Julien Lamarche | 17 Jun 00:38 2016

Emailing statements to account holders

Hello,

 Is there a way to email account statements on a monthly basis to the
account holder?

 I browsed & searched in the manual & FAQ.  I couldn't find a mention of
such a feature.

 Happy to fork the project and attempt to implement the feature if it
isn't.

 Alternatively, if there's a way to authenticate from the command line
(lynx, curl), I suppose I could use wkhtmltopdf and bash .

 We are a worker's cooperative in Gatineau, Quebec using the software to
track membership payments.  I have not used the software directly myself
yet as I don't manage the accounts.

Thank you & have a good weekend,

Julien Lamarche
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(Continue reading)

peter.bassel | 5 Jun 18:02 2016
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last news

Hi,

 

Here are some news since we've met last time, just read'em here http://nephijurde.amilliontshirts.net/aecvymp

 

Typos courtesy of my iPhone, peter.bassel-oUcwrZDscF0@public.gmane.org

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Silver Salonen | 5 Jun 07:18 2016
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Re: setup.pl error on fresh 1.5 installation

Hi.

On 04.06.2016 23:31, Erik Huelsmann wrote:
Hi Silver,

 
Thanks, didn't think it's possible that it's an official separate module :-)

Since beta6, it's possible to use cpanm to install all dependencies. It should have retrieved that (and all other) modules for you. Did "cpanm --installdeps ." miss it?

Currently no dependencies seem to be missing. I also don't find this "Scripts" from CPAN. It's something else than dependency, isn't it?
 
But now there's another weird error:

Unable to open script: LedgerSMB::Scripts::setup : No such file or directory: Attempt to reload LedgerSMB/Scripts/setup.pm aborted.
Compilation failed in require at (eval 554) line 1.

What command do you use to start starman? I'm using:

 ledgersmb-root-dir$ starman -Ilib tools/starman.psgi

My script is as follows:
cd /usr/local/www/ledgersmb15/
/usr/local/bin/starman master -I lib/ --listen :5055 --error-log /var/log/starman.log --daemonize --user www --group www --pid /var/run/starman/starman.pid --app tools/starman.psgi
 

PS. Is there a way to say to starman where its working directory is so that it's not necessary to cd into it first? It's what makes it not possible to use FreeBSD official startup script so far.

I'm not aware of such an option, no. Which official startup script do you mean? Starman's, LedgerSMB's or a generic SysV startup script to be used with all FreeBSD daemons?

FreeBSD uses its own rc scripts. The standard one for Starman can be seen here: https://svnweb.freebsd.org/ports/head/www/p5-Starman/files/starman.in?revision=340872&view=markup

I then defined the startup like this in /etc/rc.conf:
starman_enable="YES"
starman_config="/usr/local/www/ledgersmb15/tools/starman.psgi"
starman_flags="-I /usr/local/www/ledgersmb15/lib/ --listen :5055 --error-log /var/log/starman.log"

But that way includes were missing, configuration could not be found etc. When I use my own script then it works.

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Silver Salonen | 3 Jun 21:42 2016
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setup.pl error on fresh 1.5 installation

Hi.

Setting up 1.5beta6 on FreeBSD here :)

Finally got starman up and proxied through Apache and login.pl is 
displayed OK.

But when I go to setup.pl I get the error below. Any ideas what's wrong?

Error!

Unable to open script: LedgerSMB::Scripts::setup : No such file or 
directory: Base class package "App::LedgerSMB::Admin::Database" is empty.
(Perhaps you need to 'use' the module which defines that package first,
or make that module available in  <at> INC ( <at> INC contains: lib lib/ 
/usr/local/lib/perl5/site_perl/mach/5.20 /usr/local/lib/perl5/site_perl 
/usr/local/lib/perl5/5.20/mach /usr/local/lib/perl5/5.20 
/usr/local/lib/perl5/site_perl/5.20 
/usr/local/lib/perl5/site_perl/5.20/mach .).
at lib/LedgerSMB/Database.pm line 36.
BEGIN failed--compilation aborted at lib/LedgerSMB/Database.pm line 36.
Compilation failed in require at lib/LedgerSMB/Scripts/setup.pm line 28.
BEGIN failed--compilation aborted at lib/LedgerSMB/Scripts/setup.pm line 28.
Compilation failed in require at (eval 542) line 1.

