[Accounting] [Webshop] - Check if we could deal with entire financial administration via webshop setup #1128

Open
opened 2025-02-16 11:44:03 +01:00 by muppeth · 14 comments
Owner

The problem with running accounting software and webshop as seperate software stacks, is integrating them together. If we do not manage to integrate webshop with current accounting good enough, we thought to check if we could make use of the woocommerce as a solution to accounting. It's a longshot but something to look into if integration idea fails.
@antilopa please write list of requirenments:

The problem with running accounting software and webshop as seperate software stacks, is integrating them together. If we do not manage to integrate webshop with current accounting good enough, we thought to check if we could make use of the woocommerce as a solution to accounting. It's a longshot but something to look into if integration idea fails. @antilopa please write list of requirenments:
muppeth added the
finances
label 2025-02-16 11:44:03 +01:00
muppeth self-assigned this 2025-02-16 11:44:14 +01:00
meaz was assigned by muppeth 2025-02-16 11:44:14 +01:00
antilopa was assigned by muppeth 2025-02-16 11:44:14 +01:00
muppeth added this to the Currently working on milestone 2025-02-16 11:44:18 +01:00
Owner

I've done some research but I don't think we can use woocommerce for accounting. For example, I couldn't find a way to create expenses. Even with plugins.

I've done some research but I don't think we can use woocommerce for accounting. For example, I couldn't find a way to create expenses. Even with plugins.
Author
Owner

I am going to look into odoo. I think it could be the way forward. Pretty sure we could cover the entire process with it since its ERP with POS and all. In fact first version of disroot's website was made using odoo.

The only thing is how much will the needed plugins cost us. Hopefully will have more info to share later today.

I am going to look into odoo. I think it could be the way forward. Pretty sure we could cover the entire process with it since its ERP with POS and all. In fact first version of disroot's website was made using odoo. The only thing is how much will the needed plugins cost us. Hopefully will have more info to share later today.
Author
Owner

Ok. I reached a dead end quick there too. Open source donation module has been disontinued in version 11 (current 18). Invoicing, webshop, payment, reports and all that could be done via odoo though so there is just one missing feature then.

Ok. I reached a dead end quick there too. Open source donation module has been disontinued in version 11 (current 18). Invoicing, webshop, payment, reports and all that could be done via odoo though so there is just one missing feature then.
Author
Owner

Moving back to wp to see what could be done.

Moving back to wp to see what could be done.
Author
Owner

Ok. I did all I could and I have my conclusions. I will try to get it all on paper to share my opinion and possible solutions.

Ok. I did all I could and I have my conclusions. I will try to get it all on paper to share my opinion and possible solutions.
Author
Owner

I did write a little summary for the issue and presented my conclusion. Initially I pushed it to nextcloud collective but perhaps I should just post it here (why the hell not). So sorry for the wall of text below.

I did write a little summary for the issue and presented my conclusion. Initially I pushed it to nextcloud collective but perhaps I should just post it here (why the hell not). So sorry for the wall of text below.
Author
Owner

Describe scenario

We would like to rebuild current custom requests and purchase method to more unified, easy and automated way, so that users as well as disroot administration could be done in unified and automated fashion. To achieve this we need following requirements:

  • Donations - provide one step donation page with possibility to create reoccurring or one time donation using number of payment methods
  • Claim rewards - Upon donating when allegable for, claim rewards (perks)
  • Storage expansion - be able to purchase extra storage and pay for it in one place
  • Merch shop - Be able to buy merchandise, pay for it directly
  • Administration - Be able to process financial administration as well as in the future execution of requests (automatically assign storage etc)

Tested Solutions

We have tried number of solutions:

  • Wordpress - Using woocommerce to create webshop for donation page as well as storage and merch shop
  • ERPNEXT - To provide complete solution for administration as well as user facing shop
  • Odoo - To provide complete solution for administration and user facing shop
  • Invoiceninja integration - to provide link between wordpress and invoice ninja
  • Akaunting integration - provide link between wordpress and akaunting software

Possible solutions

We have not found any viable solution to the problem. Each system or integration is missing feature to make the entire operation complete. For example

Wordpress only

While setting up a webshop capable of providing subscription based items (for storage) as well as donation page (as expected providing one time and regular donations), and items for merch shop. It is missing functionality for administration. There is a promising opensource plugin for accounting: https://wpeveraccounting.com/ However woocommerce integration is a "Coming soon" stage: https://wpeveraccounting.com/extensions/woocommerce/#edd-cs-voted Mind that this will not be free plugin but a yearly billed, though we can't say what the price will be

Odoo

Odoo is an ERP software (enterprise resource planning). This means it can provide functionalities we are looking for. It is rather easy to work with and figure out. It provides webshop module allowing us to create needed items, as well as accounting software. However it missed donation page feature. There has been a plugin but has been discontinued few version ago. The only plugins available are paid (about 100$ or more per year) and by reading the information on the page it would be hard to combine it with things like reward claiming.

