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Profile & Networking

Under Review

1

Required Changes in Estimate

2

Edit Business Profile role not working

1

Captcha Issue during Login

1

Edit TAGS on Pipeline Page

1

printing issues

1

2

1

scroll sensitivity

2

2

1

create payment receipt from same invoice screen

3

Only add specific items to inventory and not all by default

3

Support for multiple payment methods

2

Want negative addition of amount for buyback

1

Sorting of Pipeline & Leads

1

QR Code on Invoice

1

Features to rearrange services

Profile & Networking

1

Convert. Not Copy

1

Invoice with multiple currencies and automatic conversion

1

Payment acknowledgement in PI

4

Better breakdown of subtotals/totals

5

Purchase Invoice Upload and scan to create Expense record automatically

5

13

12

GST rate according to HSN Code

Planned

1

Same Client Different Point of Contact

2

1

Support for Reverse Charge Mechanism in Invoices and Expenses

4

Ability to see per client total revenue, expense and income

3

Template for mails

2

Import custom fields from leads into the Client

7

Quickly duplicate line items in invoice

3

Expandable Editor

1

Rounding off decimals does not apply to Custom Columns

1

1

Zapier Integration

1

Quick Preview and Edit Leads

2

Address Invoices to a Person within a company

1

Default Invoice Due Date

1

Feature to book depreciation

3

3

INVOICE FREEZE OPTION

5

Dashboard to see all time and this months financial details

10

Ability to create proposals on Refrens.

8

Add Auto Save feature for accounting documents

4

Multiple Addresses and Branches

13

Company Watermark in documents

35

Mobile Application

13

Search Accounting Documents by the content inside

8

Formula columns design enhancement

In Progress

1

Advance accounting Sync Failed

1

11

own domain name instead of Refrens

1

Bank branch, additional notes and tags in Bank Details

2

SHOW HIDES COLUMN

4

2

Recurring expenditure

1

Better naming of downloaded PDF files

3

1

not able to bill Individual Client meas retails client

1

Invoices 'pay status' disappeared.

3

Lead Capture from Indiamart

9

E-way Bills for invoices

2

Record Investments, Assets & Liabilities

4

Better Dashboard

2

Need a profit loss calculation method for each product.

4

Show who visited the profile

Profile & Networking

4

Create Salesman wise report

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