What's New?

Leave Applications | Attachments Filter in Leave Applications
You can now filter leave applications that contain attachments and download them easily. Key updates:

• A new "Has Attachments" filter is available in the leave applications list.
• A direct download icon appears next to each application that contains attachments.
• All attachments from a single leave application can be downloaded as a single ZIP file.

Clients | Opening Balance Visibility in Client Payments
You can now track client opening balance transactions directly from the payments list. Key updates:

• A new "Opening Balance" filter is available in the client payments list to display opening balance transactions separately.
• Opening balance transactions can be selected and bulk-deleted directly from the list.
• Opening balances imported via file automatically appear in the payments list.

ℹ️ Read More: [Importing Clients Data]

Purchase Invoices | Multiple Payment Option
You can now split a purchase invoice payment across multiple payment methods or safes in a single step. Key updates:

• A new "Multiple" option is available in the payment method field when "Already paid to supplier" is enabled.
• Add unlimited payment rows per invoice — each with its own payment method, safe, and amount.
• The system automatically validates that the total payment amount matches the invoice total before saving.

ℹ️ Read more: [Recording Multiple Payments When Creating a Purchase Invoice]

Sales | Payment Date Change Permission
You can now control who has the ability to modify the payment date on invoices. Key updates:

• A new "Change Payment Date" permission is available in role settings.
• Users without the permission will see the date field locked to today's date automatically.
• The permission applies to add and edit payment windows in sales invoices.

ℹ️ Read more: [Why is the payment date field not editable for some users?]

Reports | Invoice-Returns Cross-Reference Report
You can now review all invoices with returns in a unified report with automatic net amount calculation. Key updates:

• The report displays each invoice with its sub-level returns and the net amount after deduction.
• Multiple filters available: client, date, status, and return type.
• A summary bar shows total returns and return rate %.
• Supports export in PDF and Excel formats.

ℹ️ Read more: [Viewing the Invoice-Returns Cross-Reference Report]

Settings | Tax Deactivation
You can now deactivate taxes that are in use instead of deleting them. Key updates:

• Deactivated taxes are hidden from all dropdowns in new transactions.
• Existing transactions are not affected — their values remain unchanged.
• Taxes can be reactivated at any time from the tax settings page.

ℹ️ Read more: [Deactivating Tax]

E-Commerce | Stop Automatic Invoice Sync
You can now control automatic invoice syncing from your e-commerce integrations. Key updates:

• Option to stop automatic sync is available across all connected apps: Salla, Zid, Shopify, and WooCommerce.
• Disabling sync does not affect previously synced orders.
• Sync can be re-enabled at any time from the integration settings.

E-Commerce | Custom Start Date for Initial Sync
You can now set a custom start date when performing the initial invoice sync. Key updates:

• A "Custom Start Date" option is available in the historical sync step for all connected apps.
• Allows you to import invoices from a specific date only without importing all historical records.

E-Commerce | Stop Automatic Product Sync — WooCommerce
You can now stop automatic product updates between WooCommerce and Daftra. Key updates:

• A "Stop Automatic Updates" option is available in the product Webhooks section in WooCommerce settings.
• Disabling sync does not affect previously synced products.

Bookings | Unassigned & Waiting Bookings in the Calendar
You can now create bookings without assigning a staff member and manage waiting list bookings directly from the calendar. Key updates:

• A new "Unassigned" column in the calendar groups all bookings not assigned to any staff member.
• Waiting bookings always appear at the top of the column before time-scheduled bookings.
• Waiting bookings can be dragged and assigned to a staff member directly from the calendar.

ℹ️ Read more: [Booking Calendar — Complete Guide]

Bookings | Drag & Drop Bookings in the Calendar
You can now move bookings between staff members and time slots directly by dragging and dropping in the calendar. Key updates:

• Drag any booking to a different time within the same column to automatically update the start time.
• Drag a booking horizontally to another staff member's column to instantly reassign it.
• All changes are automatically recorded in the booking activity log.

ℹ️ Read more: [Booking Calendar — Complete Guide]

Bookings | Navigate Between Bookings and POS
You can now navigate seamlessly between the bookings screen and the point of sale to complete sales directly. Key updates:

• A "Session Details" button is available from the calendar screen to navigate directly to POS.
• Navigation works in both directions — from bookings to POS and from POS to bookings.

