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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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New utility or feature to allow a client to re-run an individual invoice/payment document without modifying Config #98

Open thelontx opened 2 years ago

thelontx commented 2 years ago

This capability is currently supported, but requires an understanding of how to modify the config for a Manual run and then reverting to a Scheduled run.

Benefit: Allows a client to do more of their own exception management without using NPC resources.
Workaround/alternate: The client can manually recreate the invoice or payment documents inside QBO/QBD.

Design approaches:

  1. Need some type of simple front end to allow a client to enter the proper variables. Some of the Make.com simple HTTP/Webhook response tools may be sufficient for this?
  2. Consider copying the existing scenarios, replace the front end to call the UI (from step 1 above) and use that along with the existing config to run a scenario.
  3. Additional notifications (and/or modifications to existing notifications) to client to tell them whether the requested transaction number was found or not.
  4. Alternate approach: Instead of copying the scenarios and modifying, find a way to refactor so the same core scenario is used for normal scheduled runs and for manual runs. This may entail separating the "triggers" (i.e. auto schedule or manual run) to separate scenarios entirely. The advantage of this approach is for future maintenance of the scenarios. Whenever a bug/feature needs to be added to the scenarios, it must be added to each core scenario. This would effectively double that maintenance work and could lead to errors/mistakes.
asirota commented 11 months ago

Also use this form to create test WA transactions and payments (say membership, donation, store, event registration, manual invoice, extra charge fields, tax) based on the DS configuration already in place.