History
 

E R P

     
 

Mar 16, 2007

  1. Version 2.6.27
  2. added %00 check for login to trigger an error

Mar 8, 2007

  1. Version 2.6.26
  2. added check password check in admin.pl when called with wget or similar commandline utilities

Mar 5, 2007

  1. Version 2.6.25
  2. removed error and info function customization option

Feb 20, 2007

  1. Version 2.6.24
  2. fixed bug in parts requirements report
  3. added rounding for multiple taxes on orders
  4. updated French translation
  5. removed detailed tax report option. The tax report was not designed for reporting taxes to the tax authorities but some people used it anyways.
  6. added missing curly brace in purchase order tex template.

Jan 18, 2007

  1. Version 2.6.23
  2. fixed formatting error for "ship" field when European number format is in use

Dec 5, 2006

  1. Version 2.6.22
  2. fixed employee edit bug; when a user edited his own information (HR -> Reports -> edit employee) the password was encrypted again.

Nov 27, 2006

  1. Version 2.6.21
  2. whitelist script variable in login.pl

Nov 22, 2006

  1. Version 2.6.20
  2. increased timeout value to 1 year if no value is entered; this should work with any browser
  3. removed requirement to reenter the password in the preference screen
  4. fixed formatting error for timecards when the number format is set to a European format

Sep 14, 2006

  1. Version 2.6.19
  2. fixed path traversal bug in terminal variable
  3. fixed New Window tab session timeout
  4. removed formatting for invoice amount without decimals variable

Sep 9, 2006

  1. Version 2.6.18
  2. fixed sessionid bug

Aug 25, 2006

  1. Version 2.6.17
  2. fixed problem with temporary id assignment when adding customers, vendors and employees

Aug 16, 2006

  1. Version 2.6.16
  2. added source field on drill-down list
  3. changed random number generator to avoid overwriting existing partnumber
  4. added hidden sales flag to employee screen
  5. fixed menu to exclude phantom lines

July 3, 2006

  1. Version 2.6.15
  2. fixed tax calculation for recurring transactions when rate changes
  3. fixed query error for non-taxable report

June 27, 2006

  1. Version 2.6.14
  2. revised backup to conform to newer postgres version requirements
  3. added division by zero error check for systems without a currency

June 21, 2006

  1. Version 2.6.13
  2. added missing lastcost and assembly variable on assembly screen
  3. revised pricelist to add multiple items
  4. fixed UCOA contra switch
  5. added code for tax rate changes

May 25, 2006

  1. Version 2.6.12
  2. sort forms by runningnumber, partnumber, description and bin
  3. fixed time card sorting for non-american dates
  4. exact string search when string is enclosed in quotes
  5. add multiple tax rates
  6. change discount on POS screen
  7. keep entered quantity on forms when selecting items
  8. added integer_amount variable to print amount without decimals
  9. fixed quotes for payment memo on vendor invoice
  10. fixed language setting for customers/vendors
  11. added multiple latex run dedection for Lastpage package

May 18, 2006

  1. Version 2.6.11
  2. fixed ARRAY reference for required by date for PO's

May 11, 2006

  1. Version 2.6.10
  2. fixed inventory for split shipments
  3. revised posting routine
  4. added two COA's for Sweden

Apr 15, 2006

  1. Version 2.6.9
  2. added code for multiple latex runs to automatically process forms with \longtable
  3. changed pagebreak code to exclude itemnotes if they are not printed
  4. fixed GIFI report
  5. fixed reporting date for time card report

Mar 27, 2006

  1. Version 2.6.8
  2. fixed invoice batch printing
  3. included department for beginning balance calculation
  4. modified pagebreak code to count only characters for the description and itemnotes
  5. updated Estonian translation and templates
  6. added Swiss German translation
  7. added price matrix for time cards
  8. added last cost and list price to labor items
  9. revised parts requirements report to split assemblies into their components

Mar 10, 2006

  1. Version 2.6.7
  2. summary/detail option for parts reports
  3. added itemnotes to character count for page breaks
  4. fixed underscore for emails
  5. fixed tax included calculation for orders
  6. updated Spanish translation
  7. updated French (Belgium) translation
  8. added UCOA for non-profits (Form 990 & 990EZ)
  9. add more combinations for account settings
  10. updated Estonian translation and templates
  11. added workaround for Apache 2.3

Jan 19, 2006

  1. Version 2.6.6
  2. fixed lost customer/vendor filter when sorting transaction report
  3. fixed netamount/amount calculation for non-taxable customers/vendors
  4. included shipped items in parts requirements calculation

Jan 7, 2006

  1. Version 2.6.5
  2. added WITH OIDS to some tables (PostgreSQL 8.0+ changed the default from using OIDS to not use them)
  3. fixed notes printing for lineitems
  4. fixed path for logo in Default templates
  5. updated Brazilian Portuguese translation and templates

Jan 3, 2006

  1. Version 2.6.4
  2. template 'if' and 'if not' testing within foreach loop. This makes it possible to show a column based on a test, i.e 'T' for taxable
  3. new loop variables <%foreach part%> and <%foreach service%> to display parts and services in different sections
  4. additional line to add notes to lineitems; notes from time cards are now put into the notes field for the lineitem when an order is generated
  5. combine multiple sales and purchase orders into one order
  6. parts requirements report to show historical values and suggest quantity to order
  7. display each individual tax per line item; taxes are still calculated on the total of all parts
  8. Summary/detail report option for AR and AP Transaction reports. This report shows every line, account number, debit/credit and project for invoices and transactions
  9. fixed rounding error for negative amount invoices (returns)

Nov 16, 2005

  1. Version 2.6.3
  2. new date variables for the upcoming Canadian cheque format
  3. enabled batch printing
  4. more options for time card reports; time in/out, open, closed, subtotals
  5. sort recurring transactions by dates
  6. receipt/check printing bug fix

Oct 27, 2005

  1. Version 2.6.2
  2. aging overdue report (aging report based on due date)
  3. option to include 0/30/60/90 columns on statements
  4. list tax accounts on customer/vendor report
  5. fixed divide by zero error in avgcost function
  6. updated Dutch translation
  7. new set of Russian templates and updated translation

