Dolibarr ERP & CRM » Tasks and Feature requests » task #802
Improving how we link Transactions and CategoriesÉtat| Détails |
| Submitted on: | 07/04/2013 16:30 | | Submitted by: | Sofiann Yousfi-Monod (sym-o) |
| Last Modified On: | 07/04/2013 16:30 | | Subproject: | Module Bank |
| Priority: | 5 - Medium | | Assigned to (multiple): | Aucun |
| Summary: | Improving how we link Transactions and Categories |
| Original Submission: | As described in the forum post at the link below, it seems that many users think that linking transaction and categories in the Bank/Cash Module is quite unconvenient.
To do this action, we have to make many clicks for just one transaction.
Here are some improvement that could be very useful :
- in the Bank categoy view, (htdocs/compta/bank/search.php?bid=4), we could add a table of transactions in order to give the possibility to link transactions to the category just by clicking the transactions.
- It could be interesting to give the possibility to attach a default category to specific transactions. Example : Dolibarr gives the possibility to create a transaction in the bank module each time a member has payed his fee. Here we could add an option to specifcy that for such transaction it's in the "Members fee" category.
What do you think of that ? |
| Easy hacks (opened to any developer): | No | | | Etat |
| Percentage of completion (1-100): | 0 | | Status: | Open |
| Start Date: | - | | End Date: | - |
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