Release Notes

Current latest version is: 0.5.37

Susan 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 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 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 version 0.5.34

Released Sept 30, 2021

Fixes

  1. Removed dependencies validation on deleted records synchronization

Susan 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 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 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 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 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 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 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 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 version 0.5.25

Released Jul 23, 2021

New Features

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

Susan 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 version 0.5.23

Released Jul 19, 2021

Fixes

  1. Manual adjustments removed from PHIC contributions calculation

Susan 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 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 version 0.5.20

Released Jul 6, 2021

Fixes

  1. Fix zero tax in expense report confirmation

Susan 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 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 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 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 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 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 version 0.5.13

Released May 17, 2021

Fixes

  1. Fixed employee search from employees list

Susan 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 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 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 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 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 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 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 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 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 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 version 0.5.2

Released Feb 18, 2021

Fixes

  1. Fixed PDF download and printing

Susan 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 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 version 0.4.11

Released Jan 13, 2021

Fixes

  1. SSS EE contribution values fix (PH)

Susan version 0.4.10

Released Jan 13, 2021

Fixes

  1. SSS ER contribution values fix (PH)

Susan 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 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 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 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 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 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 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 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 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 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 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 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 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