New Features

• Tally Integration (beta)
  Tally has long been a popular choice among accountants due to its robust features and ease of use. Additionally, Billees is proud to offer seamless integration with a wide range of accounting software options, providing users with the flexibility they need to manage their finances effectively.

  
  
  
  Supported Masters:
  1. Product/Item master(s) along with UOM, HSN, GST Rates
  2. Supplier Masters
  3. Customer Masters
  
  Transactions:
  We are thrilled to announce that Billees now sends complete invoice data, including line items, to Tally. This feature enables Tally to efficiently compute GST reports and HSN summaries, making it easier for businesses to manage their finances effectively. We are confident that this enhancement will provide our users with an even more seamless experience and help them stay compliant with tax regulations.
  

  Compatable with: Tally ERP and Tally Prime.

• Excel import: Customer / Supplier master data
  With Billees' new Excel import feature, you can save valuable time by seamlessly importing customer and supplier data. This easy-to-use feature allows you to transfer data from Excel to Billees quickly and efficiently, ensuring that your records are up-to-date and accurate.

• Generic Price level:
  Defining price levels using a combination of product, sub-group, main group, and brand is a useful approach for simplifying pricing strategy. To get started, first define each of these categories within your product catalog or inventory. Products are the individual items you sell, while sub-groups are smaller categories within a product group, such as different types of clothing within the larger category of apparel. Main groups are larger categories that encompass several sub-groups, such as apparel, accessories, and footwear. Finally, brands are the specific manufacturers or designers of your products.
  

  
  
  
  Once you have defined these categories, you can use them to analyze pricing data and identify patterns or trends. For example, you may find that certain brands consistently command higher prices than others within a particular sub-group. This information can inform your pricing strategy by helping you determine which products or brands to promote, discount, or price competitively. It can also help you identify areas where you may be able to increase margins by adjusting pricing within certain categories or sub-groups.

• Smart pricing table:
  This release comes with a Smart Price feature that automatically generates a price table for your products based on markup or margin calculations. With Smart Price, you can easily determine your selling price without the need for a calculator, whether you want to mark up your cost or set a margin on your MRP. This time-saving tool enables you to make informed pricing decisions and stay competitive in your market.
  

  
  
  
  How to: To use the smart price table feature, start by selecting a product and adding it to the line item grid in either the sale or purchase screen. Then, press the Alt+M key combination on your keyboard to populate the smart price table.

• Print Profile Selection:
  With the latest update, you have the option to select a print profile template before printing your invoice, making it easier to create a beautifully designed invoice. Additionally, you can now set a default printer for each print profile, streamlining the printing process.
  

  
  
  
  How to: To activate this feature, navigate to the Print Profile Settings menu, choose the default print profile, and edit the template header. From there, enable the "Ask for Print Profile Selection" option.

• Outstanding dues - notification:
  The latest release includes a feature that notifies you of any outstanding dues from customers or suppliers directly on your screen. Simply click on the notification button to access a list of all the invoices or bills that are due
  

  

New Reports & Enhancements

• We are excited to announce the introduction of new reports in this release. These reports offer valuable insights and data analysis, providing you with a more comprehensive understanding of your business operations.
  
  1) Sales Book : This Report provides a summary of daily sales during a selected period. This report includes a breakdown of sales by day, including the GST breakdown and a summary of payments by tender type.
  
  2) Item expiry analysis: The item expiry analysis report displays a list of items that are approaching their expiration date. This helps you to stay on top of inventory management and prevent any potential losses due to expired items.
  
  3) Stock transfer between warehouse to warehouse: This report displays all details of stock transfers that occurred during a selected period between different warehouses.

• Report design customization:
  
  1) With the Report Template Design feature, you can apply a default data filter to your report template and save it. This means that the next time you run the report, the data filter will be applied automatically, saving you time and effort.
  
  2) When designing report templates, you can choose to enable the "Show group totals in group row" option to display group summaries directly under their corresponding columns within the group row.

