New Features

• Price Levels with Quantity Ranges:
  
  We are excited to unveil another highly anticipated feature: Price Levels with Quantity Ranges. This update allows you to define specific pricing based on quantity ranges. For example, you can set a flat price of ₹699 for quantities from 1 to 3 units, and apply a 35% discount for purchases of 4 to 10 units. You can create a detailed price range table for each product to better manage pricing strategies.
  
  

  
  
  
  Additionally, this functionality is available for both Simple Price Levels and Generic Price Levels types. You can also configure up to four distinct price groups simultaneously, such as Retail Price, Wholesale Price, Festive Price, and more. During sales transactions, you can easily select the appropriate price group, streamlining pricing management and enhancing productivity.
  
  
• Production - BOM (Bill of Materials):
  
  We are thrilled to introduce the Bill of Materials (BOM) feature in the V2002 release. This powerful new addition enables you to streamline your production processes with enhanced flexibility and accuracy. Here’s a comprehensive overview of how BOM can benefit your operations:
  
  

  Key Features

  • Create Multiple Production Templates:

    Design and manage multiple production templates tailored to your specific product requirements. This feature allows you to define various BOMs for different product variants or configurations.

  • Account for by-products that emerge during the production process. The BOM feature allows you to include these by-products in your production planning, ensuring a more accurate representation of your manufacturing outputs.

  • Include Additional Expenses:

    Incorporate additional expenses directly into the BOM, such as labor costs, overheads, or other production-related costs. This ensures that you have a comprehensive view of the total cost involved in producing finished goods.

Enhancements

• Bulk-Update:

  The latest update introduces significant improvements to bulk updating. You can now change the Product Type—such as from Standard to Best Before or any other type (excluding Variant). Additionally, you can update the Inventory Tracking Rule for products that have not yet been transacted. These enhancements streamline product management and offer greater flexibility in maintaining accurate inventory records.
  
  Keyboard: Alt+Shift+T

• Opening Stock Import Excel Template:

  Opening Stock Import Excel Template now supports the import of unique barcodes during migration from other software. This enhancement allows you to seamlessly integrate existing printed barcodes, saving both time and money while ensuring continuity and accuracy in your inventory management.

• Barcode Print:

  A new option has been added to the Barcode Print feature, allowing you to choose between printing the cost, or cost plus tax, for encrypted cost values. This flexibility ensures that your barcode labels can accurately reflect the pricing information you need.

• Opening Stock:

  You can now view and edit opening stock transactions. This feature provides greater control and flexibility in managing your initial inventory entries, allowing you to make necessary adjustments with ease.

• Mark-Up/Mark-Down:

  In addition to the existing markup functionality (in purchase screen) for calculating the sell price from cost, you can now use mark-down to adjust the sale price from the MRP. Simply input the markdown percentage as a negative value (e.g., -8%) to calculate the sale price with an 8% reduction from the MRP. This enhancement provides greater flexibility in pricing strategies.

• Cost Price Edit:

  Billees Inventory utilizes a running weighted average cost (WACP) to calculate the cost price for both existing and newly added quantities. You now have the ability to manually adjust this system-calculated WACP directly from the stock query screen, allowing for greater accuracy and flexibility in managing your inventory costs.

• Item Search Screen:

  You can now add multiple EAN/barcodes to a standard item by using the Alt+B shortcut key. This enhancement simplifies the process of associating multiple barcodes with a single item.

Bug Fixes:

• The issue where expense transaction values were appearing as negative figures in the Accounts Payable screen has been resolved. Values should now display correctly, reflecting accurate transaction amounts.

• Resolved an issue in the Serial Number Inventory on the Sales screen where an error occurred when manually selecting a serial number in specific use cases. The system now processes manual serial number selections accurately.

• Fixed an issue with the Inventory Tracking Rule where, if Purchase Bill-wise Inventory Tracking was enabled for an item purchased with no tax rate, the inventory was not updating correctly when the item's barcode was scanned at the sales screen. The system now ensures accurate inventory updates in these cases.

• Resolved an issue on the purchase screen for Best Before inventory, where the expiry date was not automatically recalculated when updating the "Best Before" days and pressing the Enter key. The system now correctly updates the expiry date to reflect changes in the "Best Before" days.

New Features

• Transaction layout customization:
  Introducing a highly-requested feature in Billees V2001 - the ability to customize transaction layouts according to your preferences. Now, you have the flexibility to rearrange columns by moving them left or right, and even hide unwanted columns within the layout.
  
  
  
  Tailored layout settings:
  These layout adjustments are specific to each transaction type, be it sales, sales orders, purchases, and more. You can fine-tune the layout to suit your workflow for each transaction type individually.
  
  Local Storage:
  

  It's important to note that these layout settings are stored locally on your device. This means that any adjustments made will only apply to the device where they are saved. Each user can personalize their layout settings according to their needs, ensuring a customized experience tailored to their workflow.

  Saving Layout Settings:
  1. Keep the cursor within the item grid area. Press Ctrl + L on your keyboard.
  2. Once the shortcut is activated, you'll notice a "Layout" button appear at the top right corner of the screen.
  3. Click on the "Layout" button to access layout options.
  Save or Restore:
  1. From the layout options menu, you can choose to save your personalized settings or restore them to the system default layout.

