Wrestling with messy client emails, manual compliance tracking, and fragmented financial reports wastes valuable hours every month. To fix this, Wafeq’s latest updates introduce:

• Smart Sending & Contact Workflows
• Automated VAT Threshold Monitoring (GCC)
• Automated Foreign Currency Revaluation
• Wafeq Academy Self-Registration
• Deeper Interface & Financial Insights
• Live Preview on Edit Pages
• Redesigned Reports Dashboard

1. Advanced Contact Management & Smarter Attachment Controls

Why Contact Management Matters More Than You Think

Here's a scenario that's almost too common: you finish drafting an invoice, go to send it, and then spend the next three minutes scrolling through a contact record trying to remember which email address belongs to the finance team, whether the GM needs to be copied, and whether the WhatsApp number saved is the right one for billing queries.

Multiply that by twenty invoices a week, and you've lost over an hour — every week — to something that should be automatic.

Beyond time, there's the professional cost. Sending an invoice to the wrong person or forgetting to copy a key stakeholder who expects to be in the loop creates friction in your client relationships. It slows down approvals. It delays payments. It makes your operation look disorganized, even if it isn't.

The New "People" Tab — Your Contact Intelligence Hub

Every contact in Wafeq now has a dedicated People tab for managing the individuals associated with that organization. This is more than just a contact book — it's a smart communication layer built directly into your invoicing workflow. Here's what you can do with it:

• Designate a Primary contact One person per organization is set as "Primary." Their email address automatically populates the "To" field whenever you create an invoice for that contact. Their phone number pre-fills when sending via WhatsApp. You set it once; Wafeq remembers it every time.
• Set default CC recipients Does the finance director always need to be looped in? Is there a procurement officer who flags if they're missed? Mark them as CC Contact once, and they'll be included automatically on every document sent to that organization — no manual additions required.
• WhatsApp-native workflow For businesses that rely on WhatsApp for client communication (which, in the MENA region, is most of them), the primary number pre-fills automatically. Alternatively, you can skip the number field and let WhatsApp Web or the app handle contact selection — ideal for teams that switch between devices or prefer to manage WhatsApp contacts separately.



This is the kind of feature that doesn't feel dramatic until you use it. Then you wonder how you ever managed without it.

A Cleaner Layout and the Power of Bulk Updates

While managing individual contact details is now much smarter, we also looked at the bigger picture: how you interact with your entire contact list. Managing large databases should never feel tedious. To streamline this, we have completely overhauled the Contacts page with a uniform list view and introduced a powerful bulk management framework.



• Detail View by Default: We have removed the old toggle between sheet and list views. Now, the interface defaults to a clean, non-editable list. Clicking any contact instantly opens their dedicated detail page, eliminating accidental inline edits while you are simply browsing your data.
• The New Bulk Edit Experience: Need to make wide-scale changes across multiple records at once? Click the new Bulk Edit button to enter a dedicated grid mode. As you update fields, your changes are safely highlighted as "pending." With full undo and redo capabilities built right into the view, you can tweak your data with absolute peace of mind before hitting save.
• Instant Bulk Add: Scaling your database just got faster. If you are onboarding multiple new clients or suppliers, you don't have to create them one by one. You can use the same grid experience to Bulk Add rows of new contacts simultaneously, cutting down data-entry time to seconds.

Attachment Control — Send Only What's Meant to Be Sent

The old behavior was well-intentioned but flawed: every file attached to a record was automatically bundled into every outgoing email. In practice, this meant internal notes, working drafts, or scanned documents attached for your own reference would end up in your client's inbox without you realizing it.

The new attachment flow puts you firmly in control:

• Default behavior: Only the system-generated PDF — the clean, professional invoice or document — is included by default. No surprises.
• Manual additions: If a specific send requires supporting documents, contracts, or statements, you can manually add up to 10 additional attachments for that particular email.
• Remove anything: Even the default PDF can be removed if needed. Full control, every time.

2. Automated VAT Threshold Monitoring (GCC)

Wafeq’s Automated VAT Threshold Monitoring is an intelligent, built-in compliance guardrail designed for businesses operating in VAT jurisdictions (such as Saudi Arabia and the UAE) that have not yet registered for a Tax Registration Number (TRN).



