TechoERP Features & Release Notes Index
TechoERP Version 16 Release Summary
This reference documents the key features, architectural updates, and enhancements introduced in TechoERP Version 16 extracted from official release notes and codebase changelogs.
Feature Highlights (90 Extracted Features)
Below is a curated inventory of functional enhancements added across TechoERP releases:
| Version | Feature Description |
|---|---|
| Release | Other apps can now add their own voucher types to the Bank Reconciliation Tool, with options shown only for transactions they apply to. Users can create these vouchers in the dialog or open them for full-page editing. (https://github.com/TechoERP/pull/59313) (release) |
| Release | Adds the Use Serial No Wise Valuation option to Item, allowing serialized stock to use the item’s average cost instead of a separate cost for each serial number while still tracking each unit. The option is on by default; turning it off for an item with stock transactions switches its valuation method to Moving Average. (https://github.com/TechoERP/pull/59082) (release) |
| Release | System updates now stop if the serial and batch entry update fails, even when skipping failed updates is enabled, rather than continuing with potentially inconsistent records. (https://github.com/TechoERP/pull/59148) (release) |
| Release | Adds a "Create GL Reposting Entries" option to the "Stock and Account Value Comparison" report to rebuild accounting entries without changing stock values, with a From Date to limit which transactions are included. The report skips transactions without stock records and those that already have an accounting-only repost queued or underway. (https://github.com/TechoERP/pull/59127) (release) |
| Release | Adds a Group by Item option to the "Sales Order Analysis" report, totaling quantities and amounts across sales orders for each item and unit of measure. When Company is not selected, the report uses the default company instead of combining figures from different companies and currencies. (https://github.com/TechoERP/pull/59246) (release) |
| Release | Adds multi-select Item and Warehouse filters to the "Warehouse Wise Item Balance Age and Value" report, allowing users to compare multiple items and warehouses in one report. (https://github.com/TechoERP/pull/59005) (release) |
| Release | Adds an Entity filter to the "Purchase Analytics" and "Sales Analytics" reports so users can limit the displayed rows and chart data to selected suppliers, customers, items, or groups. The filter follows the selected Tree Type and resets when it changes. (https://github.com/TechoERP/pull/58429) (release) |
| Release | Adds Transaction Currency, Exchange Rate, and buying or selling price lists to Blanket Order, and fetches item prices from the selected price list. Carries the agreed currency and pricing details into related Sales Order, Quotation, and Purchase Order records without applying Pricing Rules to the Blanket Order. (https://github.com/TechoERP/pull/58630) (release) |
| Release | Adds a Valuation Type field for secondary items in BOM, Stock Entry, and Subcontracting Receipt, with Valuation Rate as the default and options for percentage-based or manual costing. The selected method determines how the secondary item cost is deducted from material costs, while percentage costing uses the amount remaining after items with their own costs are deducted. (https://github.com/TechoERP/pull/58632) (release) |
| Release | Updates Accounts Settings with separate sections for the "General Ledger" and AP/AR reports, and adds a Disable "Consider Accounting Dimension" Filter option that hides the Consider Accounting Dimension filter in the "General Ledger" report when enabled. (https://github.com/TechoERP/pull/58158) (release) |
| Release | Adds support for custom tax charge types that calculate taxes from alternative values, such as an item's MRP instead of its selling price. (https://github.com/TechoERP/pull/58161) (release) |
| Release | Adds four Belgian charts of accounts for commercial entities and associations or foundations, available in French and Dutch with account numbers and classifications for company setup. (https://github.com/TechoERP/pull/58186) (release) |
| Release | Adds a check to Purchase Invoice records linked to Purchase Receipt records: when stock items use different exchange rates in the same currency and Set Landed Cost Based on Purchase Invoice Rate is disabled, saving or submitting the invoice is blocked with a message naming the mismatched receipt and available remedies. (https://github.com/TechoERP/pull/58190) (release) |
| Release | Adds a Status filter to the "Supplier Quotation Comparison" report, defaulting to Submitted quotations and allowing users to view Draft quotations or both statuses. (https://github.com/TechoERP/pull/58208) (release) |
