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LedgerSMB Changelog

What's new in LedgerSMB 1.4.30

Jul 25, 2016
  • Fix payment reversal of foreign-currency invoices (Erik H, #1716)
  • No longer default the temporary directory to /tmp/ledgersmb (Erik H)
  • 1.3->1.4 upgrade always thinks db is 1.4.0, even when not (Erik H, #1671)
  • Fix translations section in GL account editing screen being cut off (Erik H)

New in LedgerSMB 1.4.26 RC 2 (Mar 12, 2016)

  • Removed broken and largely useless lwp tests (Chris T)
  • Moved X12 support from features downgraded to experimental (Chris T)
  • Fixed stylesheet class for setup console (Chris T, #1204)
  • Added Copy to New for GL transactions (Chris T, #1046)
  • Fixed amount range not respected on gl search (Chris T, #1287)
  • Fixed invalid number crash when not displaying credit (Chris T, #1263)
  • Fixed template transactions (Chris T and Erik H, #1071)
  • Fixed part description editing on invoices/orders(Chris T, #1373)

New in LedgerSMB 1.4.24 (Feb 19, 2016)

  • Fixed new transactions not being added to recon reports (Erik H, #979)
  • Fixed AR/AP Aging report not taking date into account (Craig W, #1286)
  • Updates to the Danish language (Mikkel H)
  • Updates to the Arabic (Egypt) language (Rami A)
  • Updates to the Estonian language (Peeter P)

New in LedgerSMB 1.4.23 (Feb 19, 2016)

  • Fixed running balance column of GL report double-counting (Erik H, #1205)
  • Fixed spelling errors (David G, #1178)
  • Fixed spelling errors (Erik H, #1183, #1170)
  • Fixed handling of recurring transactions (Erik H, #1227)
  • Fixed selected currency in vouchers -> payments isn't default (Erik H, #1186)
  • Fixed CoA screen offering Delete for referenced accounts (Erik H, #972)
  • Fixed vouchers print total instead of due amount (Erik H, #1068)
  • Fixed missing envelope and shipping label templates (Erik H, #874)
  • Fixed detailed (AR/AP) aging statements not working (Erik H, #1177)

New in LedgerSMB 1.4.22 (Feb 19, 2016)

  • Fixed balance sheet language selection (Erik H)
  • Fixed column headings translated in report language (Erik H)
  • Fixed add report styling for financial reports PDF (Erik H, GH1080)
  • Enhanced all accounts can be selected in trial balance (Erik H, GH1107)
  • Fixed syntax errors in ms_MY.po and de.po (Erik H)
  • Fixed translatable string detection (Erik H)
  • Updated translation (source) files (Erik H)
  • Integrated Transifex (transifex.com) translation process (Erik H)

New in LedgerSMB 1.4.21 (Feb 19, 2016)

  • Added drilldown to AR outstanding report (Chris T GH1053)
  • Fixed 0 amount accounts showing up in financial statements (Erik H, GH1079)
  • Fixed order of PNL Account Category is Off (Erik H, GH1069)
  • FEATURE: Added (back) user-selectable report language (Erik H GH1106)
  • Fixed missing report styling on financial reports (Erik H GH1080)
  • Fixed reports show totals above sections (Erik H GH1083)
  • Fixed 'Defaults' screen saves NULL 'earn_id' breaks PNL (Erik H GH1117)

New in LedgerSMB 1.4.20 (Feb 19, 2016)

  • Fixed one untranslated string in balance sheet (Chris T)
  • Added running balance to report drill downs (Chris T, GH1007)
  • Fixed ar/ap transactions not setting currency right (Chris T, GH1032)
  • Fixed ar/ap transactions not setting forex rate right (Chris T, GH1033)
  • Fixed pdf report criteria not showing up on reports (Chris T, GH1038)
  • Fixed paying some invoices defaulting to 0 (Chris T, GH1021)
  • Added warning for unapproved transaction in recon period (Chris T, GH856)
  • Added warning on previous unapproved recons in recon period (Chris T, GH857)
  • Fixed batch locking problems (Chris T, GH992)
  • Fixed single receipt received jumping from 0 to full (Chris T, GH974)
  • Fixed confusing error creating account without a heading (Chris T, GH1052)

New in LedgerSMB 1.4.19 (Feb 19, 2016)

  • Fixed permission denied when entering budgets (GH944, Chris T)
  • Fixed error when deleting batches with inventory (GH953 Chris T)
  • Fixed report sorting back proxying to different directory (GH858, Chris T)
  • Added auto-generation of person control code like company (Chris T)
  • Removed redirect on posting sales invoice draft (GH 941, Chris T)
  • Fixed aging report not respecting name search field (GH 954, Chris T)
  • Fixed lack of redirection w/parts causing workflow problems (GH 940 Chris T)
  • Fixed ugly moose error on lack of file upload (GH 949, Chris T)
  • Fixed load issues of some COA files, added tests (GH 772, Chris T)
  • Removing SKR03 from charts of accounts (Chris T)
  • Fixed payments not showing up when cleint has no threshold (Chris T)
  • Fixed invoice total per client showing amount paid instead (Chris T)
  • Fixed net amounts being siet to paid amounts (GH 961, Chris T)
  • Removed many references to the chart view (GH #930, Chris T)
  • Fixed saving user fails with error 4 or 5 (GH #1008, Chris T)
  • Disabled hierarchy reports where not set up (GH #1025, Chris T)
  • Fixed unable to create accounts without delete privilege (Chris T)

New in LedgerSMB 1.4.18 (Feb 19, 2016)

  • New feature: Create users from setup.pl with no new perms (GH 883, Chris T)
  • Fixed Net Book Value reporting '0' before depreciation (GH 879, ChrisT)
  • Fixed permissions entering assets (GH 878, ChrisT)
  • Removed broken handling of old datestyle settings (Chris T)
  • Fixed #765, manage_users broken on db creation (Chris T)
  • Fixed date showing up as PGDate::Hash on Asset report (Chris T)
  • Removed unused pos_invoice.txt (GH #875, Chris T)
  • Fixed SF1312, receipt not skipped on empty pay field (Chris T)
  • Fixed SF1315, inv/part problems when heading/acc have same accno (Chris T)
  • Fixed cannot create user with same user id as already in db (GH882 Chris T)
  • Fixed sales checkbox doesnt save or display correctly (GH877, Chris T)
  • Fixed orders search not respecting name field (SF1345, Chris T)
  • Fixed role_prefix not committed after Copy Database (GH964, NickP)
  • Add datepicker widget to Transaction Form date fields (NickP)
  • Fixed invoice query not showing addresses for persons (Rami H
  • Fixed ar/ap handling with calculated taxes. (GH

New in LedgerSMB 1.4.17 (Feb 19, 2016)

  • FEATURE: Automatic calculation of taxes in AR/AP transactions (ErikH)
  • FEATURE: Use account hierarchies in balance and PnL reporting (ErikH)
  • Fixed partial shipments decrementing extra inventory (ChrisT)
  • Fixed template references to item (order/invoice) descriptions (ErikH)
  • Added more SQL Ledger 2.8 migration checks (ErikH)
  • Fixed incomplete (xe)demo and demo-with-images templates (ErikH)
  • Fixed unable to make heading its own root (GH 896, Chris T)

New in LedgerSMB 1.4.16 (Feb 19, 2016)

  • FEATURE: Added possibility to translate account descriptions (ErikH)
  • Fixed shell environment being clobbered when loading schema (GH #813) (ErikH)
  • Fixed FX handling in payment bulk posting workflow (GH #758)
  • Removed unused Net::TCLink dependency and POS code (ErikH)
  • Update schema documentation files in doc/database/ (ErikH)
  • Failure to open HR/Employee screen (ChrisT)
  • Failure to save user preferences (ErikH)
  • Tax module 'Rounded' offered, but not available (ErikH)
  • Single-payment screen doesn't collapse details divs on open (ErikH)

New in LedgerSMB 1.4.15 RC 1 (Aug 26, 2015)

  • Fix printing invoices and orders under Starman (GH 736) (ErikH)
  • Fix payroll deduction types report failing to load (GH 740) (ChrisT)
  • Fix absolute URLs interacting badly with reverse-proxy (GH 730) (ErikH)
  • Fix printing of payments (GH 733) (JohnL)
  • Fix deletion of reporting unit class (SF 1378) (ErikH)
  • Fix warnings in webserver logs on contact screen/search (ErikH)
  • Fix false values of social security/tax id number for employee (Chris T)
  • Fix errors in upload of GL and inventory CSVs (ErikH)
  • Fix trial balance not respecting filters (ErikH)
  • Fix SQL for listing of locations and contacts of Persons (ErikH)
  • Remove some debug output in error logs (ErikH)

New in LedgerSMB 1.4.14 (Aug 17, 2015)