Oct 9, 2005

  1. Version 2.6.1
  2. BOM report to list components for one assembly
  3. open/closed option for time card report
  4. POS button on customer screen

Oct 1, 2005

  1. Version 2.6.0
  2. multiple selection list to add more than one item on invoices, orders, quotations and when building assemblies
  3. recurring transactions. Schedule any AR,AP,GL transaction, and orders. Save/post, print and email recurring transactions
  4. any account can be set as contra account
  5. Time cards and weekly time sheet reports
  6. generate sales order from time spent on projects
  7. quantity and notes popup for line items
  8. generate purchase orders from sales orders
  9. transfer any item to a warehouse
  10. shortcut links from drill down report back to trial balance
  11. running numbers for all reports
  12. inactive/active customer/vendor list
  13. customer PO number for easier tracking
  14. multiple payments entry screen
  15. projects linked to customer
  16. previously cleared transactions remain cleared
  17. automatic javascript detection
  18. keyboard shortcut keys for easier navigation without a mouse
  19. character set detection based on translation
  20. automatic last cost, average cost update
  21. include departments on reports
  22. show account links for items
  23. customized printer strings to send forms to other programs i.e a fax
  24. multiple template directories. Integrated template editor for multiple language templates. May be used to set up forms for individual groups not just a foreign language
  25. GL reference number assignment from pattern
  26. modified GL Journal entry screen to allow transactions with hundreds of accounts. Speeds up data display
  27. split lines on AR/AP transaction into multiples lines. memo line and project for each line
  28. revised tax calculation to separate withholding taxes from charge taxes. It is now possible to show +/- taxes separately.
  29. new storage scheme to avoid rounding errors for foreign transactions where the exchange rate factor is very high (i.e YEN)
  30. multiple payment lines for POS

Sep 2, 2005

  1. Version 2.4.16
  2. included BOM formatting for assembly items
  3. removed extra <select> for partsgroup selection
  4. dereferenced archive to make it easier to install under SuExec and Windows

Aug 12, 2005

  1. Version 2.4.15
  2. split statement by currency so statements can be run for each currency
  3. fixed missing department for aging report
  4. added chart of accounts for UK
  5. fixed French number to text conversion
  6. added customer's taxnumber and currency for statement

July 17, 2005

  1. Version 2.4.14
  2. added keyboard access keys for POS
  3. added focus to partnumber field on next line; can be used with or without Javascript.
  4. set focus to linenumber by using Alt key combination 1-9 (works for linenumbers 1-9; will work for keys higher than 9 if the browser supports it, if not, focus will default to the highest number starting with the digit)
  5. fixed shipto address to recall saved address for an order.
  6. changed links on transaction lists for customer/vendors to call up customer/vendor

July 8, 2005

  1. Version 2.4.13
  2. Print and Post button for POS
  3. fixed assembly restocking function to include assemblies which consist of all sub-assemblies
  4. tax included switch was not retained
  5. revised French Number to Text formatting
  6. updated Swedish translation
  7. added AR/AP account number reference to chart of account listing so it is easier to check where postings were made to.
  8. added charset endcoding for email headers
  9. included lineitems for partial shipments
  10. update Traditional Chinese translation

May 21, 2005

  1. Version 2.4.12
  2. fixed SQL statement for cash basis income statement
  3. updated Russian translation

Mar 30, 2005

  1. Version 2.4.11
  2. added better error checking when using UTF-8 character set.
  3. fixed disappearing buttons for POS when running on Windows
  4. added formatting to groups so " can be used
  5. updated translation for Bahasa Indonesia
  6. added French Canadian General Chart of Accounts

Mar 10, 2005

  1. Version 2.4.10
  2. fixed project transaction report to include inventory movement
  3. removed ROP check from assembly restocking function
  4. added UTF-8 option to bypass tex formatting

Feb 17, 2005

  1. Version 2.4.9
  2. added price matrix rounding to format to two decimal places instead of to the decimal places of the base price if base price has less than two decimal places
  3. updated translations for German and Spanish
  4. fixed reconciliation summary to allow same source number and same date for multiple accounts.

Jan 28, 2005

  1. Version 2.4.8
  2. fixed <%mm%> variable replacement
  3. AR/AP transaction printouts showed tax on top for tax included transactions
  4. updated Dutch translation

Dec 22, 2004

  1. Version 2.4.7
  2. added string formatting for transaction printing
  3. fixed GL Report GIFI sorting error
  4. fixed multicompany login routine
  5. updated Finnish translation
  6. added tax included calculation to POS

Dec 4, 2004

  1. Version 2.4.6
  2. updated translations for Norwegian Bokmål, Spanish (Venezuela), German and French
  3. added "New Window" link to menu
  4. fixed timeout value in admin.pl to preserve individual user settings
  5. fixed period selection for all reports

Nov 23, 2004

  1. Version 2.4.5
  2. fixed password bug in admin.pl
  3. fixed tax included calculation for POS

Nov 11, 2004

  1. Version 2.4.4
  2. added session control and cookie based authentication
  3. added Ship via search; used for freight bill numbers, etc.
  4. fixed one-off rounding error for foreign currency invoices
  5. fixed project reports to include amounts from vendor invoices linked to a project
  6. updated French, Lithuanian, Dutch, Spanish translations

Sep 21, 2004

  1. Version 2.4.3
  2. default numbers for customers, vendors, parts, employees
  3. startdate and enddate to deactivate customer/vendors
  4. additional search fields on customer/vendor screen to compile lists by address, city, state, zipcode, country.
  5. print AR/AP transactions
  6. print check/receipt directly from transaction screen

Aug 21, 2004

  1. Version 2.4.2
  2. added pricelist to enter prices from customer and vendor screens
  3. revised reconciliation screen to either reconcile on summary or detail
  4. fixed formatting error in check printing module
  5. added zero amount AR and AP transactions
  6. fixed summary tax report

