14<\/td> Custom PDF File Names for Downloaded Documents<\/td> Lets users customise downloaded PDF file names using document type, number, client\/vendor name, date, and more.<\/td> Accountants, finance teams, agencies, document-heavy businesses<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>May 2026 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Bank Reconciliation with PDF Statements<\/td> Allows users to upload bank statement PDFs directly for reconciliation.<\/td> Accountants, finance teams, SMEs<\/td><\/tr> 2<\/td> GST Compliance Report for Clients and Vendors<\/td> Helps businesses check GST filing history, compliance score, GSTIN status, and e-invoice status.<\/td> Indian businesses, accountants, finance teams, procurement teams<\/td><\/tr> 3<\/td> Inventory Transaction APIs<\/td> Supports stock adjustments and warehouse transfers through APIs.<\/td> E-commerce businesses, trading companies, warehouse-heavy businesses<\/td><\/tr> 4<\/td> Returns for Serialized Items<\/td> Allows returned serialized items to be marked as reusable, damaged, or scrapped.<\/td> Electronics sellers, appliance dealers, equipment suppliers<\/td><\/tr> 5<\/td> HSN\/SAC Descriptions in GSTR-1 HSN Summary<\/td> Automatically fills HSN and SAC descriptions in GSTR-1 HSN Summary reports.<\/td> GST businesses, accountants, CAs, finance teams<\/td><\/tr> 6<\/td> Custom Reports<\/td> Lets users save frequently used filtered report views with dynamic date filters.<\/td> Business owners, managers, finance teams, sales teams<\/td><\/tr> 7<\/td> Change Client in Existing Documents<\/td> Allows eligible documents to have the client changed after creation.<\/td> High-volume businesses, accounting teams<\/td><\/tr> 8<\/td> Quick Document Preview from Dashboard<\/td> Lets users preview invoices, quotations, and other documents directly from the dashboard.<\/td> Sales teams, accountants, business owners<\/td><\/tr> 9<\/td> Meeting Scheduling & Google Calendar Sync in Leads<\/td> Enables scheduling, tracking, and syncing meetings directly from lead records.<\/td> Sales teams, client-facing teams, agencies, consultants<\/td><\/tr> 10<\/td> OCR Scanning for Payment Screenshots<\/td> Detects payment screenshots and receipts while recording purchases or expenses.<\/td> Reimbursement, petty cash, travel expense, and vendor payment teams<\/td><\/tr> 11<\/td> Easier Credit Note Settlement<\/td> Lets users settle credit notes against invoices directly from the Credit Note Dashboard.<\/td> Businesses issuing credit notes or handling returns<\/td><\/tr> 12<\/td> Smarter Price Mapping During Document Conversion<\/td> Gives control over whether item prices continue from the previous document or update from inventory prices.<\/td> Trading businesses, distributors, wholesalers<\/td><\/tr> 13<\/td> Line-Item-wise Fulfilment in Order Management Report<\/td> Shows fulfilment status at individual item level instead of only document level.<\/td> Trading businesses, distributors, businesses with partial deliveries<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>April 2026 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Bank Reconciliation with PDF Statements<\/td> Allows users to upload bank statement PDFs directly for reconciliation.<\/td> Accountants, finance teams, SMEs<\/td><\/tr> 2<\/td> GST Compliance Report for Clients and Vendors<\/td> Helps businesses check GST filing history, compliance score, GSTIN status, and e-invoice status.<\/td> Indian businesses, accountants, finance teams, procurement teams<\/td><\/tr> 3<\/td> Inventory Transaction APIs<\/td> Supports stock adjustments and warehouse transfers through APIs.<\/td> E-commerce businesses, trading companies, warehouse-heavy businesses<\/td><\/tr> 4<\/td> Returns for Serialized Items<\/td> Allows returned serialized items to be marked as reusable, damaged, or scrapped.