Extensões
Busca de extensões
How to install an Extension
The extensions in the Banana Accounting Plus software are additional programs that expand its functionality.
They are available online in our Template Store, but must be installed in Banana Accounting Plus directly from the program via the Extensions > Manage Extensions menu.
For convenience, the same Manage Extensions dialog can also be accessed via several commands:
- Import extensions – from the Actions > Import to accounting menu, click the Manage Extensions button.
- Invoice layout extensions – from the Reports > Customers > Print invoices menu, click the Other layouts... button.
- Reminder layout extensions – from the Reports > Customers > Print reminders menu. Continue through the next two screens to find the Other layouts... button.
Most installed extensions (except import extensions) are shown in the Extensions menu.
File-specific productivity extensions
Extensions are often specific to:
- A certain type of file (accounting, address book)
- A specific property
If the currently opened file does not meet the required conditions, the extension will not appear in the Extensions menu, even if it has been installed correctly.
Extension Settings
Some extensions are designed to configure parameters. These parameters are specific to each file and are used by the related extension. The parameters are shown in the appropriate Settings dialog. For example, for invoice layout extensions, the Settings dialog can be accessed from the Reports > Customers > Print invoices menu, by clicking the Settings... button.
Extension Updates
Once installed, extensions are automatically updated by the program whenever a new version is released.
Using a development version
In the Manage Extensions dialog, it is also possible to try out any development versions that are made available.
Banana Accounting Updates
Make sure you have the latest release of Banana Accounting Plus.
Invoice Layouts
Invoice LayoutsInvoice layouts are extensions of Banana Accounting Plus that manage the printing of invoice data. To print the invoice, you need to choose a layout.
Install the invoice layout extension
In order to use a layout extension for printing the invoice, it must first be installed locally.
- Go to the Extensions menu > Manage Extensions > Invoices
- You can also choose the layout from the Report menu > Customers > Print invoices, button Other layouts...
- Choose the layout you want to use and click the Install button.
Once a layout is installed, it will appear in the Print Invoice dialog and can be selected for printing.
There are some accounting or Offer and Invoice file templates that use predefined layouts already set in the File Properties > Miscellaneous dialog, and they are installed automatically when the file is opened.
Customizing the invoice printout
You can adapt the invoice printout and also create exports in other formats. See the page:
Recommended invoice layout extensions for Banana Accounting Plus
The two invoice layout extensions listed here, CH10 and UNI11, are the most advanced. They allow for greater customization and can only be used in Banana Accounting Plus (they do not work in earlier versions). The two layout extensions have similar features. The CH10 layout additionally allows printing the QR code for Switzerland.
- CH10 layout recommended for invoicing in Switzerland (with or without QR code)
- UNI11 layout recommended for invoicing in other countries
Banana 9 Layouts (no longer current)
- The old layouts for Switzerland from CH01 to CH09 also allowed printing PVR payment slips.
- The old international layouts from UNI01 to UNI08 were similar but without printing the PVR slip.
These layouts are no longer current.
Attention:
The PVR payment slip is no longer accepted in Switzerland as of October 1, 2022 and has been replaced by the QR Code.
Banana 9 layouts CANNOT create the QR code. If you need the QR code, visit the page The Swiss QR Code of Banana Accounting Plus.
List of available layouts
Below you will find the complete list of available layouts, with preview and link to the specific page.
Customise invoice
In Banana Accounting Plus it is possible to completely customise invoice printing by means of:
- Choosing a different printing layout.
- Changing the settings of a layout.
- Programming the layout differently or creating a new layout.
Recommended layouts
The choice of new customisable and programmable layouts is recommended.
- The CH10 layout recommended for invoices within Switzerland (with or without Swiss QR-Code).
- The UNI11 layout recommended for invoices in other countries (same as CH10, but without the QR-Code).
Changing the settings of a layout
Each layout has its own settings page that allows customisation. Some layouts allow you to change the font, colour, include or not include the header.
The Swiss CH10 layout allows you to add the QR-Code.
The layout settings dialogue is displayed :
- Extensions menu → manage extensions → Choose layout and click on Settings.
- Accounting:
- Report menu → Customers → Print Invoices.
- In the Print → Layout dialogue, choose a layout from those installed and click on the Settings button.
- From the Print preview click on Settings icon.
- Estimates and Invoices application:
- Print invoice.
- From the Print preview click on Settings icon.
Logo position and address
On the Logo setup page you will find information on how to position the logo and address of the invoice header.
You can, for example, place the logo on the left and the address on the right and change the size of the logo.
