Managing business relationships often involves working with multiple people within a client/vendor organisation.

With Contacts in Refrens, you can now manage this with ease!

Key Updates:

• Add multiple contacts under a single client or vendor
• Link one contact to multiple organisations
• Mark a primary contact for a client or vendor
• Use contacts in invoices, quotations, and other documents

This will give you a more organised way to manage the actual people you work with across your business relationships.

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Found an expense in your bank statement that’s not in your books?

Now you can record it instantly from the Bank Reconciliation screen itself!👇

Key highlights:

• Quickly identify missing expenses under Missing in Ledger
• Create and record expenses without leaving the screen
• Auto-capture transaction details like date and amount
• Keep your ledger and bank statement perfectly aligned

Start Bank Reconciliation->

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Profit & Loss report now supports multi-period comparison, helping you analyse financial performance across different time priods without switching views! 👇

Key highlights:

• Compare up to 24 periods together
• Track & analyse income, COGS, expenses, gross profit, and net profit across periods
• Spot trends and changes faster with % change
• Export when needed in PDF or CSV

View Period-wise P&L Report->

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We’ve introduced a Summary and a Graph view in the Inventory Transactions dashboard to give you a structured and visual view of stock activity:

Key highlights:

• Get a quick snapshot of Stock In, Stock Out, and total documents
• View Net Stock Movement with clear green (in) and red (out) bars
• Analyse trends over time with Day, Week, or Month views
• Apply filters and instantly see updated insights

The result? Less manual tracking, faster decisions, and better control over your inventory.

Go to Items Dashboard > Transactions Tab to take a look!

You can now add attachments to your internal lead notes:

Use this to attach proposals, requirement docs, images, recordings, and more - making it easier to keep important files exactly where you need them!

Now track every inventory item by its unique serial number for better accuracy and traceability:

Key Updates:

• Assign serial numbers to inventory items

• Add serial numbers while adding items in invoices and other documents
• View serial-level details and transaction history from the inventory dashboard

Learn More>

(Comment below to get a personalised demo for your business!)

Navigating Refrens just got faster with Global Keyboard Shortcuts:

Key Use Cases:

1. Create New Entities: Tab + Shift + C for new Client, Tab + Shift + Q for new Quotation, Tab + Shift + I for new Invoice
2. Navigate Quickly: Tab + I to go to Sales Dashboard.
3. Reports at Your Fingertips: Tab + Function keys for quick access to Cashflow Statement, Profit & Loss, and more (e.g., Tab + F10 for Cashflow Statement).

To view all the shortcuts, press Tab + /

You can now arrange the sidebar layout based on your own workflow! 🚀

Key Updates:

• Change the order of menu items with the drag and drop option ⚙️

• Show important menu items at the top with the starred option ⭐️

• Reset it anytime!

What's More:

Sidebar customization is saved separately for each team member.

So, even within the same business, each person can organize the sidebar based on their own work.

For example, a sales team member may keep Sales CRM, Quotations, and Invoices at the top, while someone in accounting may prefer Accounting, Bank & Payments, and GST Reports first. This helps every team member keep the most relevant sections easy to access.

How to use it

Just Click the pen icon at the bottom of the sidebar to get started!

You can now make the custom fields added inside your documents more powerful with two new capabilities: Searchable Custom Fields and Mandatory Custom Fields.

1) Searchable Custom Fields

The custom fields you add inside documents can now be made searchable.

This means your team can quickly find documents using values entered in those fields, such as Project ID, PO Number, Department Code, or Reference Number:

This makes it easier to track records, organise documents, and search faster without manually opening multiple entries.

2) Mandatory Custom Fields

You can also mark selected custom fields as mandatory.

Once enabled, users will not be able to save the document unless those fields are filled in.

This helps ensure important information is never missed and keeps your documents more complete, consistent, and reliable for internal tracking and reporting.

Learn More>

We’ve made significant improvements to the document dashboard graphs to make your data more readable, interactive, and visually appealing:

What’s new:

• Smoother Visuals: We’ve smoothened the charts, making them more visually appealing with a new, refined design.

• Currency Formatting: Invoice amounts are now better formatted based on your business’s currency settings. For example, INR amounts will be shown in Lakhs or Crores, while USD amounts will be displayed in Millions or Billions.

• Enhanced Tooltips: Tooltips now show calculated metrics like Outstanding Amount and Overpayment, with color coding (red for outstanding and green for overpayment) for better clarity.

• Zoom & Pan Controls: You can now zoom and pan across the timeseries using an interactive brush, making it easier to explore time-based data. Adjust the timeline and view data at different time intervals effortlessly.