Features

Human Resource Management (HR)

• The users can set first day of week as per their preferences
• The users can force login value when creating a user from a member
• Business cards for members can be generated
• Different files on member cards can be added
• Preview of emails sent by member module is shown
• Image editor can be used in user photo
• Public and private notes can be added to the expense reports
• The users can expand/collapse menus, categories and users list
• Leaves that were previously validated can be cancelled
• The users can apply for leaves for someone else if they have the right permission to accomplish so.
• An event can be assigned to several users
• Files can be added to leave requests
• The users can create for expense reports for someone else if they have the right permission to accomplish so
• Expense reports can be cloned
• Company alias’ name can be added when you add a company from a member
• Date of birth of the user can be added on user card
• Every user is allowed to set their preferred default calendar page
• Employee link can be added in expense report binding page ??

Customer Relationship Management (CRM)

• Price level can be defined for prospects
• Commercial proposals can be exported
• The users can select third parties’ emails in emailing module for all third parties with expired contract's lines
• Information from third party card are automatically suggested when creating a contact from a third party
• Attachments can be added on intervention cards
• Customer code and supplier code are defined automatically
• Proposal date can be modified if status is draft
• Proposal validation can be notified via emails
• When creating a third party from a member, it is set as a new customer
• Default language for third parties can be added and used if the multilanguage module is enabled
• Invoice can be created from a subscription
• Intervention cards can be sent by emails
• Logos can be added on third-party card
• The users can use extrafields on third parties
• A closed commercial proposal can be opened
• Delivery date is shown in proposal template
• Link to autofill/reset with quantity to ship when creating a delivery receipt can be added
• Customer reference can be edited at any time
• Orders can be created from contract
• Proposals can be created from interventions
• Closed shipments can be reopened
• Messages are shown on ticket card
• Public and private notes can be added in proposal lists
• The status of members can be chosen to be either external or internal while creating a member linked to a third-party
• The users can edit fields of proposal when proposal is not yet signed
• Online signature for proposal are available
• The prices on proposal can be updated while initiating proposal cloning

Vendor Relationship Management (VRM)

• Warning can be added if supplier payment is higher than due amount
• Vendor invoices can be created from vendor orders

Financial Modules (Accounting/Treasury)

• Free text can be added on bank cheque receipts
• Predefined invoices can be added, which can be used for repeated invoices as well.
• Navigation is added on donation sheets
• The users can clone commercial proposals and orders
• Product labels are added in invoice exports fields
• Contact to suppliers orders can be added
• Refused/canceled supplier orders can be reopened
• Accountancy code for product (buy and sell) can be set
• Bank name, from which the amount is paid or the to which the payment is received, is shown on invoice
• The date of cheque receipts can be edited
• Sales journal and Purchase journal report can be added
• Supplier invoice can be created from supplier order
• Sales journal and Purchase journal report can be added
• Donations can be cancelled
• Payment notes can be edited
• Manual orders from proposal can be created
• Supplier reference on supplier orders can be added
• The users can clone a supplier order with prices updates
• Discounts regarding quantity in supplier prices and prices by quantity in customer prices can be defined
• Revenue stamp is supported onto invoices
• Direct invoice can be created from predefined invoice
• When down payment is entered, discount to reuse into final invoice is automatically created
• Customer payments are supported with online payment link
• The users can set the start/end date of service line in invoice templates
• FEC Export can be added in accountancy
• Invoice module asks date of invoice when using the Clone feature
• Supplier invoice can be created from a reception
• Invoices can be created from timesheets
• Closing date and user on invoice can be put on auto-set.
• The users can create a deposit from order using a percentage of qty
• Global reduction can be added in cash desk
• The users can set type of price without tax per default for new sale price creation
• Miscellaneous payment can be cloned
• Customer invoice template list is available in Tactic. The users can add input date from/to
• Support for recurring purchase invoices is available in Tactic.
• List of available currencies in Tactic