  • Replace spanish CoA for compliance; donated by AccountNet
  • Correctly set HTML form element 'required' attribute in output (ErikH)
  • In Employee entry screen, mark required fields as such (ErikH)
  • Fix being unable to remove roles from user (SF 1395) (ErikH)
  • Improved required input checking on form submit (SF 1382/GH 715) (ErikH)
  • Fixed css making it difficult or impossible to save person records (Chris T)
  • Fixed sudden bouncing to employee screen along with info loss (Chris T)
  • Fixed salutation and entity class not setting, entering person (Chris T)
  • Prevent CREATE LANGUAGE error when creating new company (RobR)
  • Fixed errors not showing up properly using Starman (Chris T)

New in LedgerSMB 1.4.14 RC 0 (Aug 11, 2015)

  • Replace spanish CoA for compliance; donated by AccountNet
  • Correctly set HTML form element 'required' attribute in output (ErikH)
  • In Employee entry screen, mark required fields as such (ErikH)
  • Fix being unable to remove roles from user (SF 1395) (ErikH)
  • Improved required input checking on form submit (SF 1382/GH 715) (ErikH)
  • Fixed css making it difficult or impossible to save person records (Chris T)
  • Fixed sudden bouncing to employee screen along with info loss (Chris T)
  • Fixed salutation and entity class not setting, entering person (Chris T)
  • Prevent CREATE LANGUAGE error when creating new company (RobR)
  • Fixed errors not showing up properly using Starman (Chris T)

New in LedgerSMB 1.4.13 (Aug 10, 2015)

  • Account edit group can checkboxes and mark accounts obsolete (Chris T)
  • Fixed time cards failing to save (GitHub bug 636) (Erik H)
  • List COGS accounts under 'Default COGS' (instead of expense) (Erik H)
  • Fix preprocessing Roles.sql was required in 1.3 (obsolete in 1.4) (Erik H)
  • Fix entry, selection and listing of GIFI account codes (Erik H)
  • Fix entity "Accounts" 'Save as' button (Erik H)
  • Fix 'Business Type' not showing up in Contact Account tab (Erik H)
  • Fix balance sheet CSV missing 'description' column content (Erik H)
  • Fix can't delete draft transactions with reporting units (SF 1391) (Erik H)
  • GIFI PNL reports are back. (Chris T)
  • Fix payment entry at the bottom of invoices (SF 1394) (Erik H)
  • Some additional constraint checks for migrations from SL 2.8 (Erik H)

New in LedgerSMB 1.4.11.1 RC 2 (Apr 27, 2015)

  • Fixing Malaysian language issues (DB and preferences, bug #1358) (Pongracz I)

New in LedgerSMB 1.4.11.1 RC 1 (Apr 25, 2015)

  • Fixed account dropdowns on default screen (Nick P)
  • Fixed broken comparison with oldvendor (Nick P)
  • Fixed workflow for saving reconciliation reports (Nick P)
  • Fixed HTML errors in payment details (Nick P)
  • Making LaTeX optional on starman (Chris T)
  • Fixing issues where colon is in password (Chris T)
  • Fixed missing separation of duties on GL (Chris T)
  • Fixed GL new button preserving first line (Chris T)
  • Fixed AR/AP transactions not saving when using dojo widget (Chris T)
  • Fixed 'New' button on GL entry screen leaving an uncleared line (Erik H)
  • Fixed Account/Heading entry screen selecting tab on 'Update' (Erik H)
  • Fixed Heading 'Save' action complaining about conflicting data (Erik H)
  • Multiple fixes showing and saving account/heading headings (Erik H)
  • Add 'Delete' option for headings not linked to accounts/headings (Erik H)
  • Fixed encoding issue for special characters in password change (Erik H)

New in LedgerSMB 1.4.10 (Jan 16, 2015)

  • Malay translation added
  • Fixed 1292, some template editing scripts linked to wrong mod
  • Fixed 1290, payment/receipt screen options never show
  • Fixed 1291, cannot change customer/vendor on orders/quotes
  • Cleaned up logs a little
  • Fixed 1294, cannot change parts description or price on inv.
  • Fixed 1298, upgrade does not create ar.setting_sequence
  • Fixed 1304.1, removed check printing from invoices
  • Fixed join issue for GL drafts showing wrong amt
  • Fixed 1304.2, pay to name not used in single payment
  • Fixed 1314, download link files attached to ECA and entity broken
  • Fixed column names in ECA/entity linked files tables
  • Fixed headers indistinguishable from accounts in CoA for some CSS
  • Fixed 404 on invoice link from AR/AP aging reports details view
  • Fixed html in fixed assets screens

New in LedgerSMB 1.4.10 RC 2 (Jan 15, 2015)

  • Malay translation added (Kaiser F, and others)
  • Fixed 1292, some template editing scripts linked to wrong mod (Chris T)
  • Fixed 1290, payment/receipt screen options never show (Chris T)
  • Fixed 1291, cannot change customer/vendor on orders/quotes (Chris T)
  • Cleaned up logs a little (Chris T)
  • Fixed 1294, cannot change parts description or price on inv. (Chris T)
  • Fixed 1298, upgrade does not create ar.setting_sequence (Chris T)
  • Fixed 1304.1, removed check printing from invoices (Chris T)
  • Fixed join issue for GL drafts showing wrong amt (Chris T)
  • Fixed 1304.2, pay to name not used in single payment (Chris T)
  • Fixed 1314, download link files attached to ECA and entity broken (Erik H)
  • Fixed column names in ECA/entity linked files tables (John L)
  • Fixed headers indistinguishable from accounts in CoA for some CSS (Erik H)
  • Fixed 404 on invoice link from AR/AP aging reports details view (Erik H)
  • Fixed html in fixed assets screens (Erik H)

New in LedgerSMB 1.4.9 (Dec 30, 2014)

  • Fixed issue with contacts not loading in 1.4,8 (regression, Chris T)

New in LedgerSMB 1.4.8 (Dec 30, 2014)

  • Fixed end-date not a date widget on employee div (Chris T)
  • Fixed errors saving person as employee on contacts screen (Chris T)
  • Added min empty lines for orders, invoices, and gl (Chris T, 1277)
  • Fixed 1280, credit/debit invoices flipping signs (Chris T)
  • Fixed 1279, gaps possible if drafts are deleted (Chris T)
  • Fixed 1287, perl errors on missing inputs on setup.pl (Chris T)
  • Fixed 1285, unable to enter more than 1 top-level rep. unit (Chris T)
  • Fixed 1283, dash in header of amounts col in PNL (Chris T)
  • Fixed 1284, pdf pnl does not work over https or nonstandard ports (Chris T)
  • Fixed 1282, business units not passed to trial balance (Chris T)

New in LedgerSMB 1.4.8 RC 1 (Nov 28, 2014)

  • Fixed end-date not a date widget on employee div
  • Fixed errors saving person as employee on contacts screen
  • Added min empty lines for orders, invoices, and gl
  • Fixed 1280, credit/debit invoices flipping signs
  • Fixed 1279, gaps possible if drafts are deleted
  • Fixed 1287, perl errors on missing inputs on setup.pl
  • Fixed 1285, unable to enter more than 1 top-level rep. unit
  • Fixed 1283, dash in header of amounts col in PNL
  • Fixed 1284, pdf pnl does not work over https or nonstandard ports
  • Fixed 1282, business units not passed to trial balance

New in LedgerSMB 1.4.7 (Nov 21, 2014)

  • FRAMEWORK CHANGES:
  • New code in 1.4 now uses Moose to define classes. Documentation is interlaced
  • in code and this allows for easier maintenance as well as better documentation.
  • Also includes a new reporting framework which makes it relatively simple to
  • create reports from SQL queries which can then be displayed in HTML, PDF, and
  • CSV formats.
  • NEW FEATURES:
  • LedgerSMB 1.4 now has a sophisticated and flexible business reporting dimensions
  • system replacing the older project and department accounting code. This
  • approach allows a business to effectively tag line items of transactions with
  • various designations and then use these for running reports later including
  • financial statements. These dimensions are each hierarchical, allowing for
  • nesting of projects and departments for accounting and reporting purposes.
  • This can be used to do project and department accounting similar to the way
  • things worked in previous versions, but additionally these can be used to do
  • funds accounting and will be the basis of many new features in the future, from
  • CRM task lists to heavy manufacturing.
  • We have also integrated the template transaction addon, allowing for better
  • management of recurring transactions, as well as the budgets add-on. The point
  • of sale has been broken off into addons to allow for faster release cycles.
  • Finally templates for user documents (invoices, etc) are now loaded in the
  • database.
  • OVERHAULED MANUFACTURING SUPPORT:
  • LedgerSMB 1.4 overhauls the manufacturing support. This means we can now track
  • what went into a manufacturing lot (allowing for more sophisticated solutions to
  • be developed). Manufactured goods now are tracked against their own inventory
  • accounts rather than having costs dynamically allocated when sold.
  • In past versions, assemblies could not be effectively sold regarding costs of
  • goods sold unless all materials necessary to manufacture them were in stock.
  • Now they can be, but the assemblies can no longer be stocked if this is the
  • case.
  • Reporting Workflow Changes:
  • In the past GL/General Journal reports automatically included a balance column
  • where there was only one account. As of 1.4, all columns must be specified by
  • checking boxes and the balance can be selected for searches spanning multiple
  • accounts (for example by the lines on a given transaction matching a given
  • department or other reporting unit).
  • DATABASE CHANGES:
  • Projects and Departments have been replaced by the new reporting units
  • framework.

