iOS Releases
Bug Fixes / Enhancements:
- Change the currency symbol for Kuwait.
- Showing wrong closing stock for godown on item entry screen (while correct on Batch closing screen).
- Receipt Entry Showing in negative when user check the details from the Balance Sheet screen.
Bug Fixes:
- Improvements and bug fixes in PDF share for invoices.
- Crash on invoice sharing.
- Not able to share attached file through WhatsApp.
- Custom date filter not working in check In/Out Report.
Features:
- Improve the onboarding experience.
Bug Fixes:
- Location pinpoints not visible (Check-in Checkout Report Map View).
- Added Search on view group in Not Set Auto Reminder Frequency Screen.
- Duplicate numbers getting added on Add Contact Detail.
- Invoice pdf share amount getting trimmed.
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Bug Fixes:
- Show hsn code, GST % column in order & quotation pdf if enabled in settings.
- Loader keeps on loading on user screen after deleting user from permission screen.
Features:
- Introducing FY 21-22 Summary Report - A quick summary of your business in FY 21-22 with insights such as Total Sales/Purchases, Top Items, Top Customers & more!.
- Show correct due date in invoice detail screen.
- Added Never sold filter in inactive customer
Bug Fixes:
- While creating invoice and referencing order we show order voucher number instead of order numbers due to which order stays in pending state.
- Item Entry change in Amount With tax doesn’t change the rate with tax.
- Journal entry debit credit issue while sharing.
- Pick the last sale rate while entering voucher irrespective of the ledger that is selected.
- Bank Details are not sharing when changed the default signature.
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Features:
- Enhancing the sharing experience for Invoice, Outstanding, Outstanding detail, Ledger report share.
- Converted local share settings to centralised & only admin user can edit settings wherever same settings are applicable for all users
- Now you can change the settings to show/hide the discount column while sharing invoice PDF.
- Added option to share detailed sales team check-in/check-out report of all users.
- Now you can share the ledger contact
- Allow syncing price level in tally for invoice, order & inventory voucher entry.
- Now you can share journal vouchers
- Auto adjust amount in pending bills list while creating Receipt/Payment entry.
- Add reference number in Sales/Purchase voucher entry.
- Add reference number in Delivery Note/Receipt Note voucher entry.
- Introducing auto reminders by SMS. Now you can set automatic SMS reminders for customers whose mobile number is set in Tally.
- While restricting permission to a stock group, the user with restricted access can now view the stock category and stock group tabs.
- Introducing a redesigned app experience for better accessibility.
- Access all your parties and items from the dashboard
- View your outstanding reports in a separate tab with the ability to set automatic email reminders.
- Easy access to your sales team activity reports.
- More screen is now moved to the top left on the dashboard.
- Introducing automatic outstanding reminders via email
- Select the customers to whom you want to send reminders
- Select the frequency of the reminders.
- Customize the frequency for each customer.
New:
- Now you can set MRP, Standard Cost & Standard Price while creating stock items.
- Show bank details while sharing quotation pdf.
Fixed:
- Outstanding payable was showing bill amount in negative while sharing.
- Showing short address in check-in check-out report.
- While sharing ledger report excel, extra fields like narration, shipped by & ship doc number are not showing.
- UI & Bug Fixes
New:
- Introducing Follow Up feature
- Add follow up for a ledger and receive notification for that follow-up
- It can be used for setting reminders for payment collection, new orders, giving tasks to your team members and more
- View all your followups in the Follow-Ups Report in Reports screen
- You can add multiple owners for any follow-up.
- Also, you can restrict this feature for specific users if you would like.
Set follow up reminders and receive notifications
- Now you can view the total meetings and time spent by your sales team in a single screen for any given day. Click on Reports and then click on 'Sales Team Check In/Out Report'. You will be able to view the time spent and meetings for each person in your team.
- Now you can view the last time when the Balance Sheet & Profit and loss were synced. By default, these reports are synced only once every day.
- While creating a new ledger, we have added settings to enable entering enter extra fields like VAT, PAN, Maintain Bill By Bill, Price Level.
Fixed:
- Now you can see place of supply while sharing invoice.
- Added narration field while sharing quotation by PDF
- Fixed an issue where if permission is given to one stock group, then the user can now see all items under that stock group and all the child stock groups.
- Fixed an issue where order number was not visible in invoice voucher detail.
- UI & Bug Fixes
New:
- While creating invoice/sales order, now you can enter item rate & quantity in alternate unit.
- Admin User can Share the party list with contact details and address
- Share all the Items under stock group/stock categories while sharing stock group
- View the sales person name in ledger wise check in / out report.
- Search vouchers by cheque number in Daybook.
Fixed:
- UI & Bug Fixes
New:
- You can now set the rate using price list when you add an item while creating an invoice/order. This option can be enabled from the settings screen.
- View the godown stock value while adding an item when you create an invoice/sales order.
- Now you can give permissions to your sales person to create sales and purchase invoice from the app
- We have added an option to view all the data in the company with a click.
