Changelog
Follow up on the latest improvements andΒ updates.
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Keeping track of stock that is nearing expiry OR identifying expired/dead stock is now effortless with our new Batch-wise Expiry Reports!
Key Features:
- Track expiring/expired stock across various time frames, such as items expiring in 0-15 days, 16-30 days, and more.
- Get instant insights with auto-calculated valuesfor expiring and expired stock, including thepercentage of total inventory affected.
- Get detailed batch-wise expiry tracking at the warehouse level.
Getting deep insights into your business finances is now just a single question and a few seconds away with Freya, your personal AI Accounting Assistant! π
Freya not only gives you easy access to your financial data, but also helps you talk to it.
Meaning? You can ask questions like -
- "What percentage of my invoiced revenue came from invoices that included a discount? what was the average discount percent applied?"
- "What is our current Days Sales Outstanding (DSO) calculated as of June 19, 2025?"
- "What was our Quotation-to-Invoice conversion rate for Quotations, measured both by the count of documents and by total value? What was the average time taken to convert those quotations?"
...and Freya will give you all the answers you need, in almost no time!β‘
Experience the future of accounting today!
π Get Access to Freya> Navigating on Refrens is now
faster
, simpler
, and more organized
our the new sidebar structure!
What's new?
1. Accounting Is Now Split into Two Sections
Weβve restructured Accounting for better clarity:
- Sales >Manage all receivables (Invoices, receipts, clients, etc.)
- Purchases & Expenses >Manage all payables (vendors, purchases, etc.)
2. Quick Access to Key Sections
Navigate effortlessly with dedicated menus for:
- Inventory
- Accounting Reports
- Bank & Payments
3. Direct Access to Financial Reports
Your financial insights are just a click away with the redesigned
Accounting
(Previously "Advanced Accounting") menu.How do you like the new Sidebar?
Share your feedback here>Viewing Warehouse-level inventory details and transactions is now super easy with the new Warehouse dashboard!
Go to Inventory > Warehouses to take a look! π
Now update item details such as price, name, description, etc. for multiple items at once with the new "Bulk Update Inventory" option:
Just put the updated details of all the items in an Excel file, upload it to Refrens, wait for a few seconds, and you are good to go!
While transferring stock from one branch/location/warehouse to another, you can now automatically generate a corresponding Delivery Challan in 1-click!
While transferring stock, just select "Generate Delivery Challan" and you are good to go!
Now you can connect multiple WA Business numbers with Refrens to send messages to your clients from your own WA number.
You can set a "Default" WA number, and also select from different WA numbers while sending messages.
Viewing all leads linked to a particular client/organisation is now super quick.
Just go to the "
More" option
> "All Leads
" from your clients dashboard
to view the detailed history of all the leads from that particular client/organisation:
Just like invoices, you can now show payment details on your quotations as well!
After creating a Quotation, go to the "Bank and UPI Details" section on the preview page, select the payment details you want to show on the quotation, and you are good to go!
Now collect payments directly from your invoices via Cashfree integration.
Major Benefits:
1. Seamless Payment Collection
Once enabled, your clients will see a "
Pay Now
" button on the invoice view page. Clients can click on "Pay Now", add the payment & TDS details, and make payment via UPI, NetBanking, Wallets, or Cards as per their preference:
2. Automated Recconciliation
Once you receive the payment, the system will automatically -
- Reconcile payment against the invoice
- Generate a Payment Receipt
- Update Client Statement (SOA)
- Pass journal entries, create vouchers, and update relevant ledgers
3. Get Better Rates on Transaction Charges
If you get activated via Refrens, you can also get better and more competitive rates on the transaction charges.
Connect with your account manager to streamline your payment collection today!
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