V4.8 – Released on Nov 18, 2022
- 1. NEW: Ledger format 3 added with much more details
- 2. NEW: Service Staff status modal added in pos screen (Document Link)
- 3. NEW: Delivery slip print option in List sales.
- 4. Improvement: Removed quantity check for Drafts & Quotations invoices
- 5. Improvement: Option to display the description in the invoice (Enable from Invoice layout -> Add/Edit -> Product description)
- 6. Improvement: Displayed email in view sales
- 7. Improvement: Delete font size increased
- 8. Improvement: Displayed SKU in add/edit/view stock transfer
- 9. Improvement: Total purchase return paid and total sell payment paid displayed on dashboard
- 10. Improvement: Custom Views added to backup
- 11. FIX: Subtotal issue on invoice fixed
- 12. FIX: Cash denomination error on add/edit sale/purchase fixed
- 13. FIX: Ledger last financial year due and current financial year opening balance mismatch issue fixed
- 14. FIX: Delete category permission issue fix
GST purchase report & GST sales report for Indian users. (Document Link)
Patch release V4.7.8 – Aug 12, 2022
- 1. Login as a user using the SaaS Module issue fixed – (DOCUMENT)
V4.7.8 – Released on July 13, 2022
- 1. NEW: Option to add ledger discount on view contact details page (DOCUMENT)
- 2. NEW: Second unit added to add/edit product also option to add quantity in second unit added to purchase/sell (Need to enable it from Business settings > Products) (DOCUMENT)
- 3. NEW: Currency precision and quantity precision moved from config to business settings (DOCUMENT)
- 4. NEW: Added option to download PDF for Purchase Order
- 5. NEW: Added notification option in purchase order
- 6. NEW: Previous unit price added to the product line of sell and purchase (DOCUMENT)
- 7. NEW: Search option added to account book and cash flow
- 8. NEW: Export all products in excel format, with complete details (DOCUMENT)
- 9. NEW: Product sold details table added to cash register modal
- 10. NEW: Cash denomination option in add/edit sale purchase screen (DOCUMENT)
- 11. Improvement: Row color change for alert quantity added to stock report
- 12. Improvement: Location filter added to dashboard stock alert table
- 13. Improvement: Removed stock check for draft and quotation
- 14. Improvement: Subcategory added to list expenses
- 15. Improvement: Total items added to invoice
- 16. Improvement: Category and custom fields columns added to stock report
- 17. Improvement: Contact name and business name added product stock history
- 18. Improvement: Contact filter in tax report
- 19. FIX: Pay term with pos sale issue fixed
- 20. FIX: Update variable product with too many variations issue fixed
- 21. FIX: Dropzone issue on import purchase product fixed
- 22. FIX: Ledger location filter issue fixed
- 23. FIX: Sales order line not getting added while stock is zero issue fixed
V4.7.7 -Released March 26, 2022
- 1. NEW: Simplified ledger format added (Format 2)
- 2. NEW: Location filter added to the ledger
- 3. Improvements: Payment method and payment details added to cashflow and account book
- 4. Improvements: Child payments details and total advance amount displayed if advance payment on cash flow and account book
- 5. Improvements: Hide advance payment if advance payment remaining is zero on cashflow and account book
- 6. Improvements: Lot number added to item report
- 7. Improvements: Display discounted price on invoice (need to enter Discounted unit price label: in invoice layout)
- 8. Improvements: Displayed unit breakdown shown on invoices (need to check Show base unit details in invoice layout)
- 9. Improvements: Line break for product description preserved in invoice print
- 10. FIX: Fix for media upload(Image upload for products)
- 11. FIX: Edit POS showing warranty dropdown twice issue fixed
- 12. FIX: Label print issue when printed from list products fixed
- 13. FIX: Quick add supplier/customer from sale and purchase screen not displaying business name issue fixed
- 14. FIX: HTML link URL issue on print invoice fixed
- 15. FIX: Add payment form validation issue fixed
Patch for version 4.7.6 – Feb 17, 2022
- 1. Fix the issue with saving customer & supplier not working in some cases.