• Local Language Product Description (invoice print):
  If your local community prefers content in the native language, this feature is perfect for you. Easily print product descriptions in the local language to cater to the preferences of your community.

  
  
  
  
  

  Installing Indian Language Pack (Windows 10 and Windows 11):

  1. Open Settings:
  2. Go to Time & Language:
  3. Select Language:
  4. Add a Language:
  5. Choose Indian Language:
  6. Install Language Pack:

  Setting Up Phonetic Keyboard:

  1. Open Settings:
  2. Go to Time & Language:
  3. Select Language:
  4. Click on Installed Indian Language:
  5. Add Keyboard:
  6. Choose Phonetic Keyboard:
  7. Switch Keyboard:

  How to Enter Product Description in Local Language:

  1. Add/Edit Product Master Record:
     Start by adding a new product or editing an existing one in the system.
  2. Locate the "Regional Language" Attribute:
     Look for a new attribute called "Regional Language" in the product record.
  3. Type in Phonetic Way:
     Begin typing the product description using phonetic spelling. For example, if you're typing in Hindi, type the words as they sound in Hindi.
  4. Automatic Conversion:
     As you type, the system will automatically convert your phonetic inputs into the language you've chosen in the system settings.

  Note: This feature may need to be activated by your software implementation team. Contact them for assistance in enabling this feature.

  In Print Design Page: Utilize the "ProductName_Local_lang" attribute to print the product description in the chosen local language.

  Export to PDF/Excel: Please note that this feature is available only for printing. When exporting to PDF/Excel, the text will appear in English.

• Serialized Items - Auto Serial Number Generation:
  If you want to assign a unique code to each quantity received and track these codes throughout the inventory lifecycle, then this feature is for you.
  
  

  How to Generate Auto Serial Numbers:

  In the Purchase Bill:

  1. Select the serialized item.
  2. The system will display a Serialized Item Entry screen as usual.

  Here's the enhancement:

  • In the Serialized window, focus on the quantity column.
  • Enter the quantity you have received.
  • Type '*' at the end of the quantity. (Example: 5* to generate 5 serial numbers)
  • Press Enter.

  The system will automatically generate serial numbers for the given quantity.

• Purchase Invoice Wise Inventory Tracking:
  

  In this version, we're introducing an important feature in the Inventory Tracking rule of the Product Master: Purchase Invoice Wise Inventory Tracking. With this feature enabled for selected products, you gain granular control over your inventory, allowing you to track:

  • Inventory Receipts: Keep track of when inventory is received, ensuring accurate stock management.
  • Seller Identification: Easily identify the seller for each inventory item, facilitating efficient supplier management.
  • Inventory Age: Gain insights into the age of your inventory, enabling better decision-making regarding stock rotation and liquidation.

  This enhancement empowers businesses to optimize their inventory management processes, leading to increased efficiency and reduced costs.

• Credit/Debit Note Adjustments/Settlement:
  

  With this feature, you can now adjust pending dues directly while saving a credit or debit note transaction. When saving the transaction, you'll notice a new payment type called "Accounts Receivable (Adjust)" for credit notes and "Accounts Payable (Adjust)" for debit notes. Simply select this payment type to view all pending dues. Enter the amount you want to adjust and save the transaction.

  The details of these adjustments will also be displayed under the customer or supplier statement as allocations, providing better clarity and understanding.

  This enhancement simplifies the process of managing your credit and debit notes, ensuring smoother transactions and improved clarity on customer/supplier statements.

Enhancements

• Product master:

  we've added two new features to enhance your experience:

  1. Exclude from Loyalty Program:

  Now, you can choose to exclude specific items from being considered in loyalty program calculations. By selecting this option for certain items, they won't contribute to loyalty points accumulation.

  2. Barcode Labels per Quantity:

  If you find yourself needing multiple barcode labels for each quantity of an item, this feature is for you. You can now specify the number of barcode labels to print per quantity. This makes it easier to generate multiple labels for each item whenever you print barcode labels.

• Stock Query Screen:

  If you want to search for a variant item by its design or article code, the following search command will come in handy:

  In the Variant Product Master, if you define design codes under attribute 2 or 3, then you can instruct the system to search for the article using the following format:

  For example, if you want to search for an article code 'ZE4541' which is attribute 2 in your product master, then type '2/ZW4541' and press enter. The system will fetch all products having the design code entered, along with all other sizes and colors.

• Sales Screen:

  There's a change in how the F11 function key operates:

  Previously, pressing F11 was used to save transactions as On-account or Credit, but only when the "Allow the customer to buy on credit" option was enabled in the customer master settings.

  Now, in this release, if the credit facility is disabled in the customer master or for a walk-in customer, pressing F11 serves a dual purpose: F11 now functions to Receive Cash and Print the invoice immediately to the printer. This streamlined approach saves time during the sales process.

Bug Fixes:

• On-account Payment Entry:

  We've resolved an issue with the On-account Payment Entry:

  Previously, if you deleted an existing entry, the respective transaction details weren't completely flushed as expected. This could lead to inconsistencies or incomplete data in the transaction records.

  With this fix, deleting an entry will now properly flush all corresponding transaction details, ensuring accurate and complete data management in the system.