Fixed:
- UI & Bug Fixes
New:
- Introducing Balance Sheet Report. Go to reports screen and view your balance sheet for any period.
- Sales Invoice Creation Enhancements:
- Now you can add round offs, discount, commissions, etc while creating a new invoice from the app.
- Added a setting to capture the rate for an item from price list if you have set it up in Tally
- Add any additional taxes at item level if required.
- Ledger Creation Enhancements:
- Create a new ledger by GST number. All the details will be fetched from GST portal and added in the form. This will validate the customer's GST number as well.
- We have also added extra fields for capturing detailed ledger information which you can enable from settings.
Fixed:
- UI & Bug Fixes
New:
- Add any additional ledgers to your invoices like transport charges, discount, round off, etc at voucher level while creating a new Invoice or Sales/Purchase Order
- Add ledgers under Duties & Taxes at item level. It can be useful to add any additional taxes you want to add.
- We have redesigned the invoice detail screen and added the bill payment status. You will now be able to see whether a bill is paid, unpaid or partially paid.
- We are now sending the configure Bank details with the outstanding reminders emails. If you have not set it, you can set it from 'Settings -> Share -> Invoice -> Bank Details'
- In the newly launched multi payment reminders feature, we have made your email address as CC as optional by default. If you would like to receive all these emails by CC, you will have to enable a setting for the same. ‘Settings -> Share -> Outstanding -> Add CC email in Multi Reminder’
- If you would like to not receive data entry emails when you create from the app, you can now disable it via setting. Settings -> Data Entry -> Voucher -> Email
- As part of our app UI cleanup drive, we have made a bunch of UI improvements under the hood.
- Few bug fixes.
New:
- Introducing Sending Reminders to Multiple Customers. With this newly launched feature, you can just select all the parties to whom you want to send a reminder and we will send them a payment reminder by email. Whether you have 50 customers or 5000, you can follow up with them with just few taps.
- Improved OTP experience
- Few bug fixes.
New:
- Introducing Sales Invoice and Purchase Invoice creation from the app. Now create sales invoices from the mobile app and they automatically sync with your Tally. Like other vouchers, these vouchers will be added as optional vouchers unless, you have explicitly changed it to be entered as regular vouchers.
- In Pending Sales Order report, now you can search pending sales orders by item in addition to ledgers.
New:
- Create a new ledger from mobile app which will be added to Tally automatically. Click on Party tab at the bottom and then click + button at bottom right side to add a new ledger.
- You can now create stock item in addition to ledgers. Only admins will be able to create stock items, however you can explicitly give permissions for the same to any user.
New:
- Now you can add comments while checking out. This can be very useful to keep track of all your visits and conversations with that customer.
- More detailed Permissions to restriction items on dashboard or reports screen. If you want your sales person to view only the Outstanding Receivables report on the Dashboard, it is possible now. Similarly, if you want to show only only specific reports in Reports screen, that can be restricted as well.
New:
- Now you can view E-way bill details in Invoice. (Need to update desktop app to latest version)
- Now, you can view the all the check ins and outs for any party. Just click in Party tab and select the customer. At the bottom of the screen, click on the number of meetings to view the details of each check in/out.
- Now, you can also view the contact person name when you export the inactive customers list.
- Few bug fixes.
New:
- Sort by quantity in for Stock item in Sales/Purchase screen.
- You can now sort by average payment days in outstanding receivables and payables screen.
- Added option to view the monthly check in / check out report of any sales person.
- View all the meetings done by sales team for a given customer. You can go to Parties tab at the bottom and then select the customer and in the next screen you can view the meetings.
New:
- You can now view the outstanding by ledger group by the group hierarchy. If you have created a ledger group under Sundry Debtors, then you can now view the outstanding of each group and all its children.
- Added StockGroup/StockCategory filter in Inactive Items Report
New:
- Data Entry:
- Now you can add bills against reference while adding receipts and payments.
- If you use sub quantity for items, you can now add them while creating orders
- [FIXED] Showing net amount in purchase ledgers in negative
Fixed:
- Bug & UI Fixes
- Set Permissions to restrict users from creating specific vouchers
- You can permit specific users to create vouchers of only sales orders or only receipts or a combination of voucher types.
- Share Check In / Check Out Report as Excel file. Get the entire history of a sales person as an excel file.
- Bug fixes
- Data Entry
- Added a setting to show the part number while sharing a PDF after creating a sales order.
- [FIXED]: While sharing invoice bill list as excel, voucher number was not displayed.
- Bug fixes
- Introducing Check In / Check Out Feature:
- Now, your team can check in and check out whenever they visit a customer's place.
- When they do that, we will automatically
- Geo-tag their current location
- Capture the amount of time spent at the customer's location.
- Benefits:
- You can analyse the time you are spending behind each customer and co-relate that with the sales that you get.
- Optimise your sales team routes for efficiency.
- Added settings to set default Stock Item rate (standard price/last sale rate) for Order Entry.
- Show alias of customers in Top Reports.
