Difference between revisions of "WorkFerret"

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(project manager link; status update)
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==About==
 
==About==
[[WorkFerret]] is an application for tracking billable work done for different clients, generating invoices, and recording payments. It is essentially a special-purpose [[accounts receivable]].
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[[WorkFerret]] (WF) is an application for tracking billable work done for different clients, generating invoices, and recording payments. It is essentially a special-purpose [[accounts receivable]].
 
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==History==
'''Status''': Working version originally written in [[MS Access 97]] has been ported to web as a [[MediaWiki extension]] and used by the developer for several years. Code needs to be made available on [[GitHub]].
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WF was originally written in [[MS Access 97]], and ported to PHP as a [[MediaWiki extension]] sometime around 2005-2010. The code was first posted on [[GitHub]] in May 2015 (see [[#Links]]). As of 2017 I am porting it as a [[Ferreteria]] drop-in module.
 
===Features===
 
===Features===
 
* Ways of entering work done:
 
* Ways of entering work done:
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** Keeps track of which rates are used for which clients (with client-specific description)
 
** Keeps track of which rates are used for which clients (with client-specific description)
 
** Global rates also listed for all clients
 
** Global rates also listed for all clients
* Generates invoices (TO DO)
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* Invoice generation
 
** keeps track of which sessions have been invoiced to prevent double-billing for a session
 
** keeps track of which sessions have been invoiced to prevent double-billing for a session
 
** automatically totals session costs, doing whatever math is needed
 
** automatically totals session costs, doing whatever math is needed
** formats as HTML table (copy/paste into word processor document with letterhead) or as PDF ready to send
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** formats as HTML table (copy/paste into word processor document with letterhead)
 
===Future===
 
===Future===
* Should be able to sync with payments in [[FinanceFerret]] (using a pre-designated category or equity account)
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* Generate complete invoice (currently requires existing document to use as a template, copy/paste data from browser into doc)
==Code==
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* Sync with payments in [[FinanceFerret]] (using a pre-designated category or equity account)
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==Technical==
 
* [[/tables]]
 
* [[/tables]]
 
==Links==
 
==Links==
* [http://bugs.hypertwins.org/projects/work-ferret project manager]
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* '''Repository''': WorkFerret is now part of the '''{{l/wooz|Greenmine}}''' project
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* [[wooz:WorkFerret|portfolio page]]
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* [http://rm.vbz.net/projects/workferret project on VBZ Redmine] ([http://bugs.hypertwins.org/projects/work-ferret old])

Latest revision as of 12:26, 10 March 2020

About

WorkFerret (WF) is an application for tracking billable work done for different clients, generating invoices, and recording payments. It is essentially a special-purpose accounts receivable.

History

WF was originally written in MS Access 97, and ported to PHP as a MediaWiki extension sometime around 2005-2010. The code was first posted on GitHub in May 2015 (see #Links). As of 2017 I am porting it as a Ferreteria drop-in module.

Features

  • Ways of entering work done:
    • Stopwatch for timing a work session
    • Manually correct start/stop times
    • Manually enter adjustments to work session total (add or subtract)
      • e.g. to allow for distractions (minus), or forgetting to start the clock at first (plus)
    • Manually enter start or stop times
    • Manually enter total time in session
    • Manually enter flat amount to charge
  • Allows different hourly rates
    • Keeps track of which rates are used for which clients (with client-specific description)
    • Global rates also listed for all clients
  • Invoice generation
    • keeps track of which sessions have been invoiced to prevent double-billing for a session
    • automatically totals session costs, doing whatever math is needed
    • formats as HTML table (copy/paste into word processor document with letterhead)

Future

  • Generate complete invoice (currently requires existing document to use as a template, copy/paste data from browser into doc)
  • Sync with payments in FinanceFerret (using a pre-designated category or equity account)

Technical

Links