Changelog
Follow up on the latest improvements andΒ updates.
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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. π
Want Access?
Look for the "Ai" icon on your dashboard header to request access!
1) Role-Based Access Controls π
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 β‘
- Along with the workflow name,assignee, andstagedetails, you can now also view theapproval statusdirectly from the Document Dashboard.
- See and track all the Current and Previous instances of Approvals directly from the document preview page:
3) Real-Time Email Alerts π
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.
Analysing what each client/vendor buys/sells within a specific period is now super easy with our party transaction report! π
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!
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 π
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! π
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.
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