Project name: Yohsta bookkeeping and accounting software.

Document title: Project coding schedule.

Estimated time: 5 months
Start date: 23/05/2024.
Finishing date: 23/10/2024.
Yohsta administrators’ side.
SN TASK NAME TIME STATUS

1. Language management module. 2 Days

- Coding the language module
- Translate all English words to Swahili words.

2. User authentication (Yohsta administrators). 10 Days

User roles and permission

- User role management.
- User permission management.
- Assign permission to roles.
- Manage assigned permission

User authentication.
- User registration.
- User login.
- Reset password

User profile management.

- Profile data
- Update profile.
- Change account password.

Employee registration.
- Dashboard information
- Register employee.
- Import imployee list (excel).
- Edit employee.
- View employees list.
- Delete employee.
- Print employee list (PDF).

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3. Dashboard information. 2 Days
- Information cards
- Dashboard charts and report.

4. Subscription Plan 10 Days

Plan features
- Dashboard information (info cards).
- Create plan features.
- View plan features.
- Update plan features.
- Delete plan features.

Billing cycles.
- Dashboard information (info card)
- Create billing cycles.
- Upload billing cycles (excel).
- View billing cycles.
- Edit billing cycles.
- Delete billing cycles.

Crete subscription plan

Mange subscription plan.
- Dashboard information (info cards).
- View plan
- Edit plan
- Delete plan

5. Subscriptions 2 Days
- Create subscription.
- Dashboard information (info cards)
- View subscription details.
- Edit subscription.
- Delete subscription.
- Print subscription list.

6. Subscription invoices. 2 Days

- Dashboard information card (info cards).
- Create subscription invoices.
- View subscription invoices.
- Edit subscription invoices.
- Delete subscription invoices.
- Send payment reminder (email & sms).
- Print subscription invoices list.
- Send invoices via email.

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7. Billing and payment. 2 Days
- Dashboard information (info cards).
- Create transaction.
- View transaction.
- Print transaction (pdf).
- Edit transaction.
- Delete transaction.
- Send payment SMS verification.

8. Subscribers list management. 2 Days

- Subscriber dashboard information (dashboard info).
- View subscriber details.
- Edit subscriber details.
- Delete subscriber details.
- Print subscriber list (pdf).
- Send bulk SMS notification.
- Send email (advertisement).

9. Subscriber permissions 2 days

- Dashboard information (info cards).
- Create permission.
- View permission.
- Edit permission.
- Delete permission.
- Print permission lists.

10. Inventory transaction type. 2 days

- Dashboard information (info cards).
- Create inventory transaction type.
- View inventory transaction type.
- Edit inventory transaction type.
- Delete inventory transaction type.
- Print inventory transaction type.

11. Invoice type. 2 Days

- Dashboard information (info cards).
- Create invoice type.
- View invoice type.
- Updated invoice type.
- Delete invoice type.

12. Sales return action. 2 Days

- Dashboard information (info cards).
- Create sales return action.
- View sales return action.
- Edit sales return action.
- Delete sales return action

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13. Sales return reason. 2 Days
- Dashboard information (info cards).
- Create return reason.
- View return reason.
- Update return reason.
- Delete return reason.

14. Sales return conditions. 2 Days

- Dashboard information (info cards).
- Create return condition.
- View return condition.
- Edit return condition.
- Delete return condition.

15. Countries management 2 Days

- Dashboard information (info cards).
- Create country.
- View country.
- Edit country.
- Delete country.

16. Currency management. 2 Days

- Dashboard information (info cards).
- Create currency.
- View currency.
- Edit currency.
- Delete currency.

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 Coding schedule users’ side.
SN TASK NAME TIME STATUS

1. User registration and authentication 7 Days

User registration
- Account / user registration.
- Business profile setup.
- Main branch setup.
- Main user role set up.

2. Settings. 7 Days

User profile.
- Profile information.
- Update profile
- Change password

User roles
- Dashboard information (info cards).
- Create user role.
- View user role.
- Edit user role.
- Delete user role.
- Print user role list (pdf).
Assign permission to role
Manage assigned permission.
- View permission
- Update permission.

3. Dashboard information. 2 Days

- Dashboard information (info cards).
- Depleted inventory

Graph and charts.

- Frequently sold product / services.
- Monthly expenses.
- Monthly sales.

4. Branches 3 Days
- Dashboard information (info cards).
- Create branch
- Add branch address.
- View branch
- Edit branch

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 - Delete branch
- Export branch list (pdf).

5. Peoples. 4 Days

Customers
- Dashboard information (info cards).
- Register customer.
- View customer.
- Edit customer.
- Delete customer
- Import customer list (excel)
- Export customer list (pdf & excel).

Vendors
- Dashboard information (info cards).
- Register vendors.
- View vendors.
- Edit vendors.
- Delete vendors
- Import vendor list (excel).
- Export vendor list (pdf & excel).

