Smart View Cloning: Users can now effortlessly clone smart views, making it easier to replicate and adjust views without starting from scratch.
Revamped Employee Form Layouts: Introducing new form layouts for Employees, designed to enhance data entry efficiency and aesthetic appeal.
π Enhancement
Advanced Template Builder: The template builder has been upgraded to include the ability to embed custom fields directly within templates. This enhancement has led to the removal of the "Show in bill view" option, as visibility of custom fields is now seamlessly integrated and managed through the templates themselves.
Detailed Manufacturing View: The manufacturing view has been refined to display the cost per unit as the total cost value, applicable for both manufactured items and raw materials, providing clearer insights into production costs.
βοΈ Resolved Issue
No More Duplicate Custom Field Names: Fixed a bug in custom field editing that allowed for duplicate names, thus enhancing data integrity and avoiding confusion.
Purchase Bill Deletion Unlocked: We've resolved an issue that previously prevented users from deleting purchase bills, ensuring smoother inventory and financial management.
06/04/2024
π Feature Update
Streamline with Bulk Deletion: Say goodbye to tedious processes with the new Item Group Bulk Delete feature, enabling you to manage your item groups more efficiently.
Arabic Billing Option: Catering to our users in GCC countries, we've introduced an Arabic language option for bills, enhancing readability and usability in the region.
π Enhancement
Custom Zero Padding: Gain more control over your document numbering with custom zero padding configuration now available in the series manager. Tailor your numbering to meet your business's unique needs.
Expanded Template Builder Options: Elevate your bill designs with additional options in Template Builder V2, including Subtotal, CGST, SGST, IGST, and cess for table designs 1, 3, and 4, giving you more flexibility in how you present your data.
βοΈ Resolved Issue
Shipping Contact Clarity: We've fixed the issue where shipping contact person and phone details were not loading when updating the shipping address on the invoice edit page, ensuring all necessary information is at your fingertips.
Enhanced Data Access and Editing: Users with linked data access and edit privileges can now edit quotes accessed via linked data without any hitches, improving collaboration and data management within teams.
23/03/2024
π Feature Update
Multi-Item Selection Custom Field: Dive into enhanced data entry with our new custom field that empowers users to select multiple items through a lookup function, streamlining your process.
Advanced Catalog Management: Tailor your pricing strategy with the newfound ability to set different prices for items with multiple units. Plus, fine-tune your sales approach by restricting unit sales to designated customers, adding a layer of precision to your operations.
π Enhancement
Actionable Email Logs: Gain insights and keep a comprehensive track with added logs for mail send actions across Lead Quote, Quote, Purchase Order, and Invoice modules.
Smarter Invoice Payment Allocation: Enhancements in invoice management now ensure that payments are automatically realigned with the updated project when any adjustments are made to the project associated with an invoiced payment.
βοΈ Resolved Issue
Item Group Import Fix: We've eliminated the bottleneck in the import of Item Group, ensuring that not just the first item but all line items have the capability to create new Item Groups, enhancing consistency and efficiency.
Thermal Print Accuracy: No more missing customer phone numbers on invoices during thermal prints. We've rectified the issue, ensuring all essential details are visible for your convenience.
09/03/2024
π Feature Update
Audit Logs for Users: Stay on top of user details(user creation & edit) activities with our new audit logs features, providing a transparent and detailed record of user info actions within EalSuite.
π Enhancement
Email Sharing for Proforma Invoices: Directly share Proforma Invoices via email, streamlining your communication and billing processes.
Efficient Lead Management: Manage your leads more effectively with new options for bulk deleting and updating, making large-scale lead adjustments quick and hassle-free.
βοΈ Resolved Issue
Mobile Invoice Payment Interface Improvement: We've ironed out a user interface glitch on the mobile invoice payment page, particularly concerning the Cost Center field, ensuring a smoother mobile experience.
Foreign Currency Invoice Calculation Fix: Resolved a miscalculation issue that arose when reverting a foreign currency invoice due. This issue specifically occurred when the invoice currency rate was edited after payment initiation and then the payment was deleted.
