Topic: Proposal for adding "tags" to Accounts and Dimensions
I want to propose a small feature to FrontAccounting that I think could be helpful for its users. I'm happy to do the implementation myself, but I wanted to submit the idea here so that I could get others' feedback and direction. Please let me know what you think!
I propose that FrontAccounting support a method of adding, editing and deleting arbitrary numbers of “tags” to both Accounts and Dimensions. These tags could then be used to generate more sophisticated reports.
Why this would be useful? Here are a couple examples:
For Accounts: Most organizations need to generate different kinds of reports for different people inside or outside the organization. For example, if an organization had an Internship Director, he might want to see all activity related to internship accounts, but is not concerned with the rest. Thus, we could tag every internship-related account with a tag called “internship.” We'd then run reports filtered by that tag.
For Dimensions: Similarly to above, a regional director may want to see all financial activity related to his local cost centers, but not those outside his region. We could tag dimensions in his region accordingly, and then generate a report for him that would quickly show him the information he needs.
Now, in both of these cases, we could generate this same data by writing custom reports, but these reports would need to be updated whenever an additional relevant account or cost center is added or deleted. In addition, if multiple reports are generated for one of the individuals mentioned above, the problem becomes increasingly complex and error-prone.
I've written up a full proposal that contains details on UI and database changes:
I'm very eager for your feedback. Is this something that could be accepted into the core code? Do you have alternative suggestions?
Note: I'll be going on vacation in two days for a week, so if I don't reply right away, it's not for lack of interest
Thanks very much for your time!