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  1. Blesta Core
  2. CORE-1479

Set whether transaction type is 'income' or 'credit'

        Details

        • Type: Improvement
        • Status: Closed
        • Priority: Major
        • Resolution: Fixed
        • Affects Version/s: 3.3.0
        • Fix Version/s: 3.6.0-b1
        • Component/s: None
        • Labels:
          None

          Description

          Add a column to transaction_types to declare whether or not the type is 'income' or 'credit'. For example, "in_house_credit" would be 'credit', however, "check" would be 'income'.

          Must also update transaction reports. Add a column for Transaction Type and set to either 'income' or 'credit'.

            Issue Links

            blocks

            New Feature - A new feature of the product, which has yet to be developed. CORE-1686 Void unpaid invoices when cancelling a service

            • Major - Major loss of function.
            • Closed

            Improvement - An improvement or enhancement to an existing feature or task. CORE-1480 Billing Overview: Exclude non-income transactions from revenue

            • Major - Major loss of function.
            • Closed

            Improvement - An improvement or enhancement to an existing feature or task. CORE-1481 Billing Overview: Calculate non-income transactions

            • Major - Major loss of function.
            • Closed

              Activity

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              cody Cody Phillips (Inactive) created issue -
              cody Cody Phillips (Inactive) made changes -
              Field Original Value New Value
              Rank Ranked higher
              cody Cody Phillips (Inactive) made changes -
              Link This issue blocks CORE-1480 [ CORE-1480 ]
              cody Cody Phillips (Inactive) made changes -
              Link This issue blocks CORE-1481 [ CORE-1481 ]
              cody Cody Phillips (Inactive) made changes -
              Fix Version/s 3.5.0 [ 10401 ]
              cody Cody Phillips (Inactive) made changes -
              Assignee Cody Phillips [ cody ] Tyson Phillips [ tyson ]
              cody Cody Phillips (Inactive) made changes -
              Link This issue blocks CORE-1686 [ CORE-1686 ]
              cody Cody Phillips (Inactive) made changes -
              Description Add a column to transaction types to declare whether or not the type is income based. For example, "in_house_credit" would not be income based, however, "check" would be. Add a column to transaction types to declare whether or not the type is income based. For example, "in_house_credit" would not be income based, however, "check" would be.

              *Also* must update transaction reports to:

              # Give an option to specify *non-income*
              cody Cody Phillips (Inactive) made changes -
              Summary Set whether transaction type is income Set whether transaction type is 'income' or 'expense'
              cody Cody Phillips (Inactive) made changes -
              Description Add a column to transaction types to declare whether or not the type is income based. For example, "in_house_credit" would not be income based, however, "check" would be.

              *Also* must update transaction reports to:

              # Give an option to specify *non-income*               		Add a column to transaction types to declare whether or not the type is 'income' or 'credit'. For example, "in_house_credit" would be 'credit', however, "check" would be 'income'.

              Must also update transaction reports
              cody Cody Phillips (Inactive) made changes -
              Summary Set whether transaction type is 'income' or 'expense' Set whether transaction type is 'income' or 'credit'
              cody Cody Phillips (Inactive) made changes -
              Description Add a column to transaction types to declare whether or not the type is 'income' or 'credit'. For example, "in_house_credit" would be 'credit', however, "check" would be 'income'.

              Must also update transaction reports               		Add a column to transaction types to declare whether or not the type is 'income' or 'credit'. For example, "in_house_credit" would be 'credit', however, "check" would be 'income'.

              *Must also update transaction reports*. Add a column for *Transaction Type* and set to either 'income' or 'credit'.
              cody Cody Phillips (Inactive) made changes -
              Story Points 3
              cody Cody Phillips (Inactive) made changes -
              Sprint 3.6.0 Sprint 1 [ 15 ]
              cody Cody Phillips (Inactive) made changes -
              Rank Ranked lower
              cody Cody Phillips (Inactive) made changes -
              Summary Set whether transaction type is 'income' or 'credit' Set whether transaction type is 'debit' or 'credit'
              cody Cody Phillips (Inactive) made changes -
              Description Add a column to transaction types to declare whether or not the type is 'income' or 'credit'. For example, "in_house_credit" would be 'credit', however, "check" would be 'income'.

