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Profile & Networking

Under Review

Automatically Change Lead Stage on Invoice Creation

convert quotation to Purchase order

Required Changes in Estimate

Edit Business Profile role not working

Captcha Issue during Login

Edit TAGS on Pipeline Page

scroll sensitivity

create payment receipt from same invoice screen

Only add specific items to inventory and not all by default

Support for multiple payment methods

Want negative addition of amount for buyback

Sorting of Pipeline & Leads

QR Code on Invoice

Features to rearrange services

Profile & Networking

Convert. Not Copy

Invoice with multiple currencies and automatic conversion

Payment acknowledgement in PI

Better breakdown of subtotals/totals

Purchase Invoice Upload and scan to create Expense record automatically

GST rate according to HSN Code

Planned

Bulk Mail For Different Groups

Multiple Quotation Formats

Manage Vendor Payouts in 1-click

INVOICE OVERDUE FEE

Same Client Different Point of Contact

Ability to see per client total revenue, expense and income

Template for mails

Import custom fields from leads into the Client

Quickly duplicate line items in invoice

Expandable Editor

Rounding off decimals does not apply to Custom Columns

Zapier Integration

Quick Preview and Edit Leads

Address Invoices to a Person within a company

Default Invoice Due Date

Feature to book depreciation

INVOICE FREEZE OPTION

Dashboard to see all time and this months financial details

Ability to create proposals on Refrens.

Add Auto Save feature for accounting documents

Multiple Addresses and Branches

Company Watermark in documents

In Progress

Mobile Application

Mark payment received for multiple invoices

Amount Due and Quotation Amount are empty

Downloading feature bug

Download Invoice Feature

Bank branch, additional notes and tags in Bank Details

Recurring expenditure

Better naming of downloaded PDF files

Lead Capture from Indiamart

Record Investments, Assets & Liabilities

Better Dashboard

Need a profit loss calculation method for each product.

Show who visited the profile

Profile & Networking

Create Salesman wise report

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