openerp-expert-accounting team mailing list archive

["Borja López Soilán (Pexego)" <borjals@xxxxxxxxx>]

Ferdinand Gassauer escribió:
> Hi!
>
> Now we get new forms with nice search views (apart the issue how to recognize 
> pushed buttons)
>
> I want to point to the fact that for a manager the buttons found in
> Accounting / Reporting / Statistic reporting
> are not useful ENOUGH !!.
>
> invoice analysis
> * 365 days - what about 366 days ?
> * 30 days - what about 28/29/31 days ?
> * 7 days
> does it really mean the last 365 days - does someone need this
> I don't.
> or do we need what is mentioned below ?
>
> entries analysis
> * this year - hopefully fiscal year ?
> * this month 
>
> IMHO for a manager this selection is almost useless.
> what he would really need (also) is 
> * last year
> * last month
> * last quarter
> because that's what a manager is looking when he comes to office at the 
> beginning of the next period (month / year / quarter)
>
> I also want to recall that many if not all business will 
> * invoice outgoing sales during the first days of the next period forcing the 
> old period
> * receive incoming invoices during the first days of the next period forcing 
> the old period
>
> IMHO it is mandatory to add useful buttons.
>
> I assume this issue will be general for all modules.
>
> Opinions ?
>   

+ 1, usually we don't want to see the last X days, but the last month.

I would vote for this default filters on the 
analytic/financial-accounting-based analysis:

   * This period. (default)
   * This fiscal year.
   * Last period.
   * Last fiscal year.

And this ones for everything else (sales / purchases analysis):

   * This month. (default)
   * This quarter.
   * This year.
   * Last month.
   * Last quarter.
   * Last year.


--
Borja López Soilán
borjals@xxxxxxxxx

Pexego Sistemas Informáticos S.L.
Avenida de Magoi 66 - 27002 Lugo (España)
Tel./Fax 982801517
http://www.pexego.es 


AVISO LEGAL - CLÁUSULA DE PRIVACIDAD
Este mensaje se dirige exclusivamente a su destinatario y puede contener información privilegiada o confidencial. Si no es usted el destinatario indicado, queda informado de que la utilización, divulgación y/o copia sin autorización está prohibida en virtud de la legislación vigente. Si ha recibido este mensaje por error, le rogamos que nos lo comunique inmediatamente por esta misma vía y proceda a su destrucción.