<\/td> Electronics sellers, appliance dealers, equipment suppliers<\/td><\/tr> 5<\/td> HSN\/SAC Descriptions in GSTR-1 HSN Summary<\/td> Automatically fills HSN and SAC descriptions in GSTR-1 HSN Summary reports.<\/td> GST businesses, accountants, CAs, finance teams<\/td><\/tr> 6<\/td> Custom Reports<\/td> Lets users save frequently used filtered report views with dynamic date filters.<\/td> Business owners, managers, finance teams, sales teams<\/td><\/tr> 7<\/td> Change Client in Existing Documents<\/td> Allows eligible documents to have the client changed after creation.<\/td> High-volume businesses, accounting teams<\/td><\/tr> 8<\/td> Quick Document Preview from Dashboard<\/td> Lets users preview invoices, quotations, and other documents directly from the dashboard.<\/td> Sales teams, accountants, business owners<\/td><\/tr> 9<\/td> Meeting Scheduling & Google Calendar Sync in Leads<\/td> Enables scheduling, tracking, and syncing meetings directly from lead records.<\/td> Sales teams, client-facing teams, agencies, consultants<\/td><\/tr> 10<\/td> OCR Scanning for Payment Screenshots<\/td> Detects payment screenshots and receipts while recording purchases or expenses.<\/td> Reimbursement, petty cash, travel expense, and vendor payment teams<\/td><\/tr> 11<\/td> Easier Credit Note Settlement<\/td> Lets users settle credit notes against invoices directly from the Credit Note Dashboard.<\/td> Businesses issuing credit notes or handling returns<\/td><\/tr> 12<\/td> Smarter Price Mapping During Document Conversion<\/td> Gives control over whether item prices continue from the previous document or update from inventory prices.<\/td> Trading businesses, distributors, wholesalers<\/td><\/tr> 13<\/td> Line-Item-wise Fulfilment in Order Management Report<\/td> Shows fulfilment status at individual item level instead of only document level.<\/td> Trading businesses, distributors, businesses with partial deliveries<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>March 2026 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Personalised Sidebar Layout<\/td> Lets each team member customise the sidebar based on their workflow.<\/td> Multi-user businesses, sales teams, accounting teams<\/td><\/tr> 2<\/td> Searchable and Mandatory Custom Fields in Documents<\/td> Allows document custom fields to be searchable or mandatory.<\/td> Project-based businesses, enterprise teams, approval workflows<\/td><\/tr> 3<\/td> Improved Dashboard Graphs<\/td> Improves dashboard graphs with better visuals, tooltips, formatting, zoom, and pan controls.<\/td> Business owners, managers, finance teams<\/td><\/tr> 4<\/td> AI OCR Scanning for Sales Invoices<\/td> Converts external sales invoices into draft invoices inside Refrens after verification.<\/td> Businesses migrating to Refrens, accountants<\/td><\/tr> 5<\/td> Recurring Invoices from Own Email or WhatsApp Number<\/td> Allows recurring invoices to be sent from the user\u2019s own email or WhatsApp number.<\/td> Subscription businesses, agencies, service providers<\/td><\/tr> 6<\/td> Improved Date Period Filters<\/td> Adds easier month and year selection for filtering reports and documents.<\/td> Accountants, finance teams<\/td><\/tr> 7<\/td> UAE TRN on Documents<\/td> Allows UAE businesses to add Tax Registration Number on documents.<\/td> UAE businesses, VAT-registered businesses<\/td><\/tr> 8<\/td> Batch Info in Invoice Line Items<\/td> Displays batch code, expiry date, and manufacturing details in invoice line items.<\/td> Pharma, FMCG, food, chemical, regulated goods businesses<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>Feb 2026 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> All Ledgers Master Report<\/td> Gives a consolidated view of all ledger statements in one place.<\/td> Accountants, CAs, business owners, finance teams<\/td><\/tr> 2<\/td> Client Statement Period While Sending Emails<\/td> Lets users select a specific client statement period while sending invoice emails.