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phamos-eu / Swiss-Accounting-Integration

Extending ERPNexts functionality with Swiss QR Integration and Abacus Export
GNU General Public License v3.0
6 stars 14 forks source link

feat(workspace and onboarding): added proper onboarding for Swiss Acc… #33

Closed nasirkhansulaimankhail closed 1 month ago

nasirkhansulaimankhail commented 1 month ago

…ounting Integration

nasirkhansulaimankhail commented 1 month ago

Points addressed:

  1. Added a dedicated workspace for Swiss Accounting Integration
  2. Added Swiss Accounting Onboarding
    • Setting up company address with a form tour.
    • Setting up a customer with print language and proper address with a form tour
    • Setting up a bank account with proper IBAN (also added the required format with an example with form tour
    • setting up Swiss QR Bill Settings to bind a Bank Account with the company with form tour

Worspace: image

Onboarding Steps

1. Set Up a Company with Proper Address image

2. Set Up Customers with Proper Address and Language image

3. Set Up Bank Accounts For Company with IBAN image

4. Set Up Swiss QR Bill Settings image