24/02/2024
π Feature Update
Introducing Form Guardian: Elevate your form creation process with the ability to set comprehensive validations. This means you can ensure all form submissions meet your criteria before they're accepted, complete with error messages for guidance. Watch this space as we extend Form Guardian to more areas within EalSuite, enhancing data integrity across the board.
π Enhancement
Enhanced Warehouse Transfers: Embrace flexibility in logistics with support for multiple units in warehouse transfers. This update simplifies managing diverse stock types and quantities, streamlining your inventory processes.
Refreshed Save Button: Experience our improved Save button, now with a sleeker design and a handy "Save & New" option. This tweak is all about making your workflow more efficient and intuitive. Experience now in Customer, Supplier and Item Creation.
βοΈ Resolved Issue
Lead Conversion Tax Method Update: We've ironed out the glitch where converting a lead to a customer didn't update the customer's default tax method (tax inclusive or tax exclusive) in tax-enabled workspaces. Your tax settings will now carry over seamlessly.
Navigation Bar Highlighting: No more confusion when navigating! The issue with the navigation bar not highlighting upon accessing the project module has been resolved, ensuring a smoother user experience.
Announcement Table Display Fix: Say goodbye to broken tables in the Announcement table list when no data is present. We've tidied up the appearance for a cleaner, more user-friendly interface.
10/02/2024
π Feature Update
Multi-Select Magic: Dive into the convenience of custom field multi-select lookups now available for Customer, Supplier, and Lead modules. Say goodbye to the hassle of single selections!
Catalogue Clean-Up: Make way for smoother operations with the new Catalogue Bulk Delete feature. A tidy catalogue means a tidy mind!
Cutting-Edge Column Freezing: Experiment with our latest feature that lets you freeze columns. A small change that makes a big difference in how you view your data.
π Enhancement
Purchases Report Redesign: Enjoy the sleekness of our updated Purchases report now in a new PDF layout. Itβs all about clarity and convenience.
URL Custom Fields Upgrade: Hyperlinking gets better! URL custom fields can now be set to open in a new tab across all lists, views, and the right sidebar, making navigation seamless and efficient.
βοΈ Resolved Issue
Double Trouble Press: Weβve fixed that pesky issue where pressing the enter key twice resulted in multiple purchase creations.
Filter Fix: The "Advanced filter Not Empty" filter type is back in action and working as intended. No more data dilemmas!
User Deletion Dilemma: Deleting users who are active in multiple branches is no longer a problem. Clean-up without the hold-up.
27/01/2024
π Feature Update
Streamlined Document Management: Organizing your files just got easier with our new 'move' option in Document Management. Keep everything tidy and accessible!
User-Specific Announcements: Communicate more effectively with the User Wise Announcement feature, tailoring messages to the right audience.
Customize Your Bills: Get more control over your billing layouts with the Header Wise total option, now adjustable in Template Builder.
π Enhancement
Clearer Quote Management: We've enhanced the UI in the Series Manager for Quotes by displaying the revision suffix, making version tracking straightforward.
Efficient Supplier Onboarding: Adding to the ease of managing suppliers, the Supplier Import now includes a Payment Terms field.
βοΈ Resolved Issue
This week's update is smooth sailing, all clear on the bug front! Our eagle-eyed team has been on high alert, ensuring a glitch-free experience. If you do catch a sneaky bug trying to spoil the fun or need a bit of tech wizardry, our ever-ready support crew is just a quick message away. They're all set to turn techy tangles into smooth sailing victories. Keep an eye out for our next batch of updates, and here's to a continued, bug-busting, cheerfully smooth software journey!
13/01/2024
π Feature Update
Enhanced Bill Management: Say goodbye to clutter! We've enabled deletion options for Delivery Challan, Credit Note, Debit Note, and Purchase Receipt.
Employee Import Functionality: Streamlining HR processes just got easier. Import employee data effortlessly into the system.
Customized Employee Forms: Create personalized forms for your employees, adding a layer of detail and customization to your HR management.
π Enhancement
Flexibility in Project Management: Need to change the customer after project creation? Now you can, with our new flexible option!