ℹ️ Read more: [Navigating Between Bookings and POS from the Booking Calendar]

HR | Probation Period End Notification for Managers
You can now set up automatic alerts for managers before employee probation periods end. Key updates:

• The advance notification duration in days is fully customizable per account.
• Notifications are automatically sent to the direct manager and department manager via email.
• The setting is available from the contract notification settings in the HR module.

ℹ️ Read more: [Probation Expiry Notification Settings]

HR | Bulk Delete Contracts
You can now delete multiple employee contracts at once from the contracts list. Key updates:

• Select the desired contracts and delete them at once from the bulk actions menu.
• Contracts linked to processed payrolls or payslips are automatically protected from deletion.
• Deletion is permanent — make sure to review contracts before executing the action.

Attendance | Add "Day Off" Status When Editing an Attendance Day
You can now record days off and holidays directly on an employee's attendance record. Key updates:

• A new "Day Off" option is available when editing an attendance day with three types: official holiday, weekly day off, or other.
• The "Other" option allows entering a custom description for day off types not available in the system.
• The day is recorded as a day off in attendance reports without counting as an absence.

ℹ️ Read more: [Editing an Attendance Day]

Attendance | Calculate / Recalculate Actions in Attendance Logs
You can now calculate and recalculate attendance for specific days directly from the attendance logs. Key updates:

• A "Calculate" action appears for days where attendance has not yet been processed.
• A "Recalculate" action appears for already processed days to update results after any changes.
• Calculation is applied immediately and the record is updated instantly.

ℹ️ Read more: [Employee Attendance Logs]

Attendance | Shift Permissions
You can now precisely control who has access to employee shift schedules. Key updates:

• A new "Shifts" permission group is available in role settings.
• Five independent permissions: view, add, edit, delete, and import shifts.
• Users without view permission will not see the "Shift Schedule" item in the sidebar.

ℹ️ Read more: [Employee Permissions and Roles]

Accounting | Asset Import — Depreciation Account Assignment
You can now assign depreciation accounts directly when importing fixed assets from an Excel file. Key updates:

• Depreciation account fields are available in the import file for each asset individually.
• If the account does not exist in the chart of accounts, the system creates it automatically during import.
• The same assignment rules used when creating assets manually are applied.

ℹ️ Read more: [Importing Assets via Excel]

Accounting | Clone Fixed Assets
You can now create a copy of any fixed asset with a single click instead of entering data from scratch. Key updates:

• A "Clone" action is available from both the asset view page and the assets list.
• All core asset data is automatically copied with the ability to edit before saving.
• The cloning action is recorded in the new asset's activity log.

Inventory | Pricelists — Quantity-Based Pricing in Price Lists
You can now set up different price tiers based on the purchased quantity in price lists. Key updates:

• A new "Quantity Pricing" type is available when creating or editing a price list.
• Add unlimited quantity tiers — each with its own price and minimum quantity threshold.
• The appropriate tier is automatically applied to invoice lines based on the entered quantity.
• Supports import and export to and from Excel files.

Settings | National Address — Short Address Field
You can now add a short address as part of your national address data in your account settings. Key updates:

• A new "Short Address" field is available on the settings page — national address for Saudi accounts.
• Automatically populated in ZATCA integration settings once entered in account settings.
• Complies with Saudi Post national address specifications.

Operations — Rentals | Lease Contracts — Daily Leasing Period
You can now create lease contracts with daily pricing to manage short-term rentals with greater flexibility. Key updates:

• A "Day" option is available within the leasing period options when creating a new contract.
• The contract total is automatically calculated by multiplying the daily rate by the number of days.
• The system automatically creates one installment per day for the duration of the contract.
• A new "Daily" filter is available in the lease contract installments list.

ℹ️ Read more: [Add New Lease Contract]

Approvals | Multi-Cycle Approval — Prevent Duplicate Approvers
You can now set up multi-cycle approval workflows while ensuring the same approver is not repeated across multiple stages. Key updates:

• If the direct manager and department manager are the same person, they are counted as a single approver and the duplicate is automatically skipped.
• Every approval action is documented in the activity log with the approver's name and timestamp.
• An automatic notification is sent to the next approver after each stage is completed.