6. Product & services management 7 Days

Product unit
- Dashboard information (info cards).
- Add product unit.
- View product unit.
- Edit product unit.
- Delete product units.
- Import product unit (excel).
- Print product unit (pdf).

Product categories.
- Dashboard information (info card).
- Create category.
- Import category (excel).
- Export category (pdf & excel).
- View category.
- Edit category.
- Delete category.

Products
- Dashboard information (info cards).
- Create product
- Import product (excel).
- View product

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 - Edit product
- Export product list (pdf & excel).
- View product
- Delete product.
7. Purchase orders 2 Days

Create purchase orders.

Purchase order lists
- Dashboard information (info cards).
- View purchase order
- Edit purchase order
- Delete purchase order
- Print purchase order (pdf)
- Export purchase order list (excel)

8. Inventory management 7 Days

Inventory locations.
- Dashboard information (info cards).
- Create locations.
- Import location list (excel).
- View location.
- Edit location.
- Export location (pdf & excel).
- Delete locations.

Inventory
- Dashboard information (info cards).
- Create inventory
- Upload inventory (excel).
- View inventory.
- Adjust inventory.
- Edit inventory.
- Print inventory list (pdf & excel).
- Delete inventory
- Single inventory report.

Inventory transaction
- Dashboard information (info cards).
- Create inventory transaction.
- View transaction.
- Edit transaction.
- Import transaction (excel)
- Export transaction (pdf & excel).
- Single transaction report.
- Delete transaction.

9. Sales (POS) 7 Days

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 Create sales order
Sales order lists
- Dashboard information (info cards).
- Create sales order
- View sales orders
- Print receipt (pdf)
- Edit sales order.
- Export sales order list (pdf & excel)
- Delete sales orders.

Create sales return

Sales return lists.
- Dashboard information (info card).
- Create sales return
- View sales return
- Edit sales return
- Print return invoice
- Export sales return list (pdf & excel)
- Delete sales return.

10. Invoice and billing 7 Days

Create descriptions.
- Dashboard information (info card).
- Create description
- Import invoice description (excel)
- View descriptions
- Edit description
- Print / export description list (pdf & excel)
- Delete description.

Create invoices
- Create payout invoice
- Create pay in invoices

Invoice lists
- Dashboard information (info card).
- View invoice
- Send invoice (email & SMS)
- Print invoice
- Delete invoice.
- Edit invoice.

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11. Transactions 7 Days
- Dashboard information (info cards).
- Create payment (transaction).
- View transaction
- Upload transaction (excel).
- Edit transaction
- Delete transaction
- Print transaction (pdf).
- Export transaction list (excel & pdf).

12. Expenses 4 Days

Expenses category
- Dashboard information (info card).
- Create category.
- Import category (excel).
- View category
- Edit category.
- Edit category.
- Delete category.
- Export / print category (pdf / excel).

Expenses list
- Dashboard information (info card).
- Create expenses.
- Import expenses.
- View expenses.
- Edit expenses
- Print single expenses report (pdf)
- Export expenses report (excel).
- Delete expenses report.

13. Accounting 7 Days

Account receivable.
- Dashboard information (info cards).
- Transaction lists
- View transaction details.
- Print transaction details (pdf).
- Export transaction details (excel).

Account payable.
- Dashboard information (info cards).
- Transaction list.
- View transaction details.
- Print transaction (pdf).
- Export transaction (excel).

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 Bank reconciliation.
- Dashboard information (info card).
- Export reconciliation report (pdf & excel).

14. Employee management. 4 Days

- Dashboard information (info card).
- Register employee
- Export / print employee list (pdf & excel).
- View employee details
- Edit employee detail.
- Delete employee.

15. My subscription 4 Days

- Current subscription details.
- Upgrade current subscription plan.
- Subscription history.

16. Settings 7 Days

User profile.
- User profile.
- Profile information.
- Update profile information.
- Change password.

User roles
- Dashboard information (info card).
- Create user role.
- View user role.
- Edit user profile.
- Print user role list (pdf).
- Delete user role.

Assign permissions.
- Assign roles permission.

Manage permissions.
- View permission.
- Update permission.

17. Operation report. 25 Days

Purchase order reports.

- By date.
- By branch.
- By order amount.
- By person.
- Paid purchase order.

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- Unpaid purchase order.
- Cancelled purchase order.

Inventory reports.
- By products.
- By location.
- By transaction.
- Depleted inventory.
- By adjustment.
- Stop take.

Sales orders.
- By date.
- By product.
- By branch.
- By branch.
- By sales person.
- By profit.
- Paid orders.
- Unpaid orders.

Sales returns.
- By date.
- By product.
- By branch.
- By sales person.

Invoices reports.
- By date.
- By type.
- By branch.
- Paid invoices.
- Unpaid invoices.

Payment transaction reports.

- By date.
- By type.
- By branch.
- By receiver.
- By amount.

Expenses reports.
- By date.
- By category.
- By branch

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- By beneficiary.

Accounting reports.
- By date.
- By branch.
- AR report.
- AP report.
- Bank reconciliation.

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