[Noisebridge-discuss] accounting software / websites

Daniel González Gasull daniel at djansoft.com
Mon Oct 11 04:16:36 UTC 2010


My suggestions:

http://outright.com for accounting.

http://shoeboxed.com for receipts.

They integrate with each other and with bank accounts.

HTH.

On Sat, Oct 9, 2010 at 3:49 PM, Katy Levinson <katy at hackerdojo.com> wrote:
> Hey, Katy here from Hacker Dojo.
>
> I got pinged on this thread as to how the Dojo handles
> billing/accounting/the making of awesome graphs, and to see if the system
> might work for Noisebridge.
>
> The answer seems like pretty much yes, our system will work for you if you
> want it.  System overview is we integrated a few services to do this:
> Spreedly, Mint, and a little in-house code.  Long story short the money
> comes in Spreedly, which also handles billing, and we do our financial
> planning with the data collected in mint.  The in-house code (on github) is
> what activates logins/member accounts/emails/RFID keys/mailing lists, and a
> lot of stuff Noisebridge already has covered.  Mint is free, and we pay
> about 15 dollars a month to Spreedly for the honor of not having our
> treasurer hate herself.  Honestly, I don't know how we could do the 180
> active subscribers we right now have otherwise.
>
> Let me go item by item
>
> import and reconcile transactions from Wells Fargo, Paypal & Square.
>
> Yes and no. We have everybody sign up for a Spreedly account, and they
> manage their transactions from that.  They can use a payment gateway of
> their choice, including a credit card or paypal. You put the money collected
> in a bank, but I don't think it takes directly from transfers from Wells
> Fargo, though I could be wrong. It totally permits you to manually add time
> though, so if your treasurer gets checks they are super easy to add.
> Spreedly is based mostly around the concept of time, that you have paid x
> dollars for y days of subscription, however it comes in, and that most
> changes are adding to or subtracting from that time.
>
> keep repeating invoices for membership dues and an option to have the member
> invoiced automatically via email.
>
> Yes, it does that. Normally it just collects the money via whatever gateway
> you told it to and then informs the subscriber that it did it.
>
> some smart suggestions to reconcile incoming transactions with their
> matching invoices (xero is betarded at this. It searches only by amount, not
> by name and amount)
>
> Everything in Spreedly is arranged by subscription, including the
> invoices/payments, so this problem is designed out.
>
> custom categories for flagging transactions as various types of expenses and
> income to make taxes easier
>
> Mint does this.  Hook it up to the bank account Spreedly feeds.
>
> some reasonably convenient way to output data (graphs and reports would be
> nice, but good clean csv files would do. I can matplotlib that shit.)
>
> Mint does this, both in the pretty graphs department and the CSV file
> department. We did, however, want a better way to track things from a
> subscription perspective so a member hacked this up for us
> http://www.dustball.com/account/txns/dojo It is probably the only chunk of
> code that runs the dojo that isn't on github other than our API keys, but
> the guy who made it is pretty nice, and if for some reason he doesn't want
> to give you the code I'm sure he'd set up an automatic graph for you too.
>
> clear tracking of unpaid invoices
>
> Spreedly does this. If an invoice fails it whines at you.
>
> reasonably forgiving and customizable system (i.e. xero won't let you delete
> invoices once created, you can only mark them invalid. Not A Feature.)
>
> All the invoices are automagicly sent, and Spreedly thinks of everything as
> a subscription. Subscriptions you can do whatever you like with (including
> manually adding time or making it another kind of subscription), but we
> don't muck with the individual invoices unless somebody forgot to cancel
> their subscription and we need to refund them.
>
> generate receipts easily
>
> Members get an email when stuff is changed on their account... a bill goes
> through, and you can make them set for "time added" I believe.
>
> web-based or linux-compatible local app. Some sort of remote data storage
> and ability to access from multiple machines is required.
>
> Spreedly and Mint are web-based.  Our code is thrown on Google App Engine.
>
> And the optional stuff:
>
> direct access to the full details of paypal or square transactions (i.e.
> notes to the payee, etc)
>
> Not sure on this one. :(
>
> really smart algorithms for invoice reconciliation, alteration and deletion
> (i.e. delete invoices for this member during these dates or change the
> invoice amount on individual invoices without affecting repeating invoices)
>
> We do this by switching people from one subscription plan to another, or by
> manually adding time to the account.
>
> an interface which isn't bleeding edge flash that trips up in Linux.
>
> Fuck flash. I run Linux, and the system works great.  If you really have
> strong UI feelings though, both Spreedly and Mint have some pretty sweet
> APIs.
>
> Anyway, hope that helps you guys, and if there is anything else we can do to
> help out please tell us!
>
> David, best of luck with your new space, and please take any code you might
> find useful: http://github.com/hackerdojo
>
> Katy
>
> On Tue, Oct 5, 2010 at 7:23 PM, Christie Dudley <longobord at gmail.com> wrote:
>>
>> You mentioned you put together some software for the Dojo?  Does it do
>> this stuff?
>>
>> Christie
>> _______
>> But wait... there's no FCC on the moon!
>>
>>
>>
>>
>> ---------- Forwarded message ----------
>> From: Kelly <hurtstotouchfire at gmail.com>
>> Date: Tue, Oct 5, 2010 at 4:47 PM
>> Subject: [Noisebridge-discuss] accounting software / websites
>> To: Noisebridge <noisebridge-discuss at lists.noisebridge.net>
>>
>>
>> Wherein you are invited to disclose your opinions on things you will
>> never take any action on yourself! A rare Noisebridge opportunity!
>>
>> Here's the deal:
>> I, your new treasurer, already hate xero.com (our current bookkeeping
>> system). I'm planning to finish out 2010 using xero, but I'll have a
>> good 9 months of 2011 to look forward to, and they could be accounting
>> bliss. That's the fantasy.
>>
>> Here are features we need:
>> -import and reconcile transactions from Wells Fargo, Paypal & Square.
>> -keep repeating invoices for membership dues and an option to have the
>> member invoiced automatically via email.
>> -some smart suggestions to reconcile incoming transactions with their
>> matching invoices (xero is betarded at this. It searches only by
>> amount, not by name and amount)
>> -custom categories for flagging transactions as various types of
>> expenses and income to make taxes easier
>> -some reasonably convenient way to output data (graphs and reports
>> would be nice, but good clean csv files would do. I can matplotlib
>> that shit.)
>> -clear tracking of unpaid invoices
>> -reasonably forgiving and customizable system (i.e. xero won't let you
>> delete invoices once created, you can only mark them invalid. Not A
>> Feature.)
>> -generate receipts easily
>> -web-based or linux-compatible local app. Some sort of remote data
>> storage and ability to access from multiple machines is required.
>>
>> Here are features that would make me especially super happy:
>> -direct access to the full details of paypal or square transactions
>> (i.e. notes to the payee, etc)
>> -really smart algorithms for invoice reconciliation, alteration and
>> deletion (i.e. delete invoices for this member during these dates or
>> change the invoice amount on individual invoices without affecting
>> repeating invoices)
>> -an interface which isn't bleeding edge flash that trips up in Linux.
>>
>> Ideas?
>>
>> -Kelly
>> _______________________________________________
>> Noisebridge-discuss mailing list
>> Noisebridge-discuss at lists.noisebridge.net
>> https://www.noisebridge.net/mailman/listinfo/noisebridge-discuss
>
>
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