nivenly / governance

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Accounting software evaluation & selection #19

Closed Preskton closed 1 year ago

Preskton commented 1 year ago

Identify initial accounting package to manage foundation finances.

Evaluations

Preskton commented 1 year ago

Odoo

Observations

Lots of these when trying to OCR any bill:

image
RPC_ERROR
Odoo Server Error
Traceback (most recent call last):
  File "/home/odoo/src/odoo/saas-16.2/odoo/http.py", line 1689, in _serve_db
    return service_model.retrying(self._serve_ir_http, self.env)
  File "/home/odoo/src/odoo/saas-16.2/odoo/service/model.py", line 134, in retrying
    result = func()
  File "/home/odoo/src/odoo/saas-16.2/odoo/http.py", line 1716, in _serve_ir_http
    response = self.dispatcher.dispatch(rule.endpoint, args)
  File "/home/odoo/src/odoo/saas-16.2/odoo/http.py", line 1913, in dispatch
    result = self.request.registry['ir.http']._dispatch(endpoint)
  File "/home/odoo/src/odoo/saas-16.2/odoo/addons/base/models/ir_http.py", line 154, in _dispatch
    result = endpoint(**request.params)
  File "/home/odoo/src/odoo/saas-16.2/odoo/http.py", line 708, in route_wrapper
    result = endpoint(self, *args, **params_ok)
  File "/home/odoo/src/odoo/saas-16.2/addons/web/controllers/dataset.py", line 32, in call_button
    action = self._call_kw(model, method, args, kwargs)
  File "/home/odoo/src/odoo/saas-16.2/addons/web/controllers/dataset.py", line 24, in _call_kw
    return call_kw(request.env[model], method, args, kwargs)
  File "/home/odoo/src/odoo/saas-16.2/odoo/api.py", line 461, in call_kw
    result = _call_kw_multi(method, model, args, kwargs)
  File "/home/odoo/src/odoo/saas-16.2/odoo/api.py", line 448, in _call_kw_multi
    result = method(recs, *args, **kwargs)
  File "/home/odoo/src/enterprise/saas-16.2/iap_extract/models/extract_mixin.py", line 163, in check_ocr_status
    record._check_ocr_status()
  File "/home/odoo/src/enterprise/saas-16.2/account_invoice_extract/models/account_invoice.py", line 616, in _check_ocr_status
    self._save_form(ocr_results, force_write=force_write)
  File "/home/odoo/src/enterprise/saas-16.2/account_invoice_extract/models/account_invoice.py", line 653, in _save_form
    payment_ref_ocr = ocr_results['payment_ref']['selected_value']['content'] if 'payment_ref' in ocr_results else ""
TypeError: 'NoneType' object is not subscriptable

The above server error caused the following client error:
RPC_ERROR: Odoo Server Error
    at makeErrorFromResponse (https://nivenly.odoo.com/web/assets/203-2297b38/web.assets_backend.min.js:956:163)
    at XMLHttpRequest.<anonymous> (https://nivenly.odoo.com/web/assets/203-2297b38/web.assets_backend.min.js:964:13)

Decision

Original: No, early encounter of frequent bugs does not instill confidence. 👎🏽

After discussing with their support team (who has been very responsive and helpful), Odoo emerged as a solid platform that balances ease of use (OCR invoices & process) with some deep customization.

Preskton commented 1 year ago

Freshbooks

Observations

Preskton commented 1 year ago

OpenCollective

Observations

Decision

No for general ledger 👎🏽 (but yes for transparency)

Preskton commented 1 year ago

Quickbooks

Observations

Preskton commented 1 year ago

GNUCash

Observations

Decision

No 👎🏽

Preskton commented 1 year ago

We selected Odoo and have been using it for the past several months.