in the Month Wise section when clicking “More” in the Pending Invoice User Control.

Version 2.0.0 - 07/27/2026

🚀 Release Notes

✨ Enhancements
📄 Proposal Hours Summary Report Enhancement
     ●    Keyword Filter Added: Added a new Keyword filter to the 273. Proposal Hours Summary Report.
           ■ The Keyword filter enables users to search report data using:
              • Employee Name
              • Proposal Code
              • Proposal Title
     ●    Benefit: Improves search efficiency and allows users to quickly locate relevant proposal records.
     ●    Navigation: Reports → Marketing → Proposal → 273. Proposal Hours Summary Report

💼 Employee Document Type Enhancement
     ●    Display In Resume Filter Added: Added a new Display In Resume filter in the List Employee Document Type screen.
     ●    Benefit: Allows users to filter document types based on whether they are marked for display in the employee's resume.

💳 Vendor Invoice Enhancement
     ●    Invoice No Column Added: Added a new Invoice No column to the List Vendor Invoice screen.
     ●    The value is automatically linked from the corresponding Invoice No in the List Invoice screen (Vendor Invoice Link).
     ●    Navigation: Admin Home → Invoice → Vendor Invoice → List Vendor Invoice

👤 Employee Master Enhancement
     ●    New Fields Added: Added Grade and Roster Title fields to the Employee Master Edit screen.
     ●    Automated Logic: The selected Roster Title is automatically displayed in the Job Title field.

⏱️ Project Timesheet Detail Report Enhancement
     ●    PM Comments Column Added: Added a new PM Comments column to the 112. Project Timesheet Detail Report.
     ●    Benefit: Displays comments entered by the Project Manager (PM), providing better visibility during timesheet reviews and approvals.

📊 Proposal Hours Summary Report Enhancement
     ●    New Columns Added: Added Agency and Project Type columns to the 273. Proposal Hours Summary Report.
     ●    Data Source: Values are fetched directly from the corresponding Proposal details to provide additional project information.

🛠️ Bug Fixes
     ●    Dashboard Control Checkboxes: Resolved all checkbox-related issues in the Dashboard Control screen, ensuring correct functionality and consistent behavior across all checkbox options.
     ●    Add Proposal Screen Cancel Button: Resolved an issue where the Cancel button on the Add Proposal screen was not functioning correctly.


Version 1.0.0 - 07/13/2026

🚀 Release Notes: New Features, Enhancements & Bug Fixes

🌟 New Features & Module Enhancements
🕒 Timesheet & Vacation Management
     ●    Multi-Entry Support: Added support for creating multiple Timesheet entries across Project Manager, Accountant, Admin, and Employee scenarios.
     ●    Vacation Integration: Vacation entries are now fully incorporated into the Timesheet module. 🏖️
     ●    Access Control: Updated the Timesheet module so that only the Accounting team can modify the Start Date and End Date periods. Regular employees can no longer edit these dates.
     ●    Automated Holiday Assignment: Implemented automatic Holiday assignment based on the Daily Working Hours flag configured in the Employee Master.
     ●    Auto-Add Bank Vacation Hours:
           ■ Created a new clone function for automatic Bank Vacation Hours allocation.
           ■ Updated the Regular Hours calculation formula: Total Hours (Max.8 Hours/Day)- OT Hours - Used Vacation HoursVacation
     ●    Visibility & Locking Controls:
           ■ Added a Display Sick Hours? Company Setting to toggle Sick Leave visibility on the Vacation page.
           ■ Introduced two new Company Setting flags: Show Lock Vacation/PTO Option and Allow Users to Unlock Vacation/PTO.
           ■ Added a Lock Vacation column to the Vacation/PTO Hours page for the selected month (visible based on settings).
👥 Employee Rate Management
     ●    Enhanced Rate Management: Added support for Multiple Employee Rates and enabled multiple date selection in the End of Rate Effective Date filter.
     ●    Reporting Hierarchy Restructuring:
           ■ The Employee Rate page now strictly displays only the logged-in user’s reporting employees.
           ■ The Add Multiple Employee Rate module has been restricted to allow selection only from the logged-in user’s direct reporting lines.
     ●    New Fields & Messaging:
           ■ Added a Last Period End Date field to both the Employee Rate Master and Add Multiple Employee Rate modules.
           ■ Updated the success confirmation message to: Rate End Date Updated Successfully ✅
📊 Advanced Reporting & Search Filters
     ●    Project Employee Task Hrs. Report (Reports 322/433): Added a new Task filter and a matching Task column.
     ●    Roster Report Step 1 (Report 151): Added strict validation. When an employee is selected, both Grade and Hourly Rate are mandatory, and the Hourly Rate must be greater than 0. Front-end UI alignment issues have also been resolved.
     ●    Resume Report Updates:
           ■ Replaced Project Type with Project Task and modernized the layout.
           ■ Included additional Resume List details (Education, Registration, and Summary of Work Experience).
           ■ Implemented a Lock feature to hide sensitive data from employees and prevent front-end editing by PMs.
           ■ Restricted Project Reference data to display only for projects with > 1 month of experience, visible exclusively to Project Managers (PMs).
     ●    Enhanced 'Search By' Filters:
           ■ Added a dropdown search tool to the Employee Rate Report.
           ■ When Date is selected $\rightarrow$From Date and To Date fields appear.
           ■ When Effective Date is selected Start of Rate and End of Rate Effective Date fields (with multi-date selection support) appear.
💼 Admin & Company Settings
     ●    Invoice Data Editing Control: Added a new Company Setting under Admin Home → Company → Main Control → Company → List Company → Miscellaneous Settings.
     ●    🔒 Disabled: The Vendor Summary and Credit Card Transaction Summary sections in the Invoice Master remain read-only.
     ●    ✏️ Enabled: These sections become fully editable for quick data updates.
     ●    PM/RP Pending Timesheet Comments: Added a role-based Comment feature. Comments are visible to PMs, Accountants, and Admins, but only the author can modify their own comment.
           ■ PM Workflow: New Comment column added under Dashboard → PM Pending Timesheet → Employee Timesheet.
           ■ Accountant Workflow: View-only access under Dashboard → PM Approved Timesheet → Employee Timesheet.
     ●    Vendor Merging: Added a Merge Vendor feature. Selected From Vendors merge into a designated To Vendor, automatically marking old profiles as inactive and syncing across the Vendor Invoice module.
     ●    System Controls: Increased maximum file upload limits from 1 MB to 2 MB in the Certificate and Equipment modules. 📁
🚗 EZPass Transactions & UI Indicators
     ●    EZPass Remarks: Added a Remarks column next to the Billable option. Enhanced the Show/Hide Search functionality to allow searching by Car, with the ability to add and save custom remarks.
     ●    Timesheet Visual Indicator: Added a green circle indicator 🟢 on the dashboard for employees with recorded timesheet hours greater than 0.

