7 Features you didn't know you were waiting for: Wafeq's Updates [August26 Edition]



A batch of expenses stuck in review. A schedule that quietly stays wrong after a credit note. An invoice that needs its numbers spelled out in Arabic before it can go out the door. These are the small frictions that don't make it onto anyone's list of “big problems”, they just cost a few minutes here, a double-check there, every single day.

August's product updates target exactly that kind of friction. Seven changes landed across expenses, invoicing, reporting, and reconciliation, and here's what's coming up:

• Bulk Expense Posting: draft, review, and post many expenses at once
• Smarter Invoice Templates: automatic currency formatting and amount-in-words
• Balance Sheet by Project & Branch: see exactly where your balances sit
• Debit/Credit Note Schedule Sync: notes that update your amortization and revenue schedules automatically
• Bulk Account Reclassification: fix miscoded entries in one previewed action
• Custom Bill & Invoice Exports: choose your format, columns, and row count
• One-Click Arabic Translation: line items translated instantly

Watch the video for a quick look, or walk right below to see how each feature works for you.

1. Bulk Expense Posting: Review Once, Post Many

Expenses in Wafeq now behave the same way Bills, Invoices, and Manual Journals already do: every expense sits in draft until someone deliberately posts it. Nothing touches your books by accident, and nothing is final until you say it is.

The part that will save you the most time, though, is what happens after that review:

• Instead of opening expense after expense and posting them one at a time, you can select an entire batch and post all of them in a single action
• If you're clearing a week's worth of team expense claims, reconciling receipts at month-end, or catching up after time away from your desk, this turns a repetitive, click-heavy chore into one decisive step
• Because expenses stay in draft by default, someone can review a batch for accuracy — correct amounts, right accounts, complete fields — before it ever reaches the ledger



2. Smarter Invoice Templates: Automatic Formatting That reads clearly every time

Two additions have landed in the basic template editor, and both solve a problem that used to require manual workarounds:

1. Currency display formatting — applies automatically across your invoice templates, so figures display consistently without anyone adjusting decimal points or currency symbols by hand
2. Amount-in-words — spells out the total sum in full, available directly in the basic editor, and insertable as a field anywhere on the layout in the advanced editor



For businesses issuing invoices across Saudi Arabia and the UAE, this isn't a cosmetic nicety. Amount-in-words is often expected on formal invoicing documents, and getting the Arabic numeral spelling exactly right is genuinely intricate. The grammar shifts depending on gender, count, and the number itself.

Now it's generated correctly by default every time an invoice goes out, which means one less thing to double-check before a document reaches a customer.

3. Balance Sheet Breakdown by Project and Branch

Your Balance Sheet can now be viewed broken down by project and branch, right inside Wafeq's reporting suite.

If your business operates across multiple branches, or tracks financial performance at the project level — construction, consulting, or any business managing distinct cost centers — you've likely built this view manually before, exporting data and reassembling it in a spreadsheet. That extra step disappears.



• The breakdown is available directly in the report, no manual reconciliation afterward
• It pairs naturally with the Profit and Loss by Branch and Profit and Loss by Project reports many teams already use
• Where P&L by branch or project tells you how each part of the business is performing, this view tells you what each part actually owns and owes. A distinction that matters when deciding where to reinvest or which branch needs working capital.

4. Debit and Credit Notes That Actually Update Your Schedules

This one solves a gap that's been quietly causing extra manual work for a while. Previously, applying a debit note to an amortized bill only adjusted the balance — the amortization schedule underneath kept expensing the original full amount, untouched. Anyone relying on that schedule for accurate period-by-period reporting had to correct it separately.

Here's what changes now:

• A debit note line can be linked directly to the bill line it corrects: the prepaid balance is reduced, and whatever remains is automatically re-spread across the periods still ahead
• The same logic runs on the sales side: link a credit note line to an invoice line, and it reduces deferred revenue while re-spreading the recognition schedule for what's left
• You choose exactly which schedule each line affects and by how much; journals post automatically from there
• The bill or invoice's detail page now shows the reduction directly in the schedule timeline, so you can see the adjustment without digging through separate reports
• You can also create a credit or debit note straight from the payments section of an invoice or bill; either as a standalone note, or one that also adjusts the schedule behind it.



5. Bulk Account Reclassification: Fix Miscoded Entries Without the Manual Digging

Anyone who's had to move a batch of entries from the wrong account to the right one knows how tedious the old way was, opening each source document individually, editing the account, and repeating that for every single line. Bulk Account Reclassification replaces that entirely:

• Choose a source account, select the entries that belong elsewhere, and pick the target account
• Preview exactly what's about to change before confirming anything — including a clear explanation of any lines that will be skipped and why
• Each batch runs in the background and is kept as a permanent record, giving you a full audit trail of what moved and when



🔐 A few guardrails keep this safe by design:

• Each batch works on one source account and one target account at a time, so nothing gets tangled across multiple reclassifications at once
• System-generated lines: VAT, AR/AP, COGS, FX, and similar automated postings, along with entries in locked periods are automatically excluded, with an on-screen note explaining why
• The feature is admin-only, keeping this kind of bulk change in the hands of the people accountable for the chart of accounts

This is especially valuable for accounting firms managing multiple client books, or any finance team doing a year-end or quarter-end cleanup, where dozens or hundreds of entries might need to move at once. What used to be a multi-hour task shrinks down to a few clicks with a full preview before anything is final, and because every batch is preserved as a record, it's just as easy to explain to an auditor what moved and why, months after this fact.

6. Custom Exports for Bills and Invoices

Exporting data used to mean taking what Wafeq gave you and cleaning it up afterward. Now you shape the export before it ever downloads:

• Choose your row format: one row per bill or invoice for a clean summary view, or one row per line item when you need full detail (previously, every export repeated the bill or invoice across a row for each line item regardless of what you actually needed)
• Choose your columns: pull only the data relevant to the report you're building, instead of trimming a spreadsheet down after the fact
• See your row count before exporting: based on whatever filters are already applied, so there's no guessing whether you're about to open a ten-row file or a ten-thousand-row one



For teams who regularly hand off data to auditors, build custom reports outside Wafeq, or just want export files that don't need reshaping before they're usable, this puts that control directly in your hands. It's a quiet feature, but it's the kind that saves five or ten minutes every single time you export — and those minutes add up fast when reporting is a weekly or monthly habit.

7. One-Click Arabic Translation for Line-Item Descriptions

This feature answers a request that's come up often, and for a very practical reason: invoice content is generally expected to be in Arabic for compliance purposes in the region, and manually translating every line-item description was a real point of friction for teams working primarily in English.

• Type a line-item description in English, and Wafeq detects the language automatically.
• An AI-powered translate button appears, one click, and the description is translated into Arabic.
• No switching tools, no copying text elsewhere, no manual rewriting.

Because the translate button only appears when needed, Wafeq checks the language first. it stays out of the way entirely for descriptions already in Arabic, rather than adding an extra button to every field regardless of whether it's useful.



Bringing It All Together

Looking at these seven updates side by side, a pattern emerges:

None of these changes ask you to learn a new workflow from scratch. They fit into the screens and processes you already use in Wafeq; they just take fewer clicks, catch more automatically, and give you a clearer view of what's happening across your books.

That's a deliberate choice on our end: the goal isn't to add complexity in the name of new features; it's to remove the small frictions that build up over a busy month and quietly cost you time you didn't budget for.