Release notes#
Version 7.4.0 - 2024-11-04#
Bug fixes (see mercurial logs for details)
Replace minimal by universal chart of account
Allow copying move from closed period
Replace Accounting Party by Accounting group
Version 7.2.0 - 2024-04-29#
Bug fixes (see mercurial logs for details)
Convert recursive calls of reconcile accounts wizard into loop
Remove active field on journal - period
Allow modifying period dates with moves
Version 7.0.0 - 2023-10-30#
Bug fixes (see mercurial logs for details)
Add support for Python 3.12
Use origin description as fallback description
Post write-off and exchange moves when reconcile posted lines
Post cancelled, grouped, rescheduled and delegated moves
Rename close state to closed
Ask for date when creating move from template
Add receivable/payable to company
Version 6.8.0 - 2023-05-01#
Bug fixes (see mercurial logs for details)
Support reconcile lines with currency exchange
Add reconcile and unreconcile from general ledger lines
Always raise exception when fiscal year or period are not found
Remove support for Python 3.7
Add support for Python 3.11
Add reversal option when cancelling move
Add cumulative balance to payable/receivable lines
Rename reconciliation name to number
Accrue and allocate rounding errors when there are multiple taxes
Use match pattern to find journal
Display general ledger information on account form
Version 6.6.0 - 2022-10-31#
Bug fixes (see mercurial logs for details)
Add wizard to delegate move lines to another party
Support date range context for account type amount
Use context model for chart of accounts and taxes
Version 6.4.0 - 2022-05-02#
Bug fixes (see mercurial logs for details)
Prevent creating fiscal year before closed one
Add automatic reconciliation of suggestions
Prevent to change the type of journal with posted moves
Mute reconciled payable/receivable lines
Add delegated amount on move lines
Enforce same type for children account as their parent
Show debit / credit columns in ledgers when they contain lines
Count number of lines in Account and General Ledger
Handle errors in move template expression
Rename split lines into reschedule lines
Add optional credit type on account
Always require a date to compute taxes
Add support for Python 3.10
Remove support for Python 3.6
Version 6.2.0 - 2021-11-01#
Bug fixes (see mercurial logs for details)
Add origin record name property on move line
Add group to edit accounting of parties
Rename lock buttons into lock_
Add split lines wizard
Validate that all inactive accounts have no balance when closing periods
Version 6.0.0 - 2021-05-03#
Bug fixes (see mercurial logs for details)
Add check to mark types as debt
Add relate from party to general ledger accounts
Accumulate start balance on general ledger line
Print general journal from moves
Add reconciliation sequence to configuration
Add report for income statement and balance sheet
Allow filtering general ledger by journal
Add journal context to Move.query_get
Add reconciliation to general ledger line
Make move’s journal read-only once numbered
Add more term units to aged balance
Version 5.8.0 - 2020-11-02#
Bug fixes (see mercurial logs for details)
Remove support for Python 3.5
Allow defining the tax date on taxable lines
Add General Ledger per account and party
Add start/end date to tax rule line
Test for lines to reconcile before showing the next account
Version 5.6.0 - 2020-05-04#
Bug fixes (see mercurial logs for details)
Order account by its code and name
Add optional debit type on account
Show the move resulting from the GroupLines wizard
Allow periods to end on any day of the month
Use a wizard to select parameters when creating periods
Modularize code in GroupLines wizard
Version 5.4.0 - 2019-11-04#
Bug fixes (see mercurial logs for details)
Add default customer and supplier tax rule
Update sequence name in renew fiscal year
Make tax required on tax line
Use today as default date when inside the period
Version 5.2.0 - 2019-05-06#
Bug fixes (see mercurial logs for details)
Add group lines wizard
Manage delegate reconciliation
Remove starting wildcard when searching on codes and numbers
Remove display balance
Merge account kind and account type
Add origin on move line
Base journal cash report on account kind receivable and payable
Version 5.0.0 - 2018-10-01#
Bug fixes (see mercurial logs for details)
Set party required on account payable and receivable of party
Add writeoff method
Remove default account from journal
Add replacement account
Add period on account and tax code
Add template override mechanism to tax rules and tax rule lines
Remove support for Python 2.7
Remove journal type
Version 4.8.0 - 2018-04-23#
Bug fixes (see mercurial logs for details)
Use tax code line for tax reporting
Use custom clause for Tax Code sum
Add check to modify Tax Lines
Check receivable/payable to erase party
Open general ledger accounts from Income Statement relate
Add warning when creating a second chart of account
Manage chart update per record
Allow to reconcile many group of lines with Line.reconcile
Version 4.6.0 - 2017-10-30#
Bug fixes (see mercurial logs for details)
Allow to keep original taxes when applying a tax rule
Add legal notice on taxes
Ease creation of new fiscalyear
Drop required on party payable and receivable accounts
Make tax description translatable
Add searcher on General Ledger
Add from and to date to General Ledger and Income Statement
Add move filtering on date range
Simplify default values for move line
Version 4.4.0 - 2017-05-01#
Bug fixes (see mercurial logs for details)
Add definitive lock of period and fiscal year
Version 4.2.0 - 2016-11-28#
Bug fixes (see mercurial logs for details)
Add test wizard for taxes
Remove journal view
Add amount second currency on Account
Enforce second currency on Account
Remove code from Fiscalyear and Period
Remove journal option for updating posted moves
Replace Journal-Period name by function field
Manage readonly state on Move Line
Add comparison amount on Balance Sheet and Income Statement
Version 4.0.0 - 2016-05-02#
Bug fixes (see mercurial logs for details)
Move tax Rounding configuration from account_invoice
Get the tax type from the base sign: The tax signs for credit note must be inverted manually.