🎨 UI & Modernization Updates
We have completely redesigned the interfaces for several core modules to provide a modernized look, improved responsiveness, and intuitive user flows:
📅 Seminar Management Module
     ●    Seminar Event (Add / List screens)
     ●    Seminar Registration (Add / List screens)
     ●    Event Organization (Add / List screens)
📚 Book Module
     ●    Subject Layouts (Add / List screens)
     ●    Book Subject Layouts (Add / List screens)
📑 Agreements & Settings
     ●    Agreement Management: Modernized the List Agreement screen.
     ●    NHI Setting Management: Full interface overhaul for enhanced usability.
     ●    Dashboard Customization: Added a floating Settings icon ⚙️ on the Dashboard page, allowing users to drag, customize, and save their preferred display order of dashboard widgets.
     ●    E-Management App Contact Screen: Optimized readability by placing the Cell No. and Direct No. on a single line, while allowing the Agency/Company field to span multiple lines cleanly.

🐛 Bug Fixes & Stability Improvements
     ●    Vehicle Mileage: Fixed a bug where Total Odometer, Car Mileage Rate, and specific column values were missing for certain vehicles on-screen and during Excel exports. 🚗
     ●    Data Validation Alerts: Added validation system-wide. If required data is missing from a highlighted view, the system now displays a clear No Data Found message instead of a blank screen.
     ●    Credit Card Receipts Module: Fixed a missing asterisk (*) indicator on the mandatory Sub Consultant field. Updated success prompts to align with the web application:
           ■ On Create:Credit Card Receipt Successfully Submitted.
           ■ On Update:Credit Card Receipt Successfully Updated.
     ●    User Hierarchy: Resolved an issue causing incorrect Reporting Person assignments.
     ●    Vacation Eligibility & Timesheets:
           ■ Fixed a validation glitch that blocked employees from saving timesheets due to faulty vacation hours calculations.
           ■ Resolved an app-hanging loop where submitting a Vacation/PTO entry without a Reason caused the page to load indefinitely.
     ●    Field Inspection & Multi-Payments: Patched functionality defects within the Field Inspection Scheduling and Multiple Payment Invoice modules.
     ●    Notification Engine: Fixed the notification counter in the E-Management App. Deleting items via 'Select All' now accurately updates the badge count and displays a No Notifications Found message when empty. 🔔
     ●    Login Flow Re-engineering (E-Management Mobile App):
           ■ Fixed the Remember Me checkbox remaining checked after a user uncheck it.
           ■ Fixed overlapping spacing layouts between Remember Me and Biometric Unlock.
           ■ Note: The login security flow has been comprehensively re-engineered. Please verify login states during QA. 🔐
     ●    Auto Time In Alerts: The Pending Previous Day Timesheet alert now triggers reliably for both manual and automated Time In events.
     ●    Holiday Project Automation: Fixed an oversight where the Holiday project wasn't added during approvals. The system now automatically attaches the Holiday project as soon as a PM opens an employee's timesheet for approval.
     ●    NHI Course Messaging: Deleting records now outputs a clear confirmation banner: Record Deleted Successfully.

📥 File Download Experience Upgrade
We have enhanced the user feedback loop for file downloads with real-time status alerts and intuitive progress indicators:
     ●    ⏳ When a download starts: The system displays a floating File Downloading... notification.
     ●    🎉 Upon successful completion: The status updates instantly to File Downloaded.