Changelog
Follow up on the latest improvements and updates.
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Managing your GST returns just got a whole lot easier with the brand-new GSTR-3B Summary Report on Refrens.
With this, you can instantly access a clear, section-wise summary of your outward and inward supplies for any period you choose - all in just a few clicks!
Quickly review your GSTR-3B data in a structured format and download it as a PDF for seamless sharing with your CA!
Ready to simplify your GST compliance?
Now get a detailed, invoice-level view of all outstanding amounts for each client - making your receivables management more transparent and actionable than ever!
Key Highlights:
- Invoice-level Clarity:See every outstanding invoice for a selected client, including invoice number, date, due date, total and paid amounts, days overdue, and amount due.
- Powerful Filters:Filter your report by date range and client to focus on exactly what you need.
- Customizable Views:Show or hide columns to tailor the report to your workflow. Add tags for better tracking and organization.
- Easy Export:Download your report as a CSV file in one click for sharing or further analysis.
- Actionable Insights:Instantly identify overdue invoices and take timely action to improve your collections and cash flow.
The
Vendor Outstanding report
works similarly, providing a purchase-level breakdown for all your payables.
You can now delete bank statements, bank books, and reconciliation sets - with built-in safeguards to keep your financial data accurate and secure.
What’s New?
- Delete Incorrectly Uploaded Statements:If you’ve uploaded a bank statement by mistake, you can now remove it - provided none of its transactions are linked to a bank book.
- Delete Bank Books:Bank books can now be deleted, as long as there are no reconciliation sets under them.
- Delete Reconcilled Sets:Reconciliation sets can be deleted only if none of their entries are in the “Reconciled” state. If reconciled entries exist, you’ll be prompted to undo reconciliation first (with a convenient bulk undo option).
How It Works:
- The system checks for any linked or reconciled data before allowing deletion.
- If deletion is blocked, you’ll see a clear message explaining what needs to be unlinked or undone.
- These checks ensure you never lose reconciled or important data by accident.
Why This Matters:
This update gives you more control over your records, helps you keep your reconciliation data organized, and ensures your books always reflect the most accurate information.
Where to Find It:
Look for the
Delete
options in your Reconciliation Dashboard, Bank Book View, and under Bank & Payments > Bank Reconciliation.Our brand new Inventory Items Dashboard puts everything you need to know about your inventory items right at your fingertips - making stock management faster, smarter, and easier than ever!
Here's what's new:
- Detailed Item Overview Page:Instantly access all essential details for any item - stock levels, pricing, warehouse distribution, accounting ledgers, and more - in a single, organized dashboard:
- Batches Page:Effortlessly track, filter, and manage all batches (active, exhausted, or expired) with complete batch info like expiry dates, stock, and manufacturing details - all in one place:
- Transactions Page:Monitor every stock movement for any item, including batch, warehouse, quantity, price, and more - clearly displayed in one place for quick insights:
How to view:
Just click on the "Detail View
" option for any item in your inventory dashboard, and you are good to go! 👇 
Now select multiple incorrect JVs from the Voucher Books and reverse them all at once with the new "Bulk Reverse" option:
Once processing is complete, you'll receive a detailed email showing whether all, some, or none of your selected JVs were reversed (along with reversal references and reasons for any failures) so you stay fully informed for compliance and follow-up.
Take control of your inventory like never before!
The Stock Status Report gives you instant, actionable
insights into your stock levels across every warehouse
- so you can act fast, avoid costly stockouts, and prevent your cash from being tied up in excess stock.
This report helps you -
- Spot Inventory Issues Instantly:Color-coded alerts highlight critical, low, and overstocked items, so you know exactly where to focus.
- Take Action in One Click:No more switching screens or manual data entry. Create purchase orders, transfer stock, or adjust inventory directly from the report - right where you see the problem.
- Save Hours Every Week:Powerful filters let you focus on the warehouses, products, or statuses that matter most. Need to share or analyze? Export your filtered report to CSV in a single click.
- Boost Your Bottom Line:Prevent missed sales by acting on low stock before it’s too late. Reduce excess inventory and free up cash, all while keeping your customers happy and your shelves stocked.
We’re updating our platform to use the new official Saudi Riyal currency symbol in place of “SAR.”
This change will now reflect across all your documents and interfaces!
Now fetch leads directly from your Trade India account to manage them seamlessly on Refrens Sales CRM!
When you add extra charges - such as shipping, packaging, or handling - to your documents, you can now also apply the applicable tax rate for each charge:
All charges with tax are automatically included in your IRN (E-invoice), GSTR-1, Tax Reports, and HSN Reports as well.
This ensures you stay 100% compliant and your billing is always accurate and transparent!
Your client/vendor statement PDFs are now clearer, more intuitive, and easier to understand.
Here's what's new:
1. New Balance Summary Cards
- Opening Balance:See your account’s starting point for the statement period.
- Closing Balance:Instantly know your ending balance.
2. "Current Balance" is now "Net Change (This Period)"
See the total change
(Total Debits - Total Credits)
during the period.3. "Updated Balance" is now "Running Balance"
Track account balances after each transaction.
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