New upgrades went live: New Documents, Task Allocation and more.

Let's get to the upgrade:

What's New? This update includes many things, but four of them really stand out.

• Collapsible Groups

• This round includes refinement on the allocation of users to tasks. To make it easier for smaller firms to only assign roles once overall, and to make it easier for bigger firms to refine role assignment.

• More document templates that will auto-generate. – This is such a great addition.

• The launch of the CIPC Enterprise Details table, giving you more insights.

• Our AI chat

All of these features were suggested by you, our valued clients.

We couldn't have done it without your feedback and suggestions—thank you for partnering with us to shape the future of DataGrows! Please let us know if you have any other cool ideas.

The Full List of Updates

• Collapsible Groups

• Role Allocation

• Document Templates

• CIPC Enterprise Details

• AI Chat Assistant

• Additions

• Fixes

• Reports

• Prospects

Collapsible Groups

When you open an input form today, you will see that the look has changed slightly. This was done to give you the ability to collapse the various sections or groups within the form. To collapse a section, click on the section heading, then click on it again to expand the section.

Role Allocation

You now have the ability to assign a team on a Global level throughout your system or break it down all the way to a table level per client.

Document Templates

You now have multiple options under Document templates to choose from. They all work in a similar way to the Engagement Letter, where you can adjust the text and upload your unique template to be auto-populated by DataGrows.

CIPC Enterprise Details

This is a great new addition that will enable you to pull through so many more details for each of your entities.

 

Introducing Geoff

Our cute AI bot will be going live over the weekend. On Monday you will see him in the bottom left corner of your screen. He is still learning, so please ask him loads of questions, but be patient as he continues to learn how to serve you better.

Additions:

Payroll

Payroll tasks can now calculate per payslip according to weekly, bi-weekly, and monthly payroll. This has also been added to the time log table.

Accountant Actions for custom roles

You can now set bulk actions for custom roles by clicking on the accountant in the Accountant table, then going to Accountant Actions.

Fixes:

• We have made a few improvements to the My Chat table to ensure it runs smoother.

• Firm will now show on the invoice table.

• Staff rates will now show the Rand value on the billing report.

• The export Xero contacts has been improved to allocate the VAT nr correctly in Xero.

• The Securities Register now displays No of Shares to 2 decimal places.

Reports:

We have added Actual time to the billing report in addition to the Rounded time and decimal time.

Prospects:

You can now mark leads as won in bulk and bulk mark complete steps in the sales funnel. To do this, simply select the records by checking the checkboxes to the left, then go to Actions and select a macro to bulk assign.

That's all for now, but there's always more on the horizon. If you have any questions, suggestions, or feedback, drop us an email at support@mydatagrows.com. We also have a webinar coming up where we will discuss all of these new features. Use this link to book your spot. Thursday 26 Jun 11:00 - 12:00

💬We Value Your Input! Your requests and feedback have shaped every feature in this update. Keep those ideas coming—we love hearing from you!

Thank you for being a part of the DataGrows community.

Warm regards,

The DataGrows Team