النسخة 5.2.0 صدرت بتاريخ 30-08-2026

Greater control, clearer visibility, and stronger security for your business

We are pleased to introduce Dafater 5.2.0, a major release delivering a broad range of new capabilities and enhancements across security, reporting, sales and purchasing, inventory, accounting, printing, HR, manufacturing, assets, and loan management.

This release focuses on improving everyday operational efficiency, providing faster access to business information, increasing process accuracy, and giving financial, operational, and administrative teams greater flexibility and control.

Release Highlights

1. Two-Factor Authentication – Stronger Login Protection

Organizations can now strengthen account security through Two-Factor Authentication, adding an additional verification step beyond the user’s password.

Enhancements include:

• Two-Factor Authentication for user accounts.
• Verification through email or verification codes according to the configured method.
• Customizable verification-code message templates from System Settings.
• Validation of verification-code placeholders before a message template is accepted.
• More consistent application of User Type and permission changes to active user sessions.

Document-sharing controls have also been strengthened. A user cannot grant another user a permission level that they do not hold themselves, helping organizations maintain stronger access governance.

2. Clearer Status & Summary Cards Across Documents

Status and summary cards have been expanded across a wide range of system documents, allowing users to view key statuses, balances, and totals directly from the relevant screen without opening separate reports.

Purchasing

Indicators are available across areas including:

• Purchase Invoices: visibility into draft and submitted documents, outstanding amounts, and paid values.
• Suppliers: supplier balances and unused advance payments.
• Supplier Quotations: quick visibility into quotation statuses.
• Purchase Orders: visibility into receipt and billing progress.

Sales

Status cards have been expanded across documents including:

• Sales Invoices.
• Customers.
• Quotations.
• Opportunities.
• Sales Orders.
• Campaigns.
• Leads.
• Price Lists.

These cards provide faster visibility into submission, billing, delivery, outstanding balances, advance payments, and overall transaction progress.

Inventory

Additional indicators provide quick access to key information directly from the Item record.

Human Resources

Status cards have also been enhanced across employee and request documents, including:

• Employees.
• Leave Applications.
• Expense Claims.
• Within-Day Leave Requests.
• Visit Visa Requests.
• Maintenance Requests.
• Custody Assignments.
• Training Requests.
• Office Supply Requests.
• Business Trips.
• Travel Requests.
• Loan Applications.
• Remote Work Applications.

Users can more quickly identify statuses such as Draft, Approved, Rejected, and other relevant request states.

3. More Powerful Reports & More Efficient Exports

Background Export

Large reports can now be processed using Background Export.

When enabled:

• The export continues in the background without requiring the user to remain on the screen.
• The completed file is sent to the user’s email.
• Large report exports can be handled more efficiently.

Clearer Exported File Names

Exported reports now use the report name displayed to the user, helping users identify and organize downloaded files more easily.

Item-wise Sales Register

Payment Method filtering has been improved to ensure the report returns the relevant invoices more accurately without unnecessary duplicate entries.

Zero Values in Financial Reports

Users can choose to display zero-value lines where needed in:

• Balance Sheet.
• Profit and Loss Statement.

Production Planning Report

The source warehouse displayed for raw materials has been improved for more accurate production planning visibility.

Asset Depreciations and Balances

The Asset Name is now displayed alongside the asset code, making the report easier to review and analyze.

Sales Funnel Report

Sales Funnel indicators and related chart results have been improved for greater accuracy.

4. Printing – Greater Flexibility for Reports and Business Documents

Version 5.2.0 introduces several important printing improvements.

Multiple Print Formats for Reports

Users can now create custom Print Formats for reports directly from the system interface rather than relying on a single fixed format.

A Print Format can be configured for:

• A document.
• Or a report.

Users can then select the appropriate format when printing.

Print Formats Based on Report Filters

Specific Print Formats can be applied when report-filter conditions are met.

This allows the same report to use different layouts depending on the displayed data.

Show or Hide Applied Filters

Users can choose whether the filters applied to a report should appear in the printed output.

Improved Custom Report Printing

Custom report formats now handle selected columns and report data more consistently.

DRAFT Watermark for Unsubmitted Documents

When a submittable document is printed before submission, the final printed output now clearly displays a DRAFT watermark.

This helps:

• Distinguish approved documents from drafts.
• Reduce the risk of an unfinished document being treated as final.
• Strengthen document governance.

Print preview behavior has also been stabilized when switching between different Print Formats.

Payment Voucher Printing

Additional improvements have been made to Payment Voucher printing.

5. Sales – Greater Control Over Pricing, Quantities & the Sales Cycle

This release includes a broad set of enhancements across Sales workflows.

Customer Currency When Copying Quotations

When copying an existing Quotation, the new document now uses the customer’s default currency rather than automatically retaining the currency of the original Quotation.

