Commit Graph

281 Commits

Author SHA1 Message Date
cae28589d2 Makes accounts not loaded. 2022-04-19 15:05:05 -07:00
f51f3450d6 Accounts don't need to be loaded 2022-04-19 13:27:47 -07:00
2e4e693bc6 Supports vendors not loading 2022-04-11 17:26:03 -07:00
b4d5b7fde6 very easy to lookup customized accounts. 2022-04-10 21:46:58 -07:00
e897443f7d vendor querying step 1. 2022-04-10 20:28:02 -07:00
9e5a160d77 Adds reports page. 2022-03-25 14:59:31 -07:00
f536d1ac5e progress on a shared pnl with pdf. 2022-03-18 23:00:57 -07:00
Bryce Covert
ab4a426369 Starting to add locked until 2022-03-13 12:04:59 -07:00
7d0320dfcc source filtering and making it so 0s get deleted 2022-03-03 09:18:32 -08:00
e1298a1f94 added the ability to credit invoices. Also made it so check numbers pop up for intuit even if they're not in the description. 2022-02-10 12:40:09 -08:00
6e0720c3b3 Less error prone 2022-01-19 08:05:43 -08:00
d6211c778b makes expected deposit linking work. 2022-01-13 08:08:20 -08:00
30bbf51011 Uploading invoices now attaches the file. 2022-01-12 20:53:12 -08:00
Bryce Covert
2e1fab5fd0 improvements. 2022-01-04 16:28:29 -08:00
Bryce Covert
6ca4f0fb60 Datadog stats 2022-01-04 11:53:47 -08:00
Bryce Covert
e6229ef5d0 improving query. 2022-01-04 08:11:55 -08:00
Bryce Covert
07b6e69c26 Made statsd work\? 2022-01-04 07:35:00 -08:00
Bryce Covert
f7bec7a86c making tests pass again 2021-12-25 07:07:41 -08:00
Bryce Covert
4da3789569 supports filtering down to just duplicates. 2021-12-23 10:38:07 -08:00
Bryce Covert
58fd014082 import batch next 2021-12-22 21:47:37 -08:00
563e1c51ff plaid 2021-12-20 20:20:40 -08:00
27ae8a15b7 other fixes 2021-12-19 13:05:23 -08:00
64720a4bd6 intuit import button and sysco importing. 2021-12-18 19:11:02 -08:00
1d312dd55d Adds the ability to suppress transactions 2021-12-16 07:26:02 -08:00
26a949e63f New import approach to capture the batch. 2021-12-15 20:35:37 -08:00
0e49b9f493 beginnings of better import. 2021-12-03 09:21:39 -08:00
06ea51a168 Adds ability to find expected deposits and link them 2021-11-24 16:50:13 -08:00
Bryce Covert
2d52c2b6a7 Revert "Revert "pnl""
This reverts commit 53fba14831.
2021-10-18 06:34:23 -07:00
Bryce Covert
d81096b8bc Revert "Revert "Prep to select more than 1 client""
This reverts commit 574023fea0.
2021-10-18 06:34:13 -07:00
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