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Notes from the field on InvoiceNow, Family Wealth Guru, implementation, and the FACT ERP.NG configuration model. Search the library, filter by topic, and open the full post.
Version 10.0.4 — Version 10
Customer Relationship Management (CRM); Platform Performance, System Preferences & Admin Utilities; CXO Control Tower Enhancements
Read postVersion 10.0.3 — Version 10
Sales - Entry - Sale Order; Purchases - Entry - Purchase Order; Dashboards, Tiles and Reports – Cancelled Sales & Purchase Order
Read postVersion 10.0.2
CXO Control Tower — Refreshed UX Experience a faster, cleaner, and more intuitive journey with our refreshed Web Browser UX – redesigned for simplicity and speed CXO Control Tower — Cash-In-Cash-Out (CICO) Report Adds a fresh new dimension to Cash Flow management View Cash In and Cash Out from Projects General Ledger Codes (P&L and ... <a title="Version 10.0.2" class="read-more" href="https://factsoftware.com/what-new/version-10-0-2/" aria-label="Read more about Version 10.0.2">Read more</a>
Read postVersion 10.0.1 — Version 10
CXO Control Tower – Lightning Fast Reports are yet faster; CXO Control Tower – Multi Company in Data Dump Reports; CXO Control Tower - Sales
Read postVersion 9.0.1 — Version 9
Server Admin Credentials
Read postVersion 8.0.7 — Version 8
CXO Control Tower - Multi Company Data Dump Reports; CXO Control Tower - Reports in PDF and CSV Formats; CXO Control Tower - Connected Documents Deliver Yet More Visibility
Read postVersion 8.0.6
FACT ERP.NG is proud to announce the launch of Embedded ESG Accounting and Reporting, revolutionizing how businesses capture, track, and report on their environmental, social, and governance data. No longer confined to manual uploads and siloed ESG teams, ESG Reporting is now powered directly by Core Finance data — where it truly belongs. FACT ERP.NG ... <a title="Version 8.0.6" class="read-more" href="https://factsoftware.com/what-new/version-8-0-6-2/" aria-label="Read more about Version 8.0.6">Read more</a>
Read postVersion 8.0.5
CXO Control Tower / Lightning Fast Reports CXO / Data Dump Reports 6.6 Million Rows loaded in 0.16 Seconds in Sale Data Dump CXO / Financials CEOs are generating reports from their own laptops and iPads Go From Anywhere to Anywhere CXO / Sales Slice & Dice your data at Warp Speeds View Top 10 Customers ... <a title="Version 8.0.5" class="read-more" href="https://factsoftware.com/what-new/version-8-0-5/" aria-label="Read more about Version 8.0.5">Read more</a>
Read postVersion 8.0.4
FACT WebNG New Reports General Ledger / Cash / Bank – Reports – Cash / Bank Reports Voucher Receipts Register Data Dump General Ledger / Cash / Bank – Reports – Cash / Bank Reports Voucher Payments Register Data Dump FACT WebNG CXO Control Tower – Financials UX Improvement FACT WebNG CXO Control Tower – General ... <a title="Version 8.0.4" class="read-more" href="https://factsoftware.com/what-new/version-8-0-4/" aria-label="Read more about Version 8.0.4">Read more</a>
Read postVersion 8.0.3
1. System Optimization & Minor Fixes Here are some System Optimizations and Minor Fixes We will continue to delight you always!