More Accurate Pending Billing Quantities

Pending quantities when creating a Sales Invoice from a Sales Order are now calculated more accurately.

Automatic Tax ID

Selecting a Customer in a Sales Invoice now automatically populates the Tax ID from the customer’s information.

Default Price List Fallback

A new option allows sales documents to use an item’s price from the default Price List when the selected Price List does not contain a price for that item.

Sales Order Quantity Control

Sales Orders created against a Quotation now respect the quantities approved in that Quotation.

When multiple Sales Orders are created from the same Quotation, their total item quantities cannot exceed the quoted quantities.

Partially Billed Status

Delivery Notes now support a Partially Billed status when delivery has been completed but only part of the transaction has been invoiced.

This gives users faster visibility into billing progress.

Gross Profit Report

The Gross Profit report now reflects Sales Returns based on the return date within the selected reporting period, even when the original Sales Invoice belongs to an earlier period.

Updating Items After Submission

For supported submitted commercial documents, users can adjust quantities or add new items under defined controls without always needing to create an amendment.

Controls remain in place to protect data already linked to subsequent transactions.

Selling Price Validation

When selling-price validation is enabled, Sales Orders apply additional controls to prevent manufactured items from being sold below their valuation rate.

Clearer Warehouse Terminology

Selected warehouse field labels in Sales Orders have been aligned for greater consistency across related fields.

6. Purchasing – Clearer and More Flexible Workflows

Manufacturing Material Request Status

The status of manufacturing-related Material Requests has been improved.

When the related ordering process is completed, the status now reflects that the material has been Ordered, avoiding confusion with completed manufacturing.

Purchase Receipt Creation from Purchase Invoice

The availability of Purchase Receipt creation from a Purchase Invoice now better reflects whether stock has already been updated, helping avoid duplicate inventory impact.

Default Purchasing Terms & Conditions

Purchase Orders automatically populate the company’s default purchasing terms and conditions.

Due Date Handling

Due Date population has been improved in:

• Purchase Invoices.
• Point-of-Sale Invoices.

The date is determined according to the selected Payment Terms.

Dropship Shipping Address

Shipping addresses are retained when creating related Purchase Orders for dropship transactions.

Retaining Billing & Shipping Addresses

Purchase Receipts and Purchase Invoices created from a Purchase Order retain the billing and shipping addresses selected on that Purchase Order.

Supplier Invoice Date Flexibility

Purchase Invoices can be saved when the Supplier Invoice Date is later than the Posting Date, giving teams more flexibility when recording supplier documents.

7. Selecting Items When Creating Related Documents

The Get Items From workflow has been enhanced so users can select only the required items rather than automatically importing every line from the source document.

Supported workflows in this release include:

• Purchase Invoice from Purchase Order.
• Purchase Invoice from Purchase Receipt.
• Purchase Receipt from Purchase Invoice.
• Purchase Receipt from Purchase Order.
• Sales Invoice from Delivery Note.
• Sales Invoice from Quotation.
• Sales Order from Quotation.
• Delivery Note from Sales Order.

This provides greater flexibility when documents contain many items or when only part of an existing transaction needs to be processed.

8. Finance & Accounting

Debit / Credit Note Posting Date

During Payment Reconciliation, users can specify the posting date for Debit or Credit Notes instead of always using the current date.

Multi-Select Accounting Dimensions

Accounting Dimension filters now support selecting multiple values in key financial reports, including:

• Trial Balance.
• Accounts Payable.
• Accounts Payable Summary.
• Accounts Receivable.
• Accounts Receivable Summary.

Users can select multiple:

• Cost Centers.
• Projects.
• Branches.
• Or other enabled Accounting Dimensions.

Preserve Dimensions During Drill-Down

When drilling down from a financial report into detailed transactions, the selected Accounting Dimensions are retained, reducing the need to reapply report filters.

Journal Entries & Bank Transactions

The link between Journal Entries and Bank Transactions has been enhanced to provide more consistent handling of related financial records.

9. Inventory & Warehousing

Target Warehouse Retention

During stock transfers, the selected Target Warehouse is retained when no applicable put-away rule exists.

Improved Batch & Serial Number Reconciliation

Current quantities for batches and serial numbers are calculated more accurately during Stock Reconciliation, particularly when multiple transactions share the same posting date and time.

Purchase Receipt Status

Purchase Receipt status handling has been improved after full billing, including scenarios where Purchase Invoice rates differ from Purchase Receipt rates according to purchasing-cost settings.

Fully Returned Delivery Notes

When all items in a Delivery Note have been fully returned, users are prevented from creating a new Sales Invoice against those returned items.

