Module - Company Auto Billing

[mitulpanch]

Above Image was base Example of what was required

[mitulpanch]

Requirement Discussed over phone -

1. Printable version for single Company - as shown above
2. Printable Version for Company List - https://docs.google.com/spreadsheets/d/1v2DYYP_36nFu1UYPlKPT7oy8TzzClEncsJ8o1xjARgo/edit?usp=sharing

this sheet shows required column design and filters as discussed

3. Company Page - Create AutoBilling

This pages are internal part of User Section and not shareable. Nobody can see this without staff login and appropriate Role Client sharable link not required.

[mitulpanch]

Printable Version for Company List

1. QueryBuilder with with simple company/contact parameters
2. This columns not required for QueryBuilder ie. Companies with Jan month Billing > 5000 not required
3. No External link required on this page only link required is to - go to single company printable version, its view button at end of row to see Printable version for single Company
4. Contact wise total not required
5. Paging with 20 Companies
6. Export of this columns required through Export Module to CSV
7. this columns are not used anywhere except this page - no foreign links
8. Any other Functionality is not required on this page, input for this is taken on Company Page

[mitulpanch]

Company Page - Create AutoBilling

1. Company Page - Add Recurring Billing as Column
2. Service that is selected for Service Scheduler will appear in this section to select
3. Direct Add Service to this is not Required, as it changes service scheduler pattern ie. some may need to create project through Service Scheduler but Auto Billing only require for some services
4. Only Output Tax can be selected as tax applicable
5. Max 12 Schedulers can be Added
6. Some Service may charge 0 but required for auto billing, ie. may be a free service with currently selected Services. ex. Income Ta is free with GST Services , so Income Tax Service Projects will be Billed with All Scheduler Patterns.
7. Multiple changes to companies taken to consideration but not created as we need to process each company details/ Input taking is much complex, for simplicity this is ignored/not supported
8. Schedulers can not be repeated/ only Yearly Schedulers can be selected
9. fore Above Photo a. Accounting, GST , TDS Returns will be billed on all 4 Schdulers b. But ITR, GST Annual Return will be Billed on Last Scheduler only - c. If any Service's Selected Annual Price is 0 then it can be billed on all Scheduler d. Bill any PRoject which is not billed, do not check Year / Period Combination
10. Check box is Present to select which service will be autobilled, Providing zero will bill Service with other service as Free Service in Bundle.

[mitulpanch]

This is sample for Printable Version for Company List

Total is not matching is sample, but in actual it will match

[dharmendraecb]

Printable Version for Company List - user/RecurringBilling Single view mode - user/RecurringBilling?mode=detail&crid=$$ (Printable Version)

[mitulpanch]

Update - 4th march

Now we don't need multiple tax on company structure,

@vinpahilwani required simple structure, so we are not supporting multiple tax possibilities anymore, only one tax thing we are going to support

---

Option we have considered-

Different Tax will lead to diff Vouchers as Accounts don't support multiple tax input, if all taxes are same of company, single voucher/bill will be created.

So per tax one voucher was suggested, that is difficult to understand for user so declined by @vinpahilwani.

---

Structural changes

Need new db structure to accommodate this, as whatever done till now need recalculating, validation and testing

[mitulpanch]

Update - 4th march By @sureshsirvi Single Note Required,

[mitulpanch]

Update 5th March- by @vinpahilwani

Notes Required for each scheduler, this should go to Voucher Note

[mitulpanch]

Update 5th march - @vinpahilwani

Link to Printable version and from printable version to company autobill change popup link required

---

tax, Total, Note changes discussed over phone

[sureshsirvi]

We need this notes in print ... and Editor is required .... having option for Bold, Italic, Font Size, Table... etc...

editor like this ... release note..

[sureshsirvi]

Currently ... we need to setup this automation separetly for each company .... is there in way to borrow same setup for one company to another company ...

i have 150+ company which required to setup same type of automation ... with

[sureshsirvi]

Sub-Type(Optional) ... selection is needed in auto billing ... below the tax component .. for every scheduler ...

[mitulpanch]

294 Update on 15 March