Aug 2, 2004

  1. Version 2.4.1
  2. new date selection menu for reports to choose a period
  3. revised price check to keep price if a price matrix does not exist
  4. added order number and notes to statement
  5. fixed formatting error for credit limit
  6. updated Norwegian translation
  7. added packing list and pick list to invoice
  8. added summary and detail option and description to tax reports

July 7, 2004

  1. Version 2.4.0
  2. Multi-warehousing; keep stock in multiple warehouses. Merchandise received and shipped module to process orders. Shipping / receiving from any warehouse direct to customer. Transfer stock between warehouses.
  3. On hand quantity is now updated when items are ordered and indicated as shipped. This eliminates entering invoices to keep stock levels up to date. This adds new functionality and eliminates COGS out of order conditions if invoices cannot be entered in the proper sequence.
  4. Generate yearend for any given date.
  5. additional notes field for internal notes.
  6. module to prepare quotations and convert to sales orders or invoices.
  7. Queue invoices, orders, quotations and checks for later printing.
  8. generate balance sheet and income statement on accrual or cash basis.
  9. Project transaction reports and income statement
  10. Report for listing non-taxable sales and purchases.
  11. added salesperson and manager on reports and selection on invoices and orders. Salesperson is inherited.
  12. cost and profit center departments, financial reports for each department, unlimited number of departments.
  13. serialnumber tracking.
  14. Organize companies into type of business like "Retail", "Wholesale" and assign a discount.
  15. Generate sequential invoice, order, quotation, ar, ap transaction numbers.
  16. file compression for backups.
  17. Generate a list of transactions and drill down into additional reports for a given name.
  18. Increased fields so long names don't have to be abbreviated. Added IBAN, BIC to keep track of account numbers.
  19. Assign sales to salespeople without giving the salesperson a login.
  20. recurse assemblies and explode sub-assemblies on reports. Added price update flag so prices may be updated on specific items only.
  21. Markup calculations.
  22. Translation mechanism to setup descriptions in different languages.
  23. Select language specific templates.
  24. price matrix with multiples and promotional periods. Can be setup for a group, customer or just a general price break. Includes automatic conversions from foreign currencies.
  25. Sort reports in ascending and descending order.
  26. produce work order from sales order. exploded view of all parts of an assembly.
  27. select printer to send printjob to a different printer other than the default assigned for a login.
  28. one click print and post function.

May 6, 2004

  1. Version 2.2.7
  2. Updated Swiss-German COA and GIFI
  3. revised reconciliation screen to better handle periods; all transactions within a period are included now. This makes it easier to compare with a statement.
  4. new reconciliation report to list outstanding and cleared transactions
  5. new backup routine; the backup now includes the schema so it is no longer neccessary to rebuild a dataset from source. It also fixes a problem in dealing with system tables in postgreSQL versions 7.3+.

Apr. 21, 2004

  1. Version 2.2.6
  2. backups now work properly excluding system tables for PostgreSQL 7.3+
  3. Spanish translation, COA and GIFI for Colombia
  4. changed tax defaults to unchecked for new customers/vendors
  5. combined receipts and payments by source number to make it easier to reconcile accounts

Mar. 1, 2004

  1. Version 2.2.5
  2. new AR/AP Aging summary report
  3. updated Dutch and Estonian translation
  4. added Spanish for El Salvador

Feb. 15, 2004

  1. Version 2.2.4
  2. updated translations for Danish, French, Hungarian, Spanish, Traditional Chinese, Ukrainian
  3. new customer and vendor history report to quickly find out what you sold to a customer or purchased from a vendor
  4. added patchlevel check for Apache 2.0
  5. added <%plainpaper%> variable for email option

Dec. 29, 2003

  1. Version 2.2.3
  2. new AR/AP outstanding report
  3. added account selection for AR/AP reports
  4. added reconciliation flag to General Ledger reports
  5. new option to search GL for an amount
  6. updated Polish and Traditional Chinese translation
  7. display notes from customers and vendors in transaction screens, invoices and orders when selecting a new name

Dec. 22, 2003

  1. Version 2.2.2
  2. added number to text function for Estonian language
  3. fixed missing notes field for purchase orders
  4. new COA check to verify accounts
  5. included sample translation for Cafe demo

Dec. 10, 2003

  1. Version 2.2.1
  2. fixed missing function error
  3. new cash transfer entry screen; makes it easier to record foreign currency account cash transfers
  4. updated Spanish, Dutch and Estonian translation
  5. added more options for multibyte encoding

Nov. 25, 2003

  1. Version 2.2.0
  2. POS features, dynamic, built from groups, text template, tills. Each login only sees their own transactions, cash receipt report per login, admins can view all logins.
  3. automatic upgrade of datasets when you log in
  4. added variable to exclude foreign exchangerate difference; this makes it easier to reconcile foreign currency accounts
  5. added reconciliation flag on reports for bank accounts to show if an entry has been cleared
  6. listprice and costprice update for assemblies
  7. cost calculation for assemblies
  8. added costprice to assembly reports
  9. prices for assemblies are updated when the price of an item changes
  10. 1'000.00 number format
  11. selection dropdown list for projects
  12. upgraded backend for DB2
  13. read-only access control to build custom views
  14. selection dropdown list for groups
  15. COA (cc2424) and GIFI for Italy; updated Italian templates
  16. expanded access control to hide buttons which were otherwise visible
  17. COA for Latvia
  18. revised cash disbursement and received reports to optionally exclude foreign exchangerate differences

Sept. 20, 2003

  1. Version 2.0.9
  2. added Latvian translation and chart of accounts
  3. fixed division by zero error
  4. added Italian templates
  5. updated French translation

June 20, 2003

  1. Version 2.0.8
  2. default to last used accounts for customer / vendor to speed up data entry
  3. added ship via field on AR reports
  4. updated translations for Estonian, German, Icelandic
  5. new translation for Lithuanian and British English
  6. added group field to organize items into groups
  7. Bill of Material flag can now be set for each item of an assembly
    i.e this let's you include such items as staples or screws in the calculation of the price for the assembly but supress to print on orders and invoices
  8. assemblies can now be stocked from the assembly screen
  9. individual items of an already sold assembly can no longer be changed
  10. disabled link changes on already invoiced items
  11. added "Save as new" function to duplicate parts, service and assemblies This saves time when you enter items which are similar
  12. Delete button only shows up now when an item is orphaned
  13. groups are automatically added when you fill in the group field for a part, service and assembly
  14. added item listings based on a group description search