<\/td> Service businesses, agencies, accountants<\/td><\/tr> 3<\/td> Due Dates in Purchase Orders<\/td> Allows purchase orders to include due dates for expected item arrival.<\/td> Trading businesses, distributors, purchase teams<\/td><\/tr> 4<\/td> Save & Create New Documents Faster<\/td> Lets users save one document and immediately start creating the next.<\/td> Accountants, finance teams, high-volume document users<\/td><\/tr> 5<\/td> Lock Invoice Edits After E-Invoice Generation<\/td> Locks invoice edits after e-invoice generation to protect government-validated data.<\/td> GST businesses, accountants, compliance teams<\/td><\/tr> 6<\/td> Order Management Report<\/td> Shows how much of an order is billed, fulfilled, pending, or utilised.<\/td> Trading businesses, distributors, order-heavy businesses<\/td><\/tr> 7<\/td> Item Categorization in Inventory<\/td> Categorise inventory items as Finished Goods, Raw Materials, Consumables, Packaging Materials, and more, with sellable\/non-sellable logic.<\/td> Inventory teams, traders, distributors, wholesalers<\/td><\/tr> 8<\/td> Inventory Items APIs<\/td> Create, find, get, update, and remove inventory items through APIs to sync stock with external platforms.<\/td> E-commerce businesses, developers, ERP integrations<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>January 2026 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Approval Reminders and Auto-Escalation<\/td> Send automated reminders to approvers and escalate overdue approvals to a designated owner.<\/td> Approval teams, finance teams, procurement teams<\/td><\/tr> 2<\/td> Enterprise Invoice Template<\/td> New grid-based invoice template with clearer billing, shipping, transport, notes, and terms sections.<\/td> Enterprises, finance teams, GST businesses<\/td><\/tr> 3<\/td> GSTR-3B Summary Report<\/td> View section-wise GSTR-3B data and download the summary as a PDF.<\/td> GST businesses, accountants, CAs<\/td><\/tr> 4<\/td> Client and Vendor Outstanding Report<\/td> View invoice-level receivables and purchase-level payables with overdue details and CSV export.<\/td> Finance teams, accountants, business owners<\/td><\/tr> 5<\/td> Delete Bank Statements and Reconciliation Records<\/td> Delete bank statements, bank books, and reconciliation sets with safeguards to protect reconciled data.<\/td> Accountants, finance teams<\/td><\/tr> 6<\/td> Inventory Items Dashboard<\/td> View item details, stock levels, batches, transactions, pricing, warehouses, and ledgers from one dashboard.<\/td> Inventory managers, warehouse teams, distributors<\/td><\/tr> 7<\/td> Bulk Reverse Journal Vouchers<\/td> Reverse multiple incorrect journal vouchers at once and receive a detailed email summary.<\/td> Accountants, finance teams, compliance teams<\/td><\/tr> 8<\/td> Stock Status Report<\/td> Track critical, low, well-stocked, and overstocked inventory across warehouses with quick actions.<\/td> Inventory teams, warehouse teams, purchase teams<\/td><\/tr> 9<\/td> Saudi Riyal Currency Symbol<\/td> Refrens now uses the official Saudi Riyal symbol instead of \u201cSAR\u201d across documents and interfaces.<\/td> Saudi businesses, GCC businesses, finance teams<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>December 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Trade India Lead Integration<\/td> Fetch leads directly from Trade India into Refrens Sales CRM.<\/td> Sales teams, B2B businesses, lead generation teams<\/td><\/tr> 2<\/td> Tax on Extra Charges<\/td> Apply tax on extra charges like shipping, packaging, and handling in documents.<\/td> GST businesses, finance teams, traders<\/td><\/tr> 3<\/td> Improved Client and Vendor Statement PDFs<\/td> Statement PDFs now include clearer balance cards, net change, and running balance.