• Standard Reorder

  Previously, the system triggered a reorder when the quantity of an item reached the reorder point, and it placed the exact quantity specified under Reorder Quantity.

  Now, with this enhancement, the system will also take into account the stock on hand quantity when computing the reorder quantity. This ensures more accurate and efficient inventory management, allowing for better control over replenishing stock levels.

• Banking Master

  1. Previously, when changing a Bank account type from OD (Overdraft) to Current account, the system displayed incorrect ledger balances. This discrepancy in balances could lead to inaccurate financial reporting and decision-making.

  In this release, we have addressed this issue to ensure that correct ledger balances are reflected when changing the bank account type. Now, users can rely on accurate financial data for informed decision-making.

  2. Previously, there was a discrepancy between the names of Bank accounts and their associated Tender types. This mismatch between Bank account names and Tender type names could lead to confusion and inaccuracies in financial transactions and reporting.

  In this release, we have fixed this issue to ensure that Bank account names and Tender type names are in sync. Now, users can easily identify and manage bank transactions with accurate and consistent naming conventions.

  To resolve this issue, affected users need to edit the bank master and save it. This action will synchronize the Bank account names and Tender type names, ensuring accurate and consistent naming conventions for bank transactions.

New Features

• Customer Loyalty Program:
  We are thrilled to introduce the much-anticipated Customer Loyalty feature. This feature empowers you to create and manage a loyalty program that delights your customers, fostering stronger relationships and boosting customer satisfaction.
  
  

  
  
  
  Points Program Overview:
  Now, let's dive into the exciting details of the Points Program, designed to reward your customers for their loyalty in two innovative ways:
  
  Rewards Points:
  
  1. Fixed Points Based on Invoice Total Range:

     You can now set up a points system based on different ranges of invoice totals. This allows you to tailor your loyalty program to align with your business strategy and customer preferences.
     

     How it Works:
     1. Define specific invoice total ranges.
     2. Assign a fixed number of points for each range.
     Example:
     1. Invoice Total Range 1 (Rs. 100 - Rs. 500): 5 point
     2. Invoice Total Range 2 (Rs. 501 - Rs.1000 ): 15 points
     3. Invoice Total Range 3 (Rs. 1001 - Rs. 5000): 30 points
     4. Invoice Total Range 3 (Rs. 5001 - Rs. 50000): 50 points
  2. Incremental Points for Every Incremental Invoice Value:

     This feature allows you to reward customers with incremental points for every additional value they spend on invoices. It's a dynamic way to encourage higher spending and increase customer engagement.

     How it Works:
     1. Set a specific incremental value (X).
     2. Issue a defined number of points for every incremental invoice value of Rs. YYY.
     Example:
     1. Incremental Value (X): Rs. 1000
     2. Incremental Points Issued: 10 points for every Rs. 1000 spent
  Redemption Options:
  
  
  1. Fixed Discount Amount:

     Now, you can offer your customers a fixed discount amount in exchange for redeeming a specified number of loyalty points.

     How it Works:
     1. Set a redemption threshold (N points).
     2. Customers can redeem N points to get a fixed discount of X Rupees off their invoice total.
     Exmaple:
     1. Redemption Threshold (N): 100 points
     2. Fixed Discount Amount (X): Rs. 50 off on the invoice total
  2. Incremental Discount Amount:

     This innovative option allows customers to enjoy incremental discounts based on the number of points redeemed.

     How it Works:
     1. Specify a redemption interval (N points).
     2. Customers receive an incremental discount of X Rupees for every N points redeemed.
     Exmaple:
     1. Redemption Interval (N): 50 points
     2. Incremental Discount Amount (X): Rs. 5 for every 50 points redeemed
  3. Free Product Redemption:

     Take your loyalty program to the next level by offering free products in exchange for loyalty points.

     How it Works:
     1. Set a redemption threshold (N points).
     2. Customers can redeem N points to receive a designated free product.
     Exmaple:
     1. Redemption Threshold (N): 200 points
     2. Free Product: [Specify the free product]
  Known Gaps in Current Release:
  
  
  1. Print Points Earned/Redeemed Info on Invoice:

     In this version (V2000), we are aware of a gap where the points earned and redeemed information is not printed on the invoice. This enhancement is currently under development and will be available in the next release.

• Touch Screen Compatibility:
  

  We are thrilled to announce a highly anticipated feature in this release - Touch Compatibility for the Billees Business App! Now, users can enjoy a seamless experience on all masters screens, search pages, and transaction screens using touch-enabled devices, making it ideal for Windows 2-in-One tablets, particularly in counter sales scenarios.

  
  
  
  
  

  Navigate through master screens with the ease of touch, streamlining data entry and management. Whether you are updating customer information, managing product details, or configuring system settings, the touch interface enhances the overall user experience.

  Effortlessly search and filter data using touch gestures on search pages. The intuitive touch interface allows users to quickly find the information they need, improving efficiency in day-to-day operations.

  Make transactions smoother and faster with touch compatibility on all transaction screens. This enhancement is particularly beneficial for counter sales scenarios, where users can utilize Windows 2-in-One tablets for a more interactive and responsive experience.

