NextLedger

A lightweight, Nextcloud‑native bookkeeping app for freelancers and small teams. Track customers, cases, offers, invoices, products, fiscal years, and GÜB (EÜR) — all inside Nextcloud with a familiar UI.

Screenshots

Below are a few highlights from the UI and PDF output. The first four are intended for store listings; the rest are extra context for GitHub.

Store (4 Bilder)

1) Vorgänge Filterbare Vorgangsliste mit Schnellaktionen und klarer Struktur.

2) Vorgang-Details Vorgangsdaten plus verknüpfte Rechnungen & Angebote auf einen Blick.

3) Wirtschaftsjahr Einnahmen, Ausgaben und Status in der Jahresübersicht.

4) Angebot (PDF) Sauberes Layout für Angebote mit Positionen und Summenblock.

Weitere Screenshots (GitHub)

5) Rechnung (PDF) Rechnungslayout mit Steuerlogik und Abschlusstext.

6) GÜB (PDF) Einnahmenübersicht als PDF für das Wirtschaftsjahr.

7) Texte & Vorlagen PDF- und E-Mail-Texte zentral pflegen.

8) Steuer-Einstellungen Kleinunternehmerregelung und Standard-USt.

Highlights

• Nextcloud‑native UI using Nextcloud Vue Components
• Multi-Company support with one active company context at a time
• Customers, Products/DL, Cases, Elements scoped to the active company
• Offers & Invoices with positions, tax logic, and PDF export
• Optional PDF auto-storage to Nextcloud Files with overwrite or versioning
• Numbering YYYYMMDD-#### for offers and invoices
• Mail‑to workflow for offers/invoices (auto‑download PDF + template mail)
• Fiscal Years with Einnahmen/Ausgaben and GÜB PDF export
• Kleinunternehmerregelung supported (with custom note)

What You Can Do

Core Workflow

1. Select or create the active Company in settings
2. Create a Customer
3. Open a Case for the customer
4. Create Offers and Invoices from the case
5. Export PDF and send via mailto template
6. Track Einnahmen/Ausgaben in the fiscal year and export GÜB

Documents

• Offer / Invoice PDFs follow a clean A4 layout
• Tax block adapts to USt or Kleinunternehmer
• Footer shows your closing text and (optional) bank info
• Optional automatic filing to Files/NextLedger/<Firma>/<Wirtschaftsjahr>
• Storage mode can be configured: overwrite existing file, or create versioned files (..._v1, ..._v2, ...)

Multi-Company

• Manage multiple companies under Settings → Firma
• Exactly one company is active at a time
• Active company is shown in the left navigation at Vorgänge
• Core data is company-scoped: customers, cases, offers, invoices, products, fiscal years, incomes, expenses

Mail Templates

Mail text supports placeholders like:

• {{offerNumber}}, {{invoiceNumber}}
• {{customerName}}, {{customerContact}}, {{customerSalutation}}
• {{caseName}}, {{total}}, {{issueDate}}

Installation (Nextcloud)

1. Copy or clone the app into apps/nextledger
2. Enable the app in Nextcloud admin
3. Open NextLedger from the app menu

Quick Start (Dev)

docker compose up -d

Open http://localhost:8080 and log in with:

• user: admin
• password: admin

The app is mounted at apps/nextledger and loaded in Nextcloud as nextledger.

Enable Nextcloud Mail App (local Docker)

If you want to test NextLedger's Nextcloud Mail provider integration locally, enable the mail app once in the container:

docker compose exec -T --user root nextcloud chown -R www-data:www-data /var/www/html/custom_apps
docker compose exec -T nextcloud php occ config:system:set appstoreenabled --type=boolean --value=true
docker compose exec -T nextcloud php occ app:install mail

Verify:

docker compose exec -T nextcloud php occ app:list | rg mail

Development

npm install
npm run dev

Demo Data

Generate demo content for screenshots:

NEXTLEDGER_BASE_URL=http://localhost:8080/apps/nextledger/api \
NEXTCLOUD_USER=admin \
NEXTCLOUD_APP_PASSWORD=YOUR_APP_PASSWORD \
node scripts/seed-demo.js

The script creates:

• 1 active fiscal year
• 5 customers
• 5 cases (one per customer)
• 10 offers (2 per customer)
• 10 invoices (2 per customer)

Create an app password in Nextcloud under Settings → Security.

PDF Export

PDF generation uses dompdf (server‑side). Ensure dependencies are installed:

cd apps/nextledger
composer install

Data Model (Short)

• Customers: company, contact, address, email
• Cases: customer, description, deck link, kollektiv link
• Elements: notes and attachments per case
• Products/DL: name, description, unit price
• Offers/Invoices: positions, tax, status
• Fiscal Years: income/expense + GÜB

Folder Structure

• apps/nextledger: Nextcloud app (backend, migrations, templates)
• src/: Vue UI (frontend)
• docker-compose.yml: Local Nextcloud 32 environment

Privacy

All data stays in your Nextcloud instance. Mail sending is handled via mailto: (no server‑side email). PDFs are generated server‑side in your instance.

License

GPL-3.0