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Follow up on the latest improvements and updates.

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Keeping track of all your inventory transactions across different warehouses is now super easy with our
All Transactions Report
! ⚡
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Key Updates
  • See all transactions in one place:
    Instantly view every item transaction, from stock ins and outs to adjustments, across your entire organization.
  • Custom filters:
    Filter by date range, warehouses, and more to quickly track specific transactions.
  • Details at your fingertips:
    Know the what, when, why, and how of every stock move - item, quantity, batch, reason, source document, client/vendor, and more from a single dashboard.
Now get more control over how duplicate leads are identified in your Sales Pipelines - with configurable lead detection parameters!
Just go to Lead Duplication settings to customise the parameters (Name, Email, Phone, etc.) by which you want your leads to be identified as duplicates.
screenshot-www-refrens-com-2025-10-27-17-41-41
Set this up to ensure that you
catch the duplicate leads
that matter the most -
without unnecessary noise!
Now, when you record a payment or create a payment/payout receipt, you can also attach payment slips, receipts, and other supporting documents.
This ensures your records are not only well-organized but also easily accessible and fully auditable for future reference:
screenshot-www-refrens-com-2025-10-15-16-32-53 (1)
Adding Attachments while Recording Payments:
screenshot-www-refrens-com-2025-10-15-16-01-33
Adding Attachments while Creating Payment/Payout Receipts:
screenshot-www-refrens-com-2025-10-15-16-03-36
Viewing Attachments Directly from Document Preview Pages:
screenshot-www-refrens-com-2025-10-15-16-07-32
Now create custom approval workflows for Proforma Invoices as well! (just like you already do for Invoices, Quotations, Expenditures, and Purchase Orders!)
Why should you use this?
🤝
Streamlined Collaboration:
Assign different team members to review and approve Proforma Invoices at various stages.
🛠️
Customizable Workflows:
Tailor the approval process to fit your organization’s unique needs.
🔐
Granular Control at Every Stage:
Define exactly what actions are allowed on a document at each step - such as editing, downloading, sharing, canceling, converting, or marking as paid - based on its current approval stage.
For example, you can block sharing while a document is "Under Review" and only allow sharing or marking as paid once it’s "Approved".
Now, whenever an item’s stock status is Low or Critical, you’ll see a “
Create Purchase Order
” shortcut right in the item’s menu:
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As you see above, the system automatically pre-fills all the necessary details, such as -
  1. Preferred Vendor:
    If you have a preferred vendor added in the system for this item, it will be automatically filled.
  2. Quantity
    : The system smartly calculates the quantity you need to order to ensure your stock reaches the
    Wellstock
    quantity.
(Quantity is calculated as -
wellstockthreshold
= reorderPoint + 0.3 × (overstockPoint - reorderPoint)
quantity
= wellstockthreshold - stockInHand)
  1. Price
    : Your cost price stored in the system is also added automatically.
That's it! All you have to do is click "Save" and share it with your Vendor!
Now add your business logo or custom text as a watermark to your invoices and other documents - ensuring your brand stands out while keeping your files protected:
invoice-a00023-synergy-enterprise-reliance-industries-limited (2)
Key Updates:
Screenshot 2025-10-13 180304
  • Show Logo or Text:
    Display your business logo or any custom text as a watermark.
  • Full Customization:
    Adjust rotation, scale, opacity, and even repeat the watermark pattern for extra security.
  • Live Preview:
    Instantly see how your watermark will look before applying it.
  • Consistent Branding:
    Watermarks appear on both PDFs and online document links, ensuring your brand identity is always front and center.
Now, you can not only ask Freya about your business finances, but you can also talk to her directly - using your voice!
Freya will listen, understand, and respond to you in her own voice, making your accounting experience even more seamless and hands-free. 🚀
Want Access?
Look for the "Ai" icon on your dashboard header to request access!
1) Role-Based Access Controls 🔐
screenshot-www-refrens-com-2025-09-24-18-03-11
Control who can create, edit, view, and access workflows with role-based permissions.
Assign specific roles to team members, ensuring everyone has just the right level of access for their responsibilities.
2) Quick Access to Workflow Details Directly from Document Dashboard and Preview Pages ⚡
  • Along with the workflow
    name
    ,
    assignee
    , and
    stage
    details, you can now also view the
    approval status
    directly from the Document Dashboard.
screenshot-www-refrens-com-2025-09-24-17-53-56
  • See and track all the Current and Previous instances of Approvals directly from the document preview page:
transaction41
3) Real-Time Email Alerts 🔔
Stay in the loop with
automatic email alerts
(along with on-site notifications) for all key workflow events.
Approvers and creators will receive timely updates whenever an approval is assigned, completed, rejected, or changed - ensuring no action goes unnoticed.
screenshot-www-refrens-com-2025-09-24-18-10-48
Analysing what each client/vendor buys/sells within a specific period is now super easy with our party transaction report! 👇
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Key Highlights:
  • Filter by Party & Date:
    Select any client/vendor and a time range to view all related inventory transactions in seconds.
  • Analyse Transactions:
    Analyse item-wise quantities, average prices per SKU, total spending, and more.
  • Get Actionable Insights:
    Identify top-selling products for each client, optimize your inventory, and refine customer-specific pricing strategies.
Now, when you upload bank statements for overlapping periods, the system will automatically detect and flag duplicate transactions - preventing double entries before they happen!
transaction40
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