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SARA 3.26.17

Release archive · Latest release

🆕 New Features

Plants / Access Overhaul

  • Active collaborators are now shown by default; inactive ones are hidden to reduce noise.
  • A Show All toggle allows viewing inactive collaborators when needed.
  • Collaborator names are now displayed directly on access records.
  • Version control added: access records can be renewed, with an optional file upload on renewal.
  • Expired records in active status have been corrected.
  • Filters are now available for the access list.
  • Clicking a plant name opens the plant's view modal directly.

Location: Human Resources → Plants → Access
Affected: Human Resources

Invoices Tab in Projects

  • A new Invoices tab is available inside each project under Customer POs, allowing users to view individual invoices linked to that project without leaving the project view.

Location: Engineering and Production → Projects → Project → Customer POs → Invoices
Affected: Engineering, Finance, General Management, Sales

Quote from Project

  • The New Quote button in Quotations now offers a dropdown to create a quote based on an existing project.
  • The selected project's expenses are converted into the quote's budgets and nodes automatically.
  • During creation, a currency is selected; all project expenses are converted to that currency at the exchange rate of the day the quote is created.

Location: Sales → Quotes → Quotations
Affected: Sales

View All Vacation Requests Permission

  • A new permission view all requests has been added to Vacation Management.
  • Users with this permission can view all vacation requests regardless of supervisor assignment.
  • Intended for HR supervisors.

Location: Human Resources → Personnel Management → Vacation Management
Affected: Human Resources

🚀 Improvements

Per Diem in Timesheets

  • A Generates Per Diem checkbox has been added to the Logistics Plan request form.
  • This flag determines whether per diem days appear in Timesheets and Accounting for that plan.
  • For plans without a saved value (e.g., older records), the system falls back to the collaborator's work plant and city to determine eligibility automatically.
  • A new column in Timesheet approval shows whether each day counts as per diem and how it was determined.

Full documentation on per diem determination logic is coming soon.

Location: - Human Resources → Timesheets → Timesheets - Human Resources → Logistics Plans → Logistics Plans

Affected: Finance, Human Resources

New Columns in Customer POs / Invoices

  • The invoices table now includes: Customer, Internal Company, Amount, Currency (as separate columns), and the linked CPO status.
  • Applies to both the global invoices view and the per-project invoices tab.

Location: - Sales → Customer POs → Invoices - Engineering and Production → Projects → Project → Customer POs → Invoices

Affected: Finance, General Management, Sales

Quotation Engine – Video Buttons

  • The primary video button now opens the video directly in the browser instead of downloading it.
  • Download and Delete actions have been moved into a dropdown on the right side, keeping the main action clean and one-click.

Location: Sales → Quotes → Quotation Engine → Videos
Affected: Sales

Holiday Calendar

  • Company-level holidays can now be configured and are excluded from vacation day counts.
  • Fixed an issue that prevented submitting vacation requests for past dates.
  • Vacation requests for future periods now work correctly.

Location: Control Panel → Holiday Settings
Affected: Human Resources

Budgetary Quote Send

  • Quotes in Budgetary status can now be sent through the system.
  • The send date is recorded on the quote.
  • The quotes list now supports filtering by budgetary sent status.

Location: Sales → Quotes → Quotations
Affected: Sales

Documentation Added

The following pages are now available on the documentation site:

Location: SARA Documentation
Affected: All

🧩 Miscellaneous and Internal Fixes

  • Timesheets – "Extra Hours" renamed to Overtime across all related views.
  • Email Payment – Improved label nomenclature in the payment send modal.
  • Directory – Duplicate email check added when creating new contacts; an alert is shown if the email already exists.
  • Welcome & Offboarding Emails – Profile photo is now validated before sending; a default image is used if none is found.