Docs

Changelog

A short, dated record of what has shipped in WorkOSync, newest first. Each entry links to the part of the documentation that describes the feature in depth.

Reading the dates

Dates mark the build milestone in which a capability landed in the workspace. Features that are still being connected to the ERPNext engine are marked as such in their module guide rather than listed here.

Procurement, deliveries, banking and the trade-cycle release

9 October 2026

  • Procurement: the full buy-side cycle from request for quotation to supplier quotation, purchase order, goods receipt and supplier purchase invoice, with three-way matching, stock postings on receipt and input VAT recovery into box 9 of the VAT 201 return.
  • Delivery notes: dispatch goods against a sales order with stock postings and cost of goods sold, part deliveries, and one-click invoicing with the delivery date as the date of supply.
  • Banking and reconciliation: import a bank statement, match each line to an invoice, bill or transfer, and post the payment to reconcile the account to the ledger; connected online-store orders post as tax invoices on reconcile.
  • Recurring invoices and Dunning: subscription and retainer profiles that auto-generate invoices each cycle, and escalating overdue reminders by days past due driven by AR ageing.
  • Opportunities and campaigns: a weighted sales pipeline by stage with expected value, conversion to a quotation, and campaigns that source and attribute deals.
  • Pricing, coupons and loyalty: pricing rules for tiered and customer-specific prices, coupon codes with limits and expiry, and a tiered loyalty program, all applied before VAT.
  • HR operations: attendance and time cards, leave, expense claims, appraisals and recruitment with job openings and an applicant pipeline, feeding payroll and approvals.
  • Fixed-asset lifecycle: straight-line depreciation schedules, movements, maintenance, repairs and disposal, on top of the existing register.
  • Helpdesk, warranty and AMC: support tickets with priority and SLA, warranty claims against serial-tracked items, and annual maintenance contracts with scheduled visits.
  • Inventory depth: batch and serial tracking, reorder levels, stock reconciliation against a physical count, and quality inspection at goods receipt and dispatch.
  • Documentation: new guides for Procurement, Delivery notes, Banking, Recurring invoices, Dunning, Opportunities and campaigns, Pricing, HR operations, Fixed assets and Helpdesk, all wired into the nav and the module catalogue.
  • Documentation: added guides for the Executive Dashboard, Daily Brief, Point of Sale, Online store, Properties and leases, Patients and clinic, Contracts and Timesheets, wired into the nav and the module catalogue.

Documentation with screenshots

27 September 2026

  • Rewrote the documentation into Getting started, Platform, Modules and Reference sections with a page per module.
  • Added real product screenshots captured by a repeatable generator (npm run docs:shots) with WebP optimisation and an image manifest.
  • New pages: Navigating the app, Exports and printing, Roles and permissions, Glossary and this changelog; the FAQ grew to twenty-plus answers.

VAT 201 filing workflow

26 September 2026

  • VAT Return (FTA VAT 201) now fills boxes 1a to 14 from the ledger for any quarterly or monthly period, with box 1 split by emirate.
  • EmaraTax entry sheet and a Workings view listing every document behind the figures.
  • Submission panel with a pre-submission checklist, profit margin scheme flag, Draft to Reviewed to Submitted steps, FTA acknowledgement reference and a downloadable return pack.
  • Notes gained a create modal, search and export; Settings gained an Add company dialog; stock entry, payroll, timesheet, asset and supplier actions were wired into their pages.

Platform Console and subscription billing

24 September 2026

  • Platform Console at /admin for superadmins: overview KPIs, companies with impersonation, users with a superadmin toggle, packages, platform payments, subscription invoices, payment gateways and ten panels of platform settings.
  • Branded subscription tax invoices and payment receipts at /platform/invoice and /platform/receipt, emailed to the customer with a copy to the operator.
  • Bots receive 404 on every admin path.

Security hardening

22 September 2026

  • Whole-site request gate: banned addresses refused everywhere, scanner probes banned on sight, tool-like user agents refused, crawlers allowed on public pages only.
  • Sign-in and sign-up: honeypot, signed timing token, per-IP rate limits, escalating lockouts, per-account throttling and constant-time credential checks with uniform errors.
  • Signed httpOnly session cookie verified on every protected request; body-size limits on every mutation.

Public documents and e-signature

19 September 2026

  • Hosted pay page for every invoice with card, bank transfer and wallet options and an overdue or paid banner.
  • Proforma invoice per sales order, quotation acceptance page with a drawn signature, and contract signing page.
  • Contracts module with types, templates, renewal history and connected invoices.

Client portal and roles

15 September 2026

  • Eight roles with a module matrix, editable role cards on Users and Access, route enforcement and a Log in as preview switcher.
  • Client portal with projects, invoices, estimates and a statement of account.
  • Sidebar collapse to an icon rail, company switcher and remembered group folding.

Manufacturing

10 September 2026

  • Recipes and bills of materials with live costing, work orders with lots, lines and operators, raw materials, finished goods, product costing, quality checks by category and export shipments with incoterms and a documentation checklist.

AI Work OS layer

5 September 2026

  • Daily Brief with morning and evening modes, AI synthesis and a business calendar; Executive Dashboard by month or quarter.
  • Ask AI with bring-your-own keys for OpenAI, Anthropic, Google and Moonshot.
  • Global Inbox for email and WhatsApp with AI-suggested replies, team chat with a floating panel, meetings with AI notes, one-tap approvals and UAE compliance countdowns.

ERP core on ERPNext

1 September 2026

  • CRM pipeline, customers with CSV import and a 360 profile, suppliers, quotations, sales and purchase orders, FTA tax invoices, payments and open invoices.
  • Accounting with a UAE chart of accounts, journal entries, banking, bills, checks, transfers, reconciliation, budgets, vendors and the financial statements.
  • Items and inventory with a stock ledger, projects with a task board and timesheets, HR and payroll, fixed assets, a report catalogue with QuickBooks equivalents and Excel, CSV and PDF exports everywhere.

Looking for what each module does today? Start at the module catalogue.