Comments (14)
There are some questions that would help us:
1) What do you think about the produced reports being saved to Google Drive?
2) What do you think about scheduling the generation of reports, say, monthly
or weekly, and being sent to a list of predefined emails?
Would you mind help us with this questions, so we can move forward?
Thanks
Original comment by [email protected]
on 13 Sep 2014 at 12:00
- Changed state: Accepted
from bkper-issues.
Original comment by [email protected]
on 13 Sep 2014 at 12:01
- Added labels: Type-Enhancement
- Removed labels: Type-Defect
from bkper-issues.
1) Saving it to Drive would be ideal. This way they are ensured to be backed up
somewhere safe.
2) This is what I imagined would happen. Have a setup screen to select what
accounts or groups are to be included in the report, how frequent it should be
generated, and who it should be sent to.
Original comment by [email protected]
on 13 Sep 2014 at 2:50
from bkper-issues.
Also, these reports should include more than just graphs or charts. Ideally the
report should show the balance of each account at the beginning of the report
period, all the transactions that happened during the report period for each
account, and the final ending balance of each account at the end of the report
period.
This way we can have a good idea of how money was moved around during that time
period.
Original comment by [email protected]
on 13 Sep 2014 at 2:53
from bkper-issues.
Issue 4 has been merged into this issue.
Original comment by [email protected]
on 16 Sep 2014 at 2:39
from bkper-issues.
Original comment by [email protected]
on 26 Sep 2014 at 12:38
- Added labels: Priority-High
- Removed labels: Priority-Medium
from bkper-issues.
Original comment by [email protected]
on 26 Sep 2014 at 12:44
from bkper-issues.
We are developing an integration with Ultradox. A first example is already
woking.
You can go to http://www.ultradox.com and look for bkper tag to copy the
example.
After copy you should click at the script "reload" button to authorize (Better
guide comming soon).
The next examples will come with balances and charts.
Any feedback is welcome!
Original comment by [email protected]
on 26 Sep 2014 at 2:48
- Changed state: Started
from bkper-issues.
[deleted comment]
from bkper-issues.
The better guide: http://about.bkper.com/articles_ultradox.html
Original comment by [email protected]
on 27 Sep 2014 at 12:07
from bkper-issues.
Despite of the inicial version of Ultradox integration provided, that can work
for almost all cases, we will leave this Issue opened since we still
researching a simpler way, probably less powerful and flexible than Ultradox,
but can fit well simpler cases for the average non technical users.
Original comment by [email protected]
on 8 Oct 2014 at 6:13
from bkper-issues.
Just added "Update" Feature to Google Docs Add-on.
Now the inserted statements (charts and tables) are connected to bkper, so you
can update all at a time later.
This feature is very powerful if used with query variables ($d, $m, $y), so you
always get your report updated over time.
We will still let this Issue open until next steps:
- Autosend periodically (Each number of days or Months)
- Add ability to also insert transactions list, the same way it works on Sheets
Add-on
Feedbacks welcome!
Original comment by [email protected]
on 31 Oct 2014 at 12:45
from bkper-issues.
Released an Autosend feature on Google Docs Add-on to periodically update,
generate pdf report and send by email.
Original comment by [email protected]
on 7 Nov 2014 at 6:45
from bkper-issues.
Released Transactions Tab to Docs Add-on. Now users can also insert
transactions on document.
If the que query filters by one a permanent account, an additional column with
balances of that account will be added.
The basic feature is working. From now on the issues should be filled separated
so we will iterating over each one and releasing improvements.
Feedbacks are welcome so we can continue evolving the Add-on.
Original comment by [email protected]
on 19 Nov 2014 at 6:46
- Changed state: Fixed
from bkper-issues.
Related Issues (20)
- transaction pasted description not proper rendered HOT 2
- after authenticated, user can't access bkper site HOT 2
- description should not be enforced when editing transaction HOT 1
- Attach more than one file per transaction HOT 6
- QFX file processing
- [French Translation] Review
- Autocomplete not working when file is attached HOT 2
- Export to CSV ... better error message. HOT 1
- Make Hashtag replacement run after account discovery by name HOT 1
- Display group balances on left-hand menu HOT 19
- Report period balance and cumulative balance are misaligned by one unit of time HOT 5
- Account autocomplete on main search
- Can't load past transactions in bkper HOT 1
- Issues with bkper.com and mobile browsers HOT 2
- How can I switch of "predictions"? HOT 2
- Shutting Down of Application on iphone HOT 4
- Updating Autorecorded entries HOT 4
- Rename groups HOT 2
- App hangs, unusable. 403 from API even though I'm logged in HOT 7
- bkper is deleting my new accounts in the template HOT 3
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