Gestix 5.2 Billing Software Update

A new update, Gestix 5.2 is being released.

This update introduces the table of standard VAT exemption reasons, as recommended by the Tax Authority. It also includes several enhancements and fixes relative to version 5.1.

If you use Gestix Cloud, the update is automatic. It appears information to the user that it had an effect, and no need to do anything else.

If you use Gestix Download, running on your computer, and have the updates plan on time, you can download the software update from the location:

www.gestix.com/en/software-update/

The new Table Normalized VAT Exceptions can be accessed in the Admin / VAT rates menu. When invoicing with VAT exemption will now be available the codes in this list. You find in this menu the ability to edit the list to remove the options possibly not necessary in the case of your company.

In countries where it is not compulsory to use certified billing software, the new version does not require changes to the VAT table. However, it offers a new security option to give more freedom to editing invoices and other documents after recorded, as in earlier versions of Gestix prior to the 2008-2010 certification.

Gestix 5.2 (fiscal update, release 1, 2016)

  • New standard VAT Exemptions Table (for SAF-T enabled countries, shows exemptions reasons in invoice’s notes/comments and SAF-T file) [5.2.2]
  • Group VAT exemption reasons by reason and display then in the invoice’s Notes/comments area [5.2]
  • Set VAT Reasons using Gestix API: dci_reason_N now available [5.2.2]
  • Manage Batch Quantity by warehouse (same batch ID in different warehouses) [5.2.2]
  • It was possible to edit stock transactions even when involving Batch Numbers, yielding wrong item stock – fixed [5.2.2]
  • Corrected problem in sending supplier purchase orders by email  [5.1.13]
  • Fixed issue where the amount in words on invoices / receipts appeared with parts in English [5.2]
  • Billing contracts / recurrent Billing: option expiration date corresponds to the date of the contract renewal limit (Use data de vencimento do contrato) [5.2]
  • The conversion of orders into invoices was corrected problem in the currency could be changed for that was set in the client file [5.2]
  • Gestix API Improved handling of multiple shipping addresses for recurring customers [5.2]
  • Gestix API Improved to handle different VAT Exemptions for products and shipping [5.2]
  • Automatic notification of transport documents by AT Webservice [5.1.12]
  • The carrier defined in the order was not preserved when converting to Invoice [5.2.2]
  • Invalid Min.Qty warning in Invoice when Article’s minimum sale quantity not zero [5.2.2]
  • New function to duplicate article records and general tables records on new Gestix Enterprise [5.1.12]
  • New function to set Measurement Units and remove invalid chars from articles [5.1.12]
  • Inventory CSV small corrections, old versions [5.1.11]
  • Recalculate due date according to customer’s payment terms when changing invoice date [5.1.11]
  • Web Service AT – improvement of diagnostic messages [5.1.12]
  • Contract billing – optionally make the due date follow the first date of the billing period. Configurable from parameters usr_ctfduedt [5.1.12]
  • Webservice AT: in case of wrong password webservice returns error 99 and Gestix now transmits this message clearly to the operator [5.1.12]
  • Enable companies based in countries where it is not compulsory digital signature to enable editing invoices [5.1.12]
  • Print invoices in batches to print only the original or a duplicate (selectable) [5.1.15]
  • Allow import documents generated under other than digitally signs for intermediate document type order or similar  [5.1.12]
  • Corrected problem that could forget the default VAT after editing Admin / TA Credentials [5.1.12]
  • Corrected issue: Assigning the batch number’s Production Date is always forgot [5.1.15]
  • In calculating the Cost Average Price, option for dilution of expenses by amount or quantity [5.1.14]
  • Print 2nd copy with explicit indication on every page of the invoice or at the end bottom of the same [5.1.15]
  • Avoid accepting duplicate batch numbers in sales to prevent breaking the available stock [5.2.2]
  • Salespersons listings and reports by Geographic Area [5.1.11]
  • Allow Close Orders to users that can change and delete [5.2.1]
  • Allow the operator to define the default warehouse, in the multi-store menu, that will be used in data import operations  [5.2.1]
  • Enable Stock Release and Stock Reception memos to print price information [5.1.13]
  • Warehouse reports where corrected regarding a problem when only one warehouse was selected [5.1.13]
  • Optional dilution of shipping cost calculation by item quantity instead of item amount [5.1.13]
  • security option to just letting register invoices and overall sales of products in stock. Services and text with price are not allowed [5.1.13]
  • New configuration option to forbid sales of items not in stock, like services and others. [5.1.13]
  • The Use due date option in the Report Customer Debt by Age was not working correctly [5.1.13]
  • Corrected the customer totals in the CSV Report Customer Debt by Age [5.1.15]
  • When multiple currencies involved, show the invoice total in both EURO and GBP (or any other currencies)  [5.1.13]
  • Corporate: Discount by customer and product category – multiple discount columns [5.1.15]
  • Corrected: Initial Balance is not handled properly when paid in part: it would not allow another payment [5.1.12]
  • Improving efficiency in the Transport Document Transmission AT Webservice [5.1.15]
  • Corrected a problem when sending a document by email, only the duplicate was sent [5.1.15]
  • Corrected a problem that prevented configuration of the LDAP Directory system for user authentication [5.1.15]
  • Make the due date editable in open invoices [5.1.12]
  • Corrected transitory problem that required the operator to enter the item quantity manually in the Point of Sales menu [5.1.15]
  • Corrected problem that prevented access to the function to change the VAT for multiple items [5.2]

INFORMATION ABOUT THE CERTIFICATION OF INVOICING SOFTWARE

0394 Gestix Enterprise (Corporate Enterprise)
0395 Gestix Business (Business Light, Business Mini, Business CRM)
0396 Gestix POS
0397 Gestix Life

Estado da Certificação

Apache 2.2 installer for Windows (old versions)

As promised, here is the old installer that worked quite well as long as it was ran from the Windows command line in Administrator’s Mode:

Apache Software Foundation / Apache 2.2

 

 

 

Invoice: display the amount in customer’s own currency

In this example, our billing is in EUR (Euros) but want to display the amount in GBP (Great Britain Pounds) in the invoice to certain customers.