Speedier Ledger Reports: Weβve optimized loading times for all ledger reports, especially those with large datasets. Say hello to faster, more efficient reporting!
Smoother Onboarding Journey: Experience our improved onboarding process with the addition of new, user-friendly buttons β designed to make your setup experience even smoother.
βοΈ Resolved Issue
This week's update is sailing smooth β no bugs to report! Our vigilant team has been on the lookout, ensuring everything runs seamlessly. If you happen to spot any glitches or need a helping hand, our eager support team is just a message away, ready to transform any challenge into success. Stay tuned for our next update, and keep enjoying a bug-free experience!
30/12/2023
π Feature Update
Streamlined Record Updating: Managing Sales Orders and Invoices just got easier with the new Record Update button - making data updates a breeze without going to edit mode.
Exploring New Grounds with Supplier Journal Expense: Dive into our experimental feature and discover a new way to handle supplier-related expenses.
Efficient Warehouse Tracking: Stay organized with our new Warehouse Lookup Custom Field β a perfect tool for quick and accurate warehouse searches.
π Enhancement
Proforma Invoice List Improved: Now, the latest Proforma Invoice pops up first when creating a Customer Payment from the Proforma Invoice list β saving time and reducing data entry errors.
Cheque Details at a Glance: Easily view cheque details directly in Invoice and Purchase Bill views for better financial tracking.
Optimized Reporting: Enjoy faster, more responsive Trial Balance and Profit and Loss reports, even when dealing with large volumes of data.
βοΈ Resolved Issue
SMTP Settings Made Secure: The visibility issue of the password field in SMTP settings is now fixed, ensuring your password stays hidden and secure.
Tax Column Visibility Restored: No more missing Tax Columns in the Item List β navigate and calculate taxes with full visibility and accuracy.
16/12/2023
π Feature Update
Introducing Advanced Smart Filters: Elevate your data analysis with our newly introduced Advanced Smart Filters. This feature is a game-changer, allowing you to combine 'AND' and 'OR' conditions within nested filter combinations up to two layers deep. Imagine the power of being able to drill down into your data with such precision! Whether you're sifting through sales data, customer records, or inventory lists, these filters let you define complex search criteria with ease. Now you can first filter by a broad category and then apply a second layer of filtering for more specific attributes, giving you pinpoint accuracy in data retrieval and analysis. This depth of filtering capability ensures that you get exactly the data you need without the noise of irrelevant information, making your decision-making process both faster and more informed.
New Custom Accounts Lookup Field: Streamline your workflow with our newly added custom field for account searching. This practical feature enables you to swiftly locate specific accounts, saving valuable time and enhancing your efficiency. Whether you're organising transactions or managing financial records, this custom lookup field is designed to simplify your navigation through accounts.
π Enhancement
Faster Bill Processing: For those with lots of customer and supplier data, we've sped up the loading time in the contact dropdown on bills. No more waiting!
Cleaner Custom Fields: When you delete a custom field, it's gone for good, even if there's data in it. This keeps your views neat and tidy.
More Ways to Filter Items: Look out for the new item group filter in several reports like Item Purchases, Item-wise Profit, Committed Stock, and Stock Summary. It's all about giving you more control and better insights.
βοΈ Resolved Issue
Decimal Dilemma Solved: Had trouble entering decimal values in Minimum Sales Price for items? Not anymore!
Retail Invoice Log Visibility: The issue where the Retail Invoice log wasn't showing up is now fixed.
Date Format Consistency: We've sorted out the date format for "Date of Joining" and "Date of Birth" in the Employees List for better clarity.
02/12/2023
π Feature Update
Introducing Basic HRM (beta): We're rolling out a simple and user-friendly Human Resources Management tool as beta. Try it and manage your team better!
Quick Keys for Tally Users (beta): Love shortcuts? We've added keyboard shortcuts for Tally to speed up your work.
Delete Items in Bulk: Got too many items, products or services? Now you can delete them all at once β a real time-saver!
π Enhancement
Find Stock Faster: Looking for specific stock? Use the new Warehouse filter in our Stock Alert Report.
Easier Exports: You can now export tables straight from the sidebar in reports - sharing data just got simpler.
