detailed roadmap of accounting new modules and improvements for version 8. quentin de paoli, openerp
TRANSCRIPT
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Direction
• Usability• Consolidation of existing features• Very few new features
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• Better split between 'Invoice' and 'Full accounting' apps
– Accounts no more required on partner– No accounting chart for CRM and Sales– An account will be required the time of invoice
validation only
• → install the chart of account only if you use the full OpenERP accounting application
Better modularity (1/2)
Status: Development
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• Payment management in 'Invoice' app– Follow-Ups– Payment Terms– Partner Balance
• Simple tax management in 'Invoice' app
Better modularity (2/2)
Status: Development
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Kanban view of Journals (1/3)
• Same as projects, sale teams• Allows to work in a context• Gives shortcuts to main features• Based on journal types• Better usability
Status: Development
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Kanban view of Journals (2/3)
• Get an overview on sales and purchases– Manage Followups– Pay Invoices
Status: Development
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Kanban view of Journals (3/3)
• Manage your bank accounts– Import statements– Check cash moves – Reconcile entries
Status: Development
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• Currently, through a voucher• In v8: through a voucher embedded in the
statement– Same possibilities– Better user experience– Open the voucher for more options available
(advance reconcile button)
Reconciliation on statements (1/2)
Status: Specification
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Reconciliation on statements (2/2)
Status: Specification
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Statements reconciliation
Status: Specification
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• Aim? ease the creation of new taxes for end-users• How?
– let them encode directly the account moves it should create for a sale/refund of 100€
– remove complexity about children taxes
Taxes: new design (1/3)
Status: Development
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Cash flow statement (1/2)
• New account.financial.report (same as BS & PL)– Default report– Easy customization by localization modules– (May imply new account types)
Status: Development
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Cash flow statement (2/2)
New PDF financial report
Status: Development
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Bank statements import
● Wizard launched from the kanban of bank journals● Currently: CODA, .OFX and .QIF ● Clean API to ease the plug-in of other formats
Status: Specification
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Paypal Integration: Paypal Fees (1/2)
• Settings
Status: Code Review
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• SO as it appears in Paypal
• More info: 14h40 – 15h10 Functional Track (advance) with Fabrice Henrion
Paypal Integration: Paypal Fees (2/2)
Status: Code Review
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• Manage payment terms in Paypal• In payment terms setup →
• The customer face to Paypal
Paypal Integration: Installment Plan
Status: Development
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• Export data in a spreadsheet– analyze the budget– report data in a graph– ...
• → take advantage of spreadsheet features (full analysis, graphs, ...)
Spreadsheet Integration
Status: Merged