{"id":17669,"date":"2023-12-02T14:18:12","date_gmt":"2023-12-02T08:48:12","guid":{"rendered":"https:\/\/www.hostbooks.com\/in\/?p=17669"},"modified":"2023-12-07T14:19:58","modified_gmt":"2023-12-07T08:49:58","slug":"add-remarks-quote-add-declaration-print-add-user-access-manager-user-management-add-branch-wise-lock-date-add-project-summary-report-add-advance-tds-adjustment-etc","status":"publish","type":"post","link":"https:\/\/www.hostbooks.com\/in\/hb\/whats-new\/add-remarks-quote-add-declaration-print-add-user-access-manager-user-management-add-branch-wise-lock-date-add-project-summary-report-add-advance-tds-adjustment-etc\/","title":{"rendered":"Add remarks in Quote, Add declaration in Print, Add User Access Manager in User management, Add Branch wise lock date, Add Project Summary Report, Add Advance TDS Adjustment, etc."},"content":{"rendered":"
Features<\/strong><\/h5>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
S.No.<\/strong><\/th>\nDescription<\/strong><\/th>\nType<\/strong><\/th>\n<\/tr>\n<\/thead>\n
1.<\/td>\nCash & Bank – Add negative flag for Cash and hand type<\/td>\nNew Features<\/td>\n<\/tr>\n
2.<\/td>\nContact – Add 2 lists in Document type<\/td>\nEnhancement<\/td>\n<\/tr>\n
3.<\/td>\nContact – PAN based CIN mandatory<\/td>\nEnhancement<\/td>\n<\/tr>\n
4.<\/td>\nContact – Add MSME fields in Export<\/td>\nEnhancement<\/td>\n<\/tr>\n
5.<\/td>\nApproval Matrix – Add Department, Warehouse<\/td>\nEnhancement<\/td>\n<\/tr>\n
6.<\/td>\nBill\/GRN\/PO – A popup message comes for amount change<\/td>\nEnhancement<\/td>\n<\/tr>\n
7.<\/td>\nPro Inventory – Add Running Feet units<\/td>\nEnhancement<\/td>\n<\/tr>\n
8.<\/td>\nReport – Add Branch, Category & Other Tax Rate in Inventory Report List<\/td>\nEnhancement<\/td>\n<\/tr>\n
9.<\/td>\nReport – Add warehouse movement<\/td>\nEnhancement<\/td>\n<\/tr>\n
10.<\/td>\nQuote – Add Remarks option<\/td>\nNew Features<\/td>\n<\/tr>\n
11.<\/td>\nContact – Add fields in Import<\/td>\nEnhancement<\/td>\n<\/tr>\n
12.<\/td>\nContact – Add Import\/Export for Customer\/Vendor tagging<\/td>\nEnhancement<\/td>\n<\/tr>\n
13.<\/td>\nPO\/GRN – Add line item filter option<\/td>\nEnhancement<\/td>\n<\/tr>\n
14.<\/td>\nPrint Template – Add Declaration<\/td>\nEnhancement<\/td>\n<\/tr>\n
15.<\/td>\nUser Management – Add User Access Manager<\/td>\nNew Features<\/td>\n<\/tr>\n
16.<\/td>\nLock Date – Add Branch wise lock Date<\/td>\nNew Features<\/td>\n<\/tr>\n
17.<\/td>\nReport – Large data export in Sale Order, Purchase Order, Credit note report<\/td>\nEnhancement<\/td>\n<\/tr>\n
18.<\/td>\nTDS – Enable TDS feature in Chart of Account<\/td>\nEnhancement<\/td>\n<\/tr>\n
19.<\/td>\nReport – Add Project Summary Report<\/td>\nEnhancement<\/td>\n<\/tr>\n
20.<\/td>\nTDS – Advance TDS Adjustment<\/td>\nEnhancement<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Cash & Bank – Add negative flag for Cash in hand type: <\/strong>With this release, we have given to add negative flag for Cash in Hand Bank name. If select Cash negative feature, then you can’t pay the amount in negative.<\/p>\n

