E A L S U I T E

Loading

Release Notes

27/11/2021

🚀 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

🔖 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

⚓️ 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
  • Supplier opening balance report Amount Payable and Receivable interchanged issue fixed

20/11/2021

🚀 Feature Update

  • 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.

🔖 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.

⚓️ 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

🚀 Feature Update

  • Sales Order Partial and bulk conversion
  • Employee Reminder
  • Employee Doc Reminder
  • New Service request Summary
  • User Lookup field
  • Tags for service request

🔖 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

⚓️ 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

🚀 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 type 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

🔖 Enhancement

  • Items with attributes may now be shared between branches
  • Now, when you create a bill, the unit conversion for the alternate units will appear

⚓️ Resolved Issue

  • Option to delete invoices was not functioning in some occasions has been resolved
  • The issue of being unable to create purchase bills for suppliers with self-data roles in rare occasions has now been resolved

30/10/2021

🚀 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.

🔖 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.

⚓️ Resolved Issue

  • In limited occasions, certain bill previews were not showing items has now been resolved.
  • Incidents with converted-from and converted-to not showing up in bill view has been resolved

23/10/2021

🚀 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

🔖 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 including the item number in the view

⚓️ 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

🚀 Feature Update

  • Employee Management – We’re finally releasing our much-anticipated requested 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

🔖 Enhancement

  • Improved Transaction and Inventory List’s performance. Now you may enjoy even quicker page load times in a smoother manner
  • For enhanced lead visibility, now 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!

⚓️ 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

🚀 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

🔖 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 informations are now included in the Expense, Deposit, and Journal Pages.

⚓️ 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 RC and a SC 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” has been solved

02/10/2021

🚀 Feature Update

  • New Module – Service Request. Featuring our end-to-end Request Process Management solution

🔖 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

⚓️ Resolved Issue

  • Issue of Item Group Bulk update not loading is now fixed
  • If the Stock Summary with zero qty, the stock value not calculating is addressed

25/09/2021

🚀 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

🔖 Enhancement

  • Cost Center is now being used to apply redeem credits
  • You now can update the track inventory type from Item edit screen

⚓️ Resolved Issue

  • Issue of accuracy in foreign currency gain and loss for bills is now 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

🚀 Feature Update

  • New – Cost Center allows you to distribute and analyse 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

🔖 Enhancement

  • Payment information is now shown in the journal view
  • Default proposal text for quotations can now be set for the entire company

11/09/2021

🚀 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

⚓️ 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

🚀 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.

🔖 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.

⚓️ 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

🚀 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

🔖 Enhancement

  • To decrease right scrolling, kept the description and narration multi-line at all tables
  • The HSN description (India) is presented in the HSN summary report
  • Multiple Filters are included in the customer and supplier lists

⚓️ 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 of preserving the creation time of quotation notes in the Indian timezone has been remedied

21/08/2021

🚀 Feature Update

  • New – Number Custom Field – You may now just set the datatype number
  • New – You are now able to apply for 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

🔖 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

⚓️ 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

🚀 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

🔖 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 not selected, the ledger report drill-down will perform efficiently

⚓️ 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 uncleared transaction page not loading has been cleared
  • Concern of duplicate data being created on a single project has been rectified

07/08/2021

🚀 Feature Update

  • New – VAT 201 Report. Give it your best shot with the most needed 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

🔖 Enhancement

  • Improvements in the accuracy of reconciliation
  • Validation by consumers of TRN numbers
  • Revised Warehouse Report Algorithm. Time taken to load a warehouse report with a million data has been slashed from 28 seconds to 0.91 seconds.
  • Add, modify, view and deletion of inventory adjustments have been simplified.

