Release Notes

Current latest version is: 0.5.78

Susan.one version 0.5.78

Released • May 26, 2023

Fixes

  1. Fixed prepared payrolls list view, where data was not displayed

Susan.one version 0.5.77

Released • May 26, 2023

New Features

  1. On payroll confirmation, the user can define the payroll-covered month and number of cut off
  2. On adding a calendar entry, holiday type can be selected
  3. On selecting the date for the daily time record, the record type is automatically suggested by the information from the calendar
  4. Added employee bank name, bank account, and RDO code (PH) to the employee's import file

Improvements

  1. When the absence record is the same as any existing record, a duplicate icon is displayed

Fixes

  1. Fixed calendar event tab name on editing the event
  2. Fixed employee's data export to Excel file

Susan.one version 0.5.76

Released • May 18, 2023

New Features

  1. Added more leave types

Improvements

  1. Searching for an employee by a partial search term of their ID
  2. Improvements in pay slip total earnings value
  3. Import will be canceled when there is any error on import file

Susan.one version 0.5.75

Released • May 12, 2023

Fixes

  1. Fixed employee searching

Susan.one version 0.5.74

Released • May 12, 2023

New Features

  1. Added monthly payroll register report by department, location, and employee

Improvements

  1. Employee allowances are included in total earnings on the pay slip

Fixes

  1. Fixed employee absences report where the data of the previous day was shown on the 31st of the month
  2. Fixed paid leaves handling on payroll preparation
  3. Night shift earnings now displayed correctly on the pay slip

Susan.one version 0.5.73

Released • May 4, 2023

New Features

  1. Added bank name to employee card
  2. Added option to define taxable incomes
  3. Added setting to define a maximum annual limit for non-taxable benefits

Improvements

  1. The employee's list is paginated
  2. Displaying amounts with thousand separators on payslips (PH)
  3. Added gross pay to pay slip pdf file
  4. Displaying withholding tax % on the withholding table

Fixes

  1. Fixed absences total selection in payroll preparation when payroll frequency is set

Susan.one version 0.5.72

Released • Apr 27, 2023

Improvements

  1. Pay rate codes are displayed on the pay rates list
  2. Changed hourly rate calculation on fixed monthly salary employees
  3. Added a thousand separators to the Payroll Register Excel report

Fixes

  1. The misleading duplicate record warning has been removed from the daily time records list

Susan.one version 0.5.71

Released • Apr 19, 2023

New Features

  1. Importing locations and departments from employee's import when location or department does not exist
  2. Changed default pay rates (PH)
  3. Added codes to pay rates (PH)
  4. Added Payroll Register import (PH)
  5. Added updated PhilHealth table (PH)
  6. Added updated Personal Income Tax (PH)

Improvements

  1. When a location is deleted, employees from the deleted location are updated
  2. Import will be canceled when there is any error on employees or daily time records import
  3. Added notification when new PhilHealth table is available
  4. Added notification when new Personal Income Taxes are available
  5. On saving payroll preparation, search filters are updated automatically
  6. Overtime rates renamed to Pay Rates
  7. Updated payslips

Fixes

  1. Included tardy to period absences

Susan.one version 0.5.70

Released • Apr 6, 2023

New Features

  1. Added company locations register
  2. Ability to set the employee's default location
  3. Added locations to daily time records

Improvements

  1. All overtime rates can be imported with daily time record import
  2. Payroll can be prepared only with one payroll frequency

Fixes

  1. The application update option is removed in offline mode
  2. Fixed multiple daily time records removing

Susan.one version 0.5.69

Released • Mar 22, 2023

New Features

  1. Allowing update application before signing in
  2. Added employee absences report

Improvements

  1. Changed date format to ISO 8601 standard in daily time records import (YYYY-MM-DD)
  2. Absences and tardies values are rounded to 2 decimal places
  3. Displaying skipped rows reasons on daily time records import

Fixes

  1. Employees associated with the user can't be deleted
  2. Showing the "Departments" register when the license is Susan.one Payroll
  3. Fixed multiple daily time records removing

Susan.one version 0.5.68

Released • Jan 25, 2023

New Features

  1. Added night shift pay
  2. Displaying customer or vendor names in general ledger rows
  3. Added data filter by customer or vendor to invoice, purchase invoice, and sales receipt
  4. Resigned employees are not displayed by default in the employees list

Improvements

  1. On adding daily time records, employee deductions, and absence, resigned employees can't be selected

Fixes

  1. Fixed payroll calculation where the same month's previous payroll didn't use Pag-Ibig calculation
  2. Fixed sorting employees by name
  3. Fixed account total in the general ledger