Instead of forcing business owners and finance teams to manually track and calculate their rolling sales to determine tax obligations, Wafeq runs automated assessments in the background. It acts as an early warning system, accurately calculating your moving legal revenue milestones and alerting administrators exactly when the business qualifies for voluntary registration or hits the mandatory legal requirement to register for VAT.

How Wafeq’s Automated VAT Threshold Monitoring Works

Compliance management shouldn't rely on guesswork. To help businesses transition smoothly into the VAT ecosystem without missing critical legal deadlines, we’ve built an intelligent background engine that automatically tracks tax liabilities for organizations operating in VAT jurisdictions (such as the UAE and KSA) that haven’t yet entered a Tax Registration Number (TRN).

Here is exactly how the system monitors your revenue data:

• The Weekly Trailing 12-Month Recalculation: Once a week, Wafeq automatically recalculates your organization’s trailing 12-month revenue. This is a rolling 12-month window ending precisely on the day the check runs (for example, a run on June 30, 2026, analyzes the period from July 1, 2025, through June 30, 2026, based on the journal date).
• Exact Revenue Measurement Rules: To ensure absolute accuracy, revenue is measured exclusively from finalized, posted accounting activity. The engine calculates the sum of:

1. All supply lines on issued sales documents (including standard invoices, simplified invoices, and credit notes), strictly excluding accounts receivable, tax, and retention lines. 2. Any revenue-classified line items originating from manual journals and opening balances.

Supported Countries in Wafeq

This feature is fully active and runs automatically for organizations registered in Saudi Arabia, the United Arab Emirates, Oman, and Bahrain.

3. Automated Foreign Currency Revaluation: True Balance Sheet Accuracy

Operating across international borders brings incredible growth opportunities, but it also introduces a hidden operational tax: managing fluctuating exchange rates. Previously, keeping your foreign currency balances accurate required manual calculations and end-of-month adjustment entries. If you forgot, your books didn't reflect reality.

We’ve automated this entire cycle. Wafeq now automatically revalues your foreign currency bank accounts, accounts receivable (AR), accounts payable (AP), and payroll payable.

• Zero-Ledger Friction: Instead of cluttering your books with manual monthly journal entries, Wafeq calculates these adjustments on the fly at report time. The adjustments are automatically applied to your Balance Sheet, P&L, and Trial Balance.
• Unrealized Gains & Losses Ticker: Fluctuations are captured instantly as an operating line item in your P&L, giving you an exact, real-time look at how currency shifts impact your net margin.



• The Foreign Currency Revaluation Report: This new informational hub aggregates your open positions, showing your total accumulated unrealized gains and losses so you can evaluate your business's total foreign exchange risk exposure at a glance.



• Visual Audit Tooltips: When viewing financial statements, you’ll spot a new "FX" icon next to revalued accounts. Hovering over it reveals a smart tooltip breakdown displaying the historical rate, the closing market rate, and the exact delta adjusted on the books.

Coupled with this update, we have introduced native, precise support for non-2-decimal currencies across the region, including OMR, BHD, and KWD, ensuring hyper-localized arithmetic for Gulf enterprises.



4. Level Up Your Skills with Direct Access to Wafeq Academy

The Hidden Cost of Underusing Your Software

Research consistently shows that most software users tap into only a fraction of the capabilities of the tools they pay for. This is especially true for accounting platforms, where powerful features go undiscovered — not because users don't care, but because the learning curve was never made easy enough to climb.

Every feature you're not using is value you're leaving on the table. That's the problem Wafeq Academy was built to solve.

What is Wafeq Academy?

Wafeq Academy is a structured, self-paced learning environment embedded directly into your Wafeq account. It's not a collection of help articles or a static FAQ page — it's a real curriculum with organized courses, tracked progress, and role-specific learning paths designed to take you from onboarding to mastery.

And now, accessing it is completely frictionless.

How to Access It

My Account → Wafeq Academy

That's the full journey. No invitation email to wait for. No separate registration form. No account creation on a third-party platform. The moment you click that button, your profile is auto-created, and your courses are assigned — ready to go.



Learning Paths Designed Around You

Wafeq Academy recognizes that a freelancer managing their own books has very different learning needs from an accounting firm professional managing 50 clients. So we've built distinct tracks:

• Accounting Firm Users are automatically enrolled in "Wafeq Essential + Power User" — a comprehensive track that covers not just the fundamentals, but the advanced workflows, client management features, and power-user capabilities that professional accountants need. Entire firms are grouped under their Partner name, so practice managers can track team-wide progress, completion rates, and engagement points in one view.
• All Other Users (business owners, finance managers, freelancers, operations teams) are enrolled in "Wafeq Essential" — a focused, practical curriculum that covers everything needed to run your books confidently, understand your reports, and use Wafeq's core features without needing to ask for help every step of the way.

