Streamlined Employee Data Management: We've introduced a new inline editing feature for employee data, making updates quicker and more intuitive. Additionally, a specific "Inline Edit" privilege can now be set, providing controlled access to this feature and ensuring data integrity.
π Enhancement
Revamped Approval Process Interface: Experience our newly implemented user interface for the approval process, designed for clarity and ease of use, enhancing your workflow efficiency.
Flexible Organization Settings: You can now update the branch code directly in the organization settings, offering more flexibility in managing multiple branches and simplifying administrative processes.
βοΈ Resolved Issue
Fixed Expense and Deposit Smart View Filtering: We've resolved an issue that previously prevented filtering by Category in the Expense and Deposit list. This functionality is now fully operational, allowing for more precise and useful reporting.
29/06/2024
π Feature Update
Direct Inventory Management: Improve your stock oversight with the new ability to delete unallocated inventory out items directly from the Inventory Out list. This feature enhances your ability to manage stock levels efficiently and accurately.
π Enhancement
Template Customization: Table Design 4 in the template builder now supports setting table footers, offering you additional design flexibility to tailor your documents to your business needs.
Visibility on Purchase Orders: Gain clearer insights into your procurement processes with the new visibility of pending Purchase Order items in the items view. This enhancement helps you manage your purchases more effectively by keeping you informed about outstanding orders.
βοΈ Resolved Issue
Custom Field Creation Fix: Fixed an error that occurred when switching the lookup type to a multi-select lookup during custom field creation. This resolution ensures smoother customization of data fields without disruptions.
Refund Processing Capability: Enhanced the system's handling of refund transactions using cheques, ensuring these can now be processed successfully without issues, thereby improving financial management and transaction accuracy.
15/06/2024
π Feature Update
Catalog Lookup Field: Enhance your catalog management with a new catalog lookup field, streamlining the process of locating and selecting catalogs quickly and efficiently.
Versatile Email Profile Feature: Customize your email communications with the new Email Profile feature, allowing the use of multiple email connectors tailored to different scenarios. This adds flexibility and precision to how you manage outbound communications.
π Enhancement
Project Allocation Flexibility: We've introduced an enhanced option to allocate the converted-to bill to a specific project while keeping the converted-from bill unallocated. This provides greater flexibility and accuracy in project billing management.
βοΈ Resolved Issue
Invoice Unit Display Correction: Fixed a critical issue where editing an invoice item's unit would incorrectly display a previously deleted unit. This fix ensures accurate and reliable data display following modifications.
Journal Entry Creator Integrity: Resolved a problem where editing a journal entry would inadvertently replace the original creatorβs name with that of the editing user, maintaining the integrity of transaction records.
Cost Center Filter Functionality: Addressed a bug that prevented the Cost Center filter from operating correctly when generating PDF invoices from the Invoices Report, ensuring accurate filtering and reporting.
01/06/2024
π Feature Update
Catalog Application for Suppliers: Suppliers can now apply catalogs directly, streamlining the process of catalog management and enhancing accuracy in product listings.
Audit Logs for Roles: Enhance your security and tracking capabilities with the introduction of audit logs specifically for Roles, allowing for better oversight and compliance monitoring.
π Enhancement
Flexible Bill Customization: Using the template builder, you now have the option to disable page numbers on bills. This customization allows for cleaner and more tailored document presentations, especially useful for digital or streamlined print formats.
Cheque Book Number Validation: Implemented new validation to prevent the assignment of duplicate cheque book numbers to same bank accounts, safeguarding against financial discrepancies and enhancing audit trails.
βοΈ Resolved Issue
Retail Invoice Payment Bug Fixed: Addressed a critical bug that caused issues with zero payment when creating a Retail Invoice with a zero amount and selecting the "Pay Now" option, ensuring smooth and accurate transaction processing.
Item Group Duplication on Import Resolved: Fixed an issue that led to duplication of item groups during the import process, maintaining data integrity and organizational accuracy within your inventory system.
18/05/2024
π Feature Update
Enhanced Collaboration with Smart Views: Boost your team's productivity by sharing smart views with other users. This new feature enhances collaboration and ensures everyone has access to the same critical data views.
Custom Field for Manufacturing Module: Customize the Manufacturing Module to better fit your operational needs with added custom fields. Tailor data entry points to capture the exact information you require.
π Enhancement
Mandatory Sales Person Field: Improve the accuracy of your sales data by setting the "Sales Person" as a mandatory field within your sales preferences. This ensures all sales activities are attributed correctly, enhancing traceability and accountability.
βοΈ Resolved Issue
Project Milestone Access: The issue preventing project milestone members from accessing project view has been successfully resolved, ensuring all team members can fully engage with all aspects of a project.
Custom Fields on Thermal Prints: Fixed a problem that caused custom fields not to appear on thermal printouts. Now, all relevant data fields will be correctly displayed, ensuring that printed documents are complete and accurate.
04/05/2024
π Feature Update
Customizable Employee Views: Elevate your HR management by customizing the Employees view page to meet organisation needs, ensuring everyone has the information they need at their fingertips.
Universal Record Update Button: Streamline your billing processes with the newly introduced record update button, now available across all bill types for quicker modifications and updates.
π Enhancement
Refreshed Interface on Bill Views: Experience our updated and user-friendly buttons across all bill views, designed to enhance your interaction and simplify operations.
Streamlined Payment Assignments: You can now set a default payment method for each bank account, making transaction processes smoother and reducing manual entry errors.
βοΈ Resolved Issue
Custom Field Date Flexibility: We've fixed an issue where custom field dates were incorrectly restricted by the migration date. Now, dates in custom fields can be set freely without constraints, improving data accuracy and usability.
Item Group Loading in Modals: Resolved a problem where empty item groups were not appearing in the 'add product or services' modal in bills. All item groups will now load correctly, ensuring you have complete access to your inventory when needed.
20/04/2024
π Feature Update
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.
π Enhancement
Duplicate Entry Prevention: We've implemented a new serial code duplication validation across all modules, reinforcing our commitment to data accuracy and integrity by preventing duplicate entries.
Enhanced Status Filters: We've refined the Smart View for bills by including "Partially Converted" and "Converted" options in status filters. Your workflow just got more nuanced and precise.
Clearer Stock Reports: In the Stock Movement, Stock In, and Stock Out reports, the reference for "Stock Update" has been enhanced to "Inventory Adjustment - id" for better clarity and comprehension.
βοΈ Resolved Issue
Service Request List Loading: We've addressed an issue that was causing the Service Request list in the customer view to not load. Now, enjoy seamless loading and view all your service requests smoothly.
Service Catalogue Custom Fields: The problem with Service Catalogue custom field values not being saved has been resolved. Your customised data will now be securely stored.
Bill Saving Post-Migration: We've fixed an issue related to saving bills for customers who hadn't created at least one bill before in a module after the Template Builder V2 migration. Now, billing procedures should proceed without a hitch.
01/07/2023
π Feature Update
Revamped Template Builder: Our template builder now features a sleek new table design that excludes the summary section, offering a streamlined, minimalist layout for your templates.
Flexible Template Switching: Users are now empowered with the option to switch templates within bills. This versatility allows for a diverse range of document formats to suit your various business needs.
Smart View for Service Requests: Managing your service requests is now a breeze with our newly added smart view feature, ensuring better organization and effective management.
π Enhancement
Enhanced Warehouse Report: Stay well-informed with our improved Warehouse report that now displays applied filters in the PDF version.
Inventory Adjustment Report Update: An "ID" column has been added to the Inventory Adjustment Report, offering additional granularity and accuracy in inventory management.
βοΈ Resolved Issue
E-Invoice Discount Fix: We've rectified the issue concerning multiple unit and bill-wise discounts in E-Invoice, specifically for our users in India. Now, enjoy flawless billing without any hiccups.
Warehouse Transfer Editing: The issue related to the "created by" user getting updated when editing warehouse transfers has been resolved. Now, maintain accurate user records without any discrepancies.
17/06/2023
π Feature Update
Template Builder V2 Unleashed: Unveiling the much-anticipated Template Builder V2, fortified with enhanced features and functionalities for crafting superior templates. Experience a higher degree of freedom and creativity in your hands.
Option to Delete Views: To declutter your workspace, we have implemented the option to delete views. Users can now effortlessly eradicate views that are no longer serving their purpose.
π Enhancement
Exportable Project Report: Your Project Reports now come with options for exporting to Excel and PDF, making data sharing and analysis more efficient.
Optimized Stock Summary Report: The Stock Summary Report has been fine-tuned and optimized, ensuring smoother performance and quicker results.
Refreshed Accounting UI: We've introduced a new, improved tab UI for the Accounting module, designed to enhance usability and navigation.
βοΈ Resolved Issue
Cash Out Report Fix: We've addressed an issue where the account filter was not functioning correctly in the Cash Out Report. Your accurate financial reporting is now restored.
03/06/2023
π Feature Update
Enhanced User Restrictions using Policies: A new feature allows for specific user restrictions by warehouse, bank accounts, and cost center through user policies in the Users and Roles section. Unleash the power of user management like never before.
Customizable User Profile: Users now have the liberty to tailor their default warehouse, bank accounts, and cost center from their user profile. Personalization is now at your fingertips!
