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748
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23

Roadmap

Under Review

Seperate Advance Utilisation Report
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Quotation to Purchase order - Selling Price to Buying Price.
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Add Previous Due Column
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Please Add Contracts Feature as well.
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Customise Email Body for Recurring Invoices
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Can't permanently delete leads
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Status Update in PO Dashboard as per Expenditure
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Need to display PAN details on the TDS reports
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Option to create a budget
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Payments receipts not updated on the dashboard
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need automation for split payments
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Multiple Reverse Entry Feature
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Multiple GSTIN
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why are customers being sent emails even after payment is completed ??
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NEED MULTIPLE QUOTE IN SAME LEAD
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Client/Vendor Logo Missing
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Add Currency details on Client profile
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Question about date format on quotes and invoices
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Delivery Challans like Service Report
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TDS in case of payment through UPI
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Streamlining Multiple Quotation Design Customization: A Painting Service Provider's Awaited Feature on Refrens
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DD/MM/YY date format
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Product Dispatch/Ordered Tracking
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User Role for Bank Details
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Align right to all number type format
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Planned

Delete wrong bank reconciliations upload file
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DATE CALENDER IS NOT USER FRIENDLY
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Sales Order Status
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Filter leads from Indiamart and TradeIndia by their Products and Dates
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Send CRM data to Google Sheets or 3rd Party applications
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Opening balances Adjustment in Payment/Payout Receipts
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Saving Sets of Terms and Conditions for Different Product Categories and Documents
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View/Update Scheduled Date of an invoice/quote etc.
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Client, Vendor profile is not tagged properly
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merging of client name
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Show Quotation and Invoice Titles on the Dashboard Page
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Invoice sequence number
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Create customised reports
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Bulk Mail For Different Groups
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Multiple Quotation Formats
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Manage Vendor Payouts in 1-click
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INVOICE OVERDUE FEE
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Ability to see per client total revenue, expense and income
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Import custom fields from leads into the Client
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Expandable Editor
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Zapier Integration
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Quick Preview and Edit Leads
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Feature to book depreciation
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Search Bar
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INVOICE FREEZE OPTION
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In Progress

Hi Team, We noticed that new leads coming from IndiaMART are directly moving to Open status instead of appearing under New Leads. Because of this, they are not visible in the New Lead section. Please check and let us know if any mapping or workflow needs to be updated.
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need to add additional charge below line items, GST to be calculated automatically for that
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Re-order custom fields in CRM
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Fetch Inventory custom fields in Invoice
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UQC IS not available in the report
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CRM intergration with TradeIndia
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Customised WhatsApp Campaigns
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Is there no option to filter LEADS , CLIENTS or INVOICES based on CITY/Region?
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Payment reconciliation
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Same Client Different Point of Contact
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Amount Due and Quotation Amount are empty
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Better naming of downloaded PDF files
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Better Dashboard
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