Release Notes 30 Jan 2026

Release Notes 30 Jan 2026


NotesRELEASE NOTE

30-01-2026

 

1.Update General Ledger Report.

2.Alternate Quantity & Unit Configuration.

3.Auto-Attach Invoice PDF with Preview Before Sending (Advance Invoicing)

 




1. Update General Ledger Report.

The General Ledger Report provides a complete and accurate view of all financial transactions recorded under a specific ledger within a selected date range. This report helps businesses track debit, credit, and running balance details in a clear and structured format.

 

Navigation Path:
Home → Client → Reports → General Ledger. Fig.no-1

After opening the General Ledger Report, the user can select a date range for viewing ledger transactions.
  1. System allows report generation only up to a maximum of 90 days to ensure performance and accuracy

  1. Once the date range is selected, the user clicks on Get Report 
  2. The system displays the General Ledger data for the selected period
  3. User can download the General Ledger Report for offline use and record keeping.


View Download History (General Ledger)

  1. Since General Ledger reports can be large in size, a Download History feature is provided to better manage and track downloaded reports. When a user downloads a General Ledger report for a specific date range, the system stores that request
  2. All downloaded reports are listed under View Download History 

User can easily check:

  1. Which date range report was downloaded
  1. File name
  2. Request date & time
  1. Completion status
  2. This helps users avoid downloading the same date range report again      
  1. It also ensures data tracking and report management is properly maintained

 

The View Download History popup enables quick access and instant download of previously generated General Ledger reports, improving performance and data tracking. (Fig.no.2)




2. Alternate Quantity & Unit Configuration.

What is this Feature?

The Alternative Quantity feature allows users to manage multiple units of measurement for the same item.

It helps when items are purchased, stored, and sold in different units (for example: PCS, BOX, KG, BAG).

 

Navigation Path

Home → Client → Client Settings → General Settings → Miscellaneous Settings                               
(Fig.no-2.1)

Feature Enablement (Toggle Based)

  1.  The Alternative Quantity feature is controlled through a toggle switch available in Miscellaneous Settings. 

  1.  By turning ON the Alternative Quantity toggle, users can start using alternate quantity functionality
  2.  Once enabled, the feature becomes active across Stock Items, Invoicing, and Reports
  3.  If the toggle is OFF, alternative quantity options are hidden and not applicable in transactions

Step 1: Navigation Path

Home → Client → Client Settings → Stock Manager → Stock Items.
Fig.no-2.2



Alternative Quantity – Add / Edit.
Step 1: Open Add Stock Item

User goes to: Home → Client → Client Settings → Stock Manager → Stock Items → Add Stock Item

Step 2: Select Stock Unit Measurement

In Stock Unit Measurement, user selects the primary unit

 Example:
PAC (Packet)This becomes the base unit for the item

Step 3: Configure Alternative Unit

User selects Alternate Unit

 Example: BOX

User sets the conversion value

Example:1 PAC = 5 BOX

(System automatically understands the unit relationship based on this value)

Step 4: Save Stock Item

User fills required details and clicks Save

The stock item is saved with primary and alternate unit configuration

Reference-Fig.No-2.3


Fig.No-2.3


Alternative Quantity – Item Section Flow (Invoice → PDF → Reports)
Step 1: Open Item Section (Invoice)

Navigation Path:
Home → Client → Invoicing (Advanced) → Create Invoice → Item Section (3rd Section).

Step 2: Select Stock Item (SKU)

User opens the Item Section                 
Selects the SKU / Stock Item

The system automatically fetches:                   
Primary Unit
Alternate Unit
Conversion value

(as configured in Stock Item Master)

Reference Fig.No-2.4.



Fig.No-2.4.

Step:3-Item Section (Invoice – Unit Selection)

In the Item Section of the invoice-
User can see both units:
 
Primary Unit (e.g. Real PKT)
Alternate Unit (e.g. U box)

User can select any unit from the Unit dropdown.

Quantity and rate are auto-calculated based on the selected unit. System also shows: 
Alternate Rate
Alternate Quantity

 

Step:4-PDF Print Behavior

While printing or downloading the Invoice PDF:

User can choose either Primary or Alternate Unit
 
The selected unit is reflected clearly in the PDF

This helps when customers prefer invoices in a specific unit

 Reference Fig.No-2.5


Step:5-Reports Behavior-

In Reports, data is always shown in the Primary Unit of Measurement.

This ensures:

Consistency in reporting.

Accurate stock and financial analysis.

Alternate units are only for transaction and display flexibility, not for report aggregation.

Available Stock Reports

Stock Summary
Stock Statement
Stock Limit 
Batch Summary
Batch Voucher






Stock Reports provide item-wise and batch-wise inventory insights, displaying all quantities in the primary unit of measurement for consistent and accurate stock analysi


3.Auto-Attach Invoice PDF with Preview Before Sending (Advance Invoicing).

Feature Overview-

In Advance Invoicing, the system automatically picks the FINAC system- generated Invoice PDF (based on the client’s default invoice template) and allows the user to preview the PDF before sending the invoice email.

This removes the dependency on manual attachment and ensures the correct invoice PDF is always sent.

Invoice Send Eligibility (Statuses)-

Invoice email can be sent when the invoice status is:
Pending
Partially Paid
Paid

 

Step:1-Invoice PDF Preview (Download Action)

User Action

When the user clicks on the Download button in the Invoice screen:
 
A Document Preview popup opens

 
The popup shows the system-generated FINAC Invoice PDF
 
This preview displays the exact same PDF that will be:

 
Downloaded

Sent via email (if user chooses to send)

1. Click to download Button

2. Then the modal will open.


Document Preview Modal –

This screen is the Document Preview modal.

The right side shows the invoice PDF preview.

This is the exact invoice that will be downloaded or sent by email.

 
The left side contains email and attachment options:

Template Type: Select the invoice PDF template.

Enter Email / CC / BCC: Add recipient email addresses.

Attachment Options:

Include original invoice/document attachment

Include the FINAC generated invoice as per the selected template

Overdue Payment Reminder:
Enable or disable reminder.

Download button:
Downloads the same PDF shown in the preview.
Send Email & Close: Sends the invoice email and closes the modal.
Cancel: Closes the modal without sending

This Document Preview modal can also be opened while adding (creating) an invoice.

  
This modal allows the user to preview, download, and email the invoice from one place.

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