Refrens is constantly improving to help businesses manage invoicing, accounting, inventory, CRM, payments, reports, compliance, vendors, sales, expenses, and more from one place.

This page brings together the latest Refrens product updates, feature launches, and improvements. Whether you are comparing Refrens with other tools or exploring what’s new, this page will help you understand how Refrens is evolving for modern businesses.

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May 2026 Updates

Bank Reconciliation Now Supports PDF Statements

Refrens now allows businesses to upload bank statement PDFs directly for reconciliation, removing the need to convert bank files into CSV format.

This makes bank reconciliation faster for businesses whose banks provide statements in PDF format. With smart transaction analysis, Refrens can help identify details like reference number, party name, category, and payment method, making it easier to match bank entries with ledger records.

Best suited for: Accountants, finance teams, SMEs, and businesses that regularly reconcile bank statements.

GST Compliance Report for Clients and Vendors

The GST Compliance Report helps businesses check the GST filing behaviour of clients and vendors before working with them.

Businesses can view GST compliance score, filing history, late or missed filing patterns, filing preference, GSTIN status, taxpayer details, and e-invoice status. This helps teams assess compliance risks before onboarding, billing, purchasing, or continuing transactions with a client or vendor.

Best suited for: Indian businesses, accountants, finance teams, procurement teams, and businesses that depend on input tax credit accuracy.

Inventory Transaction APIs for Stock Adjustments and Transfers

Refrens Inventory APIs now support inventory transactions, allowing businesses to manage stock movements through APIs.

This helps companies sync stock adjustments and warehouse transfers between Refrens and external systems such as e-commerce platforms, warehouse tools, ERPs, or internal business applications.

Best suited for: E-commerce businesses, trading companies, warehouse-heavy businesses, and companies using custom systems alongside Refrens.

Manage Returns for Serialized Items

Businesses using serial-wise inventory tracking can now manage returns for sold serial-numbered items.

Returned items can be classified as reusable, damaged, or scrapped. This helps businesses maintain proper visibility over product returns, replacements, repairs, warranty cases, and resale decisions.

Best suited for: Electronics sellers, appliance dealers, equipment suppliers, warranty-based businesses, and businesses selling high-value serialized products.

HSN/SAC Descriptions in GSTR-1 HSN Summary

Refrens now automatically fills HSN and SAC descriptions in the GSTR-1 HSN Summary.

This makes downloaded GSTR-1 Excel reports easier to review, verify, and share before filing. It reduces manual checking and helps businesses maintain cleaner GST reporting.

Best suited for: GST-registered businesses, accountants, CAs, and finance teams handling GSTR-1 reports.

Custom Reports

Businesses can now create custom reports by saving frequently used filtered views.

Instead of applying the same filters again and again, users can save a report view and access it later. Dynamic date filters also allow reports to update automatically for periods such as last month, last 30 days, or this quarter.

Best suited for: Business owners, managers, finance teams, sales teams, and operations teams that regularly track the same reports.

Change Client in Existing Documents

Refrens now allows eligible documents to have their client changed after creation.

This helps businesses correct mistakes without recreating the document or creating duplicate client records. It keeps billing, accounting, ledger, inventory records, and audit trails properly aligned.

Best suited for: Businesses with high document volume, accounting teams, and teams that need more flexibility while correcting document-level mistakes.

Quick Document Preview from Dashboard

Users can now preview documents directly from the dashboard without opening them in a new tab.

This helps teams review invoices, quotations, and other documents faster, especially when checking multiple records one after another.

Best suited for: Sales teams, accountants, business owners, and document-heavy businesses.

Meeting Scheduling and Google Calendar Sync in Leads

Refrens CRM now supports meeting scheduling inside Leads, along with Google Calendar integration.

Sales teams can track demos, calls, visits, and follow-ups directly from the lead record. Google Calendar sync helps manage availability, attendees, video meetings, and meeting updates.

Best suited for: Sales teams, client-facing teams, demo-driven businesses, agencies, consultants, and B2B companies.

OCR Scanning for Payment Screenshots

Refrens OCR scanning can now detect payment screenshots and payment receipts while recording purchases or expenses.

This helps businesses create ready-to-review expense drafts from UPI screenshots, payment proofs, and receipt images. It is useful when there is no formal vendor invoice but a payment record still needs to be captured.

Best suited for: Businesses managing reimbursements, petty cash, travel expenses, office purchases, and quick vendor payments.

Easier Credit Note Settlement

Credit notes can now be settled against invoices directly from the Credit Note Dashboard.

This helps businesses adjust credit note balances against unpaid or partially paid invoices more cleanly. It also improves tracking of adjusted amounts, remaining balances, and credit note utilisation status.

Best suited for: Businesses that regularly issue credit notes, handle returns, or adjust customer balances.