Courses are automatically assigned in your account language — Arabic or English — so the content feels native, not translated.

Whether you're onboarding a new team member and want to get them up to speed fast, or you're a long-time Wafeq user who wants to finally unlock features you've been ignoring, Wafeq Academy is the fastest path forward.

Offset Accounts, Stylish Sorting & Freelancer Onboarding

5. Offset Accounts in the GL Report — Full Visibility, Faster

The General Ledger report is one of the most important — and most scrutinized — documents in any set of accounts. But one of its traditional limitations is that it shows you one side of a journal entry at a time. If you want to understand the full context of a specific line item — what it was offset against, and how the full transaction was structured — you've historically had to cross-reference entries manually.

Not anymore. The new Offset Accounts feature adds a new layer of context to the GL report by displaying the accounts on the other side of each journal entry, directly alongside the line item. For auditors, accountants reviewing client books, or business owners trying to understand their own numbers, this is a significant time-saver. You get the full picture of every transaction at a glance — no hunting, no cross-referencing, no second screen needed.



6. A Completely Redesigned Reports Dashboard with Pinned Reports for Faster Insights

To continue our commitment to providing the best financial review experience, we have completely redesigned the reporting interface in Wafeq. This upgrade introduces a polished, modern look along with optimized table layouts and advanced filtering.

We have also launched Pinned Reports, allowing you to pin your most frequently used financial statements to the top of your dashboard for instant, one-click access. This makes it easier than ever for accountants and finance managers to read data, extract year-end reports, and analyze business performance with absolute speed and seamless efficiency.



7. Elevated Sorting Experience — Your Data, Your Way

Data is only useful when it's organized in a way that helps you make decisions. What's useful for one accountant might be useless for another — some want to see data by client, others by date range, others by transaction value.

We've completely overhauled the sorting experience across Wafeq to give you the flexibility you need:

• Multi-column sorting: Apply sort criteria across multiple fields at once. Sort by client name, then by issue date, then by outstanding amount — all simultaneously.
• Sort reordering: Change the priority of your sort conditions on the fly. Drag, reorder, and get exactly the view you need in seconds.

8. Seamless Freelancer Self-Onboarding — No Sales Call Required

Freelancers are one of the fastest-growing segments of the MENA workforce — and one of the most underserved when it comes to accounting tools. Most platforms either ignore them entirely or bury them in enterprise-focused flows that don't match how they actually work.

With this release, freelancers can self-identify and onboard directly into Wafeq without any involvement from our sales team. The flow is built specifically for how freelancers work: fast, independent, and without the overhead of a sales conversation.

9. Polished Interface: Redesigned Notification Toasts

Software shouldn't just be functional—it should feel responsive and clean. We’ve given our system notification alerts ("toasts") a complete visual and behavioral facelift to improve your workspace focus:

If you're a freelancer or work with freelancers who need to get their finances in order, point them toward Wafeq. The path from zero to organized books has never been shorter.

• Contextual Clarity: Notifications now use four distinct themes tailored to the message type—Success, Info, Warning, and Error—so you immediately grasp the system’s feedback at a glance.
• Smart Stacking: If multiple background actions finish at once, alerts will stack neatly on top of each other rather than overlapping or covering your workspace clutter.
• Fluid Motion: Instead of flashing into existence and abruptly breaking your focus, notifications now utilize a smooth auto-dismiss fade animation, seamlessly blending into the background when their job is done.

10. Live Preview on Edit Pages - See your invoices and edits in real-time as you draft them

You no longer need to save a document or invoice just to preview its final layout and verify data formatting. We have launched a Live Preview feature directly inside your edit screens. As you type line items or adjust prices, a live visual preview will update simultaneously, allowing you to see exactly how your document looks before hitting save.



Read Also: Amortization feature on bills in Wafeq: Smarter Prepaid Expenses.

Ready to Explore? Your Dashboard Is Waiting.

Every single feature in this release came from listening to accountants telling us where their workflows broke down, to business owners frustrated by manual processes, to freelancers who felt like the tools weren't made for them. This update is our answer to all of that.