Changelog

October 2026 (Oct 1–11)

New features

• Long-term PAdES digital signatures — Sign with a USB token, a provider HSM (remote signing), or SMS OTP / passkey (WebAuthn). Signatures embed an RFC 3161 timestamp and revocation data (OCSP/CRL), reaching PAdES-B-LTA so they stay verifiable for years. A signature verification screen checks any PDF. One shared signature ledger now covers offer letters, asset handover records, milestone acceptance and review forms.
• Signature level per document type for approvals — Admins choose per document type: no signature, handwritten, signature + email OTP, biometric, or OTP/biometric. Print/PDF for 25 document types now includes approver signatures.
• Full retail POS — Counter stock, issue mode confirmed by a storekeeper, store stock (supplier receipts, transfers, stock counts), e-invoices for retail sales (beta), combos/bundles with per-component tax, recipe-based ingredient consumption and F&B online orders settled through POS.
• Units of measure per item — Each item carries its own UoM set and conversion factors, used across purchasing, inventory and sales.
• Generate documents from documents — Quotation, SO, DO, PR, RFQ, PO, GRN, supplier bill and service-contract detail pages show only the “Create …” actions valid for the current status; two people clicking at once no longer create duplicates.
• Delivery monitoring & handover records — DO tracking board, complete/incomplete delivery packs, POD signatures and a handover record printed from the delivered DO.
• Document numbering — Number formats by fiscal year/company/type, plus a policy for manual numbers (auto / auto-editable / manual required).
• Field Service: internal vs external jobs — Asset maintenance orders create internal jobs (not billed, costed to a cost center); customer jobs must have a payer. Adds job types, versioned job templates with material/labour norms, batched material requisitions and a dispatch board.
• Outsourced labour & hourly services — From a contractor’s hours to payout (with PIT withholding for individuals), internal charges and T&M invoices to the customer — each hour paid once and billed once.
• Time logs: OT on the line, edits after approval — Log overtime directly on a time-log line, adjust approved hours with an audit trail, one approval inbox for time.
• Projects: templates v2, statuses & approvals — Structured project templates, configurable project statuses with approval gates, project roles, project/private meetings, tasks linked to deliverables; project detail metrics (hours, unbilled, committed) with drill-down.
• Tasks — “Review required” flag, review scoring criteria, dependency gates by task type, daily log with subtasks and Submit for review.
• Employee requests through to closure — From submission to payout: payment approval gate for request money, a payout queue with notifications, return/resubmit with an automatic approval brief.
• Personal data under Decree 13 — Consent ledger, permission-based masking of personal data, and data-subject requests (export, erase, withdraw consent) under Settings → Personal data.
• Talent development — 360 review → individual development plan (IDP) → suggested courses/coaching → completion raises competency.
• Inventory journey — Stock adjustment documents with approval (stock changes only when posted), stock ledger by item account, outbound overview.
• Internal IT helpdesk — Internal tickets separated from customer tickets, with dedicated IT permissions.

Improvements

• Pop-ups and dialogs no longer overflow small screens (pinned footer, scrolling body)
• Calendar shows meetings that have no calendar event yet; external invitations carry an .ics file
• Service reports are printable with period/filter headers; billable labour report by person × day, with a warning for OT without a rate
• Tree-structured product catalog; switch price type on selling price lists
• Permission lookup by subject: who holds which permission, find roles by action
• API error messages unified by code, fully translated en/vi
• Docs (docs.xbuddy.co): every app split into multiple feature pages, new Use cases section

