🚀 Releases

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.

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

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

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.

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.

Reports - Update WhatsApp Number

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

Share PDF and Excel files to Whatsapp

Option to share report PDF and Excel documents with customers and suppliers via WhatsApp.

Reports - Expand/Collapse all

We have incorporated an "Expand All" and "Collapse All" functionality into both report screens, namely the Static/Filterable report and the Tree grid report.

Static Grid:

Tree Grid:

Previously when scheduled reports had no data to send, they would not send any email to you.

With this update, you will now receive a notification email when scheduled reports have "No Data" informing the same.

1. Bulk Paste from CSV: This feature allows users to load multiple items into the system from a CSV file, streamlining the process of adding inventory items.

2. Quick Add Items: Users can quickly add items to the system, simplifying the inventory management process.

• In Transit Mode:
  When goods are transferred from one location to another, the system employs an "In Transit Mode" to facilitate seamless stock movement. Here's how it works:

• Stock Movement Record at Receiving Location: The system automatically opens a Stock Movement record at the receiving location, eliminating the need for manual record creation.

• Quick Add Items: Upon entering In Transit Mode, the cursor is positioned in the "Quick Add Items" field, ready for item scanning.

• Automatic Quantity Updates: As items are scanned, the system intelligently updates the "Received Quantity" field. If the same item is scanned multiple times, it automatically accumulates the count in the "Received Quantity" column. For instance, if the same item is scanned 10 times, the system will accurately reflect a quantity of 10 in the "Received Quantity" column.

• Item Validation: The system enforces a strict validation process, ensuring that only items in the In Transit category can be added during this mode. This prevents any erroneous entries and helps maintain data accuracy.

• This streamlined process not only enhances the efficiency of inventory management but also ensures data integrity by preventing the addition of items that are not in transit.

Bulk Paste

Quick Add

We are excited to announce a powerful new feature in your ERP system: the ability to apply advances (Credit/Debit Notes) directly from

• Invoice
• Purchase Invoice
• Record Receivables
• Bills Payables

With this enhancement, applying advances (Credit/Debit Notes) has never been more straightforward. When you apply an advance (Credit/Debit Notes), the system automatically generates a Payment entry, ensuring a streamlined and error-free process. This feature simplifies the way you manage your finances, saving you time and reducing the risk of manual errors.

Embrace this new feature and experience a more efficient and intuitive way to handle advances within your ERP. Thank you for choosing our ERP system, and we look forward to continually enhancing your experience.

We've made some enhancements to the report:

• We've introduced a Bulk Edit function, allowing you to update the same value across multiple selected records simultaneously.

• We've added a feature to distinguish between editable and non-editable cells.

Improved Bulk Select.

• You can now add items by clicking the + icon.

  

• Items can also be added by double-clicking on them.

  

These improvements apply to all screens that have a Bulk Select.

🚀 Introducing Hala Ai - The Future of ERP: Your Personal AI Assistant! 🚀

We are thrilled to unveil our latest innovation – Hala Ai - An AI assistant powered by state-of-the-art natural language processing, poised to revolutionise the way you interact with your ERP system. Say goodbye to cumbersome GUI interfaces, and say hello to a seamless and intuitive language-based interaction!

🌟 What you can do with with Hala Ai 🌟

• Develop strategy or ideas
• Explain or learn any topic
• Generate Articles/Documents/Contacts
• Draft professional emails/letters on any topic
• Copy paste and summarise content
• Translate content
• And much more!

🌈 Embrace the Future of ERP 🌈

Our natural language-based AI assistant is just the beginning of a groundbreaking transformation in ERP interaction. We envision a future where we “Go Formless” and language-based interfaces surpass GUI-based systems, offering unprecedented ease of use and unleashing the full potential of your ERP system.

💡 Join the Movement 💡

Be at the forefront of this transformative shift in ERP technology. Embrace the power of language-based interaction and elevate your productivity to new heights. Stay tuned for future updates of our AI assistant, and witness the dawn of a new era in ERP software.

Are you ready to shape the future of your business? Let's embark on this journey together!

Update WhatsApp Number

Option to update the WhatsApp number while sending documents to customers, suppliers, and users. If the number is not updated in their respective profiles.

Improve ERP Loading times on slower connections by optimizing/enabling gzip in nginx configurations.

We are thrilled to announce the latest updates to our ERP system, designed to enhance your user experience and improve productivity. These new features are now available to all our valued customers:

ACTION CENTER
We have introduced the Action Center, a powerful tool that simplifies your workflow. To access it quickly, simply use the keyboard shortcut CTRL+K or ⌘+K (Mac). With the Action Center, you can perform the following tasks:

1) Opening Any Forms and Reports
Say goodbye to navigating through menus! Now you can search for any forms and reports directly from the Action Center.

2) Global Data Search:
Finding transactions has never been easier. Utilize the reference search to quickly locate Customer, Vendor, Item, or any other transactions.

3) Approvals:
We understand the importance of streamlined approval processes. The Action Center now provides easy access to all pending approvals assigned to you. Take advantage of our new Power Actions feature, allowing you to perform three key actions on specific records:

• Approve: Approve the selected record with a single click.
• Reject: Reject the selected record if needed.
• View: Get a quick overview of the selected record.

To view the available Power Actions for an entry, simply select it and press Shift+Enter to access the Power Actions menu.

4) Help Desk:
In case you encounter any issues or need assistance while conducting your transactions, our new Help Desk is at your service. Powered by advanced Artificial Intelligence, our Help Desk provides prompt and reliable support whenever you need it.

We hope these new features empower you to work more efficiently and effectively within our ERP system. Thank you for being a valued customer, and we look forward to continuing to enhance your user experience in the future.

Move session management to NoSQL Database for better performance. Migration tenants to new server with updated server version.

Improve Database Connection Handling (INTERNAL)

Move All Customers to New Faster Server

Release Web Version of Point Of Sales to be accessible from https://pos.halerp.com