Commit Graph

1993 Commits

Author SHA1 Message Date
Bryce
312b365e65 ezcater xls fixes 2023-08-21 10:36:48 -07:00
Bryce
8c04f2ca79 adds trial balance export. 2023-08-21 09:49:33 -07:00
Bryce
3597a5004d adds plaid reauth 2023-08-20 15:40:31 -07:00
Bryce
ecc31f3680 Makes insights actually work 2023-08-19 21:13:49 -07:00
Bryce
8a31112c5b minor tweak. 2023-08-19 15:34:03 -07:00
Bryce
e38636a739 oopsies 2023-08-19 14:14:40 -07:00
Bryce
486c428917 Pregenerates recommendatios 2023-08-19 13:52:44 -07:00
Bryce
750a147f1c fixes ezcatter for realz 2023-08-18 09:10:44 -07:00
Bryce
b81469d35c tweak. 2023-08-17 08:47:21 -07:00
Bryce
ddbe5ed842 makes royal hawaiian forced to be 2 digit years 2023-08-14 15:03:18 -07:00
Bryce
bee7c48e3f inverts credit amounts. 2023-08-14 10:36:12 -07:00
Bryce
0ecb5c9516 Makes client change not go to the wrong page 2023-08-14 10:17:18 -07:00
Bryce
673ca471f9 insights 2023-08-14 07:21:38 -07:00
Bryce
f6fdbd52a0 better insights. 2023-08-13 20:10:27 -07:00
Bryce
c16ee226c0 ezcater xls excludes tips from tendors now too 2023-08-13 20:01:22 -07:00
Bryce
043b72ea76 Able to find nearby transactions 2023-08-13 15:57:15 -07:00
Bryce
83ab75a4de Fixes yodlee bug 2023-08-11 08:29:04 -07:00
Bryce
a8ce1c1ed7 Makes yodlee edit work again 2023-08-10 22:04:05 -07:00
Bryce
e2e43534d7 Adds Eddies Produce 2023-08-10 21:45:23 -07:00
Bryce
0fad7cc66f makes ntg general produce logs better. 2023-08-07 12:12:17 -07:00
Bryce
d488acc7d1 Fixes issues with limited pagination on payouts 2023-08-07 12:01:07 -07:00
Bryce
ed66805e8c Makes plaid merchants automatically assigned when first set up 2023-08-04 23:17:10 -07:00
Bryce
0427eca8a8 makes ezcater xls look like the other pages. 2023-08-04 12:54:56 -07:00
Bryce
e2b67bde91 Makes usage of https for pdfs 2023-08-04 09:41:22 -07:00
Bryce
ea4ccf731e Invoices can now be imported with the POWER OF AI 2023-08-03 21:33:15 -07:00
Bryce
88eda03e7f Aside from urls and nomenclature, glimpse works. 2023-08-03 20:53:09 -07:00
Bryce
f9b9a8480d Minor tweak for check printing 2023-08-03 16:38:15 -07:00
Bryce
b345051a83 makes ignoring of blank client names. 2023-08-03 10:58:26 -07:00
Bryce
460e2077b9 Begins the process of AI-powered invoices 2023-08-02 22:34:56 -07:00
Bryce
7ed6a11ffd Marks invoices as imported 2023-08-01 17:23:08 -07:00
Bryce
099fa4f97d makes clearer logging to identify problems 2023-08-01 17:11:48 -07:00
Bryce
02f0d25571 tip pulled out of sales orders 2023-08-01 11:49:14 -07:00
Bryce
013c6155b6 adds check number to transaction form. 2023-07-31 17:39:27 -07:00
Bryce
205c132b7c inverting plaid account settings, adding check numbers 2023-07-31 16:17:19 -07:00
Bryce
bc57978ceb makes it easy for bryce to trigger reload for all yodlee 2023-07-28 13:59:15 -07:00
Bryce
9c6c5d8f9e invoice parsing fixes. 2023-07-28 08:15:26 -07:00
Bryce
529dbe393d tries skipping cleaning step for performance improvement 2023-07-27 11:08:27 -07:00
Bryce
84873dc523 Caches target directory 2023-07-27 09:50:22 -07:00
Bryce
17ca474dee tweaking for success 2023-07-27 08:56:26 -07:00
Bryce
815536f652 minor tweak to test caching again. 2023-07-27 08:43:34 -07:00
Bryce
ad6e0dc015 minor tweak to test caching again. 2023-07-27 08:25:50 -07:00
Bryce
20959dafa7 checking that caching is really working. 2023-07-27 08:18:51 -07:00
Bryce
a2320cec80 should handle case of no payouts. 2023-07-26 11:39:19 -07:00
Bryce
90014fbfcd replaces settlement loading with payout loading. 2023-07-25 22:02:36 -07:00
Bryce
8f5caf9a81 disables settlements in historical loads too. 2023-07-25 15:34:08 -07:00
Bryce
7336398f9d Implements a failover date for plaid 2023-07-25 09:38:58 -07:00
Bryce
42ae36d487 disables square import of settlements, because it is currently broken. 2023-07-25 09:27:21 -07:00
Bryce
5b5b15cb27 Makes plaid user configurable 2023-07-24 20:55:40 -07:00
Bryce
445375d15e When plaid merchant is linked to vendor, automatically code to that vendor. 2023-07-24 09:10:28 -07:00
Bryce
dfd1af77c4 makes plaid really usable, allowing choosing on bank screen, and searchable on vendors page. 2023-07-22 21:33:06 -07:00