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.

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

We Bill to One Organization Some times we have different Contact Point or Different Location Now I create each as a different Contact. I will be great to seslect Organization and then select the contact we want to send the INV/ Quote/ etc to

kindly make an option there we can type letter as we make quotation or DC etc

i want to add automation. e.g. on lead entry, one whatsapp message should go the lead number. smilarly on mect day, 3rd day, 5th day , whatspp message should go automatically. I have wait.io, but your software is not compatible with wati.io or any other whatsapp api

Along with quotations, should be able to create Proposals on Refrens. Have to go to other software to create proposals currently.

We offer painting services, and clients often request quotes for both interior and exterior painting, each requiring specific details. However, our current quoting system has only one format. It would be more convenient for me to have the flexibility of choosing from pre-saved formats for different types of quotations. Unfortunately, such an option is currently unavailable, making it challenging for me to streamline the process.

I think at Refrens it must give users a feature like a error should be shown if a product or item is put in the invoice and by mistake if wrong GST tax rate is put for a HSN code of actual different Tax rate then it should verify and show error for manual entry mistake and should notify and to change it to correct GST % Tax Rate? Don’t you think this as game changing and very useful tool for all your clients?Because I don’t think any one till now provides such service?