Apr. 15, 2003

  1. Version 2.0.6
  2. subtotals for balance sheet and income statement
  3. tightened security to prevent retrieval of sensitive data
  4. updated translations for Norwegian, Italian, French, Ukrainian
  5. new chart of accounts for Poland

Mar. 4, 2003

  1. Version 2.0.5
  2. new Hungarian and Ukrainian translations
  3. updated translations for French, German, Swedish, Spanish, Finnish
  4. fixed discount formatting error when converting order to invoice
  5. added project check to GL posting function
  6. defaulted initial GL entry screen to five rows
  7. added default dropdown limit value

Jan. 13, 2003

  1. Version 2.0.4
  2. fixed statement printing. For multiple invoice lines the last invoice line was not printed on statements.
  3. AR/AP selection menu defaulted to first item when editing a transaction instead of the actual account.
  4. fixed decimal formatting error for line item when converting an order to an invoice. This only happened when the number format was set to German format.
  5. added check to use apostrophes in user names.
  6. fixed credit remaining calculation which did not include the amount when an item was newly added to the inventory.
  7. added check if ship to address is the same as billing address and prevent saving a record which isn't required.
  8. added missing tax table for SKR03-DATEV.
  9. added missing delivery date for purchase order.
  10. added multibyte encoding to setup datasets with encoding.
  11. updated Dutch translation.

Jan. 6, 2003

  1. Version 2.0.3
  2. fixed account links so accounts such as 001234 can be used.
  3. fixed tax calculation for printed invoices; this only happened when you have more than one tax level and one or more tax levels were not set.
  4. removed all the font, bgcolor, style, ... tags.
  5. added missing notes field to GL transactions.
  6. rewrote file locks to semaphores.
  7. changed perl exec calls for Windows.
  8. added check for apostrophes in names.
  9. updated Finnish translation.
  10. Brazilian Portuguese templates.

Dec. 16, 2002

  1. Version 2.0.2
  2. added runningnumber sorting routines for invoices, orders and assemblies. With this you can resort the items on an invoice.
  3. fixed code to work with postgres 7.3
  4. fixed Oracle scripts.
  5. added limit check for check and receipt printing. Only customers/vendors which have open invoices are displayed for check and receipt processing.
  6. fixed a couple more input fields so they won't be squashed to a tiny field in Explorer and Konqueror.
  7. updated German and Polish translation.

Dec. 11, 2002

  1. Version 2.0.1
  2. added default ship to address for vendor, commonly used on purchase orders.
  3. fixed the display so input fields aren't squashed to a tiny field in Explorer.
  4. added boolean check for ship to address.
  5. fixed amount formatting error with numberformat set to 1.000,00
  6. updated German, Norwegian, Dutch and Brazilian Portuguese translations.
  7. DATEV SKR03 for Germany.
  8. added chart of accounts for Austria.

Dec. 5, 2002

  1. Version 2.0.0
  2. check and receipt printing, as usual this is template driven
  3. bank reconciliation, including foreign currency accounts
  4. statements, print from html or tex templates. Statements can be sent by email, viewed on screen, sent to a printer, print multiple statements in one batch
  5. beginning balances and running balances for ledgers
  6. shipping address to specify a different shipping address
  7. delivery date for each line item, required date if it is an order
  8. project number for each line item. Items are grouped together by projects on orders and invoices
  9. projects can also be used for AR, AP and GL transactions
  10. split transactions, assign multiple income / expense categories to a single transaction
  11. assemblies consisting of all service items are treated as a service item, sold assemblies no longer update inventory levels. These service assemblies are also excluded from the restocking function.
  12. order status, close orders and keep on file. Search includes filter for open and closed orders. Conversion to invoice automatically closes order and opens a backorder if required
  13. links for image, drawing and microfiche files
  14. backorders, automatically create backorder from unfilled/unshipped quantities.
  15. automatic assembly updates, if an item belonging to an assembly is changed, all assemblies are automatically updated
  16. bom flag, expand bill of material on an order or invoice
  17. print payments on invoices
  18. credit remaining calculation on ar transactions, invoices and sales orders
  19. employee links to who created a transaction, can be used for salesperson
  20. dropdown list limit for customers and vendors, if number of customers / vendors goes over this limit the dropdown lists switch to a freeform search
  21. receipt and payment report, list all your incoming and outgoing cash for each account or all payment accounts
  22. tax report can be run on a cash basies, this excludes all unpaid invoices and transactions from the tax calculation
  23. totals calculation for GL entries
  24. cc and bcc email addresses
  25. include message when sending out forms by email
  26. list individual items for assemblies on a report
  27. specify decimal places for income statement and balancesheet, rounding works in both directions, (+) more decimal places, (-) less decimal places, if a negative number is entered amounts will be rounded to nearest ten, hundred, thousand, etc
  28. search for check number or source
  29. split reports screens for parts, service and assemblies
  30. orphaned option to locate orphaned customers and vendors
  31. revised backup and restore procedure, will backup your own fields too
  32. pdf and postscript variable to include graphic files for latex forms
  33. printer output is now set to send pdf and postscript to the printer

Aug. 27, 2002

  1. Version 1.8.7
  2. added, hopefully the last workaround, for Apache 2.0
  3. added variable check to set tax to 0 if already included
  4. changed query to test for NULL so they will work on postgres 7.2

Aug. 23, 2002

  1. Version 1.8.6
  2. updated translations for Brazilian Portuguese, German, Estonian, Spanish, Finnish, French, Polish, Portuguese
  3. added a couple workarounds for Oracle 9i
  4. fixed tax difference on printed and saved order
  5. added option to resize frames
  6. stylesheet variable is now retained if another stylesheet is in use
  7. show returns on inventory reports
  8. added decimal variable to change decimal places for balance sheet and income statement

