Description

See the historical SoftLedger release notes below. This page is updated periodically with the SoftLedger product releases.


TABLE OF CONTENTS


Release Notes


(November 2022)


November 30th, 2022

  • Bug fixes & improvements


November 29th, 2022

  • Bug fixes & improvements


November 28th, 2022

  • Export FX Rates 
  • Bug fixes & improvements


November 25th, 2022

  • FX rate export: API endpoint
  • Bug fixes & improvements


November 22nd, 2022

  • Default crypto decimal precision is set to 10 for new tenants
  • Bug fixes & improvements


November 20th, 2022

  • Bug fixes & improvements


November 18th, 2022

  • Bug fixes & improvements


November 17th, 2022

  • New Inventory Item type added - Direct Purchase Only
  • Bug fixes & improvements


November 16th, 2022

  • Unused Crypto Cost Layers page added
  • Ability to create a Bill directly from the text in the PO notes field by hitting 'Copy To Bill'
  • Bug fixes & improvements


November 9th, 2022

  • In the Financial module, users now have the ability to choose a single dimension for their Report Type when there are fewer than 20 selected
  • Bug fixes & improvements


November 4th, 2022

  • Indexes added to shipment receipts table
  • Bug fixes & improvements


November 3rd, 2022

  • Bug fixes & improvements


November 2nd, 2022

  • Quick filter - Add filter by right-clicking on the column header
  • Audit Log Enhancement - User access updates/deletions/additions
  • Bug fixes & improvements


(October 2022)


October 26th, 2022

  • Dimensions added as a field that can be bulk updated in Crypto Transactions
  • On the wallet creation page, the field labels for Deposit and Withdrawal Accounts now include descriptive text (debt side) or (credit side)
  • Default Financials have been renamed to "SoftLedger Default Balance Sheet" and "SoftLedger Default Income Statement"
  • Accounting Year creation process simplified
  • Bug fixes & improvements


October 17th, 2022

  • Multi-select filter added to Purchase Order detail page to filter by Purchase Order status
  • Forex revaluation performance improvements
  • Bug fixes & improvements


October 13th, 2022

  • Default GL Accounts per Vendor when creating Bills
  • Bug fixes & improvements


October 10th, 2022

  • Bug fixes & improvements


October 7th, 2022

  • Amount Due column added as a filter in Cash Mgmt -> Pay Bills screen
  • Default Due Date setting per Vendor/Customer
  • Accounting years & periods start on the first of the month
  • Set default GL account to Pay Bills 
  • Offer warning when user Selects account at a non-Global location in Report Editor screen
  • Bug fixes & improvements


October 3rd, 2022

  • Support Fee Only Transactions | sQty allowed to = 0 if it's a withdrawal with fQty > 0
  • End User License Agreement (EULA) to new user sign-ups added
  • Additional PO and SO webhooks added
  • Bug fixes & improvements


(September 2022)


September 27th, 2022

  • Bug fixes & improvements


September 21st, 2022

  • Bug fixes & improvements


September 20th, 2022

  • Crypto location context - UI updates
  • Restrict close for Financial/AR/AP module if there are draft journals for that period
  • Crypto decimal precision setting - Ability to set and view (r/s/f) Price(s) on transactions
  • Bug fixes & improvements


September 15th, 2022

  • Bulk journal upload support for optional eliminations
  • Bug fixes & improvements


September 12th, 2022

  • Consumable inventory Item Type added
  • Bug fixes & improvements


September 7th, 2022

  • Year End Closing - Cumulative Translation Adjustment (FX)
  • Updates to the Default Income Statement to make expected credit balances show without brackets, as well as updated Report Group naming
  • Bug fixes & improvements


September 1st, 2022

  • Ability to automatically split PO line items when partially received
  • Journal level Election to eliminate the financial impact of an intercompany journal entry at the parent of both locations used in the intercompany entry
  • Bug fixes & improvements


(August 2022)


August 31st, 2022

  • Bug fixes & improvements


August 26th, 2022

  • Bug fixes & improvements


August 25th, 2022

  • Bug fixes & improvements


August 24th, 2022

  • Bug fixes & improvements

August 23rd, 2022

  • Bug fixes & improvements

August 19th, 2022

  • Admin site usage enhancements
  • Bug fixes & improvements

August 18th, 2022

  • Posting date added to bill detail page
  • Bug fixes & improvements

August 16th, 2022

  • Differentiated icons for Create Journal and Create Cash Receipt
  • APIv2 - Crypto Summary Migration
  • (Do you want to save changes) or (Leave without saving) pop-up added
  • Bug fixes & improvements

