Release Notes
Current latest version is: 0.5.78
Susan.one version 0.5.78
Released • May 26, 2023
Fixes
- Fixed prepared payrolls list view, where data was not displayed
Susan.one version 0.5.77
Released • May 26, 2023
New Features
- On payroll confirmation, the user can define the payroll-covered month and number of cut off
- On adding a calendar entry, holiday type can be selected
- On selecting the date for the daily time record, the record type is automatically suggested by the information from the calendar
- Added employee bank name, bank account, and RDO code (PH) to the employee's import file
Improvements
- When the absence record is the same as any existing record, a duplicate icon is displayed
Fixes
- Fixed calendar event tab name on editing the event
- Fixed employee's data export to Excel file
Susan.one version 0.5.76
Released • May 18, 2023
New Features
- Added more leave types
Improvements
- Searching for an employee by a partial search term of their ID
- Improvements in pay slip total earnings value
- Import will be canceled when there is any error on import file
Susan.one version 0.5.75
Released • May 12, 2023
Fixes
- Fixed employee searching
Susan.one version 0.5.74
Released • May 12, 2023
New Features
- Added monthly payroll register report by department, location, and employee
Improvements
- Employee allowances are included in total earnings on the pay slip
Fixes
- Fixed employee absences report where the data of the previous day was shown on the 31st of the month
- Fixed paid leaves handling on payroll preparation
- Night shift earnings now displayed correctly on the pay slip
Susan.one version 0.5.73
Released • May 4, 2023
New Features
- Added bank name to employee card
- Added option to define taxable incomes
- Added setting to define a maximum annual limit for non-taxable benefits
Improvements
- The employee's list is paginated
- Displaying amounts with thousand separators on payslips (PH)
- Added gross pay to pay slip pdf file
- Displaying withholding tax % on the withholding table
Fixes
- Fixed absences total selection in payroll preparation when payroll frequency is set
Susan.one version 0.5.72
Released • Apr 27, 2023
Improvements
- Pay rate codes are displayed on the pay rates list
- Changed hourly rate calculation on fixed monthly salary employees
- Added a thousand separators to the Payroll Register Excel report
Fixes
- 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
- Importing locations and departments from employee's import when location or department does not exist
- Changed default pay rates (PH)
- Added codes to pay rates (PH)
- Added Payroll Register import (PH)
- Added updated PhilHealth table (PH)
- Added updated Personal Income Tax (PH)
Improvements
- When a location is deleted, employees from the deleted location are updated
- Import will be canceled when there is any error on employees or daily time records import
- Added notification when new PhilHealth table is available
- Added notification when new Personal Income Taxes are available
- On saving payroll preparation, search filters are updated automatically
- Overtime rates renamed to Pay Rates
- Updated payslips
Fixes
- Included tardy to period absences
Susan.one version 0.5.70
Released • Apr 6, 2023
New Features
- Added company locations register
- Ability to set the employee's default location
- Added locations to daily time records
Improvements
- All overtime rates can be imported with daily time record import
- Payroll can be prepared only with one payroll frequency
Fixes
- The application update option is removed in offline mode
- Fixed multiple daily time records removing
Susan.one version 0.5.69
Released • Mar 22, 2023
New Features
- Allowing update application before signing in
- Added employee absences report
Improvements
- Changed date format to ISO 8601 standard in daily time records import (YYYY-MM-DD)
- Absences and tardies values are rounded to 2 decimal places
- Displaying skipped rows reasons on daily time records import
Fixes
- Employees associated with the user can't be deleted
- Showing the "Departments" register when the license is Susan.one Payroll
- Fixed multiple daily time records removing
Susan.one version 0.5.68
Released • Jan 25, 2023
New Features
- Added night shift pay
- Displaying customer or vendor names in general ledger rows
- Added data filter by customer or vendor to invoice, purchase invoice, and sales receipt
- Resigned employees are not displayed by default in the employees list