Aug. 5, 2002

  1. Version 1.8.5
  2. Tax reports for each tax.
  3. sort tables by multiple columns; this keeps transactions for the same date together.
  4. General chart of accounts and SKR-03 for Germany. COA and GIFI (Einheitskontenrahmen) for Austria and Switzerland (German edition)
  5. Backup and restore other tables and added columns which are usually not part of SQL-Ledger's table layout.
  6. GIFI (General Identifier for Financial Information). A cross-reference for official chart of accounts. Copy accounts to your COA. Can also be used to build customized chart of accounts from a master chart of accounts.
  7. Generate reports in accordance to GIFI. This information can be used to prepare a tax return. A GIFI account also serves as a consolidation account to group sub-ledgers into one ledger.
  8. new employee table to keep track of who adds transactions. This can be used by other utilities to calculate commissions or used for auditing purposes.
  9. Edit invoices from within aging reports.
  10. dynamic field resizing for long descriptions. This makes it easier to enter long descriptions.
  11. Recurring transactions. Post a transactions as a new transaction. Works across the board for AR, AP, GL, invoices and orders. Simply recall a transaction, change the date and other information and post as a new transaction. With this you can setup monthly depreciation transactions, recurring invoices, purchases ....
  12. Enter a message and a subject before sending out invoices and orders by email. Message is saved so you have a record of who the order or invoice was sent to and when. Multiple message may be kept on file. Invoice and orders can also be retrieved by searching through the message.
  13. Edit stylesheet from browser. Works the same as with templates.
  14. Exchangerates are now locked and may not be altered once you create a foreign currency transaction. Exchangerate table is kept in sync with transactions and removed if no longer required by any other transaction.
  15. Attach a note to AR and AP transactions. Display notes when listing transactions. Search through notes.
  16. Menulines are no longer wrapped if they are wider than the frame.
  17. Code was tested and adapted to Apache 2.0 (It is still a mystery why Apache 2.0 behaves in such a strange manner, i.e you can't pass "&copy" on a URL because it is transformed into ©).
  18. display credit limit and credit remaining on AR screen.
  19. added translation for Catalan.
  20. updated translations and templates for other languages.

July, 2002

  1. Article about SQL-Ledger in the Linux Magazin. It's in German.

May 16, 2002

  1. Version 1.8.4
  2. Audit Control. Force users to reverse transactions. Set for a date up to or all transactions.
  3. Software upgrades. Install over top, load the admin script and click on "{Driver} Database Administration" and upgrade the dataset. All previous versions starting from 1.6.0 will be automatically upgraded.
  4. recoded to use pdflatex instead of dvipdf to generate PDF forms. PDF now works with xpdf.
  5. revised backup to file to popup browser's save as window instead. With this you can now save the backup on a local drive rather than having the backup on the server.
  6. Backup by Email changed to send the backup as an attachment.
  7. added inline option to email html forms in the body of an email message.
  8. added input field to specify the number of copies to print.
  9. added logout function; this provides protection against the automatic password feature in MS Explorer forcing the user to login again.
  10. revised menu to generate the same menu for all frontends. Section of the menu may be collapsed to fit screen.
  11. custom menu can be used to add your own references to information.
  12. added make and model search to limit list of parts belonging to a make and/or model.
  13. added business number, searchable, it is widely used in stores and over the counter sales. Can also be used for a commerce number or tax excempt number.
  14. added Sales Order and Purchase Order button to customer and vendor screens to speed up data entry.
  15. added ID field option for all reports to print the ID of a transaction.
  16. new COA for Switzerland, Spain, Dutch general and Dutch standard
  17. updated translations for Dutch, Spanish, Danish, Portuguese, German, French, Norwegian, Estonian, Polish, Czech, Italian

Mar. 11, 2002

  1. Version 1.8.3
  2. prices may be entered to any number of decimal places.
  3. revised tax calculation to calculate tax from base amount
  4. Credit Remaining calculation on invoices
  5. additional options for inventory reports
    fields for inventory reports may be specified, check for items bought and sold within a specified time period, check for orphaned and obsolete items, on hand and inventory short listings
  6. amount due field on AR and AP reports
  7. removed cell formatting so tables can be pasted into a spreadsheet
  8. new function to round numbers up and down
  9. Invoice button on Customer and Vendor screen to create an invoice
    this speeds up data entry because you don't have to go through the *Save Customer*, *Create Invoice* cycle.
  10. Postscript / PDF output (LaTeX must be installed for this to work)
    generate invoices, sales and purchase orders and packing list in postscript and pdf format from latex templates.
  11. preview forms on screen, send directly to the printer or send out by email as an attachment
  12. Chart of Accounts for Austria, Turkish translation, updated Danish, Norwegian and Spanish translations.

Jan. 24, 2002

  1. Version 1.8.2
  2. fixed AR and AP posting when payment date was the same as the invoice date
  3. multiple taxes are now properly shown when editing a transaction
  4. with European number formatting listprice, sellprice and exchangerate factors were not properly formatted if the amount was over 1000
  5. increased date fields to 11 characters, some Konqueror installations couldn't deal with a 10 character display and cut off the dates
  6. added logic for entering dates, if the year entered is less than 70 the year 2000 is added, if the year entered is between 70 and 99 the year 1900 is added.
  7. updated Estonian translation
  8. locales.pl, the code parser now includes private customization files. If a comma is used for a button string it is translated into a proper function now.
  9. added backup option. Backups can be saved to file or sent by email to the email account of the user

Dec. 30, 2001

  1. Version 1.8.1
  2. fixed problem with the lower function on some SQL statements
  3. fixed locales.pl to convert string with commas to proper functions
  4. fixed typo in Dutch_Default-chart.sql
  5. removed single quotes from 'current_date', apparently the latest PostgreSQL 7.2b4 complained about them
  6. fixed rounding error with exchange rates
  7. updated Dutch and Polish translations and templates