Product Bundles

Quantity validation has been strengthened for Product Bundle components to ensure child-item quantities are valid before saving.

Negative Batch Stock

A new option allows negative stock for batches under defined settings and controls, particularly for backdated transactions.

Negative Batch Report

A new report helps users identify and review batch transactions where the balance has fallen below zero.

The report provides information such as:

• Item.
• Batch Number.
• Warehouse.
• Posting Date.
• Voucher Type and Number.
• Quantity after the transaction.
• The difference that resulted in the negative balance.

Cost Center on Stock Entry

Users can define a Cost Center once at Stock Entry level and have it automatically applied to item rows instead of entering it manually on each line.

10. Assets

Asset Submission Control

An Asset cannot be submitted while its linked Purchase Receipt or Purchase Invoice remains unsubmitted.

Depreciation During Disposal or Scrapping

Final depreciation calculations during Asset disposal or scrapping have been improved to respect the remaining value and the expected value after useful life.

Additional depreciation entries are avoided where the calculated amount is zero or negative.

Asset Purchase Date

When an Asset is created from a Purchase Invoice, its Purchase Date now follows the Posting Date used in the Purchase Invoice, providing better consistency with accounting entries.

11. Manufacturing

Scrap Warehouse Validation

When the selected Bill of Materials requires a Scrap Warehouse, the field becomes mandatory on the Work Order.

Material Requests & Sales Orders

Material Requests generated from Production Plans are linked more accurately to the correct Sales Order, improving traceability.

Raw Materials in Partial Production

Required raw-material quantities are calculated more accurately when production is completed in stages.

Automatic Scrap Warehouse

Work Orders created from Production Plans can automatically populate the Scrap Warehouse according to the configured settings.

Production Plan Actions

Production Plan actions have been improved so users are not shown an empty action menu when no valid actions are available for the current status.

Product Disassembly

Users can create a Disassemble Stock Entry directly from a Bill of Materials without requiring a linked Work Order.

The relevant components and quantities are populated according to the finished product.

Closing Work Orders

Closing a Work Order releases stock reservations and returns unmanufactured quantities to the related Sales Order, allowing new Work Orders to be created for the remaining quantities when needed.

12. Human Resources & Payroll

Leave Balance Report

The Leave Balance Report now reflects manually expired leave allocations from the selected expiry date, giving users a more accurate view of available leave.

More Accurate Leave Allocations

Leave allocation accuracy has been enhanced to better support balances containing partial-day values, ensuring allocated balances are reflected more accurately for employees.

Monthly Attendance Sheet

The attendance report now takes the employee’s joining date into account, preventing dates before employment from affecting the attendance summary.

Custom Attendance Periods

Users can review attendance for a custom Start and End Date covering a period of up to 90 days, rather than being limited to a full calendar month.

Cost Centers for Loan Repayments

When loan repayments are deducted through payroll, the Cost Center is determined according to the following priority:

1. Cost Center on the Loan.
2. Cost Center on the Salary Slip.
3. Company’s default Cost Center.

Salary Slips

Salary components with zero payment days are handled more accurately, preventing default component amounts from being included when they do not apply.

Automatic date handling within Salary Slips has also been improved.

Large Attendance Processing

Large batches of attendance records can be processed in the background, with a link available to track processing progress.

Job Opening Templates

Users can create Job Opening Templates containing standard vacancy information.

When a template is selected, details such as the following can be populated automatically:

• Designation.
• Employment Type.
• Location.
• Description.

Expense Claims

Cost Center and Project information is reflected more consistently in accounting entries created from Expense Claims and related payments.

Shift Attendance Report

The Shift Attendance Report can include Attendance records even where no check-in record exists, subject to the report configuration and the user’s access permissions.

Rejected Expense Claims

When an Expense Claim is rejected, the Create Payment action is no longer available, helping maintain proper approval and payment controls.

Salary Register & Loan Repayments

Loan repayments are now reflected within Total Deduction in the Salary Register, with improved related column labels and ordering.

13. Loan Management

Version 5.2.0 introduces new reports and enhancements for Loan Management.

Loan Outstanding Report

A new report displays the remaining balance of loans and supports filtering by information such as:

• Period.
• Company.
• Customer.
• Loan Status.

The report reflects the effect of repayments, write-offs, and closures.

Future Cashflow Report

A new report displays expected future cash flows after the selected date based on scheduled installments and upcoming dues.

Past Cashflow Report

This report displays actual historical cash flows within the selected period, supporting the review of completed repayments.

Loan Processing Enhancements

Loan calculations and processing have been improved across areas including:

• Write-offs.
• Due-detail retrieval.
• Posting Date handling during loan repayment creation.

14. Tax & Zakat, Tax and Customs Authority Integration

Item Tax Classification Before Integration

Users can now specify whether an Item is:

• Tax exempt.
• Zero rated.
• Not exempt.