Susan.one version 0.5.67

Released • Jan 17, 2023

New Features

  1. Added option to confirm multiple prepared reports
  2. Added export to Excel (xlsx) to most of the reports

Improvements

  1. Allowed to generate BIR2316 for all employees (PH)
  2. Updated withholding tax table (PH)
  3. Updated SSS Contributions (PH)
  4. Display notification when withholding tax rates are changed

Susan.one version 0.5.66

Released • Dec 23, 2022

New Features

  1. Added BIR form no 1604-C Alphalist (PH)

Improvements

  1. Added employee ID to employees list

Fixes

  1. Fixed application menu for accounting licenses

Susan.one version 0.5.65

Released • Dec 16, 2022

New Features

  1. Added new license type ACCOUNTING
  2. Added employee status label to employees list

Improvements

  1. Allowed to search employees by ID
  2. Improved wordings

Fixes

  1. Fixed login modal when wrong credentials were used twice

Susan.one version 0.5.64

Released • Nov 25, 2022

New Features

  1. New accounting and payroll reports module
  2. Added reports preparation and confirmation
  3. Added BIR 1604-C report (PH)

Susan.one version 0.5.63

Released • Nov 7, 2022

New Features

  1. Added purchase invoice print preview
  2. Payslips can be stored in individual PDF files
  3. Added close options to the bookmarks bar
  4. Added save & confirm option to sales receipt

Improvements

  1. Fitting long values on document templates (e.g. addresses)
  2. Auto-complete inputs show the default result when the item is selected
  3. Only non-cash payment methods can be selected upon adding a new bank account
  4. The login screen remembers last used company/account
  5. The user rights tab is the first active tab on creating the user

Susan.one version 0.5.62

Released • Oct 31, 2022

Fixes

  1. Fixed UI loading when the selected theme was not stored

Susan.one version 0.5.61

Released • Oct 5, 2022

New Features

  1. Added new menu item "List of reports", where most of the reports can be easily found
  2. Added option to set receivables and payables accounts to customer and vendor
  3. Added cash flow statement setup to accounts
  4. Added a new local setting to disable the creation of customer and vendor receivables and payables accounts
  5. Added journal entry date field to purchase invoice, if the expense is from the previous period
  6. Added previous employer data form to employee card
  7. Added BIR 2316 form (PH)

Improvements

  1. Displaying icon on accounts list, when the account has been archived
  2. Allowed to filter employee time activities by department

Fixes

  1. Fixed customer and vendor editing, where the country was not stored

Susan.one version 0.5.60

Released • Sep 19, 2022

New Features

  1. Allowed deleting multiple employee time activities
  2. Added option to add expanded withholding tax to purchase invoice row (PH)
  3. Added option to manually insert expanded withholding tax amount (PH)
  4. Added option to confirm payment on adding or editing payment
  5. Added locations to the company
  6. Added company location data to employee authentication QR code

Fixes

  1. Fixed default bank service fee account
  2. Fixed journal entry delete when it's related to expense report

Susan.one version 0.5.59

Released • Aug 23, 2022

New Features

  1. Show notification when the updated SSS Contribution Schedule is available (PH)

Improvements

  1. Mandatory Provident Fund data is included in payroll calculations (PH)
  2. Updated the font used in reports

Susan.one version 0.5.58

Released • Aug 17, 2022

Fixes

  1. Fixed inventory report using multiple warehouse
  2. Fixed detailed inventory movement using multiple warehouses
  3. Fixed cost of goods sold report using multiple warehouses

Susan.one version 0.5.57

Released • Jul 22, 2022

Fixes

  1. Fixed situation, where the user was able to execute license activation multiple times

Susan.one version 0.5.56

Released • Jul 15, 2022

Improvements

  1. Do not show number sequences on payroll type license users

Fixes

  1. Fixed adding new warehouse when documents do not exist

Susan.one version 0.5.55

Released • Jul 14, 2022

Improvements

  1. Updated default expanded withholding tax list (PH)

Fixes

  1. Fixed stocktaking list sorting
  2. Fixes stocktaking confirmation

Susan.one version 0.5.54

Released • Jul 12, 2022

New Features

  1. Added support for multiple warehouses
  2. Added waybills
  3. Added inventory reports from different warehouses
  4. Added stocktaking report

