Uploaded image for project: 'LIMS'
  1. LIMS
  2. LIMS-3072

Billing. Statement export to Xero, Solis, Pastel

    Details

    • Type: Improvement
    • Status: Open
    • Priority: Major
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:

      Description

      Three types of Invoices are to be re-factored for the Senaite code base

      • Periodic Statements
      • Sample Invoice per individual sample,
      • Batch Invoices

      We only cover the first here:

      Statements

      Labmanager users compile periodic invoice staements in Bika, say monthly or weekly, that can then be printed or exported.

      • The user selects a start and end date
      • A Statement includes 1 detail line per Sample verified in the selected period
      • The detail lines contain data like Sample ID, Sample Type, Clients Sample ID (CSID), Date Received, Date Verified, Price
      • All applicable are hyperlinked to their corresponding pages in the LIMS
      • Once the statement batch completed, authorised users can drill down on each, say to handle queries.
      • and Print individual statements, or the whole batch
      • Export the batrch of statements in a format set up in the LIMS configured, in this case Xero, later also Solis, Quickbooks, Pastel and ERPs

        Activity

        Hide
        lemoene lemoene added a comment -

        the state of it in a 1.2.8 version

        The selected period included Published ARs/Samples for 3 Clients

        Show
        lemoene lemoene added a comment - the state of it in a 1.2.8 version The selected period included Published ARs/Samples for 3 Clients

          People

          • Assignee:
            lemoene lemoene
            Reporter:
            lemoene lemoene
          • Votes:
            0 Vote for this issue
            Watchers:
            5 Start watching this issue

            Dates

            • Created:
              Updated: