Books Version 1.9.8

Import with Stepper

We've enhanced the Import Chart of Accounts (COA) and Journal features with a new stepper-based UI/UX, providing a clearer and more guided experience throughout the import process.

The new import flow now consists of three easy-to-follow steps:

1. Import – Upload your source file.

2. Preview – Review and validate your data before proceeding.

3. Upload – Finalize and confirm the data import.

This update gives users better control and visibility, helping reduce errors and streamline the import workflow.

Import Chart of Account

Import Journal

Minor Improvement:

• Added filter in Generate Journal – Adjustment

• Finalized Recurring Menu:

  • Recurring Expenses

  • Asset Value

  • Post Recurring Expense

• Show User Creator in Manual Journal Info

• Show COA Notes in Manual Journal List

• Disabled Edit/Delete for Main COA Category

• Update COA Balance – Hide COA if balance is zero

• Improved Search Handling in Generate Journal > Filter by Outlet

• [POS Setup] – Added search in Outlet and Payment

• UI Improvements for:

  • Manual Journal

  • Record Expense

  • Receive Money

• Export COA – Added Column: ID

• Add Chart of Account – Display full category tree

• Chart of Account:

  • Implemented sorting by Category and Code

  • Added filter for Discontinued COA

Bug Fixes

• Fix [COA > Edit Account] – Account not automatically assigned after edit

• Fix Manual Journal – Error when editing journal

• Fix General Ledger – Filters by Category, Customer/Supplier, and Date not working

• Fix POS Setup > Write-off – Description not displaying

Bug Fix: