Update 27.09.2023

The following corrections and improvements have been implemented with the update from
27. September 2023 in the following areas:

Summary
Video about the updates

General
1. API – Time Recording, Product groups

Dashboard
2. Widget tasks

Settings
3. Accounting – Flexible Chart of Accounts – Synchronisation with Abacus ERP, Import or own
4. Accounting – Flexible Chart of Accounts – Account assignment AbaSalary
5. Accounting – Flexible Chart of Accounts – Account assignment AbaClik
6. Accounting – Accounts – deactivate
7. Time – Holidays / Vacation

Adresses
8. Expanded search in additional fields 

Customers
9. Templates – Document templates for all document types

Suppliers
10. Suppliers – Supplier documents – Balance/flat-rate VAT newly deactivated

Accounting
11. Account statement / Journal - Option for displaying VAT numbers
12. Balance sheets – Income statement – Opening balance sheet – Show selection of inactive accounts
13. VAT– Control list as Excel 

More – Evaluations & Reports
14. Delivery notes – show delivery date and reference

 

Summary

Video about the updates

 

General

1. API – Time Recording, Product groups 

AbaNinja now provides a Time Recording API as well as a Product Group API to programmatically combine AbaNinja with any application. https://abaninja.ch/apidocs/

 

Requirement:

• This function is only available with a paid subscription.

 

Dashboard

2. Widget tasks

Another widget, Orders, has been added to the dashboard. The number of open orders and the total amount are displayed.

 

 

Settings

3. Buchhaltung – Flexible Chart of Accounts – Synchronisation with Abacus ERP, Import or own

It is now possible to manage a flexible chart of accounts for new accounts. The Abacus ERP Chart of Accounts can be imported with the additional module "Abacus Financial Accounting" (AMID). The chart of accounts cannot be changed in AbaNinja, Abacus ERP takes the lead.

Without the additional module "Abacus Financial Accounting"(AMID) it is possible to create your own chart of accounts from scratch or to import a chart of accounts in JSON format. Imported charts of accounts in JSON format or charts of accounts created from scratch must have the SME chart of accounts as a basis and classification levels and accounts can be entered. Accounts that trigger VAT must also be defined as VAT accounts.

For all options, the existing chart of accounts must first be deleted. The requirement is that no entries exist yet. The account proposals are also deleted and must be regenerated or entered. When generating, the system tries to find existing standard account proposals in the new chart of accounts.

 

 

 

AbaNinja can only be used once all account proposals have been defined. After importing a chart of accounts, it is possible to update the chart of accounts at any time. The prerequisite for this is always that all booked accounts are also included in the chart of accounts to be updated.

 

 

Requirement:

• This function is only available with a paid subscription.

 

4. Accounting – Flexible Chart of Accounts – Account assignment AbaSalary

With the new possibility of a flexible chart of accounts, the account assignment in AbaSalary may also have to be modified, provided that AbaSalary and the entry in AbaNinja are used. For this purpose, there is now a possibility to assign accounts to AbaSalary.

If a booking is made from AbaSalary and the system recognises that there are non-existent accounts, the booking cannot be made and in the account statement an accounting inbox is displayed. In this inbox it is possible to enter the missing accounts accordingly.

 

 

 

Requirement:

• This function is only available with a paid subscription.

 

5. Accounting – Flexible Chart of Accounts – Account assignment AbaClik

With the new possibility of a flexible chart of accounts, the account assignment in AbaClik may also have to be modified, provided that AbaClik and the entry in AbaNinja are used. For this purpose, there is now a possibility to assign accounts to AbaClik.

 

 

Requirement:

• This function is only available with a paid subscription.

 

6. Accounting – Accounts – deactivate

Accounts that are not needed can be deactivated. Only accounts that are not stored as account proposals and accounts that are needed for AbaSalary or AbaClik can be deactivated. In the evaluations with accounts such as balance sheet, ER etc. deactivated accounts can be put out selectively.

Corrections to entries with deactivated accounts can no longer be saved and the deactivated account must be replaced. Inactive accounts do not appear in account lists.

 

 

Requirement:

• This function is only available with a paid subscription.

 

7. Time – Holidays / Vacation

It is now possible to delete or edit system holidays. To do this, the function Use system holidays must first be deactivated. Then the canton-specific public holidays can be uploaded with the button Generate system holidays. The public holidays can now be deleted or edited via the action menu. 

 

 

Adresses

8. Expanded search in additional fields

By using the search in additional fields, it is also possible to search in fields of the addresses which are not available as a column in the address list. All possible fields of the address entry mask are searched, such as contact person, telephone number or private notes etc.

 

 

Requirement:

• This function is only available with a paid subscription.

 

Customers

9. Templates – Document templates for all document types

The existing invoice templates have been extended to include templates for all document types such as offers, orders, delivery notes and credit notes.

 

 

Suppliers

10. Suppliers - Supplier documents – Balance/flat-rate VAT newly deactivated

If the balance/flat rate tax is activated for a period, there is no entitlement to input tax for the corresponding period. For these cases, the VAT field has been generally deactivated and thus a VAT rate can no longer be defined.

 

 

Accounting

11. Account statement / Journal - Option for displaying VAT numbers

For accounts with VAT liability, the corresponding VAT figures per entry can optionally be displayed in the account statement and journal. The VAT figures can also be output in PDF or Excel format.

 

 

12. Balance sheets - Income statement - Opening balance sheet - Show selection of inactive accounts

In the display options there is a new selection "Show inactive accounts". This means that deactivated accounts are no longer displayed on the balance sheets. By activating "Show inactive accounts", deactivated accounts are also displayed.

 

 

13. VAT- Control list as Excel table

Similar to other evaluations, the VAT control list is also available as an Excel output.

 

 

Requirement:

• This function is only available with a paid subscription.

 

More – Evaluations & Reports

14. Delivery notes - show delivery date and reference

In the delivery note evaluation, the reference and delivery date columns are output in the same way as in the delivery note list.