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Update Brotherton Accounting

steffeydev 2025-02-05 19:48:00 +00:00
parent d6fe821c13
commit dfd007cfb9
1 changed files with 6 additions and 1 deletions
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Brotherton-Accounting.md

@ -23,3 +23,8 @@ Company Structure:
- DocType: QB Export, fields for start and end date which default to the start and end of the last month, the company (default based on user?), and a table field for QB Export Entry. Server script that runs after save that loads the GL Entries in the date range and adds QB Export Entry items to the table
- DocType: QB Export Entry, fields for account name, credits, and debits
- A "locking" mechanism to prevent modifying entries in the past month, which will be a server script on the before save action of Sales Invoice and Payment Entry that throws an error if the posting date of the entity is in a previous month and the current user does not have a custom override permission
### Pending questions / unknowns
- Does Trial Balance Report work for what they need for manual entry into QB?
- Is there an existing report for what they need for their sales tax calculations, or do we need to make one? How are they doing these calculations now?
- Can we use tax rules to apply taxes per-customer, or do we want to add custom logic to select the correct sales tax template based on the customer's zip code?