Improvements
- On adding daily time records, employee deductions, and absence, resigned employees can't be selected
Fixes
- Fixed payroll calculation where the same month's previous payroll didn't use Pag-Ibig calculation
- Fixed sorting employees by name
- Fixed account total in the general ledger
Susan.one version 0.5.67
Released • Jan 17, 2023
New Features
- Added option to confirm multiple prepared reports
- Added export to Excel (xlsx) to most of the reports
Improvements
- Allowed to generate BIR2316 for all employees (PH)
- Updated withholding tax table (PH)
- Updated SSS Contributions (PH)
- Display notification when withholding tax rates are changed
Susan.one version 0.5.66
Released • Dec 23, 2022
New Features
- Added BIR form no 1604-C Alphalist (PH)
Improvements
- Added employee ID to employees list
Fixes
- Fixed application menu for accounting licenses
Susan.one version 0.5.65
Released • Dec 16, 2022
New Features
- Added new license type ACCOUNTING
- Added employee status label to employees list
Improvements
- Allowed to search employees by ID
- Improved wordings
Fixes
- Fixed login modal when wrong credentials were used twice
Susan.one version 0.5.64
Released • Nov 25, 2022
New Features
- New accounting and payroll reports module
- Added reports preparation and confirmation
- Added BIR 1604-C report (PH)
Susan.one version 0.5.63
Released • Nov 7, 2022
New Features
- Added purchase invoice print preview
- Payslips can be stored in individual PDF files
- Added close options to the bookmarks bar
- Added save & confirm option to sales receipt
Improvements
- Fitting long values on document templates (e.g. addresses)
- Auto-complete inputs show the default result when the item is selected
- Only non-cash payment methods can be selected upon adding a new bank account
- The login screen remembers last used company/account
- The user rights tab is the first active tab on creating the user
Susan.one version 0.5.62
Released • Oct 31, 2022
Fixes
- Fixed UI loading when the selected theme was not stored
Susan.one version 0.5.61
Released • Oct 5, 2022
New Features
- Added new menu item "List of reports", where most of the reports can be easily found
- Added option to set receivables and payables accounts to customer and vendor
- Added cash flow statement setup to accounts
- Added a new local setting to disable the creation of customer and vendor receivables and payables accounts
- Added journal entry date field to purchase invoice, if the expense is from the previous period
- Added previous employer data form to employee card
- Added BIR 2316 form (PH)
Improvements
- Displaying icon on accounts list, when the account has been archived
- Allowed to filter employee time activities by department
Fixes
- Fixed customer and vendor editing, where the country was not stored
Susan.one version 0.5.60
Released • Sep 19, 2022
New Features
- Allowed deleting multiple employee time activities
- Added option to add expanded withholding tax to purchase invoice row (PH)
- Added option to manually insert expanded withholding tax amount (PH)
- Added option to confirm payment on adding or editing payment
- Added locations to the company
- Added company location data to employee authentication QR code
Fixes
- Fixed default bank service fee account
- Fixed journal entry delete when it's related to expense report
Susan.one version 0.5.59
Released • Aug 23, 2022
New Features
- Show notification when the updated SSS Contribution Schedule is available (PH)
Improvements
- Mandatory Provident Fund data is included in payroll calculations (PH)
- Updated the font used in reports
Susan.one version 0.5.58
Released • Aug 17, 2022
Fixes
- Fixed inventory report using multiple warehouse
- Fixed detailed inventory movement using multiple warehouses
- Fixed cost of goods sold report using multiple warehouses
Susan.one version 0.5.57
Released • Jul 22, 2022
Fixes
- Fixed situation, where the user was able to execute license activation multiple times
Susan.one version 0.5.56
Released • Jul 15, 2022
Improvements
- Do not show number sequences on payroll type license users
Fixes
- Fixed adding new warehouse when documents do not exist
Susan.one version 0.5.55
Released • Jul 14, 2022
Improvements
- Updated default expanded withholding tax list (PH)
Fixes
- Fixed stocktaking list sorting
- Fixes stocktaking confirmation
Susan.one version 0.5.54
Released • Jul 12, 2022
New Features
- Added support for multiple warehouses
- Added waybills
