Accounting Reports

  • Resolved shkadnan123

    (@shkadnan123)


    8 years, 3 months ago

    Hi, Kindly tell me how to change reports or make new report format like in trail balance i want to add exact sale & expense with date, name and account head name then is should show debit and credit. I don’t want the total of accounts there like account receviable have this money but want complete detail like sale & expense with dates and on what account transaction have been made thanks

Viewing 4 replies - 1 through 4 (of 4 total)
  • Shawon C.

    (@shawon786)

    8 years, 3 months ago

    @shkadnan123,

    It seems that you need a custom type report. By default, this is not possible.
    For this, you can customize WP ERP and create a custom report by following the available reports in Accounting module.

    Let me know if you need further help 🙂

    Thread Starter shkadnan123

    (@shkadnan123)

    8 years, 3 months ago

    Can you please guide me which file is linked with which in reporting files? Thanks

    Thread Starter shkadnan123

    (@shkadnan123)

    8 years, 3 months ago

    And also please tell how to make email field not required while adding Employee I have tried by removing the code from new-employee file but it still give error to provide valid email address

    Shawon C.

    (@shawon786)

    8 years, 3 months ago

    @shkadnan123,

    As employees need to get access to WP Dashboard, he must be a WP User.
    To do so, we are using the email address. So it will not possible to create employee without an email address.

    Regarding reports:
    You can follow the files of this destination-
    \modules\accounting\includes\views\reports\

    Thanks 🙂

Viewing 4 replies - 1 through 4 (of 4 total)

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