| Release | Adds submission checks to Period Closing Voucher that compare stock account balances with the "Stock Ledger" report, require a completed company-wide Stock Closing Entry for the period-end date, and reject outdated stock snapshots. (release) |
| Release | Adds a "Sync Serial No Status" button to the "Stock Qty vs Serial No Count" report that updates listed Serial No records’ Status and Warehouse based on their latest stock movement. The sync changes serial number records only, leaving stock quantities, ledger entries, and valuation unchanged. (https://github.com/TechoERP/pull/57864) (release) |
| Release | Adds a Stock UOM field to Job Card, populated from the finished good or final product and filled in for existing records. Quantity messages and completion dialogs now show the applicable unit alongside each quantity, including comparisons between operations and raw-material transfers. (https://github.com/TechoERP/pull/57937) (release) |
| Release | The Work Order Gantt view now shows each bar in a color that matches its status instead of the default color. (https://github.com/TechoERP/pull/57636) (release) |
| Release | On the Subscription form, choosing a plan automatically fills in Cost Center and other accounting fields from the plan. When a field is missing from the plan, it comes from the linked Item, and any values you already entered stay in place. (https://github.com/TechoERP/pull/57622) (release) |
| Release | When a Material Request has items from different suppliers, creating a Purchase Order now lets you choose the Supplier for each item. The system creates one Purchase Order per supplier. (https://github.com/TechoERP/pull/57698) (release) |
| Release | Makes the Cost Center on Shipping Rule optional. When it is left blank, shipping charges use the company’s default Cost Center and copy the rule’s Project to the shipping charge line. (https://github.com/TechoERP/pull/57385) (release) |
| Release | Adds an optional Overdue Limit check and blocks Sales Invoice submission when a customer's overdue balance is above it. Users allowed to bypass the restriction can still submit, and the limit can also come from Customer Group. (https://github.com/TechoERP/pull/57438) (release) |
| Release | Adds accounting entries for stock-related expenses in Stock Entry, Stock Reconciliation, and Purchase Receipt, so these costs are recorded separately. Excludes landed cost from purchase expense entries. (https://github.com/TechoERP/pull/57503) (release) |
| Release | Adds an "On hold" option to the Status field in Project. Projects marked "On hold" stay in that status when their progress changes. (https://github.com/TechoERP/pull/57173) (release) |
| Release | Automatically links a matching Contact to a Customer or Supplier when a portal user is added, so the portal user can see the related records. Existing links stay unchanged, so duplicate links are not created. (https://github.com/TechoERP/pull/57211) (release) |
| Release | Adds the missing stock quantity sort options to "Stock Summary", so items with stock only in those quantities still appear when you sort by them. Adds the Reserved Stock column to the "Stock Projected Qty" report. (https://github.com/TechoERP/pull/57304) (release) |
| Release | The Bin form renames the "Recalculate Bin Qty" button to "Recalculate Values" and now also updates Valuation Rate and Stock Value from the latest stock record. For items using Standard Cost, Stock Value follows the standard rate, and those fields reset to zero when there is no stock record. (https://github.com/TechoERP/pull/57302) (release) |
| Release | Updates the Philippines chart of accounts with revised account names and numbers. Adds an Intangible Assets section with accumulated amortization accounts and new income and expense accounts for exchange gains and losses, gains and losses on asset disposal, and other expense items. (https://github.com/TechoERP/pull/57085) (release) |
| Release | Adds the Auto Repost Incorrect Valuation Entries (Weekly) option in Stock Reposting Settings to automatically repost incorrect stock valuation entries weekly. When enabled, it uses "Stock Ledger Variance" and "Stock and Account Value Comparison" to find entries to repost for the current financial year, skips Journal Entry documents, and notifies System Managers when a mismatch cannot be corrected automatically. (https://github.com/TechoERP/pull/56700) (release) |
| Release | The "General Ledger", "Trial Balance", "Balance Sheet", and "Profit and Loss" reports now use a faster data source on supported sites, so they load faster. (https://github.com/TechoERP/pull/57098) (release) |
| Release | Adds a new setup step that asks a few questions about your business and preselects modules based on the kind of work you do. (https://github.com/TechoERP/pull/56707) (release) |
