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multiple "project-like" tags for transactions: 1.3? 2.0?
- Subject: multiple "project-like" tags for transactions: 1.3? 2.0?
- From: brush <..hidden..>
- Date: Thu, 22 Apr 2010 03:14:16 -0700
hi chris and others,
you may remember from long ago a conversation about using LSMB with
non-profits. one of our primary challenges is tracking grants: some
grants span multiple projects, or a single project is funded by multiple
grants, or both. organizing expenses by project within and across
departments is very valuable, but we can't easily do both that and track
grants correctly.
a solution, it seems, would be to allow multiple "project" tables (with
custom names, eg. "grants"?) and add them wherever project dropdowns
exist currently.
would this be an appropriate addon for 1.3? does it seem a reasonable
extension of the schema?
be well,
.b
On Wed, Mar 17, 2010 at 08:20:44PM -0700, Chris Travers wrote:
> > I was just wondering what additional application features 1.3 has over
> > 1.2? (Besides better code, better security, better data model etc. which
> > are really important too)
>
> The major ones are:
>
> 1) Separation of duties. SQL-Ledger 2.8 has some separation of
> duties features, 2.6 and LSMB 1.2 do not. In 1.3, we have more
> separation of duties features than SL 2.8
>
> 2) MUCH improved reconciliation, and plugin model for bank file
> imports (programmer-defined).
>
> 3) Rich capabilities regarding customer/vendor storage, (more options
> for contact info storage, multiple shipto's, etc)
>
> 4) MUCH improved capabilities regarding payments (early payment
> discounts, proper handling of overpayments, better workflow for batch
> payment processing.
>
> 5) Security and user permissions enforcement. Previous versions had
> some security against bad code. Now we can actually protect against
> bad users too.....
>
> 6) Dropdowns in GL entry have been replaced with type-ahead text
> boxes (AJAX controls).
>
>
> There are some other minor ones too (on-hold invoices, etc).
>
> Additionally, we are working on standards for addons. Current addons
> which could be integrated easily include:
>
> 1) Memorized transactions (tagged already at 1.0): Memorize common
> transactions, edit and save or post.
>
> 2) Fixed asset management (valuation, depreciation, and disposal),
> nearing completion
>
> 3) Enhanced trial balance capabilities (useful for some of the
> higher-end users, allows users to run partial trail balances, i.e.
> against a set of accounts)
>
> 4) Returns tracking: Cross-reference credit notes due to product
> returns with original invoice.
>
> 5) Save any report for later.
>
> Best Wishes,
> Chris Travers
>
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