Cash register in the app, report export and CSV import
Another set of features that previously worked only on the API side is now available in the app.
What was added
- Cash: KP and KW documents settled against invoices, a cash report for the period, document cancellation with a reversal date, and a cash limit warning.
- Export of the profit and loss account and balance sheet to CSV, XLSX and PDF, with protection against formula injection into spreadsheets.
- Import of counterparties and products from a CSV file with a preview and a list of issues before saving.
- Invoices with the zw rate: the VAT exemption basis is required and appears on the printout and in the FA(3) file sent to KSeF.
- A full export of the organisation's data (JSON) for the owner, and a "First steps" card on the dashboard that guides you through setup.