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phpledger's Introduction

  • ๐Ÿ‘‹ Hi, Iโ€™m @rmak78
  • ๐Ÿ‘€ Iโ€™m interested in learning new skills and sharing the ones I have.
  • ๐ŸŒฑ Iโ€™m currently learning python and flutter
  • ๐Ÿ’ž๏ธ Iโ€™m looking to collaborate on ecommerce projects
  • ๐Ÿ“ซ You can reach me via twitter or email: [email protected]

phpledger's People

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phpledger's Issues

Chart of Account Code Length and Levels

Let's discuss the Chart of Account Code length and Levels issue.

A typical multi-Location company can have 5 levels just for Petty Cash i.e.

Assets - > Cash - > Petty Cash -> Petty Cash at XXX Location - > Cash in With XXX Employee

Assets is 100 000 000 000 000000
Cash is 100 100 000 000 000000
PettyCash is 100 100 100 000 000000
PettyCash at x location is 100 100 100 100 000000
PettyCash at Xlocation Xx employee is 100 100 100 100 000001

This can be over-whelming for some. some might not want levels some might want less , others might want more levels.
How do we control this. what's the best way to implement this?
How this can be better managed?

This will also mean, I am asking for changing the group_coa and coa table structure and forms.

Create New Account

  1. Add new account button should be linked to http://localhost/phpledger/index.php?route=create_new_account.
  2. this should also be a sub menu item under Maintain Chart of Account
  3. Breakup the create new form into a Wizard
    Steps are following
    • a. User should select Account Group (Top Level Account)
    • b. Parent Account list / select should be populated refresh on change of Account Group select
    • c. Parent Account should list all accounts that are consolidate only and belong to seleted group.
    • d. On selection of a Parent Account. system should know the Level of Parent Account (write a function get_account_level($account_id) { } this should return account level in int format or return false if account_id is not valid.
    • e. once parent account is selected, system now knows that account is being created at 1+ level of parent account. now as function should get_code_length_at_level($level). this should return number of digits/chars for the level. return false if the company does not support this level.
    • f. now the system knows the length of pre-fix of account code. length of account code. present a radio button for account type to know if this is an activity account or consolidate only account.
    • g. if it is a consolidate only account, make sure the account code length is exactly equal to defined length at this level. system should add leading 0's for remainder of total coa account code length
    • h. if its activity account, don't add leading 0's , instead force user to fill numbers for all the remainder of coa_length to ensure all account codes in system are of equal length.
    • i. make sure, the account code generated is unique by checking existing coa table for company. ideally this should be done as user types in the code via ajax (use typeahead or similar jquery plugin )
    • j. Account short Description and long description are required.
    • h. create the new account in coa table and take user to COA List page with message that you can created XXXXXXX account successfully.

To Do

1- determine user_role_id and write a function getUserRoleID ($user_id)
2- setup permission module and write a function pageAllowed($user_id, $page)

How to set it up?

I downloaded this! Seems you have problem in master branch. Its not working as your site demo! Everything broken apart!

To Do company profile & configuration

List of tasks to do for company profile & configuration page

1- Name of cities for selected country
2-List of Industries
3-List of different Time zones
4- List of all currencies
5-To upload logo ""choose the file" option

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