Commit Graph

182 Commits

Author SHA1 Message Date
Bryce Covert
bd17cd3caa tweaks 2020-06-14 08:29:23 -07:00
Bryce Covert
ad4054d820 simplified client form. 2020-05-30 12:28:35 -07:00
Bryce Covert
bb2df01d89 weekly debits/credits. 2020-05-30 11:49:21 -07:00
Bryce Covert
3101dd1fe6 lots of new features. 2020-05-30 10:31:46 -07:00
Bryce Covert
d9bf9867e4 Adds manager type, blocks certain permissions 2020-05-29 07:14:40 -07:00
Bryce Covert
e77e02137c more progress on cash flow. 2020-05-27 07:30:40 -07:00
Bryce Covert
d30dfb5e34 a bunch of filtering fixes. 2020-05-20 07:51:07 -07:00
Bryce Covert
700d78fc75 idea for cash flow linkage. makes invoices use uri parameters. 2020-05-17 07:41:27 -07:00
Bryce Covert
a7a3966f1b start of cash flow 2020-05-16 16:08:17 -07:00
Bryce Covert
8043fb0b81 made it possible to change accounts. 2020-04-29 08:21:39 -07:00
Bryce Covert
3f8ce25e7f cleaning up invoice pagination. 2020-04-28 20:43:20 -07:00
Bryce Covert
edc7d50661 filtering on ledger page. 2020-04-28 07:49:53 -07:00
Bryce Covert
25f1cebe51 fixes. 2020-04-27 09:30:30 -07:00
Bryce Covert
b89b4a86c5 Fixing export bugs with bad queries, improving performance. 2020-04-26 08:20:07 -07:00
Bryce Covert
d799fc469d much better sorting. 2020-04-25 16:21:36 -07:00
Bryce Covert
773ae19f5c Added the ability to remove them in the ui.3 2020-04-20 07:49:38 -07:00
Bryce Covert
a48ee8dd52 you can add overrides. 2020-04-19 14:38:55 -07:00
Bryce Covert
fc9f94a64d supports terms. 2020-04-18 10:09:19 -07:00
Bryce Covert
b28dd64c4a due date exists. 2020-04-18 09:44:42 -07:00
Bryce Covert
5f309de2d4 you can set terms 2020-04-18 09:24:34 -07:00
Bryce Covert
add1dc6fcb can unapprove, but there are bugs. UI doesnt refresh, filters are lost. 2020-03-21 13:17:50 -07:00
Bryce Covert
bb59be6aea Description filter 2020-03-21 12:51:56 -07:00
Bryce Covert
c6d09a07e9 number range match. 2020-03-21 12:33:28 -07:00
Bryce Covert
f0ac926700 filter transaction by vendor 2020-03-21 12:21:22 -07:00
Bryce Covert
54fc606cf0 added apply all rule. 2020-01-24 19:28:52 -08:00
Bryce Covert
bb40bff203 merged. 2020-01-05 10:33:58 -08:00
Bryce Covert
2a708f1990 added support for merging vendors. 2020-01-05 10:28:10 -08:00
Bryce Covert
4b2821e6fb merged. 2019-12-21 14:57:48 -08:00
Bryce Covert
141e5b06f1 shows the matching information. 2019-11-17 12:07:06 -08:00
Bryce Covert
fdf1dab0ac le boulanger, others. 2019-11-01 17:29:16 -07:00
Bryce Covert
99e1bf936f merged. 2019-10-10 20:17:42 -07:00
Bryce Covert
8df6fb0279 supports location matches, adds invoice types 2019-10-10 20:09:47 -07:00
Bryce Covert
70e5c84716 Added Notes and cleared against fields. 2019-09-30 22:01:09 -07:00
Bryce Covert
c9fab1de9f removed equities, replaced with equity. 2019-08-12 20:03:29 -07:00
Bryce Covert
b01578b70a You can now run the rule on a bunch of transactions. 2019-06-05 20:55:32 -07:00
Bryce Covert
197397649c transaction rules are testable not whilst editing. 2019-06-05 19:33:41 -07:00
Bryce Covert
7ac17c9cbc bank accounts can now have locations. 2019-06-04 07:08:10 -07:00
Bryce Covert
cf2319b681 remove excluded from ledger. 2019-05-19 08:06:21 -07:00
Bryce Covert
a87d22c320 Adding transaction approval status to transaction page 2019-05-17 07:14:16 -07:00
Bryce Covert
486f09fd94 allows manually matching rules. 2019-05-16 21:39:28 -07:00
Bryce Covert
26fbb89345 supporting transaction automation 2019-05-16 13:45:14 -07:00
Bryce Covert
6d85c2d67c You can now kind of choose a yodlee merchant 2019-05-16 09:19:22 -07:00
Bryce Covert
8845ec9688 showing matched rule. 2019-05-16 08:34:12 -07:00
Bryce Covert
76c903d16d rules can be edited fully and more. 2019-05-12 20:31:28 -07:00
Bryce Covert
2146073df8 supports adding conclusions. 2019-05-12 09:04:26 -07:00
Bryce Covert
16a3b14844 adding day of month. 2019-05-09 23:32:43 -07:00
Bryce Covert
0520e2f0f8 Added regex testing 2019-05-09 21:44:54 -07:00
Bryce Covert
677a4e3c22 basic ability to test. 2019-05-09 21:12:26 -07:00
Bryce Covert
8c50085fcc implemented crud 2019-05-07 18:18:57 -07:00
Bryce Covert
a1abb4b05e adding transaction rules. 2019-05-07 07:10:21 -07:00