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The Colibri Project supports various Relational Database Management Systems (RDBMS) engines to cover different needs.
H2
Free and Open Source
Extremely fast
Can be installed locally or remotely
HTML administration interface accessible through Colibri Project or any web browser
Integrated into the application for immediate use without any installation (allowing total portability of the application)
MySQL
Free and Open Source (Oracle)
Excellent community support
Very fast and configurable
Can be installed locally or remotely
Excellent administration interface and management tools
Excellent for business use in client/server environments
PostgreSQL
Free and Open Source
Good community support
Fast and reliable
Can be installed locally or remotely
Good administration interface
Good for business use in client/server environments
The Colibri Project recommends:
H2 (Integrated) for SINGLE-USER use without the need for any installation or configuration, with DATABASE PORTABILITY.
H2 (Server) for NETWORK use through a very simple installation and configuration, without compromising DATABASE PORTABILITY.
MySQL for SINGLE-USER or NETWORK use with specific needs, through advanced installation and configuration, with access to excellent management tools.
PostgreSQL The Colibri’s reference engine, for reliable use, through simple installation and configuration, with good management tools. NOTE: Currently, it is the engine with the worst performance in terms of performance when compared to other available options.
Colibri utilizes a highly versatile and comprehensive system when it comes to price suggestions.
There are some basic configurations that should be made before registering/issuing documents.
Define the base COST PRICE in Parameters -> Values -> Cost Price. This setting is GLOBAL and almost always final, but can be changed at any time. All accumulated COST PRICE suggestions will take this parameterization into account.
Define the COST TYPE of the Item in Item Registration -> General Tab -> Cost Type. This setting is SPECIFIC to each ITEM.
Define the SELLING PRICE / PRICE LIST in Client Registration -> Financial Tab -> Price Type. This setting is SPECIFIC to each CLIENT entity.
Define the PURCHASE PRICE in Supplier Registration -> Financial Tab -> Price Type. This setting is SPECIFIC to each SUPPLIER entity.
The “AUXILIARY NUMBER” and “AUXILIARY DATE” have different purposes depending on whether the ENTITY in question is configured as a CUSTOMER or a SUPPLIER.
CUSTOMER:
Free use according to the company’s needs (up to VERSION 11, it was used to identify the corrective document – the number of the INVOICE to which the CREDIT / DEBIT NOTE refers).
SUPPLIER:
Indicating the supplier’s document reference (in the case of registration), although it can be left blank.
Extra information during document settlement.
Indicating the supplier’s document date (in the case of registration).
Extra information during document settlement.
Basis for updating the LOADING and UNLOADING dates (*)
Basis for calculating the DUE DATE (*)
(*) If the default parameter “REGISTRATION DATE” is defined as “AUXILIARY DATE”, otherwise the “Creation Date” of the document will be used.
Colibri uses 2 types of combo fields (lists). In both types of combos, selecting an item can be done using the basic method: navigating through the items with the cursor keys, or opening the list and selecting an item.
Non-editable Combos – Called “internal combos,” with fixed predefined values and containing a small number of elements. (Ex: Article Registration -> Type)
Editable Combos – Called “table combos,” where all tables defined in the Application Parameters are loaded, ORDERED by code. (Ex: Article Registration -> VAT Rate)
2a) SEARCH in the COMBO
Due to the possibility of a large number of elements, a search feature in the combo (auto-complete) has been implemented. To do this, just type the CODE so that the elements “STARTING WITH” are filtered in the list. The resulting list can be navigated. This feature covers most needs.
NOTE: In some cases (especially in network environments), it is possible that the combos are not up to date. In this case, you can manually force a combo reload by pressing the SPACEBAR key.
2b) SEARCH in the TABLE
If a more complex search is needed, there is another implemented feature that can be used whenever the combo field to be searched IS SELECTED. When accessing Preferences (either via keyboard, menu, or icon bar), the field is automatically detected, and the respective TABLE is automatically located and opened, with the cursor positioned in the QUICK SEARCH box.
NOTE: It is not possible to “copy” the selected item from a Preferences table to any screen (view) of the application. This type of search serves only as an alternative (more complete) way to find the desired CODE.
One of the most important keys used in Colibri is the Spacebar. Here’s how it enhances efficiency and usability within the application:
Copy and Paste Between Views: Colibri allows users to copy and paste data between views, such as entities and articles into documents. Instead of manually selecting views and executing copy and paste functions, the Spacebar serves as a shortcut to these operations.
Scenario without Spacebar Usage:
Open a document view (e.g., Customer Invoice).
Open the corresponding entity view (e.g., Customer File).
Search and select the desired record.
Copy the record (using the COPY button or F7 key).
Select the document view again.
Paste the record (using the PASTE button or F8 key).