Dec. 21, 2001

  1. Version 1.8.0
  2. Foreign Currency support
    enter currency and exchangerate on invoices, orders and transactions
    differences, gains and losses are automatically posted to predefined accounts
    This feature also doubles as a general markup facility
  3. enter multiple payments for transactions and source (check number)
  4. Bin number for parts and assemblies
  5. More access control and stricter password protection
    Protection against malicious people such as disgrantled employees
  6. Customization
    perl code can be plugged in without changing the core
    you can actually build a complete new application using the library functions only
  7. Login option from administration screen to test a login
  8. Stylesheet support
  9. right to left display for Arabic
  10. foreign language support for login and administration screen
  11. included headings for Income Statement and Balance Sheet
  12. Sales and Purchase Orders
    Orders can be printed, e-mailed and converted into invoices
  13. convert Invoices to orders to save time entering repetitive invoices
    also doubles as a recurring invoice facility
  14. easier interface for building assemblies
    add and change items when the assembly is put together
  15. adding new items is now completely transparent and you can add all the details for parts and services from within an invoice and assembly
  16. last customer / vendor
    selection menu is automatically position to the last customer or vendor when creating a new invoice or transaction
    saves time in scrolling huge lists
  17. last cost for service item purchased is now preserved
  18. additional reports for inventory
    check for inventory shortages and which items have been invoiced
  19. better error reporting if DBI and DBD is installed

Dec. 10, 2001

  1. Version 1.6.13
  2. added variables for contact information to invoices

Dec. 9, 2001

  1. Version 1.6.12
  2. added Polish translation
  3. fixed division by zero error
  4. fixed error reporting if DBD is missing

Nov. 23, 2001

  1. Version 1.6.11
  2. added translation and default chart of accounts for Simplified Chinese
  3. updated Traditional Chinese translation
  4. added default chart of accounts in Traditional Chinese
  5. updated Italian translation and chart of accounts
    the chart of accounts includes an account for the 20% withholding tax
  6. updated Spanish translation for Venezuela
  7. fixed bug in vendor invoice; AP and paid selection menu item didn't match up with stored values.

Nov. 14, 2001

  1. Version 1.6.10
  2. fixed error when service item was part of an assembly
  3. updated Danish and Norwegian translations
  4. added Danish chart of accounts

Oct. 23, 2001

  1. SQL-Ledger in the news.
    Featured in Zonker's Product Picks in the November 2001 issue of the Linux Magazine
    Read about it on page 58.

Oct. 19, 2001

  1. Version 1.6.9
  2. revised AR & AP screens to allow entering taxes regardless if tax is included in amount or not
  3. taxes are calculated based on tax included switch
  4. added defaults for initial name to render screen based on the settings for the name

Oct. 17, 2001

  1. Version 1.6.8
  2. added chart of accounts for Czechoslowakia
  3. added Danish Default chart of accounts
  4. added Czech templates
  5. updated translations for Czech, Danish, Norwegian
  6. added invtotal and taxbase variable to invoices
  7. added 'if not' conditional for templates

Oct. 9, 2001

  1. Version 1.6.7
  2. added chart of accounts for Italy
  3. Italian templates and updated translation

Sep. 24, 2001

  1. Version 1.6.6
  2. added code for debit and credit balance check to get rid of out of balance error where there is none. Apparently computers don't always know that 14.05 plus 1.96 is 16.01 and not 16.0000000000997.

Sep. 20, 2001

  1. Version 1.6.5
  2. added Portugese translation
  3. added missing texts to translate dates for trial balance
  4. when subtotals were used on a trial balance the totals also included the subtotals; fixed

Sep. 17, 2001

  1. Version 1.6.4
  2. added function after posting an invoice to ask if user wants to create another invoice
    this prevents the invoice number from being incremented
  3. fixed incorrect tax included variable in inventory received module
  4. added last cost for service items

Sep. 7, 2001

  1. Version 1.6.3
  2. fixed dates for GL reports
  3. security fix

Sep. 2, 2001

  1. Version 1.6.2
  2. added Czech translation
  3. updated Arabic and Norwegian translation
  4. added headings and subtotals on reports
  5. revised connect string for local database connection

Aug. 21, 2001

  1. Version 1.6.1
  2. revised AR and AP transaction screen. "Update Form" now calculate taxes, due dates and total amount based on the customer / vendor selected.
  3. added stylesheet and charset variable
  4. added Dutch Chart of Accounts and templates

Aug. 12, 2001

  1. Version 1.6.0
  2. new General Ledger report which can be customized for a source (invoice number or other sources), a date range, a description (doubles as customer and vendor name. You can include all accounts or accounts by category (income, expense, ...), fields can be selected to show only the ones you require. This report can be used to produce ledgers such as sales and purchase journals or tax collected for period, by customer, etc.
  3. build assemblies from parts, services and assemblies. When the assembly is sold expenses are posted to all the accounts listed for the individual parts. Income and tax is recorded in the account specified for the assembly. Individual items can be edited right from within the assembly, total price is calculated but can also be changed.
  4. stocking assemblies is done by adding the assembly to inventory. This reduces the inventory level for the parts and assigns it to the assembly. The re-order point can be used to indicate how many assemblies should be in stock.
  5. numbers are formatted to a string you specify in your preferences. You can also input numbers in your familiar way (1.000,00 or 1000,00, ...)
  6. long and short dates on all reports
  7. new administration interface to create databases and preload with a Chart of Accounts of your choice.
  8. Standard Chart of Accounts or industry specific Chart of Accounts can be added to the selection list without touching the code
  9. language specific templates can be selected when you add a user
  10. you can also add your own templates; no more copying over top of the standard templates
  11. balance field in the chart of accounts was dropped; instead when you run a trial balance or list the Chart of Accounts the balances are calculated
  12. Business Number field; can be used on any of the template driven reports
  13. username variable was added for the invoice
  14. all the double entries for AR and AP transactions are gone.
  15. Access control for every menu item; it is now possible to setup a screen for say counter personnel and give them access to the inventory and invoicing portion only.
  16. Aging reports for receivables and payables either for all or for a selected customer / vendor and up to a certain date. The report can also be used to produce statements if you like.
  17. Invoices are on one form only. The customer / vendor selection was moved to the invoice itself.
  18. "Update Form" now replaces buttons such as "Add Item" or "Add MakeModel row" or "Add Row". One consistent interface, if in doubt what you should do press the "Update Form" button. For instance on an invoice the button will retrieve customer information and retrieve the part entered. It also recalculates the form when you change quantities or prices.
  19. Inventory report can be produced for all items or for parts, assemblies, services or items on hand.
  20. "Search" link has changed to "Reports" since the search function really produces reports. So, to search for a particular transaction you click on "Reports" and enter the search criteria. The same applies to all the modules (AR, AP, GL, Inventory)