Other Enhancements & Fixes

• True cost of the item:
  When you receive new inventory and print barcode labels for the transaction, the system captures the true cost of the item and embeds it into the barcode. This helps to ensure accurate profit calculations when you sell the item in the future.
  -- Enhancement
• Item history:
  To view the transaction history of the selected item in either the purchase or sales screen, you can press Alt+H on your keyboard. This will display the respective transaction history of the last 10 transactions for the item.
  -- Enhancement
• Bulk-update column value:
  To update a column value for multiple items at once in the sales/purchase item grid, you can press Alt+R on your keyboard to apply the change to all other visible line items.
  
  Example: To apply a discount of 5% to all items, enter '5%' in the discount column of one item, then keep the focus on the discount column and press Alt+R. This will apply the same discount value to all other visible line items.
  -- Enhancement
• Bill of supply:
  A keyboard shortcut, Ctrl+F3, is available to access the bill of supply screen
  -- Enhancement
• Shift and Cash drawer Management:
  This release includes cash drawer and shift management features, as well as a shift closing report.
  -- Enhancement
• Stock query screen:
  The Alt+Q keyboard shortcut allows users to access the stock query screen quickly and easily from the Product Master, Product search and Bulk Update screens.
  -- Enhancement
• GSTR-3B:
  The GSTR-3B report now includes transaction values related to reverse charge.
  -- Enhancement
• HSN-Code:
  In both sales and purchase screens, you have the ability to manually override the default HSN-Code and GST Rate. This feature has been included in the current release.
  -- Enhancement
• Barcode label:
  We are excited to announce a new optional configuration that enables the embedding of HSN codes and GST rates of inward entries into barcode labels. By enabling this feature, the HSN code and GST rate in the barcode table will be used instead of the default master HSN code during invoicing, providing you with greater flexibility and accuracy in managing your inventory and invoicing processes. This update is designed to streamline your operations and help ensure that your invoicing processes are up-to-date with the latest regulatory requirements.
  -- Enhancement
• Product Master:
  The previous versions of the software allowed users to map tax slabs only to the Sales Tax section. However, with the latest release, users now have the ability to map tax slabs (apparel & footwear) to both the Sales and Purchase tax mapping sections.
  -- Enhancement
• Price level:
  When the rounding rule is not defined, the system calculates the discount and records it in the discount column. However, if the rounding rule is defined, the discount is adjusted within the sale price itself instead of being recorded separately in the discount column.
  -- Enhancement
• Security:
  user access control implemented for stock query screen.
  -- Enhancement
• Cheque Deposits:
  Although we already have the great feature of bulk cheque deposits, we currently lack the ability to view transaction details for these deposits. However, with this new release, we are now able to provide this functionality, allowing for a more comprehensive view of all deposited transactions.
  -- Enhancement
• Receipt/Payment:
  In previous releases, the option to delete a Receipt or Payment transaction was only available in the Payment summary screen. To enhance the user experience, we have added a delete transaction action button in the receipt or payment document view screen itself.
  -- Enhancement
• Security:
  In previous releases, users were able to control access by allowing or disallowing changes to item rates or discounts. However, in our latest release, we have added a user approval feature that allows users with permission to instantly change item rates or discounts without leaving the transaction screen.
  
  How to: To make changes to the discount or price column, place your cursor in the desired column and press the Ctrl+Insert key combination on your keyboard. This will prompt you to enter password for instant approval.
  -- Enhancement
• Receipt/Payment:
  Emailing receipts/payments as PDFs used to work, but it has recently stopped functioning correctly.
  -- Bug fix
• Cash Ledger:
  Transactions made with payment processor tender types are not being included in the cash ledger report
  -- Bug fix
• Smart re-order:
  The issue with the Average Sale Quantity showing incorrectly has been resolved.
  -- Bug fix
• Outstanding Receipts / Payments
  The issue with the F12 keyboard shortcut not working to save and print payment documents in the Payment Tender screen has been resolved
  -- Bug fix
• Oustanding Receipts/Payments:
  In previous versions, users experienced usability issues with screen refresh after generating a payment voucher. We've resolved this issue in the current release.
  -- Bug fix
• Security:
  Previously, there were certain cases where the system allowed users to delete documents without proper permission. However, we have since resolved this issue to ensure that only users with appropriate permissions can delete documents.
  -- Bug fix
• Sales-Staff:
  In previous versions, the system allowed suspended staff members to access certain areas, but we have resolved this issue in the current release.
  -- Bug fix
• Delivery Note
  In previous versions, when a delivery note was converted to a sales invoice and later cancelled for any reason, the linked delivery note was not available for edit or delete as expected. However, this issue has been fixed in the current release.
  -- Bug fix
• Receipt Note
  In previous versions, when a receipt note was converted to a purchase bill and later cancelled for any reason, the linked receipt note was not available for edit or delete as expected. However, this issue has been fixed in the current release.
  -- Bug fix
• Product Sub-Group Master
  In the previous version, the Sub-Group master had an issue where it allowed the creation of duplicate records with the same name. However, this issue has been fixed in the current update.
  -- Bug fix