- Added inventory reports from different warehouses
- Added stocktaking report
Improvements
- Product group can have default warehouse
- Inventory reports show only items with a non-zero quantity
- Added barcode scanner support for stocktaking
- Using FIFO (First In, First Out) method for calculating inventory value when warehouses exist
Fixes
- Show correct notifications on switching between user accounts
- Removed bank and cash register information from the dashboard (Payroll license)
- Allowed search product by code on documents
Susan.one version 0.5.53
Released • Jun 16, 2022
New Features
- Added company country and employee work time information to QR code
Improvements
- Calculated minutes to hours on payroll preparation
- Updated SSS contribution schedule (PH)
Susan.one version 0.5.52
Released • Jun 03, 2022
New Features
- A QR code has been added to the employee for authentication with the coming mobile application
Improvements
- Updated SSS contribution schedule (PH)
- Updated PhilHealth contribution rates (PH)
Susan.one version 0.5.51
Released • May 18, 2022
New Features
- Added import and export of customers from xlsx file
- Added import and export of vendors from xlsx file
- Added import and export of fixed assets from xlsx file
- Added import and export of employees from xlsx file
- An active accounting year must exist before entry can be saved
- Added default accounting year to the new account
- Added items export to xlsx file
- Added payee and receiver to the payments list
Improvements
- Import result will display skipped rows with reasons
- Adding accounting years with overlapping dates is not allowed
- Allowed download example import file before every import
Susan.one version 0.5.50
Released • Apr 28, 2022
New Features
- The account owner can log in to Susan.one's application with Susan.one credentials
- Added button to add new product group to items add/edit view
Improvements
- Moved the TIN field to the main view of company data (PH)
- Initial authentication does not require access requests anymore
- Documents number sequence will be added to the initial user automatically
- Added default items (products and services)
Fixes
- Removed initial balance debit and credit amounts from the general ledger
Susan.one version 0.5.49
Released • Apr 06, 2022
Fixes
- Fixed database locking on journal entries delete
Susan.one version 0.5.48
Released • Mar 28, 2022
New Features
- Added exporting to MS Excel to the income statement
Improvements
- Click on the income statement row will open the general ledger
Fixes
- Fixed situation, where corrupt or empty license file stopped application to run
- Fixed income statement accumulated accounts totals on expenses & losses
Susan.one version 0.5.47
Released • Feb 4, 2022
Improvements
- Added possibility to "Save and confirm" purchase invoices
- Improved invoices and purchase invoices list filter logic after actions
- Improved filtering logic on confirming the documents
Fixes
- Removed payroll additional data overwrite on payroll confirmation
- Fixed scrolling on notification messages
Susan.one version 0.5.46
Released • Feb 3, 2022
New Features
- Added new dashboard widgets
Fixes
- Fixed journal entry delete when entry is related with invoice or purchase invoice
- Included deminimis total amount to SSS contribution calculation (PH)
Susan.one version 0.5.45
Released • Feb 1, 2022
New Features
- Added option to print journal entry
- Added option to make a copy of the account
- Added option to print trial balance
Improvements
- Scrolling content to page previous position on return to the page
Susan.one version 0.5.44
Released • Jan 31, 2022
Improvements
- Show the totals of changes in the balance sheet
- Added accumulated totals to incoming statement long version
Fixes
- 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
- Allow insert documents to the previous period (using correct number sequence)
Fixes
- Fixed purchase invoice confirmation
Susan.one version 0.5.42
Released • Jan 27, 2022
Improvements
- Display entry number in the general ledger and open entry on row click
Fixes
- Fixed error when number sequence is not set
Susan.one version 0.5.41
Released • Jan 26, 2022
New Features
- Added statement of accounts
- Confirmed invoice can be exported to Excel
- Added Cash Receipt
Improvements
- Display entry number in the general journal and open entry on row click
- Added VAT amount to expense item row
- Show reg.no or TIN in customers and vendors row
Fixes
- Fixed document date on expense report row