• Quick Sale Items:
  

  We are thrilled to introduce the highly anticipated Quick Sale Items feature in this release, designed to streamline your sales process and provide flexibility in various scenarios. With Quick Sale Items, users can now sell items without the need to add them to the Item Masters. This is particularly useful for scenarios where immediate billing is required, even before completing master data entry.

  
  
  
  Two Ways to Use Quick Sale Items:
  
  
  1. Manual Item Description:
     How it Works:
     
     1. In the line item grid, enter 'Q' in the barcode column.
     2. Press enter, and the system will prompt you to enter a manual item description for the item you are selling.
  2. Auto Item Description:
     
     How it Works:
     
     1. In the line item grid, enter 'QQ' in the barcode column.
     2. Press enter, and the system will automatically generate an item description based on the serial number.
     
     Manual Price Entry:

     In both quick sale options, users need to manually enter the item price every time an item is added to the sale cart. This flexibility allows users to adapt pricing on-the-fly, making it ideal for scenarios where inventory count tracking is not required for certain items.

  Use Cases:
  
  
  1. Start Billing from Day One:
     

     Allows first-time users to start billing customers immediately while master data entry is in progress.

  2. Inventory Count Not Required:

     Ideal for scenarios where inventory count tracking is not required for certain items.

• Variant Items: Dynamic Variant Creation
  

  In this release, we are excited to introduce a significant enhancement to Variant Items, particularly tailored for fashion retail scenarios. The Dynamic Variant Creation feature simplifies and expedites the inward entry process, especially when dealing with ever-changing designs in the fashion industry.

  
  
  
  
  
  Quick Variant Addition:
  
  
  • How it Works:
    
    
    1. In the inward transaction line item grid, select the variant item (e.g., 'Shirt').
    2. The system dynamically displays all available design/style codes associated with the selected variant.
    3. Enter the design code from the inward document.
    4. If the design code doesn't exist, the system prompts an 'ADD' button in the top right corner.
  • Benefits:

    Time Savings: Drastically reduces the time spent on inward entry by eliminating the need to manually create item master records for each design code.

    Accuracy: Minimizes data entry mistakes as the system dynamically generates variant items based on the entered design code.

    Efficiency: Streamlines the overall inward entry process, especially in dynamic industries where designs change frequently.

• Accounting: On-Account Transactions
  

  We are thrilled to introduce a powerful and flexible feature in this release - On-Account Transactions. This feature addresses the need for handling advance payments and deposits, providing a seamless way to manage financial transactions with both customers and suppliers.

  
  
  
  
  
  
  Key Capabilities:
  
  
  • Use Cases:

    a) Advance payments to reserve a product.

    b) Deposits for future orders without detailed inventory information.

  Benefits:
  
  
  • Improved Cash Flow Management: Efficiently handle advance payments and deposits from both customers and suppliers.
  • Flexibility: Accommodate various scenarios, such as reserving products, making pre-payments, or handling deposits without detailed inventory information.
  • Seamless Adjustments: Easily adjust On-Account amounts against future sales orders or supplier invoices.
• e-Invoice and e-Way Bill Integration
  

  We are thrilled to announce the introduction of the highly anticipated e-Invoice and e-Way Bill Integration in Billees APP, enhancing your compliance with the latest regulations. With this release, users can seamlessly generate and manage e-invoices, facilitating a smooth transition to the new turnover limit set by the government.

  
  
  
  
  
  1. E-Invoice Bulk Upload Using JSON:
     • Regulatory Compliance: Comply with the revised turnover limit for e-invoicing set at Rs 5 crore.
     • Bulk Upload Process:
       • System displays all pending B2B sales invoices.
       • Users can choose invoices and generate a single JSON file.
       • Navigate to the e-invoice portal, import the JSON file generated from Billees.
  2. E-Way Bill Generation:
     • Seamless Integration:
       • Users have the option to generate e-way bills along with e-invoices.
       • Simplifies the process of complying with e-way bill requirements.
  3. Validation and Response Handling:
     • Efficient Workflow:
       • The e-invoice portal validates the JSON file for accuracy.
       • Generates a result/response Excel file containing IRN Numbers and e-way bill numbers (if applicable).
  4. Import IRN Data and Print E-Invoices:
     • Simplified Update Process:
       • Download the response Excel file from the e-invoice portal.
       • Open Billees ERP and click on 'Import IRN Data' to update the invoice data.
       • Print e-invoices with updated information.

• Automated E-Invoice Generation

  Billees is partnering with a leading IRP provider for one-click e-invoice generation! Coming in V2001. Streamline compliance, save time, and stay efficient. Upgrade, click, and generate instantly!

Enhancements

• Home screen:

  Revamped colors for Quick Links tiles, providing a visually appealing and intuitive navigation experience.

• Product Master data Import:

  The Inventory Tracking Rule attribute is now available as part of the product master data import process.

• Sales return | Credit Notes:

  Enhancing the flexibility of the Sales Return/Credit Note process. Now, users can selectively choose whether the credit note should include taxable values or not, allowing for more precise control over inventory and financial credit notes.

• Inward document Reference Numbers

  Introducing a sequential document number generation for all inventory inward documents, complementing the existing supplier document number.

Bug Fixes:

• General Ledger Report:

  In certain cases, the General Ledger Report displayed closing balances in reverse for Credit and Debits.