HR | Holiday List — Activity Log & Safe Delete
You can now safely delete holiday lists with system guidance for handling linked employees. Key updates:

• A guidance window appears when deleting a holiday list linked to employees, offering a "Remove from All" option.
• All holiday list assignment and removal actions are recorded in the general activity log.
• Deletion is protected — a holiday list cannot be deleted without first handling its linked employees.

ℹ️ Read more: [Deleting a Holiday List]

Payroll | Attachments in Payslip Payments
You can now attach documents directly when recording payslip payments. Key updates:

• A new attachment field is available in the add payment form on a payslip.
• Supports attaching any type of document such as receipts and bank transfer confirmations.
• The attachment appears on the payslip view page linked to the specific payment.

Products (Excel Import) | Remove categories using (–)

You can now remove all categories from a product directly through Excel import. Highlights:

• A single dash (-) in the Categories column removes all assigned categories.
• Empty cell or missing column → no change applied.

Expenses Reports | Supplier filter

You can now filter all expenses reports by supplier. Highlights:

• New multi-select Supplier filter available on all Expenses report types (Segmented & Periodic).
• Supports real-time search with selected-count display.
• Works alongside all existing filters.
• Totals and exports update based on selected suppliers.

Sales & Purchases (Invoices Export) | Include adjustments in Excel

You can now include adjustment data when exporting invoices to Excel. Highlights:

• New "Adjustments" option in the Invoice Fields menu.
• Columns are dynamic: one Name + one Amount column per adjustment.
• A Total Adjustments column appears automatically when max adjustments ≥ 2.
• Applies to all forms across Sales and Purchases modules.

Salla Integration | Invoice Sync History & Manual Sync You can now monitor all invoice syncs between Salla and Daftra from a dedicated history page. Key updates:

• View all sync records with full details for each operation.
• Resync failed invoices individually with an instant status update.
• Manually sync up to 100 orders at once via the "Sync New Order" button.
• Filter the history by order number, code, status, type, and sync date.

Salla Integration | Default Templates selected on Sync Invoices synced from Salla now display using your active custom template correctly. Key updates:

• Numbers, data, and formatting all match the selected template design.
• Fix applies automatically with no configuration needed.

Salla Integration | Custom Product Form Fields No Longer Block Sync Custom form fields on Salla products no longer cause sync failures. Key updates:

• Product-level custom form fields are safely ignored during sync.

Settings | Time Tracking Settings Redesign The Time Tracking settings page has been redesigned for improved clarity and ease of use. Key updates:

• Updated cards with new icons, clearer names, and descriptive hints.
• Simplified Projects screen with hourly rate moved to a side panel.
• Design-only update — all functionality remains unchanged.

ℹ️ Read more: [A Comprehensive Guide to Time Tracking]

Operations | Save & Add New Feature Save any record and instantly jump to a blank creation form for the same entity in one click. Key updates:

• Available across Sales, Inventory, Purchases, Accounting, and Finance.
• The system remembers your last save preference per entity.
• Ctrl+Enter shortcut supported from all screens to save the form on click.

Security | Mobile Number OTP Verification Updating your mobile number in Account Settings now requires SMS verification. Key updates:

• An OTP is sent to the new number on every update attempt.
• All three fields are required — Password, Mobile, and OTP.

Purchases | Partial Invoicing from Purchase Orders Convert a Purchase Order into multiple Purchase Invoices in stages based on actual delivery. Key updates:

• Remove items or reduce quantities when converting to reflect partial delivery.
• PO status updates automatically to "Partially Invoiced" then "Invoiced" when complete.
• All generated PIs are visible in the Purchase Invoices tab on the PO view.

ℹ️ Read more: [Convert a Purchase Order into multiple Purchase Invoices]

Clients & Compliance | VAT Number & Unified Number Fields New identification fields for business clients and Saudi suppliers to support ZATCA compliance. Key updates:

• VAT Number and Company Register / Unified Number fields available across all client entry points.
• Numbers starting with 700 are treated as a Unified Number for ZATCA submission.
• Fields are submitted automatically in electronic invoices when populated.

ℹ️ Read more: [Adding a New Client]

Sales | Client Registry Info Saved Per Invoice Your client's registry number and tax ID are now saved directly on each invoice at creation. Key updates:

• Updating the client profile later won't affect historical invoices.
• New printable template placeholders available to display this data on printed invoices.
• Applies to both sales invoices and purchase invoices.