Improvements

  1. Product group can have default warehouse
  2. Inventory reports show only items with a non-zero quantity
  3. Added barcode scanner support for stocktaking
  4. Using FIFO (First In, First Out) method for calculating inventory value when warehouses exist

Fixes

  1. Show correct notifications on switching between user accounts
  2. Removed bank and cash register information from the dashboard (Payroll license)
  3. Allowed search product by code on documents

Susan.one version 0.5.53

Released • Jun 16, 2022

New Features

  1. Added company country and employee work time information to QR code

Improvements

  1. Calculated minutes to hours on payroll preparation
  2. Updated SSS contribution schedule (PH)

Susan.one version 0.5.52

Released • Jun 03, 2022

New Features

  1. A QR code has been added to the employee for authentication with the coming mobile application

Improvements

  1. Updated SSS contribution schedule (PH)
  2. Updated PhilHealth contribution rates (PH)

Susan.one version 0.5.51

Released • May 18, 2022

New Features

  1. Added import and export of customers from xlsx file
  2. Added import and export of vendors from xlsx file
  3. Added import and export of fixed assets from xlsx file
  4. Added import and export of employees from xlsx file
  5. An active accounting year must exist before entry can be saved
  6. Added default accounting year to the new account
  7. Added items export to xlsx file
  8. Added payee and receiver to the payments list

Improvements

  1. Import result will display skipped rows with reasons
  2. Adding accounting years with overlapping dates is not allowed
  3. Allowed download example import file before every import

Susan.one version 0.5.50

Released • Apr 28, 2022

New Features

  1. The account owner can log in to Susan.one's application with Susan.one credentials
  2. Added button to add new product group to items add/edit view

Improvements

  1. Moved the TIN field to the main view of company data (PH)
  2. Initial authentication does not require access requests anymore
  3. Documents number sequence will be added to the initial user automatically
  4. Added default items (products and services)

Fixes

  1. Removed initial balance debit and credit amounts from the general ledger

Susan.one version 0.5.49

Released • Apr 06, 2022

Fixes

  1. Fixed database locking on journal entries delete

Susan.one version 0.5.48

Released • Mar 28, 2022

New Features

  1. Added exporting to MS Excel to the income statement

Improvements

  1. Click on the income statement row will open the general ledger

Fixes

  1. Fixed situation, where corrupt or empty license file stopped application to run
  2. Fixed income statement accumulated accounts totals on expenses & losses

Susan.one version 0.5.47

Released • Feb 4, 2022

Improvements

  1. Added possibility to "Save and confirm" purchase invoices
  2. Improved invoices and purchase invoices list filter logic after actions
  3. Improved filtering logic on confirming the documents

Fixes

  1. Removed payroll additional data overwrite on payroll confirmation
  2. Fixed scrolling on notification messages

Susan.one version 0.5.46

Released • Feb 3, 2022

New Features

  1. Added new dashboard widgets

Fixes

  1. Fixed journal entry delete when entry is related with invoice or purchase invoice
  2. Included deminimis total amount to SSS contribution calculation (PH)

Susan.one version 0.5.45

Released • Feb 1, 2022

New Features

  1. Added option to print journal entry
  2. Added option to make a copy of the account
  3. Added option to print trial balance

Improvements

  1. Scrolling content to page previous position on return to the page

Susan.one version 0.5.44

Released • Jan 31, 2022

Improvements

  1. Show the totals of changes in the balance sheet
  2. Added accumulated totals to incoming statement long version

Fixes

  1. Fixed value display in the balance sheet when the value was less than zero

Susan.one version 0.5.43

Released • Jan 28, 2022

Improvements

  1. Allow insert documents to the previous period (using correct number sequence)

Fixes

  1. Fixed purchase invoice confirmation

Susan.one version 0.5.42

Released • Jan 27, 2022

Improvements

  1. Display entry number in the general ledger and open entry on row click

Fixes

  1. Fixed error when number sequence is not set

Susan.one version 0.5.41

Released • Jan 26, 2022

New Features

  1. Added statement of accounts
  2. Confirmed invoice can be exported to Excel
  3. Added Cash Receipt

Improvements

  1. Display entry number in the general journal and open entry on row click
  2. Added VAT amount to expense item row
  3. Show reg.no or TIN in customers and vendors row

Fixes

  1. Fixed document date on expense report row
  2. SSS calculation is based on the Gross Compensation

Susan.one version 0.5.40

Released • Jan 18, 2022

New Features

  1. Added hidden configuration parameters: DISABLE_SYNC, DATABASE_LOCATION, LICENSE_LOCATION
  2. Allow float type discounts
  3. Included allowances of the employee to gross compensation
  4. The initial cash register will be inserted automatically on the new account