- SSS calculation is based on the Gross Compensation
Susan.one version 0.5.40
Released • Jan 18, 2022
New Features
- Added hidden configuration parameters: DISABLE_SYNC, DATABASE_LOCATION, LICENSE_LOCATION
- Allow float type discounts
- Included allowances of the employee to gross compensation
- The initial cash register will be inserted automatically on the new account
Improvements
- Checking system configuration before login
Fixes
- Fixed inventory account selection on document row
- Fixed bank service fee on purchase invoice payment
- Fixed basic pay when inputting holiday and employee has fixed monthly salary
- 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
- Calculate 13th month pay from basic pay (Philippines)
- Fixed monthly salary rounding has been set more accurate
Susan.one version 0.5.38
Released • Oct 21, 2021
New Features
- Added calendar component
- Added wizard to help quickly navigate to important setups
- Vacation and sick days are displayed on separate lines in the payslip (EE)
- Added the possibility to handle unpaid sick days
Improvements
- On adding absent by default employee full-day is selected
- Vacation and sick reports are displayed in days
- Clicking on the stocktaking row opens the product card
Fixes
- Fixed PhilHealth contribution calculation on payroll adjustments
Susan.one version 0.5.37
Released • Oct 11, 2021
New Features
- Added 13th Month Pay (PH)
Fixes
- Check invoice number sequence before saving and confirming document
Susan.one version 0.5.36
Released • Oct 8, 2021
New Features
- Added income statement detailed view
Improvements
- Possible to confirm the draft status invoice
- Multiple page invoice print
Fixes
- Fixed trial balance display
Susan.one version 0.5.35
Released • Oct 7, 2021
New Features
- Display journal entry information with confirmed documents
- Added option to confirm invoice on create
Improvements
- Items are pagginated
Susan.one version 0.5.34
Released • Sept 30, 2021
Fixes
- Removed dependencies validation on deleted records synchronization
Susan.one version 0.5.33
Released • Sept 21, 2021
New Features
- Added initial user rights definitions to users
- Added unit and product group to items import
- Implemented user rights to all settings
Improvements
- Added item code uniqueness validation before insert new item
- Added expense report data to VAT returns and VAT declaration reports
Fixes
- Fixed comma usage in expense report row
- Fixed case, where payroll used deleted deminimises
- Removed basic pay recalculation before sending to UI
Susan.one version 0.5.32
Released • Sept 15, 2021
New Features
- Added new options on employee card to define whether the employee has SSS, PhilHealth, PagIBIG or not (PH)
Fixes
- Fixed manual adjustments in payroll
Susan.one version 0.5.31
Released • Sept 8, 2021
New Features
- Added Estonian payroll support
Fixes
- Fixed copy from invoice where the customer was not included
Susan.one version 0.5.30
Released • Sept 1, 2021
New Features
- Separated taxable and tax VAT Codes on VAT
Fixes
- Fixed payroll view when opened from some other tab
- Fixes issue, where deleted de-minimis amounts where retured to payroll calculation
Susan.one version 0.5.29
Released • Aug 30, 2021
New Features
- Added VAT Codes
- Added option to link VAT code with VAT rate
- Added Value-Added Tax declaration
Susan.one version 0.5.28
Released • Aug 23, 2021
New Features
- Added initial BIR 1605C report (PH)
Improvements
- Update vacation and sick leave report when new data is available
Susan.one version 0.5.27
Released • Aug 5, 2021
New Features
- Making a copy of the existing invoice
Improvements
- Invoices and sales receipts are sorted by date and number in desc
Susan.one version 0.5.26
Released • Jul 27, 2021
Fixes
- Fixed payment locations list loading
- Fixed opening balances to support both comma and dot-separated numbers
Susan.one version 0.5.25
Released • Jul 23, 2021
New Features
- Added accumulated totals to income statement
- Added settlements service
Susan.one version 0.5.24
Released • Jul 21, 2021
New Features
- Display previous data and changes in balance sheet
- Display number of entries and rows in general journal
Improvements
- Added prior retained earnings account to default chart of accounts. Removed dividends from chart of accounts
Fixes
- Fixed journal entry delete when entry is from opening balance
- Fixed general ledger initial balances
Susan.one version 0.5.23
Released • Jul 19, 2021
Fixes
