GoOfficePH Ledger

Version 1.3.2 beta

Release channel: Beta

Release date: July 18, 2026

Receipts Scanner 0.1.1 processing recovery

• Restores subscription verification between Ledger, the GoOfficePH portal, and the isolated Capture worker so valid receipt and invoice uploads proceed through inspection and extraction.
• Adds deployment checks that stop a release when the protected internal service or worker credentials are absent or do not match.
• Shows a clear processing state while a verified upload is still being inspected instead of incorrectly reporting an unreadable document or zero-percent extraction confidence.
• Lets delayed jobs resume automatically after service recovery without requiring the user to scan or upload the document again.
• Adds responsive regression coverage for entitled Capture access, upload and review workflows, and delayed-worker recovery.

Version 1.3.1 beta

Release channel: Beta

Release date: July 17, 2026

Customizable chart of accounts

• Adds a tenant-scoped chart of accounts with a 22-account starter profile, searchable account list, parent-child structure, ordinary-account editing, safe archiving, and separate read and manage permissions.
• Adds posting defaults for Ledger Core, People, Make, and Growth, with account-type, normal-balance, active-account, and leaf-account validation before governed work can post.
• Preserves posting-time account identifiers, codes, names, types, and mapping context so later chart changes do not rewrite historical accounting.

Document posting and journal-backed reports

• Adds account-selectable multi-line customer invoices and supplier bills, linked customer credit notes, and explicit non-posting treatment for quotations and purchase orders.
• Adds a journal-line projection for current and legacy Core, People, and Make entries, powering trial balance, general ledger, profit and loss, and balance sheet reports with inclusive date filters.
• Strengthens period close so missing, unresolved, invalid, or unbalanced journal projections must be corrected before a period can be locked.

Safe chart migration and responsive controls

• Adds RFC 4180 CSV export plus a review-before-commit import for up to 1,000 accounts, with row-level actions, errors, warnings, parent resolution, and optional explicit posting-default replacement.
• Uses preview and chart checksums, one database transaction, tenant isolation, and rollback on failure; import never deletes accounts, documents, journals, or financial history.
• Adds responsive desktop, tablet, and phone account-management and import layouts, along with role-aware read-only behavior for reporting users.

Ledger Make 1.2.1 contextual help

• Adds plain-language guidance for every current Make workspace, item and BOM form, material-planning step, work-order control, quality decision, Production Close action, manufacturing report, and settings area.
• Adds concise, focusable tips beside navigation and consequential controls, plus practical guidance inside forms explaining what the function does, what to prepare, what happens next, and which access is required.
• Links help results to the exact Make tab, form, or live report without automatically performing the controlled action.

Ledger Growth 1.0.1 contextual help

• Adds plain-language guidance for every current Growth workspace, customer and opportunity form, activity, permission record, campaign step, audience preview, automation control, source-to-cash report, import, and settings area.
• Adds the same compact tooltip, in-form guidance, and exact-area navigation pattern used across Ledger so users can learn without leaving the task.
• Opens report help directly in the requested live report and preserves permission boundaries around campaign, automation, consent, and financial handoff actions.

Help maintenance and verification

• Merges Ledger People, Make, and Growth into one authenticated, searchable Ledger help catalog with 122 current topics.
• Adds release validation that discovers every Make and Growth tab, form, API report, and controlled workflow action and fails when a new function lacks matching guidance or an old destination becomes stale.
• Passes Ledger API and business-rule tests plus responsive help and workflow regression coverage across Chromium, Firefox, iPad, iPhone, and Pixel layouts.

Version 1.3.0 beta

Release channel: Beta

Release date: July 17, 2026

Ledger Growth paid CRM and Marketing upgrade

• Adds a tenant-scoped lead-to-cash workspace for customers, permission evidence, opportunities, activities, quotations, invoices, campaigns, automations, attribution, reports, and settings.
• Requires both Ledger Core and the active Ledger Growth - CRM and Marketing Automation tenant subscription before Growth records are loaded or changed.
• Adds Philippine mobile normalization, duplicate-aware CSV import preview, explainable lead scoring, owner and branch context, first-response SLA, dated next actions, and stale-opportunity attention.
• Creates governed Ledger quotations from opportunities and links won work to invoices, collected cash, direct cost, and gross profit.

