LocalBooks v0.11.0

LocalBooks v0.11.0: local-first, double-entry accounting.

What's new

• Six more reports. Profit & Loss by Month, Transaction List by Customer,
  Transaction List by Vendor, Expenses by Vendor by Month, Transaction Detail by Account
  and Voided Transactions are in the report list. Like the other detail reports, each can be
  customized, saved, exported and printed, and a click on a line opens its transaction.
• Add a new vendor right from a bill or check. The Vendor box on bills, checks, expenses,
  purchase orders and vendor credits lists matching vendors as you type. When the name isn't on the
  list, choose Add as a new vendor, or Add with details… to fill in the address and terms
  too.
• Add a new customer or item right from a sale. The Customer box on invoices, sales receipts,
  estimates and credit memos works the same way, with Add as a new customer. The
  Product/Service column ends in ＋ Add new item…, which adds the product or service and fills
  in the line.
• See all of a vendor's or customer's transactions. Click a name in the Vendors or Customers
  list and its bills, checks, invoices and payments show underneath, newest first, with a total.
  Double-click one to open it.
• Open a transaction from a register. Double-click a row in an account register to open the
  bill, check, expense or invoice itself; other entries open in the journal.
• Double-click to edit an invoice, bill, check or expense. Double-clicking a row in the
  Invoices, Bills or Expenses & Checks list opens it to edit, as Edit… in its menu does. When it
  can't be edited (it's voided, or a payment or credit is applied), LocalBooks says why.
• Classes are easier to find and add. With Track classes on transactions on (Settings ›
  Preferences › Class tracking), the Class column now shows on every form even before you've made
  your first class, and the class list ends in ＋ Add new class… so you can add one while you
  enter a bill or invoice. The guide has a new Track classes section.
• Sort registers and Reconcile. Click a column heading in an account register or in Reconcile
  to sort by date, number, payee, amount or cleared status.
• Pressing Enter moves between fields. A new General section in Settings › Preferences
  lets Enter move to the next field, as Tab does. It also has: open name lists as you type, show
  clipped text in full on hover, and start new transactions on today's date or the last date you
  entered. In Preferences, Enter now saves the box and moves to the next one.
• Recent companies in the order you opened them. The No Company Open screen shows when you last
  opened each company file, newest first, instead of when the file last changed.
• A toolbar on every transaction form. Invoices, sales receipts, estimates, credit memos,
  bills, checks and expenses, vendor credits, purchase orders, deposits, transfers, journal
  entries and Receive Payment have a row of large buttons across the top: Find, New,
  Save, Void, Print ▾, Email ▾, Attach File and Memorize, showing only what
  each form can do. On an invoice, Previous and Next step through your invoices, and
  Print ▾ › Post and print… posts and prints in one step.
• Payment method tiles. Receive Payment and sales receipts show how you were paid as large
  tiles (Cash, Check, Card, Bank / ACH, and More for Wire and Other) instead of
  a drop-down. Receive Payment also shows the customer's balance at the top right and has an
  Auto Apply button.
• The sidebar says where the company file is. Its footer ends in local, network or
  cloud (a Dropbox, iCloud or other synced folder), instead of always saying offline.

Downloads

• macOS (Apple Silicon and Intel): .dmg
• Windows: .msi or -setup.exe
• Linux: .deb, .rpm or .AppImage

Installation guide: https://turbogizzmo.github.io/LocalBooks/

Already installed? LocalBooks offers this update on its own (or Settings › Updates ›
Check for updates), and saves a copy of your company file before upgrading it.

These builds are not code-signed yet: macOS may require right-click → Open the first
time, and Windows SmartScreen may ask you to confirm (More info → Run anyway).