History: AccountsModuleDev

• Where are we?

Idea Status, Planning Stage, Development!

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.

I have been looking for something I can use myself and I dont see anything that I like. I dont want sales order entry, I just want a simple invoice solution to invoice service items like my time, expenses etc.

This is the outline of the database tables I plan to use

• Accounts_Status
  Stores flags like account open/closed/on hold/awaiting confirmation etc
  • statusId
  • StatusName

• Accounts_Company
  Stores company details
  • accountId
  • CompanyName
  • Address
  • Postcode
  • Telephone
  • Fax
  • URL
  • Email
  • Status

• Accounts_Contact_XREF
  Links records from users_users into Accounts_Company so people can access online invoices etc.
  • accountId
  • userId

• Accounts_Invoices
  Stores the invoice header, footer
  • invoiceId - Also the invoice number
  • invoiceType - Credit/Invoice
  • Date
  • accountId
  • OrderNo
  • ContactName
  • DeliveryAddress
  • InvoicedBy
  • Notes
  • Carriage
  • CarraigeTaxCode
  • Paid
  • PaymentType
  • PaymentAmount

• 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
  • invoiceId
  • Code
  • Details
  • Unit Price
  • Qty
  • Net
  • TaxCode

prefix: tiki-accts-xxxx 'does think present a problem to anyone?'

lib/accounts/AccountsLib.php

tiki-accounts.php

templates/tiki-accounts.tpl
templates/tiki-accounts_addcustomer.php
etc

reports will print similar way to wiki print page:
templates/tiki-accounts_invoice.tpl
templates/tiki-accounts_statement.tpl
etc.

and of course it will be tikiticket friendly 😊