V4.7.6 -Released Feb 2, 2022
- 1. NEW: Price group selection option added to print label form
- 2. NEW: Download image from URL implemented in import products
- 3. NEW: Custom field tags added to notification templates
- 4. IMPROVED: Location permission check on product list stock added
- 5. IMPROVED: Out of stock check removed from sales order
- 6. IMPROVED: Subcategory option in add expense
- 7. FIX: Import purchase products in xls file
- 8. FIX: Added option to add date & notes when adding opening stock.
- 9. FIX: filters added in List Customers & List suppliers
- 10. FIX: Added units selection option in stock transfer
- 11. FIX: Location dropdown filter added to dashboard data tables
- 12. FIX: Commission agent required in add sales option added to settings
- 13. FIX: duplicate check for the mobile number on add/edit contact form added
- 14. FIX: invoice font color changed to black
- 15. FIX: Autoupdate pos header DateTime in every minute
- 16. FIX: Qr code removed from draft and quotation
- 17. FIX: sku added to the product name on trending products
- 18. FIX: QR code time issue in ZATCA (Fatoora) format
- 19. FIX: Commission agent dropdown reset issue on the pos screen
- 20. NEW: payment view currency format issue fixed
- 21. NEW: external invoice URL issue with location print setting fixed
- 22. NEW: Business address not showing issue by disabling business name and locations in some invoice layouts fixed
- 23. IMPROVED: Datatable translation issue fixed
- 24. IMPROVED: Product view stock not showing issue fixed
- 25. IMPROVED: Sales return permission
- 26. FIX: Discount issue on import sale
- 27. FIX: Combo product issue on cash register
- 28. FIX: Combo product issue on profit loss report
- 29. FIX: Combo product issue on product sell report
- 30. FIX: Fixed discount issue with combo product
- 31. FIX: Edit/Delete permission in recent transactions modal in POS screen
- 32. FIX: Shipping charge in stock transfer.
NOTE: Update also available below modules. So if you’re using them then update them.
V4.7.4 – Released 14 Dec 2021
Note: If you’re using V4.7.3 then you must update to 4.7.4
V4.7.3 – Released 8 Dec 2021
- 1. QR code fix for Saudi Arabia
- 2. Quantity available shown for each item in stock transfer and stock adjustment
- 3. Added invoice number in sales return
- 4. Invoice heading for quotation fix
- 5. Ledger improvements
V4.7.2 – Released 2 Dec 2021
- 1. QR code fix for Saudi Arabia
V4.7.1 – Released 28 Nov 2021
- 1. NEW: Displayed customer due on selecting customer in add/edit pos & sale
- 2. Improved : In add/edit product purchase price auto-calculated when the selling price is entered.
- 3. FIX: Export buttons in datatable permission fixes.
- 4. FIX: If selected contact enabled contact list will show only the selected contacts.
- 5. FIX: Stock report print decimal issue fixed
- 6. FIX: Address format in invoices improved
- 7. FIX: lang invoice in invoice URL issue fixed
- 8. FIX: Stock report not loading issue
V4.7 – Released 18 Nov 2021
- 1. NEW – Separate permissions for add, edit and delete for sell and purchase payments
- 2. NEW – Edit account opening balance, fund transfer, deposits
- 3. NEW – Permissions for edit and delete account transactions
- 4. NEW – Footer total added to account book, accounts list, and cashflow
- 5. NEW – Sales order heading in invoice layout settings
- 6. NEW – Location name added to invoice QR code
- 7. NEW – Additional expenses in Sell add/edit/view and in profit loss report
- 8. NEW – Permission for export button in datatables added
- 9. NEW – Edit account transaction from account book form improvements added, primary account selection in deposit and transfer form
- 10. NEW – Added tax summary option in invoice layout
- 11. NEW – Size option in labels printing.
