Support recurring moves and recurring invoices
A lot of my expenses are (almost) the same each month/quarter and it would be
nice if Tryton could help me to manage those more efficiently than requiring me
to find the old invoice or old move, to click on duplicate and then to edit the
required data.
We should be able to pick an existing invoice or account move and then activate
a menu entry "Manage recurrence..." or something like that. This would record
this invoice or move as a template to create further copies. We should be able
to define the recurrence (daily, weekly, monthly, quarterly, yearly) and then
pick the day of the period to use for each new occurrence.
There should be a new action to create new invoices/moves based on those
templates. By default it should offer to create all invoices/moves with dates in
the past, however we could also select some of the other templates in order to
pre-create the invoices/moves.
For reference, I attach screenshots of the corresponding feature in SQL-Ledger.
For recurring invoices, it should be possible to include the payment information
in the template as well (typically when the amount is always paid by credit card
or by automatic bank withdrawal).
Files
Download | Creator | Timestamp | Type |
---|---|---|---|
sql-ledger-config-recurrence.png | @rhertzog | 2014-02-20 09:52:36.813000 UTC | image/png |
sql-ledger-apply-recurrence.png | @rhertzog | 2014-02-20 09:52:57.188000 UTC | image/png |