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Release Notes - Sep 27, 2024

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🚀 New Features and Improvements Across Dashboards

We’re excited to announce a host of new features and updates aimed at streamlining processes, enhancing data accuracy, and improving user experiences across multiple dashboards.

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🌟 Key Features & Benefits

1️⃣ Supplier Bank Account Management

What’s New:

Capture supplier bank account details against borrowers to handle multiple bank accounts seamlessly.

Map virtual accounts directly within the system for greater flexibility.

Benefits:

Ensures accurate disbursement to the right accounts.

Supports efficient handling of complex supplier-borrower relationships.

2️⃣ Capture Login Amount in Smartdash

What’s New:

Record the requested limit of a customer or RM during onboarding.

Benefits:

Enables analysis of the sales pipeline.

Improves tracking of customer expectations and business forecasts.

3️⃣ Quick Search by Trade Name

What’s New:

Search across all dashboards using the Trade Name field for faster access to data.

Benefits:

Saves time and improves efficiency by reducing search complexity.

4️⃣ OPS Role-Based Access and Renaming for Clarity

What’s New:

Rename "Pre-Disbursement" as OPS Maker and "Disbursement Activities" as OPS Checker.

Restrict access: OPS Makers and OPS Checkers have permissions aligned to their specific roles.

Benefits:

Enhances clarity and prevents role-based access errors.

Increases accountability within teams.

5️⃣ Invoice Editing Enhancement

What’s New:

Provide full edit access to all invoice fields in Invoice Maker when editing an existing invoice.

Benefits:

Reduces redundant work by eliminating the need to reject and recreate invoices.

Boosts efficiency in invoice management.

6️⃣ E-Way Bill Auto-Validation

What’s New:

Automatically validate and populate E-Way Bill details.

Prompt users to add invoice details and images if no E-Way Bill number is present.

Benefits:

Improves compliance and reduces manual errors.

Speeds up the disbursement process.

7️⃣ ABFL Application Form Auto-Generation (Phase 1)

What’s New:

Capture selected fields directly from Smartdash to auto-generate the ABFL Application form.

Benefits:

Saves time and eliminates manual data entry errors.

Accelerates the application process for faster approvals.

8️⃣ Supplier Portal Enhancements: Call Centre Dashboard

What’s New:

Introduce a call centre dashboard view in the Supplier Portal for suppliers to check their retailers' status.

Benefits:

Improves transparency and supplier satisfaction.

Provides real-time updates to reduce queries and follow-ups.

9️⃣ Supplier Portal Enhancements: Onboarding Dashboard Mapping

What’s New:

Enable supplier mapping directly from the onboarding dashboard.

Benefits:

Streamlines onboarding processes.

Reduces manual effort and simplifies supplier-retailer relationships.

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📈 Expected Impact

Efficiency Gains: Enhanced workflows reduce manual effort across key processes.

Improved Accuracy: Minimized errors with automated validations and real-time data population.

Better User Experience: Role-based access, quicker searches, and seamless edits lead to faster and smoother operations.

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