π Enhancement
Smart View for Payments: We've augmented our platform with the Smart View for payments, enabling you to manage financial transactions efficiently.
Terms Option for Notes: The Terms option has now been enabled for Credit Notes and Debit Notes, offering more flexibility in managing financial transactions.
Enhanced Shipping Address: A new Contact Person and Phone field has been added for the shipping address, boosting accuracy and communication in shipping procedures.
βοΈ Resolved Issue
Project Profit Report: We've resolved an issue where the cost center filter was not working properly in the Project Profit Report, ensuring smoother report generation.
Cheque Transaction Marking: In the past, when marking a cheque transaction as cleared under a cost center, the corresponding journal entry was not being marked under the cost center. We're happy to report that this issue has now been successfully addressed.
20/05/2023
π Feature Update
Total Amount Due in Invoices: Both the Invoice and the Retail Invoice can now include the Total Amount Due. You may activate this option in the Sales Preferences menu.
Smart View Expansion: The Item Locking, Inventory Out, Item Group, Item Catalog, and BOM modules now include EalSuite Smart View!.
Enhanced Trial Balance: New export templates for Excel and PDF are available in Trial Balance. Just check it out.
π Enhancement
Tax Summary Table: Template 2 now includes a Tax Summary table (U.A.E. and Bahrain Edition Only).
Default Cost Center: It is now possible to assign a default cost centre to each EalSuite user for your convenience.
Performance Optimization: All EalSuite modules including Customers, Suppliers, and Leads with huge data sets have undergone extensive speed optimisation for both Normal andΒ Enterprise workspaces.
βοΈ Resolved Issue
This weekβs update is as smooth as a baby's bottom - not a single bug could breach our fortress of code. But don't be fooled, our team was as busy as a squirrel before winter, monitoring any mischievous bugs trying to crash the party. If you, the noble user, discover any uninvited guests in our software or just need a digital shoulder to lean on, give our coffee-fueled support team a shout. They're always ready to turn your troubles into triumphs. Until our next release, keep the code clean, the bugs at bay, and the SaaS swagger at a hundred percent!
06/05/2023
π Feature Update
Letterheads for PDF Reports: Users can now add letterheads to PDF reports by setting them in the template preferences, along with header and footer offset adjustments.
Background Image for Templates: Background Image option is now available for Template 2, 3 & 4.
Smart View Expansion: Smart View has been added to Expense, Deposit, Transfer, and Journal modules.
Enhanced Export Options: Customer Report and Supplier Report now offer the option to export to PDF with a new template.
π Enhancement
Optimized Dashboard Widget: Profit and loss widget loading time has been optimized for large datasets.
Salesperson Summary Report: A search function has been added to the Salesperson Summary Report for improved navigation.
Flexible Credit & Debit Notes: Credit Note and Debit Note now allow for changing the Customer/Supplier and Invoice/Purchase Bill on edit if no credits have been used.
βοΈ Resolved Issue
Invoice Marking: We fixed an issue where the 'Mark as' option was not shown in Invoice when created with Approval.
Project Reports Visibility: We resolved an issue where Project Reports were not visible in new branches when the Project Module was enabled from settings.
Proforma Invoice Loading: The issue with the Proforma Invoice in the project list not loading has been resolved.
22/04/2023
π Feature Update
Extended Template Preference Fields: Users can now select fields to show for Expense, Deposit, Journal, Transfer, Customer Payment, and Supplier Payment forms in template preferences.
Include your Branding in PDF: We've included an option to add a background image to most of the Templates.
Warehouse Transfer Enhancements: A dedicated View page and PDF option have been added for Warehouse Transfer.
New Excel Export Option for Core-Accounts: Profit and Loss, Balance Sheet, and Horizontal Balance Sheet reports now have an Excel export option.
π Enhancement
Custom Fields to Form Allocation: Users can now allocate custom fields to forms during custom field creation.
Staff Assignment for Terms: The ability to assign staff for Terms in individual modules is now available.
Associating Invoice Expenses: Users can now associate Invoice Expense and Invoice Item Expense from the Expense View.
Payment View Update: Payment View now displays the reference date instead of the payment made or redeemed date.
βοΈ Resolved Issue
Warehouse Transfer List Fix: An issue related to self-data role permission inside Warehouse Transfer List has been resolved.
08/04/2023
π Feature Update
Asset Purchase Option: Users can now easily select fixed asset categories for both Sales and Purchase Accounts during item creation. Remember to choose "No item tracking" for Asset items to avoid double entries in the Asset side of the balance sheet.
Bulk Update for Customers: The Bulk Update option is now available for Customers in Smart View, making it simpler to assign customers to employees.
Smart View Expansion: We've expanded Smart View to include Inventory Adjustment and Warehouse Transfer modules.
π Enhancement
Cost Center in Forms: Cost Center is now accessible in all custom forms for better enforcing organization policy.
Improved Bill Performance: The performance of Bill Clone, Edit, and Conversion has been enhanced by 199.78%. Stock details while engaging with bills will now be displayed on-demand.
Narration for Warehouse Transfer: A new Narration option has been added for Warehouse Transfer to provide more context.
βοΈ Resolved Issue
Date Field in Expenses: We've fixed an issue where the date field was missing in forms by default in Expenses on newly created branches.
"Last Sales Price by Customer" Feature: We resolved an issue where enabling this feature caused it to remain enabled and could not be disabled.
Custom Field Data: We fixed the issue with custom field data not appearing during Bill Conversion, cloning, and revising a quote.
25/03/2023
π Feature Update
Default Customer for Retail Invoice: A default Retail Customer can now be set in Sales Preferences. This will automatically select & populate the customer field on the Retail Invoice creation page.
Smart View for GRN and Inventory: We've expanded the Smart View feature to more modules inside EalSuite, which provides a simplified platform view for handling any number of records with sufficient filters and custom views. This feature has been added to GRN and Inventory.
Billing Project Against Multiple Customers: Creating a Project no longer requires choosing a Customer. If no customer is selected, invoices can be raised against multiple customers.
π Enhancement
Currency in EalSuite Smart View: We have added Currency and Currency Rate to the List View for all bills.
Retail Invoice UX Improvement: To enhance user experience, if a default customer is set, the creation page will now automatically move to the first item selection field.
Set Saving Method for Retail Bill: Users now have the option to choose a default saving method for Retail Invoices: Save and View, Save and New, or Save and Print.
βοΈ Resolved Issue
Shipping Address: We fixed an issue where the shipping address was not updating properly when revising a Quote or Bill Cloning.
PDF Reports: We resolved an issue where hidden columns were still appearing in some PDF reports.
Reverse Charge Mechanism Bills: We fixed a problem where the landing cost for reverse charge mechanism bills was reducing the calculated tax.
11/03/2023
π Feature Update
New Report - Horizontal Balance Sheet. This report further enables the investigation of financial statements by comparing data from many accounting periods, whether it be ratios or line items.
Our outstanding Smart View is being rolled out to a wide multitude of new areas in EalSuite, as promised. With this update, Smart View has been added to the Packing Slip, Lead Appointments, and Manufacturing Enterprise App.
When it comes to our Document Storage, we've made sure to accommodate a wide variety of file types. Support for Lumion, an architectural rendering enterprise software, has also been includedΒ as part of this release.
π Enhancement
When we explored into the analytics and spoke with users, we learned that the Cost Center function was being put to use in many different ways. The Projects Profit report, the Project Cost report, and the Project Profit Snapshot may now be filtered by Cost Center.
Finally, we were able to put an end to the uncertainty that had existed between business owners and accountants over the proper naming of certain accounting terms. From now on, the labels for Income and Expense in the dashboard widget have been changed to Cash-In and Cash-Out respectively.
With this update, the total is now shown at the bottom of the account statements.
The Project Profit Snapshot Report now has a custom field filter that gives users the opportunity to pick many items at once(multiselect) or from a drop-down menu.
βοΈ Resolved Issue
The trouble with looking through vast amounts of data has been fixed in the stock opening balance list.
There were certain users who, although having enough permissions, were unable to make announcements; this matter has already been addressed.
The bug with the status filter on the list which wasΒ not displaying the "Sales Order Pending" status has been fixed.
25/02/2023
π Feature Update
New - Detailed Customer Payment Report, This report is useful if you need a bird's-eye view of all redemptions and payments made by your clients.
New - We've got you covered whether you require a filter like "30 days after due date," "Payments done Today," or any other relative date criterion. Advanced date filters are now available in EalSuite Smart View.
New - Detailed Supplier Payment Report, If you want to have a consolidated picture of all supplier payment inflows and outflows, this report can be helpful.
π Enhancement
Inventory adjustment now shows the warehouse details in creation for verification for warehouse split-up
From now on, you can optionally leverageΒ Last sales price and Last sales price by Customer for Sales Bills.
In order to promote accessibility, The preview button in the bill-view has been relocated beneath the share button.
βοΈ Resolved Issue
The navigation sub-menu was covered by the list search bar UI in mobile mode, resulting in a broken UI, which has now been addressed.
The data loading issue for fewΒ system registers with custom-field-type "Employee lookup fields" has been fixed.
11/02/2023
π Feature Update
New - Introducing unlimited enhanced bill sharing links with expiration, which can be accessed inside any bill's view.