September 2026

New features

• Procurement by category & department — Procurement categories with category-based access, approval by category/department, RFQ awarding, mandatory supplier quote attachments, a purchasable catalog and spend charts by category/department. “Sellable / purchasable” flags on products and items gate document lines.
• Sales teams & service teams — Access and approval for quotations/SO/DO, service contracts and tickets by team.
• One source for selling prices — Versioned selling prices, change reasons, customer price lists; warn/block selling below cost.
• Service Management billing — OT rates per contract, a billing queue that groups invoices by period, a customer reconciliation statement (send, import customer figures, resolve differences, confirm, invoice) and billable labour reports.
• Payment approval gate — Outgoing payments pass an approval gate with limits; AP payment runs await approval; dunning preview and confirmation letters.
• Budgets & forecasting — Fiscal-year budgets, parent/child hierarchy with warn/block, one actuals engine; 13-week cash-flow forecast, cost/profit centers, cost structure templates for small/mid/large companies.
• Vietnamese accounting practice (MISA-style) — Period-end weighted average costing, specific identification by lot, costing scope by warehouse/branch, revenue by type; debt confirmation letters sent for e-signature; internal-use stock issues to expense/tools/fixed assets; MISA AMIS integration (add-on).
• Software licenses — License keys managed like serials: captured on GRN, sold to a customer with expiry, viewed under control.
• Payroll — Payslip explanations (“why this number”), post-run corrections (retro lines, supplementary runs), mid-month salary changes, a 3-tier KPI completion model, OT approval with evidence.
• Security — SSO login (Entra ID / OIDC), tenant 2FA policy, per-device sessions, encryption of sensitive HR data (bank account, ID, tax code…) with controlled reveal.
• Connect external AI — Remote MCP with OAuth 2.1 (Claude web/mobile), write proposals that a human approves; admins can pause tokens per user. AI Credits priced per base token; tenants set a daily token cap.
• Migration imports — Import CRM, HR, assets, products/services and opening stock by legacy code (re-runnable without duplicates, no journal entries).
• Workforce management — Sites, shift patterns, shift swaps, open shifts, roster confirmation, geofenced check-in, income pool.
• Mobile apps — XBuddy Office (office staff, managers, self-service) and XBuddy Work (field staff) with streamlined screens, quick actions and correct offline behaviour.
• Assets — Capitalise from stock, auto-generated preventive maintenance, inter-company transfers, revaluation; return tools to stock.

Improvements

• Two-way write-back for every document with an approval workflow — rejections in the Inbox are no longer lost
• Forms report errors per field with a dialog and warn before leaving with unsaved changes
• AI search and document Q&A moved to a new vector index (pgvector)
• Attachments are classified and old versions are kept instead of lost
• App admins can edit lookup values and settings of their own app