| Release | The Service Level Agreement field now only shows agreements for the current document type. Existing Service Level Agreement fields also use the same filter after an update. (https://github.com/TechoERP/pull/56956) (release) |
| Release | Adds a way to create a Material Request from a Work Order for raw materials. (https://github.com/TechoERP/pull/56980) (release) |
| Release | A Pick List can now be transferred in parts, so you can create more than one Stock Entry from it as stock is moved in stages. It shows a Partially Transferred status until the full quantity is moved, and existing Pick List records that already have transferred stock stay completed. (https://github.com/TechoERP/pull/56915) (release) |
| Release | Adds a note on Additional Discount Amount in Sales Order that explains fixed discounts are applied to linked Delivery Note and Sales Invoice documents in creation order, rather than split evenly across them. It also points users to Additional Discount Percentage when they want the discount spread across item prices. (https://github.com/TechoERP/pull/56436) (release) |
| Release | Adds a *PCV Job Timeout (seconds)* setting in Accounts Settings so admins can change the time limit for Process Period Closing Voucher tasks. (https://github.com/TechoERP/commit/e71b066eecd4be3d2a914e7ccbb8d169a1dd94cd) (release) |
| Release | Adds an Allow Negative Stock for Batch checkbox on Batch. The system checks this box before the global setting in Stock Settings, so you can allow negative stock for specific batches. (https://github.com/TechoERP/pull/56091) (release) |
| Release | Adds Allocate Full Amount to Stock Items to Purchase Taxes and Charges on Purchase Receipt and Purchase Invoice, and it is on by default, so actual charges are applied only to stock and asset items instead of being shared with non-stock items. When multiple actual charges are entered, each charge is distributed separately so the item values match the charge amounts. (https://github.com/TechoERP/pull/56222) (release) |
| Release | Adds an Alias field to Customer and Supplier, and includes it when searching for these records. (https://github.com/TechoERP/pull/56297) (release) |
| Release | Adds the Project field to Invoices in Opening Invoice Creation Tool. The selected project appears on the invoice line created from that row. (https://github.com/TechoERP/pull/56401) (release) |
| Release | Disabled Product Bundle records no longer appear when you add items from a bundle, and the Product Bundle list now shows whether each bundle is Active or Disabled. The "Product Bundle Balance" report now leaves out disabled bundles, and when you copy a Product Bundle, the new copy starts enabled. (https://github.com/TechoERP/pull/55805) (release) |
| Release | Adds a short note to the Update Stock checkbox in Sales Invoice and Purchase Invoice. The note explains that checking it updates stock and creates accounting entries together. (https://github.com/TechoERP/pull/55879) (release) |
| Release | Adds a Stock Settings option that lets users edit the quantity in the stock unit directly in Stock Entry. When the option is on, TechoERP updates the unit conversion so the entered quantity stays the same. (https://github.com/TechoERP/pull/55888) (release) |
| Release | Lets key columns stay visible while you scroll in the "General Ledger", "Accounts Receivable", "Item Wise Purchase History", and "Item Wise Sales History" reports. Also displays the Transaction Currency column in the "General Ledger" report in your language when a translation is available. (https://github.com/TechoERP/pull/55891) (release) |
| Release | A new Banking section provides Bank Reconciliation and Bank Statement Import. The Banking section also supports dark mode and right-to-left layouts. (https://github.com/TechoERP/pull/55917) (release) |
| Release | New installations use Frankfurter v2 as the default source for exchange rates in Currency Exchange Settings. Only System Manager users can change Currency Exchange Settings, and exchange rates stop updating when Disabled is turned on. (https://github.com/TechoERP/pull/55919) (release) |
| Release | Adds a Show Alternate UOM Balance option to the "Stock Balance" report so each item can show one alternate unit and its converted balance quantity. (https://github.com/TechoERP/pull/55977) (release) |
| Release | Adds support for importing bank statements from PDFs that contain text and lets users adjust the tables before import. Also lets users choose which columns are used when importing bank statements from CSV, Excel, and PDF files. (https://github.com/TechoERP/pull/55993) (release) |
| Release | Adds a New Zealand chart of accounts template for Company setup, so New Zealand companies can start with a local account structure. It includes numbered accounts for assets, liabilities, equity, income, and expenses. (https://github.com/TechoERP/pull/55572) (release) |
