Integration with bookkeeping system (SZ-78)
Artur Hefczyc opened 3 months ago

There are a few features I would like to have to avoid work duplication:

  1. Syncing time records
  2. Generating invoices (contractor for us and us for our customers)

This is probably more distant work and we would need to have some API or REST API. Not sure what would be the best way to approach. Every bookkeeping system has different APIs. We now use QBO, but maybe there is a way to prepare it in more generic way to allow for easier integration with other CPA systems.

  • rk@tigase.net referenced from other issue 1 month ago
  • rk@tigase.net referenced from other issue 1 month ago
  • rk@tigase.net referenced from other issue 3 weeks ago
  • rk@tigase.net commented 1 week ago

    Phase 1 — Billing Statement Export (near-term) Sztab already has time tracking (SZ-71). The missing piece is a billing rate per user per project, which is a small schema addition. With that in place, Sztab can generate a monthly billing statement: grouped by calendar month, with hours × rate and subtotals - exportable as PDF or CSV. This is the "copy-paste into your invoicing system" path, and it's buildable quickly.

    Phase 2 — Native Invoice Entity (medium-term) Sztab generates and stores invoices directly: line items pulled from time entries, a Draft => Sent => Paid status lifecycle, PDF rendering, and a shareable link. This makes Sztab the source of truth for contractor-to-Tigase billing - which is exactly our use case.

    Phase 3 — QBO Sync (longer-term) As we discussed separately, a provider-agnostic bookkeeping integration layer (QBO first, extensible to Xero etc.) would push finalized invoices out to the accounting system automatically. No double-entry.

    I'd suggest starting with Phase 1 as a near-term addition: it has immediate practical value and the groundwork is already there. Happy to scope it formally if you'd like it on the roadmap.

issue 1 of 1
Type
New Feature
Priority
Normal
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Reference
SZ-78
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