• Line item Description / Notes:

  Shortcut to write comments/notes is not working has been resolved.

• Delete Print Profile:

  The issue with the Print Profile delete button not working has been resolved.

• Ledger Balances:

  Resolved issue with incorrect ledger balances after changing a ledger parent group

• Tally Bridge:

  Addressed an issue where running the tool continuously to export data to Tally format could, in rare cases, result in duplicate data in the export file. This issue has been fixed.

• Smart Edition - Data Sync issue:

  Resolved the issue causing sync failure when suspending a customer or supplier master record.

Limitations | Deprecated | Known Issues :

• Serial Number Inventory - RN to Purchase and DN to Invoice conversions are temporarily limited due to usability issues. Our team is actively investigating, and a fix will be provided soon

New Features

• WhatsAPP integration:
  we are delighted to introduce a new feature that empowers you to send customer outstanding due reminders directly on WhatsApp at free of cost.

  
  
  
  Now, you can leverage the popularity and convenience of WhatsApp to communicate with your customers regarding their overdue balances. This feature streamlines the process of reminding customers about outstanding dues and facilitates faster and more responsive communication.
  
  We believe this addition will greatly improve your customer communication capabilities and expedite the collection process. Stay connected with your customers like never before and experience the benefits of seamless, instant messaging with this integrated WhatsApp feature.

• Report Customization Editor!:
  We are thrilled to announce a significant milestone in our journey – the introduction of the Report Customization Editor! With this powerful new feature, users can now customize their reports to their heart's content, making data analysis and presentation more versatile and tailored to individual needs.

  
  
  
  Here are some of the exciting capabilities of the Report Customization Editor:
  1. Create Unlimited Report Templates: Users can now go beyond the standard base report and design new report templates according to their specific requirements. Generate as many templates as you need to address different business scenarios and preferences.
  2. Grouping and Summaries: Customize your reports by grouping columns and adding group column summaries. This simplifies the analysis of data, making it easier to draw insights from your reports.
  3. Default Data Filters: With the ability to set default data filters for each template, you can ensure that the generated reports are automatically tailored to display the most relevant data every time.
  4. Smart Email Notes Composer: Sending reports via email has never been easier. Our smart email notes composer allows you to include personalized messages and insights along with the attached report, ensuring clear communication with your recipients.
  5. Easy Deletion of Templates: We understand that needs change over time. That's why we've made it hassle-free to delete unwanted report templates, keeping your workspace clutter-free and organized.

• Bulk-Discounting
  With this release, we are excited to introduce a new feature that allows users to update invoices in bulk using the Bulk Discount functionality. This feature streamlines the process of applying discounts to multiple invoices simultaneously.

  
  
  
  

  Now, when applying bulk discounts, our system automatically recalculates the subtotals, taxes, and overall invoice values for each invoice. This ensures accurate and efficient accounting across all affected invoices.

  To enhance reconciliation, the discounted values are automatically posted to a user-configured ledger. This feature enables seamless tracking and integration with your existing accounting processes, facilitating easy reconciliation of discounted invoices.

  We believe this enhancement will significantly improve your invoice management workflow, saving time and effort while ensuring precise and consistent financial records.

  In addition, we are pleased to announce that this Bulk Discount feature is being introduced as an add-on to our product. However, as a special promotion, we are offering this feature completely free of charge for the first year of its usage.

  This means that during the initial 12 months, you can take full advantage of the Bulk Discount functionality without incurring any additional costs. We want to provide our valued customers with the opportunity to experience the benefits of this feature at no extra expense.

  This limited-time offer allows you to maximize your savings and leverage the power of bulk invoice management without any financial commitment. After the first year, standard pricing will apply for continued access to this feature.

  We believe this promotional offer further demonstrates our commitment to delivering added value and ensuring a seamless and cost-effective experience for our users. Don't miss out on this opportunity to optimize your invoice management processes while enjoying significant cost savings.

  Keyboard short key: Ctrl+Alt+D

• Customer /Supplier Ledger View & Printing:
  We are excited to share some great news with all Billees users! Our platform already includes a comprehensive and detailed customer statement feature, allowing businesses to efficiently manage their customer transactions. However, based on valuable feedback from our users, we understand the need for a more simplified and shareable version of these statements.

  
  
  
  In response to your requests, we are delighted to announce that in this release, we have introduced a minimal and user-friendly customer ledger. This new feature allows you to generate customer ledgers in a simple and easy-to-understand format. You can now share these ledgers with your customers via print, export to Excel, and even directly e-mail them to respective customer email addresses.
  
  The customer ledger provides a concise summary of transactions, making it easier for your customers to review their account activities without any complexities. Whether you want to share payment details, outstanding balances, or a summary of invoices, the new customer ledger ensures that the information is presented clearly and professionally.

• Inward Transactions: Sale price adjustment / rounding:
  Introducing an enhanced pricing feature in this release that simplifies price adjustments in purchase entry for matrix items with a single keypress. Now, you can effortlessly round item prices to the nearest x49 or x99 value, optimizing your pricing strategy.
  

  
  
  
  With this new functionality, calculating and applying rounded prices becomes a breeze. For instance, a price of 1415 will automatically be rounded to 1449, while a value of 1478 will be rounded to 1499. This precision rounding ensures that your prices remain competitive while still reflecting a customer-friendly pricing structure.
  
