Screenwise permissions

• We are excited to bring a new feature where you can further restrict access to your salesperson by blocking access to certain screens. For example, if you wish that your salesperson should not see the dashboard, then you can turn that off.
• To enable this feature:
  1. Select the company first.
  2. Click on the menu bar on the top left side and select ‘Users’.
  3. Select the user whose permissions needs to be changed.
  4. Scroll down and see the ‘Access by Screen’ section. Click on it.
  5. Enable the switches for the screens for which you wish to give permissions.
  6. Click the button on the top right.
  7. Click ‘Save’ button at the bottom.
• What are you waiting for? Add your sales team to Biz Analyst right away and unlock the growth opportunities for your business.

New features

• Added custom days filter in Inactive Items & Inactive Customers. Now, you can view all your customers and items that are inactive from a specified date.
• While sharing Oustanding bills for a given ledger by PDF, we are now showing OnAccount bill details along with outstanding bills.
• Added filter by Voucher Types on Pending Sales/Purchase Order screen.
• Added support for POS transactions. (Need to update the desktop app to Version 2.3.8 and above and resync the data from desktop)

Bug Fixes

• While sharing invoice, GST of certain ledgers like transport, etc was not included correctly in the invoice. We have fixed this issue with this release.
• Item quantity is now shown in international format (millions, billions) if it set in settings.
• Fixed an issue in P&L where purchase accounts was showing incorrect values in some cases.
• Crash and bug fixes.

If you have any requests/suggestions, please use the report issue feature in the app or send us an email at [email protected]

UPDATE ANDROID

Screenwise permissions

• We are excited to bring a new feature where you can further restrict access to your salesperson by blocking access to certain screens. For example, if you wish that your salesperson should not see the dashboard, then you can turn that off.
• To enable this feature:
  1. Select the company first.
  2. Click on the ‘More’ tab at the bottom right and select ‘Users’.
  3. Select the user whose permissions needs to be changed.
  4. Scroll down and see the ‘Access by Screen’ section. Click on it.
  5. Enable the switches for the screens for which you wish to give permissions.
  6. Click the button on the top right.
  7. Click ‘Save’ button at the bottom.
• What are you waiting for? Add your sales team to Biz Analyst right away and unlock the growth opportunities for your business.

New Features

• Added custom days filter in Inactive Items & Inactive Customers. Now, you can view all your customers and items that are inactive from a specified date.
• While sharing Oustanding bills for a given ledger by PDF, we are now showing OnAccount bill details along with outstanding bills.
• Added filter by Voucher Types on Pending Sales/Purchase Order screen.
• Added support for POS transactions. (Need to update the desktop app to Version 2.3.8 and above and resync the data from desktop)

Bug Fixes

• Cash Bank Balance & Ledger Report was showing incorrect values in certain cases.
• While sharing invoice, GST of certain ledgers like transport, etc was not included correctly in the invoice. We have fixed this issue with this release.
• Item quantity is now shown in international format (millions, billions) if it set in settings.
• Fixed an issue where some users were facing problems with reporting an issue from the app.

If you have any requests/suggestions, please use the report issue feature in the app or send us an email at [email protected]

UPDATE iOS

Miscellaneous

• [NEW] Added Support for iPhone X series
• [NEW] Added Stock Item Description
• [NEW] Added Screenwise Permission for Non-Admin User
• [NEW] Added sort by quantity option in Inactive Items.
• [NEW] show bank details while sharing transation PDF.
• [FIXED] Outstanding share pdf mobile number is not showing
• [FIXED] POS Sales invoices are showing wrong amount & not showing payment details.
• [FIXED] amount is showing in positive if GST tax is in Negative while sharing PDF.
• [FIXED] crash on selecting/changing company.
• [FIXED] currency setting same for all companies, it should be companywise.
• [FIXED] marks number & package number while sharing invoice PDF only shows numrics not alphabets.
• [FIXED] crash on sharing invoice while international currency format is set.
• Bug fixes, Crash fixes & performance improvement

If you have any requests/suggestions, please use the report issue feature in the app or send us an email at [email protected]

UPDATE iOS

New features

• Now you can sort by quantity in Inactive items report and quickly identify your inactive items by quantity or the volume it occupies in your godown.
• Previously, you could share your company’s bank details while sharing invoice or outstanding report to your customer. We have extended this feature to receipts and payments as well.
• While profiling an item, we displayed the sales/purchase values of an item month wise. We have now enabled clicking on any month to view all the bills of that stock item for the selected month.