Keep Track of Changes: We've added a new feature that creates a log entry every time someone accepts a Quote, Purchase Order, or Delivery Note from the preview page.
Dashboard Refresh: We've refreshed the Top Item & Top Customer widgets on your dashboard for quicker and clearer insights.
βοΈ Resolved Issue
No More Ghost Data: We've fixed that annoying issue where deleted customer info showed up in the Customer Trend Report.
Accurate 'Available for Production' Counts: In the Bill of Materials, even if an item's quantity is zero, you'll see the correct 'Available for Production' numbers.
18/11/2023
π Feature Update
Streamlined Purchasing: Effortlessly convert Purchase Receipts to Purchase Bills in bulk!
New Series Manager: Gain more control over your Inventory Adjustment and Warehouse Transfer processes with the new Series Manager option.
Enhanced Lead Management: Enjoy the flexibility of deleting Lead Quotes, Sales Orders, and Proforma Invoices as needed.
π Enhancement
Revamped Committed Stock Report: Now in a new layout, the Committed Stock Report in PDF is sleeker than ever.
Stay Notified: Keep on top of your game with notifications for accepted Quotes, Purchase Orders, or Delivery Challans/Notes right from the preview page.
Boosted Stock Validation: We are excited to announce that we have made significant improvements to the performance of negative stock validation in all stock entry areas. This enhancement will ensure a smoother and more efficient experience when validating stock entries with negative quantities.
Dashboard Widgets Supercharged: Experience improved speed and optimization in the Invoice vs. Purchase aging widgets.
Fresh Button Design: Navigate with style on the updated Customer, Supplier, and Lead pages.
βοΈ Resolved Issue
Invoice Update Privilege Fixed: We've resolved the issue where users with update privileges couldn't change the Invoice status via the 'Mark as' Button.
04/11/2023
π Feature Update
Get Insightful with Vertical P&L: Dive into the depths of your financial growth with the new Vertical Profit and Loss Report β now with side-by-side monthly and yearly comparisons!
Sleek New Looks: Check out our fresh tabs on Customer, Supplier, Lead views and the Cheques list β all redesigned for a better experience.
Revamped Reports & Settings: Discover reports and tweak settings with ease on our polished new pages.
Bulk Item Updates: Managing your items in bulk is now a breeze!
π Enhancement
Smarter Financial Onboarding: We automatically match the financial year to your country during setup β and you can tweak it anytime.
Payment View, Now with More Info: Proforma Invoice details are at your fingertips in the Customer Payment View.
Project IDs on Display: Identifying projects is now a snap with Project IDs added to the Project view.
Dashboard Widgets Level Up: We've supercharged the Customer and Supplier aging widgets for optimised speed loading.
βοΈ Resolved Issue
Milestone Management Made Smoother: No more disappearing act β all your milestones stay in view when you're managing tasks.
Bye-Bye Duplicate Dilemmas: We've ironed out the kinks when deleting items and creating new ones with the same name β no more duplicate error messages!
Narration Glitch Fixed: Your payment PDFs will now show narrations correctly when they're enabled, just as they should.
21/10/2023
π Feature Update
Change Projects on Bills: You can now remove or switch projects assigned to bills.
Easier Branch Sharing: Manage how you share Customers and Suppliers between branches in the new "Branch Sharing Settings". And remember, only the Master Branch can access this.
Delete with Ease: Remove unwanted Customer Quotes, Purchase Orders, and Purchase Bills.
Import Account Charts: Make setting up or moving to our platform quicker by importing your Chart of Accounts.
π Enhancement
Edit Dates Easily: You can now clear or adjust dates in custom fields.
Better Project Status Selection: In Smart View, easily choose from a dropdown of project statuses.
Clickable URLs: Links in Lists and RSBs are now interactive!
βοΈ Resolved Issue
Lead List Access: All users with privileges can now view the Leads list, even without editing permissions.
Smooth Payments Series Creation: We've fixed issues related to creating extra Customer and Supplier payment series.
Improved Date Filters: "Next" and "Past" date filters were not operating as intended at some occasions are working perfectly now.
