Automated Forex Gains and Losses in BlueBox

BlueBox has an automated way of dealing with the gains and losses which occur when a payment is finally attached to a debtors or creditors invoice.

It looks for a gain/loss between the base currency value in the invoice vs the base currency value in the payment.

If there is a gain/loss is check the following to see if it can automate the application of a suitable adjustment document (ie direct debit/credit note) to be applied to the invoice to correct the loss:

• The payment must be in the same forex currency as the invoice
• The payment must be for the full amount of the invoice (not just the balance owing)
• There must be a bb_sales_debtors_direct_debit_notes_types named 'Forex Gain Adjustment'
• There must be a bb_sales_debtors_direct_credit_notes_types named 'Forex Loss Adjustment'
• There must be a bb_procurement_creditors_direct_credit_notes_types named 'Forex Gain Adjustment'
• There must be a bb_procurement_creditors_direct_debit_notes_types named 'Forex Loss Adjustment'
• The must be a nominated GL account for gains in the bbsetting: bb_finance_general_ledger_accounts > bbsetting_forex_gains_account
• The must be a nominated GL account for losses in the bbsetting: bb_finance_general_ledger_accounts > bbsetting_forex_losses_account

Once these pre-requisites are confirmed to be in place the system will automatically add the required DR/CR notes each time a forex invoice is paid in full.

Inline Forex Base Currency Value Calculator for BlueBox

BlueBox includes forex specifications that allow you to manually set the forward rate and spot rates for any currency inputs in the system.

Until recently, if you wanted to over-ride the current spot rate for a currency value you would have to calculate the forward rate manually and then input it into the FR input box.

There is now a target base rate input field which automatically calculates the related FR rate to match the base rate that has been input:

Stripe Now Part of BlueBox Payment Gateways

BlueBox has recently added the Stripe Payment System to it's list of available payment methods/gateways.

A typical Pay Function would work like this:

jQuery Fixed Table Headers in BlueBox

A recent plugin added to BlueBox is Misha Koryak's FloatThread. This allows you to fix the table header within a fixed-width div as follows:


<div style=width:1000px;height:300px;overflow:auto; id=reportwrapper>

<table width=100% cellpadding=5 cellspacing=1 bgcolor=silver id=report_table_pointer>
<thead>
   <tr>
     <th> .. some content here .. </th>
     <th> .. some content here .. </th>
   </tr>
</thead>
<tbody>
   <tr>
     <td> .. some content here .. </td>
     <td> .. some content here .. </td>
   </tr>
</tbody>
</table>

</div>

<script src=\"engine/3rdparty/jquery/table_headers/jquery.floatThead.min.js\"></script>
<script>
var float_headers = jQuery('#report_table_pointer');
float_headers.floatThead({
scrollContainer: function(table){
return table.closest('#reportwrapper');
        }
});
</script>

Redirect to Despatch Note after Auto-Generating Invoice

A new BlueBox setting has been installed which redirects the 'view' back to a despatch note after a debtors invoice has been auto-generated from it. The usual behaviour is for the end document to display the debtors invoice. bb_sales_debtors_invoices->bbsetting_inv_show_dsp_after_add - if set to 1 (on) will trigger a redirect back to the despatch note automatically.

BlueBox2.0 document pagination templates

BlueBox2.0 includes pagination templates that display long documents in a paginated format.

It is now possible to specify the number of lines on the first page differently from the number of lines on the subsequent pages by simply splitting the line-count with a pipe | and specify page 1's count first followed by the count for page 2 onwards after that.

For example:

<!--:set:global|force_custom_templates_in_system_mode=1:-->
<!--paginate_document_lines=10|15-->
<!--paginate_document_runon_template=bb_sales_quotes-print_runon-->
<!--:class:bb_sales_quotes_items:viewlist_print|sales_quoteISbb_sales_quotesID=(#_id#) and _id>=(#pdl_start_row#) and _id<=(#pdl_end_row#):-->

Neater Table to CSV Exports in BlueBox2

Update:

BlueBox includes a javascript library and PHP function which automatically exports tabular data to CSV export by simply adding ".table2csv_export('table_id')." into the string above your <table id=table_id> tag.

This feature has existed for a few years, but has been updated now to improve trimming of the contents. The numbers and text snippets in each cell are now trimmed to perform more reliably in Excel.