Changelog
See what’s new in Bkper and what has changed
2024
November 2024
October 2024
- Migrated Brazilian Bank Connections to regulated Open Finance, with OAuth2 authentication
- Offline transaction recording and upload images on Mobile Web App
- bkper-js
September 2024
- Extracted bkper-js from bkper-node as a standalone library.
- bkper-js
- Stock Bot
- Added option to track realized results using single fair value accounting basis
- Added
stock_fair book property to flag realized results tracking over fair values only
- bkper-node
- Added support to
bkperapp.yaml file to define App properties
- Deprecated Apps Script Bot
- Subledger Bot
- Added option to replicate transactions without having to set a child group for it
August 2024
July 2024
- New design with dark mode
April 2024
- Stock Bot
- Adjusted Realized Results service to calculate results on both accounting basis (historical and fair) by default
- Added
cost_hist transaction property to pass historical cost information
January 2024
2023
December 2023
November 2023
October 2023
- Improved copy book feature allowing copy transactions from specific date
- Stock Bot
- Added support for Bonds Interest accounts on auto mark-to-market service
- Tax Bot
- Added
tax_excluded_amount property to allow override the excluded taxes calculated based on Group or Account tax_excluded_rate definition by a specific amount
- bkper-gs
August 2023
July 2023
- Expanded Bank Connections converage to Brazil
- Tax Bot
- Added Book
tax_copy_properties property to allow copy properties from source to generated tax transaction
June 2023
- Expanded Bank Connections converage to Denmark, France, Germany, Ireland, Italy, Netherlands, Poland, Portugal, Spain and Sweden
- bkper-js
January 2023
- Google Sheets Add-on
- bkper-gs
2022
December 2022
November 2022
October 2022
- Google Sheets Add-on
- Tax Bot
- Added
${account.name.origin} expression to conditionally add account name when participates as origin in the transaction.
- Added
${account.name.destination} expression to conditionally add account name when participates as destination in the transaction.
- Added
${account.contra.name.origin} expression to conditionally add contra account name when participates as origin in the transaction.
- Added
${account.contra.name.destination} expression to conditionally add contra account name when participates as destination in the transaction.
September 2022
- Google Sheets Add-on
- bkper-gs
- bkper-js
July 2022
- Exchange Bot
- Added
exc_aggregate book property to use one single exchange account per currency
June 2022
May 2022
April 2022
March 2022
- Optional copy transactions upon copy a Book is now available to all book collaborators (including viewers)
- Stock Bot
- New feature: Forward Date Service. A simple and solid procedure to close a period and lock the Instruments Book
- Added input to run Realized Results calculations up to a specific date
- Added several
fwd_xxx and hist_xxx properties to instruments transactions in order to track both historical and updated trading information
- Added
stock_historical book property to calculate gains and losses over historical values
- Exchange Bot
- Added
exc_historical book property to calculate exchange updates over historical values
February 2022
2021
December 2021
November 2021
October 2021
September 2021
July 2021
May 2021
- Exchange Bot
- Added
exc_base true/false to book property to flag a book as a base book.
- bkper-gs
- bkper-js
- Added Group.getParent
- Added Group.setParent
- BREAKING CHANGE: Removed AccountsDataTableBuilder
- BREAKING CHANGE: Removed BalancesDataTableBuilder
- BREAKING CHANGE: Removed TransactionsDataTableBuilder
- BREAKING CHANGE: Removed BalancesReport
- BREAKING CHANGE: Removed Balance
- BREAKING CHANGE: Removed BalancesContainer
April 2021
- New Book Lock Date to prevent modification prior to a given date on a book.
- bkper-gs
- bkper-js
- Added
ids param to BKPER_TRANSACTION function
- Exchange Bot
- Added
exc_code to track the exchange base code used to convert the transaction.
- Added
exc_rate to track the exchange base rate used to convert the transaction.
