Updates from May 2023 to June 2023
Read on to discover the latest updates and unlock a whole new level of potential with Indecab.
1- Strengthen your data security with ReCAPTCHA:
We are thrilled to announce the introduction of a powerful new feature ‘ReCAPTCHA’ that will further support your account's protection. ReCAPTCHA is an advanced security technology that distinguishes between humans and bots, it works intelligently in the background, requiring users to verify their authenticity through simple and user-friendly tasks, such as ticking a checkbox or solving a quick puzzle.
2- Ability to export specific custom fields and billing items:
Export reports as per your exact business requirements, simply choose the specific custom fields and billing items you want to include in your export file. This will enable you to build more customised reports.
3- Enhanced Purchase invoice export:
You can now re-order, rename the columns and generate your customised purchase invoice export report in a PDF format.
4- Customisation options for invoice terms and conditions:
Tailor your invoice terms and conditions by adding links, highlighting important text, and have flexibility to choose your preferred font style.
To set up Invoice terms and conditions for specific customers Go to Masters - Customer - Click on the customer - EDIT - Customise text under column ‘Invoice Terms & Conditions’ - Save.
To set up Invoice terms and conditions based on company profile, Go to Masters - My Companies - Click on ‘Manage Company Profile’ - Select the profile - Under Invoice terms and conditions mention the details - Save.
5- Hide 'Tax Invoice' automatically on invoices based on the company profile selected:
You can now create a default setting to Hide ‘Tax Invoice’ for proforma invoices created.
Go to Masters - My Companies - Click on ‘Manage Company Profile - Select Hide ‘Tax Invoice’ - Save.
Note: Hide ‘Tax Invoice’ will only be applicable for new invoices after the selection has been made, you can always choose to show ‘Tax Invoice’ for selected invoices by clicking on ‘Customise Invoice’ at the invoice level.
6- Send Placards via Email or Print as Needed:
This versatile functionality ensures that you can adapt to different communication preferences and logistical requirements. Whether you opt for the convenience of digital transmission or the tangible nature of a printed placard, our feature empowers you to communicate vital information effectively.
Go to Duties - Allotted - Click on the gear icon next to duty - Select ‘Create Placard’ - Enter details and choose to Print or Send Email.
7- Ability to mark the invoices as ‘Approved’:
Enhances control, compliance, accuracy, and transparency within your organization's invoicing processes. Mark the invoice as approved from your invoice listing, view a time stamp activity log with ‘Approved by’ details, and get ‘Approved at’ and ‘Approved by’ details in your export invoices report.
8- Ability for driver to close duty via sms link:
Your Driver or DCO can swiftly and easily complete their duties with the help of "Link-based duty slip via SMS" by simply clicking on a link provided to close duty in the 'Duty Allotment' SMS.
To understand the feature, please refer to this article : Close duty via sms link.
9- Ability to auto-send the created customer invoice to the network associate:
Save time and maintain an automated invoicing process, auto send an invoice to your network customer associate on creation. This will automatically send your sales invoice as a purchase invoice to your customer associate.
Go to Masters - Customer - Click on the customer - Under Booking/Duties Settings - Select ‘Send Invoice to Network associate on creation?’.
10- Ability to remove a network associate connection:
Control and manage your network connections, remove or add associates to your network based on evolving business needs.
Go to Network - My Associates - Click on ‘Remove Associate'.
Tip: You can always add back the removed associates by going to Network - All Associates.
11- Additional flexibility with Customers & Suppliers Masters import:
Indecab import format for customers and suppliers Masters has been updated with additional columns, allowing you to import in one go with minimum need for manual updation.
Customer Import additions:
Customer Group
Pincode
State
Billing name
Billing address
Billing State
Use billing name as the primary name on invoice?
Use billing name in Tally export?
