{"id":11907,"date":"2020-09-30T14:46:10","date_gmt":"2020-09-30T09:16:10","guid":{"rendered":"https:\/\/www.hostbooks.com\/in\/?p=11907"},"modified":"2020-12-03T13:45:16","modified_gmt":"2020-12-03T08:15:16","slug":"invoice-level-custom-fields-and-new-gst-setting-released","status":"publish","type":"post","link":"https:\/\/www.hostbooks.com\/in\/hb\/whats-new\/invoice-level-custom-fields-and-new-gst-setting-released\/","title":{"rendered":"Invoice level Custom fields and new GST setting released"},"content":{"rendered":"<h5><strong>Highlights<\/strong><\/h5>\n<ul class=\"highlights-list\">\n<li><strong>Invoice level Custom fields &#8211; <\/strong>New Invoice level Custom fields are given with this release. Users now can define their own custom fields with field type through text number and Date. To define custom fields for the invoice, go into a customized setting, and select the Document type. (Apply for Sales, Sales Export, Credit note, Repeating Invoice, quote, Purchase, Debit Note, Repeating Bill, Receive Money, Spend Money, Purchase Order, Expenses, and Delivery Challan.)<\/li>\n<li><strong>Customized item details &#8211; <\/strong>Users can now select their own relevant fields while creating invoices and bills. They can also select and un-select relevant items from the custom setting.  This feature is available in Customized settings. (Apply for Sales, Sales Export, Credit note, Repeating Invoice, quote, Purchase, Debit Note, Repeating Bill, Receive Money, Spend Money, Purchase Order, Expenses, and Delivery Challan.)<\/li>\n<li><strong>Item level custom fields &#8211; <\/strong>Users can now define their own columns for line items and can define their own fields with date, text, and number. In numbers fields, behavior as positive or negative can be managed, whether the tax effect is there or not. Users can define accounts also, and can also set calculation effects. (Apply for Sales, Sales Export, Credit note, Repeating Invoice, quote, Purchase, Debit Note, Repeating Bill, Receive Money, Spend Money, Purchase Order, Expenses, and Delivery Challan.)<\/li>\n<li><strong>New Import<\/strong>\n<ul type=\"disk\">\n<li><strong>Bill Import &#8211; <\/strong>By the new bill import feature, users can import excel sheets after selecting relevant fields given in the software.<\/li>\n<li><strong>Expanse Import &#8211; <\/strong>By the new Expense import feature, now users can import their own excel sheet after selecting relevant fields given in the software.<\/li>\n<li><strong>Chart of Account Import &#8211; <\/strong>With the new Chart of Account import feature, users can import their own excel sheet only he has to select relevant fields given in the software.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Document-level Discount &#8211; <\/strong>As per customer suggestion now users can define document level discounts and also adjust it against any ledger.<\/li>\n<li><strong>Subsidy \u2013 <\/strong>New option provided in custom setting for Subsidy. Users can add subsidy in invoice line items.<\/li>\n<li><strong>HostBooks Service2 \u2013 <\/strong>New option Service2 for adding Bank account go for Update Bank Account option. In the first phase, it works for a Saving Account.<\/li>\n<li><strong>New GL Report- <\/strong>Users can view all the details of Ledger in a single report. Users can set the column as per our requirement through Report settings and filter the data accordingly.<\/li>\n<li><strong>Design Changes &#8211; <\/strong>To make the software more user-friendly and easy to use, the design of the software is improved.  (Apply in Sales, Quote, Delivery Challan, Purchase, Purchase Order, and Bank )<\/li>\n<li><strong>Document series setting &#8211; <\/strong>A new concept is introduced in this release so that users can define their own series in multiple ways.<\/li>\n<li><strong>New Day Book entry &#8211; <\/strong>The New Day Book entry has become more effective.<\/li>\n<li><strong>Excel Export Option for Purchase \u2013 <\/strong>Users can export Purchase data in excel as per the selection of columns.<\/li>\n<li><strong>Excel Export Option for Expense \u2013 <\/strong>Users can export Expense data in excel as per the selection of columns.<\/li>\n<li><strong>Excel Export Option for Sales \u2013 <\/strong>Users can export Sales data in excel as per the selection of columns.<\/li>\n<li><strong>Excel Export Option for Inventory \u2013 <\/strong>Users can export Inventory data in excel as per the selection of columns.<\/li>\n<li><strong>Organization Creation &#8211; <\/strong>New look and feel feature has been provided to the organization creation module.<\/li>\n<li><strong>Upload Document &#8211; All Modules &#8211; <\/strong>Improvement and bugs have been fixed in Upload Document.<\/li>\n<li><strong>Multiple Payment options &#8211; <\/strong>Users can make multiple payments in one invoice or bill.