Refrens
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589
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79

Roadmap

Under Review

Status Update in PO Dashboard as per Expenditure
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Need to display PAN details on the TDS reports
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company name not showing up in highlighted form like in BOLD LETTERS
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Option to create a budget
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Payments receipts not updated on the dashboard
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need automation for split payments
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Multiple Reverse Entry Feature
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Multiple GSTIN
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Saving Sets of Terms and Conditions for Different Product Categories and Documents
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why are customers being sent emails even after payment is completed ??
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CLIENT CUSTOM FIELDS
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NEED MULTIPLE QUOTE IN SAME LEAD
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Client/Vendor Logo Missing
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Add Currency details on Client profile
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Question about date format on quotes and invoices
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Delivery Challans like Service Report
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TDS in case of payment through UPI
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Streamlining Multiple Quotation Design Customization: A Painting Service Provider's Awaited Feature on Refrens
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Partial conversion of Sales Order into invoices
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DD/MM/YY date format
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Product Dispatch/Ordered Tracking
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User Role for Bank Details
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Align right to all number type format
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please add the number format in the Business Settings --> General Settings.
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Bulk Performa invoice to Invoice Conversion
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Planned

Follow-up reminders to sales representatives in CRM
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Payment Gateway
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View/Update Scheduled Date of an invoice/quote etc.
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Client, Vendor profile is not tagged properly
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BANK Account Entries without Entity NAME!
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merging of client name
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Show Quotation and Invoice Titles on the Dashboard Page
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Invoice sequence number
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Create customised reports
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Malaysia E-Invoicing Integration
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Bulk Mail For Different Groups
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Multiple Quotation Formats
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Manage Vendor Payouts in 1-click
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INVOICE OVERDUE FEE
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AUTO SAVE
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Ability to see per client total revenue, expense and income
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Import custom fields from leads into the Client
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Expandable Editor
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mail status
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Zapier Integration
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Quick Preview and Edit Leads
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Address Invoices to a Person within a company
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Default Invoice Due Date
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Feature to book depreciation
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Search Bar
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In Progress

Credit note download CSV file is not showing correct status
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This financial year is selecting wrong date range
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Use of wrong rate in Purchase Order
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UQC IS not available in the report
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Search in Pipelines by custom fields value
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CRM intergration with TradeIndia
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Record and track Batch-wise products in Inventory
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Customised WhatsApp Campaigns
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Need Payment receipt for vendor and supplier like (payment receipt for client )
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Is there no option to filter LEADS , CLIENTS or INVOICES based on CITY/Region?
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Payment reconciliation
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title alignment in Quotation & DC
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Same Client Different Point of Contact
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Amount Due and Quotation Amount are empty
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Better naming of downloaded PDF files
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Record Investments, Assets & Liabilities
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Better Dashboard
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Create Salesman wise report
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