Improvements

  1. Checking system configuration before login

Fixes

  1. Fixed inventory account selection on document row
  2. Fixed bank service fee on purchase invoice payment
  3. Fixed basic pay when inputting holiday and employee has fixed monthly salary
  4. Fixed invoice and purchase invoice remove - included payment entries will be removed as well

Susan.one version 0.5.39

Released • Nov 1, 2021

Fixes

  1. Calculate 13th month pay from basic pay (Philippines)
  2. Fixed monthly salary rounding has been set more accurate

Susan.one version 0.5.38

Released • Oct 21, 2021

New Features

  1. Added calendar component
  2. Added wizard to help quickly navigate to important setups
  3. Vacation and sick days are displayed on separate lines in the payslip (EE)
  4. Added the possibility to handle unpaid sick days

Improvements

  1. On adding absent by default employee full-day is selected
  2. Vacation and sick reports are displayed in days
  3. Clicking on the stocktaking row opens the product card

Fixes

  1. Fixed PhilHealth contribution calculation on payroll adjustments

Susan.one version 0.5.37

Released • Oct 11, 2021

New Features

  1. Added 13th Month Pay (PH)

Fixes

  1. Check invoice number sequence before saving and confirming document

Susan.one version 0.5.36

Released • Oct 8, 2021

New Features

  1. Added income statement detailed view

Improvements

  1. Possible to confirm the draft status invoice
  2. Multiple page invoice print

Fixes

  1. Fixed trial balance display

Susan.one version 0.5.35

Released • Oct 7, 2021

New Features

  1. Display journal entry information with confirmed documents
  2. Added option to confirm invoice on create

Improvements

  1. Items are pagginated

Susan.one version 0.5.34

Released • Sept 30, 2021

Fixes

  1. Removed dependencies validation on deleted records synchronization

Susan.one version 0.5.33

Released • Sept 21, 2021

New Features

  1. Added initial user rights definitions to users
  2. Added unit and product group to items import
  3. Implemented user rights to all settings

Improvements

  1. Added item code uniqueness validation before insert new item
  2. Added expense report data to VAT returns and VAT declaration reports

Fixes

  1. Fixed comma usage in expense report row
  2. Fixed case, where payroll used deleted deminimises
  3. Removed basic pay recalculation before sending to UI

Susan.one version 0.5.32

Released • Sept 15, 2021

New Features

  1. Added new options on employee card to define whether the employee has SSS, PhilHealth, PagIBIG or not (PH)

Fixes

  1. Fixed manual adjustments in payroll

Susan.one version 0.5.31

Released • Sept 8, 2021

New Features

  1. Added Estonian payroll support

Fixes

  1. Fixed copy from invoice where the customer was not included

Susan.one version 0.5.30

Released • Sept 1, 2021

New Features

  1. Separated taxable and tax VAT Codes on VAT

Fixes

  1. Fixed payroll view when opened from some other tab
  2. Fixes issue, where deleted de-minimis amounts where retured to payroll calculation

