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Informations about the package accounting

Accounting

Packagist Version Build Status

Analysis and generation of bookkeeping data according to Swedish standards.

Installation

Why?

Although it would be possible to build a general bookkeeping application on top of Accounting this was never the primary concern. The motivation for creating Accounting was to provide solutions for two scenarios:

  1. The need to generate bookkeeping data using templates (and possibly import to general bookkeeping).
  2. The need to analyze accounting data (possibly exported from general bookkeeping).

To enable import and export of bookkeeping data Accounting supports parsing and generating files in the SIE4 file format.

Usage

  1. Generating accounting data using templates
  2. Handling monetary amounts
  3. Writing SIE4 files
  4. Parsing SIE4 files
  5. Querying accounting data
  6. Writing macros

Handling monetary amounts

Accounting uses Moneyphp to hande monetary amounts. More information on the money api can be found on their website. In these examples we need to format amounts, wich we do using the simple DecimalMoneyFormatter.

Generating accounting data using templates

First we create an accounting template. Values enclosed in curly braces {} are placeholders for values supplied at render time.

Create an account plan, a set of accounts.

And to render verifications we supply a list of translation values and the account plan.

Writing SIE4 files

Parsing SIE4 files

Querying accounting data

Listing accounts

Calculate book magnitude

Sorting transactions into a ledger (huvudbok)

An example of how Accounting may be used to sort transactions inte a ledger (or huvudbok as it is known in swedish).

Writing macros

Macros expose the posibility to extend the query api on the fly, without having to subclass the Query class itself. It is suitable for adding project specific order and filter methods. If we for example whant to filter on description we can define a macro for this:

And then use it to query accounting data:

Hacking

With composer installed as composer and phive installed as phive

Or use something like


All versions of accounting with dependencies

PHP Build Version
Package Version
Requires php Version ^7.1
byrokrat/amount Version ^2
Composer command for our command line client (download client) This client runs in each environment. You don't need a specific PHP version etc. The first 20 API calls are free. Standard composer command

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