Advanced invoice layout customisations
The Invoice Print Layout is an extension of Banana Accounting Plus which programs the printing of invoices.
- It is a program written in Javascript.
- It takes as input a JSON Invoice object which contains all the invoice data.
- It programs the printing of the different elements.
- The formatting and positioning of the elements is done with CSS styles.
- It provides a dialogue for customising the printout, so that even without programming knowledge, the invoice printout can be adapted.
Customising layouts with programming
CH10 and UNI11 layouts can be customised through specific programming. Printouts can be made that modify the layout to a greater or lesser extent. They require knowledge as a CSS programmer or graphic designer.
- How to change the programming of the CSS styles used for the printout
The positioning of the different print elements is done by means of CSS style sheets. Changing the style sheet elements can vary the presentation. - How to program certain print elements in Javascript
You can add or remove elements and change the assignment of styles.
Creating Your Own Print Layouts
Users with advanced knowledge can also create their own print layouts. See developer documentation:
Electronic invoice: export layout
With the layout system, it is also possible to program the invoice data to be exported in a certain format. See:
Banana Accounting+ Import Extensions
Import extensions are additional programmes that allow you to import data exported by other programs, in their specific formats.
Standard extensions, such as those in the ISO 20022 format, are included with the Professional plan, while extensions specific to certain banking institutions, which must be constantly monitored and updated, are only available with the Advanced plan.
Installing an import extension
In order to use an import extension, it must first be installed locally.
- Go to the Extensions menu > Manage Extensions > Import
The Manage Extensions dialog can also be accessed from the Import into accounting command. - Choose the extension you wish to use and click on Install.
Once the extension has been installed it is displayed in the:
Extension Parameters
In some extensions it is possible to change certain import parameters, which can be accessed via the Settings button.
Importing bank statements
The most frequent use of an import extension is to import bank statements into the accounts.
- Actions menu > Import transactions in accounting
- Choose the Transactions table
- Choose the extension to be used for the import.
- If the extension has not been installed yet, proceed with the installation now.
Request for a new or update Import extensions
If a suitable format for importing data from your bank or other organization does not already exist or is not working, you can ask our developers to create an import extension.
See:
In order to create or update an import extension for a specific file format these steps are necessary:
- Our programmers need to receive:
- An example file of the data to be imported, with some transactions (without sensitive personal information).
- The exact details of the bank, organization or software that generated the file.
- Information on the type of data contained (bank statement, invoice data, salaries, etc.),
- Explanations on the file content type, links to specifications made available by the bank or software producer.
- The date on which the file was generated.
- For files exported from other programs, with data structures that are not immediately understandable, an explanation or examples of the transactions that should be generated in the accounts.
- Evaluation of the request:
- It will depend on the complexity of the development and whether the import may be of interest to other users.
- A share of the development or upgrade costs may be required.
- We will consider whether to proceed with the creation of the file and if so:
- We will use the example file sent to us as a reference and for testing, whereby the content will be publicly available.
- Unless otherwise agreed, the extension will be developed according to the open source method.
- The extension will generally be available for installation to Advanced Plan users.
- There is no guarantee that the extension will be kept constantly up-to-date.
Banks often change their file format without giving prior notice. - Update existing extensions:
- Over time, the formats of .csv files are changed or modified and consequently the corresponding import filters must also be updated.
- The old import filters (Banana 9 or earlier) will be made available to Banana Plus users with the Advanced plan after the update.
- It is possible that some old filters will also work correctly with Banana Plus. In these cases, they can continue to be used without any problems until they need to be updated.
- Updating a filter is done when users tell us that the current version no longer works correctly.
- Old versions remain available but are no longer updated or corrected.
Developing your own import extensions
If you are a programmer you can create your import extensions. Please visit:
The possibility of creating your own extensions is only available with the Advanced plan of Banana Accounting Plus.
Developing a New Import Extensions
Programming a new import extensions
GPT Import Extensions Assistants
Extensions GPTs allow you to expand Banana Accounting’s functionality. We have multiple GPTs to help you with this area:
- GPT - Banana Accounting - CSV Bank Import Extension Assistant
This assistant generates extensions for importing bank transactions from CSV files.
It uses the Parameterizable Extension template and automatically adapts the JavaScript parameters to match the structure of the CSV files you upload in chat. Perfect when you need to import bank transactions from a CSV file with a custom extension.
Developers
If you are a programmer you can create your import extensions. Please visit:
The possibility of creating your own extensions is only available with the Advanced plan of Banana Accounting Plus.