August 2026

New Features

• Employee Requests — A new module for every kind of internal request beyond leave: purchase proposals, advances, travel, equipment, and more. Each request type gets its own form, a multi-person approval chain, real attachments, SLA reminders, partial approval and send-back for more information, a post-approval fulfillment stage, backlog reporting, and an AI assistant that chases overdue requests. Fully available on mobile.
• Multi-company tenants — Data isolation between sibling companies is now enforced end-to-end (no more reading another company’s record via a direct link), and switching companies reissues your session so every figure follows the entity you selected. The number of legal entities is now a purchasable quota (the Companies add-on).
• Seats and seat groups — Replacing the “tenant subscription” model, customers now buy seats grouped into seat groups, each holding its own packs. Every price (packs, suites, add-ons, volume discount tiers) now comes from one pricing catalog shared by the website, the app, and platform invoices. The Admin group’s first web seat is free.
• Complete white-label custom domains — Run XBuddy on your own domain: same-origin serving, your branding in the UI, outbound email under your brand, and support for customer-supplied TLS certificates.
• Customer self-service helpdesk portal — End customers create and follow their own tickets through a dedicated portal, with a satisfaction survey on close. Internally: a ticket creation page, inline replies, canned responses, live SLA badges, and an SLA-breach sweeper.
• Service Management — 8-tab reporting hub — The SLA report was rebuilt on the shared SLA engine, tickets gained quick actions and task linking, and the Agents / Catalog / Billing pages and the materials queue are now complete.
• CRM — proper lead-to-deal conversion — A new qualify pipeline, configurable stage-gate criteria for both leads and deals, CRM and Customer Success renewals merged into a single pipeline, a rebuilt tabbed Deal Detail page, a Sales Rep roster, and the ability to log blockers directly on a lead or deal.
• Sales analytics with drill-down — Lead Analysis, Deal Analysis and Customer Analysis now support full filtering, period-over-period comparison, change columns, group subtotals, and sales forecasting — click any variance figure to see exactly the records behind it.
• Genuinely multi-standard accounting — Convert between TT200 → TT99/2025 and VN ↔ IFRS, with an IFRS chart-of-accounts template and posting driven by semantic mapping keys (expanded from 4 to 24, declared per standard) instead of hard-coded Vietnamese account prefixes. As a result the Balance Sheet, P&L, fixed-asset posting, POS gift cards and VAT filing all work correctly on non-Vietnamese charts.
• Subledger-to-ledger reconciliation — Reconcile AR, AP and bank balances as of any date; import and export statements in Bank Feeds; and post a statement-only item and match it in the same transaction. QuickBooks/Xero sync now uses real credentials.
• Accounting dimensions in the ledger — Project is now a first-class ledger dimension; dimensions flow through every posting path and can be filtered on the cash-flow reports.
• Document publishing and read receipts — Publish a document to a target audience and track who has acknowledged it, with a dedicated “Documents to read” page. Every upload now passes malware scanning (ClamAV) and a sensitivity clearance check.
• End-to-end serial number tracking — Pick serials on goods issue, stock transfer, delivery orders and POS sales; receive serials from PO into goods receipt; handle partial returns; and reverse in the correct direction when a transfer is cancelled.
• Procurement approval chains — Purchase orders, RFQs, vendor returns and debit notes now route through a single approval gate, with separation of duties (a submitter cannot approve their own document).
• Projects — one definition per number — Hourly rate cards, client re-billing of expenses, always-on project member directories, and a single Gantt engine (horizontal scrolling, day/week/month zoom, task dependencies) replacing the previous two.
• Employee Time 360 — Every time record is traceable back to its source, timesheet detail is available inside the approval queue, weekly approval cascades down to individual time logs, and project reports always state their period and coverage.
• Advanced task management — Task dependencies now show on both the kanban board and the table view, comments support @mentions and threaded replies, task reviews feed the performance KPI engine, and progress can be set from mobile.
• 3P payroll — Salary grade and band catalogs, a competency-band pay coefficient ladder, a payout-curve engine (floor / target / cap), and grade-based formula templates — plus transparency and maker-checker controls on payroll input data.
• Remote MCP server — Connect external AI assistants (such as Claude) to your XBuddy data over the MCP standard, exposing read-only tools and fully respecting each user’s permissions.
• In-app documentation — Read the product documentation without leaving XBuddy, with a dedicated AI assistant for asking questions about it.

Improvements

• 62 report-only AI skills upgraded to propose actions for human approval; 17 new skills added; a per-user AI kill switch
• ERP feature toggles audited: 38 toggles no screen could reach were closed, and new tenants now start with 124 advanced features enabled
• Print settings and email templates now genuinely affect the generated PDF and the emails customers receive (previously they saved successfully but changed nothing)
• Sub-statuses extended to 7 entity types, administrable per app
• Symmetric deactivate/restore for master data, users and companies
• Marketing channels now work through real UTM tracking links instead of simulated ad-platform connections
• Vietnam administrative catalogue updated to the two-tier model (34 provinces/cities + 3,321 wards)
• Marketing website rebuilt: new homepage, seat-group pricing, 178 real product screenshots, Vietnamese by default
• Infrastructure: read-replica routing for GET queries, leader locks for scheduled jobs, and queue consumption split by process role

