Short summaries of new capabilities for InSync 365—with emphasis on time saved and faster insight into operations (finance, payables, bank activity).
New HR report: absence rate by day of weekAdded For HR leaders, workforce planners, and line managers: a company-wide report showing which weekdays drive the most absences, with bar / by-type / heatmap views, per-day drill-down to actual records, and Excel export. Step-by-step in Instructions.
CRM: import bank statements and supplier expense invoices by emailAdded For finance and company admins: two dedicated inbound addresses in CRM Settings—PDF bank statements vs PDF supplier bills—less manual upload; same CRM queues as in-app import. Step-by-step activation in Instructions.
Duplicate an absence from the central listAdded For HR admins and absence approvers: copy an existing request (type, dates, approvers, and other details) and open it as a new one—less retyping, fewer mistakes, and more consistent data for reports and entitlements. See the All Absences screen guide for steps.
Pending absence in yellow on the employee calendarAdded On an employee’s year absence calendar, requests still awaiting approval show in yellow (legend too); approved leave keeps type colours—faster planning and sign-off for HR and managers.
More than one absence on the same calendar dayAdded The year absence calendar now shows several records on one day explicitly—split or blended type colours; the day detail lists every line—fewer wrong assumptions for HR and managers.
Filter the Employees list by teamAdded On the main Employees list, Show more filters now includes Teams—so you can match how squads and line ownership really work, cut noise before mass actions, and avoid exporting just to slice by team.
Shift schedule approval by direct managers (monthly)Added Direct managers confirm each team member’s shift plan for the calendar month—giving payroll, workforce teams, and period lock workflows a clear hierarchy-based sign-off before data is treated as final.
Expenses and payables: control and visibility for finance leadersAdded One CRM view of supplier commitments: processing when documents arrive (capture or upload), near–real-time visibility for CFOs and finance teams. Step-by-step guide linked from the article.
From statement to invoice: clearer cash and open itemsAdded One workflow for bank PDF statements and matching inflows to client invoices—less manual work, better visibility for finance and sales. Step-by-step guide linked from the article.