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Project *AFC ai genetic for bench sales APPFORSOLARArrow LogisticsArtificial Intillegence » Algo Trade Automation » Algo Trade Manual » Bulk mail Automation with web interface » Bulk Mail Service For Bench Sales » Code Generation Tool » Cold Emailing Automation (AI-Driven) » Invoice Inventory Automation » invoice to inventory for evergreen » Test Automation » What's app Bulk messaging with AI agents » Zelle Payment for evergreenAsk RideBowls&blendsCharan Technologies _ DevelopmentEver green Farms USA (static website)Evergreen farms (pos)Evergreen React ApplicationFinwareHackthonLucky BraidsMy Produce StandNexPumpNexZen Printer AgentNoxa_JewelleryOffice Requirments » Daily Tasks For Madhu » Employees requirements » Recruitment senior mern stack developer » Red MIne Speed » Senior Mern Stack DeveloperOPT - (USA) UpdatesQA TestersRare FruitsRegal SolarRegal Solar DMRegal Solar Energy_ ReactReliance Home Builders_ reactRemit2AnyRestaurant POSRSVPRushi GardensRV_ EngraverSoloar AppSri Farms _ DMSri_FarmsSuthra OneSuthra QNova LabsTech FourceTechnical RequirementsTechy_DevelopmentTechy_POS Travel Matex
Tracker *Bug Feature Support Testing
Subject *
Description Edit 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.
Status New
Priority *Low Normal High Immediate
Assignee Ajit AChandra SekharDivya InapakurthiKarthik PalakondaPavan Kumar MuralaRavi Shankar PalleSai MahanandaSai Priyatham SadineniTeja Sriram SanganiYalavarthi Thriveni
Target version Sprint2(12/08/2025 - 12/19/2025) Backlog Sprint4 (01/05/2025 - 01/16/2025)
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