Susan.one version 0.5.29

Released • Aug 30, 2021

New Features

  1. Added VAT Codes
  2. Added option to link VAT code with VAT rate
  3. Added Value-Added Tax declaration

Susan.one version 0.5.28

Released • Aug 23, 2021

New Features

  1. Added initial BIR 1605C report (PH)

Improvements

  1. Update vacation and sick leave report when new data is available

Susan.one version 0.5.27

Released • Aug 5, 2021

New Features

  1. Making a copy of the existing invoice

Improvements

  1. Invoices and sales receipts are sorted by date and number in desc

Susan.one version 0.5.26

Released • Jul 27, 2021

Fixes

  1. Fixed payment locations list loading
  2. Fixed opening balances to support both comma and dot-separated numbers

Susan.one version 0.5.25

Released • Jul 23, 2021

New Features

  1. Added accumulated totals to income statement
  2. Added settlements service

Susan.one version 0.5.24

Released • Jul 21, 2021

New Features

  1. Display previous data and changes in balance sheet
  2. Display number of entries and rows in general journal

Improvements

  1. Added prior retained earnings account to default chart of accounts. Removed dividends from chart of accounts

Fixes

  1. Fixed journal entry delete when entry is from opening balance
  2. Fixed general ledger initial balances

Susan.one version 0.5.23

Released • Jul 19, 2021

Fixes

  1. Manual adjustments removed from PHIC contributions calculation

Susan.one version 0.5.22

Released • Jul 15, 2021

Improvements

  1. Removed account type restriction from invoice and purchase invoice

Fixes

  1. Fixed receipt number sequence assignment to the user
  2. Fixed salary adjustments in unconfirmed payrolls

Susan.one version 0.5.21

Released • Jul 8, 2021

Fixes

  1. Fixed error on opening balance save, where it failed after a change in the data model

Susan.one version 0.5.20

Released • Jul 6, 2021

Fixes

  1. Fix zero tax in expense report confirmation

Susan.one version 0.5.19

Released • Jul 6, 2021

Fixes

  1. For monthly salary, paid absents are not included in payroll as extra but already included in the salary (PH)
  2. Updated translations

Susan.one version 0.5.18

Released • Jun 25, 2021

Fixes

  1. The overtime hourly rates are calculated separately from regular hours when the employee has a monthly fixed salary

Susan.one version 0.5.17

Released • Jun 18, 2021

New Features

  1. Monthly salary cut-offs amounts depend on pay frequency and the amounts are divided equally (PH)
  2. On deduction report, deductions can be filtered additionally by deduction type to get summarised data
  3. Deduction name is included in deduction report

Fixes

  1. Fixed double entry issue on forms confirmation

Susan.one version 0.5.16

Released • Jun 11, 2021

New Features

  1. Added option to print draft invoices

Fixes

  1. Fixed document templates price value

Susan.one version 0.5.15

Released • Jun 7, 2021

New Features

  1. Added expense report of reporting entities

Fixes

  1. Sort customers and vendors by name

Susan.one version 0.5.14

Released • Jun 1, 2021

Improvements

  1. Checking purchase invoice duplication by vendor, number, and date
  2. Added payment service fee to purchase invoice payment confirmation

Fixes

  1. Fixed journal entries date on document or payment confirmation

Susan.one version 0.5.13

Released • May 17, 2021

Fixes

  1. Fixed employee search from employees list

Susan.one version 0.5.12

Released • May 5, 2021

New Features

  1. Added employee deductions report

Fixes

  1. Removed Pag-IBIG (PH) deductions from totals in withholding taxes report and Pag-IBIG (PH) report

Susan.one version 0.5.11

Released • Apr 27, 2021

Fixes

  1. Fixed synchronization with multiple pages
  2. Fixed PHIC (PH) calculation on semi-monthly payrolls

Susan.one version 0.5.10

Released • Apr 26, 2021

Improvements

  1. Added totals to Pag-IBIG (PH), PHIC (PH), SSS (PH) and payroll tax reports
  2. Display synchronization progress on login

Fixes

  1. Fixed inventory movement report
  2. Fixed issue where scrolling content was disabled after initial synchronization

Susan.one version 0.5.9

Released • Apr 23, 2021

New Features

  1. Added payroll adjustment
  2. Added leave to employee
  3. Added leave paramenter to absence
  4. Added paid absences to payroll
  5. Added deminimis groups
  6. Added vacation and sick report
  7. Added check for vacation and sick leave to make sure if absence is allowed for employee
  8. Deducted deminimis from basic pay on payslip

Improvements

  1. Added UUID's to every entity
  2. More detailed payslip (PH)
  3. Changes in users module force an immediate synchronization
  4. Login to account will force an immediate synchronization

Fixes

  1. Changed PhilHealth (PH) report - monthly basic value to come from basic pay not compensation

Susan.one version 0.5.8

Released • Apr 7, 2021

New Features

  1. Added tabbed view to employee, items, customer, vendor and fixed item view
  2. Added row totals amount to invoices, purchase invoices, sales receipts, payments, etc

Improvements

  1. Updated translations
  2. Better visuals for payments and journal entry

Fixes

  1. Correct date format for EE accounts
  2. Fixed customer name display in sales receipts and purchase invoices
  3. Reverted payrolls to version 0.5.3 state

Susan.one version 0.5.7

Released • Mar 31, 2021

New Features

  1. Added stocktaking component
  2. Added option to remove account from login page

Improvements

  1. Improved default data restore (data is deleted only when it's needed)

Fixes

  1. Fixed relational data delete
  2. Fixed application close on Windows OS after update
  3. Fixed inventory reports (inventory report, detailsed inventory movement and cost of goods sold)

Susan.one version 0.5.6

Released • Mar 24, 2021

New Features

  1. On adding a new account to the local machine, the account holder can approve or decline access from https://susan.one
  2. Service fee can be set on payment

