SQL-Ledger Accounting - Project History

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, 2020

  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, 2021

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

March 25, 2021

  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

  2. 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.

  3. Accounts Receivables

  4. 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.

  5. Accounts Payable

  6. 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.

  7. Contacts

  8. 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.

  9. Exchange Rates

  10. 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.

  11. Invoice
  12. 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.

  14. same as invoice

  15. Makes
  16. To keep track of manufacturers.

  17. Parts

  18. 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.