New features and improvements for 2024

New features and improvements for 2024

December 2024 - Version 0.19

Generalities
  1. The new website www.cheel.ch has been published and is now available to everyone.
  2. The customer area now allows you to order licenses and assign them to users.
  3. The complete German translation of Cheel is finalized.
Accounting
  1. Journal entry creation: the entry date is retained for the next entry when saving using the Save and New button.
VAT
  1. The VAT figure 302 (old rate) was incorrectly totaled on the VAT statement; corrected.
  2. Temporary entries: in certain circumstances, it was not possible to delete temporary entries and a reversal was necessary; corrected.
Wages
  1. AVS/AC, LPP configuration: when creating a Company, a configuration with default rates, ages and limits is automatically created for AVS/AC and for LPP.
  2. Salary elements: it is now possible to force the rate to manage specific salary elements such as the Family Allowance Contribution based on the AVS Salary.
  3. Salary components: the following elements have been added:
    1. 5030 Family allowance contribution
    2. 5031 Family PC Contribution
    3. 5032 Maternity Insurance Contribution
    4. 5052 Fixed LPP contribution
  4. Salary payments: it is now possible to create and modify salary payments from the Salary Calculation Details.

October 2024 - Version 0.16

Cheel Cloud
  1. Cheel Cloud can now be used for your Production data .
Generalities
  1. Custom server: it is now possible to specify additional parameters when configuring the connection .
  2. Restoration : Backup dates for MariaDB, MySQL, and PostgreSQL databases were not displayed correctly during restoration; fixed.
Accounting
  1. After restoring an exercise containing transient entries, if a new loop with Transient Reversal was performed, the transient entries could be doubled; fixed.
  2. Import: When importing charts of accounts with a large number of accounts, all accounts were available for journal entries, but the last accounts from the old chart of accounts were not displayed in the Profit and Loss statement; fixed.
  3. E-banking: additional texts are now displayed for camt.053 from Raiffeisen bank.
Wages
  1. Employees

    1. New tab: Salary elements
    2. From the Salary Elements section, it is possible to copy salary elements from another employee.
    3. New tab: Salary payment method
  1. Payroll processing
     * Note: Salary calculations are presented in a simplified form in this version. Further simplifications are planned for the coming months.

    1. Flexible salary periods allow for the calculation of multiple salaries for the same month, for example
    2. Calculating all salaries for a period or for a single employee at a time
    3. Wage cuts, recreation
    4. Salary calculation after departure (possibility of adding a salary for an employee not present during this period)

  2. Accounts and statements

    The previous counts showed fictitious (specimen) data. The subsequent new counts show real data.

    1. Company Summary
    2. Social security statements
      1. AVS
      2. AF
      3. LAA
      4. LAAC
      5. IJM
    3. Salary certificates

    1. Company Annual Summary
    2. Annual summary per employee
    3. Annual and monthly summary of salary components
    4. Salary components
    5. Company data
  3. Cantonal data: import of withholding tax tables according to the employees subject to it .
Addresses
  1. People
    1. Valid since : the ability to create a "mutation" of people's data from a given date, in the past or in the future. This allows for processing changes to address, name, telephone number, etc., while preserving the old data.


    2. Payment methods: for each person, the possibility to manage various payment methods which can be used in the management of Creditors and in Payroll, for example.
Sales
  1. Types of sales documents : the ability to customize the different types of sales documents and create new ones

    1. Offers
    2. Orders, Order Confirmations
    3. Worksheets
    4. Delivery slips
    5. Initial balances (for backward compatibility)
    6. Invoices (Pro forma, partial, final, recurring)
    7. Cash sales
    8. Authorizations and returns of goods
    9. Credit Notes
  2. For each type of document, the ability to manage
    1. Names and texts in several languages
    2. The numbering
    3. Messages and the default message
    4. Classifications and default classifications
    5. The default category
  3. Reminder conditions : You can create multiple reminder conditions to manage your different customer categories (in Switzerland, abroad, wholesalers, etc.). The number of reminder levels is freely definable. You can also define reminder fees and late payment interest .

  4. Price lists : in the grid, add the columns Status, Valid from, Valid until.
  5. Price list: an error message was displayed when adding a price to a list, when using the keyboard; fixed.
  6. Packaging : possibility to enter the quantity per packaging with 4 decimal places .

September 2024 - Version 0.15

Cheel Cloud
When creating an Organization, you can now select two types of database location:
  1. Cheel Servers (Cloud)
  2. Custom Server

Cheel Cloud offers you many advantages:
  1. No need to install a database server in your IT infrastructure.
  2. Remote access, from your local network or from outside
  3. High-level security
  4. Real-time collaborative work
  5. Automatic backup
Backing up an organization
  1. In the File menu, under Organization, you can access backups from the context menu.

