Added project-based accounting

144

This point of view is similar to what has been encountered many times. One user wants something done automatically, thinking it is easier to undo it when necessary. Another user wants to be responsible for active selection of options and never need to undo anything. Preferences will depend on whether doing or undoing is more common in a particular case. The developer will never satisfy everyone.

145

Actually user can assign an employee to a division ( while adding new employee) where autofilling can occur. If he doesnā€™t want to division to be filled automatically for certain employees, he can leave division field unselect.

146

Is there a possibility to add ā€œProjects Exception Reportā€? sometimes I forget to include the project in transactions

147

Hello there is new feature i thought would make workflow less and would help alot in projects i.e. if we can have an option of selecting and making it default in inventory items, suppliers and customers to select projects which will make it default if certain item is sold or purchased automatically the certain project will be selected. Just like we use custom income and expense account or tax codes or currencies can be made default per supplier or customer or item

Screenshot_20211114-235646_Chrome
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148

Unlike divisions, projects by definition have limited time frames, so after the project is over these defaults will give you wrong results.

149

the projects no show at control accounts, i need this.

150

That is because projects are not subsidiary ledgers of control accounts. Control accounts are part of setting up your chart of accounts. Projects can post to many accounts in the chart.

151

Is there a possibility to add ā€œProjects Exception Reportā€? sometimes I forget to include the project in transactions

152

Assume you have 100 projects, what do you expect Manager to do for you? In reality software, however robust it may be, will never compensate human error. As such you better start looking into why you sometimes ā€œforgetā€ to include project in transactions.

153

Is it possible to have a flag, like suspended account to identify empty fields for clean-up.
Maybe an ability to put a N/A on ones intentionally left blank
Nothing will address wrong assignment (agreed)

154

You can already do that, @OCPL. Create a project named N/A.

155

Good idea, but can there be a simple search for ā€œblanks fieldsā€ to audit for unassigned fields?

156

No. You cannot search for nothing. And many transactions are purposely not assigned to a project.

157

In programming, with databases, using CRUD commands, it is possible to scan a field for ā€œNULLā€ fields, and have this return which fields are NULL (empty) to the user interface.
Have a chat with the coders, they should know.

158

I was telling you that, in Manager, you cannot search for nothing (or a null field).

159

So a suggestion for ideas, a simple button to audit for NULL fields to help those who think they may have missed some

160

It is not as simple as you describe. Manager uses SQLite which is a non-relational database and in essence, all fields are within a single table. Whereas in relational databases you can Query such tables for NULL and thus only have to use for example:

  1. to search for items with NULL description a generic query could be:
SELECT
    Item, 
    Description
FROM
    Inventory_table
WHERE
    Description IS NULL
ORDER BY 
    Item;

and 2) search for NULL for item:

SELECT
    Item, 
    Description
FROM
    Inventory_table
WHERE
    Item IS NULL
ORDER BY 
    Description;

This is thus code within a small table where NULL values are searched and can be displayed.

Now assume that all fields in the table need to be queried to find NULL values as proposed that would be hundreds of lines of code. The only way around that would be to have the user write queries for specific fields (such as with Custom Reports) but that would add to complexity for some and not achieve what is proposed here and a complete list of all NULL entries in the database.

161

Fair point, Iā€™m more used to using the likes of PHP to CRUD MySQL or MariaDB using MySQLi, so maybe Liquid & SQLite has some limitations Iā€™m unaware of.

162

MySQL is a relational database while SQLite is not. Both have advantages and disadvantages and I advise to Google on them. However, the speed for web applications has made SQLite in the last few years the clear winner for those types of applications. Manager is such web-based application and the choice of @Lubos is thus justifiable.

One of the trade-offs is one explained here. Most other accounting systems such as Quickbooks rely on relational databases as they started life as desktop applications and now suffer a so called ā€œā€¦Law of the handicap of a head startā€¦ā€ Manager is quick and powerful because it was built from scratch to be a web app.

163

I use custom reports in Manager for that functionality.