⚓️ 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

🚀 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

🔖 Enhancement

  • Category group may now be used to filter Daybook

⚓️ 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

🚀 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

🔖 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

⚓️ 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

🚀 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

🔖 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

⚓️ Resolved Issue

  • Issue with the title of the Lead Quote Page has been resolved
  • Lead Quote terms not saving on rare occasions 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

🚀 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

🔖 Enhancement

  • Enhanced Lead quote 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 hidden 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

⚓️ Resolved Issue

  • On cloning, the quote project id problem was addressed, as the 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 page if permission is not granted has been resolved

03/07/2021

🚀 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

🔖 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

⚓️ 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

❌ Deprecated

  • Owing to improved customer segregation, the Company feature has been removed

26/06/2021

🚀 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

🔖 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

🚀 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

🔖 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

⚓️ Resolved Issue

  • Issue of being unable to edit expenses in few situations has been resolved

12/06/2021

🚀 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

🔖 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

⚓️ 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

🚀 Feature Update

  • New Appointment report
  • Customer Trend report
  • Supplier Trend report
  • Improvements in Import Customer and Supplier (upload, map, preview)

🔖 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

⚓️ 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

🚀 Feature Update

  • Set default payment terms for customers, suppliers, expenses, and deposits
  • In Payments, you can now add notes for customers and suppliers

🔖 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 –

⚓️ 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

🚀 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

🔖 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

⚓️ 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

🚀 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

🔖 Enhancement

  • For beginner 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.

⚓️ 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

🚀 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

🔖 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.

⚓️ 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

🚀 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
    • Quote→Proforma Invoice
    • Quote→Delivery Challan / Delivery Note
    • Proforma Invoice→Sales Order
    • Proforma Invoice→Delivery Challan / Delivery Note
    • Proforma Invoice→Invoice
    • Sales Order→Delivery Challan / Delivery Note
    • Purchase Order→Purchase Receipt
  • New – Tags and Enhanced Data Auditing
    • Customer and Supplier reports can now use Tag as a filter
  • We heard you! All New Items Creation and Items List Page
  • While creating any items now you can set Sellable/Purchasable/Manufacturing for early segregation
  • Quotes can now be cloned

🔖 Enhancement

  • Now transfer products between warehouse at an increased limit of 200 (earlier was 15)
  • New layout and view for Tax-inclusive bills
  • In the dashboard, we’ve set a fixed height with infinite scroll access for accessibility in –
    • Appointments
    • Outstanding Cheques
  • New data point in Stock Valuation Report for getting precise forecasting – Average Value
  • Enhanced Status Filter for Invoice, Purchase and Salesperson Report
  • Warehouse details can now see in the invoice if multiple warehouse feature is enabled
  • You can now choose whether or not an Item Price is editable as a global default through the sales preference
  • We’ve combined the Landing Bill and Purchase Bill at the behest of our beloved customers
  • Warehouse Transfer now has a mobile-friendly product add view
  • The Customer and Supplier Profile Page has been optimised and some ambiguity has been removed
  • The customer has added to sales under the navigation bar for ease of use

⚓️ Resolved Issue

  • For the single branch mode, there is an option to share the series manager with other branches. – issue fixed
  • When editing the Customer/Supplier Profile, the catalogue and payments were set to default – issue fixed
  • Drilling down in the Invoice Profit summary took to the wrong page – issue fixed
  • In certain cases, precision problems were resolved in tax-inclusive estimations.
  • Redirection to the incorrect page after effective invoice deletion – issue fixed
  • When using the stock out report, certain permissions were not in place – issue fixed
  • In the Supplier Profile, there is no label for the Summary Amount Payable – issue fixed

❌ Deprecated

  • Owing to an improved tag upgrade, the customer’s groups have been removed.
  • Notes in Mini-RSB (Right Side Bar).

24/04/2021

🚀 Feature Update

  • New – Raw Material Consumption Report
  • New – Finished Goods Report
  • New – Manufacturing Expense Report
  • Delete option for Invoice.

🔖 Enhancement

  • Bills creation table is now mobile – responsive.
  • Invoice report footer fixed in reports for accessibility in high volume data.
  • You can view detailed invoice and credit note split-up via Right-Side-Bar(RSB) for Salesperson Summary Report.
  • Invoice Template 4 now shows the Tax Invoice label.
  • The customer payment label changed to Payment Receipt for the easy spot.
  • Payment and Payment Receipt PDF now excluded bank account details, narration and tags.