July 26, 2001

  1. Version 1.4.13
  2. added locale files for Venezuela

July 13, 2001

  1. Version 1.4.12
  2. included Norwegian translation

July 11, 2001

  1. Version 1.4.11
  2. included Dutch translation

July 10, 2001

  1. Version 1.4.10
  2. negative quantities and amounts didn't show up on invoices. Fixed.

July 9, 2001

  1. Version 1.4.9
  2. added headers for trial balance.
  3. posted French chart of accounts

July 8, 2001

  1. Version 1.4.8
  2. fixed missing weight and domestic currency display in parts screen.
  3. included perl web server

June 24, 2001

  1. Version 1.4.7
  2. added sorting by account number for GL transactions
  3. fixed missing translations

June 17, 2001

  1. Version 1.4.6
  2. changed payment and receipt transactions to record payment date
  3. added missing translation string in customer/vendor module
  4. added datepaid column for accounts receivable report

June 5, 2001

  1. Version 1.4.5
  2. changed language selection to pull-down menu
  3. removed chart of account file dependencies

June 3, 2001

  1. Added Swedish translation

May 30, 2001

  1. Version 1.4.4
  2. minor bug fixes

May 21, 2001

  1. Version 1.4.3
  2. updated translations

May 14, 2001

  1. Version 1.4.2
  2. better error reporting
  3. added field selection for GL transaction report
  4. added Debit and Credit and sums to GL report
  5. added account number to collect GL transactions for account
  6. revised GL report to include all sub accounts

May 12, 2001

  1. Version 1.4.1
  2. fixed chart_id attribute for tax accounts
  3. included revised Danish and Estonian translations.

May 11, 2001

  1. Version 1.4.0
    This is a major milestone in the development with many new features.
  2. Revised tax system, dynamic, data driven
    choose wether to include tax in price or calculate on top
  3. Customers/Vendors can be flagged to include only certain taxes
  4. Parts and services can be setup to include different taxes
  5. Trial balance for period of time, from or up to dates
  6. Choose which fields to include in AR, AP reports including sums
    can be used to generate customer/vendor statements
  7. no more cookies, lynx friendly
  8. streamlined invoicing system
    eliminated initial step to choose the accounts for posting and moved the selection menus to the invoice
    taxes show up on invoices only if there are amounts
  9. revised translation mechanism to make it easier to change texts
    no more errors when texts are missing
  10. added Arabic translation
    Arabic support is not yet finished and limited to the language
    display mirroring will be in a later release
  11. added Italian translation
  12. encrypted passwords
  13. new configuration file (sql-ledger.conf) to specify location of members file, users directory and templates directory
    this makes it easier to create packages (rpm, deb, ...)
  14. terminal variable can be passed on the URL to setup the display
    only mozilla and lynx work at the moment, a console port is on it's way
  15. Automatic invoice and due dates on invoices

Feb. 27, 2001

  1. Version 1.2.10
  2. Included Estonian translation and templates

Feb. 17, 2001

  1. Version 1.2.9
  2. fixed date display for German dates.
  3. changed substring searches, PostgreSQL's ~* operator to a LIKE statement

Feb. 8, 2001

  1. Version 1.2.8
  2. added Brazilian Portuguese translation

Jan 7, 2001

  1. added shiptoemail field to customer table

Jan 3, 2001

  1. added Danish and Traditional Chinese translation

Nov 20, 2000

  1. added code to convert double quotes; you can now enter single or double quotes in any character field.

Oct. 6, 2000

  1. Added French translation
  2. fixed subroutine for deleting parts
  3. added version number to bug report

Sep. 18, 2000

  1. Added Spanish translation
  2. Added subroutine to update inventory account numbers in parts table

Sep. 14, 2000

  1. Added tel, fax, signature variables for use in templates

Sep. 10, 2000

  1. Version 1.2
  2. Inventory control is done, this completes the accounting cycle
  3. Added Vendor Invoice to record parts and services received/purchased
  4. Added payment and receipt screen to process payments, this eliminates the need to recall the original invoice to record a payment
  5. Added foreign language support, thanks to Thomas Bayen who provided the code and some German translations and to Maria Gabriela Fong for the Spanish texts.

Aug. 16, 2000

  1. Fixed subroutine to save user preferences.

July 27, 2000

  1. Removed dependencies for a unique identifier; every user with the same login name now uses the same preference file.
  2. Fixed cookie so that one can work on two or more instances or with other application requiring a cookie.
  3. Enabled database options field to send options to the backend required to set variables after a connection is made. The options field can be used to set a DateStyle variable.

July 15, 2000

  1. Setup mailing lists for users and developers

July 11, 2000

  1. Added packing list
  2. Fixed bug in account sorting callback string
  3. Added sort algorithm to display the sorted column first

July 4, 2000

  1. Version 1.0
    The jump to version 1.0 from 0.5 is because SQL-Ledger is now a double entry system.
    Version numbering will be even numbered for the stable releases, and odd numbered for development releases.
  2. New Features:
    • A General Ledger
    • Templates for printed and email forms which include an invoice, balance sheet and income statement
    • A list of accounts where you can view every transaction entered
    • Transactions may be deleted anytime
    • An administrator module to add/edit/delete users
  3. Because of the double entry feature and tight integration, the new version will only work with SQL servers with transaction support.

