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cotech-fund/ADMINISTRATION.md

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Move administration section to its own file
2020-04-04 06:22:04 +00:00
# Administration
Records and documentation for the CoTech fund
## Generating receipts
Generate invocies from the members.csv This commit updates the previous template to inline the two images as data URIs and embed ERB template markers for the data. The ruby script added in this commit interpolates the data from the members.csv file into the template and generates PDFs using wkhtmltopdf.
2022-05-03 10:44:36 +00:00
Install `wkhtmltopdf` using, for example homebrew on OS X
Move administration section to its own file
2020-04-04 06:22:04 +00:00
```
brew install Caskroom/cask/wkhtmltopdf
```
Generate invocies from the members.csv This commit updates the previous template to inline the two images as data URIs and embed ERB template markers for the data. The ruby script added in this commit interpolates the data from the members.csv file into the template and generates PDFs using wkhtmltopdf.
2022-05-03 10:44:36 +00:00
Then in the root of the project run
Move administration section to its own file
2020-04-04 06:22:04 +00:00
```
Generate invocies from the members.csv This commit updates the previous template to inline the two images as data URIs and embed ERB template markers for the data. The ruby script added in this commit interpolates the data from the members.csv file into the template and generates PDFs using wkhtmltopdf.
2022-05-03 10:44:36 +00:00
ruby scripts/generate_invoices.rb
Move administration section to its own file
2020-04-04 06:22:04 +00:00
```
most of 2020 invoices generated
2020-06-19 15:33:17 +00:00
Generate invocies from the members.csv This commit updates the previous template to inline the two images as data URIs and embed ERB template markers for the data. The ruby script added in this commit interpolates the data from the members.csv file into the template and generates PDFs using wkhtmltopdf.
2022-05-03 10:44:36 +00:00
The invoices should be generated in `invoices/sent/2022/`.
most of 2020 invoices generated
2020-06-19 15:33:17 +00:00
Generate invocies from the members.csv This commit updates the previous template to inline the two images as data URIs and embed ERB template markers for the data. The ruby script added in this commit interpolates the data from the members.csv file into the template and generates PDFs using wkhtmltopdf.
2022-05-03 10:44:36 +00:00
The ruby script can be edited to change the start of the range of invoice numbers and to generate the output in a different directory.
most of 2020 invoices generated
2020-06-19 15:33:17 +00:00
Generate invocies from the members.csv This commit updates the previous template to inline the two images as data URIs and embed ERB template markers for the data. The ruby script added in this commit interpolates the data from the members.csv file into the template and generates PDFs using wkhtmltopdf.
2022-05-03 10:44:36 +00:00
The data used to generate the invoices is in `members.csv`.
Add some instructions for generating reports with hledger.
2022-08-11 13:21:27 +00:00
## Running reports
We keep a plain-text ledger of transactions in ~cotech.journal~. Using the [hledger](https://hledger.org/) tool we can generate reports. A typical one is the (financial) year-by-year break down of income and expenses which we report occasionally on the [discourse forum](https://community.coops.tech/c/cotech/fund/25).
```
hledger -f cotech.journal is -p "yearly from 2019-04-06"
```