I am an accountant and just thinking of a project which involve record keeping with bank, expenses, incomes etc using Cobalt. Of course this will be a custom made project and that is why I am not using existing accounting software.
I would like to create a site where users will be able to login and keep track of their personal expenses and incomes. I though that cobalt with some modifications could accomplish this task.
My questions are:
1)I believe that with cobalt you can have private records so that no-one can see. (is it also possible to give view access to some users without giving them moderator access)?
2) My thinking was to create (lets say bank account etc) using sections as accounts and types to submit transactions. I will use parent and child field to connect lets say expenses with the Bank and income with Bank(does this sounds logical?)
3) Is it possible to have an option field where user will be able to select and determine time interval which with a cron job the forms data will be regenerate? (this is for setting up standing orders for recurring expenses)
4) I will use status field to determine if an expenses is paid and if yes the with selection field I will determine if the payment was done with cash or from the bank. An sql query will perform the necessary transaction to modify the balances.
5) I know there is an option to unpurplish records in a number of days. Is it possible to do this but instead of unpurplish, to archive the records?
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I am an accountant and just thinking of a project which involve record keeping with bank, expenses, incomes etc using Cobalt. Of course this will be a custom made project and that is why I am not using existing accounting software.
I would like to create a site where users will be able to login and keep track of their personal expenses and incomes. I though that cobalt with some modifications could accomplish this task.
My questions are:
1)I believe that with cobalt you can have private records so that no-one can see. (is it also possible to give view access to some users without giving them moderator access)?
2) My thinking was to create (lets say bank account etc) using sections as accounts and types to submit transactions. I will use parent and child field to connect lets say expenses with the Bank and income with Bank(does this sounds logical?)
3) Is it possible to have an option field where user will be able to select and determine time interval which with a cron job the forms data will be regenerate? (this is for setting up standing orders for recurring expenses)
4) I will use status field to determine if an expenses is paid and if yes the with selection field I will determine if the payment was done with cash or from the bank. An sql query will perform the necessary transaction to modify the balances.
5) I know there is an option to unpurplish records in a number of days. Is it possible to do this but instead of unpurplish, to archive the records?