  2. In the wizard, you can select one or more organizations and perform the backup. The backup can be encrypted for added security.

Cheel Data Recovery
  1. In the File menu, under New, you can restore Cheel data to a custom server or to Cheel Cloud
Server management
  1. Until now, connection information for local database servers was stored in the Organization. Now, it is managed in a List of servers . This simplifies the creation of Organizations, especially for trustees who manage many Organizations (one Organization per client) on their own infrastructure.
  2. The server list can be accessed via the context menu:



August 2024 - Version 0.14

Accounting
  1. Gross VAT
    1. Starting with this version, you can define Gross VAT Accounting for each VAT figure. With this new option, accounting entries will be recorded with Gross VAT (no Net VAT line item).

    2. Data import : If you import data with VAT at Gross, the accounting entries will be imported as is, at Gross, and will no longer be converted to Net.

  2. VAT - Natural Products
    1. The calculation method for Natural Products has been implemented (agriculture, quarries, mines, etc.)


Sales
  1. Items
    1. Adding extra columns to the item list. Note: In all lists, you can select which columns to display using the column selector.

Corrections
  1. Retrieving parameters during the loop.
  2. Alignments in the accounting journal.
  3. Numbering of entries in the different companies of an organization.
  4. Introducing email templates.
  5. Confirmation page inaccessible after a password change.

June 2024 - Version 0.13

Sales
  1. Customers
    1. Clients linked to Individuals or Companies

    2. Identification, Commercial relationship
    3. Accounting, Classification
    4. Billing
      1. Billing address
      2. Invoice sending method
    5. Pricing
      1. Currency
      2. Pricing group
      3. VAT
    6. Payment terms, Commercial
    7. Notes and notifications
Stock
  1. Items
    1. Multilingual description in rich text

    2. Coding, Mark
    3. Classification
      1. Accounting
      2. VAT
      3. Groups
      4. Categories
    4. Unit
    5. Packaging
Price lists
  1. Unlimited number of price lists
  2. Validity dates
  3. Pricing by Customer Pricing Group


Wages
  1. Employees

  2. Salary bases and components
    customizable

  3. Parameters (Cantons, Languages, Salary certificate templates, etc.)
  4. Importation of withholding tax scales
  5. In this version, the following official counts are available as specimens. The final implementation will be available soon.
    1. AVS

    2. CAF
    3. IJM
    4. LAA
    5. LAAC
    6. Salary certificates



May 2024 - Version 0.12

Bank reconciliation
  1. File camt.053 with detail (054): in case of multiple writing, the first line displayed a difference; corrected.
  2. File camt.053 - Fribourg Cantonal Bank : in certain types of credit card payments, the value date was different from the bank statement date; corrected.
  3. File camt.053 - Banque Cantonale du Jura : some transactions were ignored; corrected.
  4. In certain circumstances, recently made reconciliations were reset and had to be restored; corrected.
VAT
  1. VAT calculation: during a manual VAT adjustment, the display of the bullets in the VAT figures when differences were found has been modified for the figures 500 and 510 .
  2. VAT statement "Annual reconciliation": the submission date has been added.
  3. VAT figures that have been disabled are no longer displayed in drop-down lists.
  4. Error during import of an old database in DBF format (prior to 2008) not containing VAT rate type information; corrected.
Database
  1. The execution sequence of the update scripts has been modified.
  2. On some systems, an error during the migration of a PostgreSQL database was displayed when connecting to the organization; fixed.
Financial accounting
  1. Balance sheet and profit and loss statement: the comparison with a previous financial year did not appear if the financial year did not exist but the previous balances had nevertheless been entered; corrected.
  2. General ledger : if an account contained only an opening balance entry and no movement, it did not appear in the General Ledger; corrected.

March 2024 - Version 0.10

Accounting entries
  1. Totals including tax: a total has been added to the Debit Total Amount and Credit Total Amount columns. You can display these columns using the View context menu, Column Selector.
  2. Accounts: when entering accounts by number , the search is now performed first on account numbers , then in account name.


  3. Import: When importing accounting entries, instead of importing a single batch of entries, the system now creates one batch per journal and per month .
E-banking
  1. Creating an e-banking contract: the various steps of the e-banking contract creation wizard have been simplified.
  2. Camt.054: Camt.054 forms issued by some financial institutions did not contain information in certain text fields . Alternative text fields are now used.
  3. Banks: when creating a financial institution, the search was extended to all fields of the institution's address.


VAT
  1. VAT Journal: a grand total has been added to both the detailed VAT Journal and summary VAT Journal statements.
  2. VAT figures: when importing data, VAT figures are now grouped by VAT figure and by rate type (normal, reduced, special).
Organization
  1. MariaDB: when modifying an organization whose database engine is MariaDB, a "DB already exists" message was displayed; fixed.
Beta salaries (these elements are not in production)
  1. Import: When creating a company with data import, employees can now be imported.