GST Type
Applicable taxes
Reverse Charge Applicable
Driver Allowance Setting ( Time )
Default Tax Classification - Used in Invoice for Tally, TDS %
Supplier Import additions:
Supplier Group
Default Tax Classification ( Used In Purchase invoice for Tally )
TDS Ledger Type
Applicable taxes
Reverse Charge Applicable
Revenue share percentage
TDS %
1- Strengthen your data security with ReCAPTCHA:
We are thrilled to announce the introduction of a powerful new feature ‘ReCAPTCHA’ that will further support your account's protection. ReCAPTCHA is an advanced security technology that distinguishes between humans and bots, it works intelligently in the background, requiring users to verify their authenticity through simple and user-friendly tasks, such as ticking a checkbox or solving a quick puzzle.
2- Ability to export specific custom fields and billing items:
Export reports as per your exact business requirements, simply choose the specific custom fields and billing items you want to include in your export file. This will enable you to build more customised reports.
3- Enhanced Purchase invoice export:
You can now re-order, rename the columns and generate your customised purchase invoice export report in a PDF format.
4- Customisation options for invoice terms and conditions:
Tailor your invoice terms and conditions by adding links, highlighting important text, and have flexibility to choose your preferred font style.
To set up Invoice terms and conditions for specific customers Go to Masters - Customer - Click on the customer - EDIT - Customise text under column ‘Invoice Terms & Conditions’ - Save.
To set up Invoice terms and conditions based on company profile, Go to Masters - My Companies - Click on ‘Manage Company Profile’ - Select the profile - Under Invoice terms and conditions mention the details - Save.
5- Hide 'Tax Invoice' automatically on invoices based on the company profile selected:
You can now create a default setting to Hide ‘Tax Invoice’ for proforma invoices created.
Go to Masters - My Companies - Click on ‘Manage Company Profile - Select Hide ‘Tax Invoice’ - Save.
Note: Hide ‘Tax Invoice’ will only be applicable for new invoices after the selection has been made, you can always choose to show ‘Tax Invoice’ for selected invoices by clicking on ‘Customise Invoice’ at the invoice level.
6- Send Placards via Email or Print as Needed:
This versatile functionality ensures that you can adapt to different communication preferences and logistical requirements. Whether you opt for the convenience of digital transmission or the tangible nature of a printed placard, our feature empowers you to communicate vital information effectively.
Go to Duties - Allotted - Click on the gear icon next to duty - Select ‘Create Placard’ - Enter details and choose to Print or Send Email.
7- Ability to mark the invoices as ‘Approved’:
Enhances control, compliance, accuracy, and transparency within your organization's invoicing processes. Mark the invoice as approved from your invoice listing, view a time stamp activity log with ‘Approved by’ details, and get ‘Approved at’ and ‘Approved by’ details in your export invoices report.
8- Ability for driver to close duty via sms link:
Your Driver or DCO can swiftly and easily complete their duties with the help of "Link-based duty slip via SMS" by simply clicking on a link provided to close duty in the 'Duty Allotment' SMS.
To understand the feature, please refer to this article : Close duty via sms link.
9- Ability to auto-send the created customer invoice to the network associate:
Save time and maintain an automated invoicing process, auto send an invoice to your network customer associate on creation. This will automatically send your sales invoice as a purchase invoice to your customer associate.
Go to Masters - Customer - Click on the customer - Under Booking/Duties Settings - Select ‘Send Invoice to Network associate on creation?’.
10- Ability to remove a network associate connection:
Control and manage your network connections, remove or add associates to your network based on evolving business needs.
Go to Network - My Associates - Click on ‘Remove Associate'.
Tip: You can always add back the removed associates by going to Network - All Associates.
11- Additional flexibility with Customers & Suppliers Masters import:
Indecab import format for customers and suppliers Masters has been updated with additional columns, allowing you to import in one go with minimum need for manual updation.
Customer Import additions:
Customer Group
Pincode
State
Billing name
Billing address
Billing State
Use billing name as the primary name on invoice?
Use billing name in Tally export?
GST Type
Applicable taxes
Reverse Charge Applicable
Driver Allowance Setting ( Time )
Default Tax Classification - Used in Invoice for Tally, TDS %
Supplier Import additions:
Supplier Group
Default Tax Classification ( Used In Purchase invoice for Tally )
TDS Ledger Type
Applicable taxes
Reverse Charge Applicable
Revenue share percentage
TDS %
Updated on: 12/09/2024
Thank you!