Release Notes & Changelog

Keystone Accounting Lite v1.1.3 is Live! 📈

Version 1.1.3 is a major feature expansion focused heavily on Statutory Compliance, Reporting, and finalizing the Year-End Audit process. We have introduced a brand-new Accountant's Dashboard, overhauled the PDF generation engine, and completely reimagined the system's User Manuals.

📊 The Accountant's Year-End Engine

• Dedicated Audit Dashboard: Introduced a new, high-level financial dashboard tailored specifically for South African auditors and accountants. It provides instant visual summaries for the Income Statement (P&L), Estimated VAT Liability, Aged Receivables (Debtors Book), and Closing Inventory Valuation.

• Statutory Tax Year Defaulting: The new dashboard intelligently defaults its date filters to align perfectly with the standard South African Financial Tax Year (March 1 to Feb 28/29).

• Export Audit Pack: Accountants can now instantly download raw data ledgers (Trial Balance & GL, Aged Debtors/Creditors, and Inventory Valuation) in CSV format for seamless external reconciliation.

📄 Advanced PDF Architecture

• Standalone Statutory PDF: Built a pristine, A4 Landscape optimized HTML/CSS template specifically for the new Accountant's Report. This template completely strips away all web UI elements (shadows, sidebars, buttons) for a formal, printable document.

• Bulletproof Logo Encoding: Engineered a robust Base64 image encoding block directly inside the PDF templates. The system now utilizes the PROJECT_ROOT constant to flawlessly locate the physical logo file on the server, encode it, and inject it into the PDF so it renders perfectly regardless of local network or SSL restrictions.

• Isolated Rendering Engine: Upgraded the ReportController to bypass the native web wrapper when generating PDFs, ensuring the global web header and footer never bleed onto printed pages.

📚 Documentation & User Manual Overhaul

• System-Native Aesthetic: Completely redesigned the HTML layouts of both the Admin Manual and the Customer Portal Manual to match the system's sleek, modern .theme-card and .shadow-sm aesthetic.

• Dark Mode Integration: Integrated a functional, vanilla JavaScript Light/Dark Mode toggle into the manuals that automatically saves user preferences to local storage.

• Comprehensive Content Expansion: Massively expanded the documentation to include detailed explanations of Credit Notes (strict invoice linking and stock returns), Multi-Currency billing, Exchange Rates, and the Credit Limit Warning engine.

🎨 Global Branding & UI Polish

• Custom Brand Injection: Replaced the default Bootstrap blue primary color with a custom Keystone green (--ks-green: #198754) across all system manuals and PDF templates.

• UI Consistency Fixes: Standardized table action buttons across the Inventory and Audit Logs views, upgrading them from blocky groups to modern, flex-based layouts with .rounded-pill styling to match the rest of the application.

• Opacity Bug Patch: Fixed a CSS overriding bug where solid background colors were hiding badge text by updating the .bg-primary class to respect Bootstrap's native rgba() opacity variables.

Keystone Accounting Lite v1.1.2 is Here! 🚀

Version 1.1.2 is a massive Quality of Life (QoL) and UI/UX update. We completely overhauled the frontend architecture to unify our layouts, introduced a beautiful new global Help Engine, and refined the overall visual experience across the Admin dashboard and Client Portal.

🌐 Global Layout Unification & UI/UX

• Intelligent Master Layouts: Eradicated layout fragmentation. We merged over 9 separate header, footer, and sidebar partials into a single, intelligent global header.php, sidebar.php, and footer.php. The system now dynamically adapts its structure and navigation based on the user's role (Admin, Staff, or Customer).

• App-Like Navigation: Completely hid default browser scrollbars globally for a cleaner, modern, native-app feel across all devices.

• Scroll Progress & Quick-Return: Introduced a dynamic, bottom-right scroll progress indicator ring that seamlessly doubles as a "Back to Top" button on long data tables and reports.

• Sticky Footer Engine: Implemented a robust CSS flexbox layout ensuring the application footer always stays neatly at the absolute bottom of the screen, even on pages with minimal content.

• Dark Glass Portal Enhancements: Fixed inline CSS overrides so the beautiful "Dark Glass" Client Portal theme perfectly respects Bootstrap 5's Light/Dark mode toggler.

💡 Contextual "Zero-Breakage" Help Architecture

• The Global Help Offcanvas: Added a dedicated Help button to the top global navigation bar. Clicking it slides out a beautiful offcanvas panel from the right.