February 2024 - Version 0.9

VAT
  1. Flat-rate method: You can now configure your VAT return using either the Net Tax Debt Rates method or the Flat Rates method. In the VAT menu, under Tax Liability , create or modify a VAT Return Configuration .



  2. To enter your Net Tax Debt Rate (s), in the VAT menu, under Figures and VAT Rates, enter your company's rate:


  3. You can now deduct VAT using the flat-rate method .


  4. By clicking on the ". . .", Share option, you can:

    1. Export an XML file that you can use to submit your statement on the AFC website:


    2. Print your VAT statement for your records.


  5. The following states are now available:
    1. TVA News Summary
    2. Detailed VAT Journal
Bank reconciliation
  1. Reconciliation rules are also applied to the detailed lines of bank statements.
Accounting entries
  1. In the list of accounting entries, a new Type column indicates whether it is a Normal Entry or a VAT Entry .
Corrections
  1. Exercises : in the list of exercises, the Delete (-) button was disabled; corrected.
  2. Update : An additional version check is performed when opening an organization to ensure that the database is compatible.
  3. If the network connection (Wi-Fi, network cable, etc.) was completely lost, an error message was displayed and the application closed. You can now wait and try the operation again in Cheel once the network connection has been restored.
  4. 100% VAT : In some cases, 100% VAT was calculated incorrectly; corrected.

January 2024 - Version 0.8

Production version
  1. Thanks to your feedback, after a year of testing and adjustments in-house, the stability of Cheel ERP Financial Accounting has been proven. With version 0.8, we are pleased to announce that you can now use Cheel ERP Financial Accounting with real data .
Looping
  1. The new Closing page allows for centralized management of all standard operations during a change of exercise. All operations can be performed with a single click, or each one independently:
    1. Opening of the new fiscal year
    2. Transferring account balances (for example: transferring profit from the financial year to retained earnings)
    3. Creating the result entry
    4. Update of the opening balances in the new fiscal year
    5. Reverse the temporary entries in the new fiscal year
    6. Locking and unlocking the previous exercise

    7. A history log allows you to easily trace when the different operations were carried out.
Organizations
  1. It is recommended to create an Organization for each group of legal entities (for example, one organization for each client of a trust company or one organization for each holding company). To simplify this process, it is now possible to create a new Organization from the Company Creation Wizard, at the Organization selection step: click the "+" sign to add an organization. The server connection details are automatically imported from the currently open Company's Organization.
  2. An error could occur if a Cheel user who was not a Cheel account manager opened a Company; fixed.
VAT
  1. When creating a new company, all usual figures and VAT rates are automatically added.
  2. To simplify the maintenance of VAT figures when rates change, a new concept of VAT sub-figures has been added to the VAT rates. For example, you can keep Figure 300 in your various configurations and deduct it under Figure 302 or 303 of the VAT return, depending on the rate used. During transition periods, on each journal entry, it is easy to select the VAT rate applicable to the services of the other period.

Wages
  1. Insurance: Family allowance funds ( CAF ) can now be configured.
  2. The Employee record now displays the date of birth on the Person's main card.
Banks
  1. In certain circumstances, some imported bank accounts were ignored and had to be entered manually; corrected.
Companies, individuals
  1. When importing addresses into People and Businesses, notes were not retrieved; fixed.
  2. When importing addresses, the link between the Company and the Primary Person is now preserved.
  3. An error was displayed when modifying a Phone number; fixed.
  4. A new Notes tab has been added to Companies. Note: In Cheel, all Notes can be formatted .

accounting plan
  1. Accounts have been added to the predefined SME/small business chart of accounts and the configuration of some accounts has been modified.
  2. The translation of the accounts into English was carried out for the predefined SME, small business accounting plan.
  3. Warnings were displayed when importing a chart of accounts with more than 1000 accounts; fixed
Bank reconciliation
  1. The CAMT.053 files, which also contain transaction details (as with CAMT.054), can now also be reconciled at the level of the detail lines.
  2. If a VAT figure or a third party was defined in a reconciliation rule, the generated entries did not take it into account; corrected.
  3. If the same IBAN was present in two companies, the imported CAMT files did not appear in the 2nd company; corrected.
  4. The Balance Difference column displayed an amount even when no accounting entry was reconciled with a bank entry; corrected.
Accounting entries
  1. In multiple entries generated during a bank reconciliation or during normal data entry, the line containing the bank account is now defined as the main line .
  2. During the import of entries, if an anomaly was encountered, additional information indicated the cause of the problem.
Themes
  1. Have you tried customizing your app's colors by selecting a new theme?

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