Available Here: <\/strong>Banking → Cash & Bank → Add Bank Account<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-cash-bank\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Contact – Add 2 lists in Document type: <\/strong>With this release, we have given to add COI & TAN Letter option in document type. You can upload the document of COI & TAN Letter.<\/p>\n

Available Here: <\/strong>Contacts → Add Contact → Upload KYC document<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting
\n<\/figure>\n

Contact – PAN based CIN mandatory: <\/strong>With this release, we have made CIN mandatory as per PAN.<\/p>\n

Available Here: <\/strong>Contacts → Add Contact<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"ccounting-contact-pan-based\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Contact – Add MSME fields in Export: <\/strong>With this release, we have given to add MSME registration Date & No in Contact Export.<\/p>\n

Available Here: <\/strong>Contacts → Add Contact → Export<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-contact-add-msme\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Approval Matrix – Add Department, Warehouse: <\/strong>With this release, we have given to add department & warehouse Approval Matrix. You can manage permission as per department and warehouse wise.<\/p>\n

Available Here: <\/strong>Settings → Admin Configurations → User Management → Approval Matrix<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-approval-matrix\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Bill\/GRN\/PO – A popup message comes for amount change: <\/strong>With this release, we have provision to create PO, GRN or Bill and change the amount then a popup message comes for amount changes.<\/p>\n

Available Here: <\/strong>Purchase → Purchases → Add Purchase Invoice<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-bill-grnpo\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Pro Inventory – Add Running Feet units: <\/strong>With this release, we have given to add Running Feet in Base lists.<\/p>\n

Available Here: <\/strong>Pro Inventory → Add Inventory<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-proinventory-addrunning\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Report – Add Branch, Category & Other Tax Rate in Inventory Report List: <\/strong>With this release, we have given to add Branch, Category, warehouse Name, & other tax rate column in Inventory list report. You can see Branch, warehouse wise available inventory.<\/p>\n

Available Here: <\/strong>Report → Inventory → Inventory list report<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-report-add-branch\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Report – Add warehouse movement: <\/strong>With this release, we have given to add Exclude warehouse movement option in Stock Category Summary & Stock Ledger report. You can see the data without warehouse entry (MRN & MTN).<\/p>\n

Available Here: <\/strong>Reports → Inventory → Stock Ledger<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"accounting-report-addwarehouse\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Quote – Add Remarks option: <\/strong>With this release, we have given to add Remarks option in Quote option. You can add Quote Source & Competitor from Quotation Settings.<\/p>\n

Available Here: <\/strong>Sales → Quote → View Quote Option<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"quote-add-remarks-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"acunting-quote-add-remarks-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"acunting-quote-add-remarks-three\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"acunting-quote-add-remarks-four\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Contact – Add fields in Import: <\/strong>With this release, we have given to add multiple First Name, Last Name, Email & Contact No for a particular one Contact via Import.<\/p>\n

Available Here: <\/strong>Contacts → Import<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"acunting-contact-add-fields\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Contact – Add Import\/Export for Customer\/Vendor tagging: <\/strong>With this release, we have given to add Import\/Export option for Customer\/Vendor Tagging for a Contact.<\/p>\n

Available Here: <\/strong>Contacts → Add Contact → Customer\/Vendor Tagging<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"contact-addimport-export\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

PO\/GRN – Add line item filter option: <\/strong>With this release, we have given to filter the item from PO → GRN, PO → Bill and GRN → Bill. You can select that item which need to add in Bill or GRN.<\/p>\n

Available Here: <\/strong>Purchase → PO<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"acunting-pogrn-addline\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Print Template – Add Declaration: <\/strong>With this release, we have given to add declaration option in Print Template for Sales Export. You can enable the fields from Customization setting for showing on Print Template and UI.<\/p>\n

Available Here: <\/strong>Sales → Invoice → Export Invoice<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

Set the declaration from Customization Settings.<\/p>\n

\n\t\"print-template-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Add fields from Customization Settings<\/p>\n

\n\t\"print-template-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Enable it from Print Template.<\/p>\n

