Auto add category and brand options
While adding products, making purchase, and creating expenses it would be great to have directly add a category or brand option which is not available before, and that newly created category or brand will be added automatically so we don’t have to refresh the page and fill in all the details.
Rey Sagar 4 months ago
Auto add category and brand options
While adding products, making purchase, and creating expenses it would be great to have directly add a category or brand option which is not available before, and that newly created category or brand will be added automatically so we don’t have to refresh the page and fill in all the details.
Rey Sagar 4 months ago
Digital check printing
It would be great if we could have something like this to print checks rather than manually writing checks which causes many mistakes.
Rey Sagar 4 months ago
Digital check printing
It would be great if we could have something like this to print checks rather than manually writing checks which causes many mistakes.
Rey Sagar 4 months ago
Auto assign the free plan when users sign-up
Right now when customers sign-up on the system they need to subscribe to the free package to use the system or any packages. Whenever they won’t use the paid plan and don’t select the free plan, the system automatically needs to add the free plan to that user, so they don’t need to add the plan later, after that, they can upgrade plans later on. If they are using the free plan, otherwise it will work as it is, whichever plan they select will be subscribed to. Another Solution: You can make the subscription selection option after the registration steps so at least one package needs to be selected to sign up as a new business.
Rey Sagar 5 months ago
Improvements
Auto assign the free plan when users sign-up
Right now when customers sign-up on the system they need to subscribe to the free package to use the system or any packages. Whenever they won’t use the paid plan and don’t select the free plan, the system automatically needs to add the free plan to that user, so they don’t need to add the plan later, after that, they can upgrade plans later on. If they are using the free plan, otherwise it will work as it is, whichever plan they select will be subscribed to. Another Solution: You can make the subscription selection option after the registration steps so at least one package needs to be selected to sign up as a new business.
Rey Sagar 5 months ago
Improvements
At a Glance - Daily Financial Summary
Today's Total Due: [Amount] Today's Due Collection: [Amount] Today's Expenses: [Amount] Total Sales: [Amount] Total Loss: [Amount] COGS [ purchase/Sales] Total Profit: [Amount] Here more things need to be add accordingly team members discussion
Munshi Sohag Hossen 5 months ago
Improvements
At a Glance - Daily Financial Summary
Today's Total Due: [Amount] Today's Due Collection: [Amount] Today's Expenses: [Amount] Total Sales: [Amount] Total Loss: [Amount] COGS [ purchase/Sales] Total Profit: [Amount] Here more things need to be add accordingly team members discussion
Munshi Sohag Hossen 5 months ago
Improvements
Enhancement of Customer and Supplier Contact Page with Date Fields and Automated Notification Template System
Customer and Supplier Contact Page: Add two new fields: "Birthdate" and "Marriage Date" for both customers and suppliers. Ensure these fields are entry fields where users can input the respective dates. Notification Template: Implement an automated messaging system using a template. This system should work similarly to the sales notification feature available in KB CloudERP, allowing for customizable templates and automated notifications.
Munshi Sohag Hossen 5 months ago
Improvements
Enhancement of Customer and Supplier Contact Page with Date Fields and Automated Notification Template System
Customer and Supplier Contact Page: Add two new fields: "Birthdate" and "Marriage Date" for both customers and suppliers. Ensure these fields are entry fields where users can input the respective dates. Notification Template: Implement an automated messaging system using a template. This system should work similarly to the sales notification feature available in KB CloudERP, allowing for customizable templates and automated notifications.
Munshi Sohag Hossen 5 months ago
Improvements
AD | BS Date Switch Implementation
It isn't easy to do data entry like purchases, sales, and expenses, generate invoices, and view reports in AD Format in Nepal since the country uses BS (Bikram Sambat) date format. So having both AD/BS will make the work easy for the transactions, especially for the reports and entries. It is a much-needed feature that works band reaks any system function just add the extra date type which will work when we switch from AD to BS date from settings. For more demonstration check out the below accounting software demo and see how it works in real-time. Note: The AD/BS switch should work whenever we change from AD date format to BS format it will show the BS date system everywhere in the system including date pickers and modules. Also, the financial year will show the BS date months and it should work based on the BS date month starts just like the AD format right now which works. For BS date packages use the below git repository Date - A Laravel Package to convert English Date (A.D.) to Nepali Date (B.S.) [https://github.com/anuzpandey/laravel-nepali-date] Date-picker - Lightweight, Powerful JavaScript Nepali Date Picker with no dependencies [https://github.com/anuzpandey/nepali-date-picker] If the Date-picker repo can do the job for Date-picker and the conversions there is no need to use the other packers otherwise use both packages to get the best solutions.