<\/li>\n<li><strong>New Listing page &#8211; <\/strong>New design with more features are provided in this release. Maximum information on the listing page has been shown which makes it easier to understand.\n<ul type=\"disk\">\n<li>Sales<\/li>\n<li>Purchase<\/li>\n<li>Delivery Challan<\/li>\n<li>Bank<\/li>\n<\/ul>\n<\/li>\n<li><strong>Sales Template &#8211; <\/strong>Users can also add the Custom field in Template.<\/li>\n<li><strong>Inventory Item per page &#8211; <\/strong>Apply pagination on the inventory listing page and in the Last transaction.<\/li>\n<li><strong>Trading and Profit &amp; Account \u2013 <\/strong> New Accounting report of Trading and Profit &amp; Loss Account has been created to fulfill user requirements.<\/li>\n<li><strong>GST Settings \u2013 <\/strong>New GST setting has been made in Financial Setting to sync GST data:\n<ul type=\"disk\">\n<li>Enable GST Auto Sync with From and To date.<\/li>\n<li>Reset GST Sync to sync all data again<\/li>\n<\/ul>\n<\/li>\n<li>Major and Minor Customer Issues are resolved.<\/li>\n<\/ul>\n<h5>Invoice Custom Field<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/invoice-custom-fields.jpg\" alt=\"invoice-custom-fields\" class=\"wp-image\"><\/figure>\n<h5>Custom Invoice fields in sales creation<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/custom-invoice-field-in-sales-creation.jpg\" alt=\"custom-invoice-field-in-sales-creation\" class=\"wp-image\"><\/figure>\n<h5>Custom Item details selection in customized setting<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/custom-item-details-selection-in-customized-setting.jpg\" alt=\"custom-item-details-selection-in-customized-setting\" class=\"wp-image\"><\/figure>\n<h5>Custom Item details showing in sales<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/custom-item-details-showing-in-sales.jpg\" alt=\"custom-item-details-showing-in-sales\" class=\"wp-image\"><\/figure>\n<h5>Item Custom Fields in Customized setting<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/item-custom-fields-in-customized-setting.jpg\" alt=\"item-custom-fields-in-customized-setting\" class=\"wp-image\"><\/figure>\n<h5>Item Custom Fields in Invoice Creation<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/item-custom-fields-in-invoice-creation.jpg\" alt=\"item-custom-fields-in-invoice-creation\" class=\"wp-image\"><\/figure>\n<h5>Bill import feature<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/bill-import-feature.jpg\" alt=\"bill-import-feature\" class=\"wp-image\"><\/figure>\n<h5>Expense Claim import feature<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/expense-claim-import-feature.jpg\" alt=\"expense-claim-import-feature\" class=\"wp-image\"><\/figure>\n<h5>Chart of Accounts import feature<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/chart-of-accounts-import-feature.jpg\" alt=\"chart-of-accounts-import-feature\" class=\"wp-image\"><\/figure>\n<h5>Document Level Discount feature<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/document-level-discount-feature.jpg\" alt=\"document-level-discount-feature\" class=\"wp-image\"><\/figure>\n<h5>Subsidy feature in Sales<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/subsidy-feature-in-sales.jpg\" alt=\"subsidy-feature-in-sales\" class=\"wp-image\"><\/figure>\n<h5>New General Ledger<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/new-general-ledger.jpg\" alt=\"new-general-ledger\" class=\"wp-image\"><\/figure>\n<h5>New General Ledger<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/new-general-ledger-a.jpg\" alt=\"new-general-ledger-a\" class=\"wp-image\"><\/figure>\n<h5>New General Ledger<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/new-general-ledger-b.jpg\" alt=\"new-general-ledger-b\" class=\"wp-image\"><\/figure>\n<h5>New General Ledger<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/new-general-ledger-c.jpg\" alt=\"new-general-ledger-c\" class=\"wp-image\"><\/figure>\n<h5>Document Series setting<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/document-series-setting.jpg\" alt=\"document-series-setting\" class=\"wp-image\"><\/figure>\n<h5>Design Changes-01<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/design-changes-01.jpg\" alt=\"design-changes-01\" class=\"wp-image\"><\/figure>\n<h5>Design Changes-02<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/design-changes-02.jpg\" alt=\"design-changes-02\" class=\"wp-image\"><\/figure>\n<h5>Design Changes-03<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/design-changes-03.jpg\" alt=\"design-changes-03\" class=\"wp-image\"><\/figure>\n<h5>Design Changes-04<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/design-changes-04.jpg\" alt=\"design-changes-04\" class=\"wp-image\"><\/figure>\n<h5>Design Changes-05<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/design-changes-05.jpg\" alt=\"design-changes-05\" class=\"wp-image\"><\/figure>\n<h5>Day