• View-Specific App Logic: We injected context-aware documentation directly into every single view file in the application using safe PHP output buffering. The help panel now dynamically explains the exact business logic of the screen you are currently on—such as how Credit Limit warnings calculate, when Stock is deducted vs added, how the VAT extraction works, and what specific Document Statuses mean.

🤝 Client Portal Refactoring

• Portal Engine Migration: Transitioned all Client Portal views (Quotes, Invoices, Credit Notes, Payments, Statements, and Profile) to utilize the new unified layout engine.

• PHP 8.1+ Stability: Proactively patched multiple strict type deprecation warnings (specifically resolving htmlspecialchars(null) errors) on the Client Profile and Edit screens.

🛠️ System Optimizations & Code Cleanup

• Controller Routing Upgrades: Refactored the BaseController layout loader to cleanly route Auth, Portal, and Admin traffic through the new master template files.

• Redundancy Purge: Safely deleted deprecated partial files (auth_header.php, portal_sidebar.php, etc.) resulting in a lighter, faster, and much easier to maintain codebase.

Keystone Accounting Lite v1.1.1 is Here! 🚀

Version 1.1.1 is a massive feature and stability release, introducing a complete, end-to-end procurement ecosystem and introducing bulletproof, enterprise-grade database migration tracking for our Over-The-Air (OTA) updates.

📦 Procurement & Purchasing Engine

• Vendor Management: Introduced full CRUD operations for supplier management, allowing you to track company details, contact information, and tax numbers.

• Purchase Orders (POs): Added a comprehensive PO lifecycle (Draft, Sent, Received, Cancelled) with automated line-item calculations and a dedicated read-only preview screen.

• The Financial Bridge: Implemented an airtight accounting link. Marking a PO as "Received" now automatically updates live inventory stock_quantity AND auto-generates a locked-in Expense record to ensure your Profit & Loss (P&L) remains mathematically perfect.

• PDF & Automated Emailing: Added one-click PDF generation and direct-to-vendor emailing for Purchase Orders, complete with a new customizable new_po email template.

📊 Reporting & Dashboards

• Purchasing Reports: Deployed two new financial reports: Purchases by Vendor (to track top suppliers by spend) and Purchases by Item (to identify frequently ordered inventory).

• Dashboard Integration: Overhauled the Home and Admin dashboards to display "Active POs," "Total Vendors," and a "Recent Purchase Orders" data table.

• Theme-Responsive UI: Restored intelligent Bootstrap 5 utility classes (bg-body-secondary) to dashboard data tables so headers adapt seamlessly between Light and Dark modes.

⚙️ OTA Updater & Installer Upgrades

• "Zero-Breakage" Migration Tracking: Fixed a critical flaw in the OtaUpdater that forced redundant table creations. The system now securely tracks its exact schema state via a new db_version column in the settings table, ensuring historical .sql files are safely ignored during updates.

• Strict Pathing Enforcement: Refactored the OTA extraction logic to strictly target the $projectRoot, preventing migrations from accidentally dropping into subdirectories.

• The "Cascade" Installation Method: Completely rewrote the fresh installation engine (install/index.php). Fresh installs now deploy the baseline scheme.sql and instantly cascade through the /migrations folder, guaranteeing new users and updated users land on the exact same database architecture without manual developer intervention.

🐞 Bug Fixes & System Tweaks

• DataTables Empty State Crash: Resolved a UI bug where empty reports threw a DataTables TN/4 parameter error by removing hardcoded HTML empty states and letting the DataTables library naturally render its native "No data available" message.

• Exchange Rate Query Error: Fixed a SQL exception in the new purchasing reports by stripping out legacy exchange_rate multipliers from the PO subtotal queries.

• Migration Squashing: Consolidated all new CREATE and ALTER statements for Vendors and POs into a single, clean 1_purchasing_and_version_bridge.sql file to optimize the update payload and prevent transactional hiccups.

Keystone Accounting Lite v1.1.0 is Here! 🛡️

Version 1.1.0 is a major improvement update focused heavily on fortifying system security, overhauling the licensing engine, and introducing seamless Over-The-Air (OTA) updates.

