Your client/vendor statement PDFs are now clearer, more intuitive, and easier to understand.

Here's what's new:

See the total change during the period.

Track account balances after each transaction.

When you are creating/editing a document with a large number of line items, it can get difficult to locate the exact line item.

But not anymore!

Now, when you create or edit a document, you’ll see serial numbers displayed right next to each line item.

This makes it simple to locate, reference, and manage specific items - no more scrolling or guessing!

Now you can automatically -

Just select your preferred option from the document creation/edit page, and you are set! 👇

Now you can configure the default Re-order and Overstock points for every new product added to your inventory - saving you time and ensuring consistency across your stock!

Just go to to set the default values that best fit your business needs.

These defaults will automatically apply to all new products, but you can update them anytime as your requirements change.

Now - such as quotations, purchase orders, invoices, and more.

No more getting stuck at the quotation or PO stage if you don’t have the batch info yet. Batch details are only required when you need them most, like during invoicing or delivery, based on your unique workflow.

Go to

Choose when batch details should be required for documents - Block, Ignore, or Both.

That’s it! Enjoy smoother, more flexible document creation!

Now, when sending invoices and other documents via email, you can also attach the respective client or vendor statements as well with just one click!

Simply click on "" while sending the email, and you’re good to go!

Now view the most up-to-date client/vendor balance on your document preview section with the new option:

Just click the Refresh option, and the system will instantly show you the latest closing balance!

Tired of manually setting payment due dates for every invoice or bill?

Now, you can assign a default due date (in days) for each client or vendor.

Whenever you create an invoice or expenditure, the system will automatically apply the right due date based on the defaults you set - saving you time and ensuring consistency! 👇

Enjoy faster, more reliable, and more flexible searches across all your dashboards with the new and toggles in dashboard filters!

:

Only show records matching your selected criteria.

Hide records matching your criteria, displaying everything else.

:

Find records matching any of your selected options.

Find records matching all selected options - ideal for complex, multi-tag searches.

Go to your Accounting/Sales dashboards to try out these new filters now!

No more missed approvals OR manually adding documents to workflows!

With our new configurations, you can -

Automatically add new documents (Invoices, Quotations, Proforma, Purchases/Expenditures, POs) into approval workflows as soon as they are created.

For each document type, you can select:

As soon as a new document gets added to a workflow, the assignee will get both email and in-app notifications, ensuring nothing falls through the cracks!