<\/td> Accountants, finance teams, business owners<\/td><\/tr> 4<\/td> Serial Numbers in Line Items<\/td> Shows serial numbers next to document line items to make large documents easier to review.<\/td> Accountants, sales teams, high-volume document users<\/td><\/tr> 5<\/td> Recurring Invoice End Rules<\/td> Stop recurring invoices after a fixed date, after a set number of cycles, or keep them running indefinitely.<\/td> Subscription businesses, agencies, service providers<\/td><\/tr> 6<\/td> Default Reorder and Overstock Points<\/td> Set default reorder and overstock thresholds for all new inventory products.<\/td> Inventory teams, purchase teams, warehouses<\/td><\/tr> 7<\/td> Optional Batch Details by Document Type<\/td> Control whether batch details are required or optional for quotations, purchase orders, invoices, and more.<\/td> Inventory-led businesses, pharma, FMCG, distributors<\/td><\/tr> 8<\/td> Attach Client or Vendor Statement in Emails<\/td> Attach client or vendor statements while sending invoices and other documents via email.<\/td> Finance teams, accountants, client-facing teams<\/td><\/tr> 9<\/td> Refresh Client or Vendor Balance on Preview<\/td> Refresh the latest client or vendor closing balance directly from document preview.<\/td> Accountants, finance teams<\/td><\/tr> 10<\/td> Default Due Dates for Clients and Vendors<\/td> Set default due dates for each client or vendor so invoices and expenses get the right payment terms automatically.<\/td> Finance teams, agencies, service businesses<\/td><\/tr> 11<\/td> Advanced Dashboard Filters<\/td> Use Include\/Exclude and AND\/OR logic in dashboard filters for more accurate searches.<\/td> Sales teams, finance teams, operations teams<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>November 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Auto-Add Documents to Approval Workflows<\/td> Automatically add invoices, quotations, purchases, POs, and other documents to approval workflows.<\/td> Approval teams, finance teams, procurement teams<\/td><\/tr> 2<\/td> Warehouse Details in Inventory Dashboard<\/td> Expand inventory rows to view warehouse-wise stock and status in one place.<\/td> Inventory teams, warehouses, distributors<\/td><\/tr> 3<\/td> Freya AI Access Control<\/td> Control which team members can access Freya AI using user roles and permissions.<\/td> Admins, finance teams, multi-user businesses<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>October 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Custom Approval Status Labels<\/td> Rename approval statuses like In Progress, Approved, and Rejected to match business workflows.<\/td> Approval teams, finance teams, operations teams<\/td><\/tr> 2<\/td> All Inventory Transactions Report<\/td> View all stock movements across items, warehouses, batches, and source documents in one report.<\/td> Inventory teams, warehouse teams, distributors<\/td><\/tr> 3<\/td> Configurable Duplicate Lead Detection<\/td> Choose which fields identify duplicate leads, such as name, email, or phone.<\/td> Sales teams, CRM admins, agencies<\/td><\/tr> 4<\/td> Attachments in Payments and Receipts<\/td> Attach payment slips, receipts, and supporting files while recording payments or creating receipts.<\/td> Finance teams, accountants, audit teams<\/td><\/tr> 5<\/td> Proforma Invoice Approval Workflows<\/td> Create approval workflows for proforma invoices with stage-wise controls.<\/td> Sales teams, finance teams, compliance teams<\/td><\/tr> 6<\/td> Create Purchase Order from Low Stock Items<\/td> Create purchase orders directly from low or critical stock items with prefilled vendor, quantity, and price.<\/td> Purchase teams, inventory managers, warehouses<\/td><\/tr> 7<\/td> Watermark on Documents<\/td> Add logo or text watermarks to invoices and other documents with control over opacity, rotation, and scale.