Ergonomics #798
Description
Interface in general
- bugfix: allow vertical scroll in sidebar #1026 : Sidebar vertical scroll on small screens
- Add custom list views #810 Add ability to save list item views, available in the left navigation tree, persist filters
- Add ability to save reports, available in the left navigation tree, persist filters
- ux: allow to view attached files directly #1028 : Ability to view PDF files (either in native viewer or inside the app) without having to download them
Reports / Journal Entries
- Allow to have any value in the journal entry type of entry
- In the list, add column to show total amount for the journal entry
- Add a column for the debit account(s) and the credit account(s)
- Allow to configure visible columns
Balance sheet / Profit and Losses
- click on a row show the general ledger filtered for that specific account
- feat: Add opening and closing balances for balance sheet and profit and loss reports #1032 : show opening entries
- feat: Add opening and closing balances for balance sheet and profit and loss reports #1032 : show closing (opening entries + current entries)
General Ledger
- ux: better selection of time periods for reports #1031 : Better selection of time period
- feat: add opening balances to general ledger report #1029 : Show opening balances in general ledger
- Allow to configure visible columns
- If a group account is selected, show ledger entries for sub-accounts too
- Add column to show total account balance at this point in time
- Click on the ref should redirect to the item
- Click on the row should show related entries (when grouped or filtered by account)
- click on an amount would show the related journal entries that justify the amount
Configuration / account list
- Click on an account (the amount on the right) should redirect to the general ledger filtered on that account and all other filters unset.