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LedgerSMB 1.9.8 released
by Erik Huelsmann 03 Feb '22

03 Feb '22

The LedgerSMB development team is happy to announce yet another new version of its open source ERP and accounting application. This release contains the following fixes and improvements: Changelog for 1.9.8 * Fix regression in editing e-mail fields being discarded (#6168) * Fix regression in CSV download report being mostly empty (#6389) * Fix authentication failure returning incorrect HTTP error number (#6380) For installation instructions and system requirements, see https://github.com/ledgersmb/LedgerSMB/blob/1.9.8/README.md The release can be downloaded from our download site at https://download.ledgersmb.org/f/Releases/1.9.8 The release can be downloaded from GitHub at https://github.com/ledgersmb/LedgerSMB/releases/tag/1.9.8 Or pulled from Docker Hub using the command $ docker pull ledgersmb/ledgersmb:1.9.8 Or alternatively from GitHub Container Repository using $ docker pull ghcr.io/ledgersmb/ledgersmb:1.9.8 These are the sha256 checksums of the uploaded files: 79771d2ff354e81f1e7bdd9e910ebdf9573b1eb053012222fc03c76990087424 ledgersmb-1.9.8.tar.gz 4486af371ba01b53caa68a63a3f44727b299ab9a13f6d3ab28a34ef317968d13 ledgersmb-1.9.8.tar.gz.asc

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Re: Template error: Printing Report to PDF or CSV
by Erik Huelsmann 20 Jan '22

20 Jan '22

On Thu, Jan 20, 2022 at 4:11 PM Erik Huelsmann <ehuels(a)gmail.com> wrote: > > Hi Ismail, > > > > We upgraded our LedgerSMB from 1.6 to 1.8 recently. Since the upgrade we could no longer print to pdf or csv. When we try, we get "Template error: file error - display_report: not found at lib/LedgerSMB/Template.pm line 566.". We are getting the same error with LedgerSMB version 1.9.2 and 1.96. but our version 1.6 still works ok. > > > > This is caused by the fact that "downloadable reports are now stored > in the database for customization" as per the release notes > (https://ledgersmb.org/index.php/content/18-release-notes) > > I'd like to direct your attention specially to the "Note for > upgrades", which says that the reports need to be either re-imported > or uploaded into the database. If you have customized document > templates in place, you better upload the missing templates one-by-one > through the System > Templates menu. The minimum set of templates to > import/upload would be "Balance Sheet", "Income Statement" and > "Reports". > > After you have imported/uploaded these, you should be fine with the > report output. > > > Regards, > > -- > Bye, > > Erik. > > http://efficito.com -- Hosted accounting and ERP. > Robust and Flexible. No vendor lock-in. -- Bye, Erik. http://efficito.com -- Hosted accounting and ERP. Robust and Flexible. No vendor lock-in.

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Template error: Printing Report to PDF or CSV
by itadebayo＠gmail.com 20 Jan '22

20 Jan '22

Hi all, We upgraded our LedgerSMB from 1.6 to 1.8 recently. Since the upgrade we could no longer print to pdf or csv. When we try, we get "Template error: file error - display_report: not found at lib/LedgerSMB/Template.pm line 566.". We are getting the same error with LedgerSMB version 1.9.2 and 1.96. but our version 1.6 still works ok. Kindly assist to resolve this issue. Thanks. Ismail

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questions re: inventory and inventory management
by o1bigtenor 19 Jan '22

19 Jan '22

Greetings Looking at the possible use of ledgersmb. Inventory and inventory management get to be quite useful in such is used (not to necessary for consulting firms though - - grin!). I can't find any screenshots or any information in the manual I can find online regarding this area. Anyone have some text/pics so that I can access what ledgersmb does? TIA

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LedgerSMB 1.9.7 released
by Erik Huelsmann 19 Jan '22

19 Jan '22

The LedgerSMB development team is happy to announce yet another new version of its open source ERP and accounting application. This release contains the fix for a dataloss issue that was reported to us two days ago. The issue concerns the deletion of batches, which causes loss of information linking payments to the transactions being paid. This issue is present in all 1.8 releases before 1.8.25 and all 1.9 releases before 1.9.7. Additionally, it contais the following fixes and improvements: Changelog for 1.9.7 * Fix clearing To/Cc/Bcc/... fields which were cleared in the UI (#6168) * Fix invoice amounts for invoices generated from orders (#6125) * Fix saving purchase orders as invoices (#6341) * Require gain/loss account setup to post FX transaction payments #6360) * [DATALOSS] Fix deletion of any batch removing payment information (#6368) For installation instructions and system requirements, see https://github.com/ledgersmb/LedgerSMB/blob/1.9.7/README.md The release can be downloaded from our download site at https://download.ledgersmb.org/f/Releases/1.9.7 The release can be downloaded from GitHub at https://github.com/ledgersmb/LedgerSMB/releases/tag/1.9.7 Or pulled from Docker Hub using the command $ docker pull ledgersmb/ledgersmb:1.9.7 These are the sha256 checksums of the uploaded files: f1fc0faf40b5a9f925e35ffc2718cbe1ac9d744db0f0ce8863fa604c93fca375 ledgersmb-1.9.7.tar.gz abf7f430b68cd703a435d317ec49ba4d62ad53af5425ef53d6785d86366002c6 ledgersmb-1.9.7.tar.gz.asc

