Plone Ledger

Plone 3 Ledger application, to perform basic accounting tasks from within Zope. Uses Plone 3, Archetypes to maintain accounts, debits, credits, and invoices.

Project Description

PloneLedger:  is intended to be a basic accounting application for use within the Zope framework, for easier communication with zope/plone monetary applications.  Has Archetypes based Ledgers, Accounts, Invoices, and manages double entry bookkeeping.  Uses Plone 3 technologies, and hopes to be forward looking to new features as they become available. 

Receiving any monies on Plone must then be communicated to an accounting application in some fashion.  I found no application to communicate with any pre-existing accounting application, and I really wanted 2 way communication so that I could let users know how much they owed the site on log in.

Currently the project is in Alpha phase, with most of the building blocks in place.  I can create a Ledger, and Accounts (Accounts_Receivable, Accounts_Payable, Cash), enter credits or debits, which automatically create their paired transaction.  Statements will be created by workflow, and are kept track of by worklists, rather than relying on reports, so that overdue accounts can be managed as they come up, and our Accounts Managers can manage over due and collections accounts as they come up.

I am currently looking for volunteers to help, even with just ideas of things that should be done differently.  The base objects are mostly completed, but the page_templates have not been completed to give us our views.  Also we will need some basic reports.  The project relies on a catalog for reports, and tracking, so this should be easy to manage, and to extend.