March 2021
Frebruary 2021
- New Subledger Bot to connect books into Ledger-Subledger relationship
- Tax Bot
- Added
${account.contra.name} expression to allow dynamically insert contra account name to tax transactions
- bkper-js
January 2021
- bkper-js client library published
- Github App deprecated in favor of the bkper-js
- bkper-gs
- Added Amount
- Added bkper-gs.newAmount
- BREAKING CHANGE: : All number params and returns now wrapped in Amount class for arbitrary precision aritimethic
- Tax Bot
- Add support to
tax_included_amount transaction property to override included taxes
- Deprecated
tax_rate account and group property to split into included and excluded taxes
- Added
tax_excluded account and group property
- Added
tax_included account and group property
- Exchange Bot
- Calculate and mirror
tax_included_amount when present on transaction
- Stock Bot
- Added
stock_book property flag to allow quantities with more than 0 fraction digits
2020
December 2020
- Exchange Bot
- Added
exc_code to groups to match accounts
- Allow exchange update of non-permanent accounts
- Apply book settings and properties update on all connected books
- Stock Bot
- Performing Mark to Market operations upon closing, with
price and open_quantity properties on financial transactions
- Fixing rounding issues on Realized Results calculations
- Bkper CSV App now handle import upon FILE_CREATED event
- bkper-gs
November 2020
- Tax Bot
- Deprecated
tax_skip Book property
- Added
tax_round Transaction property
- Exchange Bot ignores transactions generated from Tax Bot by default
- Stock Bot
- Splitted
price instrument transaction property into purchase_price and sale_price
- Added
original_amount, sale_amount and gain_amount instrument transaction property
- bkper-gs
- REST API
October 2020
September 2020
August 2020
- Published the REST API
- Published bkper-api-types
- Improved BKPER_BALANCES_TOTAL Function to support
hideNames param
- Exchange Bot
- Sync Transaction edit/delete/restore operations
- Sync Account create/update/delete operations
- Sync Group create/update/delete operations
- Apply Gain/Loss update on all connected books
- Allow optional
exc_account group property to set the Gain/Loss Exchange Accounts
- bkper-gs
July 2020
June 2020
May 2020
April 2020
March 2020
February 2020
- Add/Remove url links on transactions
- bkper-gs
January 2020
- Books and Accounts custom Pproperties
- New icons on transactions attachments and links
- Infinite scroll on transactions list
2019
November 2019
- Unified Bkper Sheets Add-on into a single Gooble Workspace Marketplace listing
- Expanded Bank Connections converage to Ireland, United Kingdom, France and Spain
- Improved Bkper Functions to fetch balances according to is:checked and is:unchecked query operator
- bkper-gs
- Inproved trash bin to order by deletion date by default
- Published this changelog page
October 2019
September 2019
August 2019
July 2019
June 2019
April 2019
- Shutdown of our referral program and the Bkper Gold Plan
March 2019
January 2019
2018
December 2018
- New Help Center layout and better connection with our users through Intercom messenger
October 2018
August 2018
May 2018
- Custom sharing email logo white labeled for Business customers
April 2018
- See who is online on Book
- Tracking transaction creators by username instead of email
- Comments on transactions
- Improved search autocomplete
- Docs Add-on shutdown
- Forms Add-on Added highlight and log on Google Sheets for responses successfully recorded on Bkper
March 2018
- Added Activities for all other resources - Book, Accounts, Groups - and Collaborators
- Released Referral program, with Bkper Gold Plan
2017
June 2017
- Released Activities to track changes on transactions
March 2017
- Autopost is default on newly created books
February 2017
- Changed support structure
- Improvements on Ultradox integration
- Added date format yyyy/mm/dd
January 2017
2016
November 2016
September 2016
- Batch operations (check, post, revert)
- Balance sidebar Slider for non-permanent accounts (income/expense type)
- Several UX improvements on form
- Improvements on recording, editing and posting transactions flow
- UX improvement for check/uncheck
August 2016
- Several UX improvements on creating groups
- Several UX improvements
- Bug fix: copy paste in Excel on Firefox
- Bug fix: Drive integration pre-fix
- Improvements on recording and posting
- Sheet Add-on Bug fix: fetch balances with gaps on dates/periods with no balance change
July 2016
- New weekly summary email
- Several improvements on list books
- Zapier out of beta
June 2016
- Bugfix: registration duplicates
- Deprecated recurring transactions
- Partner console (already deprecated)
- Sheets Add-on:
- Fetch serve Attachment Url and Urls
- Auto update only update if book has been updated
May 2016
- Expansible accounts menu
- Apply new group to selected accounts
- Apply account types in batch
- Validate account types per group
