Feature Requests

payroll and hrms software

Please add Dark Mode for Web & also for mobile apps.

A Customizable Dashboard wherein we can see immediate Reports like: Number of Leads added this week, Number of Invoice / Week / Year etc... Dashboard should include such Charts and more...

This would save time and reduce duplicate work for users when clients request invoices for a percentage of the total amount, and should work by letting users select an existing invoice, enter a percentage (e.g., 30%), and automatically generate an advance/partial invoice linked to the original.

The problem I have now (and probably others as well) is that every customer has its own rate in the invoice. When automatically duplicating the next invoice on the next due date, the system creates an exact copy of the previous invoice, but without the same rate that was used. Instead, it takes the rate used on the last created invoice in general, which is not logical. I want the duplicated invoice to be exactly the same as the previous invoice, including the rate, so i don't make mistakes in the rates.

In the Project-wise P&L report, journal expenses are currently not being reflected, which affects the accuracy of the report. In some cases, a single journal entry contains multiple expense transactions, and these cannot be properly recorded or tracked in the documents. To resolve this issue, we request the following improvements: An option to add tags in journal entries so that expenses can be properly categorized and tracked project-wise. The ability to edit transaction number or voucher number fields across all voucher types. Currently, other vouchers have transaction number and voucher number fields available, but journal entries do not provide sufficient flexibility. Enabling the option to edit these fields would greatly help in identifying and tracking day-to-day transactions accurately. These enhancements would significantly improve reporting accuracy and transaction traceability.

This would save time for users who need to enter many line items (e.g., 20+ rows) across invoices, quotes, and other documents, reduce errors from mismatched fields, and should work by letting users download a CSV template or map columns with a preview/validation step before importing.

This would help users who create invoices or quotes with multiple work sections (e.g., Mechanical, Plumbing, Electrical) by allowing them to group line items under a titled section that shows a subtotal at the end, similar to how grouped rows work in Excel, without forcing inventory configuration or extra setup steps, and still allowing normal items outside any group.

Delivery and returnable challan needs to be added which should be linked to the stocks and inventory

I want to be able to do a keyword search and Ref search

Need the ability to save sets of terms and conditions that can be applied to our documents based on different product categories, as well as for import and export documents. This feature would allow us to: Create and save multiple sets of terms and conditions tailored to specific product categories. Easily select and apply the relevant set of terms and conditions when creating or editing documents.

Create Packing List along with invoice. Packing List - Shipping by sea/air, number of boxes, dimensions and weight. For reference: incodocs.com