Feature #187
openAccount Import
70%
Subtasks
Related issues
Updated by Junaid M almost 2 years ago
- Assignee changed from Junaid M to Amal Pious
Updated by Amal Pious almost 2 years ago
- Status changed from New to Coding Started
- Start date changed from 05/09/2023 to 05/15/2023
- % Done changed from 0 to 40
Updated by Amal Pious almost 2 years ago
- Status changed from Coding Started to New
- % Done changed from 40 to 0
Updated by Junaid M almost 2 years ago
- Assignee changed from Amal Pious to Junaid M
Updated by Anil KV over 1 year ago
- Assignee changed from Junaid M to travvise Admin
Updated by Anil KV 8 months ago
Chart of Account List Items ============================ Category Code Parent Group Code Code(Group/Ledger/Main Ledger) Name(Group/Ledger/Main Ledger) Display Name Type Main Ledger Type Remarks Status Customer =============== Code Name Display Name Group Category Type Family Sys Type Default Currency Code Main Ledger Code(Not set then Select Default or Input) Phone Email Address Place City Country ZIP Code State Fax TRN Number Credit Limit Counter Staff Commission Agent ID Number ID Expiry Date Passport No Passport Expiry Date Passport Issued By Remarks Status Supplier ============ Code Name Display Name Group Category Type Family Sys Type Default Currency Code Main Ledger Code(Not set then Select Default or Input) Phone Email Address Place City Country ZIP Code State Fax TRN Number ID Number ID Expiry Date Remarks Status Employee ======================= Code Name Display Name Group Category Type Family Sys Type Default Currency Code Main Ledger Code(Not set then Select Default or Input) Phone Email Address Place City Country ZIP Code State Fax TRN Number ID Number ID Expiry Date Passport No Passport Expiry Date Passport Issued By Remarks Status Commission Agent ================ Code Name Display Name Group Category Type Family Sys Type Default Currency Code Main Ledger Code(Not set then Select Default or Input) Phone Email Address ZIP Code Country State Country Fax TRN Number ID Number ID Expiry Date Passport No Passport Expiry Date Passport Issued By Remarks Status Cash ====== Code Name Display Name Main Ledger Code(Not set then Select Default or Input) Default Currency Code Cash Type Remarks Status Bank ======= Code Name Main Ledger Code(Not set then Select Default or Input) Default Currency Code Group Category Type Family Address Place City Country ZIP Code State Contact Person Contact Phone Contact Email Remarks Status Credit Card =========== Code Name Display Name Card Type Main Ledger Code(Not set then Select Default or Input) Default Currency Code Own/Customer Card Remarks Status Corporate Card ================ Code Name Display Name Card Type Main Ledger Code(Not set then Select Default or Input) Default Currency Code Own/Customer Card Remarks Status Received Cheque ================ Code Name Display Name Type Main Ledger Code(Not set then Select Default or Input) Default Currency Code Remarks Status Received Cheque ================ Code Name Display Name Type Main Ledger Code(Not set then Select Default or Input) Default Currency Code Remarks Status
Updated by Anil KV 8 months ago
GUI Changes
->Properties list 'Index' Column width reduce and 'Column' Width Ingress ->Incress 'File' Name entrybox width -> Category Left Margin Ingress -> Chart of Account - 'Type' to 'Input Type String' -> Customer and Supplier - 'Main Ledger' to 'Default Main Ledger' (Select box) -> Add a Tab 'Wrong Data' List Clolumns # | [All Column - import inputs ] | Error [Excel file correct and import again] -> Add a Tab - 'Not Imported' -List Columns # | Code Name | Main Ledger | Error
Updated by Baseem Shan 7 months ago
- Status changed from Ready for Coding to Coding Started
- % Done changed from 20 to 30
Updated by Bertin Joseph 3 months ago
- Status changed from New Changes to Reopen Bugs
- Assignee changed from Augustin Jose to Amal Ck
ISSUE FOUND
--------------------
(DONE)1.Group, Category,Type,Family, designation -- all these data has to be entered manually while importing.it has to be saved automatically in their respective modules.
Updated by Arathy PS 12 days ago
NEW CHANGES - FIXED
----------------------
Discuss with anil whether the Import need first two requirements fields,
1. Code and name in same column in excel file :
A checkbox Code and name in same column
Give same column no: for both code and name and if the check box is ticked then an entry box: Split character.
Add tooltip to the fields.
2. If the code is not auto generated and no code in excel file then a check box, No code-- if the check box is ticked then an entry box: code character
add title to the fields.
3. The default action type should be: Remove all and insert.
Updated by Nawal Sidique 6 days ago
- Status changed from New Changes to New Changes Coding Done
- % Done changed from 50 to 70