August 10th, 2022

  • Bug fixes & improvements

August 9th, 2022

  • Exports now use date format if in a date column
  • Ability to add attachments for crypto transactions
  • Bug fixes & improvements

August 3rd, 2022

  • Bug fixes & improvements

August  2nd, 2022

  • Bug fixes & improvements

August 1st, 2022

  • Bug fixes & improvements




(July 2022)


July 31st, 2022

  • Bill bulk upload support for custom fields (not dimensions)
  • Tab to view related audit logs in SO/PO detail view added
  • External fields added to Warehouses
  • Bug fixes & improvements

July 22nd, 2022

  • Audit Logs - update to add detail for crypto dimensions
  • Bug fixes & improvements

July 20th, 2022

  • Bug fixes & improvements

July 19th, 2022

  • Export updates: numbers formatted as numbers, and dates formatted using system date format setting
  • Bulk Action "Create PO" for Re-ordering Stock added
  • Ability to edit all 6 Crypto Dimensions
  • Default system setting changed to ON for Hide Location from Financials
  • Posted Date and Invoice Date as filterable columns in Bill Pay Table added
  • Bug fixes & improvements

July 14th, 2022

  • Ability to edit POs that are partially fulfilled
  • Bug fixes & improvements

July 13th, 2022

  • Currency selector added to Financials report

July 12th, 2022

  • Bug fixes & improvements

July 11th, 2022

  • Webhook on shipment receipt added
  • Ability to review all transaction level reports in their posted currency so you can reconcile against external sources in that currency
  • Crypto Cost Basis Journal Entry Creation
  • Crypto Bulk Upload
  • Financial report start dates default to start of current accounting year
  • Added validation in Financials -> Location screen that prevents one from changing location currency if the accounting period is closed
  • Column Visibility is now sorted alphabetically & organized into columns
  • Document number set as attachment name when downloaded or sent over email
  • Ability to create a Cash Receipt from the Invoice Summary and Invoice Details page
  • Bug fixes & improvements

July 6th, 2022

  • Bug fixes & improvements

July 3rd, 2022

  • APIv2 Docs - update filtering section to respect filter and filterType detail
  • Bug fixes & improvements


(June 2022)


June 30th, 2022

  • Ability to create PO for Unfulfilled Line Items on Sales Orders
  • Notes in the Journal Report as a column filter added
  • All server-side exports replaced with paginated frontend downloads
  • CSV exports use order from UI
  • Bug fixes & improvements

June 24th, 2022

  • API Docs financials
  • Welcome email sent to new users of SoftLedger
  • Bug fixes & improvements

June 20th, 2022

  • Additional Sales Order visibility in the Purchase Order module
  • Bug fixes & Improvements

June 17th, 2022

  • Bug fixes & improvements 

June 16th, 2022

  • Bug fixes & improvements

June 15th, 2022

  • Add the Location in Location Picker to the file name or at top of the Excel file of Trial Balance Excel export
  • Trial balance export now has the name and id of the location in the first row of the export
  • Bug fixes & improvements

June 14th, 2022

  • API docs APIv2/fxrevalue
  • Bug fixes & improvements

June 13th, 2022

  • Users can now choose what coins can be impaired
  • Export financials without report mappings
  • Financials Export button now has a side button with a drop-down to perform a "Summary Export"
  • Bulk Option of adding Cost Center when creating Journals from Bank Feed
  • Bug fixes & improvements

June 9th, 2022

  • When creating a reversal Journal Entry in the UI, the notes field is set to indicate reversal
  • Bug fixes & improvements

June 8th, 2022

  • API docs crypto-transactions
  • Migrate APIv2 to Nodejs v16
  • Bug fixes & improvements

June 3rd, 2022

  • When receiving an item users now have the option to update that item's default purchase price to the received price.

June 2nd, 2022

  • Bug fixes & improvements


(May 2022)


May 31st, 2022

  • Rewrite API gateway in go
  • Bug fixes & improvements

May 26th, 2022

  • Bug fixes & improvements

May 25th, 2022

  • AP Aging performance improvements
  • Feature flag added per tenant which enables/disables impairment
  • Improved error codes for bulk upload journal entries with transaction date in the future
  • Bulk upload for Wallets
  • Bug fixes & improvements

May 11th, 2022

  • Webhooks added for stock adjustments, transfers, and shipment receipt line voids
  • Bulk Item Upload for Vendor Part Number added
  • Bug fixes & improvements

May 6th, 2022

  • SO IDs now visible for Purchase Order View Lists and Details
  • Bug fixes & improvements

May 4th, 2022

  • Bug fixes & improvements

May 2th, 2022

  • Bug fixes & improvements