| Release | Adds a missing `Cost of Goods Sold` account to the Philippines chart of accounts. When creating a new company, the setup process now fills in the default expense account automatically. (https://github.com/TechoERP/pull/55552) (release) |
| Release | Adds a Sales Invoice action in Pick List so you can create an invoice from the selected items. The action appears only for invoices that use Update Stock. (https://github.com/TechoERP/pull/55635) (release) |
| Release | Adds Secondary Items and Non Stock Items to Work Order, showing items produced alongside the main item and additional costs from the bill of materials. (https://github.com/TechoERP/pull/55636) (release) |
| Release | Adds a Pricing tab to the Item form once it is saved, showing current prices directly on the page. You can click a price to open it or create a new Item Price with the item already filled in, and "View All Prices" appears when more than 10 prices are available. (https://github.com/TechoERP/pull/55653) (release) |
| Release | Adds the "Item Where Used" report so users can see where an item is used in bill of materials (BOM) records, Product Bundles, item variants, and item alternatives. It includes Item, Company, and Section filters. (https://github.com/TechoERP/pull/55714) (release) |
| Release | Adds a separate Over Order Allowance (%) setting in Buying Settings for Purchase Orders created from a Material Request. This setting is separate from Over Delivery/Receipt Allowance (%). (https://github.com/TechoERP/pull/55369) (release) |
| Release | Adds a workflow that builds the app’s web files and publishes them to GitHub Releases. App updates can then download these packaged files instead of building them during installation. (https://github.com/TechoERP/pull/55534) (release) |
| Release | Adds a confirmation prompt before cancelling a Payment Entry linked to Bank Transaction records. The warning explains that cancelling also removes the bank reconciliation. (https://github.com/TechoERP/pull/55543) (release) |
| Release | Adds a Pending Qty field to Job Card for partially finished work. Process loss is calculated only when Pending Qty is zero. (https://github.com/TechoERP/pull/55183) (release) |
| Release | Adds Customer Group and Supplier Group to Party Specific Item, so item restrictions can apply to a whole group instead of only one customer or supplier. Sales and purchase item searches also take these group-based rules into account when suggesting items. (https://github.com/TechoERP/pull/55245) (release) |
| Release | Adds new print layouts for "Balance Sheet", "Profit and Loss Statement", "Cash Flow Statement", and "Trial Balance" reports, providing clearer formatting when printing or exporting. (https://github.com/TechoERP/pull/54911) (release) |
| Release | Adds built-in print templates for "Accounts Receivable Summary" and "Accounts Payable Summary" reports, allowing these reports to be printed directly without extra setup. (https://github.com/TechoERP/pull/54912) (release) |
| Release | Introduces a cleaner print template for the "Accounts Receivable" report, providing a dedicated format when printing. (https://github.com/TechoERP/pull/54914) (release) |
| Release | Introduces a revamped print format for the "General Ledger" report, giving it a cleaner layout and hiding duplicate filter details. (https://github.com/TechoERP/pull/54915) (release) |
| Release | Adds a new print format for the "Accounts Payable" report and revamps its template for clearer printouts. (https://github.com/TechoERP/pull/54913) (release) |
| Release | Allows recording partial deliveries for dropshipped items by letting users update the delivered quantity on the Purchase Order instead of the system auto-marking the full quantity. (https://github.com/TechoERP/pull/54800) (release) |
| Release | Adds a preconfigured "Philippines" chart of accounts option, allowing Philippine companies to start bookkeeping without manually creating account entries. (https://github.com/TechoERP/pull/54888) (release) |
| Release | Adds a new dialog in Selling Settings that lets you preview and configure naming series for customers and other selling documents without leaving the page. (https://github.com/TechoERP/pull/54635) (release) |
| Release | Adds a Copy Attachments to Transaction checkbox to Terms and Conditions; when ticked, any files linked to those terms are automatically copied to the quotation, order, or invoice that uses them. (https://github.com/TechoERP/pull/54661) (release) |
| Release | Excel exports of custom financial report templates now keep their on-screen styling, including bold, italics, indentation, colour highlights and correct currency formats. The Currency filter disappears when a Report Template is selected, as the template already defines the currency. (https://github.com/TechoERP/pull/54485) (release) |