  By offering the flexibility to round prices to these specific values, you can strike the perfect balance between maintaining profitability and appealing to customers with rounded pricing points.
  
  Take advantage of this streamlined pricing feature and easily adjust matrix item prices with a single keypress. Simplify your pricing strategy and improve the overall buying experience for your customers.

• Price level indicator:
  In this release, we have implemented a useful feature that enhances price level visibility and simplifies the user experience. Now, whenever a price level is applied to a line item, it will be clearly marked with *PL for easy identification.
  

  
  
  
  This labeling system serves as a visual indicator, allowing users to quickly identify which items have had a price level applied. By clearly highlighting these items, users can easily differentiate and track the application of price levels throughout their transactions.
  
  This added transparency eliminates confusion and saves valuable time, enabling users to make informed decisions and ensure accurate pricing for each line item. Whether you are managing complex pricing structures or simply need to identify price level adjustments, the *PL marker provides a clear and intuitive solution.
  
  We believe this enhancement will greatly streamline your pricing workflows and improve overall efficiency when working with price levels. Experience the benefits of enhanced visibility and effortlessly manage price levels with our latest release.

• New Payment type:
  We have introduced a new journal payment type that allows you to select the appropriate accounts ledger when receiving payments from customers or making payments to suppliers.
  

  
  This new feature provides enhanced flexibility and accuracy in recording financial transactions. With the ability to choose the specific accounts ledger for each payment, you can ensure that the amounts are posted to the correct accounts, streamlining your financial processes and maintaining accurate records.
  
  By offering this functionality, we empower you to align your payments with the appropriate accounts, improving visibility and facilitating easier reconciliation. This level of control ensures that your financial data remains organized and your ledger entries are accurately reflected.
  
  Experience the ease and precision of our new journal payment type, and effortlessly post payments to the designated accounts ledgers. Simplify your payment workflows, reduce errors, and optimize your financial management with this exciting release.

• Cheques Management:
  Billees already offers robust support for managing cheques in receipts and customer payments. We are delighted to announce that with this latest release, we are extending this support to payments as well. We have made an important change that existing customers need to be aware of: the tender type 'Check' has been renamed to 'Cheque' and will now be available in all payment and receipt transactions.

  
  
  
  This update brings significant benefits to your business, particularly in managing and reconciling cheques more efficiently. By standardizing the tender type name to 'Cheque', you can easily identify and differentiate cheque transactions within your payment and receipt records. This change ensures clarity and streamlines the process of tracking and reconciling cheques, eliminating any confusion or potential errors.
  
  We believe that this enhancement will simplify cheque management for your organization, resulting in improved efficiency and accuracy

Enhancements

• GSTR-1 data validation:

  GSTR-1 report generation process. With the introduction of the "Validate" feature, managing your GSTR-1 report has never been easier.
  
  Key Highlights of the Improved GSTR-1 Report Generation:

  1. Validate Feature: Our new "Validate" feature allows you to run a comprehensive error check on your GSTR-1 report directly from the same screen. Instantly identify any errors or discrepancies and address them right away, without the need to navigate away from the page.
  2. Real-time Error Fixing: Fixing errors becomes a seamless and real-time process. By resolving issues on the spot, you save valuable time and ensure accurate and compliant GST reporting.
  3. Enhanced GST Compliance: With more control over your GSTR-1 report generation, you can confidently stay compliant with GST regulations. The streamlined validation process minimizes the risk of errors and ensures your report is error-free and ready for submission.

• Receipts / Payments Screen:

  We have introduced a significant enhancement to the payment entry process for both customer payments and supplier payments. We have made it easier and more intuitive by leaving the voucher date field empty, allowing users to enter the actual date of the transaction.
  
  By keeping the voucher date field blank, we ensure that you have the flexibility to accurately record the date on which the transaction occurred. This promotes transparency and aligns your financial records with the actual timeline of payments made or received.
  
  Additionally, with this update, we have improved the user experience by automatically shifting the focus to the Note column after entering the voucher date. This streamlines the process of recording valuable comments or additional information related to the transaction, making it convenient for users to document relevant details without any unnecessary clicks

• Report Templates:

  Our reports templating feature has already empowered users to customize the look and feel of their reports, remove unnecessary columns, apply default data grouping, add data filters, and more. With this update, we have taken it a step further by addressing the need to remove templates that are no longer required.
  
  Previously, there was no provision to delete user-created templates. However, in response to valuable user feedback, we have added a template delete button in this release. Now, you have the flexibility to manage your templates effectively and declutter your template library by removing any unwanted templates.
  
  This new functionality allows you to keep your templates organized, relevant, and tailored to your evolving reporting needs. It provides a seamless user experience, giving you complete control over your reports and ensuring that you have the most useful and up-to-date templates at your fingertips.

• Reports: Search and Open a Report in a new window:

  With this enhancement, finding and accessing specific reports becomes a seamless and efficient process. The "Search and Open Report" button provides a user-friendly interface for searching through available reports, allowing users to locate the desired report with ease.
  
