cotech-fund/ADMINISTRATION.md

Administration

Records and documentation for the CoTech fund

Generating receipts

Install wkhtmltopdf using, for example homebrew on OS X

brew install Caskroom/cask/wkhtmltopdf

Then in the root of the project run

ruby scripts/generate_invoices.rb

The invoices should be generated in invoices/sent/2022/.

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.

The data used to generate the invoices is in members.csv.

Running reports

We keep a plain-text ledger of transactions in ~cotech.journal~. Using the hledger 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.

hledger -f cotech.journal is -p "yearly from 2019-04-06"