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Ability to add contributions of multiple members at once #29606

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hanneshier opened this issue May 4, 2024 · 1 comment
Open

Ability to add contributions of multiple members at once #29606

hanneshier opened this issue May 4, 2024 · 1 comment
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Feature request This is a feature request

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@hanneshier
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Feature Request

Add the ability to add contributions of multiple members at once.

Use case

The members of our association pay the contributions monthly, for about half of them we collect a direct debit on a fixed day. So we have to add these contributions every month by hand, it needs 3 clicks to get to the form for entering a new contribution. It would save us a lot of time, if there is an easier way for all these repetitive steps.

Suggested implementation

I can think of two impelementations, but there might be others, that better fit into the philosophy of dolibarr

Version 1: Adding in bulk

In the Member list, add a bulk option for entering payments. I can select all members that payed on the same day, enter the payment details once, and they will be added to all members.

Screenshot 2024-05-04 at 23 39 59

Version 2: Adding multiple entries at once

Add a special (simplified) list entry form, where I can add payments for different members on one page. It would be basically a list of all members, and in every member row there would be input fields for date of payment, start of membership, end of membership, payment amount, type of payment. The bank account and Complementary action on recording could be bulk selected at the top of the page.

Suggested steps

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@hanneshier hanneshier added the Feature request This is a feature request label May 4, 2024
@JonBendtsen
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Until this is done inside Dolibarr, I think it is possible to do this using the API.

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