ℹ️ Read more: [Creating a Sales Invoice]

Sales | Client Type Filter on Sales Management Filter all sales transactions by client type across all listing pages. Key updates:

• New filter (All / Business / Individual) available on all sales lists.
• Covers Invoices, Refunds, Credit Notes, Debit Notes, Sales Orders, and Estimates.

ℹ️ Read more: [Viewing Invoices List in the Account]

Clients | Smarter Search by Any Part of the Client Name Search for clients by typing any fragment of any part of their full name in any order. Key updates:

• No need to remember the exact full name or its order.
• Combine fragments from different name parts to find the right client.

ℹ️ Read more: [Clients List]

Reports | ZATCA Submission Report — Invoice Date Filter & Column Invoice Date has been added as a filter option and a visible column in the ZATCA Submission Report. Key updates:

• Select "Invoice Date" from the Date Type filter to narrow results.
• Invoice Date column appears in the report table before the Issue Date column.
• A Client Type filter has also been added to the report.

Assets | Manual Write-Off Date for Assets You can now select the exact write-off date when writing off an asset. Key updates:

• A date picker appears when performing the write-off action — defaults to today.
• The selected date is what appears in all asset-related reports.
• Cannot be set within a closed financial year or before the last depreciation date.

ℹ️ Read more: [Write off a Fixed Asset]

Purchase Settings | Prevent Item Categories from Purchasing Prevent entire product categories from appearing in any purchase transaction. Key updates:

• New setting in Purchase Settings to define restricted categories.
• Products in restricted categories are hidden from search in all purchase entities.
• Covers Invoices, Orders, Quotations, Requests, Refunds, and Debit Notes.

ℹ️ Read more: [Prevent Specific Item Categories from Being Sold or Invoiced]

Purchases | Supplier Payments — Ref No. Filter Search for supplier payment records by reference number directly from the advanced search. Key updates:

• New Ref No. search field with autocomplete in Supplier Payments advanced search.
• If a reference number is shared by multiple records, all appear in results.

ℹ️ Read more: [View Supplier Payments List]

Templates | Unit Column in Printable Templates Add a dedicated Unit column to your invoice and purchase printable layouts. Key updates:

• The column appears directly after the Quantity column.
• When enabled, the unit is removed from the Quantity column to avoid duplication.
• Column label is customizable — default is "Unit".

ℹ️ Read more: [Adding the “Unit” as a Separate Column in Print Templates]

Inventory | Filter Products by Supplier Find all products and services linked to a specific supplier with ease. Key updates:

• New Supplier dropdown filter in the Products & Services advanced search.
• The dropdown only shows results once you start typing.

ℹ️ Read more: [Products & Services List]

Product Barcode Templates | Price After Discount on Product Labels Print the discounted price directly on your product labels. Key updates:

• New "Price After Discount" placeholder available in product label printable templates.
• Can be placed in any configurable area of the label layout.

ℹ️ Read more: [Creating a Product Label Template (Barcode)]

ZATCA E-Invoice | Sending Restrictions

Restrictions have been applied to the use of the electronic invoicing system compliant with the Zakat, Tax and Customs Authority (ZATCA), according to each account's subscription plan.

Free plan users can no longer send electronic invoices, ensuring that each subscription level operates within its defined limits.

ZATCA E-Invoice | Auto-Resend for Failed Invoices

We have enhanced the ZATCA e-invoicing system with an automatic resend feature for failed invoices, helping users avoid penalties caused by delayed invoice submissions.

How it works:

• This feature is activated only when the automatic send option for ZATCA e-invoices is enabled on your account.
• When an invoice fails to send due to specific failure scenarios, the system will automatically retry the submission without any manual intervention required.
• This feature does not apply to accounts that have not enabled the automatic send option.

To benefit from this feature:

Make sure the automatic e-invoice send option is enabled in your account settings. For more information, contact our support team.

Purchases | Deleting Draft Purchase Invoice

We have improved the way draft purchase invoices linked to manual inbound requisitions are handled. You can now delete a draft purchase invoice without affecting the requisition it was created from, allowing you to regenerate a new purchase invoice from the same requisition whenever needed.

