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Financial Reports #13

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curtisdelicata opened this issue Sep 27, 2023 · 0 comments
Open

Financial Reports #13

curtisdelicata opened this issue Sep 27, 2023 · 0 comments

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@curtisdelicata
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curtisdelicata commented Sep 27, 2023

Background:
Financial reporting is a crucial aspect of any accounting system, enabling businesses to analyze their financial performance, make informed decisions, and meet regulatory and stakeholder reporting requirements.

Goal:
The goal of this issue is to implement a comprehensive financial reporting feature in Liberu Accounting, enabling users to generate and analyze financial reports effectively.

Tasks:

Report Types and Structure:

Design and define various financial report types, including balance sheets, profit and loss statements, cash flow statements, trial balances, etc., and establish their structure.
Data Extraction and Aggregation:

Implement functionality to extract and aggregate financial data from the system's database to generate accurate reports.
Report Generation:

Develop the capability to generate financial reports based on predefined report types, date ranges, and other user-defined parameters.
Customization:

Enable users to customize report layouts, headers, footers, and include or exclude specific data elements according to their preferences.
Export and Sharing:

Implement features to export generated reports in various formats (PDF, CSV, Excel) and enable users to share them with stakeholders.
Visualization:

Enhance reporting by incorporating visualization elements like charts and graphs to provide a clear representation of financial data.
Acceptance Criteria:

Users should be able to generate various financial reports (e.g., balance sheets, profit and loss statements) accurately and efficiently.
The system should allow customization of report layouts and parameters to cater to specific reporting needs.
Generated reports should be exportable in multiple formats and shareable with stakeholders.
Financial data should be presented clearly and effectively through visualization elements in the reports.
Additional Information:

Effective financial reporting is crucial for Liberu Accounting users to gain insights into their financial performance and make informed decisions.
The implementation should follow best practices, adhere to accounting standards, and provide a seamless user experience.

@curtisdelicata curtisdelicata changed the title Reports Financial Reports Sep 27, 2023
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