⚓️ Resolved Issue

  • Quotation PDF in “multiple currencies” showing tax in base currency – issue fixed.
  • Landing bill not creating for rare events – issue fixed
  • Sorting not working for the column “ID” in Invoice and Purchase Report for Multiple Branch- issue fixed
  • Landing cost details in purchase bill view overflow out of ViewPort – issue fixed
  • Landing cost association shows incorrect value in some events – issue fixed
  • Unable to save new Chart of Account if subgroup not chosen – issue fixed
  • User with single branch access shows no branches in settings – issue fixed
  • Catalogue view and edit precisions – issue fixed
  • Tax-inclusive bills precision – issue fixed
  • Unable to show the data in Customer and Supplier Report if the customer is present in one branch and filter by “all branches” – issue fixed
  • In PO 3rd template “Invoiced to” changed to “Supplier” – issue fixed
  • Quotation PDF in multiple currencies showing tax in base currency – issue fixed
  • Precision issues fixed in products modal – issue fixed

17/04/2021

🚀 Feature Update

  • Export detailed PDF for Daily Sales and Purchase Report
  • New – Salesperson Summary Report

🔖 Enhancement

  • Currencies improvement and precisions for multi-branch editions.
  • Footer SUM for qty and stock value in the ‘stock valuation report’
  • Roles Improvement for ‘self data’
  • Search option for manual batches in all documents
  • Daily sales and purchase report now include Services
  • Daily sales and purchase report now include ‘Price Discount and amount’
  • Payment view and PDF now include Customers and Supplier details

⚓️ Resolved Issue

  • Customer due statement PDF was not downloading, instead shows in new tab – issue fixed
  • Amount in words for 3 decimal places was not rendering properly – issue fixed
  • Docs download for transactions – issue fixed
  • Tax in settings was showing for Unregistered Branches – issue fixed

⛑ Known Issues/Service Maintenance

  • Client Portals disabled for maintenance

10/04/2021

🚀 Feature Update

  • Monthly Finance Snapshot Mail for Admins
  • Multicurrency is now available in Projects
  • Amount in words will now show for all currencies in the world
  • Export Detailed PDF for Customer and Supplier Due Statement Report

🔖 Enhancement

  • Add Products/Services Pop-Up in all documents is set with fixed bottom bar for easy submit.
  • Search option in opening balance updation for easy discovery
  • Item creation removed from branches and enabled in inventory for multibranch.
  • Customer and Supplier Due statement will show Overdue Status in detail
  • Payment split-up will be shown as drill-down in Customer and Supplier due statement
  • UOM in HSN Summary report (India)
  • With Multi-Currency; Accounts Statement will now shows in individual currencies
  • Enhanced Date search in Credit Note Report

⚓️ Resolved Issue

  • Credit redeem for purchase bill was not creating for journal entry- issue fixed
  • Dual Account report button in customers and supplier report was not showing – issue fixed
  • Item expense in bills was not creating in some occations – issue fixed
  • Qty with more than 999 not creating in some documents – issue fixed
  • Default Tax was not updating in new UI – issue fixed
  • Expiry report was unable to filter by expiry date – issue fixed
  • Expiry report title was misleading – updated
  • Updating Opening Stock was not working for some larger quantities – issue fixed

04/04/2021

🚀 Feature Update

  • Multicurrency.
  • Tags in Manufacturing.
  • Expiry Date Report.
  • Welcome Mail for new users in EalSuite.

🔖 Enhancement

  • Precision in Currency Decimals.
  • Quotes image removed in template 4.
  • Auto associate negative stocks after warehouse transfer
  • Discount Journal in Landing Cost.

⚓️ Resolved Issue

  • Blank columns in daily sales and purchase report for all branch filter – issue fixed
  • Branch models blocked after submit to prevent duplicate entry – issue fixed
  • Header and Footer “mm” label – issue fixed

27/03/2021

🚀 Feature Update

  • Manufacturing Auto and Manual Mode.
  • New Template Preference : Options to
    • Toggle Serial Number
    • Attention
    • Payment terms
    • Units
    • Units in Separate column
  • New Template for all documents.

