HI
IS THERE ANY CHANCE TO PUT THE CHART OF ACCOUNTS IN TRANSACTION MODULES LIKE SALES INVOICE, RECEIPTS/PAYMENTS, PURCHASE INVOICE, JOURNAL VOUCHER?
THANK YOUstrong text
I do not understand your request. Can you illustrate?
I believe @Jordan_Jefferson_Mit is proposing that Chart of Accounts be moved from Settings to a functional tab. The original subject was misleading, so I edited it.
O ok I get it
The summary page kind of represents the Chart of Account. More elegant would be to enable editing / modifying it straight from the summary page.
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I agree. This is actually a very good idea. It would be consistent with all other tabs where you can add, delete and modify content within that tab. Having the ability to edit the Summary page itself removes the need for the chart of account settings area. Less code, less clicking - everyone wins.
I disagree - creating or amending a Chart of Accounts is not something that you do everyday. In fact it should hardly ever be required if enough thought is given to it at the start.
Having it available in the Summary page is only going to invite people to tinker with it in an inappropriate manner. Having it in Setting is the correct place - why split the settings between a Chart of Account Tab as some have proposed and a Setting Tab for the rest
I don’t like the idea at all.
The chart of accounts is a fundamental property of an accounting system. It is not the sort of thing which should be changed on a whim if a user.
The definition of the COA belongs hidden in settings
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@Patch @Joe91 I disagree.
Many accounting software allows users to add accounts even in the transaction form (transaction edit screen).
His request makes sense to me but I will only support it if the ability is granted to only the users with full access.
The reason why this wouldn’t work is that, currently, restricted users can make changes to the summary screen to get the coverage they want if the permit is granted them. If the COA management is brought there, giving them an edit/create permission would mean giving them the power to change the structure of the COA. If this problem could be eliminated, I would support the attempt to bring the COA management on the summary screen.
A simple toggle button could be introduced for the users with the permission to switch to COA edit mode to activate all the buttons used to manage Groups, accounts and totals (with all account balances still showing)
I suspect that this would be a very contentious suggestion as nobody will agree.
I fully agree that you don’t want to be changing this on a whim and you don’t do it every day. In full agreement here. But what could be done is to have no edit button for restricted users - only people at the appropriate admin level. It is a settings wide change after all. So user and group permissions would apply here.
Secondly, I am not recommending something where it is too easy - i.e. accidental to change/add/delete COA on the summary page. That would defeat the whole point. It would need to be a setting something similar to the Backup button or the lock date. You have to explicitly click on “change COA Settings” or something similar name.
The difference would be that instead of clicking on settings, then clicking on COA within settings - you have one click. You can update something and see that it applies where you want without having to go back to the Summary page and checking. Sometimes it doesn’t go in the right group or under the right heading etc.
From a programming point of view, it makes sense because you are removing a whole view section that is actually unnecessary as you have already got it on the Summary Page. You want to view/edit/delete/add the summary page on the summary page.
I don’t think it is something that should be implemented soon as there are more important priorities, however, I do actually like the idea from a number of point of views. Just because it’s not a commonly changed area, does not mean one should not have the ability to change things providing that only users with sufficient access rights can do it, and it’s not done in such a way that you accidentally end up deleting something.
It’s trivial to introduce a permissions setting for editing the COA. That’s the least of the problems.
@Brucanna would agree with your points as he himself mentioned the annoyance of having to stop what you are doing in a transaction, go to COA, create the account and then go back to the transaction.
While I was thinking of editing the Summary Page as per the topic - which I think is a good idea, the ability to add accounts in the transaction form is something a lot of users would welcome. I can work round that now in that I can open a new tab and create the account on the fly and then continue processing the transaction.
The program could even have a button within edit view for transactions - create new account which would would open a new tab to the summary edit page which would allow people to create the account and go back to the transaction that they were working on!
While there is obviously disagreement on this, I would not worry - it is extremely unlikely that this will enter the ideas category!
Personally, I think what @Patch mentioned with regards to the COA strictly belonging to the settings, it’s not something you set and forget and not something to collaborate on.
But I think @Abeiku and @dalacor have a point with respect to being able to enter as you go - provided you have the access rights.
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