Product
What changed, and when.
Every change to MyRecords, dated. Compliance changes are marked so your CA can check them.
Current release3 Nov 2026 release
Regular updates and bug fixes are included in your cloud plan or AMC.
Latest release 20 releases since 16 Sept 2026
GST on every sales document - ComplianceQuotations, sales orders, delivery notes and POS invoices carry the customer's GSTIN, GST category and place of supply, and the place of supply carries on to the invoice.
- ComplianceAn item's GST template now only sets the rate of the document's own tax rows. With one accounts setting on, a ₹1,000 sale saved without tax rows had been charged ₹720 of tax.
- Feature"Create invoices" on the opening invoice tool makes your opening invoices row by row; a large batch runs in the background.
- Releases
- 20
- 78 changes in all
- Compliance
- 10
- changes to check with your CA
- Features
- 35
- new things you can do
- Security
- 20
- to sign-in, access and data
November 2026
7 releases, 38 changes
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GST on every sales document Compliance 2Feature 2Fix 1
- Compliance Quotations, sales orders, delivery notes and POS invoices carry the customer's GSTIN, GST category and place of supply, and the place of supply carries on to the invoice. India compliance
- Compliance An item's GST template now only sets the rate of the document's own tax rows. With one accounts setting on, a ₹1,000 sale saved without tax rows had been charged ₹720 of tax. India compliance
- Feature "Create invoices" on the opening invoice tool makes your opening invoices row by row; a large batch runs in the background. Accounting
- Feature The payment reminder says whether automatic reminders are on, and offers to set them up. Accounting
- Fix A sales stage's new probability carries to the deals that follow it, and the new-lead page opens again. CRM
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Encrypted identity numbers, stronger sign-in Feature 1Fix 1Security 6
- Security Passport, IBAN and UAN numbers, customers' and suppliers' bank account numbers and borrowers' CKYC numbers are now encrypted and shown masked, like PAN and Aadhaar.
- Security Commonly leaked passwords are refused, and a sign-in lasts 14 days at most, however active.
- Security Exports and every Show of a hidden number join the tamper-evident audit trail. Deleting a CRM deal no longer removes its history.
- Security New systems start with two-step sign-in on for administrators, and encrypted backups work through backup, restore and the staging copy.
- Security Customers on the support portal can no longer change ticket fields meant for agents. Support
- Security The underlying platform and its libraries moved to their latest security releases.
- Feature An option keeps each person's assistant conversations private, administrators included. AI Assistant
- Fix Faster screens. The sales invoice form loads 82% less set-up data, and Home, history and related records need fewer database calls.
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A security round across the product Feature 1Fix 1Security 5
- Security A security round found 176 issues, none critical. Every high-severity one in the product was fixed or mitigated, with a test that keeps it out.
- Security Every request that changes data needs the page's security token, including 133 that a link alone could trigger before.
- Security Scripts can no longer be slipped in through print previews or e-mail attachments, and file lists show only files the person may open.
- Security Every sign-in attempt counts towards the limit, before the password is checked.
- Security Virus scanning of every upload can be switched on for a system.
- Feature A module switched off is hidden everywhere and its background jobs stop; switched on again, every record, access and setting is back as it was, and we check it each time.
- Fix Two-step sign-in no longer reads "not set up" for people who have it on.
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GST by place of supply, GST tax invoice by default Compliance 4Fix 1
- Compliance Inter-state sales and purchases now get IGST automatically; same-state documents get CGST + SGST. The place of supply decides. India compliance
- Compliance The default print is now a GST tax invoice with HSN/SAC codes and the customer's GSTIN. Accounting
- Compliance The invoice shows the customer's GSTIN as the tax number, never their PAN. Accounting
- Compliance GSTR-1 and GSTR-3B for the same month now agree with each other and with the books. India compliance
- Fix The taxes table's Total row no longer adds up the running totals twice. Accounting
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One number, one meaning; no lost work Feature 1Fix 3
- Fix Receivables, payables, overdue counts and approvals show the same figure on Home, dashboards, Party 360 and reports. Accounting
- Fix Forms ask before closing when you have typed something unsaved, including a record started from a quick create.
- Fix Leave forms refuse a To date before the From date; approving an expense claim without a receipt asks first. HR
- Feature Phone screens rechecked at 390 px wide: tap targets of at least 44 px, Check in first on an employee’s Home.
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EPF wage ceiling by date, cleaner payslips Compliance 1Feature 1Fix 1
- Compliance EPF, EPS and EDLI wages are capped at ₹25,000 a month from 17 Sep 2026 (S.O. 5109(E)) and at ₹15,000 before it; September is split by days. Verify the split with your CA. Payroll
- Feature The employee form takes IFSC, UAN and ESIC numbers, with format checks. HR
- Fix A pay run shows one status everywhere, and the payslip's year-to-date column adds up the year. Payroll
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Drafts on any device, sales staff send their own bills Feature 4Fix 1Security 1
- Feature Unsent ticket replies, leave requests, chat messages and maintenance visits are kept as drafts for 30 days and follow you to any device.