Fixes

  1. Fixed journal entry on payment without reference document

Susan.one version 0.5.5

Released • Mar 22, 2021

New Features

  1. Added Susan support since OS X 10.11

Improvements

  1. Sorting certificates on login alphabetically

Fixes

  1. PhilHealth will be calculated from basic pay (PH), not from taxable income
  2. Number sequence service synchronization
  3. Fixed adding department on employee card
  4. Fixed duplicate time activities upon deleting the activity
  5. Fixed regular hours display in payroll details

Susan.one version 0.5.4

Released • Mar 16, 2021

New Features

  1. Exporting employees to Excel
  2. Added departments component
  3. Added position field to employee
  4. Added functionality, that corrects payroll dependencies in compatibility service to remove any payroll discrepancies

Improvements

  1. Display company name on window title
  2. Added ordering by range start for SSS ranges (PH)
  3. Segmented basic pay and overtime pay portions for display purposes
  4. Added ordering by name to payroll, PHIC (PH), Pag-Ibig (PH), SSS (PH) and payroll tax form

Fixes

  1. Fixed license error handling display issue when adding a new license
  2. Fixed error in payrolls when data from the same month before was queried
  3. Fixed employee time activities import, when the employee has not been released

Susan.one version 0.5.3

Released • Mar 9, 2021

New Features

  1. Added lock icon to time activity if it is used in a payroll (even unconfirmed)
  2. Added fixed salary support
  3. Added number sequence service for invoice and sales receipts numbering
  4. Time activities import to excel file

Improvements

  1. Hide save and delete buttons for time activity edit if time activity in use in a payroll
  2. Prepare payroll now preserves search criteria when navigating other tabs (enables live updates)
  3. Balance Sheet short and long version

Fixes

  1. Fixed rounding issue when calculating payment amount with extended withholding tax (PH)
  2. Fixed filtering by employee in deminimis data entry
  3. Fixed payroll taxes calculation in each cutoff
  4. Fixed payroll period filter when other tab was opened

Susan.one version 0.5.2

Released • Feb 18, 2021

Fixes

  1. Fixed PDF download and printing

Susan.one version 0.5.1

Released • Feb 16, 2021

Improvements

  1. Updated database engine to allow more than 999 requests
  2. Pagination is set to time activities list
  3. A progress message is displayed when calculating salaries

Fixes

  1. Updated time activities import documentation
  2. Absences and tardies import from the correct column
  3. Display correct application version numbers on logout

Susan.one version 0.5.0

Released • Feb 5, 2021

New Features

  1. Duplicate entries on the time activities list are marked with the icon
  2. Show import result after time activities import
  3. Click on the balance sheet will open general ledger with selected account and date range
  4. Show system information on the help page (OS, version, etc)
  5. Show notification when default accounts have not been set
  6. Added extended withholding tax to payments (Philippines)
  7. Added products import from xlsx file
  8. Added units to fixed assets

Improvements

  1. Dashboard data is loaded in the background
  2. Less important action buttons are displayed more modestly
  3. Automatic scroll to top on settings view
  4. A maximum of 500 entries will be synchronized to the server at one time
  5. Updated application menu
  6. Modified application main menu

Fixes

  1. Fixed float type conversion in time activities import
  2. Fixed discount calculation, when discount not set

Susan.one version 0.4.11

Released • Jan 13, 2021

Fixes

  1. SSS EE contribution values fix (PH)

Susan.one version 0.4.10

Released • Jan 13, 2021

Fixes

  1. SSS ER contribution values fix (PH)

Susan.one version 0.4.9

Released • Jan 13, 2021

New Features

  1. Show log entry on the invoice, purchase invoice, receipt, payment and, journal entry
  2. Added extended withholding tax register to settings (PH)

Improvements

  1. Payables report can be filtered by exceeded only
  2. Customer debts report can be filtered by exceeded only

Fixes

  1. Updated SSS contributions (PH)

Susan.one version 0.4.8

Released • Jan 5, 2021

New Features

  1. Added export to xlsx for sales receipts
  2. Added export to xlsx for customer debt
  3. Added export to xlsx for payments receiced
  4. Added export to xlsx for purchase invoices
  5. Added export to xlsx for payables report
  6. Added help and basic support page
  7. Added units component
  8. Added countries component
  9. Added account filter to general ledger

Improvements

  1. Changed default retained earnings account

Fixes

  1. Revenues and expenses root accounts can be set to the income statement
  2. Unconfirmed journal entries are removed from balance sheet