Miscellaneous

• Now you can also view the standard price / standard cost while searching for an item via stock category and stock group
• Fixed an edge case with outstanding calculation
• Fixed an issue where customer last sale was not getting calculated in certain cases.
• Bug fixes and UI improvements

If you have any requests/suggestions, please use the report issue feature in the app or send us an email at [email protected]

UPDATE ANDROID

Miscellaneous

• [NEW] Show bank details in ledger report pdf share.
• [FIXED] Outstanding wrong ‘OnAccount’ bills amount.
• Bug fixes & performance improvements

If you have any requests/suggestions, please use the report issue feature in the app or send us an email at [email protected]

UPDATE iOS

On Account Bills

• While going through receivable or payable for a particular party, you can now view all the bills that are on account by clicking on it. You will be able to drill down into each receipt or payment that was marked as on account.
• However, note that it is recommded that payments/receipts are marked against reference of sales/purchase bills to get better reporting.

Miscellaneous

• While exporting Inactive Customers as PDF, now you get the customer email and phone as well
• Added package number while sharing invoice as PDF
• Added consignee details while sharing invoice PDF
• Added bank details while sharing ledger report. Enable this from Settings: Invoice -> Add Bank Account
• While creating a sales order entry, you can now enter part number as well.
• Fixed a bug in last month selection in date.
• Improvised the performance in searching across all screens.
• UI & bug fixes

If you have any requests/suggestions, please use the report issue feature in the app or send us an email at [email protected]

UPDATE ANDROID

Data Entry

• We are glad to launch Data Entry feature on iOS. Now, you can create sales orders, purchase orders, receipts, quotations right from the app.
• Click on Reports tab at the bottom and select ‘My Entries’ to get started.
• When you create any entry, your team will receive an email with the filled in details and they can make the entry in Tally.
• This gives you a structured format for entering your data and avoids manual errors.

Miscellaneous

• Added package number in invoice pdf share.
• Added settings for default StockItem filter.
• Added currency of SriLanka & HongKong in currency settings.
• Added column for package/marks number in Invoice pdf share.
• Added Consignee address in invoice pdf share.
• Added search for customer/supplier in search by item.
• Added search for sold/purchased in search by customer.
• Added Outstanding amount in inactive customers.
• Added ‘Last Month’ && ‘Last Year’ option in calender.
• Added email & contact number while sharing Inactive Customer List.
• Added total tax amount & order number while sharing invoice pdf.
• Added settings to share custom message while sharing outstanding bills.
• Added ‘Text’ share option for Inventory Batch Closing.
• Added email & contact number in outstanding list share.
• [FIXED] Credit Note share shows negative values
• [FIXED] Amount in words inappropriate
• [FIXED] Invoice Filter By StockGroup Ledger amount shows 0 amount.
• [FIXED] Inactive customer showing wrong outstanding amount.
• [FIXED] Outstanding OnAccount bills issue.
• Bug fixes & performance improvement

If you have any requests/suggestions, please use the report issue feature in the app or send us an email at [email protected]

UPDATE iOS

Updates

• Added Amount column while sharing inactive items
• [FIXED] While searching need to tap two times to select
• [FIXED] Sales/Purchase show wrong graph value
• [FIXED] iPhone X crash on setting passcode
• Bug fixes

If you have any requests/suggestions, please use the report issue feature in the app or send us an email at [email protected]

UPDATE iOS

Updates

• Now you can update your profile details like name and phone number right from the app.
• Added a setting to change time zone for users outside India.
• Added an option to view last year’s data in the date selection.
• You can now share batchwise closing values of a given stock item. Go to ‘Items’ tab, select any item, click on ‘Inventory Closing’ and Share.
• Bug fixes & UI improvements

If you have any requests/suggestions, please use the report issue feature in the app or send us an email at [email protected]

UPDATE iOS

Sales Reports by Ledger Group Heirarchy

• We have added a completely new way of analysing your data by ledger group. You can now analyse sales and purchase using the Group By feature in sales and view the heirarchical sales numbers of each ledger group.
• On the dashboard, click ‘Sales’ -> Group By ‘Ledger Group’. Now click on the plus button on the left to expand the details in each ledger group.

Timezone

• For our users outside India, you can now set the timezone of your companies to ensure that the data shows up correctly.
• You can change it by clicking on top left menu bar, tap ‘Settings’ -> ‘Date’ -> ‘Default Tiemzone’ and change it to your country.

Miscellaneous

• Update profile information like name and phone number
• Gap in invoice while sharing as PDF fixed
• Number to words in Invoice sharing by PDF is now in Indian format
• Added party name column in ledger report for account groups
• UI and bug fixes

If you have any requests/suggestions, please use the report issue feature in the app or send us an email at [email protected]

UPDATE ANDROID