Rey Sagar 5 months ago
New Feature
AD | BS Date Switch Implementation
It isn't easy to do data entry like purchases, sales, and expenses, generate invoices, and view reports in AD Format in Nepal since the country uses BS (Bikram Sambat) date format. So having both AD/BS will make the work easy for the transactions, especially for the reports and entries. It is a much-needed feature that works band reaks any system function just add the extra date type which will work when we switch from AD to BS date from settings. For more demonstration check out the below accounting software demo and see how it works in real-time. Note: The AD/BS switch should work whenever we change from AD date format to BS format it will show the BS date system everywhere in the system including date pickers and modules. Also, the financial year will show the BS date months and it should work based on the BS date month starts just like the AD format right now which works. For BS date packages use the below git repository Date - A Laravel Package to convert English Date (A.D.) to Nepali Date (B.S.) [https://github.com/anuzpandey/laravel-nepali-date] Date-picker - Lightweight, Powerful JavaScript Nepali Date Picker with no dependencies [https://github.com/anuzpandey/nepali-date-picker] If the Date-picker repo can do the job for Date-picker and the conversions there is no need to use the other packers otherwise use both packages to get the best solutions.
Rey Sagar 5 months ago
New Feature
Implementation of a Discount Lock Button in Business Settings
o provide greater control over discount policies and prevent unauthorized discounting, we need to implement a Discount Lock Button in the business settings. When this button is enabled, the system should restrict the ability to apply any discounts on the POS (Point of Sale) screen. If a user attempts to apply a discount, an error sound should be triggered, accompanied by a pop-up message stating that discounts are not allowed. DETAILED REQUIREMENTS: Discount Lock Button in Business Settings: A Discount Lock Button should be added to the business settings interface, allowing the business owner or admin to control whether discounts can be applied. This button should be a toggle switch labeled “Discount Lock”, with two states: ON: Discounts are locked, and no discounts can be applied on the POS screen. OFF: Discounts are allowed as per usual business rules and user permissions. POS Screen Behavior When Discount Lock is Enabled: When the Discount Lock Button is turned ON: The Discount Button on the POS screen should be disabled, preventing any discount entry. If a user attempts to click on the discount button or manually enter a discount value, the system should: Trigger an error sound to alert the user. Display a pop-up message with the text: “Discounts are not allowed for this transaction. Please contact the administrator.” The system should prevent any form of discount entry (both invoice discount and inline discount) when the lock is enabled. User Interface Changes: Business Settings: The Discount Lock Button should be placed under the Sales Settings or a similar section in the business settings panel. The button should have a clear visual indicator to show its current state (e.g., green for “ON” and gray for “OFF”). POS Screen: When the Discount Lock is enabled: The Discount Button should appear grayed out or crossed to indicate it is inactive. An error sound file should be linked to any discount action when the lock is active.
Munshi Sohag Hossen 5 months ago
Improvements
Implementation of a Discount Lock Button in Business Settings
o provide greater control over discount policies and prevent unauthorized discounting, we need to implement a Discount Lock Button in the business settings. When this button is enabled, the system should restrict the ability to apply any discounts on the POS (Point of Sale) screen. If a user attempts to apply a discount, an error sound should be triggered, accompanied by a pop-up message stating that discounts are not allowed. DETAILED REQUIREMENTS: Discount Lock Button in Business Settings: A Discount Lock Button should be added to the business settings interface, allowing the business owner or admin to control whether discounts can be applied. This button should be a toggle switch labeled “Discount Lock”, with two states: ON: Discounts are locked, and no discounts can be applied on the POS screen. OFF: Discounts are allowed as per usual business rules and user permissions. POS Screen Behavior When Discount Lock is Enabled: When the Discount Lock Button is turned ON: The Discount Button on the POS screen should be disabled, preventing any discount entry. If a user attempts to click on the discount button or manually enter a discount value, the system should: Trigger an error sound to alert the user. Display a pop-up message with the text: “Discounts are not allowed for this transaction. Please contact the administrator.” The system should prevent any form of discount entry (both invoice discount and inline discount) when the lock is enabled. User Interface Changes: Business Settings: The Discount Lock Button should be placed under the Sales Settings or a similar section in the business settings panel. The button should have a clear visual indicator to show its current state (e.g., green for “ON” and gray for “OFF”). POS Screen: When the Discount Lock is enabled: The Discount Button should appear grayed out or crossed to indicate it is inactive. An error sound file should be linked to any discount action when the lock is active.