ERPNext

SImilar to Odoo but extremely complicated UI and hard to understand. If you are not familiar with ERP software and lingo, it's hard to make anything out of it. After initial day of tryouts I can say it's out of scope for our usecase.

Integrations

Akaunting

We are currently using akaunting. There is a plugin to integrate with woocommerce. It seems to be bidirectional which means we could feed the data to akaunting. It is paid plugin 84$ per year. Problem with it is that it would mean we will most probably create more then 1000 invoices per year which means we would need to pay additional 72$ a year (if we make more then 1000 invoices)

Invoiceninja

The main problem with integration is that it does not do bidirectional sync. It only syncs products and clients from invoiceninja to woocommerce while we are more interested in doing the oposite.

Possible solution

Looking at all the pros and cons I think the situation that works for us at this moment is:

Woocommerce and akaunting

If the plugin works as expected we could have a good solution covering the entire process. Woocommerce does a good job with donation page, allows (with some tweaks) for reward claiming, and works well as webshop. We could integrate Mollie as payment gateway (EU based alternative to stripe). Estimated payment a year about 153$ (13$/month), but it means we could have everything setup properly with the flexibility of woocomerce.

I welcome your input @Disroot/Owners

# Describe scenario We would like to rebuild current custom requests and purchase method to more unified, easy and automated way, so that users as well as disroot administration could be done in unified and automated fashion. To achieve this we need following requirements: - **Donations** - provide one step donation page with possibility to create reoccurring or one time donation using number of payment methods - **Claim rewards** - Upon donating when allegable for, claim rewards (perks) - **Storage expansion** - be able to purchase extra storage and pay for it in one place - **Merch shop** - Be able to buy merchandise, pay for it directly - **Administration** - Be able to process financial administration as well as in the future execution of requests (automatically assign storage etc) # Tested Solutions We have tried number of solutions: - **Wordpress** - Using woocommerce to create webshop for donation page as well as storage and merch shop - **ERPNEXT** - To provide complete solution for administration as well as user facing shop - **Odoo** - To provide complete solution for administration and user facing shop - **Invoiceninja integration** - to provide link between wordpress and invoice ninja - **Akaunting integration** - provide link between wordpress and akaunting software # Possible solutions We have not found any viable solution to the problem. Each system or integration is missing feature to make the entire operation complete. For example ## Wordpress only While setting up a webshop capable of providing subscription based items (for storage) as well as donation page (as expected providing one time and regular donations), and items for merch shop. It is missing functionality for administration. There is a promising opensource plugin for accounting: https://wpeveraccounting.com/ However woocommerce integration is a "Coming soon" stage: https://wpeveraccounting.com/extensions/woocommerce/#edd-cs-voted Mind that this will not be free plugin but a yearly billed, though we can't say what the price will be ## Odoo Odoo is an ERP software (enterprise resource planning). This means it can provide functionalities we are looking for. It is rather easy to work with and figure out. It provides webshop module allowing us to create needed items, as well as accounting software. However it missed donation page feature. There has been a plugin but has been discontinued few version ago. The only plugins available are paid (about 100$ or more per year) and by reading the information on the page it would be hard to combine it with things like reward claiming. ## ERPNext SImilar to Odoo but extremely complicated UI and hard to understand. If you are not familiar with ERP software and lingo, it's hard to make anything out of it. After initial day of tryouts I can say it's out of scope for our usecase. ## Integrations ### Akaunting We are currently using akaunting. There is a plugin to integrate with woocommerce. It seems to be bidirectional which means we could feed the data to akaunting. It is paid plugin 84$ per year. Problem with it is that it would mean we will most probably create more then 1000 invoices per year which means we would need to pay additional 72$ a year (if we make more then 1000 invoices) ### Invoiceninja The main problem with integration is that it does not do bidirectional sync. It only syncs products and clients from invoiceninja to woocommerce while we are more interested in doing the oposite. # Possible solution Looking at all the pros and cons I think the situation that works for us at this moment is: ## Woocommerce and akaunting If the plugin works as expected we could have a good solution covering the entire process. Woocommerce does a good job with donation page, allows (with some tweaks) for reward claiming, and works well as webshop. We could integrate Mollie as payment gateway (EU based alternative to stripe). Estimated payment a year about 153$ (13$/month), but it means we could have everything setup properly with the flexibility of woocomerce. I welcome your input @Disroot/Owners
Owner