Read postVersion 8.0.2
CXO Control Tower – Document Vault New Functionality Preview Document Applicable for TXT, PDF, JPG, JPEG, PNG, BMP, and GIF attachments Advanced Conditional Search Add / Remove multiple search criteria in a single search Add Search Result as Keyword Save search results in the Keyword List (applicable only for content of the respective document) Document ... <a title="Version 8.0.2" class="read-more" href="https://factsoftware.com/what-new/version-8-0-2/" aria-label="Read more about Version 8.0.2">Read more</a>
Read postVersion 8.0.1
Introducing FACT WebNG (Next Generation Web Application) Lightning-Fast Web Environment User Configurable Favourites CXO Control Tower Cockpit Lightning-Fast Reports Accounts Payable – Purchases – Reports Purchase Data Dump Purchase Order Data Dump Vendor Ledger MIS Reports Vendor Ageing Data Dump Vendor Wise Analysis Special Reports Statement of Account – Vendors Accounts Receivable – Sales – ... <a title="Version 8.0.1" class="read-more" href="https://factsoftware.com/what-new/version-8-0-1/" aria-label="Read more about Version 8.0.1">Read more</a>
Read postVersion 7.0.19
Report Scheduler New Report Added Inventory Warehousing – Reports – Manufacturing Order – Pending Order Status Report Masters – Customers New Fields under Add / Remove Fields Shipping Address Code Billing Address Code Masters – Vendors New Field under Add / Remove Fields Billing Address Code Add Multiple Attachment Attach Multiple Documents in Single attempt ... <a title="Version 7.0.19" class="read-more" href="https://factsoftware.com/what-new/version-7-0-19/" aria-label="Read more about Version 7.0.19">Read more</a>
Read postVersion 7.0.18
System – Configuration – Security Rights Grouping New Security Right Web Cockpit Global Search Master – User Defined Fields – All Document New Checkbox Editable Checkbox under Other Modules window Inventory Warehousing – Reports – Material In / Out – Stock Taking New parameter Show only Warehouse Fixed Products Inventory Warehousing – Reports – Material ... <a title="Version 7.0.18" class="read-more" href="https://factsoftware.com/what-new/version-7-0-18/" aria-label="Read more about Version 7.0.18">Read more</a>
Read postVersion 7.0.17
Web Cockpit – Inventory – Warehouse Wise Stock New Columns Product Group Product Subgroup Analysis Purchase – Product Group Wise – Include Return And Exclude Return New Parameter added Display Last Node Product Only Analysis – Sales – Product Group Wise – Include Return And Exclude Return New Parameter added Display Last Node Product Only ... <a title="Version 7.0.17" class="read-more" href="https://factsoftware.com/what-new/version-7-0-17/" aria-label="Read more about Version 7.0.17">Read more</a>
Read postVersion 7.0.16
1. Multi Factor Authentication (MFA) for User Login Heightened Level of Security for your valuable financial data is here now! Make User Login secure with Additional “OTP via Email” Activation of MFA will require User to enter OTP received on their pre-authenticated Email ID (already entered in User Maintenance) Set up MFA via System – ... <a title="Version 7.0.16" class="read-more" href="https://factsoftware.com/what-new/version-7-0-16/" aria-label="Read more about Version 7.0.16">Read more</a>
Read postVersion 7.0.15
1. System Optimization & Minor Fixes Here are some System Optimizations and Minor Fixes We will continue to delight you always!
Read postVersion 7.0.14
1. Reports – Document Class Filter Combination Added Document Class Filter Restriction in User Maintenance is no longer a bar for generation of following reports for the Non-Restricted Document Class Segments Profit & Loss Account Balance Sheet Trial Balance Cash Flow Statement Credit Note Register Debit Note Register Adjustments Credit Notes / Debit Notes / ... <a title="Version 7.0.14" class="read-more" href="https://factsoftware.com/what-new/version-7-0-14/" aria-label="Read more about Version 7.0.14">Read more</a>
Read postVersion 7.0.13
1. New GST Codes Incorporated – Applicable for Singapore only In Budget 2022, Singapore’s Minister for Finance had announced that the GST Rate will be increased from 8% to 9% w.e.f 01 January 2024 See IRAS (Internal Revenue Authority of Singapore) Guidelines at : https://www.iras.gov.sg/taxes/goods-services-tax-(gst)/gst-rate-change/gst-rate-change-for-business/overview-of-gst-rate-change We are pleased to release the introduction of GST Tax ... <a title="Version 7.0.13" class="read-more" href="https://factsoftware.com/what-new/version-7-0-13/" aria-label="Read more about Version 7.0.13">Read more</a>
Read postVersion 7.0.12
