rett-spain ngo-finance issues

rett-spain / ngo-finance

A repo with some experiments to ingest finance data like bank and paypal transactions

GNU General Public License v3.0

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Define use cases

#21 perocha opened 4 months ago
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UX mock-up of Retool app

#20 perocha opened 4 months ago
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Basic Design System for Retool app

#19 perocha opened 4 months ago
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Bulk upload data to Salesforce

#18 perocha closed 4 months ago
1
Define APIs needed in Retool

#17 perocha opened 4 months ago
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How to have aux tables in Retool?

#16 perocha closed 4 months ago
1
PoC of getting Salesforce aux tables (picklist values) in Retool?

#15 perocha opened 4 months ago
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How to reconcile transactions, PayPal, bank, etc in Retool?

#14 perocha opened 4 months ago
1
Architecture diagrams in Excalidraw

#13 perocha opened 4 months ago
1
Do the business case to use Retool enterprise

#12 perocha closed 4 months ago
1
PoC to get PayPal transactions from retool

#11 perocha opened 4 months ago
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Get PayPal transactions prototype with Jupyter notebook

#10 perocha closed 4 months ago
1
How to track which "Socio" is registered in therapies?

#9 perocha opened 4 months ago
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Export selected transactions to SEPA format

#8 perocha opened 4 months ago
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Itemization of "expenses" transaction into several items

#7 perocha opened 4 months ago
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Dynamic association of Category --> Subcategory in Retool

#6 perocha opened 4 months ago
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Assign a Contact or RettPersona to a Transaction (in Retool)

#5 perocha opened 4 months ago
1
Automatic import bank transactions to Salesforce

#4 perocha opened 4 months ago
0
Create DB model for Retool & Salesforce

#3 perocha opened 4 months ago
2
Create semantic model for PowerBI

#2 perocha opened 4 months ago
0
Get picklist values using Salesforce API

#1 perocha closed 4 months ago
1