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Accounting Transaction Record between Colleagues

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ZacharyLaw/lunch

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Lunch Balance Site

Google Sheet (Database)

Google App Script (Backend)

Google Site to embed and for static URL

Google App Script Dev/Head Stage https://script.google.com/a/macros/peplink.com/s/AKfycbx0wPZ_cm3ObE9UeZkB3DOqgyLmgWdCm2lq8TZ5tbg/dev?page=history https://script.google.com/a/macros/peplink.com/s/AKfycbyXT3hD1Hegy6u3eyIrkvYy6w68Kcc5s40z_PoD_k0flLUCGc97WSX5VkrbyLbGrZBo/exec AKfycbyXT3hD1Hegy6u3eyIrkvYy6w68Kcc5s40z_PoD_k0flLUCGc97WSX5VkrbyLbGrZBo Current (27Dec2023) Embeded Deploy ID AKfycbyXT3hD1Hegy6u3eyIrkvYy6w68Kcc5s40z_PoD_k0flLUCGc97WSX5VkrbyLbGrZBo https://script.google.com/a/macros/peplink.com/s/AKfycbyXT3hD1Hegy6u3eyIrkvYy6w68Kcc5s40z_PoD_k0flLUCGc97WSX5VkrbyLbGrZBo/exec

Switch to Admin Accounts (Peplink,Peplink-LT,Resigned Staff)

Go to Google Sheet (Database) > Statement Sheet > Your account row > Tick Admin Checkbox

Refresh Lunch Balance Site to see if its in effect

How to Add Colleague

Method A (Automatic): Use Colleagues' Google Account to Login Lunch Balance Site

Method B (Manually): Go to Google Sheet (Database) > Statement Sheet > Last Row > Insert Name, Sum (0), email

Refresh Lunch Balance Site to see if its in effect

Lunch Balance Uses email as Primary Key, please avoid email duplication and use Email Plus + Trick if necessary

How to Remove Colleague

Go to Google Sheet (Database) > Statement Sheet > Remove Row for the according record

Refresh Lunch Balance Site to see if its in effect

Change Weekly Schedule Email

Use Incognito Window Browser, Login Google App Script Triggers as mis@peplink.com > Hover on Trigger > Click Edit Trigger Pen 🖊 (Only Trigger Owner can edit) > Select and Save as accordingly

Note: Only Trigger Owner can edit/delete trigger

When Google App Script Codes edited

To reflect update to sites.google.com... Go to Google App Script (Backend) > top right corner Deploy > New Deployment > Deploy > Copy Web app URL > Go to Google Site Editor > Right Side Click Embed > Paste URL > Insert > Top Right Publish

Refresh Lunch Balance Site to see if its in effect -->

Future Plans

✅ Embed in Intranet/Google Site (XFrameOptionsMode)

✅ Mobile Friendly

✅ Negative Expense

✅ Mobile Statement View Fix

✅ Individual Balance in History

✅ Loading Wheel (Process indicator)

✅ Lunch Balance UI / UX

✅ Join Pep Org/Enterprise github

✅ Checkbox to change to peplink@peplink.com

✅ Documentation of future maintenance and approach method

✅ Auto Add Acc

✅ Change Self Username

✅ Lunch Balance Warming (Sum≠0) email to mis@peplink.com whenever transaction happened

☐ Lunch Balance Support Attachments? Upload file to my google drive with Google Apps Script (NO FORM IN GOOGLE)

☐ Private Cache for Recent Restaurant / Debitors / Expense Title

☐ Weekly/Monthly/Yearly Lunch Expense Analysis

Author

Zachary Law Started at 15 Nov 2023 to replace pre-exciting Lunch Balance