Project for YanFreelanee

. Managing (add/edit/remove) various types of payments (income/expense): Investor Invoices -invoices to Investors. Investor Payments - Monthly Regular Incomes - (from properties they have invested in) Monthly Regular Expenses - (from properties they have invested in) Project Invoices - Project Payments All pages show lists (tables) of the relevant data ( invoice date, payment amount, customer name, payment method etc). List is a Searchable, Sort able Table with Paging. add/remove/edit records and customer/investor/bank account Reports. Reports have filter fields (4-5 fields per report, such as customer name or invoice/payment date etc). the result may be displayed in a sort able table with paging or as several tables grouped by a report property (such as Investor name). Reports can be printed or exported to Excel. 1) Detailed Project report - shows all payments (income/expenses of any type). In this page it is possible to change the payment date for any record (the change will take affect only after pressing the update button on the page) Get Detailed Payment Report ( page, sort column, sort order, start date, end date...) returns a SQL result set with list of all payment (income/expenses of any type). 2) Grouped payments report - shows all payments (expenses of any type) 3) Historical Annual Comparison by time period report WINDOW Advisor commission earned for each investor amount invested by each investor searchable by advisor. o By total and o by property - Select an investor to edit its details - *Note that once user adds/edits removes an entry to/from the table the table is updated with the new entry details using Ajax (or similar) no full page reloading! Table of investors is ordered by investor name etc. pressing any of the table headers the table will be sorted by that column. Pressing the header again will change the sorting order ,filter the table by each field (enter a partial name and get all investor with this part in their names etc). the table to have paging options WINDOW insert amount investor puts into each property only their investors properties ,in depth financials, sessions etc All input fields should be validated (if possible - at browser) to have legal values Print the investors table (choose to print current page only or all pages). At the top of the printed page the filter fields will be printed with the table title. A possibility to export all pages (according to filter fields) to Excel format commission earned for sales to each investor The advisors will have the ability to show the investor the status of his investment and profit for the 3 months or 12 months period. Cash Account - table showing their investors contributions and users account for transactions, commission payments Investors Module Investor can see only their own project information. Investor can see gross income of properties that he has invested in o Investor can see gross expenses(no detail), o net of income after expenses, o ROI monthly, quarterly, annual.