Bug Fixes

Bug Fixes

Bug Fixes

Introduce Consolidated Companies Module Added a new module for consolidated reporting of multiple companies. Supports unified viewing and analysis of combined business data. Introduce Grain Report Module New dedicated Grain Report added for agribusiness users. Provides detailed summaries of grain-related sales and purchase transactions. Helps in tracking inventory, pricing, and profitability specific to grain operations. Introduce Ledger Group Filter in Sales and Purchase Added new ledger group-based filtering for Sales and Purchase reports. Simplifies report generation and improves accuracy in data segregation. Enables users to analyze transactions based on defined ledger groups. Improvement in Date Filter for Bills – Across the Application Enhanced and standardized date filter feature across all billing modules. Improved usability and performance for quick data retrieval. Provides consistent filtering for invoices, ledgers, and reports.

Bug Fixes

Bug Fixes

Performance Enhancements

Performance Enhancements

Security Update, Performance Enhancements & Bot Optimisation Security Improvements: - Addressed potential vulnerabilities to improve system security. Performance Enhancements: - Optimised system processes to improve overall speed and efficiency. - Improved memory management to reduce resource consumption. - Enhanced stability for a smoother user experience. Bot Performance Improvements: - Increased processing speed for faster responses. - Improved accuracy and efficiency in bot interactions.

Mobile Application Demo Account Rights Update - Enhanced permissions and functionality for demo accounts in the mobile application. - Improved user experience for exploring application features with demo credentials. Chatbot Output Improvement - Optimized response accuracy and relevance in the chatbot system. - Enhanced conversational flow to provide clearer and more contextual outputs.

Bug fixes to improve overall stability.

- General performance enhancements on chatbot for faster and more reliable interactions. - Minor bug fixes to improve overall stability.

- Introduced Tree Filters for Sales by Geography and Purchase by Geography. - Updated bottom bar menu structure for better navigation. - Added push notification functionality.

Improvements: 1. Branch Analytic Report: - State Name Display in GST Branch - The report now includes the state name in the GST Branch section for improved clarity and compliance tracking. 2. Loading Issue Resolved: - Performance optimisation has been implemented, significantly reducing loading times for faster data retrieval. 3. CEO and CFO Dashboard: - Loading Issue Resolved - Optimised data processing on the CEO and CFO dashboards, leading to quicker loading and better user experience.

Branch Analytic Report Introduced a detailed branch analytic report to provide insights across all branches for better decision-making and performance tracking. The report supports customisable filters to help drill down into branch-specific data. Branch Analytic Report Introduced a detailed branch analytic report to provide insights across all branches for better decision-making and performance tracking. The report supports customizable filters to help drill down into branch-specific data. Consolidated Salesperson Analytic Report A new report consolidating sales data across all salespersons, giving an overall view of sales performance. Includes advanced filters for a more granular view of individual and team sales. Organizational Role Hierarchy Management A new feature allowing administrators to manage organizational roles hierarchically. Helps in defining clear reporting structures and role-based access control within the system. Advance Amount in AR/AP Added support for displaying advance amounts in Accounts Receivable (AR) and Accounts Payable (AP) reports. This helps in providing a clear view of outstanding advances for better financial management. Improvements Cost Center Expense / Cost Category List Show Improved the cost centre expense and cost category list with a new view to show fewer than 10 entries at a time for easier navigation. This enhancement makes it more user-friendly for users managing large sets of data. Sales person Report Customer Card Improvement. Enhanced the salesperson report with improvements to the customer card view Provides a more comprehensive overview of customer data, making it easier to track sales interactions and outcomes.

