What's New

Interactive Analytics Dashboard

Visualize your inventory and precious metal trends with dynamic charts and actionable insights, enabling faster and smarter business decisions.

• Tag Stock Report
• Gold Bhav Report

Advanced Voucher Summary

Voucher Summary Report is now more powerful than ever, helping management instantly identify profitability and transaction details.

• Profit Column (Permission Based)
• Drill-Down Report Navigation
• Faster report filtering and analysis

Sales Tag Status Reverification

Automatically reverify the sales status of tags to ensure inventory accuracy and eliminate stock mismatches.

Automatic Opening Number Generation

Opening Entries now generate numbers automatically, ensuring better record management and reducing manual work.

Purchase Voucher Supports Fine Items

Purchase Vouchers now fully support Fine Item transactions for more accurate precious metal accounting.

Pending Invoice Reminder During Rate Cut

The system now alerts users about pending invoices while processing Rate Cut entries, preventing missed settlements and improving financial control.

Retail Purchase Improvements

Purchase Voucher now allows 0 PCS entries where applicable. Additionally, Purchase Return Print now includes Fine Weight and Fine with Wastage for greater operational flexibility.

• Purchase Voucher supports 0 PCS entries
• Purchase Return Print includes Fine Weight and Fine with Wastage

Manual Sales Bill Number Update

Authorized users can manually update Sales Bill Numbers whenever required for business-specific numbering requirements.

Investment Ledger Support

Investment Ledgers can now be used directly in Casa, Payment, and Receipt entries, expanding accounting flexibility across investment transactions.

Ledger Report Enhancements

Ledger Reports now support Credit and Debit filters, and can be printed with the applied filters to make financial analysis quicker and more organized.

Job Work Print Layout Enhancements

Job Work and Job Work Estimate print formats now display Fine Weight and Fine with Wastage, providing greater transparency for manufacturing and job work operations.

Multiple File Upload Support

Lead Details page now supports uploading multiple images and documents, storing complete customer information in one place for better CRM management.

Fixes & Optimizations

We've resolved several issues to deliver a smoother and more reliable ERP experience:

• Customer & Supplier Order History now supports expandable/collapsible Design Narration (Show More / Show Less).
• AI Activity Logs now capture update history more accurately.
• Quick Search replaced Gold Bhav Report with Rate Cut for faster navigation.
• Magic Link logging and tracking improved for better reliability.
• Rate Cut validation enhanced with mandatory checks for Metal, Rate, and Total Amount to reduce entry errors and improve accounting accuracy.

Tag Modification

Manage and update tag information whenever required while maintaining complete control over your inventory.

New Tag Stock Report

All-new Tag Stock Report with improved performance, better visibility, and enhanced stock analysis for day-to-day operations.

Gold / Silver Filter in Tag Report

Analyze inventory more efficiently with dedicated Gold and Silver filters inside the Tag Report.

Supplier Tag Number Tracking

Supplier Tag Numbers are now automatically stored, providing complete traceability from supplier to sale.

• Tag Creation
• Tag Import

Estimate → Retail Sales Conversion

Convert Estimates directly into Retail Sales invoices with a single click, eliminating duplicate data entry and speeding up customer billing.

Split Sales Invoice

Generate multiple invoices from a single sale whenever required, giving businesses greater flexibility in billing.

Order Advance Payment & Metal Purchase

Orders now support Advance Payment Collection and Metal Purchase Entries, making order management and customer accounting more efficient.

• Advance Payment Collection
• Metal Purchase Entries

Smart Print Optimization

Purchase & Sales print formats now automatically hide items with zero quantity, creating cleaner and more professional invoices.

Automatic Calculation Method Selection

Calculation method can now be configured at the Item level and is automatically applied to Less Weight Items, reducing manual selection and improving consistency.

Round-Off Ledger Automation

Round-Off Ledger is now automatically selected during transactions, with proper accounting effects generated automatically for accurate financial records.

Courier-wise Voucher Report

Track vouchers based on courier service for improved dispatch monitoring and logistics management.

Meilisearch Integration

Our Online Store is now powered by Meilisearch, delivering lightning-fast product search, smarter search results, improved browsing experience, and better customer engagement.

• Lightning-fast product search
• Smarter search results
• Improved browsing experience
• Better customer engagement

Gold Bhav & Silver Bhav

You can now directly apply Gold Bhav & Silver Bhav while creating Sales, Sales Return, Purchase, and Purchase Return, ensuring faster voucher creation with accurate metal valuation.

Account Section-wise Last Closing Report

View the latest closing balances section-wise for quicker financial analysis and better decision-making.

Stock Tally Default Filter

Stock Tally now automatically opens with the Current Financial Year selected, helping teams begin verification immediately without additional setup.

WhatsApp Widget in Lead Details

Communicate with prospects instantly through the integrated WhatsApp widget directly from the Lead module, making follow-ups faster and more efficient.

Tour Permission Control

Create permission-based access for Tour Lists, giving organizations greater control over employee responsibilities and data visibility.

IP Address Based Login Restriction

Organizations can now restrict system access based on authorized IP addresses, providing an additional layer of security for sensitive business data.

Job Work Estimate Module

Generate Job Work Estimates before processing actual work, improving planning, customer communication, and production management.

Ledger Account Support

Rate Cut Master now supports all Ledger Accounts, providing greater flexibility across accounting workflows.

Item Retagging Automation

When selling a previously returned item, tag details are automatically generated, weight is fetched automatically, and voucher item details are reused to minimize manual entry.

Fine Item Stock Sync

Metal Payment IN/OUT entries now automatically affect Fine Item stock, ensuring inventory and accounting remain perfectly synchronized.

Fixes & Optimizations

Multiple issues resolved to make the platform even faster and more reliable:

• Removed unnecessary OC column from Goods Live Stock Report (Report, Print & Excel)
• Fixed Save button disappearing when Connection was set to Disabled
• Resolved blank entries in Tag Edit History
• Fixed duplicate image display on Opening Tag page
• Corrected Metal Amount calculation in GST-free Quotations
• Fixed Real Touch issue while adding Service Items in Delivery Challan updates
• Resolved Less Weight calculation issue during Tag Merge & Split
• Fixed missing confirmation text in Ledger Delete popup

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.