1. CXO Control Tower – Cash / Bank Position – Profit & Loss Account When “Uninvoiced D/Os (AR & AP)” = Yes “GST / VAT / SST Amount” will be excluded automatically 2. CXO Control Tower – Cash / Bank Position – Balance Sheet When “Uninvoiced D/Os (AR & AP)” = Yes “GST / ... <a title="Version 7.0.12" class="read-more" href="https://factsoftware.com/what-new/version-7-0-12/" aria-label="Read more about Version 7.0.12">Read more</a>
Read postVersion 7.0.11
1. CXO Control Tower View “Additional Product Description” Button added in all Cards and Reports 2. Web Cockpit – Approval Pending – New Option Sale Return 3. New Data Dump Report Sale Return Data Dump 4. Sale Order Data Dump – New Columns Proforma Invoice / Quotation Number Proforma Invoice / Quotation Date 5. Purchase Order Data ... <a title="Version 7.0.11" class="read-more" href="https://factsoftware.com/what-new/version-7-0-11/" aria-label="Read more about Version 7.0.11">Read more</a>
Read postVersion 7.0.10
1. CXO Control Tower – Sale Orders & Purchase Orders Displays Sale Invoice Amount before GST / SST / VAT Great tool to analyze Net Sale Order & Purchase Order Positions Drill Down to transactions 2. CXO Control Tower – Ageing Reports (Customer & Vendor) New Columns General Ledger Code General Ledger Description 3. Trial ... <a title="Version 7.0.10" class="read-more" href="https://factsoftware.com/what-new/version-7-0-10/" aria-label="Read more about Version 7.0.10">Read more</a>
Read postVersion 7.0.9
1. CXO Control Tower – Sales New Option : Sales Displays Sale Invoice Amount before GST / SST / VAT Great tool to analyze Net Sales Compare Sales across Multiple Years Compare Customer Wise Sales across Multiple Years Drill Down to transactions 2. CXO Control Tower – Sales Bar Graph – Customer Displays Sale Invoice ... <a title="Version 7.0.9" class="read-more" href="https://factsoftware.com/what-new/version-7-0-9/" aria-label="Read more about Version 7.0.9">Read more</a>
Read postVersion 7.0.8
1. CXO Control Tower – Purchases / Accounts Payable Position New Option added Purchase Orders 2. CXO Control Tower – Salesman (Agent) Card Button added on Salesman (Agent) Card Month wise Customer wise Product wise Product Group wise 3. CXO Control Tower – Purchaser (Agent) Card Button added on Purchaser (Agent) Card Month ... <a title="Version 7.0.8" class="read-more" href="https://factsoftware.com/what-new/version-7-0-8/" aria-label="Read more about Version 7.0.8">Read more</a>
Read postVersion 7.0.7
1. CXO Control Tower – Multi Company Profit & Loss Balance Sheet Instantly view and export Profit & Loss Accounts and Balance Sheets multiple combinations of companies directly from CXO Control Tower Easy selection of multiple combinations of companies Company Short Name displayed in Company Setup Help 2. CXO Control Tower – Multi Year Report New ... <a title="Version 7.0.7" class="read-more" href="https://factsoftware.com/what-new/version-7-0-7/" aria-label="Read more about Version 7.0.7">Read more</a>
Read postVersion 7.0.6
1. Digital Signatures in Sale Invoices Send Digitally Signed Sale Invoices to Customers from within FACT ERP.NG via DSC Dongle PFX File (no need for DSC Dongle) Digitally sign Sale Invoices in Bulk to save time Ask your nearest FACT Helpdesk Center for a quote to set this up 2. CXO Control Tower – ... <a title="Version 7.0.6" class="read-more" href="https://factsoftware.com/what-new/version-7-0-6/" aria-label="Read more about Version 7.0.6">Read more</a>
Read postVersion 7.0.5
1. CXO Control Tower Profit & Loss Statement Balance Sheet Generate Month Wise Generate on Document Class (Division, Department, Location, Project etc) Collapse and Expand Groups and Sub Groups Drill Down to Transactions 2. CXO Control Tower Set up following direct from CXO Control Tower and get started on Data Canvas Guru right away ... <a title="Version 7.0.5" class="read-more" href="https://factsoftware.com/what-new/version-7-0-5/" aria-label="Read more about Version 7.0.5">Read more</a>
Read postVersion 7.0.4
1. CXO Control Tower Multi Year Reports Generate Reports for 10, 23 or more Years’ Data instantly on a Single Screen No need to switch from year to year Filter on Date Range and Document Class at will Generate Customer Card, Vendor Card, Product Card, Salesman Card, Purchaser Card, Cost Center Card Sale Invoices, ... <a title="Version 7.0.4" class="read-more" href="https://factsoftware.com/what-new/version-7-0-4/" aria-label="Read more about Version 7.0.4">Read more</a>
Read postVersion 7.0.3