  Once the desired report is found, simply selecting it from the search results will open it in a new window, ensuring uninterrupted access to the current report being viewed. This functionality eliminates the need to close and reopen reports, saving valuable time and enhancing productivity.

• Email a Report:

  This long-awaited feature simplifies the process of sharing reports, saving you time and effort. With just a few clicks, you can now generate a report and seamlessly attach it to an email in PDF format. Whether it's a sales report, financial statement, or any other important document, you can effortlessly distribute it to the relevant stakeholders.
  
  This feature enhances collaboration and communication within your organization, allowing you to promptly share crucial information and insights. By sending reports as PDF attachments, you ensure that recipients can easily access and view the report on any device without the need for specialized software.

• Sale - Switch between price levels:

  Price levels have proven to be a valuable feature, allowing you to define custom prices for groups of items and enhancing your sales processes. However, in previous releases, once a price level was applied to an invoice, users were unable to revoke or switch to another price level, limiting their options.
  
  With this update, we have listened to your feedback and resolved this limitation. We are pleased to introduce a new shortcut for price level management. By simply using the Alt + L shortcut, you can now easily switch between different price levels while creating or editing invoices.
  
  This enhancement empowers you to dynamically adjust pricing strategies, respond to changing customer needs, and optimize sales transactions. Now, you have the flexibility to switch between price levels seamlessly, ensuring accurate and up-to-date pricing for each transaction.

• Discount Ceiling:

  We have added a new attribute to product masters, enabling you to set limits on the discount applicable to your products. This feature offers greater control over pricing and ensures adherence to your business rules.
  
  With the Maximum discount attribute, you can specify a discount limit ranging from 1% to 99%. A value of 0% indicates no limitation on the discount, allowing for unrestricted discounting. If you wish to set no discount on a specific product, simply enter a value of 0.01%.
  
  It is important to note that this validation is applicable when manual inputs are provided. When price levels are set, the maximum discount validation is ignored, granting flexibility in applying price level-specific discounts.
  
  Additionally, the system validates the input values provided for the discount percentage and not the resulting discount value or final price. This ensures consistency and accuracy in discount application.

  Let's take an example to illustrate the usage of the Maximum discount on sales feature. Suppose you are selling groceries, and you want to set a specific product, "Raw Rice," to have no discount offered. Here's how you can achieve that:
  
  Access the product master for "Raw Rice" in your products catalogue. Locate the attribute called "Max sale discount%," and enter a value of 0.01%. This signifies that no discount should be applied to this particular product.
  
  Now, let's consider a scenario where a customer purchases multiple items, including "Raw Rice," and a total discount of 10% is given on the entire bill. In this case:
  
  During the sale transaction, when you apply a 10% discount on the total bill, the system will exclude the "Raw Rice" product from this discount. The 10% discount will be applied to the remaining items in the bill, while the price of "Raw Rice" remains unaffected by the discount.

• Batch and Expiry Inventory configuration:

  an important enhancement to our system's inventory management – the Batch and Expiry Inventory configuration. In the previous version, the inventory screen did not display expired quantity, which could lead to challenges in monitoring and managing batched inventory effectively. However, with this release, we are offering you more control and flexibility in handling your batched inventory.
  
  Key Highlights of the Batch and Expiry Inventory Configuration:
  
  Choose Your Display Preference: Now, you have the freedom to select how you want to handle expired quantity visibility in the inventory screen.

  1. Option 1 - Don't Show Expired Quantity: This option hides the expired quantity from the inventory screen. This helps to keep the focus on the active, non-expired stock, ensuring a clutter-free and clear view of your available inventory.
  2. Option 2 - Show Expired Quantity and Don't Allow to Sell: This setting displays the expired quantity on the inventory screen but prohibits selling these expired items. It serves as a warning to avoid selling products past their expiry date, maintaining compliance and safeguarding customer satisfaction.
  3. Option 3 - Show Expired Quantity and Allow to Sell with a Prompt: With this option, the system will show the expired quantity on the inventory screen, and when attempting to sell these items, a prompt will appear, notifying the user about the expiry date. This allows for informed decision-making while managing batched inventory.

• Invocie Print Templates:

  In this release! We have added a highly requested feature: the HSN (Harmonized System of Nomenclature) summary table. This addition offers you enhanced flexibility when customizing your invoice print formats.
  
  With this new feature, you have the freedom to design your invoice print formats to include the HSN summary table. This empowers you to meet specific reporting requirements, cater to customer preferences, and align with industry standards effortlessly.
  
  Enhance the professional appearance of your invoices and streamline the communication of HSN-related information to your customers. Experience the increased flexibility and customization options available in our latest release, allowing you to adapt your invoice print formats to your unique business needs.

• Product-related Masters:

  We have addressed a previous limitation by introducing a delete feature specifically designed to remove unmapped categories and brands.
  
  In earlier versions, there was no provision to delete categories or brands that were not mapped to any products. This could lead to cluttered master data and impact the organization and management of your product information.
  
  With this update, we have listened to your feedback and implemented the delete feature to address this limitation. Now, you have the capability to easily remove unmapped categories and brands from your master data, ensuring a cleaner and more organized system.

• Sales UOM enhancement:

  Billees already supports multi-UOM inventory management, users previously faced challenges when attempting to switch to a different UOM for a line item already added to a transaction. This limitation affected flexibility and efficiency in managing sales invoices.
  