Sales Person Performance Monthly Sales vs Expense: Enhanced tracking with a comparison between monthly sales and associated expenses. Income Tracking: Improved income calculation for better financial insights. Top Expense Identification: New feature to highlight the highest expenses incurred. Sales Person Dropdown: Added a dropdown menu to select and analyze performance by individual salespersons. Stock Analysis Top 10 Bad Stock Items: Identify and list the top 10 stock items with the most issues. Top 10 Expired Stock Items: Easily view the top 10 stock items that have expired. Stock Ageing: Detailed analysis of stock ageing to better manage inventory. Top 10 Expiring Stock Items Soon: Track and manage the top 10 items that are nearing their expiration date. Receivables Aging Type Dropdown Changes: Updated dropdown options for better categorization and analysis of receivables. Customer Dropdown (Mobile): New dropdown menu to select customers on mobile devices for easier access. Payables Aging Type Dropdown Changes: Enhanced dropdown options to improve payables categorization. Vendor Dropdown (Mobile): Added a vendor selection dropdown for mobile users to streamline the payable process. Sales by Geography Sales by Geography Analysis: Update feature to view and analyze sales data based on geographical locations. Purchase by Geography Purchase by Geography Analysis: New feature to view and analyze purchase data based on geographical locations. Sales by Customer Top Sales Person Card: New card feature to highlight the top-performing salesperson by customer sales. Customer Profile Sales Person Name in Customer Detail Page: Added the salesperson's name to the customer detail page for better relationship tracking. Changes and Improvements Management Menu Reorganization: The Management menu has been removed and its options moved to the Settings menu for better navigation. Settings New Role - Sales Person: Added a new role specifically for salespersons to better manage permissions and access. Payable & Receivable Voucher System: Implemented a new voucher system for better tracking and management of payables and receivables. Product Analysis and Sales Reporting Sales by Customer, Product Analysis, Sales by Product: Enhanced analysis capabilities to provide deeper insights into sales by customer and product. Sales by Product/Product Sale by Customers: New features for detailed reporting on product sales by customers. Sales by Product/Product Details Gain: Improved gain calculation for better profit analysis.

New Features and Enhancements Sales Person Performance Monthly Sales vs Expense: Enhanced tracking with a comparison between monthly sales and associated expenses. Income Tracking: Improved income calculation for better financial insights. Top Expense Identification: New feature to highlight the highest expenses incurred. Sales Person Dropdown: Added a dropdown menu to select and analyze performance by individual salespersons. Stock Analysis Top 10 Bad Stock Items: Identify and list the top 10 stock items with the most issues. Top 10 Expired Stock Items: Easily view the top 10 stock items that have expired. Stock Ageing: Detailed analysis of stock ageing to better manage inventory. Top 10 Expiring Stock Items Soon: Track and manage the top 10 items that are nearing their expiration date. Receivables Aging Type Dropdown Changes: Updated dropdown options for better categorization and analysis of receivables. Customer Dropdown (Mobile): New dropdown menu to select customers on mobile devices for easier access. Payables Aging Type Dropdown Changes: Enhanced dropdown options to improve payables categorization. Vendor Dropdown (Mobile): Added a vendor selection dropdown for mobile users to streamline the payable process. Sales by Geography Sales by Geography Analysis: Update feature to view and analyze sales data based on geographical locations. Purchase by Geography Purchase by Geography Analysis: New feature to view and analyze purchase data based on geographical locations. Sales by Customer Top Sales Person Card: New card feature to highlight the top-performing salesperson by customer sales. Customer Profile Sales Person Name in Customer Detail Page: Added the salesperson's name to the customer detail page for better relationship tracking. Changes and Improvements Management Menu Reorganization: The Management menu has been removed and its options moved to the Settings menu for better navigation. Settings New Role - Sales Person: Added a new role specifically for salespersons to better manage permissions and access. Payable & Receivable Voucher System: Implemented a new voucher system for better tracking and management of payables and receivables. Product Analysis and Sales Reporting Sales by Customer, Product Analysis, Sales by Product: Enhanced analysis capabilities to provide deeper insights into sales by customer and product. Sales by Product/Product Sale by Customers: New features for detailed reporting on product sales by customers. Sales by Product/Product Details Gain: Improved gain calculation for better profit analysis.

