1.4

How do I change the templates to my liking?

The templates use the Template Toolkit scripting language to generate actual content.
Depending on the typesetting language, the files use
* HTML;
* (Xe)LaTeX; or
* plain text
as the typesetting system.

While LaTeX and XeLaTeX are extremely similar, some differences exist, mainly in the area of font selection and document preamble.

Should I install LedgerSMB modules in /usr/share or /usr/local?

In general: no.

It works, but interferes with troubleshooting and running side-by-side versions: It works fine but it makes support harder :-)

To undo installation in /usr/local, delete /usr/local/share/perl/5.XX.X/LedgerSMB and move the .pl files that belong to LedgerSMB and LedgerSMB.pm in /usr/local/share/perl/5.XX.XX/ another directory.

Select all parts in orders

All parts in order, from '2012-04-21' and '2012-04-22':

select p.partnumber, count(*), sum(qty) from orderitems o join parts p on p.id = o.parts_id where trans_id in (select id from oe where not closed and transdate between '2012-04-21' and '2012-04-22') group by p.partnumber;

What is the difference between a Sales Invoice and a Sales Order in LedgerSMB?

The simple one:
Sales order: Customer wants to buy something.
Sales invoice: Customer owes for goods and services delivered.

Business-flow-wise, typically you take an order before everything is done necessary for the transaction to hit the books, and convert it to an invoice when everything that has been done for the income to be realized has happened. This typically means:

1) Goods or services are delivered
2) Any approval/error checking the business requires has happened

Changelog for upcoming 1.4

To give folks an idea of where the next release is coming, I figure it is worth posting this and updating it from time to time.

Changelog for 1.4 Series
Forthcoming

How do I "undo" or reverse a payment to a vendor?

I have made a payment to a vendor, but entered an incorrect date, far in
the future. Consequently the payment does not show when I try to reconcile
the relevant bank statement.

How do I back-out the incorrectly entered payment?

Cash/Vouchers/Reverse Payment.

Then when you are done adding the payments you want to reverse,
approve the batch.

How do I migrate from SQL-Ledger?

A lot of people are wondering how to manage their migration to LedgerSMB from SQL-Ledger. While there is no one simple answer that will suit everyone's situation, there is some general advice.

First thing to know is - you are among friends. LedgerSMB is built on a community of people who want to see the software and it's users succeed. Information is freely shared, and as long as you are prepared to have a go at helping yourself, we are happy to jump right in and help you do that!

We now have a mailing list, whether you are actively working on migrating to LedgerSMB or even if you are staying with SQL-Ledger for now and want some friendly community support, join up the User List to get SQL-Ledger to LedgerSMB migration help

The best course of action depends on your situation:

Is LedgersSMB free software?

Yes, its Open source. The tools we use (Perl, PostsgreSQL, Apache ++) is also Open source.
Open source means that the source code of the software is available for free to everyone and you can modify the code and distribute it yourself. http://en.wikipedia.org/wiki/Open_source

Can VAT be automatically be split off into the required VAT accounts?

Short answer: Yes

LedgerSMB can tie product sales to a tax class so that VAT can automatically be split off into the required VAT accounts on a sale, and when cancelling an invoice, automatically perform the reverse bookings.

Each product can be 'attached' to an account and the associated % will be applied automatically.

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