New in LedgerSMB 1.4.7 RC 1 (Nov 14, 2014)

  • Fixed 1231, lack of validation on forms leads to Perl errors
  • Fixed 1264, account numbers out of place on PNL
  • Fixed 1268, name not clickable on customer/vendor searches
  • Fixed 1274, error on posting payment reversals w. dd/mm/yyy dates
  • Fixed 1227, 1252, added batch printing via batches
  • Fixed bug 1275, post error due to trying to double encode arry
  • Fixing position of returns checkbox on account screen
  • Fixed bug 1278, multi-language templates not stored in db

New in LedgerSMB 1.4.6 (Nov 4, 2014)

  • Fixed bug 1259, id from new_shipto overwrites form-id
  • Fixed related bug to 1259 on invoices
  • Updated Dutch translation
  • New returns-specific logic (see release notes)
  • Fixed bug 1262, cannot post overpayment with formatted nums
  • Fixed bug 1263, error when control_code not filled in
  • Fixed update button not showing after save
  • Fixed bug 1260, Multiple vendor skus breaks display of invoice
  • Removed buggy batch printing interface
  • Added search for approved batches
  • Fixed PGNumber error when posting gl entry
  • Fixed bug 1273, some invoices cannot be opened

New in LedgerSMB 1.4.5 (Oct 22, 2014)

  • Fixed bug 1245, print and email buttons lost after email invoice
  • Fixed bug 1246, entity-level addresses do not show on invoice
  • Fixed bug 1244, manually entered tax crashes invoice on edit (
  • Fixed bug 1253, report pdfs redirect to port 80
  • Adding tax_id hidden field to order and offer forms to be able to include it on tex templates
  • Fixed bug 1195, goods and services w/invoice search useless
  • Fixed bug 1247, cannot save shipping record
  • Fixed bug 1255, no such function timecard__report
  • Fixed bug 1256, No such function: inventory_get_item_at_day

New in LedgerSMB 1.4.3 (Oct 6, 2014)

  • Added sanity check for psql availability (Bug 1226)
  • Added db fix for older eca's missing currencies (Bug 1228)
  • Fixed bug 1230, pricematrix for vendors not respected
  • Updated installation instructions with more Apache info
  • Improvements in testing LedgerSMB::Sysconfig (bug 1232)
  • Fixing sales tax rounding precision (bug via email)
  • Added Starman/Plack support
  • Fixed duplicate user handling in setup.pl
  • renamed 'Post as Saved' to 'Post', 'Save as Shown' to 'Save Draft'

New in LedgerSMB 1.4.2 (Sep 30, 2014)

  • Separated address classes for employees out
  • Fixed dojo issue with user address screen
  • Fixed bug 1219, log message of warning trial_balance/search.css
  • Fixed issue with demo_with_images invoice.tex item description
  • Display vendor's sku if available on orders and invoices, bug 1218
  • Fixed error unable to delete order
  • Fixed bug 1223 prices 0 if selected from parts search
  • Fixed issue, cannot log in after creating batch.
  • Fixed bug 1224, account dropdowns on budget screen not working

New in LedgerSMB 1.4.1 (Sep 22, 2014)

  • Fixed bug 1205, copy does not copy roles
  • Added multi-date inventory uploads
  • Fixed bug 1207, date format not displated on preferences
  • Fixed bug 1208, username does not appear on menu block
  • Fixed bug 1209, Types of Businesses report shows total discounts
  • Fixed bug 1210, Cannot list business reporting units
  • Fixed bug 1211, Sequences always set to allow input
  • Fixed bug 1213, opaque error when no tax form selected on report
  • Fixed bug 1214, Company db name not displated on some reports
  • Fixed bug 1212, Fixed error regaring no default action
  • Fixed bug 1215, duplicate user throws incorrect error
  • Fixed bug 1204, Unable to select blank salutation
  • Fixed bug 1198, incorrect rewrite rule on Apache 2.4
  • Fixed bug 1217, Link to business units on Business_Unit report was hardcoded
  • Fixed bug causing COGS dates to be set null

New in LedgerSMB 1.4.1 RC 1 (Sep 18, 2014)

  • Fixed bug 1205, copy does not copy roles
  • Added multi-date inventory uploads (Erik H)
  • Fixed bug 1207, date format not displated on preferences
  • Fixed bug 1208, username does not appear on menu block
  • Fixed bug 1209, Types of Businesses report shows total discounts
  • Fixed bug 1210, Cannot list business reporting units
  • Fixed bug 1211, Sequences always set to allow input
  • Fixed bug 1213, opaque error when no tax form selected on report
  • Fixed bug 1214, Company db name not displated on some reports
  • Fixed bug 1212, Fixed error regaring no default action
  • Fixed bug 1215, duplicate user throws incorrect error
  • Fixed bug 1204, Unable to select blank salutation
  • Fixed bug 1198, incorrect rewrite rule on Apache 2.4
  • Fixed bug 1217, Link to business units on Business_Unit report was hardcoded

New in LedgerSMB 1.4.0 (Sep 15, 2014)

  • Features a redesigned contact management framework that allows businesses to better keep track of customers, vendors, employers, sales leads, and more. Contacts can be stored and categorized, and leads can be converted into sales accounts.
  • A new import module has been included that allows businesses to upload csv text files to import financial transactions and much more.
  • The reporting interfaces have been rewritten in LedgerSMB 1.4.0 in order to provide greater flexibility in both reporting and in sharing reports.
  • `new reporting units system provides a great deal more flexibility in tracking money and resources as they travel through the system.
  • Integration of third-party line of business applications is also something which continues to improve.
  • Two major improvement areas in 1.4. First additional critical information, particularly regarding manufacturing and cost of goods sold tracking, has been moved into the database where it can be easily shared by other applications. This also allows for better testability and support. Secondly LedgerSMB now offers a framework for web services, which are currently available for contact management purposes, allowing integrators to more easily connect programs together.

New in LedgerSMB 1.3.42 (Aug 29, 2014)

  • Fixed #1184 invalid numeric format on payment search field, where date was used instead of amount
  • Fix for missing emails when emailing orders/quotations
  • Fix doubled email addresses when emailing invoice
  • Fix for inactive customers showing up on receipt search
  • Hungarian translation changes
  • View file_links is no longer dropped before rebuild
  • Fix for invoice with shipto linking to wrong one on report
  • Fix for shipto's not being automatically checked
  • Fixed forex rounding issue with single payments not posting
  • Fixed typo in search payment form: aligh -> align

New in LedgerSMB 1.3.41 (Aug 29, 2014)

  • Fix for invalid ref when entering payment

New in LedgerSMB 1.3.41 RC 2 (Jul 3, 2014)

  • Fix for invalid ref when entering payment

New in LedgerSMB 1.3.40 (Jun 12, 2014)

  • Updated nginx configuration (Pongracz I)
  • GL account search now will search within descriptions for matches (Chris T)
  • Printing without an invoice number now errors instead of increments (Chris T)
  • Fixed internal server error using cash/payment (Chris T)
  • Fixed #1133 (FX rate changed after selecting part/service) (Pongracz I)
  • Fixed #1078 (Don't populate all empty projects automatically) (Pongracz I)
  • Fixed #1139 (Vendor can show up as default customer in sales order, confusing...) (Pongracz I)
  • Fixed type mismatch between invoice.qty and invoice.allocated (Chris T)
  • Fixed manual tax invoices not reversing properly (Chris T, 1134)
  • Fixed duplicate entry in es_AR.po (Erik H)
  • Fixed sales tax rounding error under certain circumstances (Chris T)

New in LedgerSMB 1.3.39 (Apr 1, 2014)

  • Fixed Internal Server Error clicking through ar/ap report (Chris T, 1022)
  • Fixed internal server error deleting part (Chris T, 1027)
  • Fixed Internal server error saving part with all vendor rows (Chris T, 1028)
  • Fixed pricelist pdf column widths all equal (Chris T, 1037)
  • Added support for zero-downtime upgrades (Chris T)
  • Fixed encoding for templates when edited through web (Chris T, 1077)
  • Fixed customer/vendor dropdown resetting on update (Chris T, 1072)
  • Fixed error that string cannot be used as array during payment (Chris T)
  • Fixed POD syntax errors in five LedgerSMB/* files. (Robert C)
  • Fixed upgrade tests where null pricegrup exists (Chris T)
  • Fixed save button on ar/ap transactions not saving (Chris T, 1097)

New in LedgerSMB 1.3.38 (Feb 27, 2014)

