Roadmap

More features & changes

• Adapted the Terms of Service (entry about API)

• Discount can be defined for people (and categories)
• Discount on item can override discount on total
• For collective entries you can now enter a general business partner as well as business partner per item
• Support for larger numbers
• Article numbers now inexactly searchable (part of the number)

Fixes

• Fixed: Conflict when two people have the same name (first name, last name and company name are the same)
• Fixed: Document templates not sortable
• Fixed: Antivirus applications like Avira Antivir or Kaspersky block the login page (false positive)
• Fixed: Uploaded image is not validated for Locations
• Fixed: Report "Result by articles per person": Category filter doesn't work correctly
• Fixed: Report "Result by articles per person": Unit is not displayed
• Fixed: Orders: Next step / Continue does not work when switching between Sales and Purchase, and all items are manual (not from inventory)
• Fixed: Page numbers move the centered footer text on the document
• Fixed: Profile doesn't save when pressing ENTER in a password field
• Fixed: Various exceptions

• Fixed: JavaScript error when loading currency in order document
• Fixed: Opening book entries fail when profit/loss allocation entries exist in the same fiscal period
• Fixed: QR invoice must have a white background and cover any kind of set background (e.g. letter paper)
• Fixed: Error when deleting a fixed asset with purchase book entry
• Fixed: Order document cannot be found via QR reference number

More features & changes

• Inventory stock now allows up to 8 decimal places
• Renamed VAT no. in UID
• For order documents the last booking date now determines if the document is still displayed in the next period, no longer the last modification date
• Account statements: If only one account is displayed then already expanded
• In the country field you can now search for the country in multiple languages and variations (e.g. "USA" as well as "United States" will find the country)
• The login / sign-up screen is now optimized for Mobile (the application remains not)

Fixes

• Fixed: Rounding is lost sometimes when editing the document in the detail view (Orders)
• Fixed: Inactive tax rates are suggested in the journal import
• Fixed: Sometimes the wrong account is loaded in Settings / Default accounts
• Fixed: Address variable no longer wraps (due to double escaping)
• Fixed: Tax rate is displayed on the document even though it's 0.00

More features

• PRO: More users & organizations can be bought directly now
• Settings redesigned
• Order edit dialog redesigned
• Article custom fields can be inserted in Order items via variable
• Up to 8 decimal places for currency exchange rates (previously 5)
• URL in custom field is automatically linked (in table)
• Orders: Open amount now corresponds to the entire order
• Account 9900 removed from default chart of accounts
• Table export as PDF: Texts in rows now vertically aligned to top, not centered
• Variable names displayed in custom fields table
• Article reports: Unit column now displayed
• All types of sequence numbers selectable anywhere via Dropdown
• Sequence number is incremented even if not default
• Variables in sequence number pattern unified ($x anstatt %X)
• Sequence number names now multilingual
• Attachment for improvement suggestions
• Article units now editable and multilingual
• Orders: "Configure" button now opens the order category directly
• Order category: Book entry template can now be created without account
• In the Journal import sequence numbers are now automatically assigned and incremented
• Orders: Sales tax / VAT now displayed in items table
• Orders: Dossier menu improved (totals / open)
• Notes and Recurrence now directly editable in table (mouse-click on notes icon)

Fixes

• Fixed: Column sorting is remembered but not applied upon first loading
• Fixed: Currency exchange rate does not refresh when date changes (in order document)
• Fixed: Orders: Detail view: New book entry does not refresh the document
• Fixed:Google Chrome Autofill/Autocomplete interferes with some fields
• Fixed: Reports: Column title not correct when showing hidden columns
• Fixed: Wrong accounts/taxes when continuing sales document as purchase document
• Fixed: Translation field: Language label conceals the text (Firefox)
• Fixed: If "Add" button is focused in a dialog and you hit ENTER, it saves the dialog
• Fixed: Sporadic "... already referenced" error when deleting entries (even though not referenced)
• Fixed: Journal: Import window cannot be closed (unexpected error)
• Fixed: Key figures report: First row is not displayed if it's not a title
• Fixed: Wrong order in account dropdown when opening account journal
• Fixed: Download of order document changes "Last updated" date
• Fixed: Hyperlinks in notes do not work (cannot be clicked)
• Fixed: When editing the custom address from within a document, the category field displays the ID
• Fixed: Security vulnerability XXE (XML External Entities) in CAMT importer
• Fixed: Unexpected error in vCard import (NPE)
• Fixed: Memory leak from the HtmlEditor (notes, etc.)
• Fixed: Crash, when text tab is open in order document and switching to another module and back
• Fixed: Reports: Period menu displays "More" even though it's empty
• Fixed: Address that is created on-the-fly in order document is not applied
• Fixed: Invite user: First e-mail address is ignored in some cases
• Fixed: Image size for logo not restricted (now max. 2500px)
• Fixed: Journal: In CAMT files entries are not necessarily sorted by date which makes the prognosed balance incorrect

More features

• Hide account numbers in balance sheet / profit and loss statement reports
• Reference can now be entered in a payment
• Invoices: Exchange difference is automatically booked if the payment has a different currency exchange rate
• Variables of an order document now available in the item name & description
• Number of selected entries now displayed in every table
• Thai Baht exchange rates
• Payment book entries of orders directly deletable in the Journal
• Balance progression report now cumulative for expenses, revenues
• Keyboard shortcuts for various actions
• Date created, last updated: Time now displayed as well
• Accounts and order documents in reports are now linked (open the account journal resp. the document)
• New fonts for document templates: All Open Sans styles, and new font: Oswald
• Company field in person: You can now choose from existing companies
• Attachments for support requests
• Orders: Cancel recurrence (under More)
• Account statements report: Account range can now be entered more flexible
• New column for People: Website URL

Fixes

• Fixed: Google Chrome Autocomplete messes up various fields

• Fixed: When changing the person in an order document the address is not changed
• Fixed: Various JavaScript error messages from Promises
• Fixed: Edit and delete buttons should not be displayed if the user doesn't have the corresponding access rights
• Fixed: Address in purchase invoices not yet switched by default
• Fixed: Inactive accounts should not be displayed in the Chart of accounts report

More features

• Sub-totals for assets and liabilities in the balance sheet (before profit/loss)
• New columns address, zip, location for the reports Revenue by customers / Expense by vendors (hidden by default)
• Info, which user has last downloaded or sent an order document
• Account numbers no longer restricted to 5 characters (now 20)
• HTTP 2.0 for the server communication (better performance)
• From-address can now be changed when sending e-mails (order documents)
• New variables for the formula field: Years, months, weeks, days, hours, minutes, seconds (useful for the Key figures report)
• More consistent behaviour: Double-click of entries generally opens the edit dialog

Fixes

• Fixed: Sorting of table reports doesn't work anymore
• Fixed: Error when importing vCards with mistakes (more robust now)
• Fixed: Deposit slip should work the other way around as well (vendor to me)
• Fixed: Export of Key figures report to Excel, CSV doesn't always work
• Fixed: Text alignment centered/right sometimes doesn't work in the PDF
• Fixed: Underlined text sometimes doesn't work in the PDF
• Fixed: Selecting and deleting multiple reports and sets sometimes throws an error
• Fixed: When copying a report it says "Edit" in the dialog title
• Fixed: "You do not have the required permission for this action" when deleting my organization
• Fixed: Newly created book templates in the order category only appear after reloading CashCtrl
• Fixed: Order category: Status: Action field already filled when creating a new Status