RealBooks now integrates with official databases to verify the authenticity of PAN (Permanent Account Number) and Aadhaar numbers. This powerful feature offers a two-pronged approach:

PAN Number Verification: Ensures the validity of PAN details provided by your clients or vendors, minimizing the risk of errors and fraudulent transactions.

Aadhaar Number Verification: (where applicable) Offers an additional layer of security by confirming the legitimacy of Aadhaar numbers, further enhancing data integrity.

In addition to individual verifications, RealBooks now displays the "Pan Aadhaar Link Status." This feature indicates whether a client's PAN number is linked to their Aadhaar number, a requirement for various financial processes in India.

Say goodbye to the hassle of remembering passwords and enjoy seamless access to your account with just a few taps. With OTP Login, security is paramount as each login attempt is verified through a one-time password sent directly to your registered mobile number or email ID. Experience the convenience of instant access without compromising on safety.

The new "Segment-Wise Columnar with Gross Profit" report provides a clear breakdown of your income and expenses, categorized by segment. This allows you to pinpoint areas of strength and weakness within each segment of your business. Additionally, the inclusion of "Gross Profit" as a line item reveals the difference between your revenue and the cost of goods sold. This crucial metric provides valuable insights into the efficiency of your core business operations, empowering you to make data-driven decisions for optimized profitability across all segments.

Previously, selecting a link involved manually searching through all available options. This could be cumbersome, especially for businesses with numerous IBT transactions.

Now, when inserting a link:

Focus on Pending Links: The link selection pop-up will prioritize displaying only pending links. This eliminates unnecessary clutter and allows you to quickly identify relevant connections.

Segment Name Visibility: Each displayed pending link will be accompanied by its corresponding segment name. This valuable information provides immediate context, ensuring you select the appropriate link for accurate IBT tracking.

The address field within accounting vouchers plays a crucial role in recording accurate information for your business transactions. However, manually searching through a large address list could be time-consuming.

RealBooks empowers you to streamline the address selection process with the integration of a search bar directly within the "Select Address" field for accounting vouchers.

Previously, gaining insights into user permissions for each voucher type required manual analysis. This could be time-consuming, especially for businesses with numerous users and voucher types.

Now, you can easily access a comprehensive Voucher Type-Wise User Permission Report directly from the Voucher Edit Screen. This report is available in a downloadable Excel format for further analysis and record-keeping.

Based on your valuable feedback, we've implemented a new feature! Now, hovering your cursor over a segment name in Ledger Reports and DayBooks will display the full segment name in the pop-up window. This provides greater clarity and ensures you have easy access to complete segment details at a glance.

The addition of the TCS column in the Sale Register (Voucher Wise Item Wise) report. Now, managing Tax Collection at Source (TCS) amounts is easier than ever. With this update, the TCS column will be prominently displayed in both the user interface (UI) and Excel exports, providing comprehensive insights into your transactions.

With our latest update, you now have the option to mark certain ledgers as "Other Charges" directly from the Ledger Master. This means that when passing inventory or accounting entries if a ledger marked as "Other Charges" is selected, it will not interfere with the e-invoicing process. You'll no longer encounter errors like "invoice amount does not match with the taxable amount," ensuring smooth and error-free e-invoicing every time. Plus, when uploaded to the portal, these entries will be accurately reflected as other charges, providing clarity and consistency in your invoicing records. Say goodbye to e-invoicing hassles and embrace seamless invoicing with RealBooks' latest enhancement!

RealBooks empowers you to manage TCS effectively. Previously, you could create TCS ledgers with various sections depending on your business needs. With the addition of 206C(1E), you now have an even more comprehensive solution for handling TCS transactions related to this specific section of the Income Tax Act.

Users can now create ledgers directly from the Inventory Transaction Screen, streamlining the process of managing inventory transactions and accounting entries. This update offers greater flexibility and efficiency, allowing users to seamlessly create and manage ledgers on the go.

Based on user feedback, we've implemented a new feature in the Profit & Loss and Balance Sheet reports that displays the total closing stock quantity prominently within the drilldown view. This addition complements the existing value information, offering a comprehensive overview of your inventory at the closing period.

Building on the success of our existing Ledger Group permissions, this update introduces similar functionalities for item groups. This enhanced control ensures users can only create, edit, and view items associated with authorized item groups.

Item Group Permissions empower you with a multi-faceted approach to inventory security. By defining user access to specific item groups, you can restrict visibility (hiding unauthorized groups), streamline item creation/modification (limiting actions to authorized groups), and enhance overall security and control. This fosters a more secure environment for managing your inventory data and ensures data integrity by preventing unauthorized modifications.

Based on valuable user feedback, we've implemented a new layout that streamlines the presentation of expense register data. The updated report consolidates all expense ledgers into a single row, with individual transaction values listed in subsequent rows. This format offers several advantages:

Improved Clarity: Simplifies the report layout for easier visual interpretation of expense data.

Enhanced Scannability: Allows users to quickly identify trends and patterns within their expenses.

Conciseness: Provides a more compact view of expense information, eliminating unnecessary horizontal scrolling.

This tool tackles the challenge of identifying duplicate instruments within your BRS Report. A dedicated “Duplicate Instrument Number” Report appears in the BRS Report type dropdown menu. This report displays a list of potential duplicates based on instrument numbers found in your bank ledger.

Each potential duplicate entry within the dropdown offers valuable details for easy comparison:

Branch Name: Identifies the relevant bank branch associated with the instrument.

Voucher Date: Specifies the date the instrument was recorded.

BRS Status (N/R): Indicates the reconciliation status of the potential duplicate (Not Reconciled).

Opposite Ledger: This shows the ledger account associated with the duplicate transaction.

Bank Amount: Displays the corresponding bank amount for comparison.

Instrument Number: Highlights the matching instrument number that triggered the duplicate identification.

Instrument Type: Specifies the type of instrument (e.g., cheque, deposit slip).

Hyperlink to Edit Entry: Provides a convenient one-click link to access and edit the potential duplicate entry directly.

This innovative feature simplifies the process of updating "To Date" field across multiple price lists simultaneously. Say goodbye to tedious, individual date changes!

Here's how it works:

1. Access the Price List Master update section within RealBooks.

2. Locate the new "Date Bar" featuring "To Date" selection options.

3. Choose the desired date range for your price lists.

4. Click the "Apply All" button.

Voila! The selected date range will be automatically applied to the "To Date" fields for all your price lists within the master list.