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