New - You may now choose the unit to display in reports(Reporting Units) for items that have several units, easing analysis.
In EalSuite, List Views now have the option to customise their default sorting and the columns used for searching.
π Enhancement
The feature to send a bill through emailΒ has been relocated to the new "Share Dropdown" portion of the bill view interface.
You can now associate expense and deposit to multiple projects at the same time thus simplifying analysis and cutting down on time-consuming manual calculations.
It is now possible to choose a cost centre when associating expenses, deposits, and journals with individual projects.
Contacts tax-registration-type can now be set as the default in the organisation settings.
βοΈ Resolved Issue
When a customer gets a refund or credit in a foreign currency, the problem with the precision of the foreign exchange value calculation has been fixed.
Fixed case with reconciled statement showing opening balance insideΒ uncleared transaction.
28/01/2023
π Feature Update
Hurray! There is now a new custom field, Multi-Select.Β EalSuite now has more than 12 fields for almost every unique situation you may have encounter in business.
We activated Email notification upon user login to handle security as a tight precaution here at EalSuite. Every week, we will strengthen our security trust score process so that you willΒ get very minimalΒ notifications.
Individual user profile pages are now enabled. You may now view your previous activity, beginning with Login Logs. We'll keep you updated on key developments.
π Enhancement
For template 5-PDF, you can now set along amount in words with subtotalΒ that will appear in the footer.
All inventory reports within EalSuite now include a Unit column to help you better understand inventory operations across your organisation.
βοΈ Resolved Issue
Fixed a bug in which the foreign currency gain or loss was not taken into account when issuing refunds during some rare events.
Resolved an issue where some user-roles; the bills could not be cloned.
14/01/2023
π Feature Update
New - If you have more than one branch, you'll like this new feature, which shows the branch name on the customer statement when the user filters by multiple branches.
New - Warehouse-based Closing Stock Report, This report will be useful if you are in charge of a warehouse and want to know what is going on inside.
Admins can now choose in preferences who should get Monthly and Daily Snapshot Emails.
π Enhancement
Aging report now includes opening balance.
EalSuite List view now allows you to customise the column order for a better experience.
Credits can now be appliedΒ or redeemΒ between journal and other payments as well as the journal andΒ openingΒ balance.
βοΈ Resolved Issue
Redirecting to customer list issue while any supplier is deleted is now fixed.
Date filter state resetting to first/default option while editing filter is now resolved.
Fixes an issue where certain users with sufficient privileges weren't granted access to the Quotes Reports.
Item RSB invoice details now correctly display "item sold for" instead of "item bought for" in reports.
31/12/2022
π Feature Update
New - We heard you! There are now over 12 custom field options available for use in both Projects and Pro-forma invoices.
New - We are also Excited to announce that approvals are now being released in pretty nearly all sections of EalSuite, including Proforma Invoice, Delivery Note, Credit Note, Purchase Bill, Purchase Receipt, Debit Note, and Warehouse Transfer.
New - We're making significant enhancements to Credit Limit feature. Here are the highlights.
The credit limit type can be Invoice alone or Invoice &Β Sales Order combined.
Credit Limit approaches are no longer restricted based onΒ amount only. Limit by number of bills or both is now an option.
You may even block the creation of new invoices or sales orders if they are past due.
25 different file extensions are now possible to upload inside EalSuite-Cloud-Drive. In this update alone, we've included support for ten more file formats that have proven to be popular among our users. These include ZIP and RAR archives, Figma, Adobe Illustrator, and Photoshop PSD files.
π Enhancement
You may now see the amount of records that have been selected while the bulk update is being performed for the final confirmation. We have now pushed this update to the leads list and will continue to do so as we roll out this and other bulk-update functionality in future versions.
You may now include the subtotal in the footer (option can be enabled in template preferences). This functionality is currentlyΒ available for templates 3, 4, and 5.
The cc and bcc fields will no longer be displayedΒ in the compose box when sending emails. Like other email clients, it's optional and may be turned on by the user.
βοΈ Resolved Issue
The concern with the list not loading properly when sorting the currency column within the Invoices sales person report has been handled.
The issue with the invoice profit report expenditure snapshot in the right side bar which wasΒ not displaying journal expenses has been solved.
Due to a browser technology change, the login method was expiring within days, mostly on mobile devices. As a result, you may need to login often. We just spoke with the browser team, and the problem has been rectified with this update.
The negative stock validation was not executing when deleting a Warehouse transfer if certain criteria were satisfied; this problem has now been rectified.
If the warehouse is changed while revising a Warehouse transfer, a negative amount validation that was failing on some occasions is now addressed.
When cloning or changing an existing bill created after the previous month's release, the terms selected were returned to default. This situation has now been settled.
17/12/2022
π Feature Update
New - Rounding up or down on bills is a pain to perform manually, but EalSuite has you covered with four options to streamline the process. "Manual" refers to methods that need human involvement, rounding upwards (to the next integer), downwards (to the lower integer), and normal rounding-off.
New - We are pleased to announce the addition of the "Linked Data Privilege" role option. If permission is given, the user will be able to view any information included in any connected records that are related to the records he has granted access.
New - A common subject of conversation between teammates is the optimal method of presenting as much data as possible in EalSuite throughout the bill generating process.From this point forward, you can have access to the recent sold and brought prices for the client or supplier of your choosing, as well as almost complete information on all line items on the selected bill.
π Enhancement
Begin today, you can add a narrative to itemΒ expense entry.
As part of our ongoing effort to tighten security, we've included custom Session timeout pages in the event that your login expired/old enough.
In EalSuite, we have begun to optionallyΒ group records for the first time in reports. This function is now available inside the Customer and supplier due statement. We also included the PDC column and filter in the same.
You decide what "View" means! The choices to "Manage buttons" and "Show checkbox" are now available during the creation and updating of views.
βοΈ Resolved Issue
There were a few events that did not operate as planned for the edit-privileges of Retail Invoices, and we fixed it.
Detailed Statement of Accounts PDC Transactions that have been cleared where shown inΒ Split in Category, issueΒ has been handled.
03/12/2022
π Feature Update
New - Presenting Individual Report Roles. With the new role selection feature, you can fine-tune who in your organisation may see what data.
New - Stock Ageing Report is now available. Be now aware of how is your stock perform at past intervals of time from today.
New - Global production release of Transaction Locking is now available. The auditor may now rest easy knowing that no changes can made to sales, purchases, accounting, or inventories for any given set date.
π Enhancement
Account statement reports now have a category column, allowing for more granular analysis by separating out relevant information.
When creating an item inside EalSuite, you can now choose the default unit for sales and purchases. This is a deal breaker for any business that uses different units.
Introduced new Created-User filter in Post-Dated-Cheque Report.
βοΈ Resolved Issue
Fix for an issue where a wrong status sequence was displayed in a list of projects.
Currency rate issue in account statement fixed. The problem arose during the process of converting foreign money into the domestic currency.
19/11/2022
π Feature Update
New - Invoice Item Profit Report - Now get detailed profit insights into your sales and invoices.
New - You'll find over 55 detailed reports under the report tab inside EalSuite. With the new integrated report search, finding what you need is a breeze.
As promised, the advanced view option is now extended to all major parts of EalSuite including but not limited to Lead Quote, Invoice, Quote, Pro Forma Invoice, Sales Order, delivery Challan/ Note, Credit Note, Purchase Order, Purchase Receipt, Purchase bill, Debit Note and Project.
π Enhancement
Password changing have been simplified and new the UI upgrade are now available for use.
Negative-stock-validation for inventory-out, a much requested feature, is now live and can be used in EalSuite.
Stock information is now shown during the creation and modification of an inventory out.
βοΈ Resolved Issue
An issue where the item group filter would disappear intermittently during user searches has been fixed.
Going forward, the Sales Order List will properly reflect the Project Code.
Previously, certain users were unable to delete customers from the list; this issue has been rectified.
05/11/2022
π Feature Update
New - Ultimately, we were able to complete the long-awaited feature,Β View. One view may hold millions of records, giving them tremendous power. The views in EalSuite provide you the freedom to organise your content anyway you see fit. At this time, you may access the Customer, Supplier, Employees, and Leads lists; all other lists will be having the view featureΒ in upcoming weeks.
Within EalSuite, you now have the option to create reminders that are either private or public for improved team collaboration.
π Enhancement
It is possible now to include Project Name and Salesperson information in the Bill PDF. In Settings β> Template Preferences, you may alter various settings, including which features to display in PDF.
In case if you have a lot of custom fields with your own data, there is a new option in the Template Preferences that lets you configure the layout so that the data is aligned horizontally rather than vertically.
βοΈ Resolved Issue
We've had greater-than-usual signups of EalSuite over the past two weeks (many thanks to our partners for making this possible), but since the app remains completely bug-free with the most recent release, we've been unable to make any bug fixes π!
22/10/2022
π Feature Update
New - Reports may now be emailed directly to customers and suppliers, making it easy to distribute statements on the fly; is now a breeze!.
New - In order to keep up with the rapid growth of EalSuite, the User Interface for roles has been completely redesigned!
Now, both normal and documents related to modules can take advantage of the new Reminder feature.
