{"id":16842,"date":"2023-07-29T16:10:11","date_gmt":"2023-07-29T10:40:11","guid":{"rendered":"https:\/\/www.hostbooks.com\/in\/?p=16842"},"modified":"2023-08-05T16:16:05","modified_gmt":"2023-08-05T10:46:05","slug":"contact-unique-settings-bulk-edit-line-items-sales-bill-bulk-reconciliation-bank-book-summary-new-print-preview-option-debit-note-expense-etc","status":"publish","type":"post","link":"https:\/\/www.hostbooks.com\/in\/hb\/whats-new\/contact-unique-settings-bulk-edit-line-items-sales-bill-bulk-reconciliation-bank-book-summary-new-print-preview-option-debit-note-expense-etc\/","title":{"rendered":"Contact unique settings, Bulk edit line items in Sales\/Bill, Bulk Reconciliation in Bank Book (Summary), New Print Preview option in Debit Note &#038; Expense, etc."},"content":{"rendered":"<h5><strong>Features Summary:<\/strong><\/h5>\n<ul class=\"highlights-list\">\n<li>Report &#8211; Filter (Zero option) Add in export<\/li>\n<li>Contact &#8211; Unique Setting<\/li>\n<li>Sales\/Bill &#8211; Edit option in Bulk Line items<\/li>\n<li>Cash &#038; Bank &#8211; Bulk Reconciliation in Bank Book (Summary)<\/li>\n<li>Sales Amendment Invoice &#8211; Add Return Month<\/li>\n<li>Sales\/Bill &#8211; Fully Conversion Options(For more than 50 lines items)<\/li>\n<li>Export &#8211; Bulk Export details with User wise<\/li>\n<li>Report &#8211; Branch wise Report Payable Ageing Summary &#038; Receivables Ageing Summary<\/li>\n<li>Report &#8211; Add Line Item description in General Ledger<\/li>\n<li>COA &#8211; Brach wise opening balance import<\/li>\n<li>Pro Inventory &#8211; Inventory Code Auto Generation<\/li>\n<li>Expense &#8211; Add New Print Preview<\/li>\n<li>Debit Note &#8211; Add New Print Preview<\/li>\n<li>Sales\/Bill &#8211; Add Download button<\/li>\n<li>Report &#8211; Add Debit and Credit Amount column in Trial Report<\/li>\n<li>Fixed some Customer issues.<\/li>\n<\/ul>\n<p><strong style=\"color:#ecaf00;\">Report &#8211; Filter (Zero option) Add in export: <\/strong>With this release, we have provision to Export the data as only Zero, or greater than Zero or less than Zero in Inventory List Report.<\/p>\n<p><strong>Available Here: <\/strong>Report  &#8594; Inventory List Report  &#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\/2023\/08\/accounting-report-filter-one.jpg\" alt=\"accounting-report-filter-one\" 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\/2023\/08\/accounting-report-filter-two.jpg\" alt=\"accounting-report-filter-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\/2023\/08\/accounting-report-filter-three.jpg\" alt=\"accounting-report-filter-three\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Contact &#8211; Unique Setting: <\/strong>With this release, we have provision to given Unique Setting option in Contact. You can select CIN, GSTIN, PAN, Contact Name, etc. as unique. You cannot enter the duplicate CIN, GSTIN, PAN, Contact Name, etc. You want to enter the duplicate GSTIN, PAN, etc. then unselect field from Contact Settings.<\/p>\n<p><strong>Available Here: <\/strong>Contacts &#8594; Settings<\/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\/2023\/08\/accounting-contact-unique-one.jpg\" alt=\"accounting-contact-unique-one\" 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\/2023\/08\/accounting-contact-unique-two.jpg\" alt=\"accounting-contact-unique-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Sales\/Bill &#8211; Edit option in Bulk Line items: <\/strong>With this release, we have given to add more than 50 line items in Invoice\/Bill and edit &#038; delete that item.<\/p>\n<p><strong>Available Here: <\/strong>Sales &#8594; Sales Order &#8594; Sales Order View<\/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\/2023\/08\/accounting-sales-bill-edit.jpg\" alt=\"accounting-sales-bill-edit\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Cash &#038; Bank &#8211; Bulk Reconciliation in Bank Book (Summary): <\/strong>With this release, we have provision to reconcile the multiple transaction from Bank Book (Summary).