07/10/2023
π Feature Update
Easy Role Assigning: Introducing Default Standard Roles for hassle-free user management!
Safeguard Your Item Prices: Set a base with minimum sales prices for items, with freedom to adjust during catalog creation!
Records Management Update: Gain control with the ability to delete items as well as Bulk Delete & Update suppliers in EalSuite the Smart View!
Payment Customization: Explore varied Payment Series for Customer and Supplier payments!
π Enhancement
Stock Insight at a Glance: Check committed stock values easily in the Current Stock report!
Seamless Previewing: Your Preview page now reflects your Template Builder table choices β ensuring consistency!
Totaling Made Simple: Easily view your financial standing with footer totals in the Payable and Receivable aging report!
Fluid Account Navigation: Enhanced Accounts Statement with an added filter to effortlessly navigate through all accounts!
βοΈ Resolved Issue
Smooth Item Import: Bid farewell to date-related issues during item import!
Full Visibility on Items: No more second-guessing - view previously set item expenses while editing!
Unhindered Sales Report: Ensure flawless operation with the Item Sales report now loading smoothly in all scenarios!
Effortless Expense Management: Navigate through the Expense List with ease - self-data privilege issues have been resolved!
23/09/2023
π Feature Update
Delegate Like a Pro: Now, bestow the power of a series manager role to individual users and watch them shine!
Custom E-Mail Field: Dive into our new feature: an Email Custom field tailored just for your business needs.
Never Forget: Introducing timely reminders for Manufacturing and Leads β always stay a step ahead!
π Enhancement
Bill Status in PDF: Make a statement! Add the 'waiting for approval' watermark to unapproved bills using our revamped Template Builder v2.
Aesthetic Overhaul: Explore our freshly designed TAB UI, now implemented for both 'Users and Roles' and 'Documents'.
Intelligent Inventory: When adjusting inventory, if the change is negative, the stock value column becomes read-only, safeguarding your process. And that's not all β get comprehensive item details right from the adjustment creation page and bask in the clarity provided by the Inventory Adjustment view page and its report.
Tailored Templates: Less is sometimes more β with our Template Builder V2, you now have the option to turn off the 'Amount in words' for bills.
βοΈ Resolved Issue
Data Deep Dive: Is the glitch obstructing the Self Data for Customer and Supplier Trend report? It's history now.
Flawless Flow: The hiccup that prevented the Lead Quote Smart View from loading when lead details were involved has been eradicated.
Precision Text: Those pesky lost line breaks in proposal text while editing? We've ironed them out for a seamless editing experience!
09/09/2023
π Feature Update
Sleek Reports: Ledger reports and their individual views have been revamped with the modern aesthetics of EalSuite PDF templates.
Control the Flow: Tighten the ship! Users can now be restricted from sharing bills until they're approved.
Mass Management Magic: Dive into the Customer Smart View and witness the power of our new Bulk Delete Customer function. Plus, the all-new Bulk Update option lets you modify multiple customers in a snap!
π Enhancement
Crystal Clear Reports: For clarity, we've added commas to the footer columns in reports. Numbers have never looked this neat!
Dynamic Billing: Toggling discount options is now a breeze during bill creation. Moreover, control these privileges for users using specialized forms.
Customized Tax Preferences: Catering to your diverse customer base, you can now set the Default Tax Method (Inclusive or Exclusive) individually per customer.
Detailed PDF Templates: Take advantage of the Template Builder V2 and showcase both 'conversion from' and 'conversion to' details on your bills in PDF.
Refreshed Banking UI: Stay informed! The Banking list has been expanded to cover all details furnished during account creation.
βοΈ Resolved Issue
Tax Label Transparency: Say goodbye to confusion! We've fixed the missing tax labels before the bill name in Credit Note, Debit Note, and Purchase Bill for tax-enabled nations.
Seamless Project Integration: Stumbled upon the Project dropdown not displaying your project list when creating a Purchase Order? We've sorted it out for you!
Search Perfection: Faced issues when searching for items in report filters with multiple words? Worry no more, the search is now as smooth as silk!
