What we shipped, in plain language.

The Hierarchy Management screen is now a tabbed workspace scoped by hierarchy type, designed for large hierarchies (e.g. Materials Master with thousands of leaf items):

• Manage Items — a lazy-loaded tree (children fetched on expand) with inline add-child, a breadcrumb parent picker, a live-validated code field with next-code suggestion, edit/deactivate/delete with guardrails, and server-side search with reveal-in-tree.
• Bulk Import — a three-step wizard (upload & parse → dry-run validate & preview → atomic commit) with a per-type Excel template. Auto-create-parents is off by default to protect master data.
• Explore — the existing relationship graph, refactored into a type-scoped tab.
• Structure — an in-app Types & Levels designer with pattern presets and a live code preview (previously admin-only).

Invoice and payment journal lines are now tagged with the correct branch (ENT) node, and both legs of a payment are kept on the same node, so customer statements and entity-level rollups balance.

The general-ledger running balance is now computed in strict chronological order, so the ledger displays a correct cumulative balance for every line.

Customer-payment journals are now posted instead of being left in DRAFT, payments clear the related invoice on posting, and decimal rounding on the receivable leg has been removed for exact amounts.

Re-sending an invoice after a general-ledger posting error now retries the posting, so a transient GL failure no longer leaves the invoice stuck.

Fixed an issue where the delivery dialog lookups collapsed for users who are not linked to an employee record. The dialog now loads correctly for all users.

Corrected accounting behaviour on the Payment Allocation screen for more accurate matching of receipts against open items.

Invoice tax now calculates live and is copied from the originating sales order, so tax amounts stay consistent between the order and the invoice.

Dispatching a delivery now posts a goods issue (GI-SALES) that relieves finished-goods inventory and books the cost of goods sold to the general ledger, keeping inventory and profitability accurate the moment goods leave the warehouse.

Inventory financial postings now resolve their GL accounts deterministically:

• Account determination no longer guesses accounts during migration; cost-group codes are standardised to two characters.
• A new account-tag backfill command repairs existing data instead of inferring accounts at migration time.

Finished-goods receipt now values the actual produced quantity at actual cost, and the automatic batch number length is capped to avoid overflow.

Production goods issue now validates the issue quantity and available stock at the batch level:

• Issue quantities are checked against each selected batch.
• Stock availability is verified per batch before posting.
• Make-to-order goods issue falls back to unreserved batches when no reserved stock is available, and surfaces clear stock error messages.

When issuing material to a production order you can now pick the exact source batch(es) to consume, instead of relying solely on automatic selection. This gives the shop floor full control over which lots are back-flushed into work-in-progress.

The production goods-receipt screen now shows the open quantity for each receipt line — the selected variant’s open quantity when the line is variant-managed, otherwise the production order’s overall open quantity — so receivers always know how much is still outstanding.

The Sales Order entry page and order detail panel were refined with improved field layout and additional line-item detail for faster, clearer order capture.

Cash journal transactions can now carry a cost center, so cash receipts and payments can be attributed to the correct cost object for reporting.

The Purchase Order line-item detail grid now displays the line currency and the outstanding balance quantity alongside the received quantity, giving a clearer view of what is still to be delivered.

The cost group (valuation class) for a material can now be assigned directly from the Pricing & Valuation tab on Material Master, so routine master-data work no longer requires visiting the configuration screen. Effective-dated valuation history is preserved.

A new five-step Posting Setup workspace consolidates inventory financial-account configuration into one guided screen:

• Company & Policy, Cost Groups, Posting Logic, Account Matrix (with a GL-account picker and auto-fill heuristics) and Validate & Test with a dry-run movement check.
• Copy a complete configuration from another company in one step.
• Access is permission-scoped, with a new Inventory Accounting Configurator role; the entry lives under the admin Settings group.

Available at /materials/posting-setup.