Request for a new or update Import extensions
If a suitable format for importing data from your bank or other organization does not already exist or is not working, you can ask our developers to create an import extension.
See:
In order to create or update an import extension for a specific file format these steps are necessary:
- Our programmers need to receive:
- An example file of the data to be imported, with some transactions (without sensitive personal information).
- The exact details of the bank, organization or software that generated the file.
- Information on the type of data contained (bank statement, invoice data, salaries, etc.),
- Explanations on the file content type, links to specifications made available by the bank or software producer.
- The date on which the file was generated.
- For files exported from other programs, with data structures that are not immediately understandable, an explanation or examples of the transactions that should be generated in the accounts.
- Evaluation of the request:
- It will depend on the complexity of the development and whether the import may be of interest to other users.
- A share of the development or upgrade costs may be required.
- We will consider whether to proceed with the creation of the file and if so:
- We will use the example file sent to us as a reference and for testing, whereby the content will be publicly available.
- Unless otherwise agreed, the extension will be developed according to the open source method.
- The extension will generally be available for installation to Advanced Plan users.
- There is no guarantee that the extension will be kept constantly up-to-date.
Banks often change their file format without giving prior notice. - Update existing extensions:
- Over time, the formats of .csv files are changed or modified and consequently the corresponding import filters must also be updated.
- The old import filters (Banana 9 or earlier) will be made available to Banana Plus users with the Advanced plan after the update.
- It is possible that some old filters will also work correctly with Banana Plus. In these cases, they can continue to be used without any problems until they need to be updated.
- Updating a filter is done when users tell us that the current version no longer works correctly.
- Old versions remain available but are no longer updated or corrected.
Toubleshooting Import Extension
Terms of use and development of Banana Accounting + Extensions
These conditions refer to the creation and use of extensions and templates available in the Banana Accounting Plus Template Store and also visible or installable directly within the program itself.
Terms of Use for Extensions and Templates
The Templates and Extensions available in the Banana Template Store are free of charge.
However, some Extensions can only be used with the Advanced plan of Banana Accounting Plus.
The use of Templates, Extensions, and other material available in the Banana Template Store is subject to the specific licenses and legal conditions of Banana.ch SA, which are considered accepted by the user when accessing the website, viewing the documentation, or downloading/using any content.
Community development
The development of Extensions, templates, and other materials follows a community-based and open-source approach.
What is developed and finalized is made freely available in accordance with the usage licenses applicable to a specific project found at github.com/BananaAccounting.
The Apache 2.0 license usually applies Apache 2.0, but some Extensions may also use libraries that are subject to specific licenses. Users are required to comply with the respective licenses.
The Apache 2.0 license includes the following:
- Possibility to use and distribute the software for any purpose.
- Freedom to modify and adapt the software.
- No guarantee that the application works as expected.
- No liability from the developers for its use, its suitability for a specific purpose, or for any errors or inaccuracies.
The limitation of liability is essential, as it allows users to contribute without assuming responsibility. No one would participate in development or share information if they risked being liable for potential damages. Those who contribute to development and documentation improvements do their best but cannot guarantee the solution will be suitable for a specific context. Moreover, regulations change frequently, so a solution might become outdated.
Therefore, the offering and use are suitable for people who want to verify directly or with their accountant whether what is provided is appropriate for use, regardless of the descriptions and documentation provided.
Requesting new developments
Banana.ch SA has a specific department for support, consulting, and the development of new Extensions and chart of accounts templates.
You can contact us indicating your needs.
- Clearly specify your request:
- The desired outcome.
If it's a printout, it's best to provide an example prepared in Excel or Word. - The accounting file with the data (preferably sample data) that needs to be printed.
- The desired outcome.
- Quotation and contribution to development costs:
- If the development is specific to certain needs, the assumption or contribution to the costs is required.
- Normally, the quote is based on the required development time.
If the application is of interest to the community, part of the development may be covered free of charge by Banana.ch. - The terms of use and license conditions apply.
- Unless otherwise agreed, developments are carried out and made available in accordance with the Apache 2.0 license (Wikipedia explanation).
- What is developed may be made available to the entire community.
- Unless otherwise specified, it is assumed that the latest version of Banana Accounting Plus is being used.
Development of import extensions
If there is no existing format suitable for importing data from your bank or other organization, you can request our developers to create a new import extension. For more information, see the page Creating/updating new import extensions.
Support for third-party developers
Banana.ch supports collaborative development with:
- Free support
- Free development license
- Possible financial support.
If you are a developer interested in working on a project, you can contact Banana.ch, presenting your concept in detail.