| Release | Adds a Root Type filter to the Account Category list so you can quickly find categories under a specific section of the chart of accounts. (https://github.com/TechoERP/pull/54486) (release) |
| Release | Adds regional address templates for Denmark and Bosnia and Herzegovina, so printed addresses follow each country’s standard layout. (https://github.com/TechoERP/pull/54516) (release) |
| Release | Adds an option in System Settings to hide all Subscription references across documents, so setups that don't use subscriptions see a cleaner interface. (https://github.com/TechoERP/pull/54576) (release) |
| Release | Adds "Production Plan" option to the "Create" menu in Sales Order, allowing you to generate a new Production Plan directly from the order. (https://github.com/TechoERP/pull/54323) (release) |
| Release | Adds Is Phantom BOM checkbox to BOM Creator, allowing you to mark the finished product as a phantom BOM during creation. Shows clear warnings if you try to create a phantom BOM for a stock item or a regular BOM for a non-stock item. (https://github.com/TechoERP/pull/54333) (release) |
| Release | Adds a Not Applicable checkbox to Item Tax Template rows, which excludes non-relevant items from that tax and shows the correct net amount on invoices with mixed tax rates. (https://github.com/TechoERP/pull/54366) (release) |
| Release | Adds Backflush Based On option to BOM, letting you decide per BOM how raw materials are consumed instead of always using the global manufacturing setting. (https://github.com/TechoERP/pull/54414) (release) |
| Release | Combines User Remark and Remark into one Remark field and adds a "Custom Remark" checkbox that lets you enter your own text instead of the automatically generated note. (https://github.com/TechoERP/pull/54427) (release) |
| Release | Adds a Quality Inspection Required checkbox to each operation in a BOM, letting you flag specific steps that need inspection. A Job Card for a flagged operation now refuses submission until the related quality inspection is completed. (https://github.com/TechoERP/pull/54144) (release) |
| Release | Sets an updated template as the default print format for Quotation, so quotes print using the new layout automatically. (https://github.com/TechoERP/pull/53745) (release) |
| Release | Adds a Fetch Payment Schedule In Payment Request checkbox in Accounts Settings that lets you create payment requests for each scheduled installment instead of the full amount. (https://github.com/TechoERP/pull/53928) (release) |
| Release | Adds support to record co-products and by-products in Work Order and Stock Entry, letting a single production run yield multiple finished items. (https://github.com/TechoERP/pull/53975) (release) |
| Release | Adds a Croatian address template, so addresses in Croatia display in the correct local format. (https://github.com/TechoERP/pull/54058) (release) |
| Release | Adds a "Create User" toolbar button to Employee that opens an email dialog when no user is linked, replacing the former inline fields. Adds a Create User Automatically option to employee imports and displays Department, Branch and Employment Type in the employee list along with an "Import" shortcut when the list is empty. (https://github.com/TechoERP/pull/53711) (release) |
| Release | Adds a default print format to Request for Quotation, so the PDF opens in the intended layout without asking you to choose each time. (https://github.com/TechoERP/pull/53728) (release) |
| Release | Adds Service Start Date, Service End Date, and Amount columns with invoice roll-ups to "Deferred Revenue and Expense" report. (https://github.com/TechoERP/pull/53830) (release) |
| Release | Introduces the "BOM Stock Analysis" report that calculates the maximum finished goods you can build from current component stock, and removes the unnecessary Qty to Produce field. (https://github.com/TechoERP/pull/53835) (release) |
| Release | Adds Cost Center field to the Stock Entry form’s Accounting Dimensions tab, so you can enter the cost center once for a transfer entry and have it automatically applied to all items. (https://github.com/TechoERP/pull/53586) (release) |
| Release | Adds Show Aggregate Value from Subsidiary Companies checkbox to "Purchase Analytics" report, letting you view consolidated purchase data from all subsidiary companies. (https://github.com/TechoERP/pull/53417) (release) |
| Release | Adds fallback logic that fills the Address and Customer Address fields on Delivery Trip stops with the customer’s default address when no shipping address is set. (https://github.com/TechoERP/pull/53444) (release) |
| Release | Adds Requested Qty field to packed items in Sales Order, so Material Requests for product bundles now include only the remaining quantity and prevent duplicate requests. (https://github.com/TechoERP/pull/53521) (release) |