New Features

• WhatsApp Integration
  Share Quotation/Oder/Invoice/Cr.Note through WhatsApp for Free.
  

  Prerequisites: install WhatsApp Desktop APP to enjoy this add-on feature.

  

• Variant item inward entry made easy.
  Allows you to set incremental and decremental value to a size range based on a mid size as base purchase price.

  

• Quotation to Invoice
  Convert customer approved quotation to invoice with a click to avoid data entry mistakes and save time as well.

• Inventory : Markup%
  To protect your margins, set markup% in product master to calculate Sell price automatically. When you ring an item in purchase entry screen, system calculates Sell price from your purchase price + other expenses + markup +taxes. So, you need not to worry when your purchase price fluctuates.

• Dynamic pricing during Sell.
  Set the Inventory rule in Product master to ask sell price every time you ring an item to sell.

• Standard reorder
  Billees already has smart reorder module. Now it also supports generating purchase orders based on standard reorder point and reorder quantity.

• B2C: Sales return entry made easy
  Now, you can add sell/replacement/return items in the same sales invoice itself with (-qty). If the invoice value turns negative, system allowes you to generate an Credit note / refund without leaving the current screen.

• Adding Accounting Ledgers are made easy
  Add new accounting ledgers right from ledger search page of Journal/Expense/receipt voucher entry screen.

• Add notes to Receipt/Payment transactions
  Add notes, comments to receipt / payment transaction entries and see those notes in respective ledger reports.

• Config: MRP as Sell price
  Business Vertical like Readymade Garments uses a single price column (MRP). Sell price column will be hidden when this config is enabled.

Enhancements & Fixes

• Barcode Label:
  A new data field has been provided to print item cost encoded with alphabets.
  -- Enhancement
• Smart reorder:
  Group,Sub-group data fields has been provided for better productivity.
  -- Enhancement
• Tender Screen:
  Shows only applicable tender types to respective transaction to avoid mistakes.
  -- Enhancement
• Manual Barcode search simplified:
  When a barcode is not readable through scanner, user can righ the item by entering the last 4 digits of barcode value prefixed with % (Ex: %1004)
  -- Enhancement
• Product Master Bulk-update:
  Markup % data field has been provided for mass updates.
  -- Enhancement
• PriceLevel screen:
  For quick updates, (Alt+R) short key has been provided to replace all cell values of a column.
  -- Enhancement
• Print Receipts/Payments:
  Now, you can print receipts/payments right from tender screen.
  -- Enhancement
• Print Profile: Quotation
  Customize the quotation print design layout the way you want.
  -- Enhancement
• Expenses Screen:
  Control center feature not working.
  -- Bug fixed
• Opening Stock:
  Always asking to enter Sale price even though MRP is entered.
  -- Bug fixed
• Barcode Label Printing Screen:
  Margin% column showing wrong data.
  -- Bug fixed
• Email-payment receipt:
  This was not working as expected
  -- Bug fixed

New Features

• Quick Payments
  A new Pay/Receipt button is added to make payments directly from the transaction details view screen.

  

• Reports
  Introducing two new reports to analyze inventory data.
  1. FSN analysis (fast, slow, non moving inventory)
  2. Aging analysis (inventory aging breakup).

• Financial debit/credit note
  Now, you can create financial credit/debit notes, which will not have any impact on your GST returns. Open Sales return / Purchase return screen, select respective contact. Now, click on Add other charges button (bottom left corner) and select respective ledgers, set price/amount and finally save the transaction.

• Online Orders
  With this release, online orders support batch,expiry and serial inventory types.
  The system picks batch numbers automatically while converting the Sale Order to an invoice.