Apr. 20, 2000

  1. fixed couple scripts which referenced scripts with pl extension

Mar. 8, 2000

  1. merged accounting menus into one
  2. couple minor bug fixes, SQL syntax (not all servers are equal!)
  3. created schema file for SQL servers with AUTO_INCREMENT fields

Feb. 28, 2000

  1. Released version 0.5
  2. The display interface has changed to using frames
    There is a complete new way to sign on through a login script now.
    You can now log in with the same user-name several times.
  3. The members file holds all the variables for each user and sets up the environment. This makes it true multiuser, multi-company capable (by multi-company I mean you can work with the same installation on a different set of data)

Oct. 29, 1999

  1. Released version 0.4
  2. You can now configure some very country specific stuff like your native currency or the name of your tax, or how you enter dates
  3. The tax fields are free to be labeled whatever you have in your country The two tax levels can also be set to calculate additive or tax on top of tax
  4. GST/PST report was renamed to a generic tax report.
  5. AR/AP reports now summarize by currency without showing a conversion to CDN currency. Sums are converted to your native currency instead.
  6. other variables in the configuration include date formats, shipping point, native currency, driver strings for the DBI module
  7. Parts cross-references (alternates) now show the make and you can jump to the part by clicking on a hyper-link to view, edit or link to another part
  8. Relations by part numbers are gone and parts relate to each other by IDs instead.
  9. Each part in the table may have multiple supplies which are linked back to a part in the parts table
    You can have multiples of the same part in the parts table and still differentiate who supplies what
  10. The menu for supply is gone. All the functions to add/edit/delete a supply item has been merged into the parts side with a [ Check Supply ]

Oct. 18, 1999

  1. adapted for use with ODBC driver
  2. changed table currency to exchangerate
    MS Access barfed on a "select * from currency"
  3. tested on MS Windows with ODBC driver and apache
Need some minor changes to test for existence of data. Apparently not all drivers are equal and the only way to check if there is data in the tables is to fetch all the rows.

Oct. 14, 1999

  1. Version 0.3
  2. altered database structure to work with hopefully any SQL servers as long as either sequences or auto increment fields are supported.
  3. tested with the Pg and mysql drivers

August 6, 1999

  1. Version 0.2
  2. complete rewrite to make use of DBD and DBI.
  3. The Pg module version 0.1 will no longer be maintained

April 27, 1999

  1. merged updates into sql-ledger.0.1.2.tgz

March 25, 1999

  1. added search option to search for parts and supply by description
  2. fixed variable reference for oid to update supplier in supply update script.

Feb. 9, 1999

  1. display all vendors for printing addresses instead of vendors with outstanding balances only.

Initial release - Jan. 29, 1999

The first release is complete to a point where it is usable in a production environment. The scripts perform as expected equally well when used with the Lynx or Netscape browser. Currently there is no provision for double-entry bookkeeping the easy way. However with some creative thinking one can use the 'order field' in the A/P table to keep track of various expense and an identifier attached or integrated with your invoice number such as JOMO1001:SALES1 to track your income categories. Identifiers like 'JAN1999:TELEPHONE:OFFICE' are easily split with perl, awk or sed to produce a report. Later releases will include a master chart of accounts to keep descriptions uniform and to setup a system to produce financial statements the way you want them.

  1. Bank Accounts
    • Add/Edit transactions
    • List uncleared transactions
    • List all transactions
    • Bank reconciliation

    Scripts to record bank transactions are the same for all bank accounts. This way you can add/change bank accounts or rename them to suit your needs.

  2. Accounts Receivables
    • Add/Edit transaction
    • List open/unpaid invoices
    • List all transactions
    • List transactions by date
    • Search for transaction

    The Order field may be used to categorize for reports. This makes it easy to report by customers, regions or whatever you choose it to be. I also use a special customer '1 -- Exchange Rate Premium' and keep a record of the exchange rate differences. The '1' makes the customer the first entry in the lookup box.

  3. Accounts Payable
    • Add/Edit transaction
    • List open/unpaid invoices
    • List all transactions
    • List transactions by date
    • Search for transaction
    • Print vendor's mailing address

    Order field may be used to categorize for reports. This makes it easy to record a transaction against an A/R invoice or some other expense category. A 'Search for transaction' limited to 'TELEPHONE' entered in the order field will then list all A/P invoices where 'TELEPHONE' appears. A special vendor '1 -- Exchange Rate Premium' may be used to keep track of foreign exchange rate differences. Menu item 'Print vendor's mailing address' produces a list of vendors to select from. It will print one address on a sheet of paper which may be used to stuff in a window envelope along with a check or other material you wish to send to the vendor.

  4. Contacts
    • Add/Edit/Delete company
    • Search by name, contact and notes
      may be combined to narrow search criteria

    The 'Notes' field in the company, supplier, vendor and customer tables is a free form searchable field. This makes it very convenient to categorize your companies. Companies, suppliers, vendors and customers have all something in common and one might ask why there are different tables when one or two would do. The reason behind this is that each one has it's own place in the system. The vendor's address, contact information is usually different for the accounting department, the supplier is not a vendor but the company who could supply an item. The contacts in the company table grow to a size you'd normally don't need for your customers so they were split. The extra work involved entering some companies twice is a small price to pay for increased performance and keeping a system tidy.

  5. Exchange Rates
    • List all currencies
    • Add/Edit/Delete currency

    To keep track of the most recent exchange rates. Buy and sell fields are provided. Used to calculate the price of an item listed in the parts table. Inverse rates are also listed when listing all currencies.

  6. Invoice
  7. Invoices can be e-mailed to the customer, there is support built in to produce invoices with different company headers. Members file holds header information about the person preparing the invoice You can also produce the invoice in a foreign currency.

  8. Quotes
  9. same as invoice

  10. Makes
  11. To keep track of manufacturers.

  12. Parts
    • Add/Edit/Delete Parts
    • Search for parts

    Parts listings include alternates and a hyper-link to check supply.
    The supply table holds all parts you know you can buy from a particular supplier. If you have more than one supplier for a part it is added for as many suppliers you have.
 
   
   
   

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