Form Guardian for Expenses: Safeguard your financial data with the new Form Guardian option for Expenses. This feature ensures that changes to expense entries are controlled and authorized, preventing unauthorized modifications.
Streamlined Tab UI Implementation: Experience improved navigation and organization with the new Tab UI implemented across multiple areas, including Opening Balance in Migration, Employee View, Project Report, Invoice Report, Quote Report, and Opening Balance report. This update is designed to enhance user experience by simplifying access to vital information.
Accurate Filtering in Smart View: Fixed an issue with the lookup custom field filter for users in Smart View, ensuring that filtering is now precise and reliable. This fix enhances the functionality of data sorting and selection within the platform.
Unassociating Invoice Expenses: Resolved a problem that previously prevented users from unassociating invoice expenses. This correction ensures smoother financial management and proper expense tracking.
Revamped User Interface for Item Groups: Experience our newly implemented user interface for managing item groups, designed for enhanced usability and better organization.
Improved Checkbox Readability in Smart View: We've updated the checkbox field types in Smart View, changing from numerical (1 and 0) to textual (Yes and No) representations to enhance clarity and readability.
Corrected Committed Stock Values: We've resolved an issue that caused a mismatch in the Committed Stock value in the Item view when dealing with a partially converted Sales Order. This fix ensures accurate inventory levels are displayed, reflecting true stock availability.
Form Guardian for Purchase Bills: Enhance security and control within your financial workflows with the new Form Guardian option for Purchase Bills. This feature prevents unauthorized changes, ensuring that all modifications are verified and compliant with your company policies.
Optimized Customer and Supplier Balances: We have significantly improved the loading times for the Customer and Supplier opening balance section in Settings. This optimization is particularly beneficial for handling large datasets, making your initial setup processes smoother and faster.
Corrected Item Import Mapping: Fixed a mapping issue with the 'Minimum Sales Price Tax included' field in Item Import, ensuring that pricing details are accurately reflected in your system without discrepancies.
URL Validation in Bank Account Creation: Resolved a URL validation failure that occurred during bank account creation, ensuring that all provided links are correctly formatted and functional.
Beta In-App Notifications: We've launched a Beta release for in-app notifications tailored for employees within workflows. This new feature aims to enhance communication and ensure that team members are promptly informed of workflow updates, task assignments, and deadlines.
Customizable Bill Tables: Enhance your billing flexibility with the ability to add Item Custom fields directly to Bill tables using the Template Builder. This integration allows for more detailed and customized billing documents, tailored to your specific business needs.
Role Cloning for Efficient Management: Simplify permissions management with the new ability to clone roles. This feature saves time and ensures consistency in role assignments across your team.
Refreshed Design for Creation Buttons: We've updated the design for all record creation buttons across the platform, improving usability and providing a more cohesive user experience.
Fixed Currency Rate Calculation in Invoices: Addressed a calculation issue that affected the paid amount on invoices when the invoice currency rate was edited after payments were made in a different currency rate. This fix ensures accurate financial reporting and reduces discrepancies in financial records.
Manufacturing Smart View Enhancement: Resolved an issue where the check all functionality in the Manufacturing Smart view was not working. This functionality is now fully operational, enhancing the efficiency of managing manufacturing processes.
Configurable Reminder Days for Outstanding Cheques: Enhance your financial oversight by configuring the number of reminder days for outstanding cheques directly in the dashboard settings. This customization allows for better cash flow management and timely follow-ups.
New Forms for Warehouse Transfer: Streamline your warehouse operations with a new Forms option for Warehouse Transfers, designed to make data entry more structured and efficient.
Enhanced Bill Transaction Visibility: Users can now view the cheque date directly from the Related Transaction section of a bill, providing clearer insights into financial transactions and improving audit trails.
Access Restored for Sub-Users: Fixed an issue that previously prevented sub-users from accessing the Record update button, ensuring all authorized users can perform necessary updates without disruptions.
Lead Analytics Table Export Fixed: Resolved a problem with the Excel export functionality of the Lead Analytics Table, restoring full functionality and ensuring reliable data exporting capabilities.
Favorites for Reports: Enhance your reporting experience with the newly introduced Favorites option. Quickly access your most-used reports, making it easier to retrieve and analyze the data you need frequently.
Streamlined Purchase Bill Forms: The invoice field has been added to purchase bill forms to facilitate easier and faster data entry, reducing time spent on administrative tasks.
Enhanced Dashboard Usability: Enabled sorting for all tables within the dashboard, allowing for better organization and quicker access to critical data in the way that suits you best.
Corrected SEZ GST Registration Handling: Fixed a bug where SEZ GST Registration type transactions, when the place of supply matched the organization's place, were not treated as IGST bills. This correction ensures accurate tax handling and compliance.
Warehouse Transfer Validation Fixed: Resolved a validation issue that occurred when changing the Warehouse Transfer method from Single to Multiple. This fix ensures that transitions between these methods are seamless and error-free.
Enhanced Employee View Customization: Elevate your HR management with the newly introduced capability to customize the Employee view. Tailor this view to better meet your organizational needs and enhance usability for managing employee data.
Enhanced Migration-Customer Section: Now includes Customer Code and Customer Company details in the Opening Balance section, providing a more comprehensive view of customer data during migration.
Enhanced Migration-Supplier Section: Similar to customers, Supplier Code and Supplier Company details have been added to the Opening Balance section, ensuring a complete and detailed transfer of supplier information.
Multi-Branch Sales Reporting Fixed: Resolved an issue with item filtering in the Daily Sales report that affected multi-branch scenarios. Now, sales data across different branches can be accurately filtered and reported, enhancing the reliability of sales insights.
Tooltip Display Correction: Fixed a problem where the first row tooltip of a table was obscured by the table header. Tooltips now display correctly, improving user interaction and data readability within tables.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.