• Variant | Matrix
  While entering the purhcase transaction, you can set the purchase price and apply the markup rate to calculate SP/MRP at once to minimize data entry time.

  

• Service Items
  You can record the description for each service line item while invoicing (short key: Shift + Ins).

• Customer / Supplier Outstanding
  Pending debit/credit note(s) are also listed along with current overdue(s) in the overdue results tab.

• Credit note refund
  A new refund button is added to issue a refund right from the transaction view screen.

• Customer advance refund
  A new refund button is added to issue a refund right from the transaction details screen (similar to quick payment as mentioned above).

• Print Profiles
  Introducing! separate print profile templates for Bill of supply, PO and payment receipts. You can also customize the print design according to your requirements.
  

  

• Drilldown
  You can drill down to transaction details view page from (reports and wherever applicable) for editing, printing, and export. With this release, all accounts-related transactions are supported.

Enhancements & Fixes

• Customer / Supplier Statement:
  A couple of format changes have been done for a better user experience.
  -- Enhancement
• Customer / Supplier Master List:
  GSTN, Registration type column(s) added.
  -- Enhancement
• Barcode Label Print for Serialized items:
  A quantity field is added to select and print serial numbers in bulk.
  -- Enhancement
• Stock Query:
  Matrix/Variant: if Variant Parent Product is selected, system shows stock query results of all it's child combinations.
  -- Enhancement
• Payments History:
  Trade/Cash discount, bad-debt tender values are not showing in this report
  -- Bug Fixed
• Customer / Supplier Statement:
  Trade/Cash discount, bad-debit tender values are not showing in this report
  -- Bug Fixed
• Money Transfer:
  If the money is transferred from Cash to Petty cash or vice versa, the report shows it as net backing, which is confusing.
  Note: this fix works for future transaction(s). Past transactions still shows as it was.
  -- Bug Fixed
• Receipts / Payments:
  Rounding problem when a debit/credit note is adjusted.
  -- Bug Fixed

New Features

• Stock query
  Scan barcode / Search a product for complete product transaction details along with current stock status and also allows to drill down till respective transaction details. (Supports all inventory product types -- Standard, Variant, Serialized, Batch-Expiry, Best Before etc.,)

• Serialized Inventory Tracking
  This release brings you 100% Serialized unit inventory count and history tracking of each serial number.

• Matrix / Variants
  Now, you can delete unwanted variant combinations.
  Example: In: Color : Red, Size XXL.

• Barcode Label Printing
  a) Select any inward transaction and print Barcode labels.
  b) Printing Barcode labels right from the production entry.

• Price Level | Price List
  You get great flexibility in applying price levels, Simply choose a price list just before invoicing to customer.

• Purge data
  Delete unwanted transactional data permaninently from database.

• Weighing Scale integration
  Enable weight scale option works with all inventory product types.

• List Price and QOH.
  Display price and QOH option added to Sales settings.
  When enabled, system pops price list along with available quantity while adding a product to cart.

• Notifications
  While invoicing to customer, system notifies if you have
  a) Prepayment balance from customer.
  b) Pending credit notes available for adjustment.

• Clone a Product
  Quickly create a new product from a similar product.
  how to: In the product search page, hit Alt + C to clone the focused record.

Enhancements & Fixes

• Invoice : Cart list is not scrolling properly and cursor is not visible when the cart list is long. Noticed when batch / best before inventory products are added to cart.
  -- Fixed
• Usability issues in Image mapping screen for variant items. -- Fixed.
• Barcode Label Printing : Printing wrong price while barcode labels are printed from Purchase transaction.
  -- Fixed.
• Barcode Label Design: Product Shelf Life in days and Product description data attributes added.
  -- Enhancement
• System not showing MRP list to user for rate selection, when a product contains multiple MRPs.
  -- Fixed.
• Average cost calculating wrongly in a specific case.
  -- Fixed.
• Service Item HSN Codes are not capturing in transactions.
  -- Fixed.
• Customer | Supplier Statements : These statements are now formated for better usability. It also allows you to drill down to transaction details.
  -- Enhancement
• Expense Entry : Supplier selection is now optional.
  -- Enhancement