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source: accounting-for-woocommerce/trunk/readme.txt @ 3107977

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1# Accounting for WooCommerce
2
3Contributors: bastho, leroysabrina, enzomangiante, agencenous 
4Tags: woocommerce, accounting, bookkeeping, vat, export
5Requires at least: 5.3 
6Requires PHP: 7.4 
7Tested up to: 6.5 
8Stable tag: 1.6.4 
9License: GPLv2 
10License URI: https://www.gnu.org/licenses/gpl-2.0.html
11
12All you need to transfer accounting data from Woocommerce to accounting softwares!
13
14## Description
15
16Define global codes for each type of data: products, taxes, shipping fees, payment methods, account number, analytic.
17
18You can export your orders in a CSV file, filtered by date and status, set columns and separators so every common Accounting Software.
19At this time, tested on : CIEL, Cogilog, EBP Accounting, GNUcash
20
21With the <a href="https://apps.avecnous.eu/product/woocommerce-accounting/?mtm_campaign=wp-plugin&mtm_kwd=accounting-for-woocommerce-pro-addon&mtm_medium=wp-repo&mtm_source=premium">PRO addon</a>, you will be able to set accounting number and analytic code for each item of: products, taxes, shipping fees and payment methods.
22
23Try out this plugin on our <a href="https://demo.avecnous.eu/compta/?mtm_campaign=wp-plugin&mtm_kwd=accounting-for-woocommerce-pro-addon&mtm_medium=wp-repo&mtm_source=demo">demo site</a> to see how it works.
24
25### Features in free version
26
27- Define global codes (account number and analytic) for each type of data: products, taxes, shipping fees, payment methods, customers
28- Define which order status you want to export
29- Export accounting in CSV file
30- Custom date format
31- Custom separator
32- Custom decimal separator
33
34### Features added by <a href="https://apps.avecnous.eu/product/woocommerce-accounting/?mtm_campaign=wp-plugin&mtm_kwd=accounting-for-woocommerce-pro-addon&mtm_medium=wp-repo&mtm_source=premium">PRO addon</a>
35
36All free version features plus:
37
38- Define accounting number and analytic code for each item of: products, taxes, shipping fees and payment methods
39- Define accounting number for each customers
40- Support invoice number from WooCommerce PDF Invoices & Packing Slips
41- Mark orders as exported
42
43Moreover, you can add the bank slips generated by <a href="https://wordpress.org/plugins/bank-slip-for-woocommerce/">Bank Slip for WooCommerce</a> (free) in your exports with the <a href="https://apps.avecnous.eu/produit/module-journal-de-banque-comptabilite-pour-woocommerce/?mtm_campaign=wp-plugin&mtm_kwd=accounting-for-woocommerce-bank-reconciliation&mtm_medium=wp-repo&mtm_source=premium">Bank Reconcilation addon</a>.
44
45
46This plugin is a fork from WooCommerce Book-keeper with a huge refactor by <a href="https://apps.avecnous.eu/?mtm_campaign=wp-plugin&mtm_kwd=accounting-for-woocommerce-pro-addon&mtm_medium=wp-repo&mtm_source=auhthor">NOUS Ouvert Utile et Simple</a>.
47
48
49
50## Installation
51
521. Upload into the `/wp-content/plugins/` directory
532. Activate the plugin through the 'Plugins' menu in WordPress admin
543. You can edit defaults settings in WooCommerce > Settings > Accounting
55
56## Screenshots
57
581. Settings page
592. Export page
60
61## Frequently asked questions
62
63### Which accounting software are currently supported?
64
65Accounting for WooCommerce exports configurable CSV files, so most of common accounting softwares will be able to read it.
66
67### Why do I have a timeout in some exports?
68
69Consider using the hight performance mode of WooCommerce _(see: WooCommerce > Settings > Advanced > Features)_
70
71At this time, exports have been tested on Cogilog and GnuCash.
72## Changelog
73
74### 1.6.4
75
76- Optimize data fetching
77- Use main methods of WC_Order to get data
78- Fix detection of Order status
79- Fix bug in refund export
80- Correctly set account code for payment method and fall back on dafault code
81- Improves performances of export
82- Ensure variable types for PHP8.3
83- Ensure compatibility for PHP7
84
85### 1.6.3
86
87- Add support for High-performance order storage
88- Adds comment for translators
89- Format comments for PHPCS compliance
90
91### 1.6.2
92
93- Fix missing product lines
94
95### 1.6.1
96
97- Fix columns sorting on product line with no coupon
98
99### 1.6.0
100
101- Add hooks
102- Add "rounding precision" export option
103- Use domain name in CSV filename
104- Skip taxes for small numbers (1E-5 syntax)
105- More consistent settings page layout
106
107### 1.5.0
108
109Fix country code in refund export
110Add hooks
111
112### 1.4.4
113
114- Fix export refunds
115- export-refunds.php code clean up
116
117### 1.4.3
118
119- Autofix column order bad structure
120
121### 1.4.2
122
123- Rename filter woocommerce_accounting:export:order_output_deliv_line. Pass shipping option
124- Optimize algorythm by moving get_option outside the loop. Improve performances
125- Use default customer account if chosen
126- Earlier load of textdomain
127
128### 1.4.1
129
130- Add comments to functions
131- Small UI improvements
132
133### 1.4.0
134
135- Refactor column mapping manager: merge column names and order.
136- Tab style exports
137- More obvious export setting toggler
138- Default to hide refund export settings
139
140**Fixes**
141
142- Use formatted date for packing slip
143- Fix missing icons in datepicker
144
145### 1.3.1
146
147- Fix column mapping regression
148- Expend filters possibilities
149- Fix var type for PHP8
150
151### 1.3
152
153- Add option for coupon column
154- Fix PHP warnings
155- Better layout in export page
156- Add missing translatable strings
157
158### 1.2.1
159
160* Manage WooCommerce activated on network
161
162### 1.2
163
164- Use message notice instead of JS alert in case of empty result
165- Factorize get orders params in export
166
167New hooks:
168- woocommerce_accounting:export_form:before_submit action hook
169- woocommerce_accounting:export:get_orders_args filter hook
170
171### 1.1.3
172
173* Fix default settings tab name
174* More consistent wording
175* Rearrange export page layout.
176* Update pot file
177* Remove useless po/mo files
178
179### 1.1.2
180
181* Add hook to export filename
182* Fix PHP syntax
183
184### 1.1.1
185
186* Do not export taxes having amount equal to zero
187* Fix lost preference for "tab" separator
188
189### 1.1
190
191* Move welcome message from setting tab to help tab.
192
193### 1.0.0
194
195* Initial release
196
197## Upgrade notice
198
199### 1.4.2
200
201Tech note: filter woocommerce_accounting:export:order_output_deliv_line moves to woocommerce_accounting:export:order_output_deliv_line_0 and woocommerce_accounting:export:order_output_deliv_line_1
202
203### 1.3.1
204
205Due to a regression fix, column mappging must be set again.
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