- Manual adjustments removed from PHIC contributions calculation
Susan.one version 0.5.22
Released • Jul 15, 2021
Improvements
- Removed account type restriction from invoice and purchase invoice
Fixes
- Fixed receipt number sequence assignment to the user
- Fixed salary adjustments in unconfirmed payrolls
Susan.one version 0.5.21
Released • Jul 8, 2021
Fixes
- 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
- Fix zero tax in expense report confirmation
Susan.one version 0.5.19
Released • Jul 6, 2021
Fixes
- For monthly salary, paid absents are not included in payroll as extra but already included in the salary (PH)
- Updated translations
Susan.one version 0.5.18
Released • Jun 25, 2021
Fixes
- 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
- Monthly salary cut-offs amounts depend on pay frequency and the amounts are divided equally (PH)
- On deduction report, deductions can be filtered additionally by deduction type to get summarised data
- Deduction name is included in deduction report
Fixes
- Fixed double entry issue on forms confirmation
Susan.one version 0.5.16
Released • Jun 11, 2021
New Features
- Added option to print draft invoices
Fixes
- Fixed document templates price value
Susan.one version 0.5.15
Released • Jun 7, 2021
New Features
- Added expense report of reporting entities
Fixes
- Sort customers and vendors by name
Susan.one version 0.5.14
Released • Jun 1, 2021
Improvements
- Checking purchase invoice duplication by vendor, number, and date
- Added payment service fee to purchase invoice payment confirmation
Fixes
- Fixed journal entries date on document or payment confirmation
Susan.one version 0.5.13
Released • May 17, 2021
Fixes
- Fixed employee search from employees list
Susan.one version 0.5.12
Released • May 5, 2021
New Features
- Added employee deductions report
Fixes
- 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
- Fixed synchronization with multiple pages
- Fixed PHIC (PH) calculation on semi-monthly payrolls
Susan.one version 0.5.10
Released • Apr 26, 2021
Improvements
- Added totals to Pag-IBIG (PH), PHIC (PH), SSS (PH) and payroll tax reports
- Display synchronization progress on login
Fixes
- Fixed inventory movement report
- Fixed issue where scrolling content was disabled after initial synchronization
Susan.one version 0.5.9
Released • Apr 23, 2021
New Features
- Added payroll adjustment
- Added leave to employee
- Added leave paramenter to absence
- Added paid absences to payroll
- Added deminimis groups
- Added vacation and sick report
- Added check for vacation and sick leave to make sure if absence is allowed for employee
- Deducted deminimis from basic pay on payslip
Improvements
- Added UUID's to every entity
- More detailed payslip (PH)
- Changes in users module force an immediate synchronization
- Login to account will force an immediate synchronization
Fixes
- 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
- Added tabbed view to employee, items, customer, vendor and fixed item view
- Added row totals amount to invoices, purchase invoices, sales receipts, payments, etc
Improvements
- Updated translations
- Better visuals for payments and journal entry
Fixes
- Correct date format for EE accounts
- Fixed customer name display in sales receipts and purchase invoices
- Reverted payrolls to version 0.5.3 state
Susan.one version 0.5.7
Released • Mar 31, 2021
New Features
- Added stocktaking component
- Added option to remove account from login page
Improvements
- Improved default data restore (data is deleted only when it's needed)
Fixes
- Fixed relational data delete
- Fixed application close on Windows OS after update
- 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
- On adding a new account to the local machine, the account holder can approve or decline access from https://susan.one
- Service fee can be set on payment
Fixes
- Fixed journal entry on payment without reference document
Susan.one version 0.5.5
Released • Mar 22, 2021
New Features
- Added Susan support since OS X 10.11
Improvements
- Sorting certificates on login alphabetically
Fixes
- PhilHealth will be calculated from basic pay (PH), not from taxable income
- Number sequence service synchronization
- Fixed adding department on employee card
- Fixed duplicate time activities upon deleting the activity
- Fixed regular hours display in payroll details
Susan.one version 0.5.4
Released • Mar 16, 2021
New Features
- Exporting employees to Excel
- Added departments component
- Added position field to employee
