Smarter Accounting. Faster Operations. AI-Ready Business Management.
We're excited to announce Socio Ledger ERP V12.0.4, bringing another powerful update focused on streamlining accounting workflows, enhancing wholesale & retail operations, improving team productivity, and delivering a faster, more intelligent ERP experience. This release introduces smarter payment processing, bulk document sharing, enhanced voucher management, improved lead management, and significant performance improvements to help your business operate more efficiently than ever.
Smarter Payment & Accounting
Rate Cut During Payment & Receipt
Apply Rate Cut directly while creating Payment and Receipt vouchers, eliminating extra steps and making precious metal accounting faster and more accurate.
Metal Receipt During Sales
Record Metal Receipt directly while creating Sales Vouchers, providing better tracking of customer metal transactions within a single workflow.
Kasar Adjustment for Zero Balance
Easily transfer customer balance to Kasar Adjustment and settle ledger accounts with a single action, simplifying account reconciliation.
Faster Billing & Documentation
Bulk Download Retail Sales Bills
Download multiple Retail Sales Bills in one click—perfect for sharing with Chartered Accountants, auditors, or customers, saving valuable time.
Retail Estimate → Retail Sales Conversion
When converting an Estimate into a Retail Sales Bill, the bill date automatically updates and latest bills stay organized.
- Bill Date automatically changes to Today's Date
- Latest Bill appears at the top of the Bill Index
Purchase Voucher File Upload
Attach supporting documents directly with Purchase Vouchers, making record management easier and improving audit readiness.
Inventory & Voucher Enhancements
Tag Creation Without Item Design
Create Tags directly from Receipt Note even when an Item Design is not available, offering greater flexibility during stock entry.
Multi-Tour Tag Transfer
Wholesale businesses can now transfer Tags between Tours more efficiently, improving stock movement and logistics management.
Wholesale Print Improvements
Voucher print formats now display separate Gold Rate and Silver Rate, providing greater transparency in customer documentation.
Team & Lead Management
Team Member Copy
Quickly duplicate Team Member configurations, reducing setup time and ensuring consistent user permissions.
Smarter Lead Management
Duplicate Lead detection has been improved, helping maintain cleaner customer data and avoiding repeated follow-ups.
AI Task Management
Task Index visibility improvements for enhanced productivity and administrative control.
- Team Members see only their own AI Tasks
- Administrators can view all AI Tasks across the organization
Coming Next
Tag Report with Group by Item Group & Category.
Parcel Label Printing, From & To Details, and Image Upload Support.
Customer Online Login, Retail & Wholesale Transparency, and Smart Scheme Tracking.
🚀 Socio Ledger ERP — Smarter Accounting. Faster Operations. Powered by AI.