π Enhancement
When anyΒ bill is created from a SR, the Service Request associated Customer will now always be selected for the bill automatically for ease of use.
We've brought fresh filters to the lists of customers, suppliers, leads, and employees for some EalSuite workspaces and will be listening to your input before rolling out the feature more broadly.
βοΈ Resolved Issue
The issue where the customer and supplier list view's place-of-supply filter wasn't functioning properly for some users has been resolved.
08/10/2022
π Feature Update
New - Taking the concept of Landing Cost to a new level, it may now be used not only in terms of quantity, but also of total value.
New - You were heard! Customers have asked for the ability to rearrange the items on their bills, so we've included that feature in this release.
Announcing sharing of files and documents. At this time, you may provide access to the documents you have uploaded or saved to anybody outside of the organisation with a multiple trackable links.
π Enhancement
For ease of use, from this point on, project tasks will be shown in ascending order of due date.
Now we are adding the choice between include and excluding non-due amounts in the Customer and Supplier Due statement.
Warehouse transfer now has a search by name feature for use with the single warehouse transfer mode.
βοΈ Resolved Issue
The issue in which, when amending invoices, the cost centre would not display the true figure in some instances has now been rectified.
After a new journal was created using the global add button, the page was incorrectly diverting to a blank page; this has been corrected.
24/09/2022
π Feature Update
New - We are pleased to announce the addition of the Proforma Advance option to EalSuite.
New - Cloning of invoices and transactions is one of the most often requested features. We've got your attention, and now we're launching it officially.
Following the application of landing costs at this time, journals entries will be processed in order to transfer landing costs to the item purchase account.
Access to the individual value split-ups for VAT 201 can be nowΒ gained through the RSB (UAE)
π Enhancement
The whole process of inventoryΒ out has been rethought to provide room for increased functionality in the future. The advent of inventory-out has unleashed a vast new realm of potential uses.
The ability to alter an item's sales and purchase accounts after a transaction has already been made for that item is now a reality.
A significant improvement has been made to the loading time of the Invoice Profit report for records with 1 million or more entries.
βοΈ Resolved Issue
All future emails shared from EalSuite platform will nowΒ have accurate currency formatting.
Issue with preserving the purchase order titleΒ has been resolved.
We addressed an issue where the quote summary widget wouldn't let users access their own data.
10/09/2022
π Feature Update
New - Introduced the Secondary Email address field by default when creating a customer or a supplier. This feature can now be used as cc when sending bills through email.
New - You may now easily see and understand all of the updated, comprehensive cheque data shown insideΒ check book view.
With the latest Update, you can now adjust the page dimensions and paper orientation of all of your bill templates.
π Enhancement
The option to have the customer's shipping and billing addresses be the same is no longer selected by default whenever a new customer is created.
On the balance sheet, profit and loss have been substituted with retained earnings. This ledger allows for the accurate recording of financial transactions between businesses.
Both the due Statement and the Daily Report now include the Purchase Bill Number.
βοΈ Resolved Issue
The issue where the cursor did not advance to the next line after hitting the enter key when typing terms in the text area has been addressed.
It was not possible to delete journals that were linked to the Customer ledger at and had been redeemed to an invoice during some unforeseen events; this issue has been resolved.
Locked items list with incorrect inventory data is nowΒ corrected.
27/08/2022
π Feature Update
New - Introducing a wide variety of New Custom field types you can apply for your records βΒ Checkbox, Time, URL, and Decimal Fieldsβtake a look!
To ensure that important parties are not left out of email threads, you can now globally specify that all emails sent from EalSuite will automatically include the user's email address as a carbon copy (CC).
To better organise stock-related data, you can now designate inventory adjustments to ledgers inside EalSuite which in turn helps for growth analysis.
π Enhancement
To facilitate improved data analysis and save the time spent doing so, the stock summary no longer displays items for which there is no quantity data.
There will be no more missing stocks or headaches thanks to negative stock validation, which now applies to both inventory adjustment deletions and warehouse transfers.
Enhanced user experiences in project milestone view as any user intended refresh of the page will now maintain its state and viewports in projects view.
βοΈ Resolved Issue
The branch-changing dropdown from the navigation bar has been addressed to not break the UIΒ for users with multiple branches who are viewing the site from a mobile device.
Fixes an issue whereby some customers observed "NULL" instead of the correct HSN CODE when reading invoice line items containing packages if item HSN is not set.
The case in the Stock Valuation report where zero used to show up as negative zero (-0) has been resolved.
A non-empty validation check has been added for quotes and lead quotes' notes, which was previously allowed for empty values to be entered.
13/08/2022
π Feature Update
Document upload now supports CAD file extensions, allowing users to add and shareΒ architectural, electrical, and structural designs.
NewΒ email options now allow you to change the default CC(Carbon Copy) setting for any user inside your email preferences.
Dot matrix PDF Template - We are providing the long-awaited functionality you've all been asking for. In an effort to bring traditionally resistant industries into the digital plane, here is a PDF template for dot-matrix output.
Bills that are brought into the UAE may be subject to the country's reverse charge process, the results of which can be documented in reports. This adjustment is recorded in the supplies subject to the reverse charge provisions section of the VAT 201 report (UAE Edition Only).
There is now a Right Side Bar(RSB) in the trial balance & balance sheet that displays the customer and supplier balance split-ups.
π Enhancement
Appointment details may now be exported to PDF, Excel, and CSV.
In the retail sector, the footer of invoices nowΒ includes the time and date of printing.
You may choose not to display the quantity field if you so want in the template's preferences.
Due to the need for tracking leads and quotations for future references, we have disabled the option to delete the leads if they are converted to customers.
βοΈ Resolved Issue
Correction hasΒ made so that the right amount of the landing cost would be shown when editing the item hereafter.
Issue where users were unable to delete packing slips owing to a correlation discrepancy between roles has been resolved.
The problem where you couldn't disassociate invoice expenses from sales with 10+ items has been resolved.
30/07/2022
π Feature Update
New - For organisations of any sort, single and multiple warehouse transfer modes have been included for ease of use.
Task Report - The basic filters now allow you to track and monitorΒ the status of any tasks inside the projects.
Milestone Report - It's now possible to track the status of any project based on the due date and other criteria.
π Enhancement
Thermal printing of standard invoices now displays payment status.
Both the reporting section and the payments section have been updated to reflect the purchase bill number and series.
To facilitate analysis, the running balance column has been introduced to the ledger reports.
βοΈ Resolved Issue
A bug that prevented the popover from disappearing when the milestone status was updated has been resolved.
Item RSB(Right-Side-Bar) supplier data were incorrectly shown in certain cases, however this has been addressed.
Custom fields that were only showing up in reports and not in any other views in HR have now been resolved.
When exporting larger records from Excel, the footer for customer and supplier due statements was not showing up is now fixed.
16/07/2022
π Feature Update
New - You may now preview and import data including custom fields for customers, suppliers, and items in Import Data.
The warehouse transfer with multiple units may now be done as desired.
π Enhancement
Onboarding now includes the ability to configure email preferences.
The loading speed of the Warehouse-Transfer and Inventory-Adjustment lists has been greatly enhanced.
From now on, when a record is updated from the leads list, the filters you've applied won't be lost.
With EalSuite's negative stock validation, you'll now be notified and able to block any submissions with your purchases and backdated entries.
βοΈ Resolved Issue
Incident with the Sales vs Purchase PDF not loading for users with certain roles has been resolved.
Fixed an issueΒ with leftover quantity displaying incompatible values after partial conversion of Proforma Invoice.
Issues when validating stocks on delivery challan conversion is been resolved.
02/07/2022
π Feature Update
New - Now, warehouse transfer can display inventory information from differentΒ warehouses.
New - Adjustments to the inventory now include stock specifics for each of the warehouses.
π Enhancement
Both the trial balance and the balance sheet have been updated to include the PDC split-up.
Inside of EalSuite, there is now a filter for cheque type in the PDC report.
βοΈ Resolved Issue
Occasionally, disabled goods were visible in catalogues; this problem has been resolved.
Add variantΒ icon has been removed from item view page
In certain currencies, the confirmation of the amount while applying Credits had an accuracy problem that has since been rectified.
Credit and debit note references no longer fail to save for certain users.
Number field was in the incorrect data format when exporting to Excel or CSV for daybook, item purchases, stock summary, Current stock, Stock Valuation, Stock Alert, Stock In Report, Stock Out Report, Customer Trend, Supplier Trend and Invoice profit report
18/06/2022
π Enhancement
Assets and liabilities are swapped on a balance sheet to make it easier to understand.
Incorporated a filter for salespeople in daily sales and purchase reports.
In order to improve accessibility, page length may now be adjusted in cash in and out reports.
To make it easy to comprehend, credit and debit are switched on a journal.
βοΈ Resolved Issue
The customer business number was not showing up under certain situations whileΒ thermal printing is nowΒ rectified.
The incident with changing the catalogue name has been resolved.
Issue with switching to other payments when in the Payment view has been addressed.
In the template 2 pdf, the discount after tax value was not being shown if discount applied is now fixed.
Allowing the user to input arbitrary manual values when assigning customer staff asΒ tags has been disabled.
β Deprecated
Deal value and win percentage from leads are are no longer relevant metrics.