  • Fixed AR/AP transactions resetting currency/exchange rate (Chris T)
  • Reports all default to detail instead of summary (Erik H)
  • Fixed adding vouchers not checking for locked/approved batches (Chris T 1025)
  • Fixed can't delete pricematrix entries from customer screen (Chris T, 893)
  • Fixed language change on order to invoice conversion (Chris T, 896)
  • Fixed ar/ap tax check inconsistency (Chris T, 919)
  • Fixed inputs ignored for email addresses sending statements (Chris T, 920)
  • Fixed negative overpayments showing as positive (Chris T, 926)
  • Fixed permission denied errors after upgrading copied db (Chris T, 956)
  • Fixed "access denied" when deleting unused tax account (Chris T, 967)
  • Fixed GL Report fails before entering transactions (Chris T, 977)
  • Fixed start and end dates not shown on contact screen (Chris T, 979)
  • Fixed employee showing up several times on search list (Chris T, 980)
  • Fixed contact description not preserved on edit (Chris T, 981)
  • Fixed useless buttons on credit div when no account active (Chris T, 1001)
  • Backported requires() and requires_series() APIs from 1.4 (Chris T)
  • Updated INSTALL to reflect better instructions for Apache 2.4 (Chris T)
  • Fixed printed invoice not matching posted when 0 manual tax (Nick P, 1051)
  • Updated Hungarian translation (P. Isvan)

New in LedgerSMB 1.3.37 (Feb 8, 2014)

  • 1.3-1.2 downgrade now drops extensions (Chris T, 943)
  • Fixed db names with spaces not supported (Chris T, 946)
  • Fixed old code not working if clicked on after changing passwd (Chris 949)
  • Fixed join projection issues in AP Outstanding (Chris T, 950)
  • Added Apache 2.4 configuration file (Chris T)
  • Fixed "save info" reporting "Draft Posted" (Chris T, 925)
  • Fixed shipto causing db error on sales invoice (Chris T, 929)
  • Fixed shipto including all addresses (Chris T, 929)
  • Fixed shipto address not showing on invoice (Chris T, 929)
  • Fixed fcgi blank screens on saving/deleting warehouse (Chris T, 902)
  • Fixed blank screens after New on ar/ap transactions (Chris T, 924)
  • Fixed back button handling after logout (Chris T)
  • Fixed Chrome and some other browsers not properly logging out (Chris T)
  • Added SQL-Ledger 2.8 migration script (Erik H)
  • Removed sales/purchase order recurring logic (Chris T, 888)
  • Removing references to missing line.gif (Chris T, 962)
  • Fixed garbled UTF-8 characters appearing in web output (Erik H, 953)
  • Removed crdate from ar/ap transactions and outstanding bug reports (Chris T)

New in LedgerSMB 1.3.36 (Jan 16, 2014)

  • Set default date for AP invoice creation to current date (Chris T)
  • Removed "apply discount" from use overpayment screen (Chris T)
  • Fixed tax checkbox problem when one tax id includes another (Chris T)
  • Fixed update forgetting creditor (Nick P)
  • Fixed invoices rounding and printing differently (Giovanni B)
  • Deleted broken pricematrix check on existing rows in POS (Chris T)
  • Fixing manually entered tax amounts ignored printing invoice (Chris T, 864)
  • Fixing deleting gl draft via gl screen fails (Chris T, 871)
  • Fixing receipts listing "to pay" for amount (Chris T, 892)
  • Setting->get() now works with named keys (Chris T)
  • nginx sample configurations (P. Istvan)
  • Fixed unable to delete ar vouchers (Chris T)
  • Fixed copy to new scrambling lines (Chris T, 923)
  • Fixed improper account line handling in ar/ap trans. (Chris T, 923)

New in LedgerSMB 1.4 Beta 3 (Nov 4, 2013)

  • General Enhancements:
  • Performance enhancements on menu routines (Chris T and Steven M)
  • Added +/- selection indicators to menu CSS (Chris T)
  • Changing all auth calls to hit postgres db instead of template1 (Chris T)
  • invoice.unit is now unbounded varchar to reduce errors (Chris T, 3516235)
  • Invoices with inventory subject to draft/vouchers workflows (Chris T)
  • Added Equity (Temp) account type, closed at year-end (Chris T)
  • Added description field to transaction and invoice screens (Chris T)
  • Removed ability to repost/delete transactions (Chris T)
  • Partsgroups can now be nested though this is not yet used by LSMB (Chris T)
  • Session expiration now with configurable behavior (Chris T)
  • Timecard system generalized to allow labor and materials cards too (Chris T)
  • Enhancing data integrity:
  • No longer allow NULL amounts in acc_trans (Chris T)
  • Installation/Upgrade:
  • PostgreSQL contrib dependencies removed, now require Pg 8.4 (Chris T)
  • LaTeX format detection now run-time call, not configured (Chris T)
  • configure_apache.sh: Add search for apache user & config path
  • Do not overwrite ledgersmb-httpd.conf without warning (Havard S)
  • Code/API improvements:
  • scripts/files moved to make inheritance possible (Chris T)
  • Removed the Config::Std dependency and moved to Config::General (Chris T)
  • Improved error handling using Try::Tiny and die (Chris T)
  • Added "dynatable.html" template that can be included in templates (Chris T)
  • Dynatable forms obtained through GET now show link back to form (Chris T)
  • LedgerSMB->error and Form->error now show db version and company (Chris T)
  • Simpler use of Log::Log4perl instead of LedgerSMB::Log (Chris T)
  • Centralized database commit for new code (Chris T)
  • New RESTful Web Services Framework:
  • Supports XML and JSON as input formats
  • Supports XML and JSON as output formats
  • Supports read/write for Contacts:
  • Customers
  • Vendors
  • Employees
  • Leads
  • More
  • New Reporting Framework:
  • Easy bridge between SQL and display (Chris T)
  • All reports exportable to CSV (Chris T)
  • All reports exportable to PDF (Chris T)
  • Unified UI for reports (Chris T)
  • Enhanced trial balance allows for partial trial balance (Chris T)
  • Enhanced trial balance allows for saved criteria (Chris T)
  • New income-statement-like reports for customers and products (Chris T)
  • New income-statement-like reports for invoices (Chris T)
  • Customer/Vendor/Employee Handling and CRM:
  • Added sales tax id and license number fields for companies (Chris T)
  • Simpified database schema (Chris T)
  • Full text search of notes for customers/vendors (Chris T)
  • Added file attachments to customers, vendors, employees, leads etc (Chris T)
  • Added lead handling (Chris T)
  • New CSV Import Module:
  • Imports GL transactions (Chris T)
  • Imports AP batches (Chris T)
  • Imports charts of accounts entries (Erik H)
  • Imports GIFI tables (Erik H)
  • Imports SIC tables (Erik H)
  • Imports timecards (Chris T)
  • Imports initial inventory and periodic counts (Chris T)
  • Extensible field maps can be overridden
  • New Business Reporting Unit System (Chris T)
  • Replaces Projects and Departments
  • Business reporting units may be nested
  • Allows one to do funds accounting, track jobs separately from projects, etc
  • Report on any combination of business reporting units (up to one per class)

New in LedgerSMB 1.3.35 (Nov 4, 2013)

  • Fixed uninitialized value warnings when cached template enabled (Chris T)
  • Fixed error in logs about failed login during initial login (Chris T, 858)
  • Updated gnome2 stylesheet (Pongracz I)
  • Updated Hungarian translation (Pongracz I)
  • Fixed is_zero error on inventory activity report (Chris T)
  • Fixed bug 861, receipts saying "pay from" cash account (Chris T)
  • Dropped not null requirement on zip/mail codes (Chris T, 863)
  • Fixed on hold throwing http 500 errors (Chris T and Nick P, 872)
  • Fixed on hold not available for ar/ap transactions (Chris T, 838)
  • Fixed single payments screen confusing (Chris T, 856)
  • Fixed confusing error on tax form reports (Chris T, 883)
  • Fixed unable to edit quotation.tex (Chris T, 885)
  • Silenced warnings in Num2Text (Chris T)
  • Fixed blank weights sometimes making invoices unprintable (Chris T)
  • Fixed some bugs with SL2.8 to LedgerSMB upgrades (Chris T)
  • Fixed encoding errors after sending email (Chris T, 884)
  • Fixed spurious 0's in incorrect fields (Chris T, 889)
  • Copy to New no longer copies payments (Chris T)
  • Fixed '0' invoice number on customer history summary (Chris T)
  • Added 'created on' date to invoices (Pongracz I)
  • Condensed income statement and balance sheet for readability (Erik H)
  • Updated Hungarian Charts of Accounts (Pongracz I)

New in LedgerSMB 1.3.34 (Aug 29, 2013)

  • Fixed some SQL syntax issues on using overpayments (Chris T)
  • Fixed date range when clicking through income statement to gl (Chris T, 836)
  • Fixed invoice screens not recognizing default payment account (Chris T, 837)
  • Fixed gl report criteria lost when returning from transaction (Chris T, 839)
  • Fixed incorrect payment account info in invoice screen (Chris T)
  • Fixed on-hold handling for ar transactions (Herman V)
  • Fixed address handling rendering issues on invoices (Chris T)
  • Fixed error handling after state had been cleared (Herman V)
  • Updates to SQL-Ledger 2.8 migration script (Chris T)
  • Fixed income account tracking on assemblies screen (Erik H)
  • Fixed trouble emailing recurring transactions (873, Erik H)
  • Fixed saving company saving incorrectly to DB (886, John L)
  • Can now search for batches/drafts without specifying a class (Erik H)

