Changelog
Follow up on the latest improvements andย updates.
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Now, when you upload bank statements for overlapping periods, the system will automatically detect and flag duplicate transactions - preventing double entries before they happen!
Now, get a comprehensive summary of all batches added to your invoice - directly from the Invoice Preview page:
The new
Batch Summary
table displays every item in your invoice, along with key batch details like Manufacturer, Manufacturing Date, Expiry Date, Warehouse,
and more - giving you a clear, organized view of all batch-related information at a glance.Want to share Batch Information with your clients?
Easily share detailed batch information with your clients by displaying the Batch Summary table directly on your invoice!
Here's how:
- Enablethe "Show Batch Summary in Invoice" option.
- Customizethe batch details you want your clients to see.
- Previewyour invoice and share it with your clients - with all batch details included!
Now record Landed Costs while adding/editing items in your inventory:
What is a Landed Cost?
Landed Cost is a cost incurred in addition to the purchase price (such as transportation, delivery, handling, and other charges).
Why Record Landed Costs?
- Accurate Pricing:Know your real costs so you can set selling prices that protect your margins.
- Better Profitability Insights:Calculate your profits with confidence, factoring in every expense tied to your inventory ๐
Getting a clear view of your inventory value is now super easy with our new Inventory Valuation Report!
This report gives you detailed insights into -
- Number of items in your inventory
- Stock in Hand for each item
- Current Stock Value for each item and what % it is of Total Stock Value
You can also view this report at the warehouse level and download it for offline analysis.
With
"Create New(+)"
shortcuts in the sidebar, you can now create new documents in just 1 click - no need to go to the dashboard pages! ๐
Not just that, you can also use these shortcuts to quickly add new clients, vendors, or vendor leads straight from the sidebar!
With the new
Client Balance
and Vendor Balance
tabs, you can now view the Net Billed/Purchased Amount, TDS Withheld/Deducted, and the current balance for each client or vendor - directly from the document preview pages.No more switching screens to check these details!
Now get your GSTR-1 report auto-validated by Refrens before downloading the Excel/JSON for filing.
This helps you avoid common filing errors such as missing GSTINs, incorrect GST details, duplicate document numbers, etc.
View a detailed log of who made what change and when during the approval process with the new Activity History section
Now get real-time alerts on workflow activity via the in-app inbox.
- Creators get notified when a document has any changes (moved stages, re-assigned, or approved/rejected)
- Approvers get notified when a document is assigned to them for approval.
Just like Invoices, Quotations, and Expenditures, you can now create custom approval workflows for Purchase Orders as well!
With this, different team members can seamlessly collaborate to process, review, and approve Purchase Orders at various stages with ease.
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