Munshi Sohag Hossen 5 months ago
Improvements
Drafts, Quotations, and Suspended Sales Issues
ISSUE OVERVIEW The problem arises when drafts, quotations, or suspended sales are incorrectly converted into credit sales with negative figures. This issue usually surfaces after 2-4 days or after multiple register closings, leading to discrepancies in sales reports and accounting records.
Munshi Sohag Hossen 5 months ago
Bug Fix
Drafts, Quotations, and Suspended Sales Issues
ISSUE OVERVIEW The problem arises when drafts, quotations, or suspended sales are incorrectly converted into credit sales with negative figures. This issue usually surfaces after 2-4 days or after multiple register closings, leading to discrepancies in sales reports and accounting records.
Munshi Sohag Hossen 5 months ago
Bug Fix
Display of Previous Due Amount on Invoice
Requirement: To dynamically display three types of due information on the invoice: Today's Due on Current Sale: The amount due for today's sale transaction. Previous Due on Total Sales: The sum of all outstanding dues from previous sales. Current Due Total on Total Sales: The total amount due, combining both today's due and all previous dues. Current Status: Currently, only two types of due information are shown on the invoice. The goal is to update the invoice to dynamically display all three due amounts.
Munshi Sohag Hossen 5 months ago
Improvements
Display of Previous Due Amount on Invoice
Requirement: To dynamically display three types of due information on the invoice: Today's Due on Current Sale: The amount due for today's sale transaction. Previous Due on Total Sales: The sum of all outstanding dues from previous sales. Current Due Total on Total Sales: The total amount due, combining both today's due and all previous dues. Current Status: Currently, only two types of due information are shown on the invoice. The goal is to update the invoice to dynamically display all three due amounts.
Munshi Sohag Hossen 5 months ago
Improvements
Multiple unit conversions,
system that supports multiple unit conversions, such as a product having different units like boxes and pieces (e.g., 1 box contains 10 pieces), you can use a structure that handles both primary and secondary units
Munshi Sohag Hossen 5 months ago
Improvements
Multiple unit conversions,
system that supports multiple unit conversions, such as a product having different units like boxes and pieces (e.g., 1 box contains 10 pieces), you can use a structure that handles both primary and secondary units
Munshi Sohag Hossen 5 months ago
Improvements
Link Payment Accounts in journal entry
While doing journal entries related to the payment accounts we have to do double entries on the journal as well as the related payment account. If the available payment account shows on the journal it will be simpler to do entries.
Rey Sagar 6 months ago
Improvements
Link Payment Accounts in journal entry
While doing journal entries related to the payment accounts we have to do double entries on the journal as well as the related payment account. If the available payment account shows on the journal it will be simpler to do entries.
Rey Sagar 6 months ago
Improvements
Link additional categories with Register and Reports
Link Sales with Current Register and Reports: Function: Connect sales added from both the "Add Sale" page and the POS screen with the current register. Requirements: Ensure that sales from both sources are accurately reflected in today’s profit, transaction details, and all relevant reports. Link Sales Returns with Current Register and Reports: Function: Integrate returns processed from both the "Add Return" page and the POS screen with the current register. Requirements: Ensure that sales returns impact the refund amount in the current register and are reflected in today’s profit, transaction details, and all relevant reports. Link Expenses with Current Register and Reports: Function: Connect expenses added from the "Add Expense" page with the current register. Requirements: Ensure that expenses added via the POS screen and the "Add Expense" page are reflected in the current register and today’s profit report, along with all other relevant reports. Link Drafts and Quotations with the Current Register: Function: Ensure that old drafts and quotations are connected with the current register. Requirements: Prevent drafts and quotations from showing as credit sales when a new register is active. Ensure that all related sales, including drafts and quotations, are correctly reflected in today’s profit, transaction details, and all relevant reports
Rey Sagar 6 months ago
Improvements
Link additional categories with Register and Reports
Link Sales with Current Register and Reports: Function: Connect sales added from both the "Add Sale" page and the POS screen with the current register. Requirements: Ensure that sales from both sources are accurately reflected in today’s profit, transaction details, and all relevant reports. Link Sales Returns with Current Register and Reports: Function: Integrate returns processed from both the "Add Return" page and the POS screen with the current register. Requirements: Ensure that sales returns impact the refund amount in the current register and are reflected in today’s profit, transaction details, and all relevant reports. Link Expenses with Current Register and Reports: Function: Connect expenses added from the "Add Expense" page with the current register. Requirements: Ensure that expenses added via the POS screen and the "Add Expense" page are reflected in the current register and today’s profit report, along with all other relevant reports. Link Drafts and Quotations with the Current Register: Function: Ensure that old drafts and quotations are connected with the current register. Requirements: Prevent drafts and quotations from showing as credit sales when a new register is active. Ensure that all related sales, including drafts and quotations, are correctly reflected in today’s profit, transaction details, and all relevant reports
Rey Sagar 6 months ago
Improvements
Duty tax report feature
We are going to need an excise/customs duty entry option while purchasing goods. Also, specific reports of excise duty with tax reports like, purchase reports, sales reports, expense reports, and duty tax reports with a separate page.
