🚀 Releases

@Team we've rebuilt our Notification system with significant improvements.
Clear All Option: We've introduced a "Clear All" feature, allowing users to remove all notifications with a single click, streamlining the user experience.
Individual Removal: Users now have the ability to delete notifications one by one, and added animations for each notification when cleared.
Dynamic Notification Counts: As notifications are cleared, the notification count dynamically adjusts, ensuring users always have an accurate overview of their unread notifications.

We've updated the column selection in the grouped columns to now display both the column name and the grouped name combined.

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After

The issue with the activity log not functioning when we switch from report(double click) to form has been resolved.

We have removed the top horizontal scrollbar from all child grids.

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After

We've fixed a bug where columns would shrink when filtering empty data. Now, your column widths will remain intact even when filtering.

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After:

We've upgraded our report format! Now, instead of just names, the "created by" and "updated by" columns showcase user profile images alongside names. This update enhances visual clarity and personalizes user interactions.

We're thrilled to introduce a new capability in our ERP system that offers greater flexibility in recording credits, especially for scenarios where credits aren't linked to specific invoices.

For example, Let's say ABC Company purchases goods worth $100,000, and you decide to offer them a $5,000 overall discount. Here's how you can document this transaction in our ERP system, ensuring proper VAT management:

Here's a breakdown of the process:

• Navigate to Customer Advance and select Create New
• Choose the respective customer from the list.
• Select the appropriate account to Deposit.
• Enter the amount, and specify the relevant tax group.
• Set the appropriate date.
• Select Advance Type = CREDIT

This update empowers you to accurately reflect various financial transactions, such as bulk discounts, ensuring your accounting processes remain precise and compliant. Plus, you can seamlessly claim VAT against these credits, enhancing your financial management capabilities.

Ledger Posting:

Tax Detailed Report:

We're thrilled to introduce a new functionality in our ERP system: the capability to record DEBIT NOTE transactions that aren't linked to specific invoices. This enhancement enables smoother management of scenarios like vendor discounts or other miscellaneous debits.

For example, imagine XYZ Vendor grants a $5000 discount on a prior $100,000 material purchase. Here's how you can document this transaction in our ERP system, ensuring proper VAT management:

• Navigate to Vendor Advance and select Create New
• Choose the respective vendor from the list.
• Select the appropriate account to pay from.
• Enter the amount, and specify the relevant tax group.
• Set the appropriate date.
• Select Advance Type = DEBIT

This update empowers you to accurately reflect various financial transactions, such as bulk discounts, ensuring your accounting processes remain precise and compliant. Plus, you can seamlessly claim VAT against these debits, enhancing your financial management capabilities.

Ledger Posting:

Tax Detailed Report:

We've added a new "condition" field to the Scheduled report, offering the following options:

• Equal
• Less than
• Less than or equal
• Greater than
• Greater than or equal

For instance:

Let's say we want to track products that will expire within 45 days. We aim to create a scheduled report to highlight these items.

First, we'll set up the report schedule, specifying its name and frequency.

Recently, we introduced a new feature concerning date columns. Within this feature, you can apply the aforementioned condition by choosing the relevant options.

In our scenario, to pinpoint items expiring within the next 45 days, we'll select the "Less than or equal" condition.

Lastly, you can oversee and manage these scheduled reports in the subsequent tab.

We're excited to announce an update to the Purchase Order Module. As part of this update, we've made changes to the columns within the module:

Purchase Request Column Removed: The Purchase Request column has been replaced with two new columns: Transaction Type and Transaction Ref.

Note: While there have been changes to the columns, we want to assure you that the functionality and user experience remain consistent. We're committed to providing an excellent experience for our users.

Thank you for choosing our ERP product. If you have any questions or feedback, please don't hesitate to reach out to our support team.

We have implemented the chip type for the 'updated by' column in the ReportGrid, allowing you to quickly see who made the updates. To view the updated reports, please check the CRM Deals, CRM Contacts, and Employees Reports.

We've enhanced the "Income Statement" report by adding two filters:

1. Level : It will present data up to the selected level, facilitating easy reporting, especially when dealing with numerous sub-ledgers.
2. Comparison Period : Provides absolute change and percentage change for the selected period (period/year).

Period : It compares data for the selected date range.
Year : It compares with the previous year for the selected date range.
Revenue percentage - It calculates the percentage contribution of each ledger account to the total revenue. This analysis helps in understanding the proportional impact of different expenses or categories on the overall revenue of the company.

1. Emphasized button colors for key actions such as View Transaction, Create New, Create Item, and Add Item.
2. Elevated the height and font size of columns in the Report Grid for improved visibility.
3. Implemented a default font-family update for Apple users (-apple-system) and Others(SegoeUI or Open sans).
4. Highlighted the scrollbar color across all reports for better visual distinction.
5. Modified the View button in the Form Builder's Views tab to now read as Explore.

Introducing a Seamless User Approval Experience!

Our latest release enables you to effortlessly receive approval messages with attachments in both email and WhatsApp.

Sample Email

Sample Whatsapp message

Inactive ledger name will now show INACTIVE along with the ledger names.

The double-click issue in the confirm modal has been resolved.

Seamlessly connect with our approval messages through the user's WhatsApp.

Receive approval requests with a Transaction URL, similar to Approval Emails, directly on the user's WhatsApp.

Sample WhatsApp Message

For Whatsapp Number Update

It is imperative that users update their WhatsApp numbers in their profiles to continue receiving WhatsApp messages seamlessly.

Automatically closes the form after adding a new entry.

In this update, we've revamped the UI layout for all types of system emails. Additionally, approval emails now feature a convenient 'Approve Now' button, providing easy access to the actual transaction for approval.

Sample Emails

UI improvement in reports to make it more readable.

We're excited to announce the release of Stock Movement for Assembly Items as well, a new feature that makes it easier and more efficient to manage stock for assembly items.

The bug related to the Expand/Collapse functionality was fixed when the report is sorted or filtered.

This feature provides the convenience of scheduling reports to be sent directly to user WhatsApp account.

Additionally, with this functionality, you can effortlessly receive report data in PDF format according to your specified schedule. It also prompts a message if the report data is not available as per the schedule.

Reference Whatsapp Message

Reports - Update Email Id

Option to update the Email-Id while sending documents to customers, suppliers and. If the Email-Id is not updated in their respective profiles, it will be prompted for the update.

Share PDF, CSV and Excel files to Email

Option to share report PDF, CSV and Excel documents with customers and suppliers via Email.