Thursday, July 25, 2024
5 changes
2 changes
Enhancements to existing features
The Accounting app menu has been streamlined by removing section-style menu entries. This makes navigation clearer and helps users find accounting tools with fewer intermediate menu layers.
Original PR description
This commit will remove the sections menu items in the accounting menu. task: 4061527
The Data Cleaning app now includes reporting for data storage, helping teams better understand and manage stored records. This can support cleaner databases and more informed decisions about storage usage.
3 changes
Enhancements to existing features
A warning banner now appears on tax reports when multiple companies are selected that have different tax IDs. This helps users identify potential reporting issues and ensures they're aware when companies with mismatched tax identifiers are included in the same report.
Original PR description
When having multiple companies selected and that their tax id are not the same, then we put a banner on top of the tax report to warn the user that the companies selected don't have the same tax id. task: 3909005
The bank reconciliation interface has been improved to display more consistent information across list and kanban views, including reference numbers, bank accounts, and currency details. Users can now view reconciliation details even after transactions are validated, and settings remain accessible for completed reconciliations, making the interface more user-friendly and informative.
Original PR description
This commit aims to: - make more coherent information displayed in the list view and the kanban view of the bank reconciliation widget. To do so we now display `ref`, `bank_account` `foreign_currency` and `amount_currency` within the "Manual Operations" tab. - display information even after the statement line is reconciled. To do so we made the "Manual Operations" tab visible even after validation, with its information in readonly. - make the cog menu available even if the transaction if validated. task-3996739
This update adds specialized financial reports for associations using the SYSCOHADA accounting standard. The system now distinguishes between reports for companies and associations, ensuring each organization type sees only the relevant financial statements. This improvement provides better compliance and clearer reporting for non-profit organizations operating under SYSCOHADA standards.
Original PR description
Adding another report for SYSCEBNL. We need to provide a way to add an availability for children of a COA, so the reports is only available for Associations (and not for Companies).