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I have build a D7 site functioning as a an accounting software (simple version of QuickBooks or equivalent).
I am a sole trader (builder/handyman) and for the last year or so I have managed to get enough of a functions from QB that I could become totally dependent on it and ditch QB altogether. By no means it is as robust as QB or Xero, but it seems to be pretty functional for small traders like myself.
Main features are:
- NO CUSTOM CODE (I can't code :)), site build on Views/Panels/Pages/Rules/VBO. I prefer to use modules only in stable version. So some of the functionality has been sacrificed in order to keep the site as lean as possible.
- double entry accounting
- reporting (accrual or cash) - cashflow and income/expense reports - reports are very basic, but do the trick
semi automatic sync with a bank account (at this point I have to export my bank transactions into CSV and than import that into my system)- automatic categorization of transactions based on matching by a keyword found in transaction details
- invoicing
invoices accessible to customers online- time/job tracking
As I mentioned above, I have been using this system for over a year, and all seems to work as expected. I have run it for a while as a duplicate to my QB, just to see I am getting the same numbers. And I do :).
Since I built this site, I've been prompted to release it as a distribution - which has been a whole new learning curve. which turned out to be fail. My plan B instead of releasing a distro is to release it as a features module. That means some additional setup at the beginning, but hopefully a working way of sharing this site.
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