Add Lost Opportunity Report, Add Non Performing Customer Report, Sales Commission Report, Item Profitability Consolidated Report, Monthly Item Profitability Report, etc.

September 25, 2023

Add TDS Changes, Add Bundle, Add Promotion discount, Add fields in Attribute Wise Stock Report, & – Add Contact name and code column in listing page, etc.

October 10, 2023

Add BOQ, Add Item Transaction Report, Add Daily Item Profitability Report, Add Employee Target v/s Achievement Reports, etc.

Published by Team @HostBooks at Last Updated on October 11th, 2023 at 2:11 pm Published on September 30, 2023

Features

Pro Inventory – BOQ for Shapes & Sizes (Flat, Sheet, Ducts, Etc)
Report – Add Item Transaction Report
Report – Add Daily Item Profitability Report
Report – Add Employee Target v/s Achievement Report
Report – Add Export Lost Opportunity Report
Report – Add Export Non-Performing Customers
Spend Money – Add Void tab in From Bills
Receive Money – Add Void tab in From InvoiceFixed some Customer issues.
Fixed some Customer issues.

Pro Inventory – Add Bill of Quantities: With this release, we have given to add BOQ. You can create BOQ for Ducts & Sheet Metal.

Available Here: Pro Inventory → BOQ

Please referrer below screenshot for your help.

Add Formula Master

Add Duct Shape master

Add Material Type master

Add Flange Size master

Add BOQ

Report – Add Item Transaction Report: With this release, we have given Item Transaction Report. You can see number of transaction of particular item and total price of that item.

Available Here: Reports → Utility Report Item → Transaction Report

Please referrer below screenshot for your help.

Report – Add Daily Item Profitability Report: With this release, we have given to daily Item Profitability Report. You can see item sales & purchase on daily basis.

Available Here: Reports → Customer Report → Daily Item Profitability Report

Please referrer below screenshot for your help.

Report – Add Employee Target v/s Achievement Report: With this release, we have given Employee Target v/s Achievement Report. You can see achievement as contact wise and Period wise.

Available Here: Reports → Utility Report → Employee Target v/s Achievement Report

Please referrer below screenshot for your help.

Report – Add Export in Lost Opportunity Report: With this release, we have given to export your data in excel and verify it.

Available Here: Reports → Utility Report → Lost Opportunity Report

Please referrer below screenshot for your help.

Report – Add Export in Non-Performing Customers: With this release, we have given to export your data in excel and verify it.

Available Here: Reports → Utility Report → Monthly Item Profitability Report

Please referrer below screenshot for your help.

Spend Money – Add Void tab in From Bills: With this release, we have given void tab option in From Bills. You can see all void transactions.

Available Here: Banking → Payments → From Bills

Please referrer below screenshot for your help.

Receive Money – Add Void tab in From Invoices: With this release, we have given void tab option in From Invoices. You can see all void transactions.

Available Here: Banking → Receipts → From Invoices

Please referrer below screenshot for your help.

Bugs:

Bug Id	Discription
Client Issue	Add Reference field in Multi Tender Import
Client Issue	City Name is not coming correctly (Pin Code – 134107, 134109)
Client Issue	Data is not coming in Form Invoices (Tab)
Client Issue	Font size issue in BOM template.
Client Issue	Space coming while directly downloading the invoice
Client Issue	Some purchase invoices in which TDS is deducted is not syncing in HB TDS module. (Attached TDS payable Report :- Entries highlighted in Red are not synced)
Client Issue	Segment & Division Tab is not coming. Branch Accounting is enabled
Client Issue	S.No is not coming correctly in View (Sales/Bill)
Client Issue	In Shipping address party name is showing :- “M/S ELMEC” instead of “Sumit Malhotra”
Client Issue	Unable to export GL
Client Issue	Customer having issue facing in the “trial balance 22-23” Accounting Software. (22617)

We’re always excited to hear from you! If you have any feedback, questions or concerns, please email us at: qa@hostbooks.com.

Team @HostBooks

Comments are closed.

Add Lost Opportunity Report, Add Non Performing Customer Report, Sales Commission Report, Item Profitability Consolidated Report, Monthly Item Profitability Report, etc.

Add TDS Changes, Add Bundle, Add Promotion discount, Add fields in Attribute Wise Stock Report, & – Add Contact name and code column in listing page, etc.

Add BOQ, Add Item Transaction Report, Add Daily Item Profitability Report, Add Employee Target v/s Achievement Reports, etc.

Features

Team @HostBooks

Need GST Consultation

Try HostBooks
SuperApp Today

Add Lost Opportunity Report, Add Non Performing Customer Report, Sales Commission Report, Item Profitability Consolidated Report, Monthly Item Profitability Report, etc.

Add TDS Changes, Add Bundle, Add Promotion discount, Add fields in Attribute Wise Stock Report, & – Add Contact name and code column in listing page, etc.

Add BOQ, Add Item Transaction Report, Add Daily Item Profitability Report, Add Employee Target v/s Achievement Reports, etc.

Features

Team @HostBooks

Related posts

Adding Contact Update fields option in Import, adding Revenue graph on Dashboard, adding Unsettled Credit Separately option in Customer & Vendor Ageing Report, adding Bulk update Account and Regime & Rate, etc.

Adding Restrict duplicate item option in Sales/Bill Customization settings, adding future date lock option in Restricted Date Entry (User management), adding Branch assignment in Inventory update import, adding Tolerance limit in Purchase Requisition, etc.

Adding Tax Regime wise GST Report, Payment adding Payment adjustment option in PO, GRN & Bill, adding Category Import option in Pro Inventory, adding Service Item or Description wise conversion from DC to Invoice, adding Date, Time and Item wise alias option in DC Export, etc.

Try HostBooks SuperApp Today

Try HostBooks
SuperApp Today