Scenario with Spacebar Usage:
Open a document view (e.g., Customer Invoice).
Edit the “NUMBER” field (entity number).
Press the Spacebar (the entity view opens).
Search and select the desired record.
Press the Spacebar again (the record is pasted into the document view).
Notes:
The same example works for document lines, in the “ARTICLE” field.
In the article file, multiple articles can be selected simultaneously.
Both methods A and B can be combined.
Manual Loading of Combos: Editable combos in the application are populated with records from associated tables whenever changes are made to them (using the TABLES option). However, in a network environment, it’s not guaranteed that all open combos are always up to date. Pressing the Spacebar manually forces a manual reload of database records into the selected combo, ensuring it is properly updated.
By leveraging the Spacebar key, users can expedite their workflow, minimize manual tasks, and ensure data accuracy within the Colibri application.
The Colibri allows customization of the icon bar (Toolbar).
The Coolbar is divided into several Toolbars:
A fixed Toolbar (not customizable)
A dynamic Toolbar related to each node of the Main Menu.
To configure a Toolbar, you should:
Open the Main Menu
Select one of the main NODES
Open the context menu (right mouse button)
To configure an Icon, you should:
Open the Main Menu
Select one of the OPTIONS from one of the nodes
Open the context menu (right mouse button)
Notes:
It is possible to SAVE and LOAD the set of Toolbars (Toolbar)
Access the Colibri Project website and go to the Downloads page .
Select the software version compatible with your operating system (Windows, macOS, or Linux).
Download the installer and run it.
Follow the on-screen instructions to complete the installation.
When you open Colibri Project, the updated version will be displayed.
Notes:
If you have any questions or difficulties updating the software, please consult the instruction manual or visit the forum
I hope this information is helpful!
Colibri Project ensures the security and continuous preservation of your data through a robust and efficient automatic backup system.
How it works:
With each startup, Colibri Project performs a complete backup of your database to the Backups folder.
The process is transparent and does not require any manual intervention from the user.
Settings:
H2 INTEGRATED Engine: No additional configuration required.
H2 Server / MySQL / PostgreSQL: Allows you to customize the backup command and its parameters.
Backup Parameters:
H2:
command: Path to the java.exe file.
arguments:
-file: Path to the backup file.
-dir: Backup destination folder.
-db: Database name.
MySQL:
command: Path to the mysqldump.exe file.
arguments:
-u: Database username.
-p: Database user password.
-r: Path to the backup file.
-v: Verbose mode.
-database: Database name.
PostgreSQL:
command: Path to the pg_dump.exe file.
arguments:
-U: Database username.
-f: Path to the backup file.
-v: Verbose mode.
-b: Binary mode.
-database: Database name.
Notes:
The user may need to adjust the path to the backup command according to their database engine installation.
Avoid replacing variables with fixed values in the arguments, as this can cause problems with multiple databases.
Recommendations:
Consult the Colibri Project instruction manual for more information on the backup system.
Maintain regular backups to ensure the security of your data.
With Colibri Project, you have the peace of mind of knowing that your data is always protected.
Improvements:
Simplification of language and text structure.
Addition of subtitles for easy reading.
Emphasis on the benefits of the backup system.
Calls to action for consulting documentation and performing regular backups.
I hope this version is more helpful and informative.
Projecto Colibri provides users with a range of predefined templates that facilitate the creation of various types of documents. These templates are automatically imported into the database when the software starts.
Types of Template Updates:
For already initialized databases, there are two types of template updates:
Purpose: Maintain compatibility between templates and different software versions.
Transparency: Completely transparent to the user, not interfering with their edited/created template designs.
Exceptions: In some cases, mandatory formatting adjustments may be necessary.
Necessity: Introduced “deep” changes in the template design.
Impact: A large portion of users may be “forced” to adopt the use of new templates.
Recommendation: Whenever possible, edit templates using the latest models, as their structure will be more modern and simplified.
How to Manually Update Templates:
Access the Projecto Colibri website and download the latest template pack.
Unzip the file (zip/rar) to a folder of your choice.
In Colibri, go to Tables > Configuration > Templates.
Select the templates you want to update and click the Import icon.
Select the file or folder containing the latest templates.
Important Notes:
Template Location: Templates installed with each version of Colibri can be found in the folder: C:\ColibriProject\plugins\org.projectocolibri.rcp.resources_xxx\populate\pt\templates.
Importing New Templates: If you want to import a new template without overwriting any existing ones, create a new record in the template table before proceeding with the manual update.
Backups: During import, overwritten templates are saved in the backup folder, allowing recovery if necessary.
Additional Resources:
Projecto Colibri Instruction Manual: Refer to the manual for more information on updating templates.
