Feature #8714
openExpenses Module Enhancements
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Updated by Divya Inapakurthi 7 days ago
Financial Accuracy (Anti-Double Counting): Implemented a smart reconciliation logic that automatically excludes "One-time" card purchases from main totals to prevent inflation when monthly credit card settlements are also recorded.
New Dashboard Metric: Added a "Pending Consolidation (Card)" stat card to provide real-time visibility into individual card expenses that are awaiting month-end reconciliation.
Accounting Granularity: Re-engineered the payment system to separate "Credit Card" and "Debit Card" as distinct methods, allowing for more precise financial reporting and bank statement matching.
Data Integrity & Compatibility: Updated the backend schema to support new card types while maintaining full backward compatibility with existing legacy records.
UX Standardization: Unified payment method labeling and formatting across the entire module (List View, Details Page, and Creation Modal) to ensure a consistent user experience.
Optimized Default Views: Refined the initial filter states (e.g., defaulting to "All" status) to ensure managers see a comprehensive overview of expenses immediately upon page load.