Invoice Ninja extras to develop

What do we need? – to reduce manual data entry and exchange information (invoices) via web portal. As there are always 3 users (bank, buyer and supplier) there must be 3 dashboards as well. What we already have is well functioning standalone workflow platform but invoicing is still time – consuming extra job for every user. In addition, the parties do not have on-line information on what is happening with the invoices after presentation. Supplier and bank need to know the final payable amount (the invoices are subject to set-off) and the basis of the set-off. The buyer needs to know which invoices are financed by the bank and which are payable to another bank account etc. [login to view URL] Today’s InvoiceNinja: 1. „Dashboard“ is needed by the bank, buyer and supplier. All users need to see as of the date/periodically the amount of average invoice, number of presented invoices, the balances of all statuses – not-confirmed (presented)/credit/confirmed/financed invoices. 2. „Clients“ is needed by every user in order to have a (legal) ground for importing/exporting invoices to portal. Only bank can insert this kind of information (after conclusion of the contract). 3. „Products“ - not needed. 4. „Invoices“ – needed by every user. Statuses are confirmed/not confirmed/financed. As it is standalone portal we won’t update the other statuses like paid or unpaid. Confirmed status may include additional information regarding credit invoices, the buyer must have an option to insert such kind of information to the portal. The header of the view or file must be such that it can be easily exported and imported from one system to another. There should be 2 import options all invoices or selected ones. In invoices view, there should be also possibility to export invoices to csv and xls format. 5. Payments – not needed. 6. Recurring – not needed. 7. Credits – needed by every user. There must be possibility to link a specific credit note to a regular invoice and reduce the amount of the regular invoice accordingly. All users need to know the credit note number and amount that is set off against specific regular invoice in the settlement of accounts. 8. Reports – type “Invoice”, status - confirmed/not confirmed/financed, needed by all users periodically. Other options are not important.