Susan.one version 0.4.7

Released • Dec 16, 2020

New Features

  1. Added product groups
  2. Added manufacturer to products
  3. Added purchase price to products
  4. Added invoices and receipts printing
  5. Added templates builder to create and modify print templates
  6. Added invoices export to xlsx

Improvements

  1. Added type to payments
  2. Currency cannot be deleted if it's used with bank accounts or cash registers
  3. Changed application main menu

Fixes

  1. Fixed assets are removed from inventory report
  2. Accounting years start date must be earlier than end date
  3. Fixed a issue on confirming sales receipt with fixed asset
  4. Fixed transaction confirm button icon
  5. Numbers on dashboard widgets are now readable on dark theme
  6. Set minimum macOS version to 10.12

Susan.one version 0.4.6

Released • Dec 2, 2020

New Features

  1. Added method to duplicate existing journal entry
  2. Added unapproved purchase invoices report
  3. Display license type on login
  4. Added customer debts report
  5. Added payables report
  6. Added numbers to entities (payments, journal entries, time activities, deductions, absences, payrolls)
  7. Added fixed assets amortization calculator
  8. Added trial balance report
  9. Added template builder for official invoices and receipts printing
  10. Added late fee field to invoice and purchase invoice
  11. Added RegNo, VatNo and TIN for customers
  12. Added fixed assets data to inventory report
  13. Added search by invoice number to documents list

Improvements

  1. Improved bookmarks navigation
  2. Default status filter is set to "All" instead "Draft"
  3. Implemented layering system to handle data preservation more efficiently
  4. Sales receipt confirmation generates now one journal entry
  5. User associated employee can be updated
  6. Added on spot item create logic in invoice, purchase invoice and sales receipt

Fixes

  1. Allow credit quantities on invoice and purchase invoice
  2. Fixed journal entries on purchase and sales
  3. Fixed dashboard stats
  4. Added currency rate to payments
  5. Invoice Due date cannot be before issued date

Susan.one version 0.4.5

Released • Nov 5, 2020

New Features

  1. Possible to purchase inventory item as an expense

Improvements

  1. Journal entry accounts retain created order

Fixes

  1. Fixed journal entries on purchase and sale
  2. Fixed initial taxes accounts
  3. Fixed UI updating issue on Windows OS

Susan.one version 0.4.4

Released • Nov 3, 2020

New Features

  1. Added data up and down synchronize methods
  2. Implemented initial data synchronization
  3. Confirmed payroll calculation data will be stored to database
  4. Added lock icons based on payroll status for absences, deminimis and employee deductions
  5. Added possibility to view payroll details before confirmation
  6. Added numbers to payments, payrolls and journal entries
  7. Added inventory account to inventory items
  8. Added default retained earnings account
  9. Added operating profit and total for income statement

Improvements

  1. Adding new account requires authentication with server
  2. Updated localizations
  3. Added new default chart of accounts
  4. Added sortable quick navigation bar
  5. Changed credit and debit account handling in journal entries

Fixes

  1. Fixed date filter in journal entries and general journal
  2. Fixed notifications
  3. Fixed annual income tax calculation
  4. Fixed progress bar when initial sync finished

Susan.one version 0.4.3

Released • Sep 25, 2020

New Features

  1. Added annual Personal Income Tax report

Improvements

  1. Time activities, tardies and absences can't be added to released employees

Fixes

  1. Fixed journal entries on invoices, sales receipts and purchase invoices
  2. Fixed taxable income calculation

Susan.one version 0.4.2

Released • Sep 22, 2020

New Features

  1. Added balance sheet and cash flow statements printing
  2. Employees time activities import from xlsx file
  3. Made it possible to add new employee, vendor and customer when using auto complete
  4. Added users management
  5. Added overtime hours row for weekly activities
  6. Added defaults values restore to withholding tax, Phil Health, SSS, overtime rates and Pag-Ibig
  7. Added automatic database backup option
  8. Added multi-license support
  9. Added print for inventory report, detailed inventory report, cost of sold goods and general ledger
  10. Added latest database backup download when local database doesn't exist
  11. Added option to enable automatic database backup when application is closed by user
  12. Added payroll stats to dashboard
  13. Handle household type licenses on UI
  14. Added type to overtime rates

Improvements

  1. All table rows are clickable
  2. Improved autocomplete logic to show all items on focus and filter upon typing
  3. General settings default accounts can now be chosen from all accounts