🔒 Security & Architecture

• 3-Layer Tamper Protection: Implemented a strict security protocol that hard-stops execution if core files are modified or licensing checks are bypassed. Defenses are now active at the Root (index.php), Router (BaseController.php), and Database (database.php) levels.
• Upgraded License Storage: Migrated from a vulnerable PHP configuration file to a secure, flat-file storage system (app/config/license.key).
• Decoupled Security UI: The license activation and tamper-alert screens are now entirely standalone. They run independently of the main application layout, ensuring security blocks render perfectly even if the core application breaks.
• Dynamic Security Tokens: The system now utilizes daily rotating RC_CORE_SECURE tokens to authenticate internal routing and database connections.

⚙️ Core Features Added

• Over-The-Air (OTA) Updates: Added the OtaUpdater engine to gracefully handle remote downloading, zip extraction, and automated .sql database migrations.
• Licensing SDK: Introduced the AppClient library to manage remote server validation, update checking, and dynamic developer news feeds.
• API Caching: Implemented a robust local JSON caching layer to prevent API rate-limiting against the remote licensing server and dramatically improve page load speeds.

🐞 Bug Fixes & System Tweaks

• Version Handling: Fixed an issue where version numbers were not displaying correctly. version.php is now properly executed by the system rather than read as plain text.
• Installer Optimization: Updated install/index.php to natively support the new flat-file licensing structure and stripped out redundant file-writing logic.
• Settings Management: Rewrote the AdminController settings saving logic to securely write new license keys directly to the .key file and instantly clear API caches.

🗑️ Required System Cleanup

To complete this integration and prevent security vulnerabilities or system conflicts, you must permanently delete the following legacy files from your server/codebase:

• Delete: license_config.php (Located in the root folder)
  Reason: License keys are now securely stored in app/config/license.key. Leaving the old PHP config file exposes legacy logic and creates unnecessary clutter.
• Delete: app/views/errors/license_lockout.php
  Reason: The lockout UI has been moved to the root license_check.php file so that it executes before the MVC framework even boots. The old view file is completely obsolete and will no longer be called.

Keystone Accounting Lite v1.0.9 is Here! 🚀

Version 1.0.9 brings a massive leap forward in usability and communication. We've introduced full mobile responsiveness, powerful new customer management tools including multiple email support and VAT tracking, and beautiful new financial visualizations.

🆕 New Features

• Full Mobile Responsiveness: The entire application (Admin & Portal) now features a smooth, slide-out sidebar overlay. We've integrated official DataTables Responsive extensions to eliminate horizontal scrolling by smartly collapsing columns into expandable rows, and action buttons now dynamically adapt for thumb-friendly touch targets on mobile devices.
• Advanced Customer Communication: You can now assign multiple email addresses to a single customer via a dynamic "+" button. The system will send invoices, quotes, and statements to all registered addresses simultaneously. We've also added a dedicated "VAT Registration Number" field that automatically displays on all generated PDF documents.
• Auto-Email Notification Controls: Added a new toggle on the customer profile allowing you to disable automatic cron job emails (like overdue reminders) for specific clients without affecting manual sending capabilities.
• Automated Bug & Feature Reporting: A dedicated "Report Issue" tab in the Admin Settings allows you to submit bug reports or feature requests—complete with detailed descriptions and multiple screenshot attachments—directly to the Keystone Lite development team.
• Financial Visualizations: Added beautiful Chart.js graphs to the Invoices and Payments list pages, giving you a clear visual breakdown of your total invoiced amounts and collected revenue over the past 12 months.
• Customer Portal Upgrades: Clients can now update their own physical address and VAT Registration numbers directly from the "My Profile" page in the secure client portal.

✨ Enhancements & Fixes

• Cron Job & Automation: Manually triggering "Run Tasks" now executes silently in the background using cURL with a loading spinner, completely preventing disruptive page redirects. We also redesigned the Cron Management dashboard with quick-stat widgets and upgraded the log viewer into a professional, dark-themed server terminal interface.
• Smart Client Preferences: The background cron script now actively respects the new email_notifications setting, ensuring opted-out customers do not receive automated overdue, expiring, or recurring document emails.
• System Core Fixes: Resolved a fatal error (Call to undefined method SettingsModel::getNextDocumentNumber()) that prevented the creation of new Credit Notes, and fixed PHP 8.1 deprecation warnings on the portal profile page.

⚙️ Technical Changes (Developer Notes)

• Controllers & Models: Refactored the Email.php library to parse comma-separated email strings for primary recipients and BCC distributions. Added email_notifications and company_vat_number to CustomerModel, added getNextDocumentNumber() to SettingsModel, and updated AdminController to handle silent cURL executions.
• Views & Helpers: Injected DataTables Responsive CSS/JS and mobile backdrop overlay logic globally via header.php and footer.php. All PDF templates (Invoice, Quote, Credit Note, Statement) now conditionally render customer VAT numbers. Completely re-engineered the Cron UI views for a modernized UX.

