Skip to content
GitLab
Projects Groups Snippets
  • /
  • Help
    • Help
    • Support
    • Community forum
    • Submit feedback
    • Contribute to GitLab
  • Sign in / Register
  • Tryton Tryton
  • Project information
    • Project information
    • Activity
    • Labels
    • Members
  • Repository
    • Repository
    • Files
    • Commits
    • Branches
    • Tags
    • Contributors
    • Graph
    • Compare
  • Issues 712
    • Issues 712
    • List
    • Boards
    • Service Desk
    • Milestones
  • Merge requests 82
    • Merge requests 82
  • CI/CD
    • CI/CD
    • Pipelines
    • Jobs
    • Schedules
  • Deployments
    • Deployments
    • Releases
  • Analytics
    • Analytics
    • Value stream
    • CI/CD
    • Repository
  • External wiki
    • External wiki
  • Activity
  • Graph
  • Create a new issue
  • Jobs
  • Commits
  • Issue Boards
Collapse sidebar
  • TrytonTryton
  • TrytonTryton
  • Issues
  • #3695
Closed
Open
Issue created Feb 20, 2014 by Raphaël Hertzog@rhertzog

Support recurring moves and recurring invoices

A lot of my expenses are (almost) the same each month/quarter and it would be
nice if Tryton could help me to manage those more efficiently than requiring me
to find the old invoice or old move, to click on duplicate and then to edit the
required data.

We should be able to pick an existing invoice or account move and then activate
a menu entry "Manage recurrence..." or something like that. This would record
this invoice or move as a template to create further copies. We should be able
to define the recurrence (daily, weekly, monthly, quarterly, yearly) and then
pick the day of the period to use for each new occurrence.

There should be a new action to create new invoices/moves based on those
templates. By default it should offer to create all invoices/moves with dates in
the past, however we could also select some of the other templates in order to
pre-create the invoices/moves.

For reference, I attach screenshots of the corresponding feature in SQL-Ledger.

For recurring invoices, it should be possible to include the payment information
in the template as well (typically when the amount is always paid by credit card
or by automatic bank withdrawal).

Files

Download Creator Timestamp Type
sql-ledger-config-recurrence.png @rhertzog 2014-02-20 09:52:36.813000 UTC image/png
sql-ledger-apply-recurrence.png @rhertzog 2014-02-20 09:52:57.188000 UTC image/png
To upload designs, you'll need to enable LFS and have an admin enable hashed storage. More information
Assignee
Assign to
Time tracking