  We are excited to announce that we have resolved this issue in this release. We have implemented a solution that allows users to easily switch between UOMs for specific line items. By pressing Alt+U on the line item, you can conveniently change the UOM, adapting the transaction to your specific requirements.
  
  This enhancement empowers you to handle diverse product offerings, varying packaging options, and customer preferences more effectively. Now, you can seamlessly modify the UOM to accurately reflect the quantities and measurements relevant to your sales invoices.

• Sales invoice starting number:

  With this new update, you now have greater control and flexibility when setting up your invoice numbering. When creating a new invoice numbering series, you can specify the starting number, allowing you to align it with your existing numbering scheme or business requirements.
  
  This functionality ensures that your sales invoices follow a consistent and organized numbering sequence from the very beginning. By defining a starting number, you can seamlessly continue from your previous invoice numbering or implement a new numbering convention that suits your needs.

Bug Fixes:

• Purchase View Display for Reverse Charge Documents.

  we have resolved an issue related to the display of purchase documents marked as reverse charge in the Purchase View. Previously, when a document was flagged as reverse charge, it was not being displayed on the screen, causing inconvenience and potential oversight.

• Duplicate Document Number Issue in Bill of Supply:

  Previously, under certain circumstances, the system was generating duplicate document numbers for Bill of Supply transactions, leading to confusion and potential data integrity concerns. We have diligently identified and fixed this issue to ensure accurate and unique document numbering across all Bill of Supply transactions.
  
  With this bug fix, you can now confidently generate Bill of Supply documents without encountering duplicate document numbers. This enhancement eliminates any ambiguity and ensures that your records remain consistent and reliable.

• Recalculation of Payment Due Date When Changing Document Date:

  We have resolved an issue related to the recalculation of payment due dates when manually changing the document date. Previously, when users modified the document date manually, the system did not automatically recalculate the payment due date based on the settings specified in the contact master.
  
  We understand the significance of accurate payment due dates in financial transactions, and we have taken proactive steps to address this issue. With this bug fix, the system now correctly recalculates the payment due date based on the updated document date, taking into account the payment terms and settings defined in the contact master.

• Smart Price Calculation Screen:

  Specifically for companies registered as composite dealers under GST regulations. We have resolved an issue where smart price suggestions would include GST on sales, even though composite dealers are not required to impose GST.
  
  With this update, the smart price calculation algorithm has been enhanced to accurately consider the GST exemption for composite dealers. Now, when generating smart price suggestions, the system will exclude the GST component, ensuring compliance with the specific requirements of composite dealer registration.

• Sharing Invoices on WhatsApp:

  Previously, an error would occur when attempting to share an invoice that contained batch or expiry items.
  
  We have diligently worked to address this issue, and we are excited to inform you that it has been successfully resolved. Now, with the latest release, you can effortlessly share invoices containing batch or expiry items on WhatsApp without encountering any errors.

• Item transaction history window:

  Previously, the transaction history screen would persist across different windows, appearing on all screens when switching from the current transaction screen to another window.
  
  We are pleased to inform you that we have resolved this issue in our latest release. With the update, the transaction history screen will no longer persist across windows and will automatically disappear when you switch to another window or screen.

• Item transaction history window:

  Previously, the transaction history screen would persist across different windows, appearing on all screens when switching from the current transaction screen to another window.
  
  We are pleased to inform you that we have resolved this issue in our latest release. With the update, the transaction history screen will no longer persist across windows and will automatically disappear when you switch to another window or screen.

• Trade/cash discounts payment types:

  Previously, when recording payments and applying trade/cash discounts, the system would incorrectly display these discounts under the money-in/out columns instead of the allocation column as intended. This discrepancy caused confusion and inconsistency in the payment related reports.
  
  We are pleased to inform you that this issue has been successfully fixed. With the latest release, the system now accurately reflects the trade/cash discount tender type in the allocation column, providing a more intuitive and transparent representation of the discounts applied during payment recording.

• Sales invocie printing - Other charges:

  Previously, when including other charges in an invoice, the printed document would not accurately display these charges, leading to discrepancies between the invoice and the printed version. This limitation impacted the clarity and accuracy of the invoice information presented to customers.
  
  This issue has been successfully addressed. With the latest release, the sale invoice printing feature now accurately includes and reflects all other charges added to the invoice. You can now confidently generate printed invoices that provide a comprehensive and transparent breakdown of the total charges, ensuring alignment between the invoice and the printed document.

• Sales - Margin validation rule:

  Previously, when enabling this validation, the system would incorrectly apply the rule to not only inventory items but also service and accounts ledgers.
  
  The acceptable minimum margin validation now functions as intended, applying the rule only to inventory items as it should. Service and accounts ledgers are no longer subject to this validation, providing a more accurate and appropriate application of the rule.

• Converting an SO/DN to Bill of supply:

  Specifically, when you are a registered dealer and issuing Bill of Supply invoices, the system would erroneously calculate GST even though it should be ignored.
  
  This bug has been successfully fixed. With the latest release, when converting a sales order or delivery note to a Bill of Supply invoice, the system will now correctly ignore the calculation of GST, aligning with the specific requirements of Bill of Supply invoices.

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