Rey Sagar 6 months ago
Improvements
Duty tax report feature
We are going to need an excise/customs duty entry option while purchasing goods. Also, specific reports of excise duty with tax reports like, purchase reports, sales reports, expense reports, and duty tax reports with a separate page.
Rey Sagar 6 months ago
Improvements
Supplier/Customer expense in ledger report
It would be great to have a ledger report for expenses that are linked with the contacts like suppliers and customers to view all the contact’s expenses from the ledger itself.
Rey Sagar 6 months ago
New Feature
Supplier/Customer expense in ledger report
It would be great to have a ledger report for expenses that are linked with the contacts like suppliers and customers to view all the contact’s expenses from the ledger itself.
Rey Sagar 6 months ago
New Feature
Reset Inventory feature
Inventory Reset Module allows you to reset all inventory quantities to zero with just a few clicks, Making it easy to start fresh and keep your inventory tracking accurate. With this feature, you’ll be able to quickly and easily clear out your existing inventory, saving you time and resources.
Rey Sagar 6 months ago
New Feature
Reset Inventory feature
Inventory Reset Module allows you to reset all inventory quantities to zero with just a few clicks, Making it easy to start fresh and keep your inventory tracking accurate. With this feature, you’ll be able to quickly and easily clear out your existing inventory, saving you time and resources.
Rey Sagar 6 months ago
New Feature
Recycle bin for storing deleted data
We need a recycling bin system that can restore deleted data for 9 days/30 days/90days, Such as products, purchase orders, purchases, sales, returns, expenses, and all customer and vendor records.
Rey Sagar 6 months ago
New Feature
Recycle bin for storing deleted data
We need a recycling bin system that can restore deleted data for 9 days/30 days/90days, Such as products, purchase orders, purchases, sales, returns, expenses, and all customer and vendor records.
Rey Sagar 6 months ago
New Feature
Delivery notes in sales order
There is a need for a delivery note option in the sales order process, as companies like Saudi Aramco and Sabic send sales orders that we input into our application. Then, we provide the product delivery with a delivery note before issuing any invoice or payment. At this stage, they review and may return some products due to mismatches in quality, brand, or other discrepancies. Once they accept the delivery, we can convert the sales order directly into a purchase order and then send this PO to the vendor as usual. Therefore, two features are necessary: one, the sales order should include a delivery note option, and two, the sales order should be able to be directly converted into a purchase order. This is the required scenario and its usage as explained above.
Rey Sagar 6 months ago
Improvements
Delivery notes in sales order
There is a need for a delivery note option in the sales order process, as companies like Saudi Aramco and Sabic send sales orders that we input into our application. Then, we provide the product delivery with a delivery note before issuing any invoice or payment. At this stage, they review and may return some products due to mismatches in quality, brand, or other discrepancies. Once they accept the delivery, we can convert the sales order directly into a purchase order and then send this PO to the vendor as usual. Therefore, two features are necessary: one, the sales order should include a delivery note option, and two, the sales order should be able to be directly converted into a purchase order. This is the required scenario and its usage as explained above.
Rey Sagar 6 months ago
Improvements
Recent purchase price
When making a purchase return for items in stock that have been bought at various prices, The return amount should typically based on the most recent purchase price.
Rey Sagar 6 months ago
Improvements
Recent purchase price
When making a purchase return for items in stock that have been bought at various prices, The return amount should typically based on the most recent purchase price.
Rey Sagar 6 months ago
Improvements
Separate POS for a restaurants
For a restaurant, You need a separate POS screen dedicated to restaurant functionalities, like delivery, takeaway, dine-in, KOT, running orders, reservations, and more.
Rey Sagar 6 months ago
New Feature
Separate POS for a restaurants
For a restaurant, You need a separate POS screen dedicated to restaurant functionalities, like delivery, takeaway, dine-in, KOT, running orders, reservations, and more.
Rey Sagar 6 months ago
New Feature