dbversion: 1.5.0-dev, company:

--
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consuming the most bandwidth. Provides multi-vendor support for NetFlow, 
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Marjanw | 2 Jun 13:33 2016
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Status LSMB 1.5;

Hi,

I want to setup a new administration for a customer which has a small trading company.
Planning is to start end June with LSMB entering new orders and inventory.
 From there catching up all inventory until complete.
Old accounting system will be kept in place until then.

Is LSMB 1.5 stable enough yet to use in this case, or better use latest 1.4?

Please your advice.

Regards,

Marjan Waldorp,
Tux4u

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patterns at an interface-level. Reveals which users, apps, and protocols are 
consuming the most bandwidth. Provides multi-vendor support for NetFlow, 
J-Flow, sFlow and other flows. Make informed decisions using capacity 
planning reports. https://ad.doubleclick.net/ddm/clk/305295220;132659582;e
Erik Huelsmann | 25 May 08:44 2016
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Intent to drop Internet Explorer 8 and 9 support in 1.5.0+

Hi all,

With the move to a more Ajax-based UI in 1.4 and the completion of that step in 1.5 (full ajax form submission), we now need support for the JavaScript FormData object. All modern browsers support it; some for a long time already: http://caniuse.com/#search=formdata .

However, IE8 and 9 don't. Microsoft has declared IE8 and IE9 to be unsupported on their desktop operating systems (https://support.microsoft.com/en-us/lifecycle#gp/Microsoft-Internet-Explorer) and the project has declared IE versions up to 7 as unsupported before due to lacking standards implementations (for those versions: incorrect implementation of the behaviour of the BUTTON tag).

We think it's acceptable to drop these older browsers because there are several workarounds:
 a. Upgrade IE on your desktop to 10 or 11
 b. Install FireFox
 c. Install Chrome
 d. Install Safari
 e. Install Opera

Additionally, StatsCounter shows per end of 2015 only IE11 with a market share worth mentioning (http://gs.statcounter.com/#all-browser_version-ww-monthly-201510-201512-bar) and wikipedia lists IE9 not supporting TLS1.1 and TLS1.2 (https://en.wikipedia.org/wiki/Transport_Layer_Security#Web_browsers) which is now a PCI compliance requirement in the US (that is, making a payment to a webshop -- meaning that everybody who uses webshopping should be moving away from IE8 and 9 anyway).

Comments?


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Erik.

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Erik Huelsmann | 24 May 10:07 2016
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[Translator notification] LedgerSMB 1.4.29-rc1 released

Hi,

This is a notification for translators. I've just uploaded LedgerSMB 1.4.29-rc1. The public release of 1.4.29 has been scheduled for Friday May 27 14:00 CEST (coming Friday).

All translations updated between now and the planned release date will be included in the final release.

Not yet a translator, but interested? Check out https://www.transifex.com/ledgersmb/ledgersmb/ and start tranlating LedgerSMB to your language today!


Regards,


Erik.


---------- Forwarded message ----------
From: Erik Huelsmann <ehuels-Re5JQEeQqe8AvxtiuMwx3w@public.gmane.org>
Date: Tue, May 24, 2016 at 10:01 AM
Subject: LedgerSMB 1.4.29-rc1 released
To: Development discussion for LedgerSMB <ledger-smb-devel-5NWGOfrQmneRv+LV9MX5uipxlwaOVQ5f@public.gmane.org>


Hi all,

Just a minute ago, I've uploaded 1.4.29-rc1. The changelog is respectable, with one new feature by Yves Lavoie. Thanks Yves!