Fixes

  1. Fixed report tables border issues
  2. Fixed tables that were missing table-striped class
  3. Fixed print preview in VAT returns
  4. Currency rate in list displayed at 4 decimals
  5. Fixed time activity summaries calculation
  6. Deduction what are in use are undeletable from deductions management
  7. Fixed UI bug where in absence edit view date was updated to today date
  8. Fix double taxes when payrolls periods overlap

Susan.one version 0.4.1

Released • Aug 11, 2020

New Features

  1. Added xlsx report for payroll
  2. Added banks and cash registers balance info to dashboard
  3. Added manual database backup option
  4. Added type to deduction
  5. Added bank and cash payments
  6. Added fixed assets sale and purchase

Improvements

  1. Display amounts with company currency
  2. Separated user defined deductions by type

Fixes

  1. Fixed filtering issue in invoices
  2. Fixed rows issue in invoices and purchase invoices
  3. Fixed general journal
  4. Fixed VAT returns report

Susan.one version 0.4.0

Released • Aug 5, 2020

New Features

  1. Added withholding tax component
  2. Added salary type field to employee card
  3. Added overtime rates component
  4. Added basic localization support
  5. Added overtime rate selector to time activity
  6. Added deductions component
  7. Added PhilHealth component
  8. Added de minimis component
  9. Added employee deductions component
  10. Added identifications to employees and company
  11. Added payroll component
  12. Added SSS contribution component
  13. Added absent and tardy component
  14. Added withholding tax report
  15. Added PhilHealth report
  16. Added Pag-Ibig report
  17. Added SSS contribution report
  18. Added printouts to tax reports
  19. Added payslips print
  20. Added weekly timesheet
  21. Added Pag-Ibig MCL file generator

Improvements

  1. Added date filter to balance sheet
  2. Cash registers can now only use cash payment methods
  3. TIN is displayed in employees list
  4. Added filters to employee time activities
  5. Use standardized employee name display in lists

Fixes

  1. Fixed invoice items display issue
  2. Fixed general ledger account totals display issue
  3. Fixed cashflow totals display issue

Susan.one version 0.3.0

Released • June 17, 2020

New Features

  1. Added option to download new version of the application
  2. Added automatic application restart after update
  3. Added option to update application UI to new version
  4. Added mechanism to download new account certificate automatically

Improvements

  1. Updated CA certificate
  2. Improved database versioning and handle

Fixes

  1. Changed Susan directory location on Windows OS - now it's %programdata%
  2. Fixed journal entry totals rounding issue upon validation
  3. Fixed an issue with file permissions while trying to update the application

Susan.one version 0.2.0

Released • May 20, 2020

New Features

  1. Added inventory report
  2. Added date filter to inventory report
  3. Added name filterning for customer and vendors
  4. Added name and code filtering for products
  5. Added a method to handle incoming notifications from API. Currently notification is sent when missing taxes, currencies or payment methods
  6. Added method to implement application self-update mechanism
  7. Account certificate now holds country code
  8. Added default data installation by country
  9. Added VAT returns service
  10. Added periods service
  11. Added status to payments
  12. Added parameter to send invoice item and salesreceipt item discount with percentage
  13. Added application update service

Improvements

  1. General ledger displays initial data from start of month until current date
  2. General journal displays initial data from start of month until current date
  3. Refactored invoice life cycle flow
  4. Added confirmed status to all document types
  5. Updated UI for journal entries single item view
  6. Refactod purchase invoices life cycle to now also support payments
  7. Sales receipt major refactoring to accomodate API capabilities
  8. Do not allow delete tax, when it is used on documents
  9. Do not allow delete customer or vendor, when it is used on documents
  10. Created database updating mechanism
  11. Do not allow delete account when it is in use. Account will get <i>is_archived</i> status

Fixes

  1. Autocomplete for all forms is turned off
  2. Fixed general journal and general ledger date filters issue
  3. Added proper filtering through API for journal entries
  4. Fixed issue where balance was calculated incorrectly if existing receipt had new products added along with payments
  5. Fix missing payments if user didn't save document changes
  6. Fixed application native menu
  7. Fixed invoice totals calculation

Susan.one version 0.1.0

Initial build • Feb 27, 2020

New Features

  1. Account and user creation
  2. Settings management
  3. Customers & vendors management
  4. Invoices, receipts and purchase invoices
  5. Basic inventory (no reports included)
  6. Employees
  7. Employees time activity
  8. Manual journal entries
  9. Incoming statement report (not completed)
  10. Balance sheet (development)
  11. Cash flow statements
  12. General ledger
  13. General journal