- Introducing Check In / Check Out Report!
- Now, you can check in and check out when you visit your customers which will tag your geo location and also track the amount of time spent at the customer's office.
- Report is currently available in iOS & Android. Check-In/Check-Out is currently available on Android and will be launched in iOS in next release.
- Bug fixes
- Set a custom header while sharing Credit Note as PDF.
- Now, you can view net sales for service based invoices as well.
- Bank details not showing on sharing outstanding bills by text.
- Bug fixes.
- We are pleased to introduce a bunch of changes to the data entry module:
- Now you can enter amount inclusive of taxes after enabling a setting.
- Add order number while creating sales & purchase orders
- Select the voucher type while creating a new order
- Enable a setting to import entries into Tally as regular vouchers instead of optional vouchers
- Create quotations for parties that are not yet added in Tally.
- Bug fixes & Crash while sharing outstanding report.
- Introducing Data Entry! Create entries directly from the mobile app and sync with your Tally. No duplication of efforts, reduce errors, save time.
- Sales Orders
- Receipts
- Purchase Orders
- Payments
- While sharing the list of outstanding bills, you can now select specific bills for sharing.
- Added column of 'Avg. Payment Days' while sharing outstanding list via PDF.
- Now, filter all the stock items that have negative stock by clicking on the items tab and the clicking on the filter at the top right side.
- Search stock items by their description.
- Bug fixes & Crash while sharing outstanding report.
- Introducing Data Entry! Create entries directly from the mobile app and sync with your Tally. No duplication of efforts, reduce errors, save time.
- Sales Orders
- Receipts
- Purchase Orders
- Payments
- While sharing the list of outstanding bills, you can now select specific bills for sharing.
- Added column of 'Avg. Payment Days' while sharing outstanding list via PDF.
- Now, filter all the stock items that have negative stock by clicking on the items tab and the clicking on the filter at the top right side.
- Search stock items by their description.
- Bug fixes & Crash while sharing outstanding report.
- Added ledger description while sharing invoice as PDF.
- Bug fixes.
- Restrict user permissions by godown so that they can only view the inventory closing details in the permitted godowns.
- Restrict users who can view the price list of all the items.
- Added Nigerian Cur
- Added share option on Payment/Receipt screen.
- Fixed an issue where company data was not visible in offline mode.
- Added settings to show/hide consignee address while sharing invoice pdf.
- Stockitem pricelist showing older rates.
- Invoice pdf share GST calculation of cess is wrong.
- Daybook share pdf showed all amount on debit side.
- While sharing invoice pdf, allow to show/hide alternate item quantity by setting it from invoice settings.
- Added two step authentication through OTP Verification for security.
- While sharing invoice pdf, IGST amount get added in taxable amount in GST tax calculation.
- While sharing Top Reports, quantity was not getting shared. We have fixed that in this release.
- If you have configured to share narration while invoice, it was not getting shared in certain scenarios.
- Other minor bug fixes
- While Sharing pdf of All outstanding (payable/receivable) with all bill, shown total at the end of pdf.
- While sharing ledger report as pdf, Bank Branch name & IFSC code are shared.
- Non-admin users can now view Daybook now for the permitted vouchers.
- While sharing of invoice pdf, remove %(symbol) when tax is zero.
- Bug fixes.
- LedgerReport mismatch because of POS invoice
- Bug & Crash fixes.
- Bug & Crash Fixes
- In payments & receipts, shown ledger groups in hierarchical format.
- Invoice pdf share does not include packaging charges in GST calculation table.
- Customer Sold/Purchase Report share in excel shows wrong quantity.
- Bug & Crash fixes.
- Added settings to share all outstanding list with bills
- Added settings to share outstanding OnAccount bills.
- Crash fixes
- Added user friendly calendar on Dashboard, Ledger Report & Daybook screen.
- Amount getting cut in outstanding billwise screen.
- Purchase invoice pdf share authorised signature shows company name instead of supplier name.
- Bug & Crash fixes.
- Added search by narration in daybook.
- Invoice share pdf shows HSN Code & tax details for item where GST is set to 'Not Applicable'.
- Credit Note shows wrong GST value.
- Items screen alternate quantity unit shows 'Not Applicable'.
- Invoice vouchers screen showing wrong amount if date period is changed.
- In My Entries while adding items rate and quantity field not allowing decimal values.
- Inactive Items share excel not showing quantity unit.
- Added bill-wise filter in Sales/Purchase screen.
- Outstanding issue with invoice OnAccount bills.
- Bug & Crash fixes.
- Added custom days filter in Inactive Items & Inactive Customers.
- Cash Bank Balance & Ledger Report wrong amount.
- Charges & Discount shows wrong GST amount in invoice PDF share.
- Bug & Crash fixes.
- Outstanding bills share PDF show On Account bill details
- Item quantity is not showing in international format when setting changes.
- Report Issue giving Invalid request error.
- Added filter by Voucher Types on Pending Sales/Purchase Order screen.
- App Crash while sharing reports.
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Last modified 1yr ago