- Groups can only have one account type Mixed
- Groups by account types Assets together with Liabilities and Revenue with Expenses Use account types instead of Permanent Debit and Credit
- Bookbot finds accounts that start with the same word
- Bugfix: queries with group with many accounts
- Zapier Integration: added Account description, group and account balance to outgoing zaps
- Add-ons Bugfix: queries with more than one account, presentation format
April 2016
- Lowercase recognition of accounts in post form
- Account types instead of permanent and non permanent accounts
- Results for mixed groups Groups account type validation
- Batch account type edit Bugfix: delete groups Resize balance menu on transaction window
March 2016
- Evolved Balances for non-permanent accounts
- Added Integration with Zapier
- Migrated Google Drive Inbox to Integrations
- Applied Checked & Unchecked to Charts and balances
- Bugfix: Lowercase does not auto complete in Advanced
- Discontinued bkper Gold subscription
- Add-ons Added Auto Record Feature
February 2016
- Added bkper For Work package (now Business Plan)
- Migrated from Google + Login to Google Accounts Login
- Added Google Drive listing to install bkper and create Books from within Drive
- Hashtags now are copied when you copy a Book
- Add-ons Bugfix: Add-ons wasn’t opening for some browsers versions/vendors
- bkper-gs:
January 2016
- Display group balances on the left hand menu
- Fixed Issue #45
- Bugfix: Report period balance and cumulative balance are misaligned
- Fixed Issue #46
- Bugfix: Horizontal line on charts completing period
- Add-ons Migrated to IFRAME Sandbox mode according Google Apps Script Migration Guide
2015
December 2015
November 2015
- Launched Bkper Gold plan
- Bugfix: #Deactivated in other languages
- Bugfix: Language translation in Book Listing
October 2015
September 2015
- New feature: One click remove saved queries on the web
- Improvement: Increased font size on the web
- Improved Integration’s: Now all integration’s are placed together for a better vizualization
August 2015
- New feature: Public books. Now you can publish your books on the web
- New feature: Create accounts on Advanced posting page
- Autocomplete now suggests accounts and transaction descriptions
July 2015
- New feature: Google Contacts integration on the sharing settings page
June 2015
- New feature: Record Only permission
- New feature: Edit transaction attachment - Issue 1
May 2015
- Fixed fraction digits error - Part of Issue 29
- bkper-gs:
March 2015
- bkper-gs:
- Renamed Ledger object to Book
- Added bkper-gs.openById
- Added bkper-gs.listBooks
- Deprecated bkper-gs.openLedgerById
- Deprecated bkper-gs.listLedgers
- Added Account.getDescription
- Added Ledger.formatValue
- Changing from “Ledger” to “Book”
- Added configurable fraction digits on Ledgers
- Added Outgoing WebHooks
- Added Incoming WebHooks
- Sheets Add-on:
- Added Auto-update feature
- Added Update feature
- Fetch transactions and cumulative/period balances
February 2015
- Bugfix: Hashtags now works for oriental languages
- Ability to remove #hashtags from index - Part of Issue 12
- Bookbot improved - considering same description prior to same hashtags
- Batch delete drafts - Issue 14
- Bugfix: Data and user changed when user confirm the draft - Issue 15
2014
December 2014
- Added Charts toggle button
- Charts and Transactions rendered on same screen - Issue 3
- Released Google Drive Integration - Related to Issue 10
November 2014
- Added OFX import support - Issue 10
- Added “group:” and multiple “acc:” filters support to Transactions query - Issue 3
- Google Docs Add-on
- Added transactions tab - Issue 7
- Added Autosend pdf report feature - Issue 7
- bkper-gs:
- Added “timeZone” optional param to Ledger.record
- Removed “referencesToTransactionId” param from Ledger.record
October 2014
- Recurring Transactions Issue 2
- Google Forms Add-on released
- Supporting Dutch language
- Supporting Spanish and Catalan languages
- Ledger settings sets Date Pattern and Decimal Separator instead of locale
- Google Docs Add-on
- Added Update statements feature - Issue 7
- bkper-gs:
- Added BalancesDataTableBuilder.formatDate
- Added BalancesDataTableBuilder.formatValue
- Added BalancesDataTableBuilder.buildChartDataTable
- Account.get
- Balance gets representative balace by default
- Transaction.getAccountBalance gets representative balance by defaultAdded Transaction.getOther
- AccountName(account)
- Added Ledger.getDatePattern
- Added Ledger.getDecimalSeparator
- Deprecated Ledger.getLocale
- List Balances
- List Transactions
- Record Transactions
September 2014
- bkper-gs:
- Added “representative” param to Account.getBalance
- Added Transaction.getOtherAccount(account)
- Added Transaction.getCreditAmount() and Transaction.getDebitAmount()
- Added “representative” param to Transaction.getAccountBalance
- Added Transaction.getAttachmentUrl
- Removed Ledger.getTransactionById
