{"id":14444,"date":"2022-11-22T17:31:16","date_gmt":"2022-11-22T12:01:16","guid":{"rendered":"https:\/\/www.hostbooks.com\/in\/?p=14444"},"modified":"2022-11-24T17:35:09","modified_gmt":"2022-11-24T12:05:09","slug":"hb-neo-razorpayx-trail-balance-new-purchase-summary","status":"publish","type":"post","link":"https:\/\/www.hostbooks.com\/in\/hb\/whats-new\/hb-neo-razorpayx-trail-balance-new-purchase-summary\/","title":{"rendered":"HB Neo (RazorpayX), Trail Balance New, Purchase Summary"},"content":{"rendered":"<h5><strong>Features:<\/strong><\/h5>\n<ul class=\"highlights-list\">\n<li>HB Neo (RazorpayX)<\/li>\n<li>Trial Balance New Report<\/li>\n<li>Purchase Summary Report<\/li>\n<li>Customize Columns setting on Listing page (Quote, Sales Order, Delivery Challan, Credit Note, etc.)<\/li>\n<li>UI changes of Listing page <\/li>\n<li>New Pagination<\/li>\n<li>New Fields added in Export<\/li>\n<li>Fixed some Customer issues.<\/li>\n<\/ul>\n<p><strong style=\"color:#ecaf00;\">HB Neo (RazorpayX): <\/strong>With this release, we have provided new payment method of<br \/>\n\t\tRazorpayX. RazorpayX is enabled in ICICI and RBL bank. Now you can make the payment through RazorpayX from<br \/>\n\t\tBill and Expense.<\/p>\n<p><strong>Available Here: <\/strong>Settings &#8594; Payment Management and Neo Banking &#8594; HB Neo (RazorpayX)\n\t<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<p>Add RazorpayX from Bank.<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-add-razorpay-from-bank.jpg\"\n\t\t\talt=\"release-note-accounting-india-add-razorpay-from-bank.jpg\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p>Click RazorpayX<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-click-razorpay-x.jpg\"\n\t\t\talt=\"release-note-accounting-india-click-razorpay-x\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-click-razorpay-x-two.jpg\"\n\t\t\talt=\"release-note-accounting-india-click-razorpay-x-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-click-razorpay-x-three.jpg\"\n\t\t\talt=\"release-note-accounting-india-click-razorpay-x-three\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-click-razorpay-x-four.jpg\"\n\t\t\talt=\"release-note-accounting-india-click-razorpay-x-four\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Trial Balance New: <\/strong> With this release, we have provided new Trial<br \/>\n\t\tBalance report with Group and Ledger wise and it gets uploaded fast with huge data. <\/p>\n<p><strong>Available Here: <\/strong>Reports &#8594; Financial &#8594; Trial Balance New<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-please-referrer-below-screenshot-for-your-help.jpg\"\n\t\t\talt=\"accounting-india-please-referrer-below-screenshot-for-your-help\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-please-referrer-below-screenshot-for-your-help-two.jpg\"\n\t\t\talt=\"release-note-accounting-india-please-referrer-below-screenshot-for-your-help-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong>Group-wise<\/strong><\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-group-wise.jpg\" alt=\"release-note-accounting-india-group-wise\"\n\t\t\tclass=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong>Ledger-wise<\/strong><\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-ledger-wise.jpg\" alt=\"release-note-accounting-india-ledger-wise\"\n\t\t\tclass=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong>Export<\/strong><\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-export.jpg\" alt=\"release-note-accounting-india-export\"\n\t\t\tclass=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Purchase Summary Report: <\/strong>With this release, we have provided vendor wise<br \/>\n\t\tPurchase Summary report for faster access with all Purchases, Expense and Debit Note <\/p>\n<p><strong>Available Here: <\/strong>Reports &#8594; Purchase &#8594; Purchase Summary<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-purchase-summary-plz-referrer-below-scnshot.jpg\"\n\t\t\talt=\"general-ledger-account-search-update\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-purchase-summary-plz-referrer-below-scnshot-two.jpg\"\n\t\t\talt=\"general-ledger-account-search-update-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-india-purchase-summary-plz-referrer-below-scnshot-three.jpg\"\n\t\t\talt=\"general-ledger-account-search-update-three\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Customize Columns setting on Listing page: <\/strong>With this release we have<br \/>\n\t\tgiven provision to user to customize columns in the below modules of listing page:-<\/p>\n<ol type=\"I\">\n<li>Quote<\/li>\n<li>Sales Order<\/li>\n<li>Delivery Challan<\/li>\n<li>Credit Note<\/li>\n<li>Purchase Order<\/li>\n<li>Goods Receipt Note<\/li>\n<li>Debit Note<\/li>\n<li>Expense<\/li>\n<li>Manual Journal<\/li>\n<li>Manufacturing Journal<\/li>\n<\/ol>\n<p><strong>Available Here: <\/strong>Sales &#8594; Quote &#8594; Listing page<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-customize-columns-plz-referrer-below-scnshot.jpg\"\n\t\t\talt=\"release-note-accounting-customize-columns-plz-referrer-below-scnshot\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-customize-columns-plz-referrer-below-scnshot-two.jpg\"\n\t\t\talt=\"release-note-accounting-customize-columns-plz-referrer-below-scnshot-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">UI changes of Listing page: <\/strong>With this release we have given new ui of<br \/>\n\t\tSales, Bill, etc. listing pages.