wow @muppeth thanks for this summary. It makes it very clear that the closest solution to what we want is indeed what you suggest. And if it helps getting more donations in then I guess it also worth paying for it.

We would have to try it for a year to see if it really works as we expect/hope and set a couple of evaluation point to see if we are still missing functionalities.

wow @muppeth thanks for this summary. It makes it very clear that the closest solution to what we want is indeed what you suggest. And if it helps getting more donations in then I guess it also worth paying for it. We would have to try it for a year to see if it really works as we expect/hope and set a couple of evaluation point to see if we are still missing functionalities.
Owner

That is a great summary indeed!

It sounds like this is the best option (akaunting and woocomerce). As @antilopa wrote, if that makes things easier and if we manage to get more donations, then that's worth it.

The only thing I don't understand is how much we will have to pay. You wrote that the akaunting/woocommerce plugin is 84$ per year but that we will have to also pay akaunting 72$ a year. So a total of 156$ a year. But then at the end you're talking about 153$ (13$/month). So is that just a math error or something I don't get?

That is a great summary indeed! It sounds like this is the best option (akaunting and woocomerce). As @antilopa wrote, if that makes things easier and if we manage to get more donations, then that's worth it. The only thing I don't understand is how much we will have to pay. You wrote that the akaunting/woocommerce plugin is 84$ per year but that we will have to also pay akaunting 72$ a year. So a total of 156$ a year. But then at the end you're talking about 153$ (13$/month). So is that just a math error or something I don't get?
Owner

@meaz It look like just a typo. 156 divided by 12 months will be exactly 13$

@meaz It look like just a typo. 156 divided by 12 months will be exactly 13$
Author
Owner

Yeah I think it's an error. Additionally, we will need to pay for the Mollie gateway $48. So all in all, it will cost us. Whether it's worth it, we will see. But as I said above I didnt find anything else that would work. So as @antilopa said, let's give it a try for a year and see whether it works for us.
I will create additional tickets to get the project complete.

Yeah I think it's an error. Additionally, we will need to pay for the Mollie gateway $48. So all in all, it will cost us. Whether it's worth it, we will see. But as I said above I didnt find anything else that would work. So as @antilopa said, let's give it a try for a year and see whether it works for us. I will create additional tickets to get the project complete.
Author
Owner

I've added the following issues: #1141 #1142 #1143 and added as dependency to this ticket for better tracking.
One question I have to @antilopa regarding akaunting is whether there is some issues with the software preventing you to do some of the tasks like TAX or VAT or bank statements etc. Considering we will manage all pruchases and donations automatically.

Also I did make a mistake. We dont need Mollie integration on akaunting as this will be handled by the webshop of course.

I've added the following issues: #1141 #1142 #1143 and added as dependency to this ticket for better tracking. One question I have to @antilopa regarding akaunting is whether there is some issues with the software preventing you to do some of the tasks like TAX or VAT or bank statements etc. Considering we will manage all pruchases and donations automatically. Also I did make a mistake. We dont need Mollie integration on akaunting as this will be handled by the webshop of course.
muppeth added a new dependency 2025-03-12 08:51:10 +01:00
muppeth added a new dependency 2025-03-12 08:51:15 +01:00
muppeth added a new dependency 2025-03-12 08:51:21 +01:00
Owner

Impressive summary. Seems like you have figured it out, mostly.

Impressive summary. Seems like you have figured it out, mostly.
Owner

I did not understand your question @muppeth

I will create a Molly account for Disroot.

I did not understand your question @muppeth I will create a Molly account for Disroot.
Sign in to join this conversation.
No project
4 participants
Notifications
Due date
The due date is invalid or out of range. Please use the format "yyyy-mm-dd".

No due date set.

Reference: Disroot/Disroot-Project#1128
No description provided.