Book<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/day-book.jpg\" alt=\"day-book\" class=\"wp-image\"><\/figure>\n<h5>Excel Export-Purchase<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/excel-export-purchase.jpg\" alt=\"excel-export-purchase\" class=\"wp-image\"><\/figure>\n<h5>Excel Export-Expenses<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/excel-export-expense.jpg\" alt=\"excel-export-expense\" class=\"wp-image\"><\/figure>\n<h5>Excel Export-Sale<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/excel-export-sales.jpg\" alt=\"excel-export-sales\" class=\"wp-image\"><\/figure>\n<h5>Excel Export-Inventory<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/excel-export-inventory.jpg\" alt=\"excel-export-inventory\" class=\"wp-image\"><\/figure>\n<h5>Organization-01<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/organization-01.jpg\" alt=\"organization-01\" class=\"wp-image\"><\/figure>\n<h5>Organization-02<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/organization-02.jpg\" alt=\"organization-02\" class=\"wp-image\"><\/figure>\n<h5>Upload Document<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/upload-document.jpg\" alt=\"upload-document\" class=\"wp-image\"><\/figure>\n<h5>Multiple Payments<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/multiple-payment.jpg\" alt=\"multiple-payment\" class=\"wp-image\"><\/figure>\n<h5>Listing Page &#8211; Sales<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/listing-page-sales.jpg\" alt=\"listing-page-sales\" class=\"wp-image\"><\/figure>\n<h5>Listing Page &#8211; Purchase<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/listing-page-purchase.jpg\" alt=\"listing-page-purchase\" class=\"wp-image\"><\/figure>\n<h5>Listing Page \u2013 Delivery Challan<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/listing-page-delivery-challan.jpg\" alt=\"listing-page-delivery-challan\" class=\"wp-image\"><\/figure>\n<h5>Listing Page \u2013 Delivery Challan<\/h5>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/listing-page-delivery-challan-a.jpg\" alt=\"listing-page-delivery-challan-a\" class=\"wp-image\"><\/figure>\n<h5>Listing Page \u2013 Bank<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/listing-page-bank.jpg\" alt=\"listing-page-bank\" class=\"wp-image\"><\/figure>\n<h5>Template-Sales<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/templet-sales.jpg\" alt=\"templet-sales\" class=\"wp-image\"><\/figure>\n<h5>Inventory Item per page<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/inventory-item-per-page.jpg\" alt=\"inventory-item-per-page\" class=\"wp-image\"><\/figure>\n<h5>Finbox<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/finbox.jpg\" alt=\"finbox\" class=\"wp-image\"><\/figure>\n<h5>Finbox 01<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/finbox-01.jpg\" alt=\"finbox-01\" class=\"wp-image\"><\/figure>\n<h5>Finbox-02<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/finbox-02.jpg\" alt=\"finbox-02\" class=\"wp-image\"><\/figure>\n<h5>Finbox-03<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/finbox-03.jpg\" alt=\"finbox-03\" class=\"wp-image\"><\/figure>\n<h5>Trading and Profit &amp; Loss Account Report<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/trading-profit-and-loss-account-report.jpg\" alt=\"trading-profit-and-loss-account-report\" class=\"wp-image\"><\/figure>\n<h5>New GST Sync Settings<\/h5>\n<figure class=\"wp-block-image\">\n\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2020\/12\/new-gst-sync-settings.jpg\" alt=\"\" class=\"wp-image\"><\/figure>\n<p>We&#8217;re always excited to hear from you! If you have any feedback, questions or concerns, please email us at: <a href=\"mailto:qa@hostbooks.com\" title=\"Email Us\">qa@hostbooks.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Invoice level Custom fields, Customized settings, Bill import feature, and new GST settings have been released. <\/p>\n","protected":false},"author":1266,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9292,9291],"tags":[],"yst_prominent_words":[],"_links":{"self":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/11907"}],"collection":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/users\/1266"}],"replies":[{"embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/comments?post=11907"}],"version-history":[{"count":1,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/11907\/revisions"}],"predecessor-version":[{"id":11939,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/11907\/revisions\/11939"}],"wp:attachment":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/media?parent=11907"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/categories?post=11907"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/tags?post=11907"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/yst_prominent_words?post=11907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}