The present Agent Group inside Leads has been considered obsolete.
04/06/2022
π Feature Update
New - Project Cost Report - Now get cost insight into your projects.
π Enhancement
Option to shift terms to the footer is included into the template preference.
Company name has been added to the payment view in order to improve the overall customer engagement.
βοΈ Resolved Issue
The alignment issue with the item creation number custom field has been fixed.
RSB was not loading for P&L parent ledger group; this issue has been resolved.
A permissions problem with the Leads view was resolved under document management.
21/05/2022
π Feature Update
New - Introduced the functionality for allocatingΒ supplier Invoice Expense asΒ payable journal entry
Thermal Printing has been enabled for the Invoice Module as General Availability(GA). You can now choose thermal printing for all invoice types.
π Enhancement
Incorporated as a template setting,Β you may now have the option to show or hide tax details in the item list.
You now have the option to display or hide the Expiration Date for Quote and lead quote as a template parameter.
βοΈ Resolved Issue
In the ageing report, the filtering for Cost centre was sometimes failing; this issue has been resolved.
07/05/2022
βοΈ Resolved Issue
The concern with multiple unit precision in tax inclusive bills has been resolved.
When importing items into EalSuite, the matter with the opening quantity value formatting has been resolved.
23/04/2022
π Feature Update
New - E-Invoice, For Indian users with yearly revenue of at least 20 crores.
Introduced bulk update feature for Retail Customers.
π Enhancement
The loading performance of the credit/debit note bill list has been enhanced in bill creation.
The opening stock balance may now be exported in Excel or CSV format.
Now, transaction report records can get a peek at Journal snapshots through the RSB (Right Side Bar).
It is now possible to make a user-defined default catalogue from the user preference page.
Customers and suppliers' opening balances are now exportable to spreadsheets in both Excel and CSV.
The maximum number of cheque leaves that may be generated has been increased to 500.
βοΈ Resolved Issue
A glitch that prevented a hugeΒ trial balance from loading has been fixed.
Whenever Catalog is updated, a message that was difficult to interpret has been addressed.
09/04/2022
π Feature Update
New - Post Dated Cheque Reports.
When creating a new inventory item, you may now choose the default inventory type.
When adding a new inventory item, you may now choose the default item valuation type.
π Enhancement
Filters in the day book report now allow you to specify multiple ledger groups.
Sales widgets now display payments in the correct currency format.
Delivery Challan/Note Validation of the challan type is presently restricted to the Indian tax system exclusively.
In your EalSuite settings, you can now access the terms and conditions and privacy policies of the platform.
Dashboard's income and expense widgets are now displayed in the correct currency format.
βοΈ Resolved Issue
Cheque transactions were missing from the Cash In and Cash Out report, which has since been rectified.
The capital account was not displayed correctly while modifying the chart of accounts; this issue has been addressed.
The concern of not being able to see a visual representation of the stages of a lead list has been resolved.
The average value in the stock valuation report was inaccurate on rareΒ situations; this has been checked and updated.
While handling Multiple Units, the base unit was not appearing in appropriate while bill creation at some unusual instances has now acknowledged.
26/03/2022
π Feature Update
New - Report on Lead Quotes.
New - Within EalSuite, you may now preview files without downloading them, including images and PDFs.
π Enhancement
With our improved methodology, editing converted bills is now possible.
The Retail Invoice now features a customer name search for searching across multiple records.
We now enabled for you to add additional expenses to your bills.
For retail bills, the default catalogue selection is now possible.
βοΈ Resolved Issue
Conversion of sales orders to a different warehouse was not operating as intended is now fixed.
Unable to pass on bank charges in the event of a check bounced situation is nowΒ resolved.
The table holding lead, customer, supplier, and employee documents was causing overflow in some displays. This has been resolved.
The issue with representing check terms has been resolved.
12/03/2022
π Feature Update
New - You may now incorporate item images into bill PDF templates.
New - Bills now have the option of include optional item headers in the bill.
New - Item view has been completely redesigned. With the new layout, you'll be able to see every related information at a glance.
π Enhancement
Re-introduced the feature to provide an image of the product.
Catalogue choices are now available on retail invoice forms.
Line item searching has been streamlined to provide quicker results when drafting a bill with our new searching algorithm.
It is now able to switch between catalogues for retail bills.
βοΈ Resolved Issue
Situations with the quotes summary filter not functioning has been resolved.
Issue with the bulk update of lead assignees with no-assignees not functioning has been resolved.
RC and SC statuses include trailing spaces that were not correctly formatted, which has since been corrected.
The challenge of being unable to upload documents to folders in specific roles has been addressed.
26/02/2022
π Feature Update
New - All new updated dashboard incorporating extensive analytics. New charts and widgets are on the way.
New - Items RSB(Right Side Bar) - Without having to navigate, you can now get a preview of Items right on the reports
New - Bills and service request Logs have been revamped to make it easier to see all of the relevant information at once.
You may now store and maintain Documents or Files for Customers, Suppliers, and Leads.
π Enhancement
You may now create any backdated invoices using the date option in the Retail invoice form.
Assign a profile image to Leads, Customers, Suppliers, and Employees, and customise it as desired.
For enhanced convenience, Customer, Supplier, Lead, Expense, Deposit, Transfer, and Journal documents are all included inside the module part of Document Management.
We heard you! In response to the customer request, we've extended the upload limit from one document to multiple documents per transaction.
βοΈ Resolved Issue
The concern with the credit redemption amount being wrongly presented due to an auto-update has been resolved.
The issue with importing custom fields into leads has been resolved.
We've omitted tax label for applying discounts for no-tax bills inside settings.
The issue with imported leads' addresses not showing up in the list has been resolved.
To avoid mentioning duplicates, we've omitted the tax number from the secondary address if more addresses are provided.
12/02/2022
π Feature Update
New - Receivable Ageing Report is now available. Be aware of how much money your customers owe you at past intervals of time from today.
New - Payable Ageing Report has been introduced. You now have an idea of how much money you owe for any given period of time from today.
From RSB (Right Side Bar), you may now get all of the lead information you need straight from the appointment table inside EalSuite.
π Enhancement
Ledger Report nowΒ contains information from the parent Ledger.
The summary section on the Right-Side-Bar now includes Designation of the Lead
We've attached a "New" ribbon to the Reports Page in EalSuite to denote newly published reports.
βοΈ Resolved Issue
Purchase Receipt to Purchase Bill conversion validation issue when some characters are introducedΒ has been resolved.
Customer and supplier refunds when having multiple terms were not working are been corrected.
Quote id was not sorting in the Quotation Report when using an all-branch-filter is now resolved.
Corrected currency rate formatting has been implemented to ensure optimum precision and correctness.
New-contact modals on the bill generating page while changing tax registration type are now properly positioned to be viewed on low-resolution monitors.
Situation with not being able to delete lead stages when they include specific ASCII characters has been resolved.
29/01/2022
π Feature Update
New - Using our new bulk assign tool, you can quickly and easily allocate staffs to customers and suppliers
New - You may now simply do Proforma Invoice Partial Conversion inside EalSuite
New - All Reports now have our redesigned Contact Right Side Bar which may be utilised for receiving information at the same report page
π Enhancement
Trial balance, profit and loss, and the balance sheet all now incorporate RSB(Right-Side-Bar) split-up of the parent ledger if found
Exclude Transfer Filter has been added to the cash in and cash out reports
Customer and supplier custom fields are shared between branches when they are created if they have the same name as an existing branch's
When a lead is converted into a customer, the customer's custom fields can now be shared if the identical field name is detected
Stock movement report has been updated to accommodate our new advancedΒ item filter search option
βοΈ Resolved Issue
The concern where the RSB was not loading in the Customer and Supplier Credits report has been addressed
Issue with the stock-in report displaying item remaining value as inaccurate on someΒ occasion has been resolved
Fixed a bug that caused the total column in PDF template-1 to use up more space in some circumstances
Packaged items were failing to update its unitsΒ in some cases; this is now addressed.
The conflict with combining partial conversion items has been rectified
β Deprecated
The present production capacity has been considered obsolete. The module can still be accessible by all current users who are currently engaged in the use of the module
15/01/2022
π Feature Update
New - You can now fine-tune inventory management by Disabling negative stock for items in the settings
New - Purchase Order Partial Conversion is now a straightforward process.
New - Feature desired for a long time, now you may Shift from No Tax to Tax without any assistance.
New - EalSuite now offers the option to Create separate Journals for Credit and Debit note transactions.
π Enhancement
Now, with a single tap, you can simply label all notifications as read.
Enhanced lead import preview feature
For Customer and Supplier Due Statement reports, sorting is now available.
In EalSuite, terms may now be configured for every bill or module separately.
08/01/2022
π Feature Update
New - Introducing Item Wise profit Report. Discover which product or service generates the most revenue in a single report.
New - Inside EalSuite, Approvers may now be alerted when new bills need to be reviewed and approved.
From now on, each module will have its own specific PDF templates.
π Enhancement
GRNs may now be generated directly from the Purchase Order View.
For partially converted bills, the remaining quantity may now be displayed in bills for convenient review.
The bill view contains audit logs that have been approved.
Feature your own brand by including a logo in the PDF of customer and supplier reports.