1. Top 10 Customers – Quantity | Sales | Percentage | Outstanding | Profit Direct from Customer Card Summary / Detailed Views o Quantity Sold o Sales Amount (with Percentage of Total Sales) o Current Outstanding (with percentage of Total Outstanding) o Cost (automatically calculated, including Landed Cost) o Profit o Weighted Profit ... <a title="Version 7.0.3" class="read-more" href="https://factsoftware.com/what-new/version-7-0-3/" aria-label="Read more about Version 7.0.3">Read more</a>
Read postVersion 7.0.2
1.Unparalleled Data Visibility in CXO Control Center Visibility like never before: now see all the data pertaining to the following from the respective Cards (no need to visit multiple screens) Product Card Customer Card Vendor Card Salesman (Agent) Card Purchaser (Agent) Card General Ledger Card 2. Customer Group Bar Graphs Direct from ... <a title="Version 7.0.2" class="read-more" href="https://factsoftware.com/what-new/version-7-0-2/" aria-label="Read more about Version 7.0.2">Read more</a>
Read postVersion 7.0.1
1. Reimagine Customer Service Go to Customer Card direct from CXO Control Tower with immediate visibility of Month Wise Sales with Drill Down Balance Outstanding Detailed Customer Profile Customer Group Attachments (Credit Reports, Annual Accounts etc) Phone Calls, Emails, Meetings & Tasks Customer Complaint Status with Tracking Contacts with Mobile Numbers and Email Addresses Multi – Year Customer Ledger ... <a title="Version 7.0.1" class="read-more" href="https://factsoftware.com/what-new/version-7-0-1-2/" aria-label="Read more about Version 7.0.1">Read more</a>
Read postVersion 6.0.27
1. System Optimization & Enhancements • Upgrade to Microsoft SQL Server 2019 (if not done so already) • Go through the amazing new enhancements and new features released in Version 7.0.1 (and more to come) • Elevate Customer Service and Experience Heightened Inventory Management • We will continue in our endless endeavour to keep you ... <a title="Version 6.0.27" class="read-more" href="https://factsoftware.com/what-new/version-6-0-27/" aria-label="Read more about Version 6.0.27">Read more</a>
Read postVersion 6.0.26
1. Revamped “Forex Cash/Bank Books” with Auto Posting of “Realised Forex Gain/Loss” (Enhanced) Bid Adios to manual calculation of Realised Forex Gain/Loss for Forex Cash/Bank Books every year. For all Forex Cash/Bank Books, FACT ERP.NG now calculates and posts “Realised Forex Gain/Loss” automatically now. Enjoy the following amazing benefits Enter any of the following transactions for ... <a title="Version 6.0.26" class="read-more" href="https://factsoftware.com/what-new/version-6-0-26/" aria-label="Read more about Version 6.0.26">Read more</a>
Read postVersion 6.0.25
1. Online Approval via WhatsApp (Enhanced) Receive Proforma Invoices, Quotations and Sale Invoices via WhatsApp direct on your mobile, open the PDF and tap on “Approve”. That is it! Here are the many benefits: Approve documents on the go, direct from your mobile Automatic Push Notifications via WhatsApp Customisable WhatsApp Cover Notes for Maker Checker via ... <a title="Version 6.0.25" class="read-more" href="https://factsoftware.com/what-new/version-6-0-25/" aria-label="Read more about Version 6.0.25">Read more</a>
Read postVersion 6.0.24
1. CXO Control Tower & Web Cockpit (Enhanced) Document Vault is yet more powerful: Add/Remove Attachments directly from: ▪ Proforma Invoice/Quotation ▪ Sale Order ▪ Sale Delivery Order (D/O) ▪ Sale Invoice ▪ Sale Return ▪ Customer Debit/Credit Note ▪ Customer Receipt/Payment Voucher ▪ Purchase Indent/Requisition ▪ Purchase Order ▪ Purchase D/O (GRN) ▪ Purchase ... <a title="Version 6.0.24" class="read-more" href="https://factsoftware.com/what-new/version-6-0-24/" aria-label="Read more about Version 6.0.24">Read more</a>
Read postVersion 6.0.23
1. CXO Control Tower (New / Enhanced) A. New Tile – Projects Total Value of All Projects Sale Invoices Raised Received from Customers Total of Costs Total Unbilled Time Sheets Amount B. Document Vault Add Attachments at Company Level as well C. Compliance Notification Add Compliance Configurations & Access Document Vault directly from here D. Sales / ... <a title="Version 6.0.23" class="read-more" href="https://factsoftware.com/what-new/version-6-0-23/" aria-label="Read more about Version 6.0.23">Read more</a>
Read postVersion 6.0.22
Document Vault in CXO Control Tower (New) Instantly Search all documents and attachments Automatically indexes text inside documents / search indexed text as well. Following Documents are Searchable Attached to Transactions (Sale Invoice, Payment Voucher, Debit Note etc) Employee Master (Passport, NRIC, Educational Certificates, Visa etc) Customer Master, Vendor Master and more Compliance Configuration Compliance ... <a title="Version 6.0.22" class="read-more" href="https://factsoftware.com/what-new/version-6-0-22/" aria-label="Read more about Version 6.0.22">Read more</a>
