Releases

1. Invoice number-wise Purchase details

Using this Purchase Dashboard, you can track the invoice numbers for each vendor along with the due status. Click the option used to display a list of products purchased by the vendor.

2. Display Opening Balance, Inwards and Outwards

Inventory Report provides information on stock items such as quantity, rate, and value of Opening, Inwards, Outwards, and Closing balance.

3. Invoice-wise receipt and payment details

The Accounting dashboard provides receipts and payment status based on invoices, such as whether it was made on time or late.

4. Group wise Expense Details

Using Expenses Dashboard, monitor your expenses by Parent group wise, also click the option to view the customer details under the parent group.

1. Sales Invoice

Automatically track your sales Invoices from Tally and get paid faster for your Goods/services sold

2. Purchase Invoices

Automatically extract payment commitments from Tally on a real-time basis. Prioritize your worklist based on open payment commitments.

3. Ledger Summary

Improved design on Ledger wise summary listing and details page

4. Ledger Details

1. Support custom fields (TDL) from Tally Ledgers.

Option to sync additional custom fields created from TDL files to TallyGraphs. We can map these custom fields ad create custom reports in the Sales analysis. Capture custom field details for stock items

2. Assign Ledger groups

Ledger Groups are mapped with the sales team and the admin can enable access and review the sales team’s performance.

Leder Groups filter added in Sales dashboards and Outstanding dashboard to drill down the reports more specific to the Ledger groups

3. Other Updates

Update: Show Quick tour popup only once to the user with skip options
Update: Uganda Currency Symbol enabled
Fix issue in saving custom reports
Fix duplicate color display issue in expense graphs

1. Debtor analyze

Create customized Debtor reports on Party ledgers, Product, Cost Centre, Company, etc. You can compare the data of two or more companies. more details

2. Creditor analyze

Create customized Creditor reports on Vendor, Product, Cost Centre, Company, etc. More details

3. Option to choose Currency Symbol

Select the symbol of currency (suffixed to amounts) which will we display as $, £,¥, etc., (US dollar/Pounds, Yen, etc.,)

4. Thousands separators

Thousands separators make it easier to read long numbers. Generally, we keep this to two numbers based on the India format. You can choose these to three numbers for other countries.

5. Month-wise Stock Summary

Shows month-wise inward and outward details along with the closing balance of the selected stock item. more details

Payables Dashboard

View overall Payable amount vendor-wise or overdue days-wise.

Key Highlights

• Top Debtors
• Debtors Breakdown
• Payable Report
• Overdue Vendors
• More Due Vendor

Bills Payables

Additional Growth cards are added at the top of the page and highlight age-wise payable details.
A period filter was added to drill down the report in the detailed view.
Impacts of the bills are highlighted on 3 levels based on the bill’s overdue date.

Low – overdue between 0 to 10 days;
Medium – overdue between 11 to 30 days;
High – overdue above 30 days

CFO Dashboard

Cash-in and Cash-out are consolidated by month wise in CFO Dashboard

Accounts Dashboard

Period filters are added to drill down the report by date.
Receipts & Payment vouchers are listed in the table.
Party wise filter enabled in both vouchers

Stock summary

• Items in multiple Godowns are listed with quantity, rate, and value
• Batch wise details added for all items
• Option to show/hide Zero value items

Statement of Accounts

Growth cards are added and compared with the previous month.