From now onwards Custom Fields will also be transformed when a lead is turned into a customer.
βοΈ Resolved Issue
Issue with the company name not appearing during the import of leads has been resolved.
There was a concern with the deal value, win %, and notes not being shown in the lead summary is now rectified
01/01/2022
π Feature Update
New - Right-Side Bar for Reminders β with a click, you will now get the snapshot of Reminder.
New - Now you could organise a bulk update for allocating employees and lead stagesΒ for a list of Leads.
Right-Side Bar for contacts in any bill list. with this option in hand you can get a preview of contact from all around EalSuite without navigation.
π Enhancement
Now, by default, the Leads list sorts by id rather than by name.
Now, anytime you filter by Item Name, the list will include both Item Code and Item Name for increased accessibility.
Quotes for leads may now be added directly from the lead view.
You may now remove the RC and SC of Service Requests in SettingsΒ for precise control.
The Reminder may now be extended or deleted from the dashboard.
βοΈ Resolved Issue
Resolved an issue with the total at the bottom of customer trend reports
Organisation settings have been updated to remedy an issue with the branch address template.
The issue of the conversion date not matching the current date of the bill has finally resolved.
The issue with the supplier trend report's footer total has been resolved
25/12/2021
π Feature Update
New - It's now easier than ever to Convert Quotation in partial
New - Check, Analyse, Export and Print the Account Transfer now using dedicated PDF
New - Now you can set for allowing duplicate item number warning via inventory Preference
π Enhancement
The lead log has been reinstated in the lead view
You can now set Pending, In-Progress, On-Hold and Completed against each Service Request
If an item does not have multiple units, the unit may now be modified
βοΈ Resolved Issue
Issue with lead appointment submissions in certain situationsΒ has been fixed
Concern with the lead quote catalogue not applying has been resolved
The transaction bar graph account filtering problem has been resolved
18/12/2021
π Feature Update
New - Account Transfer gets a new UI Page.
New - Create, Edit, and View roles for Service Request are now available.
New - Refreshed Right Side Bar for Service Request summation in all its original glory.
π Enhancement
Item name searching with minimal input will now operate within all reports throughout EalSuite
Now forth in Service Request, the Name is re-introduced as Code in my-works
βοΈ Resolved Issue
Completed works count omitted from my-works count in Service Requests for both RC and SC
Page size was restricting for long SC and RC list in Service Requests is fixed
The challenge with importing items from a new unit or item group is now resolved.
Appointment update button in dashboard alignment was mismatched is now rectified
11/12/2021
π Feature Update
Notifications to assignees in Service Requests
π Enhancement
Item group filtering has been added to the item list for convenient search and retrieval
It is now automatically formatted for EalSuite when the stock value is uploaded during an item import
Payments for each contact can now be seen and analysed on the contact-view page
In the inventory view, each unit's current stock status is now precisely shown
βοΈ Resolved Issue
Issue of displaying SR in the customer view even when the functionality is disabled has been rectified
In rare situation on quote conversion, the concern of the salesperson not transferring the quotation has been resolved
Issue with item unit conversion factor accuracy has been corrected
Concern of not being able to view a transaction report filtered by account has been resolved
04/12/2021
π Feature Update
Item number in inventory reports
Normal and Sequential flow in Service Request
Bulk assign users to rc and sc
π Enhancement
Advanced searching for items list
Credit note and debit notes included in customer due statement and supplier due statement respectively
Now completion status can be marked for RC and SC
Reordering SC and RC in SR
27/11/2021
π Feature Update
New - You can now specify unit prices for goods/items from now on
Product Import has been completely redesigned. Now you can preview, save, and import all while keeping your data safe and secure
π Enhancement
Catalog list is now operating at a high level of performance with a pleasing user interface
Core information about an item is now displayed in the product view for easy reference
All notification timeouts have been set at 5 milliseconds to allow for easy comprehension of the material and excellent accessibility
The maximum number of contacts that can be imported has been raised to 2000
On first loading, invoices are now sorted by creation date, allowing you to see the most current data
βοΈ Resolved Issue
Permissions on the global add button have been tweaked to provide the most granular level of control as possible
Technical issues in the conversion of delivery challans have been fixed as a result
Issue with mass updating tax codes with certain null fields has been resolved
Fixed the problem of being unable to remove the Chart of Accounts on pages other than the initial page
New - Purchase Order Created Mail. You may now send PO mail straight to the supplier with cc and bcc from the PO Page.
Our most popular feature, forms, has been upgraded. You may now assign forms to users for more granular management, and forms now include a date field.
π Enhancement
Safely add your customer/supplier next time since we've introduced duplicate name warning while saving.
We've added a Created by column to the announcement list for easy review.
A new unit column has been added to the inventory list.
Project list has been updated to provide a consistent layout and improved loading performance.
Stock Alert Report now loads 30 percent quicker, resulting in significant performance gains.
Reminder list now includes more information for better access and comprehension.
βοΈ Resolved Issue
Issue with employee document retrieval on some pages has been resolved.
Label on the employee document upload button has been modified to make it more accessible.
Typo mistake in the employee reminder tab label has been corrected.
Primary headline of the reminder list has been modified.
Reminder-redirection page for contact and employee has been fixed.
In the quotation view, the button to add SR has been modified. From now on, the button will only appear if the quotation is not awaiting approval, has been rejected, or has been converted or revised.
Status table of the SC/RC catalogue and add page modal of Service Request is now revised to fix a bug.
The issue with self-reminder showing incorrectly at rare situations has been resolved.
13/11/2021
π Feature Update
Sales Order Partial and bulk conversion
Employee Reminder
Employee Doc Reminder
New Service request Summary
User Lookup field
Tags for service request
π Enhancement
Global add button ui improvement
Reminder UI improvement in dashboard
Bank account details table in dashboard made to fixed height
BOM availability in bom view
βοΈ Resolved Issue
Opening balance negative stock validation
Reminder self data issue fixed
Convert to customer option in lead view not found issue fixed
Service request searching not working issue fixed
Multiple lookup field for the same module not loading issue fixed
Contact and lead modules view table alignment issue rectified
Item Group filter issue in stock valuation report fixed
06/11/2021
π Feature Update
New - Employee information is now available in a newly designed page layout
New - Enhanced Lead View Page - Manage Lead information with convenience
New - Now update expenditures in bulk and designate them as manufacturing expenses
New Report on Quotes - Do Item wise analysis from now on
New Custom Field - Lookup - Take a look at one of the most awesome custom field typeΒ we've ever made
New - Option to set a reminder for bills and contacts
New - From now on you can start to handle documents for employees in EalSuite
π Enhancement
Items with attributes may now be shared between branches
Now, when you create a bill, the unit conversion for theΒ alternate unitsΒ will appear
βοΈ Resolved Issue
Option to delete invoicesΒ wasΒ not functioning in some occasionsΒ has been resolved
The issue of being unable to create purchase bills for suppliers with self-dataΒ roles in rare occasionsΒ has nowΒ been resolved
30/10/2021
π Feature Update
Upgraded Document Management - Now you can create directories, subdirectories, and share documents throughout the company while on the move.
Packing slip option is now available for delivery challans/delivery notes.
On bill creation, you can now see stock data in all and in individual warehouses.
π Enhancement
Users can now be allocated to each status in the service-request module.
Somaliland has been added to the list of worldwide nations.
Connected bills will now go straight to reconciliation of that SR after bill conversion.
Within the committed stock report and Item sales report, the salesperson filter may now be utilised.
List loading in bills, contact view bills, and project bills has been optimized.
Current stock report and stock valuation report now includes the item code.
Stock-in and stock-out reports are now sorted by date by default.
βοΈ Resolved Issue
In limited occasions, certain bill previews were not showing itemsΒ has now been resolved.
IncidentsΒ with converted-from and converted-to not showing up inΒ bill view has been resolved
23/10/2021
π Feature Update
Item Attributes - With upgraded analytics, you can now manage derivatives of items like colour, size, and length
Date Custom Field - Set the Custom Field argument to Date
π Enhancement
The load time for current stock, stock in, stock out, stock summary, item sales, and item purchase reports has significantly improved
In the sales vs. purchase report, the RSB now displays the detailed bill information
Bill editing is enhanced now by includingΒ the item number in the view
βοΈ Resolved Issue
Issue with lead-quote custom-field validation not functioning as intended for required fields has now been rectified.
Issue with the roles under Service Requests not functioning while creating SC has now been fixed.
Issue with Service-Request custom-field validation for required fields has been rectified.
Fixed issue for the packing slip pdf not producing problem
Concern with item list searching has been resolved.
Issue with the transfer and journal list pages not loading for users who do not have edit access has been resolved.
Issue with Category filter for cash out reports has been resolved
16/10/2021
π Feature Update
Employee Management - We're finally releasing our much-anticipated requestedΒ feature. We will undoubtedly assist you in effectively managing your workers
Customers and suppliers now have a new page layout. With just one click, you can now manage everyone's information
π Enhancement
ImprovedΒ Transaction and Inventory List's performance. Now you may enjoy even quicker page load times in a smoother manner
For enhanced lead visibility, nowΒ handle the Company name in the quotation list
Set the template preference to govern the Place of Supply field from now on
Roles may now be created with simplicity. An intermediate select without self-data option is included in the role selection. You were heard!