- 12. IMPROVE – Invoice label improved
- 13. IMPROVE – Cashflow date order changed
- 14. IMPROVE – Pos screen totals getting hidden on mobile screen fixed
- 15. FIX – Edit product price and discount from sales screen permission on sale screen
- 16. FIX – Lot number not showing on view stock adjustment
- 17. FIX – Product history not showing ingredients used in production
- 18. FIX – Account book balance
- 19. FIX – Purchase return view modal
- 20. FIX – Purchase return contact name not showing
- 21. FIX – Trial balance and cash flow debit credit
V4.6 – Released 7 Oct 2021
- 1. Added Search by SKU in profit loss by product table
- 2. Sell return issue with QRcode fixed
- 3. Pending shipments added to dashboard
- 4. Add expense permission check added to pos add permission button
- 5. Submit button and scroll to top link overlap issue fixed in some forms
- 6. Missing location permission checks added to multiple reports, account dropdown location check added
- 7. Total expense issue on register details modal fixed
- 8. Pay term type dropdown not getting selected on selecting customer issue fixed on sale form
- 9. Location permission added to cash flow, balance sheet, trial balance and view all attendance
- 10. Location filter added to cash flow, trial balance, balance sheet
- 11. Shipping charge added to cash register details grand total
- 12. Ledger issue with opening balance payment fixed, Payment type label issue on opening balance fixed
- 13. Profit loss report common date filter and location filter added
- 14. Register report footer totals added
- 15. SMS and WhatsApp notification also added on update sale
- 16. On disabling discount shipping button getting hidden issue fixed on the pos screen
- 17. Default payment account issue on edit sell fixed, translation issue of purchase order details modal fixed
- 18. Customer name not showing in invoice for business type contact issue fixed, submit button overlap with scroll to top link issue fixed
- 19. Sales order update success message missing issue fixed
- 20. Invoice business address missing comma after landmark fixed
V4.5 – Released 8 Sep 2021
- 1. NEW: Add expense from pos screen
- 2. FIX : Opening balance logic changes in customer/supplier ledger
- 3. FIX: Cash register sale total issue when previous sales date is selected.
- 4. FIX: Minimum sell price validation added in add sale (now works same as POS sales)
- 5. FIX: Import contact business name when customer fixed.
- 6. FIX: 409 error on contact update in some servers fixed
- 7. FIX: Payment account debit credit sides swapped
- 8. FIX: Convert draft to final exception handling issue fixed
- 9. FIX: Datatable action dropdown issue fixed
V4.4 – Released 19 Aug 2021
NOTE: After updating KOKA Books POS to V4.4 please update all other modules also.
- 1. [NEW] Payment edit option in edit sale
- 2. [NEW] In product sell report added sales by category and brand
- 3. [NEW] In dashboard replaced pre-defined date to date range picker.
- 4. [NEW] Commission calculation types added: 2 types (Invoice value & Payment received). Related changes in Sales representative report and payroll commission calculation changed
- 5. [NEW] Option to display commission agent name in invoice layout.
- 6. [NEW] Option to change proforma invoice heading in invoice layout
- 7. [NEW] Purchase custom fields added
- 8. [NEW] Additional expenses fields added to purchase & purchase order
- 9. [NEW] Line discount displayed in invoice. Need to enable from Invoice layout.
- 10. [NEW] New layout for ledger as per accounting format.
- 11. [Improvement] Many new permissions were added & improved in add/edit roles.
- 12. [Improvement] Check added to not allow change admin role if one admin is present in business.
- 13. [Improvement] Sku added to stock alert and stock expiry alert on the dashboard
- 14. [Improvement] Account book slow loading optimized.