26/08/2023
π Feature Update
Scan & Connect: Introducing the all-new QR Code Generator for EalSuite Link. Instant access has never been this stylish!
Enhanced Oversight: We've expanded our Audit Log functionality, now covering Catalogue and Item Group. Keep your tabs on even the minutest of changes.
Tailored Discounts: Get granular with your pricing strategy! You can now configure separate default discount options for individual modules via the Discount Preference in settings.
π Enhancement
Simplified Cloud Storage: Uploading a document to the EalSuite cloud storage? The title is no longer a mandate. Upload and go!
Bill Items Modal Performance: Supercharged Performance: The "Add Product or Service" modal just got a makeover. Faster, more intuitive, and with added features like a count of selected rows and retention of checked items in the item group filter.
Text Customization: Craft distinctive documents by setting the Customer, Supplier, and Company fields in bold font within the Template Builder.
TRN Alert: We've added a nifty warning system that'll alert you when creating customers with duplicate TRN numbers. Steer clear of redundancies!
βοΈ Resolved Issue
Seamless Item Management: The hiccup with Item Serial Number on batch saving for Credit Note and Purchase Receipt? Consider it squashed!
Precision Reporting: The Cost Center filter in the Inventory Adjustment report is now up and running, ensuring accuracy in your insights.
Flexibility Enhanced: For those times you added multiple categories for additional expenses or incomes in a bill and felt stuck? We've introduced an option to remove those categories. Stay flexible and change-ready!
12/08/2023
π Feature Update
Elevate Your Tracking: Introducing our new Audit Log for Documents, Inventory Adjustment, and Warehouse Transfer. Gain deeper insights and maintain impeccable records.
Report Understanding Amplified: New pop-up report descriptions have been deployed, ensuring that the purpose and content of each report are instantly clear. Dive deep into your data with total clarity.
π Enhancement
Total Control Over Table Designs: We've introduced an option for bills that lets you display the sum total at the bottom in column-wise for number fields across all table designs in the template builder.
Seamless Synchronization: There's now a harmonious synchronization between the table design in the template builder and the bill view. What you design is precisely what you see.
Upgrade Your Text Experience: The Proposal Text in both Customer Quote and Lead Quote now boasts a Rich Text Editing Experience (WYSIWYG). Craft your proposals with flair and precision.
βοΈ Resolved Issue
Payment Double Entry Prevention: We've enhanced the payment marking process to avoid double entries when the create button on the payment list is double-clicked. Payments are now streamlined and error-free.
Enhanced Smart View: The previously hidden Service Request custom field in Smart View is now fully operational, enhancing your viewing experience.
Invoice Clone Button Visibility: We've addressed the issue where the invoice clone button wasn't visible for users with Invoice create access. Now, authorized users can effortlessly replicate invoices.
29/07/2023
π Feature Update
Enhanced Email Settings: We've introduced new Email Settings, offering you the autonomy to bring your own mail connector and design your email templates. Tailor your communications like never before.
Document Custom Field: To provide more flexibility and customization, we've added a new Document Custom Field. Enjoy personalized document management.
π Enhancement
Link Expiry Policy: To enhance your easiness, expiry dates for generated links are now set by default to one month. Data sharing is now safer and more controlled.
βοΈ Resolved Issue
Template Builder V2 Update: We've fixed an issue where deleted documents were still appearing in the Template Builder V2 background image section. Enjoy a clutter-free and accurate template building experience.
Accurate Credit/Debit Note Options: An error causing the "Apply Credits" option to appear for cancelled Credit and Debit Notes has been resolved. Now, you'll only see the options that are relevant.
Tax-Inclusive Bill Fix: We've rectified an issue where the Last Sales Price by Customer value was changing for tax-inclusive bills. Now, enjoy accurate and consistent billing data.
Multi-Branch Filter Fix: The Cash Out Report's multi-branch filter was not functioning when any of the branches had no transactions. This issue has now been addressed, ensuring comprehensive financial reporting.
15/07/2023
π Feature Update
Customisable Data Entry: In a bid to give you a more personalized experience, we've now enabled a forms option for Customer, Supplier, and Leads. Now enjoy the freedom of custom-tailored data entry.