<\/p>\n<p><strong>Available Here: <\/strong>Banking  &#8594; Cash &#038; Bank &#8594; Bank Book (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\/2023\/08\/accounting-cash-and-bank-bulk-one.jpg\" alt=\"cash-and-bank-bulk-one\" 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\/2023\/08\/accounting-cash-and-bank-bulk-two.jpg\" alt=\"cash-and-bank-bulk-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\/2023\/08\/accounting-cash-and-bank-bulk-three.jpg\" alt=\"cash-and-bank-bulk-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\/2023\/08\/accounting-cash-and-bank-bulk-four.jpg\" alt=\"cash-and-bank-bulk-four\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Sales Amendment Invoice &#8211; Add Return Month: <\/strong>With this release, we have given to add return month option in Sales Amendment Invoice.<\/p>\n<p><strong>Available Here: <\/strong>Sales &#8594; Invoice  &#8594; Sale Amendment<\/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\/2023\/08\/accounting-sales-amndnt-invoice-one.jpg\" alt=\"amndnt-invoice-one\" 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\/2023\/08\/accounting-sales-amndnt-invoice-two.jpg\" alt=\"amndnt-invoice-two\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Sales\/Bill &#8211; Fully Conversion Options (For more than 50 lines items): <\/strong>With this release, we have provision to add fully conversion options from Sales Order to Invoice, GRN to Bill, and PO to Bill when more than 50 lines item.<\/p>\n<p><strong>Available Here: <\/strong>Sales &#8594; Sales Order &#8594; Sales Order View<\/p>\n<figure class=\"wp-block-image\">\n\t\t<img decoding=\"async\" src=\"https:\/\/www.hostbooks.com\/in\/wp-content\/uploads\/2023\/08\/accounting-sales-bill-fully-one.jpg\" alt=\"sales-bill-fully-one\" 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\/2023\/08\/accounting-sales-bill-fully-two.jpg\" alt=\"sales-bill-fully-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\/2023\/08\/accounting-sales-bill-fully-three.jpg\" alt=\"sales-bill-fully-three\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Export &#8211; Bulk Export details with User wise: <\/strong>With this release, we have given to bulk export details as user wise. User wise details will come when click on Bulk Export.<\/p>\n<p><strong>Available Here: <\/strong>: Settings &#8594; Admin Configurations &#8594; Import-Export &#8594; Export Request List<\/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\/2023\/08\/accounting-export-bulk-export-one.jpg\" alt=\"export-bulk-export-one\" 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\/2023\/08\/accounting-export-bulk-export-two.jpg\" alt=\"export-bulk-export-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\/2023\/08\/accounting-export-bulk-export-three.jpg\" alt=\"export-bulk-export-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\/2023\/08\/accounting-export-bulk-export-four.jpg\" alt=\"export-bulk-export-four\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Report &#8211; Add Line Item description in General Ledger: <\/strong>With this release, we have given to line item description in General Ledger report.<\/p>\n<p><strong>Available Here: <\/strong>: Reports &#8594; Accounting &#8594; General Ledger<\/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\/2023\/08\/accounting-report-add-line.jpg\" alt=\"accounting-report-add-line\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">COA &#8211; Brach wise opening balance &#038; update Branch via import: <\/strong>With this release, we have given to branch wise opening balance via import option. You can also update the branch or override the branch in Chart of Account.<\/p>\n<p><strong>Available Here: <\/strong>: Settings &#8594; Finance Settings &#8594; Chart of Account &#8594; Import<\/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\/2023\/08\/accounting-coa-branch-wise-one.jpg\" alt=\"coa-branch-wise-one\" 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\/2023\/08\/accounting-coa-branch-wise-two.jpg\" alt=\"coa-branch-wise-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\/2023\/08\/accounting-coa-branch-wise-three.jpg\" alt=\"coa-branch-wise-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\/2023\/08\/accounting-coa-branch-wise-four.jpg\" alt=\"coa-branch-wise-four\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Pro Inventory &#8211; Inventory Code Auto Generation: <\/strong>With this release, we have given to auto generation code and name in Pro inventory.