Improvements to reports

March 28, 2023
Megan Strydom

1) Exclude payments from Quotes and Invoices graph:
I recently took a rental deposit for one of my studio spaces. To formalise the deposit request/so they would have a record/to provide bank details, I invoiced for it, and because of that, the amount shows up in my reports (obviously!), but it isn’t actually income. Would we be able to get a flag on invoices that causes them to not be counted by reports?
A flag, a checkbox to set it and a conditional in Reports (&& !Excluded)

Lower priority requests:

2) Add (optional) horizontal line to graphs to indicate break-even point. I’ve attached a quick mockup. chartjs-plugin-annotation will do this easily. However, IIRC, you use ChartJS v2, so this would need to be upgraded to =>3.0 to support chartjs-plugin-annotation.

3) Setting for Quotes and Invoices graph to display paid dates instead of created dates:
It’s more important for me to see the monthly totals of income rather than when invoices have been created.
I can imagine this as a switch under the graph, but could just as happily be added to the settings page.

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