Smarter Price Mapping During Document Conversion

Refrens now gives businesses more control over how item prices are picked when converting one document into another.

Businesses can choose whether prices should continue from the previous document or update based on inventory-configured buying or selling prices. This makes document conversion more accurate for businesses that buy and sell the same item at different prices.

Best suited for: Trading businesses, inventory-led businesses, distributors, wholesalers, and businesses with frequent sales-purchase document conversions.

Line-Item-wise Fulfilment in Order Management Report

The Order Management Report now shows fulfilment at the line-item level.

Instead of only seeing whether a document is fulfilled or pending, businesses can check how many units of each item are fulfilled, partially fulfilled, pending, or overfulfilled.

Best suited for: Trading businesses, manufacturers, distributors, and businesses handling partial deliveries or partial billing.

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April 2026 Updates

Bulk Upload with Custom CSV Format

Refrens now allows users to upload CSV files in their own format and map columns with Refrens fields.

This reduces the need to rename columns manually every time. Once a mapping is saved as a template, future uploads become faster and less error-prone.

Best suited for: Businesses importing data from external systems, accountants, finance teams, and teams handling large document uploads.

Bulk OCR Scanning

Bulk OCR Scanning allows businesses to scan multiple documents at once instead of uploading invoices one by one.

Users can upload multiple bills or invoices together, review the extracted information, and add them to expense records after verification.

Best suited for: Accounting teams, businesses with high purchase volume, finance teams, and companies processing vendor bills in bulk.

Cleaner Lead View Page

The Lead View page in Refrens CRM has been improved to make lead information easier to scan, edit, and act on.

Lead details, internal notes, attachments, linked documents, and fields are now organised more clearly. Collapsible sections also help teams reduce clutter and focus on relevant information.

Best suited for: Sales teams, CRM users, agencies, consultants, and businesses managing detailed lead conversations.

Client Outstanding Report: PDF Download and Summary Cards

The Client Outstanding Report now includes PDF download and summary cards.

Businesses can quickly view overdue invoices, total overdue amount, and average days overdue without checking every invoice manually. The PDF option also makes the report easier to share.

Best suited for: Accountants, business owners, finance teams, and businesses tracking receivables.

Default ITC Configuration for Purchase Items

Businesses can now set a default ITC configuration for purchase line items.

This helps save time when most purchase items follow the same ITC treatment, while still allowing item-level changes when needed.

Best suited for: GST-registered businesses, accountants, purchase teams, and businesses handling frequent purchase entries.

Linked Documents from Dashboard

Refrens now shows linked documents directly from the document dashboard.

This gives users better visibility into converted documents, related records, linked line items, amounts, statuses, and document flow.

Best suited for: Businesses using quotations, sales orders, invoices, purchase orders, delivery challans, and other connected documents.

Contacts for Multiple POCs

Refrens now supports multiple contacts under a single client or vendor.

This helps businesses manage different points of contact without creating duplicate client or vendor records. Contacts can also be used in invoices, quotations, and other documents.

Best suited for: B2B companies, agencies, wholesalers, service businesses, and companies dealing with multiple people in the same organisation.

VAT Return Report

Refrens now supports VAT Return Reports, helping businesses view output tax, input tax, and net VAT payable in one place.

This gives VAT-registered businesses a clearer picture of their tax position and makes it easier to share reports with tax consultants.

Best suited for: VAT-registered businesses, finance teams, tax consultants, and businesses operating in VAT-based markets.

Create Expenses from Bank Entries

Businesses can now create expenses directly from bank reconciliation entries.

If an expense appears in the bank statement but is missing from the ledger, it can be recorded from the reconciliation screen itself. This helps keep bank and ledger records aligned.

Best suited for: Accountants, business owners, finance teams, and businesses that regularly reconcile bank transactions.

Profit & Loss Multi-Period Comparison

The Profit & Loss Report now supports comparison across multiple periods.

Businesses can compare income, expenses, COGS, gross profit, and net profit across different periods to identify trends faster.

Best suited for: Business owners, accountants, CFOs, finance teams, and growing businesses reviewing performance trends.

Inventory Movement Summary and Graph View

The Inventory Transactions dashboard now includes summary and graph views.

Businesses can analyse stock in, stock out, net movement, and inventory trends visually across different time periods.

Best suited for: Inventory-led businesses, warehouses, distributors, retailers, and manufacturers.

Attachments in Lead Notes

Users can now add attachments to internal lead notes.

This helps teams keep proposals, requirement documents, images, recordings, and other files directly linked to the relevant lead conversation.

Best suited for: Sales teams, agencies, consultants, and businesses with document-heavy client discussions.

Serial-wise Inventory Tracking

Refrens now supports serial-wise inventory tracking.

Businesses can assign serial numbers to items, add them in documents, and view serial-level details and transaction history.

Best suited for: Electronics, appliances, machinery, equipment, medical devices, and high-value inventory businesses.

