maxi/inmax
1
0
Fork 0
Code Issues 234 Pull requests Projects Releases Packages Wiki Activity Actions

Invoice management ToDos #281

New issue
Open
opened 2021-08-26 15:54:52 +02:00 by maxi · 47 comments
maxi commented 2021-08-26 15:54:52 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

@katharina Suggests

  • Fix keyboard selection of orders ('Enter' key for autocompletion)
  • (Eventually) show contact labels (autocompletion)
  • (Prefill payment amount: already calculated automatically)
  • Combine payment and contact form (IBAN...) (Hint added)
  • Tabbed form variant
  • Persist payment receipts on save/processing
  • Implement inbox stamp label printing (not: approved stamp...)
Eventually...
  • Implement document zoom / larger default size (action buttons to top bar).
  • Show 'virtual stamps' (on receipt file)
  • Show document number(s), article lists, date (autocompletion)
  • Shorten description labels (autocompletion)
  • Make it possible to search by supplier attributes (e.g. "henssgen" or "demmler")
  • Update main view as soon as new scan is available (websockets)?
  • Offer download button

Akut zu erledigen:

  • Picking: Provide global list views for receipts (?) Alternatively: Add "Skip" Button / reverse order / LIFO stack
  • Sammelrechnungen
  • Scanner konfigurieren: Seitenreihenfolge und -ausrichtung
  • Re-Nr. auf Erfassungsstempel anzeigen
  • Umgang mit IBAN / Paypal
  • Artikelpositionen anzeigen beim Erfassen
  • ALLGEMEIN: Korrekturfunktion verbessern, sodass man aktuelle Preise nicht doppelt pflegen muss (evtl. Ablauf verkehrt: Lieferantenverträge, Preiserhöhungen...)
@katharina Suggests - [x] Fix keyboard selection of orders ('Enter' key for autocompletion) - [x] (Eventually) show contact labels (autocompletion) - [x] (Prefill payment amount: already calculated automatically) - [ ] ~~Combine payment and contact form (IBAN...)~~ (Hint added) - [X] Tabbed form variant - [x] Persist payment receipts on save/**processing** - [x] Implement inbox stamp label printing (not: approved stamp...) --- <details><summary>Eventually...</summary> - [ ] Implement document zoom / larger default size (action buttons to top bar). - [ ] Show 'virtual stamps' (on receipt file) - [ ] Show document number(s), article lists, date (autocompletion) - [ ] Shorten description labels (autocompletion) - [ ] Make it possible to search by supplier attributes (e.g. "henssgen" or "demmler") - [ ] Update main view as soon as new scan is available (websockets)? - [ ] Offer download button </details> --- Akut zu erledigen: - [x] **Picking:** Provide global list views for receipts (?) Alternatively: Add **"Skip" Button** / reverse order / LIFO stack - [x] **Sammelrechnungen** - [x] Scanner konfigurieren: Seitenreihenfolge und -ausrichtung - [x] Re-Nr. auf Erfassungsstempel anzeigen - [x] Umgang mit IBAN / **Paypal** - [ ] Artikelpositionen anzeigen beim Erfassen - [ ] ALLGEMEIN: Korrekturfunktion verbessern, sodass man aktuelle Preise nicht doppelt pflegen muss (evtl. Ablauf verkehrt: Lieferantenverträge, Preiserhöhungen...) --- - [ ] Add user name to sticker - [ ] Introduce **audit-proof files** and mark all **digital** invoice documents (current scans: PDF/A) as such (see https://de.wikipedia.org/wiki/PDF/A, https://www.bundesfinanzministerium.de/Content/DE/Downloads/BMF_Schreiben/Weitere_Steuerthemen/Abgabenordnung/2019-11-28-GoBD.html, https://www.psp.eu/media/allgemein/gobd-leitfaden_die-gobd-in-der-praxis.pdf, https://www2.deloitte.com/content/dam/Deloitte/de/Documents/Innovation/Blockchain_Revisionssichere%20Archivierung.pdf) "_Die Ablage von Daten und elektronischen Doku- menten in einem Dateisystem erfüllt die Anforderungen der Unveränderbarkeit regelmäßig nicht, soweit nicht zusätzliche Maßnahmen ergriffen werden, die eine Unveränderbarkeit gewährleisten._" => **Verfahren / Dokumentation => BLOCKCHAIN:** https://de.documentchain.org/ or even easier: Send to Newspaper or Twitter?! See: https://github.com/Cyan4973/xxHash - [x] Add File Uplaods(!) - [ ] @agnes introduces "Verfahrensdokumentation", e.g. https://www.deubner-steuern.de/themen/gobd/werfen-sie-doch-einfach-ihre-eingangsrechnungen-weg.html
maxi commented 2021-08-29 16:34:08 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-08-29 17:37:01 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-08-29 18:06:27 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-08-29 18:06:33 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item (Eventually) show contact labels (autocompletion) as completed

marked the checklist item **(Eventually) show contact labels (autocompletion)** as completed
maxi commented 2021-08-29 18:06:51 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-08-29 18:35:48 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Fix keyboard selection of orders ('Enter' key for autocompletion) as completed

marked the checklist item **Fix keyboard selection of orders ('Enter' key for autocompletion)** as completed
maxi commented 2021-08-30 09:28:16 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-08-30 09:30:36 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

@agnes ...FYI: this touches the capture mask / form for new order payments.

@agnes ...FYI: this touches the capture mask / form for new order payments.
maxi commented 2021-08-30 10:41:38 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Prefill payment amount as completed

marked the checklist item **Prefill payment amount** as completed
maxi commented 2021-08-30 10:42:14 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-08-30 10:42:27 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-08-30 21:44:58 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Combine payment and contact form (IBAN...) as completed

marked the checklist item **Combine payment and contact form (IBAN...)** as completed
maxi commented 2021-08-30 21:46:14 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-08-30 21:46:31 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-08-31 08:08:17 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-08-31 09:09:16 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

mentioned in commit ff90bed33a

mentioned in commit ff90bed33a9334a6e141cd21b1366aea2a357a89
maxi commented 2021-08-31 09:11:06 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-09-04 16:32:35 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-09-04 19:01:51 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Persist payment receipts on save/processing as completed

marked the checklist item **Persist payment receipts on save/**processing**** as completed
maxi commented 2021-09-04 23:44:45 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Implement inbox stamp label printing (not: approved stamp...) as completed

marked the checklist item **Implement inbox stamp label printing (not: approved stamp...)** as completed
maxi commented 2021-09-05 00:23:28 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

mentioned in commit 8b20569914

mentioned in commit 8b205699143bd0aca446dee54447c9a1724c316d
maxi commented 2021-09-05 00:31:14 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-09-05 00:32:03 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-09-14 12:08:08 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-09-23 13:28:28 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-10-17 11:48:04 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Umgang mit IBAN / Paypal as completed

marked the checklist item **Umgang mit IBAN / **Paypal**** as completed
maxi commented 2021-10-17 13:14:39 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-10-19 19:12:20 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-10-21 19:28:20 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

mentioned in commit 00ff02458f

mentioned in commit 00ff02458f0e0d8e1bd7c519dc08d0be1cec145b
maxi commented 2021-10-27 12:18:01 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-10-31 00:35:40 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-10-31 00:36:10 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Scanner konfigurieren: Seitenreihenfolge und -ausrichtung as completed

marked the checklist item **Scanner konfigurieren: Seitenreihenfolge und -ausrichtung** as completed
maxi commented 2021-10-31 12:52:28 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2021-10-31 15:23:03 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Picking: Provide global list views for receipts (?) Alternatively: Add "Skip" Button / reverse order / LIFO stack as completed

marked the checklist item ****Picking:** Provide global list views for receipts (?) Alternatively: Add **"Skip" Button** / reverse order / LIFO stack** as completed
maxi commented 2021-11-02 00:36:56 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

