{"id":18803,"date":"2024-08-30T17:02:42","date_gmt":"2024-08-30T11:32:42","guid":{"rendered":"https:\/\/www.hostbooks.com\/in\/hb\/?p=18803"},"modified":"2024-09-10T17:04:02","modified_gmt":"2024-09-10T11:34:02","slug":"adding-contact-update-fields-option-import-adding-revenue-graph-dashboard-adding-unsettled-credit-separately-option-customer-vendor-ageing-report-adding-bulk-update-account-regime","status":"publish","type":"post","link":"https:\/\/www.hostbooks.com\/in\/hb\/whats-new\/adding-contact-update-fields-option-import-adding-revenue-graph-dashboard-adding-unsettled-credit-separately-option-customer-vendor-ageing-report-adding-bulk-update-account-regime\/","title":{"rendered":"Adding Contact Update fields option in Import, adding Revenue graph on Dashboard, adding Unsettled Credit Separately option in Customer & Vendor Ageing Report, adding Bulk update Account and Regime & Rate, etc."},"content":{"rendered":"
Features<\/strong><\/h5>\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>\nDashboard – Add Revenue graph<\/td>\nEnhancement<\/td>\n<\/tr>\n
2.<\/td>\nReport – Add Unsettled Credit Separately option in Customer & Vendor Ageing Report<\/td>\nEnhancement<\/td>\n<\/tr>\n
3.<\/td>\nReport – Add Branch in Sales Period Summary, Sales Summary Detailed, Purchase Period Summary, and Purchase Summary Detailed<\/td>\nEnhancement<\/td>\n<\/tr>\n
4.<\/td>\nPro Inventory – Add Amount Are field<\/td>\nEnhancement<\/td>\n<\/tr>\n
5.<\/td>\nSales\/Bill – Add Bulk update Account and Regime & Rate<\/td>\nEnhancement<\/td>\n<\/tr>\n
6.<\/td>\nSales Order – Add Purchase Order No and Purchase Order date column on listing page<\/td>\nEnhancement<\/td>\n<\/tr>\n
7.<\/td>\nConversion – Update Delivery challan is not edit or delete in Branch Transfer<\/td>\nEnhancement<\/td>\n<\/tr>\n
8.<\/td>\nReport – Add PR\/SO No on listing of Purchase Cycle Report<\/td>\nEnhancement<\/td>\n<\/tr>\n
9.<\/td>\nImport – Add Contact Update fields option in Import<\/td>\nNew Features<\/td>\n<\/tr>\n
10.<\/td>\nConversion – Add unit price in line item of GRN, which is created from Open PO (Price Fixed)<\/td>\nEnhancement<\/td>\n<\/tr>\n
11.<\/td>\nExport – Add Item Sr. No, IMEI No, Chasis No, Other Identification No., & Engine No in Sales Export<\/td>\nEnhancement<\/td>\n<\/tr>\n
12.<\/td>\nInvoice Receipt – Add Date Range fields<\/td>\nEnhancement<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Dashboard – Add Revenue graph: <\/strong>With this release, we have provision to Revenue graph on Dashboard. You can see 20 ledger revenue for a defined period.<\/p>\n

Available Here: <\/strong>Desk → Expense\/Revenue<\/p>\n

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

\n\t\"acctng-30aug24-1\"
\n<\/figure>\n

<\/p>\n

\n\t\"acctng-30aug24-2\"
\n<\/figure>\n

Report – Add Unsettled Credit Separately option in Customer & Vendor Ageing Report: <\/strong>With this release, we have provision to add Unsettled Credit Separately option in Customer & Vendor Ageing Report. You can see unmapped data in unsettled Credits column and also see Bad Debts data.<\/p>\n

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

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

\n\t\"acctng-30aug24-3\"
\n<\/figure>\n

<\/p>\n

\n\t\"acctng-30aug24-4\"
\n<\/figure>\n

Report – Add Branch in Sales Period Summary, Sales Summary Detailed, Purchase Period Summary, and Purchase Summary Detailed: <\/strong>With this release, we have provision to add branch wise data show in Sales Period Summary, Sales Summary Detailed, Purchase Period Summary, and Purchase Summary Detailed.<\/p>\n

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

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

\n\t\"acctng-30aug24-5\"
\n<\/figure>\n

<\/p>\n

Pro Inventory – Add Amount Are field: <\/strong>With this release, we have provision to add Amount Are field in Pro Inventory. You can define item wise Tax Exclusive, Tax Inclusive or No Tax.<\/p>\n

