December 2024 Updates: Smarter Access Control and More
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As part of our continuous efforts to enhance your experience, we’re introducing several powerful updates to “Edara”.
From granting conditional access to sensitive accounts and creating custom fields for fixed assets, to displaying gross profit by sales branches and enhancing document printouts, these updates are designed to meet your evolving needs.
Here’s a detailed look at how each feature works and how it benefits your business.
Granting the User Conditional Access to Certain Accounts
With this new feature, administrators can now grant conditional access to specific accounts for certain users. This access allows users to search for these accounts within documents but restricts their visibility in reports.
This ensures sensitive financial data remains secure while still enabling efficient task management.
For example, a junior accountant can disburse funds to partner or supplier accounts without being able to view the detailed transactions or balances of these accounts in any report, providing better control over financial operations.
Creating Custom Fields for Fixed Assets
Managing fixed assets becomes more flexible with the ability to create custom fields. These fields can track additional information, such as the asset’s condition during inventory.
For instance, you can add a “Status” field to monitor whether an asset is functional, damaged, or under maintenance. This information can also be displayed on the fixed assets list page, helping your team stay informed at a glance.
Displaying the Gross Profit for Sales Branches
Gross profit reporting just became more insightful! A new filter in the gross profit report lets you select one or more sales stores, making it easier to analyze performance by location.
Showing the Item Image in the Quote Print
Now, you can enhance your quotes with item images! A new option in the quote template allows you to include item visuals in the print.
This feature is especially useful for businesses dealing with visually distinguishable products, such as electronics or luxury goods, offering a professional and informative presentation to clients.
Displaying the Cheque Stages in the Account Ledger
To improve cheque management, the account ledger report now includes a column for cheque stages.
This addition provides detailed insights into cheque statuses, such as in-bank, paid, or rejected. For instance, your finance team can easily track the lifecycle of a cheque, reducing manual follow-ups and ensuring smoother cash flow management.
Showing the “Unique Number” for the Sales Order in the Printout
To meet Egyptian Tax Authority requirements, the unique number for sales orders now appears in the sales order and returns printouts.
This ensures compliance with E-receipt requirements while improving tracking for both internal and external stakeholders. For instance, this unique identifier helps streamline audits and simplifies collaboration with tax authorities.
These updates reflect our commitment to providing a user-friendly ERP system. We’re excited to see how these enhancements improve your workflows and look forward to bringing you even more innovative features.
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