Enhancements applied:

• Deleting a draft purchase invoice no longer deletes the linked manual inbound requisition.
• The requisition remains available after the draft is deleted and can be used to create a new purchase invoice.
• The requisition is displayed within the draft purchase invoice for easy reference.

Usage scenario:

• Create a manual inbound requisition from the Manage Requisitions menu in the Inventory module.
• Create a purchase invoice from the requisition and submit it as a draft.
• If changes are needed, delete the draft invoice.
• The requisition will remain intact and available to generate a new invoice from.

Sales Orders | Requisitions & Stock Transactions

Sales Orders have been enhanced with full requisition support, enabling you to track and move stock before generating an invoice.

Key highlights:

• You can now generate a stock requisition directly from a sales order using the "Generate Requisition" action button or by enabling the option in the sales order form.
• Generated requisitions are always created with an "Under Delivery" status, even if requisitions are disabled on the account.
• Converting a sales order to an invoice requires at least one approved requisition, with the option to include under-delivery requisitions based on user permissions.
• If all requisitions linked to a sales order are rejected, the sales order cannot be converted to an invoice.
• If extra quantities are added in the invoice, a requisition will be automatically generated upon submission.

New & updated permissions:

• Convert Sales Order to Invoice — New permission allowing conversion with approved and under-delivery requisitions.
• Add New Invoice — Allows conversion with approved requisitions only.
• Add Requisitions — Required to generate requisitions from sales orders.

Note: To use this feature, make sure the Sales Orders module is enabled from Sales → Sales Settings → Sales Orders Card.

Reports App | Purchase Invoices Report

You can now select multiple statuses when filtering in the Purchase Invoices report for more precise and comprehensive results.

Settings | Design Revamp: The following settings have been redesigned for a better user experience in navigating and understanding each feature:

• Rental Settings
• Loyalty Points Settings
• Cheque Cycle Settings
• Membership Settings
• Points & Credit Settings

Sales | Auto-Send ZATCA E-Invoices Enhancements

When auto-send is enabled for the site, invoices that previously failed to send — whether due to server connection issues or other reasons unrelated to the invoice itself — are now automatically resent.

Workflow | Purchase Refund Addition: Purchase Refund has been added to the workflow's add option menu, allowing users to:

• Create purchase refunds directly from the workflow
• Assign purchase refunds to a workflow
• View purchase refunds created on invoices related to the workflow

Sales | Updating Currency Rate During Invoice Creation

Users can now update currency rates directly while creating an invoice, with the option to save the updated rate to the system.

Cost Centers | Multiple Updates

Cost Centers | Status: Users can now deactivate cost centers to have more control over their usage in other transactions.

Cost Center Display in Journals: Journal templates have been refined to offer 4 clean options for displaying cost center distribution:

• Cost center on the journal table only (single or multiple)
• Cost center in a separate table only
• Cost center on both the journal table and separate table
• No cost center at all

In all cases, if there is no cost center distribution in the journal, all cost center UI elements will be hidden.

Cost Center Dropdown | Visibility Criteria: Cost center dropdowns across all system entities display up to 20 cost centers directly when the cost center tree contains 20 or fewer entries — otherwise, users must search to see results.

Purchases | Deleting Draft Purchase Invoice

Deleting a draft purchase invoice created from inbound requisition no longer deletes the requisition itself.

Clients | Import National Address

For Saudi Accounts, users can now map the new national address fields when importing clients.

Salary Components | Test Formula

A new feature has been added allowing users to test a formula they created before implementing it.

Salary Component | AI

A new method has been added to create salary components using AI.

ESS App | Mobile Apps

• Log Card
  • Appears on the user's home page displaying: sign-in time, sign-out time, next shift start time, and a latency indicator.
  • Once signed out, a day summary card appears showing: total hours worked, sign-in time, and sign-out time.
• My Shifts
  • A new page displaying the user's assigned shifts for the selected time period in a list view, highlighting: shift name, start time, and end time.
  • The list view includes indicators for holidays and approved leaves.
• Bulk Approve/Reject for leave applications is now supported.

Shipping App | External Apps Manager

• Manage packages and delivery orders through a structured workflow from receiving to final delivery.
• Control shipping costs and organize delivery areas.
• Track every package in one place from the moment of receiving until delivery is completed.