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LedgerSMB 1.8.25 released
by Erik Huelsmann 19 Jan '22

19 Jan '22

The LedgerSMB development team is happy to announce yet another new version of its open source ERP and accounting application. This release contains the fix for a dataloss issue that was reported to us two days ago. The issue concerns the deletion of batches, which causes loss of information linking payments to the transactions being paid. This issue is present in all 1.8 releases before 1.8.25. Additionally, it contais the following fixes and improvements: Changelog for 1.8.25 * Fix batch details printing throwing a PSGI error (#6325) * Fix saving of AR/AP vouchers throwing errors (#6327) * Fix account initialization in tax calculation module (#6335) * Require gain/loss account setup to post FX transaction payments (#6360) * [DATALOSS] Fix deletion of any batch removing payment information (#6368) For installation instructions and system requirements, see https://github.com/ledgersmb/LedgerSMB/blob/1.8.25/README.md The release can be downloaded from our download site at https://download.ledgersmb.org/f/Releases/1.8.25 The release can be downloaded from GitHub at https://github.com/ledgersmb/LedgerSMB/releases/tag/1.8.25 Or pulled from Docker Hub using the command $ docker pull ledgersmb/ledgersmb:1.8.25 These are the sha256 checksums of the uploaded files: 185d12a8f4e75b8c519042b98e0c7e2142193b2c3c4874fc2eaea193c61f2f24 ledgersmb-1.8.25.tar.gz c5438af7ccddda0aa0d485df6d077624df5b65c2a436df041023b19b19dca76e ledgersmb-1.8.25.tar.gz.asc

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LedgerSMB 1.7.38 released
by Erik Huelsmann 19 Jan '22

19 Jan '22

The LedgerSMB development team is happy to announce yet another new version of its open source ERP and accounting application. This release contains the following fixes and improvements: Changelog for 1.7.38 * Fix batch details printing throwing a PSGI error (#6325) * Fix saving of AR/AP vouchers throwing errors (#6327) * Fix account initialization in tax calculation module (#6335) For installation instructions and system requirements, see https://github.com/ledgersmb/LedgerSMB/blob/1.7.38/README.md The release can be downloaded from our download site at https://download.ledgersmb.org/f/Releases/1.7.38 The release can be downloaded from GitHub at https://github.com/ledgersmb/LedgerSMB/releases/tag/1.7.38 Or pulled from Docker Hub using the command $ docker pull ledgersmb/ledgersmb:1.7.38 These are the sha256 checksums of the uploaded files: fcb593db1760ad37f1d428f657fecb4a34361bf62db8e320b271128d666a0969 ledgersmb-1.7.38.tar.gz 91697911649244be9628261914279dd8691de1d3e043904ca50a68388d678c07 ledgersmb-1.7.38.tar.gz.asc

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Fwd: Questions
by Erik Huelsmann 06 Jan '22

