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v1.6.0

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@github-actions github-actions released this 28 Aug 00:24
· 2 commits to main since this release
42aec5f

What's new

Reports that keep their context

  • Financial-statement account lines now open the underlying General Ledger
    directly. Use the adjacent new-tab control to keep the source report open
    while investigating detail.
  • Browser Back and LedgerTB's return links restore the originating report,
    selected client, account, and reporting period after a drill-down or journal
    entry review.
  • General Ledger keeps its account filter when the dates change instead of
    falling back to all accounts.
  • Report amounts are selectable, so figures can be copied into a workpaper,
    email, or reconciliation without retyping them.

Faster date selection

  • Financial reports now include presets for the current and prior fiscal year,
    current and prior calendar year, recent 30- and 90-day periods, month-end,
    and year-end dates.
  • Firm Settings includes a per-book display preference for MM/DD/YYYY,
    DD/MM/YYYY, or YYYY/MM/DD. New books default to the US format, while
    stored accounting dates remain unambiguous ISO values internally.

Clearer statement presentation

  • Cash-flow section totals use wording that remains accurate whether cash was
    provided or used, including comparative statements whose periods have
    opposite signs.
  • The repeated Operating Expenses heading is removed from the screen,
    spreadsheets, and close-package PDF.
  • Negative statement amounts use parentheses consistently in close-package
    Excel and PDF output.
  • Ambiguous legacy Capital subtypes remain visible for human classification
    instead of silently resolving to Owner Contribution. Known seed charts and
    unmistakable corporate capital accounts retain their intended grouping;
    existing books are never rewritten automatically.
  • The assistant income-statement contract now documents classification
    readiness and warnings for current and comparative periods.

Downloads

  • Windows: use LedgerTB-windows-x64-setup.exe for the normal
    installation.
  • Mac: download LedgerTB-mac.zip, unzip it, and drag LedgerTB to
    Applications. The app is signed and notarized by Apple.

Full changelog: v1.5.1...v1.6.0