Global Keyboard Shortcuts

Refrens now supports global keyboard shortcuts for faster navigation and document creation.

This helps frequent users move around Refrens faster and access important actions without relying only on mouse clicks.

Best suited for: Power users, accountants, sales teams, and businesses with high daily usage.

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March 2026 Updates

Personalised Sidebar Layout

Users can now customise their sidebar layout based on their own workflow.

Each team member can arrange menu items differently, so sales teams, accountants, and inventory teams can keep their most-used sections at the top.

Best suited for: Multi-user businesses, sales teams, accounting teams, and companies using multiple Refrens modules.

Searchable and Mandatory Custom Fields in Documents

Document custom fields can now be marked as searchable or mandatory.

Searchable fields help users find documents using internal values such as PO number, project ID, reference number, or department code. Mandatory fields ensure important internal details are never missed before saving a document.

Best suited for: Businesses with internal approval processes, project-based work, enterprise clients, and teams that need cleaner document tracking.

Improved Dashboard Graphs

Refrens has improved document dashboard graphs with smoother visuals, better currency formatting, enhanced tooltips, and zoom/pan controls.

This makes business data easier to read and analyse from dashboards.

Best suited for: Business owners, managers, finance teams, and teams that rely on dashboard-level insights.

AI OCR Scanning for Sales Invoices

Refrens now supports AI OCR scanning for sales invoices created outside Refrens.

Businesses can upload external sales invoices and convert them into draft invoices inside Refrens after verification.

Best suited for: Businesses migrating to Refrens, accountants handling external invoices, and teams that need to digitise historical or third-party invoice records.

Recurring Invoices from Own Email or WhatsApp Number

Recurring invoices can now be sent from the user’s own email or WhatsApp number.

This helps businesses maintain a more personalised communication flow while sending recurring invoices to customers.

Best suited for: Subscription businesses, service providers, agencies, rental businesses, and businesses using recurring billing.

Improved Date Period Filters

Date period filters are now easier to use with separate month and year selection.

This makes it faster to move across past and future periods while filtering reports or documents.

Best suited for: Accountants, finance teams, and users working with historical or future-dated records.

UAE TRN on Documents

Businesses can now add and display Tax Registration Number, or TRN, on documents.

This helps UAE businesses include important tax registration details on invoices, quotations, and other business documents.

Best suited for: UAE businesses, VAT-registered businesses, and companies issuing tax-compliant documents.

Batch Info in Invoice Line Items

Refrens now allows businesses to display batch-specific information in invoice line items, such as batch code, expiry date, and manufacturing details.

This improves traceability for batch-tracked products and supports compliance needs in regulated industries.

Best suited for: Pharmaceutical, FMCG, food, chemical, and regulated goods businesses.

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February 2026 Updates

All Ledgers Master Report

The All Ledgers Master Report gives businesses a consolidated view of all ledger statements in one place.

Instead of opening ledgers one by one, accountants and owners can review all ledger activity from a single structured report.

Best suited for: Accountants, CAs, business owners, and finance teams reviewing books.

Client Statement Period While Sending Emails

Users can now choose the exact client statement period while sending invoice emails.

This helps businesses share only the most relevant account summary with clients, such as this month, last three months, this year, or a custom period.

Best suited for: Service businesses, agencies, accountants, and businesses that regularly share statements with clients.

Due Dates in Purchase Orders

Purchase Orders can now include due dates to track when items are expected to arrive.

This helps teams plan inventory, avoid stock gaps, and coordinate better with suppliers.

Best suited for: Trading businesses, manufacturers, retailers, distributors, and purchase teams.

Save & Create New Documents Faster

The “Save & Create New” option helps users quickly save a document and start creating the next one.

This is useful when businesses need to record multiple transactions quickly without previewing or sharing each document immediately.

Best suited for: Accountants, finance teams, and businesses with high-volume document entry.

Lock Invoice Edits After E-Invoice Generation

Refrens now allows businesses to lock invoice edits once an e-invoice has been generated.

This protects government-validated invoice data from unintended changes and helps maintain compliance.

Best suited for: GST-registered businesses, accountants, compliance teams, and businesses generating e-invoices.

Order Management Report

The Order Management Report helps businesses understand how much of an order has been billed, fulfilled, pending, or utilised.

It brings linked documents together and gives better visibility into partial billing, batched deliveries, and order utilisation.

Best suited for: Trading businesses, manufacturers, distributors, and businesses managing orders across multiple documents.

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Refrens Keeps Getting Better for Growing Businesses

Every new Refrens update is built to make business operations faster, clearer, and more connected.

Whether you manage invoices, accounting, GST, inventory, leads, payments, vendors, or expenses, Refrens continues to improve how businesses run daily operations from one place.

Keep checking this page for the latest Refrens product updates, new features, and improvements.