<\/p>\n<p><strong>Available Here: <\/strong>Sales &#8594; Sale &#8594; Listing page<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-ui-changes-plz-referrer-below-scnshot.jpg\"\n\t\t\talt=\"release-note-accounting-ui-changes-plz-referrer-below-scnshot\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-ui-changes-plz-referrer-below-scnshot-two.jpg\"\n\t\t\talt=\"release-note-accounting-ui-changes-plz-referrer-below-scnshot-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p>Click on Customer Name then it is redirected to Customer view page<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-click-on-customer-name-then-it-redirected.jpg\"\n\t\t\talt=\"release-note-accounting-click-on-customer-name-then-it-redirected\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-click-on-customer-name-then-it-redirected-two.jpg\"\n\t\t\talt=\"accounting-click-on-customer-name-then-it-redirected-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p>Click on Invoice Number then it is redirected to Invoice view page<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-click-on-invoice-number.jpg\"\n\t\t\talt=\"release-note-accounting-click-on-invoice-number.jpg\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-click-on-invoice-number-two.jpg\"\n\t\t\talt=\"release-note-accounting-click-on-invoice-number-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">New Pagination: <\/strong>With this release, we have introduced new pagination. Now<br \/>\n\t\tyou can move from first page to last page and also move those pages which you have to define the pages number.\n\t<\/p>\n<p><strong>Available Here: <\/strong>Sales &#8594; Sale &#8594; Listing page<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-new-pagination-plz-referrer-below-scnshot.jpg\"\n\t\t\talt=\"release-note-accounting-new-pagination-plz-referrer-below-scnshot\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-new-pagination-plz-referrer-below-scnshot-two.jpg\"\n\t\t\talt=\"release-note-accounting-new-pagination-plz-referrer-below-scnshot-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">New Fields added in Export: <\/strong>With this release, we have provided new<br \/>\n\t\tfields Service Charge, Packing Charge and Making Charge in Export (Sales, Bills, Expense, etc.)<\/p>\n<p><strong>Available Here: <\/strong>: Sales  &#8594; Invoice &#8594; Export<\/p>\n<p>Please referrer below screenshot for your help.<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-new-fields-added-in-export-plz-referrer-below-scnshot.jpg\"\n\t\t\talt=\"release-note-accounting-new-fields-added-in-export-plz-referrer-below-scnshot\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2022\/11\/release-note-accounting-new-fields-added-in-export-plz-referrer-below-scnshot-two.jpg\"\n\t\t\talt=\"release-note-accounting-new-fields-added-in-export-plz-referrer-below-scnshot-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Bugs:<\/strong>We have fixed some Customer issues.<\/p>\n<table>\n<thead>\n<tr>\n<th>Bug Id<\/th>\n<th>Discription<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>21388<\/td>\n<td>Cash payment is not showing correct on Dashboard.<\/td>\n<\/tr>\n<tr>\n<td>21341<\/td>\n<td>HB Neo Bank (ICICI) is coming twice.<\/td>\n<\/tr>\n<tr>\n<td>20772<\/td>\n<td>Company Email ID is not going in GST.<\/td>\n<\/tr>\n<tr>\n<td>21345<\/td>\n<td>Unable to delete Bill.<\/td>\n<\/tr>\n<tr>\n<td>21362<\/td>\n<td>Unable to delete Bank Statement<\/td>\n<\/tr>\n<tr>\n<td>21319<\/td>\n<td>Manual Data is not showing in view page<\/td>\n<\/tr>\n<tr>\n<td>21317<\/td>\n<td>Unable to delete Sales.<\/td>\n<\/tr>\n<tr>\n<td>Internal<\/td>\n<td>API and other issue of SS Mobile<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>We&#8217;re always excited to hear from you! If you have any feedback, questions or concerns, please email us at:<br \/>\n\t\t<a href=\"mailto:qa@hostbooks.com\" title=\"Email Us\">qa@hostbooks.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>HB Neo (RazorpayX), Trail Balance New, Purchase Summary<\/p>\n","protected":false},"author":1267,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9292,9291],"tags":[],"yst_prominent_words":[283],"_links":{"self":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/14444"}],"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\/1267"}],"replies":[{"embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/comments?post=14444"}],"version-history":[{"count":2,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/14444\/revisions"}],"predecessor-version":[{"id":14446,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/14444\/revisions\/14446"}],"wp:attachment":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/media?parent=14444"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/categories?post=14444"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/tags?post=14444"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/yst_prominent_words?post=14444"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}