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NewPath-Consulting / quickbooks-for-wildapricot

QuickBooks for Wild Apricot - Never miss an entry and have peace of mind knowing your books are always up-to-date with accurate transactions. Reduce stress and errors with automated, categorized entries from Wild Apricot to your QuickBooks accounts.
https://newpathconsulting.com/waqm
Apache License 2.0
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Add manual run single invoice config option #52

Closed thelontx closed 2 years ago

thelontx commented 3 years ago

During testing and during support, situations arise where it is helpful to run WAQM for a single invoice (or other document). Today, this can be done by manually adding filters to the scenarios. This feature would use configured fields in the data store to define the date range (existing fields used for Manual Dates) and the invoice document number. This would allow a client or an NPC support person to easily run for an isolated situation without invoolving the developer. NOTE: Doing this for Donations or Payments may not be as easy, because the unique WA, customer visible, document number was not exposed via API. There is the system ID, but many clients maynot be able to identify this number easily. Need to check and see if the API has been updated to include these fields.

thelontx commented 2 years ago

NOTE: WA API updates seem to have made the customer-facing document number visible. true for donations. need to validate for payments.

thelontx commented 2 years ago

Somewhat significant feature. Proposing for 0.7, but will drop if the primary work is too extensive. This will be a major benefit for clients and installers.

thelontx commented 2 years ago

working for PBC