History: AccountsModuleDev

• Where are we?

Idea Status

• Where do we want to be?

Implemented 😉

Who is working here generally? Link UserPage.

Damian

Where ideas can be exchanged, debated, etc. Interested people can subscribe to the wiki page and/or to these forums as they would a mailing list.

I could certainly use this kind of a module on Damosofts website. I am proposing the following additional database tables to handle this feature:

• Accounts_Company
  Stores Company Details, Name, Address, VAT No, etc
• Accounts_Contact_XREF
  Links records from users_users into Accounts_Company so people can access online invoices etc.
• Accounts_Invoices
  Stores the invoice header, footer
• Accounts_InvoiceLines
  Stores the individual lines allowing more than one line per invoice. (Ive been looking at some php ones and they dont seem to allow this feature

I need to work more on the actual structure of the those tables. But I just want to start the idea forming in my head.

Some other ideas are PDF saving of the invoice and the ability for a customer to login and view their statement and reprint any invoices.

• New Permission Flags needed
  • view accounts
  • view statements for the company(s) you belong to
  • view invoices for the company(s) you belong to
  • print invoices for the company(s) you belong to
  • save invoices for the company(s) you belong to
  • add customers
  • add customer contacts (from users_users)
  • create invoices
  • mark invoices as paid
  • admin accounts

I think that would be enough to get the basic concept started.