Finance module development - Frontend

[QodeFarm]

UI Forms Display

1. Chart of Accounts Account Code Account Name Account Type (dropdown): Type of account (Asset, Liability, Equity, Revenue, Expense). Parent Account (dropdown or searchable dropdown): Select a parent account if this is a sub-account (use the same table to populate options). Is Active (checkbox): Mark the account as active or inactive. Bank Account (dropdown or searchable dropdown, optional): Link to a bank account if applicable (populated from bank_accounts table).

2. Journal Entries Entry Date Reference Description Lines Section (Nested form for journal entry lines): Account (Dropdown) Debit (Decimal) Credit (Decimal) Description

3. Journal Entry Lines Journal Entry (Auto-populated) Account (Dropdown) Debit (Decimal) Credit (Decimal) Description

2&3 should be in the same form I think, please review and add accordingly

4. Payment Transactions Invoice ID Invoice Type (Dropdown: Sale, Purchase) Payment Date Payment Method (Dropdown: Cash, Bank Transfer, Credit Card, Cheque) Payment Status (Dropdown: Pending, Completed, Failed) Amount Reference Number Notes Currency Transaction Type (Dropdown: Credit, Debit)

5. Tax Configurations Tax Name Tax Rate Tax Type (Dropdown: Percentage, Fixed) Is Active (Checkbox)

6. Budgets Account (Dropdown) Fiscal Year Allocated Amount Spent Amount

7. Expense Claims Employee ID Claim Date Description Total Amount Status (Dropdown: Pending, Approved, Rejected)

8. Bank Accounts Account Name Account Number Bank Name Branch Name Account Type (Dropdown: Savings, Current) Balance

9. Financial Reports

   Report Name Report Type (Dropdown: Balance Sheet, Profit & Loss, Cash Flow, Trial Balance) Generated At (Auto-populated) File Path (Auto-populated)

[Qmarapatla]

This was developed and updated in main with some PR in past days.. new requirement is given after Project Review-02. So, I'm closing this issue.