Commit Graph

252 Commits

Author SHA1 Message Date
Bryce Covert
574023fea0 Revert "Prep to select more than 1 client"
This reverts commit 085486043f.
2021-10-18 06:32:24 -07:00
Bryce Covert
085486043f Prep to select more than 1 client 2021-10-16 10:22:07 -07:00
Bryce Covert
20c2181770 added description 2021-10-11 18:36:58 -07:00
Bryce Covert
d20ae49e39 Adds support for transaction rules case insensitive search 2021-10-11 17:47:05 -07:00
e9c22d2279 Adds ability for bank accounts to have numeric accounts 2021-09-03 07:12:23 -07:00
e661c03206 Adding ability to choose comparison date for balance sheet 2021-08-31 07:35:14 -07:00
12d8aa8ad3 Add the ability to unautopay 2021-07-09 08:40:38 -07:00
f40d1f4fb8 Allows you to filter down to ccp-processor 2021-06-18 07:09:48 -07:00
002dcfc5ac added basics of ccp processor visibility. 2021-06-04 23:01:59 -07:00
922c449bb0 Improves IOL. Adds saved queries. Adds expected deposits in app. 2021-06-04 10:50:27 -07:00
4c764ed927 improvements for payment finding 2021-04-27 21:46:45 -07:00
2e7a5238c7 Adds completely arbitrary queries 2021-02-25 20:25:37 -08:00
e2d3acd5c6 added new fields. 2021-02-15 20:46:56 -08:00
a78ad47fda Added yodlee account balances 2021-02-11 19:43:31 -08:00
e920c48773 Bank balances are visible + import invoices should be open 2021-01-29 07:35:05 -08:00
97c05d1638 unpaid invoice matching 2021-01-25 11:12:43 -08:00
Bryce Covert
3a096fa0c7 begun on unpaid invoice match. 2021-01-24 16:25:51 -08:00
Bryce Covert
611ecc438d Adds ability to link across entities more. 2021-01-24 13:25:41 -08:00
Bryce Covert
b00e2c5b60 Started added direct linkage 2021-01-23 10:24:55 -08:00
Bryce Covert
ce9d4b63fd Merge branch 'staging' into add-scheduled-payment-filter 2021-01-11 12:09:10 -08:00
Bryce Covert
664ec69868 tweaks. 2021-01-11 10:55:08 -08:00
Bryce Covert
d3232c70b2 working on UI. 2021-01-09 00:09:52 -08:00
Bryce Covert
c6dd929c86 Merge branch 'staging' into add-scheduled-payment-filter 2021-01-06 19:12:55 -08:00
Bryce Covert
c8da0697a2 last round fixes. 2021-01-06 19:12:14 -08:00
Bryce Covert
f0b31fe6d1 Adds transaction->autopay linking 2021-01-05 17:57:36 -08:00
Bryce Covert
d1433492ca fixes compilation bug. 2021-01-04 19:42:40 -08:00
Bryce Covert
a911371626 merged. 2021-01-04 19:26:32 -08:00
Bryce Covert
0f7a5c1f00 fixes for some issues found 2021-01-04 18:57:52 -08:00
Bryce Covert
544a69432c fixes for staging, parsing 2020-12-27 08:28:50 -08:00
Bryce Covert
3b39a6fa0a Most parts of staging ought to work 2020-12-26 14:10:51 -08:00
Bryce Covert
6930a8c7c2 Yodlee exists as datomic entities! 2020-12-22 13:12:22 -08:00
Bryce Covert
3d0b190702 Revert "Revert "Enabling signature editing.""
This reverts commit b52f3231e8.
2020-12-21 08:47:53 -08:00
Bryce Covert
b52f3231e8 Revert "Enabling signature editing."
This reverts commit bc40430d7b.
2020-12-21 08:46:24 -08:00
Bryce Covert
bc40430d7b Enabling signature editing. 2020-12-21 08:18:30 -08:00
Bryce Covert
a9da35d7b9 bunch of small fixes. balance sheet has optional comparison and titles. trying to make payment unlinkable more easily. 2020-12-17 07:42:19 -08:00
Bryce Covert
1534175608 Adds the ability to find unresolved transactions 2020-12-16 08:09:54 -08:00
Bryce Covert
9ee9855169 you can change statuses in bulk! 2020-12-11 17:47:51 -08:00
Bryce Covert
e2ae7a6d4f Sales orders works correctly now. 2020-12-11 11:40:17 -08:00
Bryce Covert
0e1261269b allowing users to self service delete links to payments. 2020-10-27 21:03:47 -07:00
Bryce Covert
8c746e2100 various fixes. 2020-10-16 14:20:51 -07:00
Bryce Covert
71fc8f69eb Supports ledger ignore 2020-10-06 07:25:46 -07:00
Bryce Covert
71c716e669 Adds location filter. 2020-10-01 08:04:57 -07:00
Bryce Covert
fc9f45b847 manual ledger entries delete experience 2020-09-30 07:11:09 -07:00
Bryce Covert
429b02884a Making it so manual ledger is searchable and usable 2020-09-30 06:47:17 -07:00
Bryce Covert
b4755840ae Implementing running balance, fixing it so A accounts won't show up unless miscoded 2020-09-29 13:12:45 -07:00
Bryce Covert
99e09b1181 added ability to schedule payment on DOM 2020-09-24 11:15:46 -07:00
Bryce Covert
c5ed61b2e1 switched from auto pay to scheduled payment 2020-09-24 08:06:17 -07:00
Bryce Covert
277a0aaf98 show unresolved transactions. 2020-09-18 07:09:18 -07:00
Bryce Covert
2e18e2da26 better health check. 2020-09-17 07:05:23 -07:00
Bryce Covert
179c2d13c6 lots of fixes. 2020-09-08 18:00:07 -07:00