βοΈ Resolved Issue
Blank status dropdown in quotations, which created inconsistency in some systems, has now been addressed
To manage accountability concerns, non-zero quantity validation is now required for all bills
GSTR1 export that does not always apply the chosen date filter has been fixed
Issue of the delivery note not showing the customer's name if the company is not entered has been resolved
09/10/2021
π Feature Update
For Power Users of EalSuite, We now have introduced "Save and New", as well as "Save and Print" while creating bills from now on
π Enhancement
Enhanced manufacturing module with performance boost while creation and edit.
Transactions view now comes with features for attachment, project association, and editing.
Service request and service catalogue relevant informationsΒ are now included in the Expense, Deposit, and Journal Pages.
βοΈ Resolved Issue
Erroneous purchase list ordering on the first load has been corrected
Issue of being unable to search for a supplier name in the Supplier Report has been addressed
Issue of being able to set a RCΒ and a SCΒ from the settings even if the Service Request functionality is deactivated has been resolved
The issue with Expense, Deposit, and Journal Id not being included in service request reconciliation has now been properly addressed
The concern with the daily sales report and daily purchase report concealing the item name column for the no tax system has been put to rest
The case with the prefix column being readonly by default on custom field "Auto-Generate"Β has been solved
02/10/2021
π Feature Update
New Module - Service Request. Featuring our end-to-end Request Process Management solution
π Enhancement
Ability to incorporate the name of the company in all lists where the customer resides
EalSuite now displays the currency rate in all bill views
Bill views now shows the Place-of-Supply
βοΈ Resolved Issue
Issue of Item Group Bulk update not loading is nowΒ fixed
If the Stock Summary with zero qty, the stock value not calculating is addressed
25/09/2021
π Feature Update
New - You may now Associate an Invoice with a Purchase Bill
Invoice Profit Report now computes profit based on purchase bill and debit note relationship
Expense snapshot inside Invoice Profit Report now incorporates purchase bill and a debit notes
π Enhancement
Cost Center is now being used to apply redeem credits
You now can update the track inventory type from Item edit screen
βοΈ Resolved Issue
Issue of accuracy in foreign currency gain and loss for bills is nowΒ fixed
VAT 201 report not reflecting expense taxes has been resolved
Empty extra information panel in the item view has been corrected
If the item in Item creation is a service, the Manufacturing option will now be disabled
18/09/2021
π Feature Update
New - Cost Center allows you to distribute and analyseΒ costs separately within your company
New - E-Way Bill (India) - You can now generate an E-Way-Bill which allow for inter-state and intra-state goods movement in India
π Enhancement
Payment information is now shown in the journal view
Default proposal text for quotations can now beΒ set for the entire company
11/09/2021
π Feature Update
New - You have the ability to select inventory precision to any level you like
New - Template for Billing Address. In general settings, customise using field templates
New - Now you can Convert Delivery Challan as bulk as well as partial at your ease
βοΈ Resolved Issue
Concern of being not displaying Leads Quotation Title at some occasions has been resolved
The Unit conversion factor when using Zero as value when validation is now settled
04/09/2021
π Feature Update
New - In Bill PDF, now you can set the logo dimensions.
New - Opportunity to add the item line description of Bill PDF with the expiration date.
New - Mode to present the expiration date in a separate column in the pdf
New - While adding GCC VAT registered consumers, Emirates can now be included.
π Enhancement
Capability to implement tax registration type and supply location to all previously produced bills
HSN can now be displayed in a separate column in the Bill PDF.
In Bill PDF, there is now an option to include the serial number in a separate column.
βοΈ Resolved Issue
Concern of being unable to modify milestones has been resolved
The profit report for invoices indicating negative sums has now been settled
28/08/2021
π Feature Update
New - Option of choice to make terms & conditions in the bills read-only
New - Optimized Cash in and cash out reports and provision for the chart of account group filter
Custom fields have been enabled to the customer and supplier lists
π Enhancement
To decrease right scrolling, keptΒ the description and narration multi-line at all tables
TheΒ HSN description (India) is presented in the HSN summary report
Multiple Filters are included in the customer and supplier lists
βοΈ Resolved Issue
Formula custom field difference that was not working properly is been corrected
Situation with the retail customer creation date not saving has been resolved
The date was not saved when converting a lead to a client on some occasion, is fixed
Incident with item groups not saving when the items check all box is selected has been resolved
The issue with Lead Quote mail not working has been rectified
Event with the associate landing cost button not being accessible has been resolved
Case ofΒ preserving the creation time of quotation notes in the Indian timezone has been remedied
21/08/2021
π Feature Update
New - Number Custom Field - You may now just set the datatype number
New - You are now able to apply forΒ credits from the journal view
New - Formula Custom Field - Derive the result by associating from other custom field values from now on
New - For all sorts of bills, set multiple forms for various purposes.
New - Project Profit Report
New - You may now send the delivery challan to the client digitally and let them record the status from the preview
π Enhancement
Multiple forms are now included in the invoice expense
In the customer report, you can now set and view the credit note custom field
You may now configure and view supplier expenses in the supplier report
Credit notes are included in the invoice profit report expenditures
Custom fields have been introduced in retail invoice printing
Date has been added to the list of credit and debit notes
For a limited period as a beta release, we removed the EalSuite logo from sharable links preview
βοΈ Resolved Issue
Issue with landing cost items not showing up in the purchase bill view has been resolved
Date picker not loading in some invoice payment pages are now rectified
14/08/2021
π Feature Update
New - Multiple Forms - Expenses can now have multiple forms set by the user
New Editing and viewing options have been added to Warehouse Transfer Page
It is now possible to mark supplier expenses from the Expense tab
Autogenerate Custom field has a new option to delete autogenerating values in Quotation Revision
π Enhancement
Large data warehouse transfers will now be completed in a breeze
Report on sales vs. purchases now includes the margin percentage
Even if a specific ledger is notΒ selected, the ledger report drill-down will perform efficiently
βοΈ Resolved Issue
In the Bill Conversion process, the issue of sharable auto-generate custom fields generating new IDs has been resolved
Typo in VAT Returns 201 report has been addressed
On bill creation, multiple unit option not showing in uncommon instances has now been corrected
Issue with invoice custom fields showing up in customer payment reports has been resolved
Uncommon occurrence of the Sales vs. Purchase report not loading has been addressed
HSN field displaying characters problem in the HSN Summary report has been resolved
Issue with the project's unclearedΒ transaction page not loading has been cleared
Concern of duplicate data being created on a single project has been rectified
07/08/2021
π Feature Update
New - VAT 201 Report. Give it your best shot withΒ the most neededΒ VAT compliance report now
New - Option to include custom fields from invoices in customer reports
New - For tax-inclusive invoice, the taxable amount was added at the end, and the taxable unit price was included in the template preference
Exempted tax option was added to the tax formation process
π Enhancement
Improvements in the accuracy of reconciliation
Validation by consumers of TRN numbers
Revised Warehouse Report Algorithm. Time taken to load a warehouse report withΒ a million dataΒ has been slashed from 28 seconds to 0.91 seconds.
Add, modify, view and deletion of inventory adjustments have been simplified.