New Features and Enhancements Sales Person Performance 1. Monthly Sales vs Expense: Enhanced tracking with a comparison between monthly sales and associated expenses. 2. Income Tracking: Improved income calculation for better financial insights. 3. Top Expense Identification: New feature to highlight the highest expenses incurred. 4. Sales Person Dropdown: Added a dropdown menu to select and analyze performance by individual salespersons. Stock Analysis 1. Top 10 Bad Stock Items: Identify and list the top 10 stock items with the most issues. 2. Top 10 Expired Stock Items: Easily view the top 10 stock items that have expired. 3. Stock Ageing: Detailed analysis of stock ageing to better manage inventory. 4. Top 10 Expiring Stock Items Soon: Track and manage the top 10 items that are nearing their expiration date. Receivables 1. Aging Type Dropdown Changes: Updated dropdown options for better categorization and analysis of receivables. 2. Customer Dropdown (Mobile): New dropdown menu to select customers on mobile devices for easier access. Payables 1. Aging Type Dropdown Changes: Enhanced dropdown options to improve payables categorization. 2. Vendor Dropdown (Mobile): Added a vendor selection dropdown for mobile users to streamline the payable process. Sales by Geography 1. Sales by Geography Analysis: Update feature to view and analyze sales data based on geographical locations. 2. Purchase by Geography 3. Purchase by Geography Analysis: New feature to view and analyze purchase data based on geographical locations. Sales by Customer 1. Top Sales Person Card: New card feature to highlight the top-performing salesperson by customer sales. Customer Profile 1. Sales Person Name in Customer Detail Page: Added the salesperson's name to the customer detail page for better relationship tracking. Changes and Improvements 1. Management 1.1 Menu Reorganization: The Management menu has been removed and its options moved to the Settings menu for better navigation. 2. Settings 2.1 New Role - Sales Person: Added a new role specifically for salespersons to better manage permissions and access. 3. Payable & Receivable 3.1 Voucher System: Implemented a new voucher system for better tracking and management of payables and receivables. 4. Product Analysis and Sales Reporting 4.1 Sales by Customer, Product Analysis, Sales by Product: Enhanced analysis capabilities to provide deeper insights into sales by customer and product. 4.2 Sales by Product/Product Sale by Customers: New features for detailed reporting on product sales by customers. 4.3 Sales by Product/Product Details Gain: Improved gain calculation for better profit analysis.

1 Godown 2 Cost Centre 3 Receivable Aging Balance - Category Dropdown 4 Payable Aging Balance - Category Dropdown 5 Product & Service Analysis 6 Salesperson Product Analysis 7 Connector Update - 30 Days Sync Process 8 Improvements and Bug Fixes 8.1 Various bug fixes and performance enhancements to ensure a smoother user experience. 8.2 UI/UX refinements for improved navigation and usability. 8.3 Backend optimizations for faster data processing and analysis.

Introduction: The Sales Person with Target Module is designed to revolutionize the way sales teams set, track, and achieve their sales targets. This release introduces a comprehensive suite of features aimed at empowering salespersons and managers to effectively manage sales targets, monitor progress, and drive performance. Key Features: Sales Target Setting: Empower salespersons to set personalized sales targets based on revenue, quantity, or other key metrics. Enable managers to define targets for individual salespersons, teams, or the entire company. Flexible target setting options allow customization to suit various sales strategies and objectives. Real-Time Target Progress Tracking: Provide real-time visibility into sales target progress for salespersons. Track performance against set targets and receive notifications upon target achievement or deviation. Enable proactive decision-making and intervention to ensure targets are met efficiently. Performance Leaderboards: Foster a culture of healthy competition and motivation among salespersons with dynamic performance leaderboards. Rank salespersons based on target attainment, sales performance, or other customizable criteria. Encourage transparency and recognition of top performers within the sales team. Goal Alignment: Align individual sales targets with organizational objectives and priorities. Cascade company-wide targets down to individual salespersons to ensure alignment and focus. Enhance coordination and collaboration across sales teams towards common goals. Enhancements: Intuitive User Interface: Streamlined interface for setting, tracking, and managing sales targets. Intuitive navigation and user-friendly design for enhanced usability and productivity. Comprehensive Reporting: Generate customizable reports to analyze target attainment, sales performance, and goal alignment. Gain actionable insights to optimize sales strategies and drive performance improvements. Mobile Accessibility: Seamless integration with mobile applications for on-the-go access to target information and progress tracking. Ensure salespersons stay informed and motivated regardless of their location.