Please test. Release planned Friday May 27 - after 14:00 CEST.

Changelog for 1.4.29
* Add disambiguating 'Create' button on setup.pl frontpage (Erik H)
* Fix 'Post and Print' button on payment screen (Erik H, #1489)
* Simpler installation: move off Makefile.PL to cpanfile (Erik H)
* Follow-up fix to allow multiple logins per user (Erik H)
* Fix documentation typos, policy (Erik H, #1206, #1498)
* Fix error after mailing order (Erik H, #1408)
* Fix saving over existing sales order drops a line (Erik H, #1431)
* Implement template transaction deletion (Erik H, #1571)
* Credit account with missing currency fails to load from db (Erik H, #1116)
* Fix manual tax shows base amount 0.00 on printed invoice (Erik H, #948)
* Fix 'X' button on invoice doesn't fully remove part (Erik H, #1564)
* Add selection of multiple consecutive periods for B/S and PNL (Yves L)

Erik H is Erik Huelsmann
Yves L is Yves Lavoie




--
Bye,

Erik.

http://efficito.com -- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.



--
Bye,

Erik.

http://efficito.com -- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.
------------------------------------------------------------------------------
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Marjanw | 22 May 15:35 2016
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Delete transactions add-on?

Hi all,

Is it possible to implement a delete transaction functionality in a separate add-on?

If so, we can make everybody happy and put an end to this discussion.

Regards,

Marjan,
Tux4u

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Peeter Pärtel | 21 May 09:56 2016
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More user cases where editing is nessesary

Hello once again,

I ask some questions from my accountant about cases when she uses editing.

But before we go into that, I really appreciate the hard work Erik and others have done and all I say here is meant as discussion points not critique. Also, we are really stuck with 1.2 version... which has not been developed many years already... one side it's great as everything works the same way all this time. Less time needed from my side to support users. But I question... how long it takes before something happens.

So I read Erik's answer to Marjan: "Some background: while the people speaking up here generally work for single-person businesses (by their own words), LedgerSMB is also being used by businesses (of o1bigtenor seems to be an example) who *do* require these anti-fraud measures, audit trails and cumulative-only posting system."

This is BIG. We use LedgerSMB mostly as one person system. Or two person... one enters data, the other checks afterwards.

Also on BIG piece of information I forgot before - most cases we use LedgerSMB to do accounting after the fact. That means our clients use their own systems or just excel or libreoffice calc and they bring us all their sales invoices and purchase invoices once a month or once a year. My person just enters all of it to LedgerSMB, so we would get balance sheet and income statement. None of this information is sent to clients. They already have their invoices. When we do it once month, then VAT report is also generated based on data from LedgerSMB.

So when they do mistakes, these are mistakes.. they just entered the wrong date... wrong number... wrong client... wrong account... editing this document doesn't affect the original document.

My accountant gave me some examples... she was entering yesterday data for different customers... for one she was doing annual report for 2014, for another 2015 and for next one entering data for april 2016. So by entering 2014 she entered six documents with 2016 date by mistake. After she was checking work done, she found these mistakes and repaired the date and saved these documents again. All done, all correct. In the end 2016 is empty. Doing it like Erik suggested using credit invoices would leave some data to 2016 period which has nothing to do with it. Sorry, nothing personal, this is just real life.

Another BIG one for us. We do accounting also with some other programs like HansaWorld. We have built up our pricelist so that when we use something else than LedgerSMB it's double the price. We measured how much time it takes to enter data into LedgerSMB vs HansaWorld and LedgerSMB takes half the time generally. So we offer better price based on that... we charge for number of entries. Moving over to work process mentioned by Erik would mean that it would slow work down to the same level like it is with other programs. Can't do it. That would mean hiring more people or letting half the customers go.

But I give You some more real life cases... maybe these help to understand different situations... it's not a final list... these are just the cases that I got as examples from one of my accountant...

