Feature Requests

Hi Refrens Team, We use Refrens for Access1Solution and would like to request an enhancement to the Client Ledger Statement. Currently, ledger statements are financial-year based. It would be extremely useful to have an option to generate one continuous client ledger across multiple financial years, for example: 01-Apr-2023 to 20-Sep-2026 The statement should ideally show: Opening balance at the beginning of the selected period All invoices Payment receipts Credit notes Debit notes/adjustments TDS entries, where applicable Advances and their subsequent allocations Continuous running balance Closing balance as of the selected end date The important requirement is that the report should not restart at each financial year. The closing balance of one FY should flow into the next while retaining all underlying transactions in a single consolidated statement. We recently had to reconcile a customer account spanning multiple financial years. Although the opening/closing balances were carried forward correctly, we had to download and compare separate FY-wise ledgers to trace older invoices, advances and subsequent payment allocations. A “Multi-FY / Lifetime Ledger” option would make customer reconciliation, audits and balance confirmations significantly easier. Ideally, please provide: Date Range: Custom / Multiple FY / Since Beginning Export: PDF + Excel/CSV View: Detailed / Summary Running Balance: Continuous across FYs This would be particularly valuable for businesses that have long-standing customers where advances, payments or adjustments can carry forward across financial years. Please consider adding this to the Accounting/Client Ledger reporting functionality. Regards, Nagaraj Kuchangi Access1Solution

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.

Maa Bhagwati Enterprises 7266904435

the autosuggest feature is useful but it need to have a option of "reset" to it as sometimes some wrong or repeat or spelling mistake entry is shown in future .

when im recording vendor advance in case of import bill payment lets say total 150 is debited out of which 50 commission charges, 10 is swiss chagres and 18% of comission charges is cgst and sgst. there is no place to record this, still i added these three component and added it in transaction charges row that comes but firstly it kept showing advance remaining even when the base amount was entirely used to mark payment for invoices, secondly in the bank statement it only showed the base price as debited. how to solve this?

payroll and hrms software

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

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

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

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...

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?

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

Currently, If i want to revise quotation, i need to manually change the number which results in error. So kindly work on quotation revision features.