Show open receivable and payable balances on separate report tabs, and include each list in an Excel export.
Co-authored-by: Cursor <cursoragent@cursor.com>
Save a system tracking number on each income and expense, reuse the full contact dialogs for a new party, and create, rename, or delete categories only from the categories tab.
Co-authored-by: Cursor <cursoragent@cursor.com>
Partial receipts and payments stay tied to a customer, company, or user, and the open balance is listed on the income and expense screens.
Co-authored-by: Cursor <cursoragent@cursor.com>
Accounts can be edited, including the opening balance, and finance sections and accounts can be granted on a role or on one user. The finance menu stays hidden when the organization module is disabled.
Co-authored-by: Cursor <cursoragent@cursor.com>
Link optional invoice and cheque settlements to cash accounts, and let superadmin enable the finance module per organization.
Co-authored-by: Cursor <cursoragent@cursor.com>
Keep booked income and expense separate from cash balances, with installments, recurring items, and reports.
Co-authored-by: Cursor <cursoragent@cursor.com>
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