New in LedgerSMB 1.3.33 (May 30, 2013)

  • Fixed interpolation in settings
  • Fixed Department dropdown ordering and selection
  • Fixed Project dropdown ordering and selection
  • Fixed UI inconsistency re: language dropdown
  • Fixed grants to menus (which can cause problems for submenus
  • Fixed tax boxes cannot be all unset
  • Project, serial number, and notes now appear initially
  • Fixed double-counting first date's balance on gl report
  • Fixed user creation failing on some timezones with some datestyles
  • Added secondary partnumber ordering to eca history report
  • Fixed default_reportable not respected for invoices
  • Fixed dropdowns not affecting date range in tax reports
  • Added missing taxincluded handling, added script to populate
  • Fixed code references stringified on LaTeX templates
  • Orders no longer change customer when changing date
  • Fixed toggling on-hold vendor invoices
  • Fixed disappearing addresses on update on invoice screen

New in LedgerSMB 1.3.32 (May 20, 2013)

  • Fixed em-dash handling for pdfs
  • Fixed multiple blank line handling for pdfs
  • Fixed multiple repeat entries in chart of accounts drop down
  • Fixed transaction list empty if searched by creditor name
  • Fixed cash transfer enforces ticked 'FX' boxes
  • Fixed extra newline-related errors in tex template engine
  • Reopen books now works again
  • Added address line to ar/ap transaction and invoice screens
  • Fixed draft review issues for Cash Transfer GL drafts
  • Added fx boxes for GL transactions
  • Fixed odd UI issues with voiding GL transactions
  • Fixed department dropdown not showing values
  • Fixed error causing Reconciliation.sql not to be loaded/reloaded
  • Added updated Hungarian charts of accounts

New in LedgerSMB 1.3.31 (May 2, 2013)

  • Removed spurious commit saving orders
  • Removed check for reversing too many sales, since this poses problems in corner cases with no good solutions
  • R5680-1, (tentatively) fixes to shipping/invoice onhand numbers
  • Fixed customer search showing sales rather than billing addresses
  • Fixed parts descriptions not showing on inventory actibity report
  • Fixed encoding issues when printing from the queue
  • Fixed spurious commit in Invoice Shipped
  • Fixed handling of long notes/descriptions on GL
  • Fixed handling of translation strings in Contact Search
  • Fixed handling of spaces in debit/credit cols/gl
  • Fixed handling of invoice numbers on recurring
  • Fixed language code changes delayed
  • Fixed order by on reconciliation screen not working
  • Fixed country changes to companies not saving
  • Fixed customer search on address data

New in LedgerSMB 1.3.30 (Mar 25, 2013)

  • Documented behavior of Outstanding Summary report
  • Fix for translations showing multiple types
  • Updated gnome.css
  • Fixed vendor cash account link not respected in payment interface
  • Updated INSTALL with "Actions for Fedora 18"
  • Fixed print and save buttons on orders
  • Fixing history report blank when no fx
  • More CSS hooks
  • Fixed DB API for reopening books
  • Fixed menu-selected vendors and customers not working
  • Fixed packing list not found in dropdown on invoices since 1.3

New in LedgerSMB 1.3.29 (Jan 24, 2013)

  • Added db routines for role backup and restore for shared hosting
  • environments (Chris T, 3598924, filed by Erik H)
  • Added provision in Makefile to instantiate pos.conf.pl if not exist (Chris
  • T, 3599945)
  • Fixed errors adding shipto on invoice screen (Chris T, 3599908)
  • Fixed permission denied errors adding translations (Chris T, 3599943)
  • Added version number to message at top of menu (Chris T, 3600009)
  • Added wrapper div around pricegroup field in contact screen to allow cssp,
  • Chris T.
  • Fixed inverted tax numbers in vendor taxable sales report (Chris T, 3600002)
  • Fixed cash/receipt and payment screen calculating to pay wrong (Chris T,
  • 3599995)
  • Fixed net-0 transactions not showing up on search (Chris T, 3600700)
  • Fixed incorrect recommendation in Makefile.PL (Chris T, h.t Havard S and
  • Robert C)
  • Fixed contact info addition workflow. Now entering multiple contact records
  • is not a total pain(Chris T)
  • Fixed lines 2 and 3 not showing on address div for contacts (Chris T)
  • Fixed credit limit not accounting for some payments (Chris T, 3600679)
  • Payments tables in invoice/transaction screens can be referenced in CSS
  • (Chris T)
  • Updated Hungarian translation (Pongracz Istvan)

New in LedgerSMB 1.3.28 (Jan 14, 2013)

  • Added db list to setup.pl when no db is entered and credentials allow login
  • to "postgres" db. (Chris T)
  • Added copy db utility to setup.pl for testing dbs (Chris T)
  • Fixing is_zero errors on ar/ap transaction screens w/tax incldued (Chris T)
  • Fixing csv ar transactions not showing taxes (Chris T, 3589640)
  • Fixing demo quotations having descriptions taking too much space (Chris T)
  • Moved to label/button system for deleting lines on invoices (Chris T)
  • Fixing extra blank lines showing up on ar/ap trans screen on save (Chris T)
  • Changing xetex demos to use Liberation font (Chris T, h/t Erik H)
  • Better appearance of customer history report filter screen (Chris T)
  • Fixed new Dynatable.tex not handling col ids with underscores (Chris T)
  • Fixed admin passwd reset directing to showing new user screen (Chris T)
  • Fixed admin passwd reset ineffective (Chris T, bug 3599803)
  • Fixed stylesheet cannot be set on preferences screen (Chris T, 3599804)
  • Moved Fixes.sql to top of LOADORDER to fix some upgrade issues (Chris T)
  • Fixing handling of unknown browsers in logout (Chris T, 3599930)
  • Fixed error generating invoice when mintax threshhold not met Chris T)

New in LedgerSMB 1.3.26 (Dec 27, 2012)

  • Added db statistics post-upgrade and pre/post rebuild (Chris T, 3586113)
  • Merged in fcgi support from addons (Chris T)
  • Clarified UI for changing password vs settings (Chris T, 3588810)
  • Fixed eca selection issues when creating invoices (Chris T, 3588301)
  • Added demo templates with for invoices with attached images (Chris T)
  • Fixed attached images not appearing in templates (Chris T)
  • Fixed projects not attached to customers lost 1.2-1.3 (Chris T, h/t Ario)
  • Fixed the rpm file to make a valid ledgersmb-httpd.conf (Havard S, 3593393)
  • Dropped seconds/subsecs from password expiration notice (Chris T, 3593963)
  • Fixed parts images not available from template. (Chris T, h/t Brian W)
  • Fixed fs_cssdir not handling trailing / properly (Chris T, h/t Nigel T)
  • Fixed file attachments not retrieving for all invoice parts (Chris T)
  • fixed file attachements for invoices not handling _ properly (Chris T)

New in LedgerSMB 1.3.25 (Dec 6, 2012)

  • Fixed internal server errors on LedgerSMB->error() during new() (Chris T)
  • Fixed pricematrix rows not showing where pricegroups are used (Chris T)
  • Fixed missing grant in some cases on cr_coa_to_account (Chris T)
  • Fixed letterhead not showing up on emailed invoices (Chris T, h/t Kevin B)
  • Fixed blank screen on posting AR/IS/OE via FCGI (Chris T)
  • Fixed ECA's not distinct on parts screen and search (Chris T, 3550075)
  • Fixed error saving imported user with no existing db role (Chris T, 3559844)
  • Added ar-transation.csv and ap-transaction.csvn templates (Erik H)
  • Fixed blank screen processing recurring transactiosn in fcgi (Chris T)
  • Removed blank/unused Contact/Employee dropdown on shipping screen (Chris T)
  • Fixed internal server errors retrieving taxes with invalid dates (Chris T)
  • Fixed taxform "default reportable" checkbox not persisted (Chris T, 3581310)
  • Fixed labelling of vendor column on taxform reports (Chris T, 3581317)
  • Fixed terms of sales/purchase order not respected (Chris T, 3581337)
  • Added Perl equivalent to prepare-company-database.sh (Chris T, 3551127)
  • Fixed prepare-company-database.sh, test getopt version. (Havard S, 3551127)

New in LedgerSMB 1.3.21 (Aug 1, 2012)