First, add the GBP currency onto the database and specify the exchange rates (Currencies menu).

Currencies menu: Defining currencies and exchange rates

Currencies menu: Defining currencies and exchange rates

Then, in the Customers menu, edit those customers that want the amount in GBP shown on their invoices.

 

Customers | Modify Customer - defining customer's preferred currency

Customers | Modify Customer – defining customer’s preferred currency

Finally, check the Admin | Settings menu to ensure that the Display Counter Value in Base Currency option is enabled.

Admin / Settings

Admin / Settings

When Display Counter Value in Base Currency is enabled, if the customer’s preferred currency is GBP and the invoice is in EUR (the base currency), the amount in GBP will be printed in the invoice. If the invoice is in GBP, the amount in EUR will be printed instead.

Invoice in base currency (EUR), customer’s preferred currency is GBP

Screen Shot 2016-03-21 at 1.44.01 PM

Invoice in GBP, base currency EUR, don’t care customer’s preferred currency

Screen Shot 2016-03-21 at 1.43.43 PM

Any questions or comments? please submit them below.

 

Gestix on Mac OS X Yosemite – download this kickstarter to facilitate launching MySQL and Apache when needed

This tiny application has been created with Automator and can be inspected to see the applescript program inside it:

on run
    do shell script "/usr/local/mysql/bin/mysqld_safe > /dev/null 2>&1 &" with administrator privileges
    do shell script "apachectl restart > /dev/null 2>&1" with administrator privileges
end run

The script will try to launch MySQL by calling mysqld_safe directly, thus without the need to have the StartupItems / System Preferences components installed.

Then it will try restarting apache as well, by invoking apachectl restart.

Download link: http://gestix.com/download/Server-kickstarter-by-gestix.app.zip

Open the application, it will prompt for the computer’s password.Screen Shot 2015-05-27 at 8.47.42 PM

Then it tries launching both services and displays a confirmation message that enables  sending your feedback directly to the supporting team.

 

Screen Shot 2015-05-27 at 8.48.23 PM

 

 

 

 

Check the support page http://gestix.com/go/support

Like us on facebook http://facebook.com/gestix

How to enter a partial payment with Gestix ERP

With the Gestix ERP you can easilly issue a payment receipt for part of an invoice.

Here we go through the steps to process a customer payment, from the Invoicing menu, whereas a similar procedure would be performed for processing payments made to suppliers from the Purchasing menu.

Entering payments and partial payments with Gestix ERP

Open the Invoicing menu and click Receipt, New.

 

partial-payment-gestix-3

 

Here we’re clicking the Search button to choose the customer from a pop-up list.

 

 

partial-payment-gestix-4

Then we click the button labeled Document to select the invoices being paid, then we click over Select All to add those invoices to the receipt.

 

 

partial-payment-gestix-5

Since the customer is paying the amount of GBP 446,52 and the selected invoices total is greater than this, we want to edit the amount paid for, say, the last of the three invoices. Click the little pencil button labeled Edit at the left hand side of the line.

 

 

 

partial-payment-gestix-6

Now let’s enter the correct amount and click the little button labeled Save next to the Paid Amt field.

 

partial-payment-gestix-7

 

Click the Save button at the top of the document, and it’s ready to print or send by email.

For more information please check the Gestix website at http://gestix.com

How to upgrade your Gestix Download to the latest edition

To add features to your Gestix ERP you can buy the Gestix product/edition that best suits your needs and upgrade your old license.

As soon as you get the new Gestix’ license serial number in your purchase invoice, proceed as follows to upgrade your Gestix:

Open the Admin | Licensing menu and click the Upgrade button that is shown below the list of features.

upgrade-gestix-1upgrading-2

Enter the Upgrade Code included in the delivery instructions that are sent by email along with the invoice PDF.

upgrading-3

Then enter the License Serial Number.

upgrading-4

Click Continue to complete the upgrading process. Gestix will then show the list of features of the new edition. Press Back to return to the main menu and check all the new features.

upgrading-gestix-6

More information: http://gestix.com/go/upgrade/corporate

How to start MySQL from the Mac OS-X Yosemite Terminal

Symptom: Gestix is working before the computer is shut down however. Once the computer is restarted, Gestix stops with the following message.

Gestix complains about the database system

Gestix complains about the database system

(It seems there is a problem with the database server. 
If the program was just working and you don’t know why this is happening, try reloading the page in a couple minutes. If the problem persists ask your system’s administrator attention to the problem.)

Although the MySQL Startup item seems to no longer work on OS-X 10.10, it’s possible to start it from the command line.

1. Open Finder | Applications | Utilities | Terminal

2. Paste this command and press Enter

sudo /usr/local/mysql/support-files/mysql.server start

3. Close the Terminal application.

If the problem persists there may be need for a remote technical intervention to the server by MySQL system specialists. Order technical support here.