- Added functionality, that corrects payroll dependencies in compatibility service to remove any payroll discrepancies
Improvements
- Display company name on window title
- Added ordering by range start for SSS ranges (PH)
- Segmented basic pay and overtime pay portions for display purposes
- Added ordering by name to payroll, PHIC (PH), Pag-Ibig (PH), SSS (PH) and payroll tax form
Fixes
- Fixed license error handling display issue when adding a new license
- Fixed error in payrolls when data from the same month before was queried
- Fixed employee time activities import, when the employee has not been released
Susan.one version 0.5.3
Released • Mar 9, 2021
New Features
- Added lock icon to time activity if it is used in a payroll (even unconfirmed)
- Added fixed salary support
- Added number sequence service for invoice and sales receipts numbering
- Time activities import to excel file
Improvements
- Hide save and delete buttons for time activity edit if time activity in use in a payroll
- Prepare payroll now preserves search criteria when navigating other tabs (enables live updates)
- Balance Sheet short and long version
Fixes
- Fixed rounding issue when calculating payment amount with extended withholding tax (PH)
- Fixed filtering by employee in deminimis data entry
- Fixed payroll taxes calculation in each cutoff
- Fixed payroll period filter when other tab was opened
Susan.one version 0.5.2
Released • Feb 18, 2021
Fixes
- Fixed PDF download and printing
Susan.one version 0.5.1
Released • Feb 16, 2021
Improvements
- Updated database engine to allow more than 999 requests
- Pagination is set to time activities list
- A progress message is displayed when calculating salaries
Fixes
- Updated time activities import documentation
- Absences and tardies import from the correct column
- Display correct application version numbers on logout
Susan.one version 0.5.0
Released • Feb 5, 2021
New Features
- Duplicate entries on the time activities list are marked with the icon
- Show import result after time activities import
- Click on the balance sheet will open general ledger with selected account and date range
- Show system information on the help page (OS, version, etc)
- Show notification when default accounts have not been set
- Added extended withholding tax to payments (Philippines)
- Added products import from xlsx file
- Added units to fixed assets
Improvements
- Dashboard data is loaded in the background
- Less important action buttons are displayed more modestly
- Automatic scroll to top on settings view
- A maximum of 500 entries will be synchronized to the server at one time
- Updated application menu
- Modified application main menu
Fixes
- Fixed float type conversion in time activities import
- Fixed discount calculation, when discount not set
Susan.one version 0.4.11
Released • Jan 13, 2021
Fixes
- SSS EE contribution values fix (PH)
Susan.one version 0.4.10
Released • Jan 13, 2021
Fixes
- SSS ER contribution values fix (PH)
Susan.one version 0.4.9
Released • Jan 13, 2021
New Features
- Show log entry on the invoice, purchase invoice, receipt, payment and, journal entry
- Added extended withholding tax register to settings (PH)
Improvements
- Payables report can be filtered by exceeded only
- Customer debts report can be filtered by exceeded only
Fixes
- Updated SSS contributions (PH)
Susan.one version 0.4.8
Released • Jan 5, 2021
New Features
- Added export to xlsx for sales receipts
- Added export to xlsx for customer debt
- Added export to xlsx for payments receiced
- Added export to xlsx for purchase invoices
- Added export to xlsx for payables report
- Added help and basic support page
- Added units component
- Added countries component
- Added account filter to general ledger
Improvements
- Changed default retained earnings account
Fixes
- Revenues and expenses root accounts can be set to the income statement
- Unconfirmed journal entries are removed from balance sheet
Susan.one version 0.4.7
Released • Dec 16, 2020
New Features
- Added product groups
- Added manufacturer to products
- Added purchase price to products
- Added invoices and receipts printing
- Added templates builder to create and modify print templates
- Added invoices export to xlsx
Improvements
- Added type to payments
- Currency cannot be deleted if it's used with bank accounts or cash registers
- Changed application main menu
Fixes
- Fixed assets are removed from inventory report
- Accounting years start date must be earlier than end date