Read postVersion 6.0.21
CXO Control Tower Adversity is the fuel for greatness Spurred by the pandemic, inspired by the “Marwari Parta” system and fueled by ground-breaking technology, the CXO Control Tower with inbuilt GRC Control is a once-in-a-lifetime achievement. This is the result of our blood, sweat and tears. No setup required. Works straight out of the box ... <a title="Version 6.0.21" class="read-more" href="https://factsoftware.com/what-new/version-6-0-21-1/" aria-label="Read more about Version 6.0.21">Read more</a>
Read postVersion 6.0.20
1. Track “Stores Issues” in the Fully Automated “Consumption Issues” Module (New) “Store Items” may be issued in a fully automated manner with the following benefits Track “Consumption Issues” via different “Consumption Cost Center Codes” Repairs Fuel Used Building Maintenance Machinery Repairs Preventive Maintenance Wear & Tear Track Consumption by Product Quantities and Values Club ... <a title="Version 6.0.20" class="read-more" href="https://factsoftware.com/what-new/version-6-0-20/" aria-label="Read more about Version 6.0.20">Read more</a>
Read postVersion 6.0.19
1. System Optimisation & Enhancements
Read postVersion 6.0.18
1. System Optimisation & Enhancements
Read postVersion 6.0.17
1. System Optimisation & Enhancements
Read postVersion 6.0.16
1. System Optimisation & Enhancements
Read postVersion 6.0.15
1. Fully Automated e-TCS in FACT ERP.NG (New) – Applicable for India only We are delighted to release the Fully Automated e-TCS Another fully integrated and automated statutory requirement affecting many companies Set up e-TCS for automatic issue of Debit Note on Customers upon reaching receipt of INR 50 Lakhs Follows all the prescribed conditions ... <a title="Version 6.0.15" class="read-more" href="https://factsoftware.com/what-new/version-6-0-15-1/" aria-label="Read more about Version 6.0.15">Read more</a>
Read postVersion 6.0.14
1. Masters – Vendors (Enhanced) New Field Added Industry (Masters – Customers / Vendors – Vendors) 2. Cancel Stock Transfer (Enhanced) New Option Added Cancel Transfer Enter ‘Remarks’ when cancelling a Stock Transfer ‘Remarks’ can be viewed and printed as well (Inventory Warehousing – Entry – Transfer of Stock – Stock Transfer) 3. Cancel Inter-State ... <a title="Version 6.0.14" class="read-more" href="https://factsoftware.com/what-new/version-6-0-14/" aria-label="Read more about Version 6.0.14">Read more</a>
Read postVersion 6.0.13
1. FACT ERP.NG – PEPPOL Integration (Enhanced) – Applicable for Singapore only Product Master Now select following fields for “Service” Type Products when PEPPOL is configured PEPPOL Purchase Unit PEPPOL Sale Unit PEPPOL Stock Unit (Masters – Items / Products – Products) 2. General Ledger Reports (Enhanced) Now available in “Day Book Breakup” Customer Party ... <a title="Version 6.0.13" class="read-more" href="https://factsoftware.com/what-new/version-6-0-13/" aria-label="Read more about Version 6.0.13">Read more</a>
Read postVersion 6.0.12
1. Auto Population of “WhatsApp Number” (Enhanced) “WhatsApp Number” will be Auto Populated with Mobile Number for System – Preferences – User Maintenance Customer Master Billing Address Shipping Address Contact Details Vendor Master Billing Address Contact Details (System – Preferences – User Maintenance) (Masters – Customers / Vendors – Customers) (Masters – Customers / Vendors ... <a title="Version 6.0.12" class="read-more" href="https://factsoftware.com/what-new/version-6-0-12/" aria-label="Read more about Version 6.0.12">Read more</a>
Read postVersion 6.0.11
1. WhatsApp Messaging Integrated with FACT ERP.NG (New) Make your company look like an MNC and Wow your Customers! Increase collections, keep customers updated at all times and get your Purchase Orders filled faster. Send Price Lists, Sale Invoices and Customer Receipts directly to your customer’s palm: Direct from FACT ERP.NG via the All-New WhatsApp ... <a title="Version 6.0.11" class="read-more" href="https://factsoftware.com/what-new/version-6-0-11/" aria-label="Read more about Version 6.0.11">Read more</a>
Read postVersion 6.0.10
1. VAT Rate increased from 5% to 15% by the Kingdom of Saudi Arabia (Enhanced) – Applicable for Kingdom of Saudi Arabia (KSA) General Authority of Zakat and Tax (GAZT) of the Government of Kingdom of Saudi Arabia (KSA) has announced that effective 1 July 2020, Value Added Tax (VAT) rate will increase to 15% ... <a title="Version 6.0.10" class="read-more" href="https://factsoftware.com/what-new/version-6-0-10/" aria-label="Read more about Version 6.0.10">Read more</a>
Read post