July 2026

New Features

• Contract Intelligence — the legal AI can now read the contract — The Contract Lifecycle assistant extracts the actual contract text (PDF/DOCX), segments it clause by clause, compares each clause against your company’s clause playbook, scores risk using transparent weights (not a number the model invented), and proposes redlines — all gated behind human approval.
• Multi-standard consolidation — Accounting can consolidate a group whose subsidiaries use different accounting standards (TT200/TT99/TT133/IFRS) at the same time, with a group chart mapping, intercompany elimination and automatic currency translation adjustment (CTA).
• TT133 for small and medium enterprises — Full support for Circular 133/2016/TT-BTC alongside the existing TT200/TT99, so each subsidiary in a tenant can use the standard that fits its size.
• Unified time capture — Attendance, billable/non-billable timesheets, shifts and rosters now share one cross-app data model, plus a month-close workflow before payroll so time data cannot be edited after payroll has run.
• Internal e-signature — Beyond signing with external counterparties, XBuddy now supports internal signing flows (employees acknowledging policies, minutes and confirmations) inside the platform.
• Project risk management as a real process — Project risks now have status, an owner and a response plan instead of being a static list; project costs post straight to the general ledger with per-category budgets.
• Major AI Copilot upgrade — Chat now understands units of measure, currency and the meaning of each data column before answering (sharply reducing wrong answers from mixing units or currencies), and says “I cannot read that data yet” instead of guessing when no suitable tool exists.
• Both mobile apps redesigned — XBuddy Office (managers) and XBuddy Work (frontline) were rebuilt across nearly every screen: dispatch hub, inventory, attendance, quality NCRs with GPS-tagged photos, personal HR, quotations, invoices, approvals, team chat, and an AI Agent panel on 29+ detail screens.
• Standardized confirmation for risky actions — Browser dialogs replaced with XBuddy’s own confirmation system: destructive actions (delete, cancel, void) require typing the reference code or explicitly acknowledging the consequences.

Improvements

• API error codes generalized and fully translated in context — no more hard-coded English error messages leaking into the Vietnamese UI
• Multi-currency: foundations completed for exchange rates, conversion and consistent display across the finance modules
• A shared SLA engine now serves Service Management, Projects and other modules instead of each computing SLA its own way
• Position Library and 360° performance reviews for HR

June 2026

New Features

• AI Agents restructured — from 260+ individual agents into 21 domain Assistants — Instead of hundreds of scattered agents that were hard to choose between, each business domain (Finance, CRM, HR, Operations…) now has a single AI Assistant, containing multiple specialized skills that run in the background. This was the first step of a consolidation that continued through July (see the terminology note below).
• Units of measure and alternative-unit conversion — Buy or sell in one unit (case, carton) while inventory tracks the base unit (piece, kg), with automatic conversion applied across quotations, orders, goods receipt and goods issue.
• Clear split between Products & Services and Inventory Items — A firm boundary between the non-stock sales catalog (services, subscriptions, licenses) and goods with real stock tracking, removing a long-standing source of catalog confusion.
• Cross-app reporting hub — Report Builder expanded with 6 new Communications analytics reports (volume, channel, agent performance, unresolved, response time, SLA), and a Report Catalog that gathers reports from every module in one place.
• Candidate 360° journey and Recruiter Copilot — Recruitment now has a 360° candidate profile, deep AI-powered CV parsing, and a Recruiter Copilot that proposes the next hiring step.
• Marketing channel attribution loop — Track leads from capture, roll up performance by channel, and sync results back to the ad platforms to optimize spend.
• Field Service — contracts, material requisitions and inventory linked — Technician material requisitions now link directly to central inventory, and service contracts cross-link with tickets and field jobs.

Improvements

• AI Copilot: suggestions tied to the record you are viewing, with write throttling to prevent action spam
• Quality: Vietnamese IQC templates and inspection lines linked to their source documents
• Accounting: dimension-aware GL account mappings and product-category-based routing
• Lead scoring: tabbed configuration page with adjustable model weights
• Mobile: Knowledge Base, My HR and Documents brought to parity between the Manager and Workforce apps