This information can be maintained even before integration with the Zakat, Tax and Customs Authority is activated.

Users can also specify the reason for exemption or zero-rating, helping organizations prepare and classify item tax data more accurately.

Handling of the Tax Exemption and Exemption Reason fields has also been enhanced.

Additional Integration Enhancements

Version 5.2.0 introduces additional enhancements to provide greater control over the invoice lifecycle, including:

• The ability to prevent invoice submission before validation with the Authority according to the configured settings.
• Support for applying different tax treatment to the same Item based on customer classification, reducing the need to create duplicate Items for the same product.
• Greater flexibility in preparing tax data for different customer scenarios.

15. Receipt & Disbursement Vouchers

Payment-document terminology has been updated for greater accounting clarity.

The previous payment-voucher terminology in Sales and Purchasing has been updated to distinguish more clearly between:

Receipt and Disbursement Vouchers.

Related payment-type terminology has also been updated to better reflect receipt transactions.

16. Property Management

Governance around tenant unit delivery and receiving processes has been strengthened.

Tenant Unit Delivery Form

Tenant Unit Delivery Forms can now be submitted, preventing unrestricted modification after submission.

Tenant Unit Receiving Form

Tenant Unit Receiving Forms can also be submitted.

When receiving forms are used within Contracts, only submitted and approved records are included.

This helps:

• Strengthen the unit delivery and receiving workflow.
• Reduce changes after approval.
• Improve the reliability of documents linked to Contracts.

17. Tender Management – New Module

Version 5.2.0 introduces a new Tender Management module available as an additional subscription.

The module provides a dedicated area for managing Tender-related operations within Dafater.

This addition enables organizations to extend their Dafater environment to include Tender Management within a more unified business platform.

18. Fahim – Governance & Service Consistency Enhancements

Version 5.2.0 includes improvements to the management of Fahim to provide a more consistent support experience across Dafater products.

Enhancements include:

• More consistent rules governing Fahim’s assistance scope.
• Improved management of Fahim’s support instructions.
• Stronger focus on questions related to using the Dafater system.
• Improved handling of scenarios requiring escalation to a support ticket.
• Enhanced internal analysis and monitoring capabilities to support ongoing improvements to Fahim’s assistance experience.

19. General User Experience & Data Quality Improvements

The release includes several additional enhancements designed to make everyday system use smoother and more accurate.

Tree-Based Records

When users add new child records in structures such as:

• Cost Centers.
• Chart of Accounts.
• Companies.
• Other tree-based records.

The newly created record appears immediately after saving without requiring a full page refresh.

Date Formatting in Exported Files

Date and date-time values in exports now follow the date format configured in System Settings, providing greater consistency between the interface and exported files.

Phone Number Validation

Phone fields in Address records now apply stronger validation to prevent unsupported letters or invalid characters.

IBAN Formatting & Validation

IBAN values are displayed in four-character groups for easier reading while being stored without spaces.

Users can enter the IBAN:

• With spaces.
• Or without spaces.

Validation has also been enhanced for supported IBAN formats.

Private File Downloads

Browser handling of private-file downloads has been improved so file types are recognized correctly when users open or save them.

Bank Account Creation

Users can create a linked Bank Account directly from:

• Customer.
• Supplier.
• Employee.

Relevant party information is automatically populated when creating the account.

Quantity Retention When Changing an Item

When an Item is changed within a document row, the quantity entered by the user is retained instead of being automatically reset.

Numeric Field Controls

Additional settings are available for supported numeric fields, allowing administrators to control:

• Total field length.
• Decimal precision.

This applies to appropriate numeric fields such as currency, percentage, and decimal values.

Localized Percentage Formatting

Percentage values now follow the local number and decimal-separator format configured in System Settings.

Duration Display

Duration display settings have been improved, including more consistent handling of hidden seconds and rounding them into minutes where applicable.

20. Auto Repeat

Date validation has been strengthened when creating Auto Repeat schedules.

• A Start Date entered in the past is automatically adjusted to today’s date.
• The End Date cannot be the same as the Start Date or today’s date.

This helps maintain more consistent recurring schedules.

Additional Stability & Accuracy Enhancements

Alongside the capabilities above, Version 5.2.0 includes additional improvements to:

• Sales Funnel reporting accuracy.
• Automatic date handling in Salary Slips.
• Payment Voucher printing.
• Leave allocation accuracy.
• Sales, Inventory, Asset, and Loan-related calculations and reports.
• Data entry and validation.
• Print preview and document-printing consistency.

We continue to evolve Dafater to provide a more secure, flexible, and efficient experience—helping teams work faster, access information more easily, maintain greater control over daily operations, and make better-informed decisions.