Streamline Vendor Onboarding & Purchase Approvals with ease with our new Approval Workflows!

If you are dealing with multiple vendors regularly, setting up Approval Workflows can solve a lot of challenges (scattered communications, collaboration bottlenecks, unnecessary back-and-forths, etc). Here's how:

Managing approvals of large numbers of Purchases & Expenses regularly can be daunting - inconsistent Vendor Invoice formats, missing data, and broken collaboration between multiple stakeholders can make things difficult.

With our new update, you can add every Purchase/Expenditure into dedicated workflows that are custom-made for your business needs.

Different team members can seamlessly collaborate to record purchases, add them to set workflows, make reviews & updates, and take decisions on Approvals or Rejections.

Now you can create, customise, send, and manage RFI (Request for Invoice) links with Refrens!

If you are dealing with multiple vendors and looking to streamline your vendor invoicing process, RFI links can be your saviour.

RFI links allow you to mandate a custom unified invoice format from your vendors, reducing invoicing errors and unnecessary back-and-forths.

Go to Business Settings > Accounting Options > Customised Request for Invoice to get started!

While creating lead capture forms, you can now choose to auto-assign leads based on duplication:

Once enabled, the system will check if the newly generated lead is a duplicate of an existing lead (based on your custom criteria) in the same pipeline.

If yes, the newly generated lead will also be auto-assigned to the same assignee.

Try this today to save time and maintain a clean database!

Just like our and integrations, you can now connect your custom email domain via to send emails from Refrens!

If you want to upload Batches for multiple items at once, you can do so easily with the new "Bulk Upload Batches" option!

Just add the Batch details in a CSV file, upload it on Refrens, and you are good to go!

Now get better flexibility, improved usability, and deeper insights in the Trial Balance Report with our major new updates!

Here’s what’s new:

If you are no longer using a particular ledger account, you can now archive it by marking it as "Inactive":

These inactive accounts will no longer show up in your Trial Balance and other financial reports in the future, helping you ensure a clear Books of Accounts.

If needed, you can also restore an Inactive Account at any time!

We have two important updates for our Malaysia E-invoicing users:

Now you can record Vendor Bank info such as Bank A/c. Number, A/c. Type, IFSC/SWIFT/IBAN code, and more while adding/editing vendor details.

Having this readily available will help you streamline your processes for Payouts and Vendor Verification (Coming soon on Refrens!).

, when you applied round-off settings in a document, it affected the Item column as well.

Meaning, if you wanted the to display only two decimal places, your column also got limited to two decimal places as well.

This limited your ability to add rates with higher precision.

the column is exempt from invoice-wide round-offs by default.

This means you can now enter item rates with greater precision without worrying about the overall invoice rounding.

For example, in the following invoice, even though the column is rounded off to two digits, you can still have more than two decimal points in the column:

This is, of course, highly configurable.

If you want to apply the Invoice-wide round-off settings to your Rate column as well, you can do that from the "Number/Currency Format" configurations: