AutoPresta 3.0 highlights

Posted on3 Years ago by

Exit thresholds for basic VAT exemption

Since 2019 the turnover ceilings for auto-entrepreneurs have doubled. However, an intermediate threshold has been introduced, known as the VAT threshold, which takes you out of the VAT exemption scheme. From this point onwards, the microenterprise must invoice, collect and pay back VAT.

Read (tuto included): AutoPresta now manages these new ceilings, thresholds and, above all, VAT on revenues.

Importing refunds or credit notes from PrestaShop

It's important to understand the difference between a credit note, a refund, a coupon and know how to correctly refund your product returns.
In addition, AutoPresta now knows how to read the credit notes thus created in PS and import them into its recipe book.

Read on (tuto included): we've written an article that explains all this in detail, and shows how to manage credit notes and how to make a refund in PrestaShop. And of course the article also includes a tutorial showing how to export/import credit notes between PS and AutoPresta and how to manually generate a credit note line, on a recipe or purchase.

Periodic purchases

Have you ever complained about having to enter regular purchases in the register so regularly, linked to subscriptions for example?. Having to retype everything is a waste of time (after all, a purchase is about twenty fields to fill in).

Read on (tuto included): you'll be pleased to learn that AutoPresta 3. 0 will make your job easier with a brand new recurring purchase planner.

Multi-product receipts and purchases

In the previous version, revenue and purchase details were a simple text compiling various information. This has now been replaced by a table that captures more precisely the contents of each order, type, reference and name of products (multi-line), price excl. tax, VAT rate and incl. tax per item.

The display of the "Nature" column is thus clearer in the book and register, but above all it allows these data to be modified, for example to correct the price of an item, in the recipe editing window and with a simple click on the "recalculate totals" button to update the line with corrected total amounts as well:

Order line details

The second advantage of this new approach is that you can quickly change the "activity type" of each item in a recipe, either Sales or Service. The calculation of sales figures for the main and secondary activity is then automatically redone for the order line, in the recipe book.

  1. In the table, for the item to change activity category, scroll down the list in the V/S column and choose V for a sale or S for a service activity.
  2. Click on "calculate totals"
  3. Then click on "Save"
  4. This recalculates the global distribution for the recipe and updates the recipe book table.

Change the activity type of an order item

Other new features

The list is long. Many new features, ergonomic or performance improvements. Judge for yourself:

  • New: filtered columns (from the register and the book) now have a colored title containing the filter value. No more headaches trying to figure out why rows are missing.
  • Improvement: removal of automatic synchro with refresh, between the register tab and the balance sheet tab. The convenience was outweighed by the loss of time due to unwanted refreshes.
  • Optimization: book and register display has been greatly accelerated, even on very large bases.
  • Improvement: mass deletion of revenue and purchase lines is much faster
  • Improvement: removal of the "Mandatory entry" property on connection fields, allowing them to be filled in any order.
  • Improvement: automatic increase on opening, of the height of the recipe table (half the height of the window)
  • New: when generating occurrences of planned purchases, previous occurrences already generated of the same planned purchases, in the same date range, can be deleted from the register (replace function)
  • Improvement: all dates + time replaced by simple dates. There is a loss of precision (but who really needs to know what time such and such a purchase took place?) but faster entries and a format allowing the use of the calendar button.
  • Function to recover files from older versions
  • New, more modern colors used for register printing.
  • New: the recipe and purchase card windows remain open when you return to work in the tables. Data is synchronized in real time between the two. More practical and faster to work.
  • Ergonomic improvement: the background color of a selected line changes depending on whether its total is positive or negative
  • New: in master records, buttons to copy order date into payment date.
  • Base connection acceleration (elimination of memory allocations I_category I_category_lang I_orders I_order_detail ).
  • Ergonomic improvement: mass modification of payment commission amounts no longer deselects modified lines.
  • New: pointing to a line (bank reconciliation) automatically fills the payment date if it is empty, with the purchase date
  • Ergonomic improvement: the next/previous buttons in the recipe and purchase sheet windows select the next or previous line in the list displayed, rather than directly in the database. And they automatically grey out if there are no more lines before or after
  • New: import option to group purchase lines for products from the same supplier (and the same recipe) into a single purchase line (with details of the various products in a table)
  • New: the calculation of rights and charges only uses accounting lines with a non-zero payment date. It is therefore possible to include future or never-paid receipts or purchases (such as inactive orders, for example) without impacting balance sheet calculations
  • New: payment date columns in both registers, with automatic or manual fill option for purchases, shipping and commission payments. For receipts, self-filling with invoice date if order is valid. Profits, charges etc. are calculated using only those lines with a non-empty payment date. This is also used to determine the effective accounting line date
  • .
  • Improvement: the supplier column of transport lines imported from PS into the purchase register includes the name of the carrier (instead of just the word "Carrier")
  • Improvement: part reference for purchase lines adopts purchase order reference
  • New: batch download of PDFs of invoices, delivery notes and credit notes for PrestaShop orders, directly from AutoPresta. Except PS 1.7.
  • Improved the content of the "Part reference" column of orders, includes the reference of the order read in PS in addition to the order number.
  • New headings read in PS and imported into the book and register, enabling subsequent management of VAT refunds: Intra-Community VAT numbers, name and ISO country code, zone, customer group... for your customers and suppliers.
  • Ergonomics: coloring and bolding of liges content during editing, for better visibility
  • New: option to manage or not eco participations
  • New: option to classify shipping costs as sales or service
  • Enhancement: option to no longer display the home window
  • Improvement: auto-calculation of line height based on number of lines in purchase details
  • New: the "Reference" column can also optionally contain the supplier reference, barcode...
  • Ergonomics: no need to open the form window when double-clicking on a line
  • .
  • Improvement: table hover line is now colored to be more easily visible
  • Improvement: "automatic refresh" register option de-activated
  • New: addition of the two headings "order date" and "purchase" date in the book and register, dates which can be different from payment dates and allow lines to be sorted
  • Very significant improvement in register loading speed
  • .
  • New: Option to deduct or not deduct from purchases the purchase price of products reimbursed by your customers
  • New: Zoom field for enlarging the overall application display (easier to use on Surface tablets and 4k and 5k screens)
  • Improvement: rates rounded to 3 decimal places instead of 2, to manage CCI tax rates (0.015 sales and 0.044 service)
  • Improvement: product reference column added to purchase register

In addition, all known defects or bugs have been corrected.

  • Correction: deactivated payment commissions were seen as activated, which could result in a false calculation of payment fees
  • Correction: wrong calculation of Paypal payment fees when importing only certain order lines.
  • Correction: SQL error Unknown column 'MPR_activite_secondaire' in 'field list' if importing without having opened the product category settings table (which are of type "Sales" or "Services")
  • Correction: using the "Pointer" key or the "Alt+space" shortcut, which allows you to point to a line (check in the "Pointed" column) and move on to the next one at the same time, did not memorize the pointing.
  • Correction: customer group discounts were counted twice in sales prices calculated when exporting to the register
  • Correction: adding an expense manually, with pointing, sometimes unpointed all expenses
  • Correction: the package was missing files for restoring backups (WDJournal)
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