What's New

Business Categories on Signup

Signup page now supports Retail / Wholesaler / Manufacturing business categories for a more personalized ERP experience.

Buy on Call Option

Buy on Call option added on the Socio Ledger website and post-login dashboard for faster customer assistance.

AI Task Bulk Cancel

AI Task Bulk Cancel option added for tasks in 'Doing' status.

AI Token Usage Log & Stats Dashboard

Provides detailed AI consumption insights.

Magic Link

Magic Link feature added to quickly request documents, feedback, or information from customers.

Verified Tag Stock Report

Verified Tag Stock Report for improved stock accuracy.

Stock Adjustment IN/OUT

Stock Adjustment IN/OUT now allows PCS = 0 where required.

Stock Tally Gold & Silver

Stock Tally Gold & Silver option added based on system settings.

Tag History Navigation

Tag History → Tag Update direct navigation link added.

Item Design Bulk Update

Item Design Bulk Update option introduced for faster catalog management.

Basecamp-style Activity Log

Activity Log added for each user with visibility in the Organization Calendar.

Team Menu Relocation

Team menu moved to the top-right corner for quicker access.

WhatsApp Team Verification Onboarding

OTP-based WhatsApp verification prevented during team creation for smoother onboarding.

Ledger Bulk Update

Ledger Bulk Update functionality added with multiple update options.

Duplicate Party Invoice Validation

Duplicate Party Invoice Number Validation added per Financial Year.

Quotation Conversion

Quotation → Retail Sales / Estimate Conversion now supported.

URD Purchase

URD Purchase option added in Retail Sales & Estimate workflows.

Tour Master

Tour Master now shows Total Tour Gross Weight on the index page.

Fixes & Optimizations

Resolved multiple issues to make the platform even faster and more reliable:

• Tag Report (Group by Tag) PCS & Gross Weight variation issue fixed
• Stock Adjustment OUT without tag scan save issue resolved
• Retail Sales, Estimate & Quotation Fine Item tag scanning issue fixed

Enhanced Stock Tally Experience

Verified and Loss tags now display distinct background colors during stock tally scanning, making verification faster and reducing operational mistakes.

Tag Number Search in Tag Creation

Quickly find and manage tags directly from the Tag Creation screen using tag number search.

Retail Tag Creation Improvements

Labour Rate can now be added while creating Opening Tags, providing better costing visibility from day one.

Retail Sales & Estimate Enhancements

Tag image preview is now available while scanning tags during Retail Sales and Estimate creation, helping users verify products instantly.

Ledger Report Improvements

Personal and Office Mobile Numbers are now visible directly in Ledger Reports for faster communication and customer management.

Sticky Headers for Better Navigation

Goods Live Stock Report and Ledger Report now feature sticky headers, allowing easier review of large datasets.

Retail Goods Stock Report Enhancements

New filters added to provide deeper inventory analysis and faster stock insights.

• Gold / Silver Type Filter
• Group by Touch Option

Automated Loan Interest Management

Monthly interest can now be calculated automatically or entered manually during Loan Entries, with automatic ledger effects for accurate accounting.

Credit Note & Debit Note Improvements

Gross Weight can now be zero, and amount-based entries are supported for more flexible adjustments.

Hallmark Item Automation

When a Hallmark Item is selected, the system automatically fetches the applicable rate, reducing manual work and improving billing accuracy.

Keyboard Shortcuts

Helping power users navigate faster throughout the ERP.

• Alt + H → Tag Search
• Alt + L → Ledger Search

One-Click Lead Creation

Create new leads instantly using only a contact number, reducing CRM data entry time.

Parcel Service Field

Additional parcel service information can now be maintained within Ledger Master.

Store View Enhancements

Tour Designs are now visible within Store View for better product accessibility.

Improved Team Permission Management

Authorized team members can now properly update team permissions as intended.

Dynamic Rate Handling for Goods Items

When Item Type = Goods, users can configure Dynamic or Fixed Rate behavior, providing more flexibility during tag creation and stock management.

Fixes & Optimizations

We've resolved several issues to improve platform stability and operational reliability:

• Payment, Receipt, Casa, Transfer, Rate Cut & Opening entries now correctly respect Team Ledger Assignment permissions.
• Tag History now properly updates Sold-to-Stock status.
• Item deletion issue caused by Ledger Wastage dependency has been resolved.

Direct Sales from Old Software Tags

Process sales directly using tag numbers imported from legacy software, making migration to Socio Ledger smoother with reduced manual effort.

Silver Opening Module

Added support for Silver Opening Entries, allowing businesses dealing in multiple metals to maintain accurate opening stock records with ease.

Tag Report Performance Upgrade

Improved capacity and responsiveness for large-scale inventory reporting.

• Optimized pagination for reports containing 5,000+ tags
• Faster loading and smoother navigation
• Better handling of large-scale inventory reporting

Active Row Highlight in Ledger Report

Identify the currently selected row in Ledger Reports with a clear visual highlight, improving usability and reducing data entry mistakes.

Quick Ledger Access

Open ledger reports directly while selecting a ledger, helping users access financial information instantly without navigating through multiple screens.

Casha Entry Module

A dedicated Casha Entry Module has been introduced to simplify cash-related operations and improve transaction tracking.

Voucher Codes in Narration

Voucher Codes now automatically appear in Narration by default during transactions, improving audit visibility and reducing typing effort.

• Payment Entries
• Receipt Entries

Delivery Challan Workflow Enhancement

Supplier Ledger selection is now supported during Delivery Challan Approval Creation, providing more flexibility in supplier-based transaction workflows.

Offline Lead Management Improvement

Add long-pending or delayed offline leads more effectively, ensuring no customer opportunity is missed.

Fixes & Optimizations

Resolved multiple issues to make the platform even faster and more reliable:

• Report shortcut keys fixed.
• Tag module shortcut keys fixed.
• Delivery Challan shortcut keys fixed.
• Ledger Report Lock functionality restored and working correctly.