🔖 Enhancement

  • Warehouse transfer can set in Global; “From and To” warehouse selection
  • Options to “set header offset” & “remove default header” in template 2 and 4
  • Toggle Manual Batches in Inventory Preference

⚓️ Resolved Issue

  • Date filter was not working in some situations for “Jan-dec Fiscal Year” – issue fixed
  • Purchase bill View icon not redirecting to view – issue fixed
  • Lead preference was visible if the leads feature is off

20/03/2021

🚀 Feature Update

  • Seperate Journals included for discounts while invoicing and purchasing.
  • Thermal Print Preference can now be enabled in Sales Preference
  • Optional duplicate item name validation.
  • Can now set Default Payment Terms for customers and suppliers.
  • Assigning Customers to Sales Persons.
  • Negative Warehouse Transfer option now available.

🔖 Enhancement

  • “Last Purchase Price” label changed to “Show Last Purchase Price on Purchase Creation” in Inventory Preferences
  • Hide branch settings if branch count is one
  • Renamed “POS” to “Retail Invoice” in Sales Preference.
  • Branch Creation option in settings – improvement.
  • “Select All” option for catalogue and warehouse transfer item creation
  • Retail Customers included in manual Journal entry

⚓️ Resolved Issue

  • Lead Edit form when editing company name – issue fixed
  • Template qty spacing – issue fixed.

13/03/2021

🚀 Feature Update

  • New PDF for Invoice Report
  • Customer Due Statement
  • Supplier Due Statement
  • New Settings Page
  • Options to configure Features from Settings
  • B2B Invoice Report – GST R1 (India)
  • B2C Invoice Report – GST R1(India)

🔖 Enhancement

  • Included discount for Invoice and Purchase report
  • Warehouse Transfer improvements
  • Serial Number and Expiry date in Stock In, Stock Out and Stock Movement Report
  • Check all for items, Chart of Account, bank account and warehouse for branch sharing
  • Add BOM UI improvements
  • Logo Update moved from Appearance to Settings

⚓️ Resolved Issue

  • New Branch Creation – issue fixed

06/03/2021

🚀 Feature Update

  • Delete option for Inventory-out.
  • Notifications for Leads Assigning and Status Change
  • Items can set for Expiry Dates.
  • Serial Numbers can be set for individual items.
  • Manual Batch on item sales
  • Multiple UoM (Unit of Measurement) for items.

🔖 Enhancement

  • Hide warehouse Colum for single warehouse users in Stock in Stockout and stock movement report
  • Dashboard responsive improvement for mobile view
  • Option for setting last purchase price for items on the purchase order and purchase bills

⚓️ Resolved Issue

  • Customer list invoices summary showing cancelled invoices – issue fixed
  • Quote access log report not loading – issue fixed
  • Leads list sorting – issue fixed

27/02/2021

🚀 Feature Update

  • Lead Analytics widget in the dashboard
  • Stock-In report
  • Stock-Out report
  • Search in-stock alert report

🔖 Enhancement

  • Warehouse filter in Daily Sales, Daily Purchase and Stock Movement Report
  • The Expense and Income Report changed to Cash In and Cash-out Report and included Payment Transactions.
  • Dynamic loading included in the Invoice list (Performance Improvement)
  • Dynamic loading included in Purchase bill list(Performance Improvement)

⚓️ Resolved Issue

  • Cash In and Cash Out on entering keypress redirect to dashboard – issue fixed
  • Debit note and Credit note balance not updating on cancelling – issue fixed
  • Transaction delete – issue fixed
  • Stock in report item grouping – issue fixed

20/02/2021

🚀 Feature Update

  • Stock Alert Report

🔖 Enhancement

  • Payments and transactions table ui improvement
  • Credit Note and Debit Note can now be cancelled
  • Redeemed payments by credit and debit notes can be deleted now

⚓️ Resolved Issue

  • Lead analytics all time date-range issue fixed
  • Payments search issue fixed

17/02/2021

🔖 Enhancement

  • Removed Cheque date validation
  • Cheque payments move to outstanding cheques by default
  • Item group filter in Stock valuation report
  • Sales person, Customer and Invoice owner filter in Invoice profit report
  • Enhanced Lead quote 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 hidden 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
  • 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.
  • Category group may now be used to filter Daybook
  • 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 uncleared transaction page not loading has been cleared
  • Concern of duplicate data being created on a single project has been rectified
  • 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 including the item number in the view