  • Added a default numberformat in Form.pm
  • Added a container div for theming saved and/or posted docs
  • Fixed an is_zero error saving purchase transactions
  • Fixed shipping selection not displaying customer info
  • Fixed shipping redirection not displaying orders
  • Recon screen now groups journal entries by transaction
  • Fixed empty string working as empty source for cash recon
  • Saving a part now returns to editing the same part
  • If pos.conf.pl is not found, now returns an intelligible error
  • Adding action/id div to top of many screens
  • File->get_for_template now gets most recent parts image
  • Fixed error on generate purchase orders
  • Fixed internal server errors with date parsing
  • Fixed "Directory Transversal Not Allowed w/fs_cssdir
  • Fixed customer/vendor cleared on ship/receive update
  • SECURITY FIX for System/Defaults denial of service advisory
  • Added missing ap_transaction_all role
  • Fixed internal server error setting up user in setup.pl
  • Performance fix for templates and format detection

New in LedgerSMB 1.3.20 (Jul 18, 2012)

  • Fixes for es_AR translation, duplicate keys removed (Andres B)
  • Demo templates provide better handling of paragraph breaks in notes (Chris T)
  • Fixed menu anomilies due to menu grants on sub-menus (Chris T)
  • Fixed unable to change order or delete it (Chris T, 3535856)
  • Fixed invalid syntax for integer on saving employee (Chris T)
  • Cleaned up dates lines on employee screen (Chris T)
  • Added access to parts.image for ar invoice, order, quote templates (Chris T)
  • Fixed error on redirect from attaching file to part (Chris T h/t Brian W)
  • Fixed inability to look up vendor by ECA with discounts (Erik H h/t Matt B)
  • Removed broken cash-basis reports (Chris T, h/t Jigme D
  • Backporting LedgerSMB::App_State to make other backports easier (Chris T)
  • Fixed Customer/Vendor search results unsorted (Chris T, h/t lbm, 3537592)
  • Income Statement/Balance sheet now pass through date ranges (Chris T)

New in LedgerSMB 1.3.19 (Jun 21, 2012)

  • New link for customer/vendor when not a dropdown
  • Removed file debugging code from file.pl
  • Fixed can void voids.
  • Fixed error on taxable sales report
  • Added missing localization calls to recon approval workflow
  • Clarified recon approval workflow
  • Fixed error editing non-existent localized template
  • Fixed show/hide logic on nav bar on Contacts screen
  • Fixed "Post as Shown" button not showing properly on AR/AP drafts
  • Added fs_cssdir config option for easier packaging
  • Fixed discarded input/bad label on 1.2 upgrade screen
  • Fixed encoding of attachment retrieval
  • Fixed missing grant on partsvendor_entry_id_seq
  • Fixed voiding invoice duplicates payment
  • Fixed CSV exports not having any data

New in LedgerSMB 1.3.18 (Jun 6, 2012)

  • Fixed missing template for CSV pricelists (Chris T)
  • Added ODS pricelists (Chris T)
  • Better CSV escaping (Chris T, h/t Erik H)
  • Fixed menu errors preventing quote/rfq template editing (Chris T, 3524793)
  • Fixed customer email not showing emailing statements (Chris T and Erik H)
  • Approved recon reports no longer show invalid balance info (Chris T,3518283)
  • CSS directory is now configurable (Chris T, 3516730, h/t Robert C)
  • Corrected cannot delete accounts (Chris T, 3529383, h/t David M)
  • Fixed ODS output broken due to missing export (Chris T)
  • Fixed button disable inverted (Chris T)
  • Fixed internal server error on requirements report (Chris T, h/t Nigel T)
  • Fixed formatting issues with long dates and ISO db dates (Chris T 3525843)
  • Removing XLS support which has been broken for some time (Chris T)
  • Fixes for slow menu performance on menu (Chris T)

New in LedgerSMB 1.3.15 (Apr 17, 2012)

  • Update WX POS (almost there) - readme and code
  • Adding Perl-based database-setup and teardown scripts
  • Corrected build issues w/Makefile due to inclusion of LedgerSMB.pm
  • ledgersmb.conf.default : Update default PATH
  • Fixed imballanced payments when early payment discount processed
  • Pricelists exportable as PDF and CSV
  • Fixed payment/receipts shows with 0 due/payment list
  • Correct POD spelling error in LedgerSMB/Form.pm
  • Fixed Reconciliation.sql not loading

New in LedgerSMB 1.3.14 (Mar 27, 2012)

  • Argentina (Spanish) translation and charts of accounts added.
  • Fixed errors saving when duedate is blank,
  • Corrected editing pos_invoice.txt whitelisting in front-end
  • Corrected erroneous directory transversal denial
  • Added recon data to Norwegian chart of accounts
  • Fixed some menu items disappearing after upgraded
  • Added default to country for initial setup
  • Added recon data to COA files for a few extra locales
  • Clarified error message when contrib scripts not found
  • Corrected warnings for missin glog initalization
  • XLS and ODS buttons are now disabled if prereqs are missing
  • Experimental support for migrating from SQL-Ledger via Setup.pl
  • Fixed POD issues with lsmb-request.pl
  • Fixed means of adding parts/editing pricelist missing
  • Fixed unknown db detected as SQL-Ledger
  • Fixed pos ignores pd_proto and always connects tcp
  • Error now displayed when currencies are not defined
  • Fixed "no obvious way to select credit account"
  • Added code to unlink backup files after sent
  • Added Gnome css
  • Update doc; UPGRADE & README.sql-ledger
  • Change logo to "new" design - rename old logo
  • POD corrections to correct for POD style guidelines

New in LedgerSMB 1.4 M1 (Mar 15, 2012)

  • General Enhancements:
  • scripts/files moved to make inheritance possible
  • PostgreSQL contrib dependencies removed, now require Pg 8.4
  • Performance enhancements on menu routines
  • Projects and Departments can now have subprojects and Departments
  • Project/department mechanism generalized to support funds, etc
  • Removed the Config::Std dependency and moved to Config::General
  • Improved error handling using Try::Tiny and die
  • Added +/- selection indicators to menu CSS
  • Added "dynatable.html" template that can be included in templates
  • Dynatable forms obtained through GET now show link back to form
  • LedgerSMB->error and Form->error now show db version and company
  • Simpler use of Log::Log4perl instead of LedgerSMB::Log
  • Changing all auth calls to hit postgres db instead of template1
  • Customer/Vendor Handling:
  • Added sales tax id and license number fields for companies
  • Simpified database schema
  • New CSV Import Module:
  • Imports GL transactions
  • Imports AP batches
  • Extensible
  • field maps can be overridden
  • New Business Reporting Unit System:
  • Replaces Projects and Departments
  • Business reporting units may be nested
  • Allows one to do funds accounting, track jobs separately from projects, etc
  • Report on any combination of business reporting units (up to one per class)

New in LedgerSMB 1.3.13 (Mar 14, 2012)

  • Reduced log messages when upgrading/creating db, for some log levels
  • Changed db setup not to use createdb for simple admin of pg_hba.conf
  • Corrected type = 'password' not handled properly in elements.html
  • Non-billable information now retained in db for timecards
  • Corrected character encoding/corruption issue with backup scripts
  • Changes in the single payment UI to minimize mouse movement
  • Adding link to employee edit screen from user page
  • Fixed: Can't designate managers
  • Can now skip adding the chart of accounts
  • Fixed: can't reconcile accounts in foreign currency
  • Fixed: Recon not setup for cash accounts in default COA
  • Corrected minor issue with demo sales quotation template

New in LedgerSMB 1.3.13 RC 1 (Mar 12, 2012)

  • Reduced log messages when upgrading/creating db, for some log levels
  • Changed db setup not to use createdb for simple admin of pg_hba.conf
  • Corrected type = 'password' not handled properly in elements.html
  • Non-billable information now retained in db for timecards
  • Corrected character encoding issue with backup scripts
  • Changes in the single payment UI to minimize mouse movements
  • Adding link to employee edit screen from user page
  • Fixed: Can't designate managers
  • Can now skip adding the chart of accounts
  • Fixed: can't reconcile accounts in foreign currency
  • Fixed: Recon not setup for cash accounts in default COA
  • Corrected minor issue with demo sales quotation template

New in LedgerSMB 1.3.12 (Mar 6, 2012)

  • Corrected processing of

New in LedgerSMB 1.3.12 RC 1 (Mar 2, 2012)

  • Corrected processing of

New in LedgerSMB 1.3.11 (Feb 15, 2012)

  • Fixed outstanding report for payment reversal and partial payments (Chris T)
  • Fixed handling of non-existing roles in menu grants (Chris T)
  • Added reverse_bank_recs setting for those that want to do recs from bank perspective (Chris T)
  • Added "bank register mode" for account transaction lists (Chris T)
  • Fixed join projection issue in draft search routine (Chris T)
  • Fixed prepare-database.sh for Pg 9.1 (Erik H)
  • Fixed Customer/vendor selection for dropdowns (Chris T)
  • Fixed some HASH() entries in CSV templates (Chris T)
  • Removed unnecessary shebang lines in scripts/files (Robert C)
  • Fixed GL recurring transaction not posting (Chris T)
  • Improved error handling when extensions/contrib scripts not found (Chris T)
  • Fixed multicurrency handling in bulk payment interface (Chris T and Erik H)
  • Corrected a number of number parsing/i18n issues (Herman V)
  • Corrected pos_cashier inadequate permissions (Chris T)
  • Corrected templates directive not handled properly (Chris T)