\n\t\"print-template-three\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Export Invoice<\/p>\n

\n\t\"print-template-four\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

User Management – Add User Access Manager: <\/strong>With this release, we have given to all action as per User wise. You can see who add Invoice, update or delete and receive the payment.<\/p>\n

Available Here: <\/strong>Settings → Admin Configurations → User Management → User Access Manager<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"acunting-user-management\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Lock Date – Add Branch wise lock Date: <\/strong>With this release, we have provision to add branch wise lock date.<\/p>\n

Available Here: <\/strong>Settings → Organisation Settings → Financial<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"acunting-lock-date\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Report – Large data export in Sale Order, Purchase Order, Credit note report: <\/strong>With this release, we have provision to Export 15K records with pagination in Sales Order, Purchase Order & Credit Note Report.<\/p>\n

Available Here: <\/strong>Reports → Sales → Sales Report<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"report-large-data-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"report-large-data-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

TDS – Enable TDS feature in Chart of Account: <\/strong>With this release, we have provision to add TDS Applicable in Other current Assets, Inventories Parent Group.<\/p>\n

Available Here: <\/strong>Settings → Finance Settings → Chart of Account → Add Account<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"acunting-tds-enable\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Report – Add Project Summary Report: <\/strong>With this release, we have provision to add Project Summary Report. You can see all project details.<\/p>\n

Available Here: <\/strong>Reports → Project Reports → Project Summary Report<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"report-addproject-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"report-addproject-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"report-addproject-three\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

TDS – Advance TDS Adjustment: <\/strong>With this release, we have given to add advance TDS adjustment option in Bill.<\/p>\n

Available Here: <\/strong>Purchases → Purchase → Add Purchase Invoice<\/p>\n

Please referrer below screenshot for your help.<\/p>\n

\n\t\"acunting-tds-advance-one\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n
\n\t\"acunting-tds-advance-two\"\n\t\tclass=\"wp-image\"
\n<\/figure>\n

Bugs:<\/strong><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Bug Id<\/th>\nDiscription<\/th>\n<\/tr>\n<\/thead>\n
Client Issue<\/td>\nGRN conversion cost issue<\/td>\n<\/tr>\n
Client Issue<\/td>\nUOM Code issue for E-invoice & Eway Bill Generation<\/td>\n<\/tr>\n
Client Issue<\/td>\nSetting-Import\/Export Button is not working (GSTR 1)<\/td>\n<\/tr>\n
Client Issue<\/td>\nContact Opening Invoice Amount Adjustment Issue<\/td>\n<\/tr>\n
Client Issue<\/td>\nWarehouse validation issue<\/td>\n<\/tr>\n
Client Issue<\/td>\nIn Department column cost center should not be present (MRN & MTN)<\/td>\n<\/tr>\n
Client Issue<\/td>\nDepartment Should be comes according to the selected Branch (MRN & MTN)<\/td>\n<\/tr>\n
Client Issue<\/td>\nWarehouse should be come According to the Branch in Qty Allocation (MRN & MTN)<\/td>\n<\/tr>\n
Client Issue<\/td>\nMRN Document no required in stock ledger report for Purchase GRN<\/td>\n<\/tr>\n
Client Issue<\/td>\nRole & Permission issue<\/td>\n<\/tr>\n
Client Issue<\/td>\nDeleting sales invoice showing in invoice statement report<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

We’re always excited to hear from you! If you have any feedback, questions or concerns, please email us at: qa@hostbooks.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

Add remarks in Quote, Add declaration in Print, Add User Access Manager in User management, Add Branch wise lock date, Add Project Summary Report, Add Advance TDS Adjustment, etc.<\/p>\n","protected":false},"author":1276,"featured_media":0,"comment_status":"closed","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\/17669"}],"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=17669"}],"version-history":[{"count":1,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/17669\/revisions"}],"predecessor-version":[{"id":17670,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/17669\/revisions\/17670"}],"wp:attachment":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/media?parent=17669"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/categories?post=17669"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/tags?post=17669"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/yst_prominent_words?post=17669"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}