- Fixed a issue on confirming sales receipt with fixed asset
- Fixed transaction confirm button icon
- Numbers on dashboard widgets are now readable on dark theme
- Set minimum macOS version to 10.12
Susan.one version 0.4.6
Released • Dec 2, 2020
New Features
- Added method to duplicate existing journal entry
- Added unapproved purchase invoices report
- Display license type on login
- Added customer debts report
- Added payables report
- Added numbers to entities (payments, journal entries, time activities, deductions, absences, payrolls)
- Added fixed assets amortization calculator
- Added trial balance report
- Added template builder for official invoices and receipts printing
- Added late fee field to invoice and purchase invoice
- Added RegNo, VatNo and TIN for customers
- Added fixed assets data to inventory report
- Added search by invoice number to documents list
Improvements
- Improved bookmarks navigation
- Default status filter is set to "All" instead "Draft"
- Implemented layering system to handle data preservation more efficiently
- Sales receipt confirmation generates now one journal entry
- User associated employee can be updated
- Added on spot item create logic in invoice, purchase invoice and sales receipt
Fixes
- Allow credit quantities on invoice and purchase invoice
- Fixed journal entries on purchase and sales
- Fixed dashboard stats
- Added currency rate to payments
- Invoice Due date cannot be before issued date
Susan.one version 0.4.5
Released • Nov 5, 2020
New Features
- Possible to purchase inventory item as an expense
Improvements
- Journal entry accounts retain created order
Fixes
- Fixed journal entries on purchase and sale
- Fixed initial taxes accounts
- Fixed UI updating issue on Windows OS
Susan.one version 0.4.4
Released • Nov 3, 2020
New Features
- Added data up and down synchronize methods
- Implemented initial data synchronization
- Confirmed payroll calculation data will be stored to database
- Added lock icons based on payroll status for absences, deminimis and employee deductions
- Added possibility to view payroll details before confirmation
- Added numbers to payments, payrolls and journal entries
- Added inventory account to inventory items
- Added default retained earnings account
- Added operating profit and total for income statement
Improvements
- Adding new account requires authentication with server
- Updated localizations
- Added new default chart of accounts
- Added sortable quick navigation bar
- Changed credit and debit account handling in journal entries
Fixes
- Fixed date filter in journal entries and general journal
- Fixed notifications
- Fixed annual income tax calculation
- Fixed progress bar when initial sync finished
Susan.one version 0.4.3
Released • Sep 25, 2020
New Features
- Added annual Personal Income Tax report
Improvements
- Time activities, tardies and absences can't be added to released employees
Fixes
- Fixed journal entries on invoices, sales receipts and purchase invoices
- Fixed taxable income calculation
Susan.one version 0.4.2
Released • Sep 22, 2020
New Features
- Added balance sheet and cash flow statements printing
- Employees time activities import from xlsx file
- Made it possible to add new employee, vendor and customer when using auto complete
- Added users management
- Added overtime hours row for weekly activities
- Added defaults values restore to withholding tax, Phil Health, SSS, overtime rates and Pag-Ibig
- Added automatic database backup option
- Added multi-license support
- Added print for inventory report, detailed inventory report, cost of sold goods and general ledger
- Added latest database backup download when local database doesn't exist
- Added option to enable automatic database backup when application is closed by user
- Added payroll stats to dashboard
- Handle household type licenses on UI
- Added type to overtime rates
Improvements
- All table rows are clickable
- Improved autocomplete logic to show all items on focus and filter upon typing
- General settings default accounts can now be chosen from all accounts
Fixes
- Fixed report tables border issues
- Fixed tables that were missing table-striped class
- Fixed print preview in VAT returns
- Currency rate in list displayed at 4 decimals
- Fixed time activity summaries calculation
- Deduction what are in use are undeletable from deductions management
- Fixed UI bug where in absence edit view date was updated to today date
- Fix double taxes when payrolls periods overlap