New in LedgerSMB 1.3.11 RC 1 (Feb 13, 2012)

  • Fixed outstanding report for payment reversal and partial payments (Chris T)
  • Fixed handling of non-existing roles in menu grants (Chris T)
  • Added reverse_bank_recs setting for those that want to do recs from bank perspective (Chris T)
  • Added "bank register mode" for account transaction lists (Chris T)
  • Fixed join projection issue in draft search routine (Chris T)
  • Fixed prepare-database.sh for Pg 9.1 (Erik H)
  • Fixed Customer/vendor selection for dropdowns (Chris T)
  • Fixed some HASH() entries in CSV templates (Chris T)
  • Removed unnecessary shebang lines in scripts/files (Robert C)
  • Fixed GL recurring transaction not posting (Chris T)
  • Improved error handling when extensions/contrib scripts not found (Chris T)
  • Fixed multicurrency handling in bulk payment interface (Chris T and Erik H)
  • Corrected a number of number parsing/i18n issues (Herman V)
  • Corrected pos_cashier inadequate permissions (Chris T)
  • Corrected templates directive not handled properly (Chris T)

New in LedgerSMB 1.3.10 (Jan 17, 2012)

  • Fixes for permissions for exchangerate table (Erik H)
  • Fixes for POS cashier permissions. (Chris T)
  • More Localization Fixes (Herman V)
  • Customer/Vendor Search now shows records without credit accounts (Herman V)
  • Better error handling contrib modules not found (Chris T)
  • pos.conf.pl no longer overwritten on upgrade (Chris T)
  • Fixed multi-currency single payment handling (Erik H / Chris T)
  • Fixed "New Window" not working (Erik H)
  • Fixed Pg 9.1 detection in setup.pl (Chris T and Pongracz I)
  • Fixed SQL error loading Utils.sql (Michael R)
  • Updated docs on foreign exchange settings (Erik H)
  • Fixed forex settings not saving on defaults screen (Chris T)
  • Formatted paid amount for payment screen (Herman V)
  • Fixed help message on prepare-database.sh (Michael R)
  • Fixed links on payment report (Erik H)
  • Added more forex documentation (Erik H)
  • Fixed UK chart of accounts VAT accounts (Erik H)
  • Fixed issues involving employee_id references (Erik H)
  • Fixed shipto menu (Erik H)
  • Fixed wrong orders showing up on ship/receive (Erik H)
  • Fixed Makefile.PL version info (Chris T)
  • Fixed HTML attribute quoting (John L and Erik H)

New in LedgerSMB 1.3.10 RC 2 (Jan 16, 2012)

  • Fixes for permissions for exchangerate table (Erik H)
  • Fixes for POS cashier permissions. (Chris T)
  • More Localization Fixes (Herman V)
  • Customer/Vendor Search now shows records without credit accounts (Herman V)
  • Better error handling contrib modules not found (Chris T)
  • pos.conf.pl no longer overwritten on upgrade (Chris T)
  • Fixed multi-currency single payment handling (Erik H / Chris T)
  • Fixed "New Window" not working (Erik H)
  • Fixed Pg 9.1 detection in setup.pl (Chris T and Pongracz I)
  • Fixed SQL error loading Utils.sql (Michael R)
  • Updated docs on foreign exchange settings (Erik H)
  • Fixed forex settings not saving on defaults screen (Chris T)
  • Formatted paid amount for payment screen (Herman V)
  • Fixed help message on prepare-database.sh (Michael R)
  • Fixed links on payment report (Erik H)
  • Added more forex documentation (Erik H)
  • Fixed UK chart of accounts VAT accounts (Erik H)
  • Fixed issues involving employee_id references (Erik H)
  • Fixed shipto menu (Erik H)
  • Fixed wrong orders showing up on ship/receive (Erik H)
  • Fixed Makefile.PL version info (Chris T)
  • Fixed HTML attribute quoting (John L and Erik H)

New in LedgerSMB 1.3.10 RC 1 (Dec 21, 2011)

  • Fixes for permissions for exchangerate table (Erik H)
  • Fixes for POS cashier permissions. (Chris T)
  • More Localization Fixes (Herman V)
  • Customer/Vendor Search now shows records without credit accounts (Herman V)
  • Better error handling contrib modules not found (Chris T)
  • pos.conf.pl no longer overwritten on upgrade (Chris T)
  • Fixed multi-currency single payment handling (Erik H / Chris T)
  • Fixed "New Window" not working (Erik H)
  • Fixed Pg 9.1 detection in setup.pl (Chris T and Pongracz I)

New in LedgerSMB 1.3.9 (Dec 15, 2011)

  • More logging enhancements (Herman V)
  • Translation fixes in tax form reports (Chris T)
  • Added accidently omitted 1099 forms (Chris T)
  • Fixed formatting issue in sales_quotation.tex (Chris T)
  • Better localization handling on logout (Herman V)
  • Better handling of successive logouts (Herman V)
  • Correcting some erroneous errors on db setup (Herman V)
  • Corrected error message in old handler (Herman V)
  • Reduced warnings in logs (Herman V and Chris T)
  • Corrected "Not a CODE reference" in payment processing (Herman V)
  • Corrected year/month not working on payment dropdowns (Herman V)
  • Can now be installed via RPM. (Chris T)

New in LedgerSMB 1.3.9 RC 1 (Dec 13, 2011)

  • More logging enhancements (Herman V)
  • Translation fixes in tax form reports (Chris T)
  • Added accidently omitted 1099 forms (Chris T)
  • Fixed formatting issue in sales_quotation.tex (Chris T)
  • Better localization handling on logout (Herman V)
  • Better handling of successive logouts (Herman V)
  • Correcting some erroneous errors on db setup (Herman V)
  • Corrected error message in old handler (Herman V)
  • Reduced warnings in logs (Herman V and Chris T)
  • Corrected "Not a CODE reference" in payment processing (Herman V)
  • Corrected year/month not working on payment dropdowns (Herman V)
  • Can now be installed via RPM. (Chris T)

New in LedgerSMB 1.3.8 (Dec 8, 2011)

  • Fixed duplicate key error saving taxes (Herman V)
  • Fixed not null violation when inserting bank acct w/o bic (Chris T)
  • Corrected fkey violation when attaching file to order (Chris T)
  • Moved language input on customer/vendor form for better display (Chris T)
  • Corrected binmode handling on templates (Herman V and Chris T)
  • File.sql now loads transactionally (Chris T)
  • OE no longer requires type input for editing orders/quotations (Chris T)
  • Fixed "no such file or directory found" error when logging db tasks (David B)
  • Logging improvements (Herman V)
  • Fixed company fax being printed under shipto (Herman V)
  • Fixed "File does not exist... [object HTMLButtonElement]" js error (Herman V)
  • Fixed timecard template headers not showing company name, etc (Chris T)
  • Fixed part account mappings broken after upgrade from 1.2 (Chris T)
  • Fixed quotation number increasing when saving existing quotation (Chris T)
  • Fixed invalid from address on backup routine (Chris T)
  • Fixed error "ERROR: lower bound of FOR loop cannot be null" (Chris T)
  • Updated documentation regarding retaining old migrated data (Herman V)
  • Fixed duplicate sessions created on login (Herman V)

New in LedgerSMB 1.3.8 RC 1 (Dec 6, 2011)

  • Fixed duplicate key error saving taxes (Herman V)
  • Fixed not null violation when inserting bank acct w/o bic (Chris T)
  • Corrected fkey violation when attaching file to order (Chris T)
  • Moved language input on customer/vendor form for better display (Chris T)
  • Corrected binmode handling on templates (Herman V and Chris T)
  • File.sql now loads transactionally (Chris T)
  • OE no longer requires type input for editing orders/quotations (Chris T)
  • Fixed "no such file or directory found" error when logging db tasks (David B)
  • Logging improvements (Herman V)
  • Fixed company fax being printed under shipto (Herman V)
  • Fixed "File does not exist... [object HTMLButtonElement]" js error (Herman V)
  • Fixed timecard template headers not showing company name, etc (Chris T)
  • Fixed part account mappings broken after upgrade from 1.2 (Chris T)
  • Fixed quotation number increasing when saving existing quotation (Chris T)
  • Fixed invalid from address on backup routine (Chris T)
  • Fixed error "RROR: lower bound of FOR loop cannot be null" (Chris T)
  • Updated documentation regarding retaining old migrated data (Herman V)

New in LedgerSMB 1.3.7 (Dec 1, 2011)