Keystone Accounting Lite v1.0.8: The Foundation Update 🏗️

Version 1.0.8 is a milestone release! We have completely rebuilt the core architecture of Keystone Accounting Lite from the ground up. Because we have introduced a vastly superior database schema and a brand-new application framework, this update requires a clean, fresh installation. This reset paves the way for unparalleled security, speed, and future scalability.

⚠️ Important Upgrade Notice

Due to the comprehensive database overwrite and application layout changes, a standard OTA (Over-The-Air) update is not possible. You must perform a clean installation. Please ensure you back up any existing client or financial data before proceeding with the new setup.

🚀 Massive Architectural Upgrades

• Modern UI/UX Overhaul: We have transitioned the entire frontend and client portal to a beautiful, lightning-fast Tailwind CSS framework. This includes a seamless, user-toggleable Dark/Light mode experience that looks gorgeous on any device.
• Enterprise-Grade Security: The system has been fortified with global CSRF (Cross-Site Request Forgery) protection on all forms, mathematical CAPTCHA spam verification, brute-force login lockouts, and strict role-based access control.
• Unified Admin Dashboard: We have completely merged the website management tools. You can now manage your system settings, user access, software versions, and FAQs all from a single, centralized command center.
• Asynchronous Email Engine: Introduced a database-driven background email queue. System notifications and client emails are now processed asynchronously, drastically improving page load times and bypassing strict shared-hosting email rate limits.
• Database Optimization: Streamlined the entire database structure. We eliminated redundant configuration tables and optimized relationships to guarantee data integrity and faster query execution.

While a clean install takes a few extra minutes, this new enterprise-grade foundation ensures Keystone Accounting Lite remains the most robust free accounting platform on the market. Welcome to the next generation!

Keystone Accounting Lite v1.0.7 is Here! 🚀

Welcome to version 1.0.7! This feature-rich update brings powerful Recurring Income Projections, an enhanced Admin Dashboard, and a massive sweep of bug fixes to perfect system stability and reporting accuracy.

🆕 New Features

• Recurring Income Projection: Added a visual forecasting chart to both the Recurring Invoices page and the main Admin Dashboard. The system smartly calculates projected revenue for the next 12 months based on active recurring profiles and their specific frequencies (Weekly, Monthly, Quarterly, Annually).
• Enhanced Admin Dashboard: Upgraded the "Top Buying Customer" and "Top Selling Product" widgets to display a list of the Top 5 performers instead of just the single highest. The new Recurring Income chart has also been integrated for better cash flow visibility.

✨ Enhancements & Fixes

• System Core & Notifications: Resolved a critical issue where Flash Notifications (Success/Error toasts) were missing on the Admin Dashboard and Settings pages. Also fixed a bug that caused notifications to silently "stack up" and appear all at once (4-5 at a time) when navigating between pages.
• Recurring Invoices: Fixed a URL routing bug caused by case-sensitivity in Linux environments that redirected users to the home page when trying to Activate, Stop, or Edit a profile. Fixed a status saving bug by strictly enforcing lowercase database constraints (active, paused, cancelled).
• Payments & Client Portal: Fixed an "Undefined property" crash on the Payments History page. Resolved a calculation error on the Portal Dashboard where the "Amount Outstanding" was incorrectly subtracting historical payments from currently open invoices. Fixed a crash when clients viewed an invoice in the portal.
• Reporting & UI: Patched "Undefined array key" errors that caused the Aged Receivables report to crash or show zero values. Updated table headers across all reports, Customer lists, and Inventory lists to use a dark theme for superior contrast in both Light and Dark modes.

⚙️ Technical Changes (Developer Notes)

• Controllers & Models: Updated PaymentModel to select the missing is_company column. Added getProjectedIncome() logic to RecurringInvoiceModel. Updated AdminModel to fetch top 5 records. Refactored PortalModel and ReportModel queries to ensure strict financial accuracy.
• Views & Helpers: Updated footer.php to properly render flash toasts globally on admin pages. Updated session_helper.php with logic to prevent duplicate notifications from queuing. Added Chart.js rendering logic to the Admin and Recurring Invoice views.