<\/td> Finance teams, agencies, branded businesses<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>September 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Freya Voice Assistant<\/td> Talk to Freya AI using voice and get spoken responses for accounting and finance queries.<\/td> Business owners, accountants, finance teams<\/td><\/tr> 2<\/td> Role-Based Access for Workflows<\/td> Control workflow access with role-based permissions and approval visibility.<\/td> Admins, approval teams, finance teams<\/td><\/tr> 3<\/td> Workflow Details on Dashboards<\/td> View workflow name, assignee, stage, approval status, and approval history from dashboards and preview pages.<\/td> Sales teams, finance teams, approval teams<\/td><\/tr> 4<\/td> Workflow Email Alerts<\/td> Send email alerts for assigned, completed, rejected, or changed approvals.<\/td> Approvers, creators, workflow teams<\/td><\/tr> 5<\/td> Party Transaction Report<\/td> Analyse item-wise buying and selling activity for each client or vendor over a selected period.<\/td> Sales teams, inventory teams, finance teams<\/td><\/tr> 6<\/td> Duplicate Detection in Bank Statements<\/td> Detect duplicate transactions when uploading overlapping bank statement periods.<\/td> Accountants, finance teams<\/td><\/tr> 7<\/td> Batch Summary on Invoice Preview<\/td> Show batch details like manufacturer, expiry date, warehouse, and manufacturing date on invoice preview.<\/td> Pharma, FMCG, regulated inventory businesses<\/td><\/tr> 8<\/td> Landed Cost in Inventory<\/td> Record extra costs like transport, delivery, and handling to calculate real inventory cost.<\/td> Importers, traders, distributors<\/td><\/tr> 9<\/td> Inventory Valuation Report<\/td> View stock quantity, stock value, and value share at item or warehouse level.<\/td> Inventory teams, business owners, accountants<\/td><\/tr> 10<\/td> Sidebar Create New Shortcuts<\/td> Create documents, clients, vendors, and vendor leads directly from the sidebar.<\/td> Power users, sales teams, accountants<\/td><\/tr> 11<\/td> Client and Vendor Balance Tabs<\/td> View net billed or purchased amount, TDS, and current balance from document preview pages.<\/td> Finance teams, accountants<\/td><\/tr> 12<\/td> GSTR-1 Auto-Validation<\/td> Auto-check GSTR-1 reports for missing GSTINs, duplicate document numbers, and filing errors before download.<\/td> GST businesses, accountants, CAs<\/td><\/tr> 13<\/td> Approval Activity History<\/td> View who changed what and when during the approval process.<\/td> Approval teams, compliance teams<\/td><\/tr> 14<\/td> Workflow In-App Alerts<\/td> Get real-time inbox alerts for assigned, changed, approved, or rejected workflow items.<\/td> Approvers, creators, sales teams<\/td><\/tr> 15<\/td> Purchase Order Approval Workflows<\/td> Create custom approval workflows for purchase orders.<\/td> Procurement teams, finance teams<\/td><\/tr> 16<\/td> Stage-Wise Approval Action Controls<\/td> Define what users can do at each approval stage, such as edit, share, cancel, convert, or mark paid.<\/td> Admins, approval teams, finance teams<\/td><\/tr> 17<\/td> Create Entries from Unmatched Bank Transactions<\/td> Create payment receipts, payout receipts, or journal entries from unmatched bank transactions.<\/td> Accountants, finance teams<\/td><\/tr> 18<\/td> WhatsApp Message Preview<\/td> Preview WhatsApp messages before sending them to clients.<\/td> Sales teams, finance teams, support teams<\/td><\/tr> 19<\/td> E-Invoice Status Filter<\/td> Filter invoices by e-invoice status such as generated, cancelled, failed, or not generated.<\/td> GST businesses, accountants<\/td><\/tr> 20<\/td> E-Way Bill APIs<\/td> Generate e-way bills automatically using Refrens APIs.<\/td> Developers, ERP integrations, GST businesses<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>August 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Advanced Document Conversion<\/td> Partially convert documents or combine multiple documents into one for split delivery, bulk billing, and linked tracking.