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3.1 - "new customer" redirects to companies

Jim OPhoto   ( User )

Commented 6 months ago

I just upgraded to 3.1, and when I went to add a new customer under the "customers" section, I was taken to the "companies" section instead & said I've reached the maximum number of companies allowed for my plan (on-premise, free plan). The link for "new customer" is for "https:///1/sales/customers/create"....but at somepoint while loading it, it redirects to "https:///1/common/companies" instead, trying ot create a new company

Jim OPhoto   ( User )

Commented 6 months ago

gah.....guess my syntax for the links got stripped. Let's retry in a different way...

The link for "new customer" is for "https://my_domain.com/1/sales/customers/create"....but at somepoint while loading it, it redirects to "https://my_domain.com/1/common/companies" instead, trying ot create a new company

Scott Carson   ( User )

Commented 6 months ago

This is because the new version has changed (read: limited) the number of companies and users you're allowed to have). See https://akaunting.com/plans-on-premise

Jim OPhoto   ( User )

Commented 6 months ago

That's different from customers.

I'm just one company, and I'm the only user.

Jim OPhoto   ( User )

Commented 6 months ago

FYI.... Read thru that plans link Scott... near the bottom where it does a full comparison between plans.... all plans have unlimited customers

Scott Carson   ( User )

Commented 6 months ago

Nonono, what I mean is, this issue isn't about customers. As I understand it, and as it happened to me, it's akaunting saying, "I know you asked for a customer, but we changed our terms and you can't proceed with *anything* - customers or otherwise - until we talk about your license".

In my case, it was users (I had 3, but only allowed 1), and for you it is companies (you're only allowed 1 but it sounds like you have more (even though you've indicated one).

On that note, I had such massive database corruption with mine that, although I only had one company, there were 2 behind the scenes. I had to get a support call with the Akaunting team to figure out what was going on.

Jim OPhoto   ( User )

Commented 6 months ago

Don't think you're on the same page as me. I'm one company...and one user (myself). That's all.

The free on-premise plan, along with all plans, allows for unlimited *customers*.

My licensing isn't the issue....I'm well within the limits of the free on-premise server.

The 3.1 coding for adding a new *customer* is incorrectly redirecting to adding a new company, which is what my licensing doesn't allow, nor what I want or what it should be doing when I click on "new customer"

I've since reverted days back to the previous version til a 3.1.1 type of update rolls out and resolves several bugs that have been found

Ahmet Kurucan   ( User )

Commented 6 months ago

Ensure you've not checked the "Invite to Client Portal" checkbox. Otherwise, a user is created for that customer.

Jim OPhoto   ( User )

Commented 6 months ago

well, that's good to know! knowing that now, I did create a test customer a little while back when I was first installing & setting up akaunting, and wanted to see what the client portal looked like. So I enabled the client login option for that test customer. Had no idea that it created a new user...just found it as listed as a second user!

I'll give the update another shot then and see what comes of it...thx much for that little tidbit! that may have done the trick!

Jim OPhoto   ( User )

Commented 6 months ago

unfortunately that didn't do it. I deleted that test customer, ensured that there's only one user created (myself), and I have just the one company.

Clicking "new customer" is still redirecting to the "companie" page, with the same banner at the top saying I"ve reached teh maximum number of companies allowed

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