May 2026

New Features

• 154 AI skills across 24 domains — XBuddy ships with a comprehensive catalog of autonomous AI skills covering Finance (20), HR (11), CRM (8), Field Service (11), Supply Chain (10), Manufacturing (7), Accounting (7), Logistics (8), Customer Success (7), Distribution (3), F&B (3), Analytics (3), Projects (4), Knowledge (4), Marketing (5), OKR & Performance (7), LMS (2), POS (4), and more. Each skill runs on a schedule or event trigger, produces structured reports, and can take configurable actions. (From June 2026 these skills were reorganized under a small number of domain AI Assistants — see the note above.)
• Workflows & Automation — General Availability — The Workflow Builder is now fully production-ready. Features include: 28+ pre-built approval templates, 6 step types (approval, parallel approval, AI decision, condition, auto-action, notify-only), SLA-based escalation, complete audit trail, and mobile-friendly approval interface.
• Delegation Templates (25 system templates) — Delegation rules now ship with 25 system-defined templates organized by scenario: absence, travel, emergency, and domain-specific (Finance, HR, CRM, Operations). Activate a template in one click from Automation → Delegation.
• Automation Policies — Define JSONLogic-based rules that auto-approve, auto-reject, route to AI, or escalate approval requests based on configurable conditions. Policies are evaluated before human approval steps and logged in the audit trail.
• Master Orchestrator — A new cross-domain intelligence layer that coordinates 17 domain AI controllers simultaneously and produces a unified executive risk and opportunity report. Available from Automation → Orchestrations.
• Per-User Pack Subscriptions — New subscription model where admins assign specific packs (Business, Finance, Operations, People, Collab) to individual users. Each user’s App Switcher shows only apps from their assigned packs. Manage from Settings → Pack Management.

Improvements

• Automation panel — active delegations tab and audit pages fully redesigned
• Navigation: Calendar now appears in the Collaboration section of the App Switcher
• i18n: All automation, delegation, and policy strings fully localized in Vietnamese
• Permissions: 300+ granular permission keys for all new automation features

April 2026

New Features

• Document Attachments — Polymorphic document attachment system: attach any document from the Documents module to any entity (invoice, PO, contract, asset, etc.) across all modules
• Approval Workflow Consolidation — All module approval flows now route through the unified workflow engine, replacing isolated approval implementations
• Workflow Templates expansion — 45 additional workflow templates added for Quality (4), Manufacturing (5), Logistics (4), and F&B (4) domains
• POS enhancements — Promotions engine, gift card management, receipt printing, and CSV export for transaction history
• Skills Matrix — HR module now includes a full skills matrix view with competency tracking by employee and role

Improvements

• Field Service agent catalog normalized and expanded (11 agents)
• Marketing domain agents added to catalog (5 agents)
• POS performance indexes and idempotency key for duplicate session prevention
• Asset accountability tracking improvements

March 2026

New features

• VAS TT200 Compliance — Accounting module now fully aligned with Vietnam Ministry of Finance Circular 200/2014 (Thông tư 200/2014/TT-BTC):
  • Accounting Standards Profile — Choose your reporting standard (VAS · IFRS · GAAP · FRS · Custom) in Company Settings → Localization
  • Expanded Chart of Accounts — 65+ accounts seeded per TT200/2014 (3-digit codes covering assets 111–228, liabilities 331–344, equity 411–421, revenue/expenses 511–821)
  • Cash Flow Statement B03-DN — Official indirect-method cash flow (Mẫu B03-DN) with operating, investing, and financing sections and all standard VAS line codes (mã 01–70)
  • Balance Sheet B01-DN — API endpoint mapping GL balances to official B01-DN section structure
  • P&L Statement B02-DN — Profit & Loss report mapped to official B02-DN line codes (01 → 60)
• Onboarding wizard — 6-step guided setup for new workspaces
• Mobile apps — Manager and Workforce apps for iOS and Android
• MoMo payment — Pay your XBuddy subscription via MoMo (Vietnam)
• Device token support — Push notifications for mobile apps
• Field Service — Enhanced demo data and reporting
• HR & Finance — Comprehensive demo data seeded on new accounts

Improvements

• Billing page now shows real AI token usage (previously showed placeholder data)
• Storage quota enforcement on file uploads
• Attendance management with DTO validation
• Security monitoring and observability improvements

February 2026

New features

• POS (Point of Sale) — Full point-of-sale module with register management
• App Switcher — Improved app navigation with pinned apps
• i18n — Vietnamese translation expanded to 9,800+ keys

Improvements

• Billing/subscription system overhaul with proper quota tracking
• Manufacturing and inventory page fixes
• Performance indexes on high-traffic queries

January 2026

New features

• AI Gateway — Multi-provider AI routing (OpenAI, Anthropic, Gemini)
• Security events — Comprehensive audit logging
• Workflow templates — 50+ pre-built approval workflow templates

Older releases available on request.