Keystone Accounting Lite v1.0.6 is Here! 🎉

Kicking off the new year with version 1.0.6! This feature update introduces powerful administrative tools like System Email Auditing and Automatic Database Updates, along with critical fixes to the Quote-to-Invoice pipeline.

🆕 New Features

• System Email Audit (BCC): Added a new "BCC System" toggle in Admin Settings -> Email (SMTP). When enabled, a blind carbon copy (BCC) of every email sent by the system (Invoices, Quotes, Welcomes, etc.) is automatically routed to your Company Email address, ensuring a complete and effortless audit trail.
• Automatic Database Updates: Implemented a self-executing migration system. When installing an update ZIP, the system now automatically scans the /install/ folder, executes any pending SQL updates directly against the database, and marks them as completed. No more manual SQL imports!

✨ Enhancements & Fixes

• Quote to Invoice Conversion: Fixed a critical bug where line items were missing during conversion. The logic now correctly carries over the "Manage Stock" status and "Unit of Measure" for every item, ensuring accurate inventory deduction when a Quote becomes an active Invoice.

⚙️ Technical Changes (Developer Notes)

• Database: Added the smtp_bcc_system column to the settings table and updated install/scheme.sql for fresh installations.
• Controllers & Models: Integrated runDatabaseMigrations() into the AdminController. Updated QuoteModel to fetch stock tracking fields, and updated SettingsModel to handle the new BCC setting. The Email library now dynamically applies $mailer->addBCC() when enabled.
• Views: Fixed invoices/add.php to properly serialize PHP arrays into JavaScript objects for seamless frontend data population, and updated the Admin Settings view with the new BCC toggle UI.

Keystone Accounting Lite v1.0.5 is Here! 🎉

Version 1.0.5 brings powerful new capabilities to the platform, including a fully integrated Attachments System, strict Credit Note linking, and advanced Inventory tracking, alongside crucial UI and database optimizations.

🆕 New Features

• Attachments System: Added full support for uploading files (PDFs, Images, Docs) to Invoices, Quotes, and Credit Notes. Customers can securely view and download these files directly from their Client Portal, while admins can manage them from the edit screens.
• Strict Credit Note Linking: Completely overhauled the Credit Note workflow to enforce Invoice Linking. The new "Select Invoice -> Select Items" flow prevents orphaned credit notes, auto-populates pricing, and automatically updates the parent invoice's balance (e.g., marking it as 'Paid in full').
• Inventory Item History & UOM: Introduced a Unit of Measure (UOM) field (e.g., Each, Hour, Kg) visible across all forms and PDFs. Added a detailed Item Overview page displaying stock levels, total revenue, and a complete transaction history table.

✨ Enhancements

• Admin Interface: Added a Credit Limit Warning to the Invoice Creation screen. Added a quick-access "Credit Notes" tab to the Customer Detail view. Fixed Dark Mode display conflicts on the Invoice and Credit Note creation forms.
• Client Portal: Brought Search, Pagination, and Sorting to the "My Credit Notes" page. Updated the web-based document views to display full client addresses matching the PDF layouts, and resolved Dark Mode visibility issues on portal tables.
• PDF Documents: Standardized the Credit Note PDF layout to match Invoices and Quotes perfectly. Added the Reference Invoice Number to the header, removed irrelevant banking details, and added the new UOM column to all document templates.

⚙️ Technical Changes & Bug Fixes

• Database Architecture: Created the new attachments table. Added unit_of_measure to inventory items, manage_stock to invoice items, and credit_limit / is_active to the customers table. scheme.sql has been updated for fresh installations.
• System Stability: Refactored InvoiceModel to resolve SQL transaction Deadlock/Lock Wait Timeout errors during stock deduction.
• Controller Updates: Upgraded CreditNoteController to handle AJAX fetching of unpaid invoices. Updated CustomerController and PortalController to support the new Credit Note history and secure attachment serving.

ℹ️ Abandoned changes

Keystone Accounting Lite v1.0.3 is Here! 🎉

We are wrapping up the year with a massive feature update! Version 1.0.3 introduces highly requested tools like Customer Statements, interactive Client Portal actions, and critical UI refinements to perfect the Dark Mode experience.

🆕 New Feature: Customer Statements

• Generate & Email: You can now generate, preview, download, and email professional PDF account statements directly from the Customer View.
• Running Balances: The system now intelligently compiles a combined ledger of invoices and payments to calculate accurate running balances.
• Date Filtering: Added a new Statement Preview screen allowing you to filter transactions by date range before generating the final PDF.

