E A L S U I T E

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Release Notes

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