mentioned in commit 1bc81734a6

mentioned in commit 1bc81734a69560ea8f7f047fd7b213a97951774d
maxi commented 2021-11-02 00:36:56 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

mentioned in commit 2d2577c5e3

mentioned in commit 2d2577c5e36d5f489ed77bedbe886f58cd1982e0
maxi commented 2021-11-02 00:36:56 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

mentioned in commit 8da26daeb6

mentioned in commit 8da26daeb643fea97ec1c13c128da840fee11afa
maxi commented 2022-02-13 12:09:42 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

changed the description

changed the description
maxi commented 2022-03-12 13:51:27 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Add File Uplaods(!) as completed

marked the checklist item **Add File Uplaods(!)** as completed
maxi commented 2022-03-14 20:51:55 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

mentioned in commit eecd6389f7

mentioned in commit eecd6389f794eeb646f776c837d5ec1f72227bb2
agnes commented 2022-10-17 14:49:20 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Re-Nr. auf Erfassungsstempel anzeigen as completed

marked the checklist item **Re-Nr. auf Erfassungsstempel anzeigen** as completed
maxi commented 2022-11-29 16:42:18 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

...@agnes hast Du eine Zeiteinschätzung dazu ("Verfahrensdokumentation") oder wollen wir doch eines der bestehenden Angebote in Anspruch nehmen?

...@agnes hast Du eine Zeiteinschätzung dazu ("**Verfahrensdokumentation**") oder wollen wir doch eines der bestehenden Angebote in Anspruch nehmen?
maxi commented 2023-07-30 12:17:33 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

Hallo @agnes, ich schlage also vor, externe Hilfe in Anspruch zu nehmen, bevor uns das FA oder Datenschutzbeauftragte zerlegen (siehe auch Ticket 21987).

Hallo @agnes, ich schlage also vor, externe Hilfe in Anspruch zu nehmen, bevor uns das FA oder Datenschutzbeauftragte zerlegen (siehe auch [Ticket 21987](https://inmax.weber-bodman.de/tickets/tickets/view/ticketsByDate/30.07.2023/ticketsByDir/outgoing/id/21987)).
agnes commented 2023-08-21 10:45:35 +02:00 (Migrated from gitlab.weber-bodman.de)
Copy link

ich hatte einen recht guten Vortrag hierzu und wenn es diese Woche ruhig bleibt, setze ich es um

ich hatte einen recht guten Vortrag hierzu und wenn es diese Woche ruhig bleibt, setze ich es um
maxi commented 2024-01-19 20:05:01 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

mentioned in issue #419

mentioned in issue #419
maxi commented 2024-01-19 20:05:44 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

@agnes siehe #419 - es gibt ein gutes muster dazu im angehängten fachartikel.

@agnes siehe #419 - es gibt ein gutes muster dazu im angehängten fachartikel.
maxi commented 2024-01-19 20:24:32 +01:00 (Migrated from gitlab.weber-bodman.de)
Copy link

marked the checklist item Sammelrechnungen as completed

marked the checklist item ****Sammelrechnungen**** as completed
Sign in to join this conversation.
No Branch/Tag specified
Branches Tags
dev
line-icons
master
order-categories
v1.1
Labels
Clear labels   
Bug

   
CAD

   
critical

   
discussion

   
efficiency

   
enhancement

   
feature

   
Handwertig

   
important

   
improvement

   
Prio

   
Produktion
Leitplanung, Projektion und Kontrolle

  
Progress

   
suggestion

   
Supply Chain

   
usability
No labels
Bug
CAD
critical
discussion
efficiency
enhancement
feature
Handwertig
important
improvement
Prio
Produktion
Progress
suggestion
Supply Chain
usability
Milestone
Clear milestone
No items
No milestone
Projects
Clear projects
No items
No project
Assignees
Clear assignees
No assignees
1 participant
Notifications
Due date
The due date is invalid or out of range. Please use the format "yyyy-mm-dd".

No due date set.

Dependencies

No dependencies set.

Reference
maxi/inmax#281
No description provided.