Susan.one version 0.4.1
Released • Aug 11, 2020
New Features
- Added xlsx report for payroll
- Added banks and cash registers balance info to dashboard
- Added manual database backup option
- Added type to deduction
- Added bank and cash payments
- Added fixed assets sale and purchase
Improvements
- Display amounts with company currency
- Separated user defined deductions by type
Fixes
- Fixed filtering issue in invoices
- Fixed rows issue in invoices and purchase invoices
- Fixed general journal
- Fixed VAT returns report
Susan.one version 0.4.0
Released • Aug 5, 2020
New Features
- Added withholding tax component
- Added salary type field to employee card
- Added overtime rates component
- Added basic localization support
- Added overtime rate selector to time activity
- Added deductions component
- Added PhilHealth component
- Added de minimis component
- Added employee deductions component
- Added identifications to employees and company
- Added payroll component
- Added SSS contribution component
- Added absent and tardy component
- Added withholding tax report
- Added PhilHealth report
- Added Pag-Ibig report
- Added SSS contribution report
- Added printouts to tax reports
- Added payslips print
- Added weekly timesheet
- Added Pag-Ibig MCL file generator
Improvements
- Added date filter to balance sheet
- Cash registers can now only use cash payment methods
- TIN is displayed in employees list
- Added filters to employee time activities
- Use standardized employee name display in lists
Fixes
- Fixed invoice items display issue
- Fixed general ledger account totals display issue
- Fixed cashflow totals display issue
Susan.one version 0.3.0
Released • June 17, 2020
New Features
- Added option to download new version of the application
- Added automatic application restart after update
- Added option to update application UI to new version
- Added mechanism to download new account certificate automatically
Improvements
- Updated CA certificate
- Improved database versioning and handle
Fixes
- Changed Susan directory location on Windows OS - now it's %programdata%
- Fixed journal entry totals rounding issue upon validation
- Fixed an issue with file permissions while trying to update the application
Susan.one version 0.2.0
Released • May 20, 2020
New Features
- Added inventory report
- Added date filter to inventory report
- Added name filterning for customer and vendors
- Added name and code filtering for products
- Added a method to handle incoming notifications from API. Currently notification is sent when missing taxes, currencies or payment methods
- Added method to implement application self-update mechanism
- Account certificate now holds country code
- Added default data installation by country
- Added VAT returns service
- Added periods service
- Added status to payments
- Added parameter to send invoice item and salesreceipt item discount with percentage
- Added application update service
Improvements
- General ledger displays initial data from start of month until current date
- General journal displays initial data from start of month until current date
- Refactored invoice life cycle flow
- Added confirmed status to all document types
- Updated UI for journal entries single item view
- Refactod purchase invoices life cycle to now also support payments
- Sales receipt major refactoring to accomodate API capabilities
- Do not allow delete tax, when it is used on documents
- Do not allow delete customer or vendor, when it is used on documents
- Created database updating mechanism
- Do not allow delete account when it is in use. Account will get <i>is_archived</i> status
Fixes
- Autocomplete for all forms is turned off
- Fixed general journal and general ledger date filters issue
- Added proper filtering through API for journal entries
- Fixed issue where balance was calculated incorrectly if existing receipt had new products added along with payments
- Fix missing payments if user didn't save document changes
- Fixed application native menu
- Fixed invoice totals calculation
Susan.one version 0.1.0
Initial build • Feb 27, 2020
New Features
- Account and user creation
- Settings management
- Customers & vendors management
- Invoices, receipts and purchase invoices
- Basic inventory (no reports included)
- Employees
- Employees time activity
- Manual journal entries
- Incoming statement report (not completed)
- Balance sheet (development)
- Cash flow statements
- General ledger
- General journal