With purchase transactions she choses one account at first and in some cases it needs to be changed afterwards. We also use expense account like "Document is missing" and then in the end send this list to customer ask for documents. When we receive them we change the account and save it again. Some times we check and change things in the end of year when customer decides some thing need to be assets not expenses or opposite.

Next one: double copies of client / vendor. Quite often it happens that for various reasons there has been saved the same company for multiple times. So when it comes out we resave documents under one customer or vendor and delete duplicate.

Another BIG one: VAT
Invoice has one date, but expense is for another period.
Example: Invoice is sent out on 10th of May for services in April. When Invoice goes out it's ok to have it with May date, but for VAT purposes it has to be declared for April. So we change the date later on to 30th of April, so it get's to be in the right period. This is actual demand from Tax authorities that this invoice is April declaration.
I have seen in some programs that they have two dates for each document. One as Invoice date and another for VAT purposes.

Another VAT issue: LedgerSMB doesn't know the difference between 0% VAT and VAT FREE.
So far we have handled this issue manually, but it's a huge difference. For those who don't know the difference, let me explain as short as I can:
0% VAT is mostly export inside European union or outside and it gets declared separately. It doesn't affect purchase VAT.
VAT FREE is completely different. It is applied for rents (real estate), investment gold, postal service, insurance, interest, etc. When company sells VAT FREE then for purchases related to those activities they are not allowed to ask back VAT.
And our "favorite" - mix of both type of sales, both with VAT and VAT FREE. Which means for some purchases 100% VAT gets asked back, for some some other percentage and for some nothing.

To bring it all together:

As one-person system we need editing of all documents.

For mid-size companies where are many employees they need to have zero possibility to change something after the fact.

Can both of these scenarios exist in LedgerSMB? Or we also better start looking for something else which fits with our one-person system needs.


LedgerSMB user right from the beginning,

Peeter Pärtel












------------------------------------------------------------------------------
Mobile security can be enabling, not merely restricting. Employees who
bring their own devices (BYOD) to work are irked by the imposition of MDM
restrictions. Mobile Device Manager Plus allows you to control only the
apps on BYO-devices by containerizing them, leaving personal data untouched!
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Bob Crandell | 20 May 02:34 2016

Handling of Customers and Vendors

Hi Guys,

I was adding some customers and noticed that I could add/edit them under
HR.  Then I noticed that employees could be added/edited under Contacts.
I'm thinking you could drop the HR menu and nobody would notice.  The
reason for dropping it is the default screen for adding an employee
starts with entering a company name with the class of Vendor.  If doing
this under Contacts select Person and choose the employee class.  No big
deal.

Just a thought.

--

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------------------------------------------------------------------------------
Mobile security can be enabling, not merely restricting. Employees who
bring their own devices (BYOD) to work are irked by the imposition of MDM
restrictions. Mobile Device Manager Plus allows you to control only the
apps on BYO-devices by containerizing them, leaving personal data untouched!
https://ad.doubleclick.net/ddm/clk/304595813;131938128;j
Arne Hanssen | 17 May 17:14 2016
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Handling of Customers and Vendors.

Hi.
I'm using LSMB 1.4.28 and two questions came up recently:

1. How do I prevent a vendor from showing up in dropdowns etc.?  For 
example one of my vendors went bankcrupt recently and I don't need to 
have him "clutter" my dialogs.  I tried to set 'Credit Accounts' -> 'End 
Date' in the 'Edit Vendor' dialog, but there is no Save button so I 
could not give that a try...

2. I also discovered that one om my customers has a customer number way 
outside the number scope for customers.  How can I fix that, given that 
it is possible?

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Mobile security can be enabling, not merely restricting. Employees who
bring their own devices (BYOD) to work are irked by the imposition of MDM
restrictions. Mobile Device Manager Plus allows you to control only the
apps on BYO-devices by containerizing them, leaving personal data untouched!
https://ad.doubleclick.net/ddm/clk/304595813;131938128;j

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