Reports App | Activity Log Report

• Updates made to Sales and Inventory settings are now reflected in the Activity Log in the Reports module & the Dashboard.

Settings App | Settings Pages Design Revamp

The settings pages for Accounting, Attendance, Accounts, POS, Employees, and Requests have been redesigned with a unified layout, divided into sections and categories for easier navigation, with hints added to features for better clarity.

Reports App | Show/Hide Report Columns

• Users can now control the visibility of columns in select reports directly from the filters, including: Client Balance, Client Payments, and Client Statement reports.

Sales App | Multi Serial System for Invoices

For sites with the Egyptian E-Invoice active, users can now create receipts directly from the invoices module in Manage Sales Invoices, allowing users to create both invoices and receipts from the same place.

Sales App | Invoices Bulk Actions | Issue Invoice

• Users can now apply the "Issue Invoices" action in bulk to issue multiple draft invoices at once using Actions.

Inventory App | Import Bundle Products

• Users with bundles activated can now include bundle items in the products import file to be mapped and inserted into the system.

Inventory App | Requisitions Warehouse Filter Enhancement

• When filtering by Warehouse in manual transfers, users can now view both inbound and outbound requisitions movements for that warehouse.

Employees App | Admin Can Log Employees Out

• The site admin can now log employees out directly from the employee view screen.

Sales App | Sales Order/Quotation | Warehouse Selection

• The warehouse selected in a quotation or sales order will automatically be passed to the invoice upon conversion.

Salla App | Sync Bundle Products

• Users can now push bundle items from Daftra to Salla, and use them during the sync from Salla to Daftra through invoices.

Client Portal | View Refund Receipts & Credit Notes

Clients can now view their own refund receipts and credit notes directly through the Client Portal.

Purchases App | Purchase Invoices AI

• Upload multiple invoice files via “AI Upload” button and the system will automatically extract supplier, product, tax, and discount data.
• The system guides users through reviewing and confirming matches for each invoice.
• Finalized invoices are saved as purchase bills with full audit logs.

Expenses App | Expenses AI

• Users can upload multiple expense documents via “AI Upload”, and the system will automatically extract the data to create new expense records in an easy and seamless way.

Reports App | Sales Invoice Report

You can now select multiple statuses when filtering in the Sales Invoices report for more precise and comprehensive results.

Sales App | Profit Margin Display

• The system automatically the profit margin while creating a sales invoice, quotation, or sales order.
• Each line item shows: selling price, profit per unit, profit for total.
  • Make sure to activate the feature for "Sales Invoices, Quotations, or Sales Orders" from Sales Settings.
  • Users need the view profit margin permission to access this data.

POS App | Multiple Barcode Unit Price

• You can now select the appropriate multi-barcode price directly from the POS screen during checkout, ensuring fast and accurate pricing for each product.
• Activating the “Multiple Barcode Unit price —POS Feature” app is required to use this feature.

E-Commerce Apps Updates (Salla, Zid): The integration has been improved to enhance sync reliability, visibility, and control.

Added features:

• Automatic, real-time product synchronization across platforms.

• Option to pause/suspend synchronization when needed.

• Product category synchronization for consistent organization.

• Automatic background sync for all product variants.

• Automatic sync for bundles and their components.

• Integration reset to restore the connection to its initial state.

• Initial setup: sync up to 12 months of historical invoices.

• Enhanced resync logic to detect and retry failed records.

• Updated entity logs for better tracking and debugging.

• Optimized requisition creation to prevent duplication when products are created via invoices.

• Support syncing invoices that include deleted products.

• Configurable option to enable/disable SKU updates during manual sync.

• Display the linked Daftra account and Salla store in the integration header.

New Trial Balance Report Update:
When generating a Trial Balance Report that includes a large number of sub-accounts, the system will display a management popup to help handle large datasets more efficiently. The popup provides two main options:

• Individual Export: Export data for specific parent accounts that contain many sub-entries.

• Bulk “Expanded” Export: A new option to download the entire report as a CSV, automatically including all sub-accounts in a fully expanded (opened) state, regardless of the current UI view level.

New Purchase Cycle Update When converting a Purchase Quotation to Purchase Order or Purchase Order to Purchase Invoice, the system now redirects the user to the creation form with all data pre-populated. This enables users to review and adjust specific fields before finalizing. Once saved, the document is officially converted, and the Activity Log records the action as “Convert” to ensure a clear audit trail.