Permission-aware campaigns and safe automation

• Records channel, purpose, status, source, notice version, evidence, withdrawal, and global suppression for direct-marketing decisions.
• Previews eligible and suppressed audiences with an explanation before any approved campaign enters an adapter-ready delivery queue.
• Adds draft, submit, approve, activate, and queue-preparation states with maker-checker separation and attributable audit events.
• Adds versioned trigger-action automations that can be tested without side effects before independent approval and activation.

Source-to-cash reporting and guidance

• Compares first-touch, last-touch, and assisted source influence against pipeline, billed revenue, collected cash, and gross profit.
• Adds pipeline-health, velocity, first-response, campaign, permission, suppression, activity, and attribution reports from the same operating records.
• Adds plain-language contextual help with direct links to the exact customer, pipeline, activity, campaign, automation, report, import, consent, or settings control.
• Adds responsive desktop, tablet, and mobile layouts plus regression coverage across the shared Ledger People, Make, and Growth rule suite.

Version 1.2.0 beta

Release channel: Beta

Release date: July 17, 2026

Ledger Make paid Manufacturing MRP upgrade

• Adds a tenant-scoped manufacturing workspace for items, locations, work centers, effective-dated multilevel bills of materials and recipes, demand, supply, MRP plans, work orders, quality, traceability, cost, reports, and settings.
• Requires both Ledger Core and the active Ledger Make - Manufacturing MRP tenant subscription before manufacturing data is loaded or changed.
• Adds deterministic MRP netting for on-hand stock, allocation, safety stock, scheduled supply, lead time, lot sizing, yield, scrap, and multilevel requirements, with a plain-language explanation behind every recommendation.
• Adds work-center calendars and parallel capacity so planners can see overload attention before approving and releasing work.

Controlled production and quality

• Adds maker-checker plan approval before recommendations convert into planned purchase supply or work orders.
• Adds work-order release, start, cancellation, material issue, controlled return, partial or final output, labor, overhead, subcontract, scrap, and safe retry handling.
• Requires lot information for lot-tracked material and prevents a return from exceeding the work order's net issued quantity.
• Keeps quality-held output outside available inventory until a separately authorized reviewer releases or rejects it when maker-checker is enabled.
• Adds lot and expiry genealogy across attributed component, output, quality, and inventory movements.

Production Close, reports, and guidance

• Adds Production Close for standard-versus-actual material, labor, overhead, subcontract, scrap, yield, and variance review.
• Adds submit, approve, period-lock validation, balanced Ledger journal posting, integrity hashing, audit events, and synchronization records around Production Close.
• Adds online shortage, WIP aging, schedule, yield, scrap, consumption, traceability, cost, and variance reporting from the same records used to run production.
• Adds plain-language contextual help with exact links to planning, BOM, work-order, quality, traceability, cost, report, and settings controls.

Version 1.1.1 beta

Release channel: Beta

Release date: July 17, 2026

Ledger People contextual help

• Adds a plain-language, searchable Ledger People guide for employee records, time and leave, payroll controls, compliance review, reports, and calculation settings.
• Adds compact page guidance and focusable help tips beside current Ledger People forms, reports, and consequential payroll actions.
• Explains what each function does, what to prepare, what happens next, which access is required, and the practical steps to complete the work.
• Links help results to the exact Ledger People tab, form, report, or control where the function is available without automatically executing sensitive payroll actions.
• Shows role-aware guidance when the current user can understand an area but lacks permission to perform the action.

Help quality and maintenance

• Introduces a versioned Ledger People feature and help registry that is merged into the authenticated Ledger help catalog.
• Adds release validation that discovers all People tabs, creation forms, payroll actions, and API reports and fails when any function lacks matching guidance.
• Adds desktop, tablet, and mobile regression coverage for contextual search, exact-area links, nested form help, report navigation, permission guidance, and responsive interaction.