- 15. [Improvement] Profit loss report optimized
- 16. [Improvement] Account list datatable query optimized
- 17. [Improvement] Sell details calculation for dashboard and balance sheet optimized
- 18. [Improvement] Cashflow loading optimized
- 19. [Improvement] Ajax based contact dropdown implemented on add/edit user form
- 20. [Improvement] Contact list filters added
- 21. [Improvement] Line taxes added to view sale
- 22. [Improvement] Customer supplier report search by business name added
- 23. [Improvement] Customer group filter added to product sell report
- 24. [Improvement] Item description column added to Items Report
- 25. [Improvement] Payment method added to tax report
- 26. [Fix] Stock expiry report quantity issue
- 27. [Fix] RTL issue in slim2 invoice layout fixed
- 28. [Fix] Product expiry related issue fixed
- 29. [Fix] Removed – Purchase order getting added in opening-closing stock
- 30. [Fix] decimal point issue at some places fixed
- 31. [Fix] expense list print number format
- 32. [Fix] Cash register report total calculation
- 33. [Fix] Currency symbol issue in ledger pdf
- 34. [Fix] Import product opening stock fix
V4.3 Released (May 19, 2021)
- 1. Fixed blank screen issue
V4.2 Released (May 2, 2021)
- 1. NEW: Purchase order feature (Document)
- 2. NEW: Sales order feature (Document Link)
- 3. NEW: Search product by custom fields in POS & Sales screen.
- 4. NEW: Separate page for Activity log, only visible to the admin role. (Reports -> Activity Log)
- 5. NEW: Cash register denominations feature added (Document Link)
- 6. Improvement: SKU editable in add/edit products
- 7. Improvement: Shipping note and shipping related activities added to edit shipping modal
- 8. Improvement: Line discount added to invoices
- 9. Improvement: Sales representative commmission calculation changes. (Remove tax shipping etc from commission)
- 10. Improvement: prefix added for year type invoice scheme
- 11. FIX: Customer/Supplier Ledger issue
- 12. FIX: Product history not showing purchase return
- 13. FIX: Warranty & Expiry date not showing add sales
- 14. FIX: double customer name removed from invoices
- 15. FIX: multiple permission fixes
- 16. FIX: Sell table footer total sell return due
V4.0 Released (March 4, 2021)
NEW:
- 1. Activity log for sell, purchase, shipping, sell return, purchase return, contacts, users, contact, sell transfer, expense, stock adjustment, todos, login, logout, purchase & sales notification, users, contact, sell transfer, expense, stock adjustment, and todos
- 2. Internet connection Online/Offline status indicator
- 3. Disable ajax call and form submission on offline mode.
- 4. Option for proforma invoice
- 5. Business name displayed with the contact name in sale/draft list and reports
- 6. Show customer address on sales add/edit
- 7. Show supplier address on purchase add/edit
- 8. Sell custom fields
- 9. Permission to delete direct sell
- 10. Document upload option in add sales
- 11. Custom fields in Shipping
- 12. Upload shipping documents in shipping.
- 13. Product brochure upload option in add/edit product.
- 14. Number to word format in invoice Indian format option
- 15. Pay button added to dashboard sell/purchase payment due table
- 16. Cron job command for backup clean
- 17. Permission for commission agent sell and shipment
- 18. 4 new custom payments added.
- 19. Show price of products in the tooltip in POS screen product suggestion.
- 20. Option to set default credit limit while adding customer
- 21. Selling price group linked to the customer group
- 22. Permission to print invoice added
Improvement/Fixes:
- 1. Discount permission.
- 2. Edit combo product issue on edit sell,
- 3. Update combo product stock issue
- 4. Custom label issue for types of service,
- 5. Minimum selling price validation issue on sale form
- 6. Edit expense
- 7. Profit loss report end date issue
- 8. pl report by invoice first-row empty issue fixed
- 9. Word break issue on invoice
- 10. Account book showing deleted contact pay amount issue
- 11. Refresh contact payment on deleting payment implemented
- 12. Customer group filter
- 13. Autosend notification error suppressed,
- 14. Deleting expense refund fixed
- 15. Account link from advance payment removed
- 16. Product stock history quantity calculation
- 17. Gross profit fixed on profit loss report group by invoice