Changelog

Major Release – RealCloud ERP v5.0.0

Welcome to RealCloud v5.0.0! This is a major release with substantial new capabilities, stronger financial data integrity, and a noticeably faster, cleaner user experience throughout the platform.

New Features

Batch & Serial Inventory Tracking

Track physical stock down to the manufacturing lot or individual serial number.

• Lot & Serial Registration: Attach manufacturing batch codes and expiry dates; split checkout lines across multiple lot pools.
• Built-in Safeguards: Prevents selling items before inbound receipt; credit note returns restricted to actual purchased units.

Global Search (Ctrl+K / ⌘K)

Find almost anything from one search palette.

• Everyday lookup: Search products, customers, vendors, reports, and quick actions.
• Document search: Start query with '>' to search live commerce documents (invoices, bills, etc.).

Void & Deletion Archive

Deleted or voided transactions are preserved in a permanent archive with full historical data snapshots and audit trails.

Advanced Report Generator

A new generation of interactive reports built for large histories.

• Full Report Interaction: Load entire result sets with infinite scroll; sort, group, and customize columns.
• Drilldowns & Sharing: Click through to source documents; carry over filters to related reports; bookmark/share via URL.
• Future-Ready: Pivot-style analysis coming soon; matrix layouts already supported.

Real-Time AR & AP Balances

Customer and vendor outstanding balances update in real time for instant listings and statements at any scale.

Automated Profit Matrix Report

New monthly profit-and-loss matrix report that builds itself automatically, aggregating sales, returns, expenses, and margins.

Dashboard Redesign

Rebuilt from the ground up for a comprehensive view of business performance.

• At-a-glance KPIs: Revenue, expenses, receivables, and financial health ratios with trends.
• Trend Breakdowns: Interactive charts, expense breakdowns by account, and top customer insights.
• Stay Current: Recent transactions list with payment status; flexible date filters; privacy mode.

Fast Autocomplete Pickers

Instant, highlight-matching autocomplete for customers, vendors, and accounts. Includes inline customer creation during checkout.

Redesigned Quick Actions Menu

Spacious four-column panel (Add Records, Sales, Purchasing, Money & Stock) with a borderless, clutter-free layout.

Improvements

• Simplified Payment Statuses: Clear 'PAID' or 'UNPAID' color-coded indicators.
• Flexible Overpayments: Allocate payments across calendar dates; record overpayments and split receipts freely.
• Product-First Grid Rules: Quantity, rate, and tax fields locked until item selection to guide entry.
• Isolated Journal Aging: Receivables and payables shown separately from manual journals in aging statements.

Accounting Changes

• System Account Identity System: DB-enforced 'SystemAccountRole' for critical accounts (AR, AP, Tax, COGS).
• Automated Cheque Settlement: Cheques marked 'Cleared' automatically upon bank deposit.
• Immutable Tracking Rules: Product tracking type (Standard, Batch, Serial) is locked after save.
• Base Unit Restriction: Tracked products restricted to base unit of measure for clean stock audits.

Fixes

• Clean Deletions: Deleting parent transactions removes all linked payments and related records.
• Navigation Links: Clicking transaction references in reports/lists opens the document.
• Audit Logs: Newly created invoices now generate proper edit history records.
• Form Stability: Input fields reliably keep focus in modals and overlays.
• Overlay Reliability: Dropdowns and modals stay open during interaction with nearby controls.

• Fixed issue where past payments could not be allocated to future invoices
• Added support for converting grouped report permissions into individual report-level permissions

• Fixed several permission-related issues

• Improved automatic conversion from legacy permissions to the new permission system
• Fixed permission-related issues
• Fixed issues with customer/vendor bulk upload

Major Feature Update – Advanced Permission System

This release introduces a completely redesigned permission system with significantly improved control and security.

Key Features

Granular Permission Model

• Replaced simple permission strings with a scope-based action matrix

• 25+ permission scopes covering all business domains:

  • Sales, Purchase, Inventory, Accounting, Cheques, Masters, Reports, Settings

• 6 standard actions per scope:

  • VIEW, CREATE, EDIT, VOID, DELETE, PRINT

Backdate Controls (Per Document Type)

You can configure backdate rules separately for each document type (scope), giving you precise control over how far users can work with past data.

• Maximum Backdate Days Limits how many days back a user can create new documents.

• Edit Age Limit Restricts how old a document can be for editing after it has been created.

Special Permissions

• System-level capability controls:

  • Pricing: under-cost pricing, discount limits, cost visibility
  • Inventory: negative stock, count finalization
  • Advanced operations: locked period edits, approval bypass, multi-store access

• Flexible JSON-based configuration for custom rules

Store-Level Access Control)

• Multi-store support with user-to-store mapping
• Restrict access per store
• Option to bypass store restrictions via special permissions

Improvements

• Scalability: Add new scopes/actions without schema changes
• Auditability: Clear permission matrix for compliance reporting
• Flexibility: Custom business rules via JSON-based permissions
• Multi-tenancy: Store-level access for enterprise use

Note: Legacy permission remains functional during the transition period. Further refinements will be made based on user feedback.

Other Updates

• Restricted one user to a single tenant/account for improved stability

• Added noOfItems and noOfPcs columns to the main sales report

• Combined product bulk upload and bulk update into a single workflow

  • Download existing data and update via a single Excel file

• Added bulk upload support for customers and vendors (including opening balances)

• Strengthened Chart of Accounts:

  • Reserved names are now non-editable

• Fixed high processing usage in report tables

• Improved date range selector:

  • Easier selection of month, day, and year
  • Reintroduced year selection

• Added layout configuration for most reports:

  • Customize visible columns
  • Access additional hidden columns
  • Rearrange column order
  • Available via the gear icon near export

• Improved responsiveness in customer and vendor areas

• General stability improvements

• Added cheque amount configuration:

  • Configure how post-dated cheque (PDC) amounts are calculated

  • Option to include:

    • Only cheques in hand
    • All pending cheques (including transferred cheques to vendors)

Document Render Settings

• Introduced customizable document rendering using Handlebars templates

• Enables custom print formats across different sections:

  • Invoice payments
  • Customer-related prints

• API access available within templates

• Supports multiple print templates

Example Use Cases

• Customer outstanding reports
• Customer aging reports

Currently, invoice payment printing is supported.

Bulk Payment Improvements

• Bulk payments are now tracked as a single entity:

  • System records which payments belong to a bulk transaction

• Added print support for bulk invoice payments:

  • Print a single receipt for multiple payments (e.g., multiple cheques)
  • Fully customizable via document render settings

• Fixed cheque-related issues in bulk payments

• Added image link settings:

  • Generate multiple image links as needed

• Added new Monthly Sales Report

• Introduced custom HTML print support using Handlebars templates

• Added ability to:

  • Activate/deactivate print templates for commerce documents
  • Select a primary print button

• General stability improvements and bug fixes
• Fixed issue where journals could not be opened from customer inquiry history

• Added support for invoice payments via journal entries

• Introduced new party auto-allocation method (/AutoAllocation)

• Added support for contra settlements:

  • Bill-to-bill
  • Invoice-to-invoice

• Added option to manually resolve bill payments