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Create Accounts Payable #62
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I was just about to add this as well. Payable accounts are an essential part for managing a budget. Right now with ChurchCRM we'd have to deploy a separate accounting software, which would mean duplicating the effort of entering revenues. |
@dschwen Yes. This is going to be a fairly involved task, as there's not really a framework for fund accounting within ChurchCRM at the moment. It's something that I need for my church, and will build at some point, but I'm not sure how quickly that will happen. As a stop-gap, what would you think of an export of the deposits as QFX/OFX? |
Yes QFX/OFX output would be a great fix for the mean time. |
Working on an OFX Exporter here: https://github.com/crossan007/CRM/tree/feature/export-OFX-Deposits Not ready for primetime yet, but it presents an OFX for a single deposit with a total of the deposit for each fund. Let me know if you think there's anything else that should go into an OFX file. |
Yeah, not bad. The |
@dschwen how strict is the OFX format for the DTSERVER tag? I haven't really done much with OFX files before. Thoughts on my latest commit? |
See Pull request #66 |
Yeah, looks good. I don't think this would be a format violation, but some software might use that field to order transactions, who knows. |
See Pull Request #76 |
Let's leverage some of the work done in the GNUCash project (with regard to schema and layout). I use that app personally, and it's great - I only wish it was web based. |
I use Gnucash, too, but I have to say that reimplementing it as a webapp within CRM is pretty much a lost cause in my opinion. One big thing for us is entering payroll data to get the data for the 1099 forms, another one is making the annual budget. I enter all checks written and payments received there. For us to give up on Gnucash there'd be a lot to implement in CRM. If one single thing is not working as well as in GC it would still mean using two separate systems. |
I'm wondering if there's either
Ultimately, I'd love to see a consistent interface in CRM for A/P and general fund accounting. I know it'll be a lot of work, but I think the reward would be good. |
do we have a pass forward for this issue |
The more I think about this, the more I want to copy GNUCash's schema into our DB with a web front end: https://wiki.gnucash.org/wiki/images/8/86/Gnucash_erd.png |
I think we should start thinking of plugins system. For ChurchCRM As not every church will need it |
Let us track Plugin discussion in #2181 |
For a church, we would like to track the spending even including pay slip/ payroll. If we have some feature to track all the expense, it would be great for church operation and all activity. |
This issue is stale because it has been open 30 days with no activity. Remove stale label or comment or this will be closed in 5 days. |
This issue was closed because it has been stalled for 15 days with no activity. |
Create accounts payable for tracking expenses
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