<\/p>\n<p><strong>Available Here: <\/strong>: Pro Inventory &#8594; Add Inventory<\/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\/2023\/08\/accounting-proinventory-inventory-one.jpg\" alt=\"accounting-proinventory-inventory-one\" 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\/2023\/08\/accounting-proinventory-inventory-two.jpg\" alt=\"accounting-proinventory-inventory-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\/2023\/08\/accounting-proinventory-inventory-three.jpg\" alt=\"accounting-proinventory-inventory-three\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Expense: &#8211; Add New Print Preview: <\/strong>With this release, we have provision to add Preview new option in Expense.<\/p>\n<p><strong>Available Here: <\/strong>: Purchase &#8594; Expense &#8594; Expense View &#8594; Print Preview<\/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\/2023\/08\/accounting-expense-addnew-one.jpg\" alt=\"accounting-expense-addnew-one\" 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\/2023\/08\/accounting-expense-addnew-two.jpg\" alt=\"accounting-expense-addnew-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\/2023\/08\/accounting-expense-addnew-three.jpg\" alt=\"accounting-expense-addnew-three\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Debit Note: &#8211; Add New Print Preview: <\/strong>With this release, we have provision to add Preview new option in Debit Note.<\/p>\n<p><strong>Available Here: <\/strong>: Purchase  &#8594; Purchase Debit Note &#8594; Debit Note View &#8594; Print Preview<\/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\/2023\/08\/accounting-debit-note-add-one.jpg\" alt=\"accounting-debit-note-add-one\" 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\/2023\/08\/accounting-debit-note-add-two.jpg\" alt=\"accounting-debit-note-add-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\/2023\/08\/accounting-debit-note-add-three.jpg\" alt=\"accounting-debit-note-add-three\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Sales\/Bill &#8211; Add Download button: <\/strong>With this release, we have provision to download the PDF option on Sales\/Bill view.<\/p>\n<p><strong>Available Here: <\/strong>: Sales &#8594; Invoice &#8594; Invoice view<\/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\/2023\/08\/accounting-sales-bill-add.jpg\" alt=\"accounting-sales-bill-add\" class=\"wp-image\"><br \/>\n\t<\/figure>\n<p><strong style=\"color:#ecaf00;\">Report &#8211; Add Debit and Credit Amount column in Trial balance Report: <\/strong>With this release, we have provision to add debit &#038; credit amount column in opening balance, transaction and closing balance.<\/p>\n<p><strong>Available Here: <\/strong>: Reports &#8594; Financial &#8594; Trial Balance<\/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\/2023\/08\/accounting-report-add-debit-one.jpg\" alt=\"accounting-report-add-debit-one\" 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\/2023\/08\/accounting-report-add-debit-two.jpg\" alt=\"accounting-report-add-debit-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>Internal<\/td>\n<td>Auto HO vendor selection in Bill\/PO for Non company<\/td>\n<\/tr>\n<tr>\n<td>Client Issue<\/td>\n<td>Taking QTY as 3 places i.e. 21.076, after enter the QTY it is round off i.e. 21.080<\/td>\n<\/tr>\n<tr>\n<td>Client Issue<\/td>\n<td>API &#8211; Calculation is not balance<\/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>Contact unique settings, Bulk edit line items in Sales\/Bill, Bulk Reconciliation in Bank Book (Summary), New Print<br \/>\nPreview option in Debit Note &#038; Expense, etc.<\/p>\n","protected":false},"author":1276,"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\/16842"}],"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\/1276"}],"replies":[{"embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/comments?post=16842"}],"version-history":[{"count":1,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/16842\/revisions"}],"predecessor-version":[{"id":16843,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/16842\/revisions\/16843"}],"wp:attachment":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/media?parent=16842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/categories?post=16842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/tags?post=16842"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/yst_prominent_words?post=16842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}