  • Database:
  • Added foreign key of entity_credit_account.language_code (Herman V)
  • Corrected permissions issue for editing assembly (Chris T)
  • Code and Administration:
  • Exposed LedgerSMB::Sysconfig::tempdir to configuration file (Herman V)
  • Fixed invoice tempfiles never being cleaned up (Herman V)
  • Fixed LedgerSMB.pm warnings during tests (Herman V)
  • Backup functionality moved to database administration interface (Chris T)
  • Whitespace adjustment in Pg-database (Herman V)
  • New form unsets $form->{header} to avoid lack of headers (Herman V)
  • User Interface:
  • Fixed pricelist button (customer/vendor) producing error (Chris T)
  • Fixed date error when processing recurring transactions (Chris T)
  • Corrected 'Invalid Year-end filter' when exporting trial balance (Chris T)
  • Correcting errors attaching and retriving URL attachments (Chris T)
  • Correcting parse errors in pos_template.txt (Chris T)
  • Database administration interface more consistent (Chris T)
  • Corrected Action not defined error on asset import (Chris T)
  • Default language handling for invoices (Herman V)
  • Fixed LaTeX errors in timecard templates (Chris T)
  • Fixed error when batch printing timecards (Erik H)
  • Fixed menu reversal with batch printing (Erik H)
  • Removed broken edit buttons on bank account tab of contacts form (Chris T)
  • Corrected UI glitches involving adding employee contact info (Chris T)
  • Corrected missing translation call in contact template (Chris T)
  • Corrected UI glitch when processing recurring transactions (Chris T)
  • Corrected double escaping bug in balance sheet template (Erik H)
  • Corrected filtering of customers/vendors on AR/AP screens (Chris T)
  • Added logged in username to setup utility confirm operation screen (Chris T)
  • Corrected sales tax issue for sales/purchase orders (Herman V)
  • Logging:
  • Allow log-level to be set from config file (Herman V)
  • Correcting history.css not found (Chris T)
  • Reduced warnings in logs (Chris T)
  • Logging enhancements (Herman V)
  • Corrected error regarding css file not found (Erik H)
  • Corrected global.css not found error (Chris T)

New in LedgerSMB 1.3.3 (Nov 1, 2011)

  • Fix for being unable to delete AR/AP drafts (Herman V)
  • Additional button cleanup (Herman V)
  • Fix for is_zero issue with latest Math::BigFloat in AR/AP trans (Chris T)
  • Fix for inability to save employee country (Chris T)
  • API inconsistency fixed (Chris T)
  • Fix for translation string standardization (Herman V)
  • Fix for AP posting issue with 1.000,00 number format (Herman V)
  • More number format fixes (Herman V)
  • Database upgrade within 1.3 now possible from setup.pl (Chris T)
  • Corrected Norwegian tax rates (Erik H)

New in LedgerSMB 1.3.2 (Oct 25, 2011)

  • Fixed a few files where suExec fixes were not applied (Chris T)
  • Fixed erroneous buttons marked "Save and Post" showing up (Chris T)
  • Corrected test cases so they do not fail w/o optional LaTeX mods (Chris T)
  • Made errors saving chart of accounts entry more friendly (Chris T)
  • Fixed permissions issue involving yearend (Chris T)
  • Fixed filename issue in install.sh (Chris T)
  • Fixed stylesheet/salutations display issue in user editing screen (Chris T)
  • Correcting LedgerSMB.pot (bug reported by Herman V) (Chris T)
  • Documented parameterized translation syntax for .po files (Herman V)
  • Added en_GB and en_US to language table for new installations (Chris T)
  • Added check for system configuration before tests begin (Chris T)
  • Clarified password reset interface for user management (Chris T)
  • Added notes on installing on Ubuntu 11.10 (Frans S)
  • Correcting some issues with Perl 5.12 and Math::BigInt (Herman V)

New in LedgerSMB 1.3.0 (Oct 11, 2011)

  • Security:
  • Security is now robustly enforced on the db level (Chris T and Josh D)
  • New user interface to manage users (Chris T and Aurynn)
  • Separation of Duties:
  • Separate permissions for entry and posting to the books.
  • Voucher/Batch system (Chris T)
  • Draft system for unapproved transactions (Chris T)
  • Reconciliation is now subject to separation of duties (Chris T and Aurynn)
  • End of Year:
  • Close books and end of year transactions at once (Chris T and Aurynn)
  • Cannot close books where unapproved transactions are before yearend(Chris T)
  • Yearend/closed books now creates balance checkpoints for better performance
  • (Chris T and Aurynn)
  • The prohibition against entering transactions into closed period enforced
  • on a database level.
  • General Ledger/Journal:
  • GL reports filter by account (Chris T)
  • GL reports account is ajax-style autocomplete (John W)
  • Journal Entry screen now uses AJAX-style autocomplete for accounts (Chris T)
  • GL reference now populated by default in the initial screen (Chris T).
  • Files can be attached to financial transactions (Chris T)
  • AR/AP:
  • Files can be attached to AR/AP transactions (Chris T)
  • Project numbers can be displayed on AR/AP transactions report (Chris T)
  • Reconciliation:
  • Reconciliation is on new codebase!
  • Redesigned workflow (Chris T and Aurynn)
  • Optimized for high volumes (1000 transactions or more per run, Chris T)
  • Plug in model for bank import scripts (Chris T and Aurynn)
  • Payments:
  • Payments are on new codebase!
  • Redesigned bulk payment workflow/UI (Chris T)
  • Bulk payment optimizations for high volumes (5000 invoices per run, Chris T)
  • Redesigned single payment workfow/UI (David M)
  • Contact Handling:
  • Contacts are now on new code base!
  • Customers/Vendors Now Can Be Tracked Together (Josh D, Chris T, Aurynn)
  • Multiple addresses and contact info stored per account (Josh D and Chris T)
  • Multiple read-only notes per account (Josh D, Chris T, and Lacey P)
  • Multiple bank accounts per customer/vendor account (Josh D and Chris T)
  • Track 1099 or equiv. forms for customers/vendors (Chris T and John W)
  • Invoicing:
  • Can now set sales tax amounts and rates per invoice if necessary (Chris T).
  • Files can be attached to invoices (Chris T)
  • Invoices can be placed on hold (Chris T)
  • Fixed Assets:
  • New Feature!
  • Group assets into classes to depreciate together (Chris T)
  • Depreciate assets using straight-line depreciation (Chris T)
  • Plugin model for time- or production-based depreciation methods (Chris T)
  • Dispose of assets --- full and partial disposal supported (Chris T)
  • Net Book Value Report (Chris T)
  • Development:
  • New API structure for new code (Entire Team)
  • Better error handling/display (Jason and Chris T)
  • Errors logged to httpd error log (Chris T)
  • Cleaned up file structure for charts of accounts (Chris T)
  • New UI and template system using TT (Seneca)
  • Form.pm deprecated. New Object Oriented and data-driven model (Chris T)
  • Added ledgersmb-smallgray.css (Jeff K)
  • Stored procedure-based ORM for data model encapsulation in db (Chris T)
  • Many small forms moved to templates (Seneca)
  • Greatly expanded test cases (Chris T and Seneca)
  • Misc:
  • Timecard lists project descriptions as well as numbers (Chris T)
  • Invoices can now be put on hold (Aurynn)
  • New CLI database creation routines (Jeff K)
  • New web-based db creation routines (Sadashiva A)
  • Database:
  • Redesigned database schema for contacts (Josh D)
  • Redesigned database schema for chart of accounts (Chris T)
  • Redesigned database schema for reconciliation (Aurynn and Chris T)
  • Redesigned database schema for payments (David M)

New in LedgerSMB 1.3.0 Beta 4 (Jul 4, 2011)

  • Corrected error for cases where no buttons occur on GL Journal Entry screen
  • (Chris T)
  • Corrected a number of warnings for Perl 5.12 (Chris T and Jeff K)
  • Corrected a number of UI issues with HST migtation (Chris T)
  • Corrected erroneous test case failures due to erroneous order of regexp's in
  • test cases

New in LedgerSMB 1.2.21 (Mar 18, 2010)

  • Corrected a number of templates with HTML issues (Luke)
  • AR/AP Aging Report fixed, ignores payment after report date (Chris T)
  • Minor documentation updates (Chris T)
  • Fixed bug saving SIC (Adam T)

New in LedgerSMB 1.2.20 (Mar 12, 2010)

  • Commented out credits in ledgersmb-blue.css
  • Corrected encoding in Latvian chart of accounts (Janeks)
  • Minor fixes to release notes (SF User akaihola)
  • Exchange rate fix (SF User Anarcat)
  • Fixed whitespace handling in admin.pl when saving permissions (Chris T)

New in LedgerSMB 1.2.18 (Mar 25, 2009)

  • Corrected httpd configuration bit.
  • COGS fix for return handling.
  • Cumulative tax handling fix for Quebec users.

New in LedgerSMB 1.2.17 (Nov 20, 2008)

  • Corrected "Attempt to free unreferenced scalar" error
  • Corrected order consolidation item notes replaced with qty
  • Corrected "Access Denied" when deleting user
  • Corrected defaults not saving properly when not already in db
  • Corrected undefined dbh when generating sales orders

New in LedgerSMB 1.2.16 (Oct 24, 2008)

  • Correcting "Attempt to free unreferenced scalar" error on 5.10.0
  • Correcting "Access Denied" when searching for timecards