A new Schedule III (Companies Act) Statement of Profit & Loss is generated directly from posted journal lines:

• Lines grouped by their Schedule III tag, with a keyword fallback for untagged accounts.
• A derived “Changes in inventories of finished goods and work-in-progress” line.
• Comparative prior-period figures.
• A printable A4 PDF export.

At order release the planned cost is frozen as a reference standard, enabling variance analysis independent of the ledger:

• Material, labour, overhead and utility variances per production order.
• Material price-versus-usage breakdown.
• Order-level and summary variance views.

Production orders now carry a fully GL-backed Work-in-Progress (WIP) cost ledger that values shop-floor activity in real time, with no month-end settlement step:

• Actual back-flush — material issued to production is capitalised to WIP, and each operation confirmation absorbs labour, overhead and utility cost at the routing rate × actual hours as it happens.
• Balanced finished-goods receipt — when finished goods are received, the accumulated WIP is relieved pro-rata across all cost accounts, and scrap is posted separately.
• WIP reconciliation — a reconciliation report proves that the sum of open-order WIP always ties back to the GL control account.
• Cost on genealogy — batch genealogy now carries unit and total cost for full cost traceability.

Follow-up refinements to the Accounts Receivable screens: the Payment Allocation and Payments Received pages were adjusted for more accurate matching and display of receipts against open items.

New stock-transfer screens make it easy to move inventory within a warehouse without going through Django admin:

• Storage-to-Storage Transfer — move stock between storage locations.
• Bin-to-Bin Transfer — relocate stock between bins within a location.
• Backed by new transfer APIs and movement reporting, with a dedicated Materials sidebar entry.

Financial postings are now more robust:

• Goods Receipt FI posting now hard-stops on error instead of posting partially, with a GST input-tax GL fallback when an account is not explicitly configured.
• AP payments hard-stop on validation failures, with level-3 ENT tagging and a corrected vendor-ledger balance.

Currency handling is now consistent across the application:

• The platform now uses the currency alpha code (e.g. USD) project-wide instead of the internal numeric code.
• The currency dropdown on Quotation entry now populates correctly.
• Journal Entry references now use the journal number rather than an internal entry number.

Travel Requests, Travel Advances and Expense Claim screens received additional fields and workflow refinements for a smoother end-to-end travel and reimbursement experience.

Customer Service was enhanced with improved ticket/asset handling and tightened role-based access so the right CS roles see the right screens and actions.

Receivables handling has been refined:

• The Payment Allocation screen gained additional controls for matching receipts to open items.
• A bug affecting the Payments Received field was fixed so amounts capture correctly.

The Recurring Payments screen in the Payroll module was enhanced for easier setup and management of repeating payment lines.

New help-centre articles were added covering the Cash Management module — cash position, forecasting and planning.

A new Variant Attributes page lets you define and manage the attributes (such as colour and size dimensions) used to build material variants, with full create/edit support from the Materials sidebar.

A new administrator worklist consolidates every pending workflow approval into one screen, so approvals can be found, reviewed and actioned without hunting through individual modules.

• Lists all in-flight approval steps with their current approver and SLA status.
• Improved approver resolution and querying behind the scenes for accurate routing.
• Access is permission-scoped via the RBAC roles.

Several point-of-sale and inventory issues have been resolved for more accurate cash sales:

• Cash-sale revenue and tax GL lines are now tagged with the selling branch’s profit center.
• The terminal product search now shows only in-stock products and checks availability correctly.
• Bin-agnostic goods issues now resolve a valid bin, and a cash-sale inventory error during checkout was fixed.
• Fully depleted un-binned stock rows are removed after put-away so they no longer linger in inventory.

A new analytics dashboard for retail operations gives store managers a single, data-driven view across all branches:

• Sales & profit KPIs — revenue, margin and trend indicators at a glance.
• Inventory health — stock position and movement highlights per store.
• Supplier insights — supply-side metrics feeding the storefront.
• Alerts — exception highlights that need attention.

Available under the POS sidebar at /pos/stores-dashboard.