<\/td> Sales teams, inventory teams, distributors<\/td><\/tr> 2<\/td> Lead Configuration for Auto-Generated Leads<\/td> Control whether quotations create leads automatically and choose the pipeline or stage for those leads.<\/td> Sales teams, CRM admins<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>July 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> GSTR-1 Report Enhancements<\/td> Download JSON, view B2B\/B2C HSN bifurcation, and review document summary as per GST filing needs.<\/td> GST businesses, accountants, CAs<\/td><\/tr> 2<\/td> RFQ Links<\/td> Create and send RFQ links to collect standardised quotations from vendors.<\/td> Procurement teams, purchase teams, wholesalers<\/td><\/tr> 3<\/td> Bank Statement Reconciliation<\/td> Upload bank statements and automatically match transactions with ledger records.<\/td> Accountants, finance teams<\/td><\/tr> 4<\/td> Team Sales Report<\/td> Track salesperson-wise leads, revenue, conversion rate, closure time, and response metrics.<\/td> Sales managers, CRM teams<\/td><\/tr> 5<\/td> Client Performance Report<\/td> Track client-wise revenue, lead conversion, closed deals, deal size, and last interaction.<\/td> Sales teams, business owners<\/td><\/tr> 6<\/td> Lead Source Report<\/td> Compare lead sources by revenue, conversion rate, deal value, and lead quality.<\/td> Sales teams, marketing teams<\/td><\/tr> 7<\/td> Inventory Stock Thresholds<\/td> Set reorder and overstock limits to track Critical, Low-Stock, Well-Stocked, and Overstocked items.<\/td> Inventory teams, purchase teams<\/td><\/tr> 8<\/td> Custom Batch Fields<\/td> Add custom fields to batches for supplier details, warranty, inspection, or other batch data.<\/td> Inventory teams, pharma, FMCG<\/td><\/tr> 9<\/td> Product Dimensions and Weight<\/td> Record item dimensions and weight to calculate CBM and support shipping cost estimates.<\/td> Exporters, traders, logistics teams<\/td><\/tr> 10<\/td> Cash Flow Statement<\/td> View operating, investing, and financing cash flow with PDF download.<\/td> Business owners, accountants, finance teams<\/td><\/tr> 11<\/td> Lead Follow-Up Alerts<\/td> Send on-site alerts to assigned salespeople 15 minutes before lead follow-ups.<\/td> Sales teams, CRM users<\/td><\/tr> 12<\/td> OCR Scanning for Expenses<\/td> Upload vendor invoices and automatically create purchase or expense records.<\/td> Accountants, finance teams, expense-heavy businesses<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>June 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Batch-wise Expiry Report<\/td> Track expired and near-expiry stock across time ranges, batches, and warehouses.<\/td> Pharma, FMCG, warehouses, inventory teams<\/td><\/tr> 2<\/td> Freya AI Accounting Assistant<\/td> Ask finance and accounting questions and get answers from business data using AI.<\/td> Business owners, accountants, finance teams<\/td><\/tr> 3<\/td> Redesigned Sidebar Structure<\/td> Separates Sales, Purchases & Expenses, Inventory, Reports, and Bank & Payments for easier navigation.<\/td> All Refrens users, multi-module businesses<\/td><\/tr> 4<\/td> Warehouse Dashboard<\/td> View warehouse-level inventory details and transactions from a dedicated dashboard.<\/td> Inventory teams, warehouse teams<\/td><\/tr> 5<\/td> Bulk Update Inventory<\/td> Update multiple item details like price, name, and description using an Excel upload.<\/td> Inventory teams, catalog managers<\/td><\/tr> 6<\/td> Delivery Challan from Stock Transfer<\/td> Generate delivery challans automatically while transferring stock between locations.<\/td> Inventory teams, warehouses, logistics teams<\/td><\/tr> 7<\/td> Multiple WhatsApp Business Numbers<\/td> Connect multiple WhatsApp Business numbers and choose which one to send messages from.