Projecto Colibri Technical Support: Contact technical support if you have any questions or difficulties.
By keeping your templates updated, you ensure compatibility with the latest Projecto Colibri features and optimize your workflow.
Colibri allows for the sending of documents via email. To do this, it is necessary to configure some parameters properly.
1) Parameters -> Email:
Set “off” to “on” and configure the server.
2) Parameters -> Company:
Define the company email.
3) Customers Registration:
Contacts tab: Define the entity’s email addresses (NOTE: reports will be sent to ALL addresses).
Miscellaneous tab: Set “Email Sending” to “AUTOMATIC”.
Email Server Configuration:
OPTION A:
Usually, the ISP (the company that provides the internet service) has a MAIL SERVER available.
The settings are almost always as follows:
Server: smtp.ISP-NAME.pt (ex: smtp.netcabo.pt)
Port: 25
No authentication, no user and no password (since it is connected to the ISP’s infrastructure).
This information should be requested from the ISP.
OPTION B:
Login to Google.
In the upper right corner, click on the profile picture and manage Google account.
Select security.
Enable two-step verification.
After enabling, search for app passwords.
Enter the application name, e.g. Colibri Project and click on create. A 16-character password will be generated. Copy and store it in a safe place.
Go back to Gmail and in the upper right field select the gear icon and “See all settings”.
Select the “Forwarding and POP/IMAP” tab and in “IMAP Access” enable access and click on “Save changes”.
After these settings in GMAIl, enter the Colibri Project Software, open the “Parameters” and select the “EMAIL” tab.
Enter the server “smtp.gmail.com”; port: 465; user: google email; password: app password that you copied earlier; security: SSLTLS and select authentication as YES. Put a text at the end.
The email placed in the email configuration must be the same as the one that appears in the “COMPANY – INFORMATION” tab.
OPTION C:
Enter the account security panel.
Check the advanced account options.
Create a new application password to insert in Colibri Project.
Apply the password from Colibri Project.
Additional Notes:
The email addresses entered in the client registration will receive all documents sent by email, including reports and invoices.
It is important to configure the email server correctly to avoid problems with sending emails.
If you have any doubts about the configuration of the email server, you should contact your ISP or Google support.
Welcome to the Colibri Project Forum
FORUM RULES
Explicit exchange of contacts and/or files between users is not allowed.
If you know the answer to a question, please collaborate and respond. The community appreciates it!
BEFORE opening a new topic, you should:
Read the INSTALLATION and USER manuals
Check the FAQ-Frequently Asked Questions category
Check the FIXED topics in each category
If you can’t find an answer to your questions, you should:
Choose the most appropriate CATEGORY (e.g., Installation)
Write an elucidative TITLE (e.g., “How to issue an invoice?”)
Open a TOPIC for each question! (easier for those who search and for those who answer)
For technical questions or bug reports, you should:
Indicate the Operating System used (e.g., Windows 7 64Bits)
Indicate the Colibri version (e.g., 8.0.3)
Indicate the database engine (e.g., H2)
Attach the .LOG file
NOTE: On the MAC system, you should open the context menu on the APP file, select “Show Package Contents” and navigate through the folders Contents
Have a good job!
As of today, Colibri Project is proud to offer all users the ability to use our software completely free under a FREEWARE license. This license is automatically activated as soon as you install the program.
To get started, create a new database (the default name is “colibri”) and set a password. The password you choose for your first login will serve as your permanent password.
Next, update your company’s information through the Parameters > Information tab. This step is essential to ensure all required details are correctly displayed in the program’s printed documents.
Once you’ve made these changes, restart the program to ensure everything runs smoothly and as intended.
If you have any questions, feel free to reach out to us here on the forum. Be sure to follow the guidelines outlined in the “Welcome” post.
Thank you for being a part of Colibri Project!
– The Colibri Project Team
Viewing 13 replies - 1 through 13 (of 13 total)
Current status of PDF electronic invoicing in Colibri Professional
The Colibri Professional accounting software currently supports the issuance of PDF electronic invoices.
To comply with the Portuguese legislation, PDF electronic invoices issued by Colibri Professional must meet the following requirements:
What is required?
How does it work?
Obtaining digital signature certificates
Digital signature certificates can be obtained from accredited certification authorities in Portugal. Some examples of these authorities include:
Additional information
In the absence of a digital signature certificate issued to the company, Colibri Professional will still sign PDF documents with a digital signature certificate issued to the software developers. However, these documents will not be considered electronic invoices, as they do not meet the requirements of Portuguese legislation.
Conclusion
The Colibri Professional accounting software provides a simple and efficient solution for the issuance of PDF electronic invoices. By following the steps outlined above, companies can ensure that their PDF invoices meet the requirements of Portuguese legislation and are considered valid for tax purposes.