New reports design: General Ledger, Trial Balance and Aged Balance
Add Python3 support
Merge Third Party Balance into Aged Balance
Add date to Aged Balance
Add date on Reconciliation
Version 3.8.0 - 2015-11-02#
Bug fixes (see mercurial logs for details)
Make Chart of Account not translatable
Add Journal Cash reporting
Version 3.6.0 - 2015-04-20#
Bug fixes (see mercurial logs for details)
Add support for PyPy
Add move template
Improve payable/receivable lines
Enforce same sign between amount_second_currency and debit - credit
Allow tax modifying the unit price
Add reverse_compute on Tax
Add fix_party script
Allow to display only the balance in the General Ledger
Add TaxableMixin
Allow to set a description to cancel move
Version 3.4.0 - 2014-10-20#
Bug fixes (see mercurial logs for details)
Add option on Account for party required
Add wizard to reconcile all accounts
Add cancel to Account Move
Version 3.2.0 - 2014-04-21#
Bug fixes (see mercurial logs for details)
Add start/end date to tax
Use account of write-off journal as default
Add write-off journal type
Add description on write-off move
Version 3.0.0 - 2013-10-21#
Bug fixes (see mercurial logs for details)
Add balance non-deferral wizard
Display write-off amount in reconciliation
Enforce same company for a chart of account
Change tax percentage into rate
Autoreconcile posted move with just one line of zero
Remove centralised counterpart option and functionality
Version 2.8.0 - 2013-04-22#
Bug fixes (see mercurial logs for details)
Make period’s post_move_sequence optional and use fiscal year’s one if empty
Add sale, purchase or other kind on Tax Rule and Tax Group
Version 2.6.0 - 2012-10-22#
Bug fixes (see mercurial logs for details)
- Rename:
Move.name into number
Move.reference into post_number
MoveLine.reference into description
Remove name and active on move line
Add origin field on Move
Compute the aged balance over all fiscalyears and reverse dates order
Add cumulate option for Debit/Credit on Account
Allow to open accounts from balance sheet
Add start/end balance to Trial balance
Version 2.4.0 - 2012-04-23#
Bug fixes (see mercurial logs for details)
Add new account type stock
Version 2.2.0 - 2011-10-24#
Bug fixes (see mercurial logs for details)
Add test creation of minimal chart of accounts
Version 2.0.0 - 2011-04-27#
Bug fixes (see mercurial logs for details)
Version 1.8.0 - 2010-11-01#
Bug fixes (see mercurial logs for details)
Version 1.6.0 - 2010-05-11#
Bug fixes (see mercurial logs for details)
Add description field on account.tax.code.template and account.tax.code
Add tax field on account.tax.line
Remove unique constraint on tax group code column
Add default search value on account move
Remove egenix-mx-base and replace it by python-dateutil
Improve General Ledger to compute lines for each accounts at once
Version 1.4.0 - 2009-10-19#
Bug fixes (see mercurial logs for details)
Add origin_tax field on account.tax.rule
Change get_receivable_payable on party.party to work with a list of name
Remove blocked field on account.move.line
Fix digits of amount on tax and tax line
Version 1.2.0 - 2009-04-20#
Bug fixes (see mercurial logs for details)
Add tax rule to replace vat and supplier_vat on party Previous vat configuration will be lost
Allow to update chart of account from template
Change sequence on Journal into Property for multi-company
Allow egg installation
Version 1.0.0 - 2008-11-17#
Initial release