<\/td> Sales teams, support teams, multi-branch businesses<\/td><\/tr> 8<\/td> View All Leads Linked to a Client<\/td> See all leads linked to a specific client or organisation from the client dashboard.<\/td> Sales teams, account managers<\/td><\/tr> 9<\/td> Payment Details on Quotations<\/td> Show bank and UPI payment details directly on quotations.<\/td> Sales teams, service businesses<\/td><\/tr> 10<\/td> Cashfree Payment Collection<\/td> Collect payments from invoices using Cashfree and auto-reconcile payments with receipts and ledgers.<\/td> Finance teams, businesses collecting online payments<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>May 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Vendor Onboarding and Purchase Approval Workflows<\/td> Manage vendor leads, onboarding, PAN and bank verification, and purchase approvals through workflows.<\/td> Procurement teams, finance teams, vendor management teams<\/td><\/tr> 2<\/td> RFI Links<\/td> Create and send Request for Invoice links to collect vendor invoices in a standard format.<\/td> Procurement teams, finance teams, vendor-heavy businesses<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>April 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Auto-Assign Duplicate Leads<\/td> Assign new duplicate leads to the same owner as the existing matching lead.<\/td> Sales teams, CRM admins<\/td><\/tr> 2<\/td> Custom Email Domain via SMTP<\/td> Connect a custom email domain via SMTP to send emails from Refrens.<\/td> Sales teams, finance teams, businesses using own domain<\/td><\/tr> 3<\/td> Bulk Upload Batches<\/td> Upload batch details for multiple items using a CSV file.<\/td> Inventory teams, warehouses, pharma, FMCG<\/td><\/tr> 4<\/td> Trial Balance Report Improvements<\/td> Download Trial Balance in PDF\/Excel, use custom date filters, and hide zero-entry accounts.<\/td> Accountants, CAs, finance teams<\/td><\/tr> 5<\/td> Inactive Ledger Accounts<\/td> Archive unused ledger accounts by marking them inactive while keeping the option to restore them.<\/td> Accountants, finance teams<\/td><\/tr> 6<\/td> Malaysia E-Invoicing for Credit\/Debit Notes<\/td> Generate e-invoices for credit and debit notes and cancel e-invoices from Refrens.<\/td> Malaysia businesses, finance teams<\/td><\/tr> 7<\/td> Vendor Bank Details<\/td> Record vendor bank account number, account type, IFSC, SWIFT, IBAN, and other payout details.<\/td> Procurement teams, finance teams<\/td><\/tr> 8<\/td> Higher Precision Item Rates<\/td> Keep item rates exempt from invoice-wide round-off settings for more precise billing.<\/td> Finance teams, traders, businesses with precision pricing<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>March 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Batch-wise Inventory Tracking<\/td> Track items by batch code, expiry date, manufacturing details, warehouse, and transaction history.<\/td> Pharma, FMCG, warehouses, inventory teams<\/td><\/tr> 2<\/td> Ledger Statement Upgrades<\/td> Download ledger PDFs, use custom date filters, view transaction-wise balances, and linked document numbers.<\/td> Accountants, CAs, finance teams<\/td><\/tr> 3<\/td> Weighted Item-wise Discounts<\/td> Apply a total discount amount across invoice items on a weighted basis.<\/td> Sales teams, finance teams<\/td><\/tr> 4<\/td> E-Invoice PDFs for Credit\/Debit Notes<\/td> Download e-invoice PDFs for credit notes and debit notes.<\/td> GST businesses, accountants<\/td><\/tr> 5<\/td> Malaysia LHDN E-Invoicing<\/td> Generate, download, and share LHDN-compliant e-invoices from Refrens.<\/td> Malaysia businesses, finance teams<\/td><\/tr> 6<\/td> Warehouse-based Shipped From Address<\/td> Auto-update the Shipped From address by selecting the warehouse.