We are thrilled to announce the release of version 3.0.0, a significant update that brings many new features, improvements, and optimisations across various aspects of our platform. This release aims to elevate your experience, providing enhanced functionality and addressing essential user feedback. Key Highlights: 1. Accounts Payable and Receivable Overhaul: - Streamlined workflows for both Accounts Payable and Receivable modules. - Improved invoice tracking and payment processing for more efficient financial management. 2. Advanced Product and Service Analysis: - Introduction of in-depth analytics tools for detailed product and service performance analysis. - Enhanced visualisation options to gain valuable insights into business operations. 3. Income Tracking and Reporting: - Revamped income tracking system with customisable reporting features. - Real-time income dashboards for a comprehensive overview of financial performance. 4. Inventory Management Upgrades: - Detailed tracking of Items Purchased and Items Sold with improved inventory management tools. - Automated alerts for low stock levels and reorder suggestions. 5. Customer-wise Product Insights: - Deeper analysis of customer preferences and buying patterns. - Personalized recommendations based on historical customer data. 6. User Interface Enhancements: - Redesigned user interface for a more intuitive and user-friendly experience. - Customizable dashboards to tailor your workspace according to individual needs. 7. Performance Boosts: - Significant improvements in system speed and responsiveness. - Enhanced backend infrastructure to support growing data demands. 8. Bug Fixes and Stability Improvements: - Addressed reported bugs and stability issues. - Fine-tuned the system for improved reliability. How to Access the New Release: - Existing users can seamlessly upgrade by following the prompts on their dashboard. - New users can sign up for the latest version on our website. Future Roadmap: - We are committed to ongoing improvements. Future releases will focus on expanding integration options, AI-driven insights, and user customisation. Thank you for choosing our platform. This release will empower you with enhanced tools and insights to drive your business forward.

Track customer sales via, CUSTOMER DASHBOARD We have added a new dashboard that shows your customer’s journey in your business. Now find out how they affect the overall sales performance and how much each customer contributes to your total sales. Quickly track the list of products your customer frequently orders and how much it contributes to your sales. Fast data refresh with, IMPROVED FILTERS The enhancement to data filters allows the data to refresh quickly. This enhancement benefits users frequently using the filters to search for specific entries or products. This improvement makes the search process more efficient and streamlined, saving time and effort. Better usability with, NEW UI/UX Taking your feedback, our team has redesigned the mobile app and the portal. The new design gives us greater flexibility in integrating the new features you’ve requested while making browsing and enjoying the application quickly. Get instant updates via, PUSH NOTIFICATIONS Now get notified instantly when you receive payments against outstanding invoices or when the inventory levels run low. No more wait times or dependency issues to get instant insights. Talk to your data using our, ENHANCED CHATBOT Our AI-powered chatbot now makes asking for insights easier than hunting for them. Conversationally ask questions. Receive complete answers and insights, including additional context with auto-generated charts, interpretations, key drivers, and period-over-period calculations.

A whole new experience, NEW UI/UX The new design gives us greater flexibility in integrating the new features you’ve requested while making it easy for you to browse around and enjoy the application. Get instant updates via PUSH NOTIFICATIONS Now get notified instantly when you receive payments against outstanding invoices or when the inventory levels run low. Talk to your data, ENHANCED CHATBOT Our AI-powered chatbot now makes it easier to ask for insights rather than hunt for them. Ask questions in a conversational manner. Receive robust answers and insights including additional context with auto-generated charts, interpretations, key drivers and period-over-period calculations.

A whole new experience, NEW UI/UX The new design gives us greater flexibility in integrating the new features you’ve requested while making it easy for you to browse around and enjoy the application. Get instant updates via PUSH NOTIFICATIONS Now get notified instantly when you receive payments against outstanding invoices or when the inventory levels run low. Talk to your data, ENHANCED CHATBOT Our AI-powered chatbot now makes it easier to ask for insights rather than hunt for them. Ask questions in a conversational manner. Receive robust answers and insights including additional context with auto-generated charts, interpretations, key drivers and period-over-period calculations.

A whole new experience, NEW UI/UX Taking in your feedback, our team has redesigned the mobile app as well as the portal. The new design gives us greater flexibility in integrating the new features you’ve requested while making it easy for you to browse around and enjoy the application. Get instant updates via PUSH NOTIFICATIONS Now get notified instantly when you receive payments against outstanding invoices or when the inventory levels run low. No more wait times or dependency issues to get instant insights. Talk to your data, ENHANCED CHATBOT Our AI-powered chatbot now makes it easier to ask for insights rather than hunt for them. Ask questions in a conversational manner. Receive robust answers and insights including additional context with auto-generated charts, interpretations, key drivers and period-over-period calculations.