- Feature Sales staff can print and e-mail invoices, quotations, orders and deliveries. Sales
- Feature Advances received and paid show beside what is owed, on Home, Party 360, "Who you owe" and in the assistant's answers. Accounting
- Fix Each screen has one name in menus, titles and messages. The Payroll Entry screen is now "Pay runs". Payroll
- Feature Tablets get their own layout, with touch sizes and full figure strips.
- Security On a shared phone, an offline check-in is always sent as the person who made it, and offline till sales record who rang them up. Point of sale
October 2026
10 releases, 30 changes
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People see only what they can use Fix 1Security 2
- Security Apps, menus, search, Home and help list only what the person may open.
- Security View-only access shows no create, edit or delete buttons anywhere.
- Fix Record tabs from a module the person cannot open are hidden, such as CRM deals on an accountant’s contact page.
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A calmer look, masked numbers, a sharper assistant Feature 2Security 1
- Feature A design pass across every screen, keeping the app’s colour tiles.
- Security Bank account, PAN and Aadhaar numbers show masked; Show reveals them only to people allowed, and every Show is logged.
- Feature The assistant knows today’s date, answers with business figures and trends, covers 30 more kinds of record and adds up only submitted documents. AI Assistant
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Ready dashboards and clearer business figures Feature 1Fix 2
- Feature Four dashboards ship with the demo company: sales performance; receivables, payables and cash; loan book; and support desk. Analytics
- Fix The business overview reads profit as the P&L does, money in and out from bank and cash accounts, and says what each tile compares with. Analytics
- Fix A loan application can pick an existing customer as the applicant. Lending
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KFS in 12 languages, loans by RBI class Compliance 1Feature 2Fix 1
- Compliance The KFS prints in the borrower's language (12 Indian languages) beside English, with "English version prevails". Lending
- Feature Loans board by RBI class (Standard, SMA-0/1/2, NPA), collections with promises to pay, and restructure, refund and charges from the loan page. Lending
- Feature Calls in the browser with call logs, once your calling account is connected, and a summary of each recording with the AI Assistant. CRM
- Fix 96 database indexes added, so long lists and reports open faster.
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Deeper pages across the product Feature 5
- Feature Report tools on every report: saved filters, Excel and PDF, scheduled e-mail and compare periods.
- Feature Report PDFs use Indian number grouping and readable dates.
- Feature Support home with SLA countdowns, queues and agent load, and a full ticket page. Support
- Feature Pipeline board and lead and deal pages in CRM; Item 360, reorder, stock ageing and batch expiry in Inventory. CRM
- Feature Lending home, loan applications, loans and repayments pages; saved analytics and dashboards. Lending
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GST returns from your books Compliance 2Feature 3
- Compliance GSTR-1 and GSTR-3B worked out from the books, with JSON files for upload on the portal. India compliance
- Compliance GSTR-2B matching on the supplier invoice number, an ITC register and GSTIN checks. India compliance
- Feature Accounting pages: bank reconciliation with match suggestions, Who you owe, ledger and P&L. Accounting
- Feature Sales and purchase invoices can repeat on a schedule. Accounting
- Feature Pay-run wizard and an India statutory page for PF, ESI, PT and TDS. Payroll
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Backups, health checks and a tested rollback Feature 3
- Feature Every install comes with daily backups, a health check every five minutes and a staging copy on request.
- Feature The upgrade-and-rollback drill passed: an upgrade took about 3 minutes and a rollback 95 seconds.
- Feature Navigation by job, with an "All screens" page for each area.
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Every page explains itself Feature 1
- Feature "Show me how" and page help on every page: what the page is for and the steps to use it.
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Modules switch on and off per client Feature 1
- Feature Each system switches modules and add-ons on or off. Off means off on every page and in background jobs.
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One sign-in, with two-factor Security 2
- Security One sign-in page for every user, with two-factor codes and password reset.
- Security A security audit: rate limits on sign-in and API calls, signed webhooks, and keys blanked out of error logs.
September 2026
3 releases, 10 changes
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Tally Day Book import, bill reading, encrypted fields Feature 2Security 1
- Feature Tally Day Book vouchers import as journal entries, checked first; a batch is undone by cancelling its journals.
- Feature Read a purchase bill from a PDF or photo into a draft bill. Purchasing
- Security Bank account and PAN fields are encrypted in the database.
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An AI Assistant that asks before it acts Feature 4
- Feature Ask about your business in plain words; any change it suggests waits for a person to confirm it. AI Assistant
- Feature Sales and cash-flow forecasts and unusual-payment checks, worked out from your own history. Analytics
- Feature Colour contrast brought up to WCAG 2.2 AA.
- Feature Decided: one responsive web app for phones, not a separate native app.
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Security and control foundations Feature 1Security 2
- Security Two-factor sign-in with recovery codes.
- Security A tamper-evident audit log of changes and views.
- Feature SAML and OIDC single sign-on, more than one company and currency, approval workflows and ready-made access packs.
How we work with you
Updates like these, included.
Regular software updates, bug fixes and GST, TDS, PF, ESI and PT changes are included in your cloud plan or AMC. Ask for a change, an addition or a fix at any time.
Compliance items describe what the product does; they are not tax or legal advice. Check rates, limits and dates with your CA. Dates are when the change reached our demo system, before any client install.
Last updated Applies to MyRecords 3 Nov 2026 release
Next step
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A live demo on our sample company, with our team. Or ask us for a quote first.
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