<\/td> Inventory teams, multi-location businesses<\/td><\/tr> 7<\/td> Horizontal Balance Sheet View<\/td> View the Balance Sheet in horizontal format along with the vertical format.<\/td> Accountants, business owners, finance teams<\/td><\/tr> 8<\/td> Vendor Ageing Report<\/td> Track outstanding vendor payments using ageing brackets based on due dates.<\/td> Finance teams, procurement teams<\/td><\/tr> 9<\/td> Rich Text and Plain Text Emails<\/td> Choose between rich text and plain text formats while emailing documents.<\/td> Sales teams, finance teams, support teams<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>February 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Malaysia Billing Details Fields<\/td> Add SST, TIN, BRN, NRIC, TTR, and PAS numbers in billing and shipping details.<\/td> Malaysia businesses, finance teams<\/td><\/tr> 2<\/td> Payout Receipts<\/td> Generate payout receipts for vendor payments, advances, and lump-sum settlements.<\/td> Finance teams, accountants, procurement teams<\/td><\/tr> 3<\/td> GSTR-2B Reconciliation Enhancements<\/td> Create missing expenses, accept GSTN values for partial matches, and mark entries for later reconciliation.<\/td> GST businesses, accountants, CAs<\/td><\/tr> 4<\/td> E-Invoicing for Debit Notes<\/td> Generate e-invoices for debit notes and link them with original invoices where needed.<\/td> GST businesses, accountants<\/td><\/tr> 5<\/td> Form Button Colour Customisation<\/td> Customise lead form submit button colours to match brand or website design.<\/td> Marketing teams, website managers, agencies<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>January 2025 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> Transfer Stock<\/td> Move stock between warehouses, branches, or locations individually or in bulk.<\/td> Inventory teams, warehouse teams, distributors<\/td><\/tr> 2<\/td> Editable Place of Supply<\/td> Edit Place of Supply in GST documents when it differs from the client\u2019s state.<\/td> GST businesses, accountants<\/td><\/tr> 3<\/td> Delivery Challan from Sales Order<\/td> Generate delivery challans from sales orders in one click.<\/td> Sales teams, inventory teams, logistics teams<\/td><\/tr> 4<\/td> ZATCA Phase 2 E-Invoicing<\/td> Generate and download ZATCA Phase 2-compliant e-invoices from Refrens.<\/td> Saudi businesses, GCC finance teams<\/td><\/tr> 5<\/td> Do Not Reconcile in GSTR-2B<\/td> Exclude non-business or non-purchase expenses from GSTR-2B reconciliation.<\/td> GST businesses, accountants<\/td><\/tr> 6<\/td> Debit Note Payment Auto-Sync<\/td> Auto-create ledgers, vouchers, and journal entries for payments recorded against debit notes.<\/td> Accountants, advanced accounting users<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>December 2024 Updates<\/strong><\/span><\/h2>\n\n\n\nSr. No.<\/th> Feature Name<\/th> Description<\/th> Suitable For<\/th><\/tr><\/thead> 1<\/td> E-Invoice APIs<\/td> Automatically generate and cancel e-invoices using Refrens APIs.<\/td> Developers, ERP integrations, GST businesses<\/td><\/tr> 2<\/td> Sort Code for UK and Ireland Bank Accounts<\/td> Add Sort Code to bank account details for UK and Ireland businesses.<\/td> UK businesses, Ireland businesses, finance teams<\/td><\/tr> 3<\/td> One-Click Client and Vendor Acceptance<\/td> Let clients and vendors approve shared documents like quotations and invoices with email verification.<\/td> Sales teams, procurement teams, agencies<\/td><\/tr> 4<\/td> Accounts Receivable Ageing Report<\/td> Track overdue payments and forecast expected cash flow using client ageing data.<\/td> Finance teams, business owners<\/td><\/tr> 5<\/td> Warehouse Management<\/td> Add multiple warehouses, allocate inventory, update stock by location, and view warehouse transactions.<\/td> Inventory teams, multi-location businesses<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/span>November 2024 Updates<\/strong><\/span><\/h2>\n\n\n\n