Booking App

• Item categories can now be edited or deleted directly from the Booking Form settings without switching to the Inventory module, streamlining the setup process by allowing users to manage their data from a single screen and ensuring the booking configuration is always up to date.
• Activating Booking now automatically activates POS, Sales, and Clients, with POS assignment settings enabled by default.
• Taxes now display in Add/Edit booking pages as Tax Name (%) along with their amounts.

Account Information

• Users with the account information access permission can now view their Account Number and PIN No directly from the site profile dropdown.

Reports App | Journals Report

• When filtering by a specific account, users can now enable “Show Both Sides of the Journal” option for that account, with the filtered account displayed in bold.

Printable Templates App | Print Date & Page Numbering

Users can now insert a placeholder for the print date and page number in their templates, which automatically appear upon printing for easier tracking of multi-page documents.

Invoices App | Draft-Only Permission

• Users can now be granted a permission to add invoices as drafts only.
• A separate permission allows users to invoice drafts only, without needing the Add or Edit invoice permissions.

Settings App | Saudi National Address

• Address fields across invoices, clients, suppliers, employees, and accounts for Saudi sites have been updated to match the Saudi National Address format.
• The new fields include: Building Number, Street Name, Secondary Number, District, Postal Code, City, and Country.
• (Non Saudi sites remain unaffected)

Invoices App | Invoice View Details Enhancements

• The Invoice View page has been fully redesigned, introducing a new tab displaying the invoice details.
• Invoice custom fields are now visible within the same tab instead of being shown in a separate dedicated tab.

New Account Registration Update: A new phone verification via OTP feature has been introduced during Daftra account registration. When a user enters a phone number, the system sends a one-time password (OTP) to confirm and verify the number before completing the signup.

New POS Mobile App Update: The following features have been added to the POS mobile application:

• Sales Adjustment Discount in the POS mobile app (for Invoices and Refunds)

• Faster invoice synchronization

• Biometric login (Fingerprint / Face ID)

New Sales Update: Now, when editing a sales invoice issued with “Electronic Invoice” enabled, users are allowed to modify all “non-financial fields” that do not affect the invoice total, such as custom fields, attachments, and salesperson.

New Sales Update: A “Clone” option has been added for both “Sales Orders” and “Estimates”, similar to what is available for “Sales Invoices”.

New Modules Settings Update: The settings interface for the following Modules has been updated:

• Sales Settings
• Products & Inventory Settings
• Workflows Settings
• Finance Settings
• Account Settings

New Booking Update: A new Booking interface has been added, allowing users to manage all of the following features from a single screen:

• A modern calendar view with Day / Week / Month modes

• View all bookings and manage the full booking cycle in one place

• Manage services related to bookings

• Manage packages and link them to bookings

• Full integration with the POS system

• View the shift roster for each employee eligible for booking

• Manage employee shifts directly within the module

• Add employee off days

• Define block times to prevent bookings during specific periods

• Automatically update employees’ booking schedules when shifts/off days/block times change

• Full synchronization between the calendar, shifts, and POS to ensure data accuracy at all times

Printable Templates Update: It is now possible to send any printable template directly via email from the Employee tab. Users can also load a template and edit it instantly, or apply those updates globally across the entire system. Support has also been added to display predefined salary components in new sites (based on portal-managed conditions), where each component now has its own dedicated placeholder that can be included in employee contracts and printed successfully.

In addition, users can now view the version history for each template, with the ability to edit or delete previous versions when needed. Admin users can also enforce default salary components by country so they are automatically included in employee contracts, ensuring compliance and consistency across regional deployments.

New Reports Update: A new report, "ZATCA Submission Report", has been added under Sales Reports for Accounts in Saudi Arabia. It displays the invoice total, tax amount, submission date to ZATCA, and electronic invoice status. This report also applies to credit notes and refund invoices.

New Reports Update: In Kingdom of Saudi Arabia, users can now filter reports by electronic invoice status, and the status will also appear as a column in the report.

Included reports:

• Segmented Invoice Reports
  • Sales by Client
  • Sales by Staff
  • Sales by Sales Person
• Periodic Invoice Reports:
  • Daily, Weekly, Monthly, Yearly