✨ Enhancement: Interactive Customer Portal

• Live Web Views: Clients can now view beautiful HTML versions of their Quotes and Invoices directly in their browser before downloading the PDFs.
• Quote Interactions: Added interactive Approve and Decline buttons allowing clients to respond to Quotes instantly from their portal.
• Admin Alerts: Implemented automated email notifications to alert administrators the exact moment a client approves or declines a quote.

📊 Improvement: Payment Reporting

• Dedicated Reporting: Migrated "Payment History" into its own dedicated Payment Report under the Reports section, complete with custom date range filtering.
• Dark Mode Optimization: Fixed visibility issues in the Payment Report table headers and footers when Dark Mode is active.

🐞 Bug Fixes & Refinements

• Email Placeholders: Fixed the {{name}} tag across all controllers to correctly output the client's Full Name or Company Name (instead of just their first name).
• Quote Conversion: Converting a Quote to an Invoice now properly pulls your Default Invoice Terms from your settings, rather than carrying over the old Quote terms.
• DataTables Fix: Resolved a "Requested unknown parameter" crash that occurred when viewing an empty Expense Report.
• UI Polish: Applied broad Bootstrap class fixes to ensure all tables and buttons remain perfectly visible in Dark Mode.

📁 Developer Notes (Files Modified)

• New Files: statement_preview.php, view_invoice.php, view_quote.php, statement_template.php, and payments.php (Reports).
• Updated SQL: scheme.sql updated to include the new email templates (send_statement, admin_quote_approved, admin_quote_declined).
• Modified Core: Extensive updates to the Customer, Invoice, Portal, Quote, Report, and User Models/Controllers.

Keystone Accounting Lite v1.0.2 is Here! 🚀

This major update brings a massive wave of improvements, UI enhancements, and critical under-the-hood fixes to make your accounting experience smoother and more reliable.

🔍 Global Search & Data Grids

• Global Search: Fully implemented across the application! Added a unified search bar to the sidebar and engineered the backend to handle complex queries without crashing.
• DataTables Integration: Added robust pagination, sorting, and on-the-fly search to all tables (Users, Quotes, Invoices, Payments, Expenses, Inventory, and Customers).
• UI Cleanup: Removed manual "No records found" rows, allowing DataTables to elegantly handle empty states, and resolved "unknown parameter" errors in the portal views.

🛠️ Core System & Numbering Fixes

• Bulletproof Numbering: Overhauled Invoice and Quote numbering. Replaced faulty logic with reliable Regex and introduced a "Safety Loop" to completely prevent duplicate document numbers during creation.
• Dashboard Calculations: Fixed the "Amount Outstanding" calculation to properly ignore payments attached to cancelled invoices.
• System Stability: Resolved a "Class not found" error on the dashboard and corrected the inventory item edit form routing.

✨ New Features & Portal Updates

• Quote Deletion: You can now delete quotes! Added intelligent backend logic to prevent the accidental deletion of quotes that are already marked as "Approved" or "Invoiced."
• Smarter Client Portal: "Draft" status documents are now completely hidden from your clients. We also fixed a parameter crash that occurred during client login.
• Email Improvements: Fixed a currency display issue by properly injecting the global currency_symbol into all outgoing email templates.
• Access Control: Fixed an access bug so logged-in customers can now reliably generate and download their PDFs without triggering a false "login required" error.

Welcome to Keystone Accounting Lite! 🎉

We are thrilled to announce the official launch of Keystone Accounting Lite v1.0.1. This initial release brings a robust, self-hosted, and completely free enterprise-grade accounting solution to the community.

Core Features Included in this Release:

• Real-Time Dashboard: An instant bird's-eye view of your financial health, tracking total sales, outstanding payments, and expenses.
• Professional Invoicing: Create, manage, and email VAT or Non-VAT invoices with automated, branded PDF generation.
• Quote Management: Send professional quotes to your leads and convert them directly into active invoices with a single click.
• Self-Service Client Portal: A secure, dedicated login area for your clients to view their ledger, check quote statuses, and download past invoices.
• Inventory & Stock Control: Manage products and services, track cost margins, and automatically decrement stock levels upon invoicing.
• Expense Tracking: Categorize and log all business purchases to maintain an accurate, real-time net profit calculation.

Thank you for joining us on day one. We are committed to keeping this community edition 100% free forever, and we look forward to rolling out regular updates based on your feedback!