Keeping track of all your inventory transactions across different warehouses is now super easy with our ! ⚡

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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.

Set this up to ensure that you that matter the most -

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:

Now create custom approval workflows for Proforma Invoices as well! (just like you already do for Invoices, Quotations, Expenditures, and Purchase Orders!)

🤝 Assign different team members to review and approve Proforma Invoices at various stages.

🛠️ Tailor the approval process to fit your organization’s unique needs.

🔐 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 “” shortcut right in the item’s menu:

As you see above, the system automatically pre-fills all the necessary details, such as -

(Quantity is calculated as -

= reorderPoint + 0.3 × (overstockPoint - reorderPoint)

= wellstockthreshold - stockInHand)

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:

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. 🚀

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.

Stay in the loop with (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.

Analysing what each client/vendor buys/sells within a specific period is now super easy with our party transaction report! 👇

Now, when you upload bank statements for overlapping periods, the system will automatically detect and flag duplicate transactions - preventing double entries before they happen!