Version 1.1.0 beta

Release channel: Beta

Release date: July 16, 2026

Ledger People paid upgrade

• Adds a dedicated, tenant-scoped Philippine people-to-Ledger workspace for effective-dated employee records, approved payroll inputs, leave requests, pay runs, compliance review, reports, settings, and attributable activity.
• Requires both Ledger Core and the active Ledger People - Payroll and HR tenant subscription before employee or payroll data is loaded.
• Adds Philippine payroll calculations for basic and premium pay, SSS and Employees' Compensation, PhilHealth, Pag-IBIG, withholding tax, net pay, employer contributions, and 13th-month accrual under a visible rules version.
• Adds parallel validation and live payroll modes so organizations can compare Ledger People against the existing payroll process before financial posting is enabled.

Payroll Control Center and Ledger Bridge

• Adds prior-period variance, headcount comparison, exception detection, warning acknowledgement, and critical-exception correction before final approval.
• Adds maker-checker finalization so a tenant can require a different authorized reviewer from the payroll creator.
• Locks finalized payroll and prepares a balanced draft journal without changing the books.
• Adds Ledger Bridge as a separate, permission-gated posting step for finalized live payroll, while parallel runs remain non-posting validation records.
• Rejects posting into a closed financial period and records approval, locking, exception resolution, and posting in the audit and synchronization trails.

People operations and reporting

• Adds employee search, effective dates and change reasons, employment and pay-basis records, protected government-number hints, approved time and adjustment inputs, and leave decisions.
• Adds online payroll-summary, variance, cash-requirement, statutory, tax-working-paper, department-cost, headcount, leave, and control-readiness reports scoped to the current tenant.
• Adds a compliance view with statutory totals, employee-readiness checks, official rule references, and the active payroll calculation version.
• Adds responsive desktop, tablet, and mobile layouts plus regression coverage for both entitled and locked subscription states.

Version 1.0.1 beta

Release channel: Beta

Release date: July 16, 2026

Contextual guidance

• Adds a searchable, plain-language Ledger guide covering every current work area, from sales documents and supplier bills to bank matching, inventory, period close, reports, audit history, and optional modules.
• Adds concise page explanations throughout Ledger so users can understand a work area without leaving the task they are performing.
• Links each help topic to the exact page, panel, report, or document workflow where the function is available.
• Supports natural multi-word searches such as “bank matching,” “create supplier bill,” and “close period.”

Help quality and maintenance

• Publishes the Ledger help catalog through the authenticated GoOfficePH Ledger API with the current user’s channel, role, capability, and subscription context.
• Adds automated coverage checks for all Ledger pages, help topics, and in-app destinations so undocumented pages or help targets fail validation before release.
• Adds desktop, tablet, and mobile regression coverage for search, page explanations, exact-area links, touch interaction, and responsive drawer behavior.

Version 1.0.0 beta

Release channel: Beta

Release date: July 15, 2026

Financial control

• Introduces a tenant-scoped financial workspace for invoices, bills, cash matching, inventory, close, reports, and audit review.
• Adds draft, submission, approval, posting, and period-lock states with role-based capabilities.
• Uses balanced, immutable journal entries, traceable reversals, idempotent requests, and tenant-specific audit chains.
• Includes profit and loss, balance sheet, cash-flow, receivables-aging, payables-aging, and financial-overview report APIs.

Optional subscription modules

• Ledger People: Payroll and HR records, attendance inputs, review, and payroll-journal integration.
• Ledger Make: Manufacturing MRP records for demand, materials, production, work in progress, and costing.
• Ledger Growth: CRM and marketing automation records for leads, opportunities, campaigns, quotations, and billing follow-through.

Platform integration

• Uses a dedicated GoOfficePH Ledger API service with shared GoOfficePH identity, tenant scope, beta channel enforcement, and a separate beta database schema.
• Publishes an ordered, cursor-based synchronization contract for a future managed Desktop GoOfficePH Groupware client.
• Keeps production access disabled until an approved beta promotion enables production routing and subscriptions.