Available Here: <\/strong>Pro Inventory → Add Inventory → Tax Settings tab (this field shows when AAhar POS feature enables)<\/p>\n

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

\n\t\"acctng-30aug24-6\"
\n<\/figure>\n

Sales\/Bill – Add Bulk update Account and Regime & Rate: <\/strong>With this release, we have provision to add Bulk update Account and Regime & Rate options in Sales\/Bill. You can update Account or Tax Regime or set data as Inventory Master for multi lines items in a single click.<\/p>\n

Available Here: <\/strong>Sales → Add Invoice → Bulk update<\/p>\n

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

\n\t\"acctng-30aug24-7\"
\n<\/figure>\n

<\/p>\n

\n\t\"acctng-30aug24-8\"
\n<\/figure>\n

Sales Order – Add Purchase Order No and Purchase Order date column on listing page: <\/strong>With this release, we have provision to add Purchase Order No and Purchase Order date column on Sales Order Listing page. You define the PO No and Date when creating a Sales Order, that defined PO No and PO date will come on the Sales Order listing page. You can also search the transaction by PO no.<\/p>\n

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

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

\n\t\"acctng-30aug24-9\"
\n<\/figure>\n

<\/p>\n

\n\t\"acctng-30aug24-10\"
\n<\/figure>\n

Conversion – Update Delivery challan is not edit or delete in Branch Transfer: <\/strong>With this release, we have provision to update Delivery challan does not edit or delete in Branch Transfer case. <\/p>\n

Available Here: <\/strong>Sales → Delivery Challan → View Delivery Challan<\/p>\n

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

\n\t\"acctng-30aug24-11\"
\n<\/figure>\n

Report – Add PR\/SO No on listing of Purchase Cycle Report: <\/strong>With this release, we have provision to Add PR\/SO No on listing of Purchase Cycle Report.<\/p>\n

Available Here: <\/strong>Reports → Purchases → Purchase Cycle Report<\/p>\n

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

\n\t\"acctng-30aug24-12\"
\n<\/figure>\n

Import – Add Contact Update field’s option in Import: <\/strong>With this release, we have provision to Add Contact Update field’s option in Import. You can update the fields of Contact via Import i.e. Mobile No, PAN, Bank Name, etc.<\/p>\n

Available Here: <\/strong>Contact → All Contacts → Update Contact Financial Data<\/p>\n

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

\n\t\"acctng-30aug24-13\"
\n<\/figure>\n

<\/p>\n

\n\t\"acctng-30aug24-14\"
\n<\/figure>\n

Conversion- Add unit price in line item of GRN, which is created from Open PO (Price Fixed): <\/strong>With this release, we have provision to add unit price in line item of GRN, which is created from Open PO (Price Fixed). <\/p>\n

Available Here: <\/strong>Purchase → Goods Receipt Note<\/p>\n

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

You can edit the Unit price pf line No 3.<\/p>\n

\n\t\"acctng-30aug24-15\"
\n<\/figure>\n

Export – Add Item Sr. No, IMEI No, Chasis No, Other Identification No., & Engine No in Sales Export: <\/strong>With this release, we have provision to add Item Sr. No, IMEI No, Chasis No, Other Identification No., & Engine No in Sales Export.<\/p>\n

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

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

\n\t\"acctng-30aug24-16\"
\n<\/figure>\n

Invoice Receipt – Add Date Range fields: <\/strong>With this release, we have provision to add date range fields on Invoice Receipt. You can filter the data as per date wise.<\/p>\n

Available Here: <\/strong>Banking → Receipts → Add Receipts → Select Invoice Receipts<\/p>\n

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

\n\t\"acctng-30aug24-17\"
\n<\/figure>\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":"

Adding Contact Update fields option in Import, adding Revenue graph on Dashboard, adding Unsettled Credit Separately option in Customer & Vendor Ageing Report, adding Bulk update Account and Regime & Rate, 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\/18803"}],"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=18803"}],"version-history":[{"count":1,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/18803\/revisions"}],"predecessor-version":[{"id":18804,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/posts\/18803\/revisions\/18804"}],"wp:attachment":[{"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/media?parent=18803"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/categories?post=18803"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/tags?post=18803"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.hostbooks.com\/in\/hb\/wp-json\/wp\/v2\/yst_prominent_words?post=18803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}