06 Jan '22

With permission of Johann, I'm forwarding the mail below to the public mailing list for inclusion in the list archive: There are a number of answers which might benefit other (potential) users. ---------- Forwarded message --------- From: Erik Huelsmann <ehuels(a)gmail.com> Date: Sun, Jan 2, 2022 at 10:37 PM Subject: Re: Questions Hi Johann, Thank you for your patience while you waited for my reply. Christmas and New Year's are traditionally busy times and this year even more so. > I have attempted to configure your program. I include some questions > (some daft ones - but rather safe than sorry) that I would appreciate > some answers on before embarking on a more comprehensive evaluation. No problem. Happy to answer. Before I do, one question though: generally I tend to handle as many replies as possible through public channels so others can benefit from the replies. There are cases where details can't be shared. I do handle those through private communications channels, including private e-mail. These are very often linked to (paid) support requests though. Is there a compelling reason to stay private? Or can we share our conversation with other (potential) users for their benefit? > Which version is the most up to date and stable one for such an > evaluation as I would not like to get bogged down with testing at this > stage? Depending on which features you want to use, I'd advise you to use 1.8: 1.9 has had a few changes where people are currently experiencing problems when converting orders to invoices. Other than that, I'm not aware of any problems with 1.9 which would prevent you from getting your testing done. > Questions: > 1. As no COA for my country is available I had to create a new Chart of > accounts from scratch. > I also had to specify the currency as ZAR > The tax tables were also created with corresponding tax accounts in the > GL. > Are the above sufficient to have a program fully functional for > evaluation or are other country > specific modules also required to be installed? There are no further requirements to use the application for your country. However, other configuration may be required to take advantage of certain functions in the application: In order to track outstanding receivables and payables, you need to create "Contacts" and within them "Accounts" as one example. > 2. Must the user entering transactions be listed as an emplyee? Currently, in order to be able to log in, you need to create an employee for every user. That's correct. (It's something which I want to change, but it's how it is today.) > 3. When creating a part I would assume that the choice exists to enter a > mark up% or a selling price > but not both as these could in some instances contradict each other when > cost prices change? That does sound how it should work, but I just ran some tests and it's not how it actually works: the markup is calculated from the last cost and the sellprice: I entered a sellprice of 12 and then purchased at 8. When I returned to the part definition screen, the markup showed 50%. > Furthermore must the list and selling prices be vat inclusive? That's not how I use the application. There's a checkmark on the customer which indicates "Tax included", but I think it's impractical to use it on customers (on vendors it's a different story), because then sometimes the prices will be regarded as being VAT inclusive and on other customers, they will be regarded as VAT exclusive, because you can only register one sellprice (not one with and one without VAT; nor can you indicate in the part that the price is VAT inclusive). > 4. I was able to generate tax inclusive and exclusive Purchase Orders > depending on how the > Vendors were configured. Is this observation correct or does the program > only allow for tax > inclusive processing. Pardon this dumb question. I really hope it is > permissible! This is a completely correct observation. > 5.When creating GL accounts I also included Heading accounts. Presumably > these will reflect the > totalled balances of the child and other heading accounts of which it is > a parent? That's correct. You will find that both for the PnL and the balance sheet reports the headings will be presented with the totals of the children. > 6. When recording a purchase several workflows seem possible: > 6.1When no warehousing or goods – receive work flow is present an > invoice can be generated from > the PO? That's correct: you can generate an invoice from the order directly for the amount received. Once you post the invoice, items will be added to inventory (without a specific warehouse). The number of items entered in the "Rec'd" column will be taken out of the outstanding order. > 6.2 An invoice for a vendor can be generated from within the AR menu > where a PO number is > required in the input? A specific PO is not required in this case. The goods will simply be added to the inventory when the the invoice posts. To be explicit: when you *do* enter a PO number, this workflow leaves the PO untouched -- it does *not* reduce the number of items outstanding in the PO. > 6.3 When using the goods receive workflow (Goods – Transfer) which is > useful for a picking list > workflow to be included, is it only permissble when a warehouse has been > defined or can it be used > without the existence of any warehouses? (as would be the case for a > small business) The Goods > Transfer workflow is intended to move stock between warehouses. If you want to use picking list type workflows for shipping to customers, I would recommend using orders and the shipping menu (Shipping > Ship for customer shipments ; Shipping > Receive for vendor shipments). > 6.4 When is the Stock account in the GL updated – only once an invoice > for the vendor has been > posted? Yes. And it's decremented when the inovice for the customer has been posted. I've contemplated making a difference between "being in stock" and "being in inventory" where the former would be "available in the warehouse" and the latter "accounted for in the balance sheet". But I think that's too complex for most smaller businesses, although, if you think differently, I'd love to hear your opinion too. Regards, -- Bye, Erik. http://efficito.com -- Hosted accounting and ERP. Robust and Flexible. No vendor lock-in. -- Bye, Erik. http://efficito.com -- Hosted accounting and ERP. Robust and Flexible. No vendor lock-in.

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LedgerSMB 1.9.6 released
by Erik Huelsmann 05 Jan '22

05 Jan '22

The LedgerSMB development team is happy to announce yet another new version of its open source ERP and accounting application. This release contains the following fixes and improvements: Changelog for 1.9.6 * Populate more fields in batch approval details report (#6271) * Fix error when posting an invoice created from an order (#6280) * Fix saving invoices and transactions as part of vouchers (#6327) * Fix printing batch details from batch details approval screen (#6324) For installation instructions and system requirements, see https://github.com/ledgersmb/LedgerSMB/blob/1.9.6/README.md The release can be downloaded from our download site at https://download.ledgersmb.org/f/Releases/1.9.6 The release can be downloaded from GitHub at https://github.com/ledgersmb/LedgerSMB/releases/tag/1.9.6 Or pulled from Docker Hub using the command $ docker pull ledgersmb/ledgersmb:1.9.6 These are the sha256 checksums of the uploaded files: 8748d005601557a690898758c06a3c7a88c3b3130ca778a53ade630a46e1a342 ledgersmb-1.9.6.tar.gz 97fb3bbfa6ce1cc4a52eab767bf65ec7780935132263db73ab3c45eee45de920 ledgersmb-1.9.6.tar.gz.asc

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modified GIFI codes
by o1bigtenor＠gmail.com 29 Dec '21

29 Dec '21

Greetings I would like to add invoicing to my business system. In my AP I'm using GIFI codes modified to look like xxxx.xx.xx.xx so that I can get the granularity that I want. Does LedgerSMB tolerate AP numeric codes with more than 4 digits (like my 10 (with spacers - - - much easier to read that way!!))?

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