βοΈ Resolved Issue
Fixed an issue where the bill preview/pdf viewing would not render in some cases
In the warehouse report, it's now possible to filter by item group
The purchase bill implementation has been updated to resolve a problem with the public URL
The issue with credit redeem not lining up on the purchase bill has been resolved
Not being able to select the option to receive approval has been fixed
Issue with custom fields appearing in the bill preview and in the pdf has been resolved
Bug with the expiration date not showing up in quotations at rare occasions has been resolved
31/07/2021
π Feature Update
New - VAT Registration Auto-Setup Compliance is configured. Set the necessary VAT registration on contacts to add, and EalSuite will do the rest
New - Document Management (beta). Store your business documents now at ease
New - Default Terms for journal entries may now be defined
New - Check, Analyse and Print the Journals now using dedicated page and PDF to export
The item serial number will now intelligently auto-populate in the item description
π Enhancement
Category group may now be used to filter Daybook
βοΈ Resolved Issue
Incident with the preview access log for sales orders and delivery challans has been resolved
Issue with lead business data not showing up has been addressed
Difficulty with the HSN page not responding in rare situations has been fixed
Issue with the contact trend report displaying erroneous data has been rectified
Situation with the salesperson report, not loading has been corrected
24/07/2021
π Feature Update
New - Sales Vs Purchase Report. You may now retain a simple catch on direct sales responsibility
New - Form Leaving Alert. Don't worry about accidentally exiting the browser; from now on, EalSuite will confirm
π Enhancement
Stock Summary report now includes a filter for Warehouse
You may now select bulk update PDF layout for past bills under the template option
When updating an Item, you can now select bulk update HSN/SAC for previous bills
βοΈ Resolved Issue
The difficulty of deleted custom fields being shared in conversions has been resolved
Invoice profit report amount formatting issue has been addressed
Issue with the warehouse report filter not being available for single branch users has been resolved
Condition of being unable to view all customer sales data if a certain configuration of roles is defined has been resolved
17/07/2021
π Feature Update
New - Warehouse Report. Now you can keep a close eye on your warehouse
GSTR1 excel export for straight GST portal upload (India)
New - Auto-generating values have a new custom field
You can now share Custom field values with the same name on bill conversions
π Enhancement
Invoice profit report now includes a filter for uncleared charges, as well as details in the expense snapshot
Adjust the amount more effectively while editing a bulk payment
Quote profit calculations were re-enabled with added features after maintenance
Searching for items in a dropdown with special characters in bills has been optimized
βοΈ Resolved Issue
Issue with the title of the Lead Quote Page has been resolved
Lead Quote terms not saving on rare occasionsΒ has been resolved
Issue with the name of the recipient of a Lead Quote has been resolved
Complex input was not working when converting a lead to a customer, it was resolved now
Issue with self-data in Leads Analytics has been resolved
10/07/2021
π Feature Update
New - Invoice Profit Report now includes an Expense Snapshot
New - Revised Quote Report can now provide lead quotation frequency
Attached packaging slip can now be deleted if desired
π Enhancement
Enhanced Lead quoteΒ validation of revisions
Improvements to the catalogue interface for easier access
Petty Cash is no longer created automatically when a branch is created
Navigation bar is hiddenΒ by default when viewing reports on the mobile device
System Email and Logged in user mail can either be used for the reply-to email address
Improvements to the Warehouse Transfer UI to make it more accessible
βοΈ Resolved Issue
On cloning, the quote project id problem was addressed, as theΒ revision issue
Issue with Payment Terms in Purchase Order PDF not showing up has been resolved
Accounts statement and ledger report precision concerns for multi-currency
Issues with accuracy in multi-currency account statements and ledger report has been resolved
In certain cases, bill adjustments aren't functioning was addressed
Issue with the "All Branch" report ordering column has been resolved in the Stock In and Stock Out report
If items are not present in both branches, the stock movement report's all branch filter will not work was resolved
Inventory Out to product view redirection issue has been resolved
Emoji-based description input is formatted
Issue with emailing a PDF of a tax-inclusive bill has been resolved
Issue of displaying all options from the change password pageΒ if permission is not granted has been resolved
03/07/2021
π Feature Update
New - Redefined Discounts. You may easily apply discounts to any tax-inclusive or tax-exclusive bills at Settings -> Additional Preferences
Line Wise for tax inclusive bills
Bill wise before tax
Bill wise after tax
New - Packing Slip. Now print or share the snapshot of the bills for the shipment operations
π Enhancement
There is now a simple search option in the Customer Trend Report
Set Company to be as easy as a field now
Improved invoice accessibility; you can now see the serial number for each item in the bills creation view
For bill creation, the location of the Remove button has been altered
There is now a simple search option in the Supplier Trend Report
βοΈ Resolved Issue
Issue with the credit limit storing empty value page not loading has been resolved
When adding a supplier to a purchase bill, the supplier is not picked automatically by default is resolved
β Deprecated
Owing to improved customer segregation, the Company feature has been removed
26/06/2021
π Feature Update
New - RSB (Right Side Bar) - Without having to navigate, you can now see a preview of Bills and Transactions right on the reports
New - Template Preferences section of the settings has been redesigned
π Enhancement
Billing contact names can now be changed without restriction
Following template preferences are now available to customise to your needs
Item Number
Item name label
Taxable amount
Tax summary
Total
19/06/2021
π Feature Update
New - Quotation Revision - You can have as many modifications as you want on your quotation
Quotation revision series can now be set to follow user-defined rules
π Enhancement
User can now choose which quotations to carry from lead to customer during lead conversion
Lead Quote is not deleted while converting a Lead to retain for archival purposes
βοΈ Resolved Issue
Issue of being unable to edit expenses in few situations has been resolved
12/06/2021
π Feature Update
New - Tax Inclusive Bills are enabled for Purchase Order, Purchase Bill and Purchase Receipt
Credits from Payments, Credit Notes, and Debit Notes can now be applied in bulk to Invoices and Purchases
Credits can now be assigned to opening balances as well, making reconciliation easier
π Enhancement
Qty fixed decimal padding was removed from bills, causing billing uncertainty for some users
For error-free inventory adjustments, an improved calculation method is used while updating inventory
On Apple devices, organisational details and logo improvement are included
βοΈ Resolved Issue
For a few situations, the stock out amount in the manufacturing [module] was inaccurate and was rectified
Hiding the title field in leads, conceals the date for some browsers - issue fixed
Unable to update a client's name on an invoice while using the update customer button has been fixed
Issue of being unable to reschedule appointments from the dashboard has been resolved
05/06/2021
π Feature Update
New Appointment report
Customer Trend report
Supplier Trend report
Improvements in Import Customer and Supplier (upload, map, preview)
π Enhancement
Improvements in project Inventory (Performance and some ui improvement)
Included Warehouse column in Last batches in Item View
Bills creation in smaller devices ui improved
βοΈ Resolved Issue
Bill created date in reports showing in indian timezone changed to organisation timezone
Leads List date filter issue fixed
Sales Order qty splitup shows inclusive of cancelled items issues fixed
Supplier due Statement unable filter issue fixed
29/05/2021
π Feature Update
Set default payment terms for customers, suppliers, expenses, and deposits
In Payments, you can now add notes for customers and suppliers
π Enhancement
Inside PDF Templates, made the company name bolder for greater attraction
Improvements to the company's business logo inside EalSuite
Access to the mobile-friendly version is now easier
Customer and Supplier reports have a footer included
Customer Due Statement now has a Customer, Tags, and Salesperson filter
Supplier Due Statement has a Supplier and Tags filterItems linked to invoices that have been sent out via Inventory Out have been moved from Invoice Add to Invoice View
Associated Items to invoice which has been out via Inventory Out moved from Invoice add to Invoice View
Balance in the ledger report is now shown in Cr or Dr rather than + or -
βοΈ Resolved Issue
The issue with the lead quote profit computation has been resolved
Issue of credit and debit note dates shifting to the current date when edited has been resolved
22/05/2021
π Feature Update
New - Supplier Credits Report
New - Customer Credits Report
Create any document faster and easier with the new Global Add button
Uncleared Item and Invoice Expenses can now be cleared from the invoice view
Users can now view EalSuite Release Notes from the top navigation bar
π Enhancement
The opportunity to change the name of a bank account has been allowed
Users can access the name and transaction information for cleared cheques in the RSB of report statements
Summary Report for Salesperson; Improvements to the user interface for quicker data retrieval
Enhancements to the UI for stock movement and the Stock Summary report for items with very long names
βοΈ Resolved Issue
Currency issues were resolved during self-onboarding
Ambiguity while deleting bounced check payments has been resolved
Lead Quote edit operation log showing as generated in rare events - issue fixed
Only the first Credit Redeemed transaction can be removed from the invoice view - issue fixed
15/05/2021
π Feature Update
Expenses can now be linked to a purchase bill as a landing cost
For archival, inventory in EalSuite can now be designated as Disable items
You can now Disable BOM for archival if a process is no longer in use
New - GSTR1 filing (India). Now you can directly share the exported report for filing
π Enhancement
For beginnerΒ users, the ability to edit roles has been improved.
For Retail, the Sales returns choice has been introduced.
Bulk Update can be used to disable multiple items in a single shot.
Introduced HSN/SAC & Item type as a filter in Bulk Update
When listing inventory, a new filter called Inactive Items is applied.
Enhanced calculation produced provides the Opening Balance for the total in the Customer and Supplier Due PDF Reports.
βοΈ Resolved Issue
The issue with the table in the stock valuation report not filling the entire page has been resolved.
The topic of tax-inclusive bills has been addressed in the sales return journal.
08/05/2021
π Feature Update
New - Bulk Update Records. You can now edit the properties of all records with a single click.
Contact Entity - Now Bulk Update -> Tags,Catalogue
Item Entity - Now Bulk Update -> Tax, Cost Price and Sales price
New - Onboarding for new EalSuite users, an immersive walkthrough
Retail invoices have their default terms
In bill view, Credit redeemed transactions can now be deleted
π Enhancement
Reference applied has been added to the payment view.
At everywhere, the Products adding window now has a mobile-friendly view.
Accounts reconciliation tables have been improved to make them easier to find.
For efficient data processing, a bank account was added to the "my cheques" list.
βοΈ Resolved Issue
Unable to show Purchase bill if some properties are missing - issue fixed
In some views, the table does not fill the entire frame - issue fixed
In Cheques, sorting by "Date" isn't working - issue fixed
In the Invoice profit report, sorting by "Date" isn't working - issue fixed
In mobile view of the items column, the table header does not scroll to the right - issue fixed
Bills with an adjustment number greater than 999 are not saving - issue fixed
The exchange rate had a conflict with Multi-Currency Reconciliation for some currencies - issue fixed
If some cheques have been used, the bank account for the Cheque Book can be updated - issue fixed
Outstanding cheques are not being withdrawn when transactions are edited and the payment form is modified from cheque to cash - issue fixed
In the Purchase bill list, sorting isn't working for some properties- issue fixed
01/05/2021
π Feature Update
New - Set Individual Settings as User Preference
Now you can set default salesperson for any bills and records
Optionally hide salesperson field for any user
Set default warehouse and account for any transaction
New - Convert any bills using Bills Conversions Tool