              *Must also update transaction reports*. Add a column for *Transaction Type* and set to either 'income' or 'credit'.               		In GAAP, a transaction is either a *debit* (an entry that increases an asset) or *credit* (an entry that decreases an asset account). Add a column to *transaction_types* to declare whether or not the type is 'debit' or 'credit'. For example, "in_house_credit" would be 'credit', however, "check" would be 'debit'.

              *Must also update transaction reports*. Add a column for *Transaction Type* and set to either 'income' or 'credit'.
              cody Cody Phillips (Inactive) made changes -
              Summary Set whether transaction type is 'debit' or 'credit' Set whether transaction type is 'income' or 'credit'
              cody Cody Phillips (Inactive) made changes -
              Description In GAAP, a transaction is either a *debit* (an entry that increases an asset) or *credit* (an entry that decreases an asset account). Add a column to *transaction_types* to declare whether or not the type is 'debit' or 'credit'. For example, "in_house_credit" would be 'credit', however, "check" would be 'debit'.

              *Must also update transaction reports*. Add a column for *Transaction Type* and set to either 'income' or 'credit'.               		Add a column to *transaction_types* to declare whether or not the type is 'income' or 'credit'. For example, "in_house_credit" would be 'credit', however, "check" would be 'income'.

              *Must also update transaction reports*. Add a column for *Transaction Type* and set to either 'income' or 'credit'.
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              Permalink
              cody Cody Phillips (Inactive) added a comment -

              Possibly rename 'income' to 'debit' to better fit GAAP. May be confusing for end users that are not accountants, and Blesta is not accounting software.

              Show
              cody Cody Phillips (Inactive) added a comment - Possibly rename 'income' to 'debit' to better fit GAAP. May be confusing for end users that are not accountants, and Blesta is not accounting software.
              cody Cody Phillips (Inactive) made changes -
              Rank Ranked lower
              cody Cody Phillips (Inactive) made changes -
              Sprint 3.6.0 Sprint 1 [ 15 ] 3.6.0 Sprint 2 [ 16 ]
              cody Cody Phillips (Inactive) made changes -
              Fix Version/s 3.6.0 [ 10600 ]
              Hide
              Permalink
              tyson Tyson Phillips (Inactive) added a comment -

              Since only transaction types are affected, would a transaction that references a type that is no longer available be interpreted as income by default?

              Show
              tyson Tyson Phillips (Inactive) added a comment - Since only transaction types are affected, would a transaction that references a type that is no longer available be interpreted as income by default?
              Hide
              Permalink
              cody Cody Phillips (Inactive) added a comment -

              Since only transaction types are affected, would a transaction that references a type that is no longer available be interpreted as income by default?

              Yes. The default state is income unless otherwise set.

              Show
              cody Cody Phillips (Inactive) added a comment - Since only transaction types are affected, would a transaction that references a type that is no longer available be interpreted as income by default? Yes. The default state is income unless otherwise set.
              tyson Tyson Phillips (Inactive) made changes -
              Status Open [ 1 ] Resolved [ 5 ]
              Resolution Fixed [ 1 ]
              tyson Tyson Phillips (Inactive) made changes -
              Status Resolved [ 5 ] Closed [ 6 ]

                People

                • Assignee:
                  tyson Tyson Phillips (Inactive)
                  Reporter:
                  cody Cody Phillips (Inactive)
                • Votes:
                  0 Vote for this issue
                  Watchers:
                  2 Start watching this issue

                  Dates

                  • Created:
                    Updated:
                    Resolved:
                    Fix Release Date:
                    28/Sep/15

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