Salaries module

HtkDoli’s Salaries module allows you to view and manage your company’s salary payments. It connects to your Dolibarr instance to give you an accurate view of recorded payments, their amounts and their beneficiaries.

Interface and Features (List)

The main view displays the list of all your salary payments.

Consultation and Research

• List of payments: Displays the salaries/payments configured in Dolibarr.
• Refresh: You can refresh the list manually (or use the ⌘R shortcut) to retrieve the latest data.
• Search: A search bar allows you to quickly filter the list according to the wording, the name of the beneficiary or the notes of the payment.

Sorting and Filtering

Options are available in the header to organize the list:

• Filters:
  • All (default)
  • Paid
  • Unpaid
• Sorting:
  • Date (Recent)
  • Date (Ancients)
  • Amount (High)
  • Amount (Low)

Information displayed (Salary Cards)

Each card (or line) in the list represents a salary payment and displays:

• The wording of the payment (eg: “Salary payment” by default).
• The beneficiary name cached.
• The payment date.
• The amount.

Detail view (Consultation of a payment)

By touching a payment in the list, you access the detailed view bringing together all the information.

Header (Hero Section)

The detail view highlights the main data:

• The wording of the salary.
• The total amount.
• Status: A visual badge indicating whether the salary is Paid (green) or Unpaid (orange).

Information

A block containing the technical payment information:

• Name: The name given to the payment.
• Payment date: The date on which the payment was (or will be) made.
• Period: The period concerned (start date and end date).
• Project: If applicable, a link to the associated project.

Beneficiary

Information of the person receiving the salary:

• Name, Position, and Email (if the user is available in the application).
• In offline mode or if the complete profile is not loaded: User ID and Name (cache).

Notes

Displays any notes or comments associated with the payment.

Documents

• The list of documents attached to the payment.
• A “Add document” button allowing you to upload a new file or image directly from the application.

Actions Available

From the list (via a long press or swipe) or from the detailed view, you have several actions:

• Edit: Edit salary payment information.
• Delete: Delete the recording.
• See the PDF slip: (Coming soon) Will generate and display the pay slip in PDF format.
• Mark as paid: (Coming soon) Will allow you to quickly change the status of an unpaid salary.

Prerequisites and Permissions

For the Salaries module to be accessible and to function correctly, the corresponding module must be activated on your Dolibarr instance. Access requires the following permissions:

• Consultation: salaries.read (Right to read salaries).
• Creation / Editing: salaries.write (Right to create, modify or delete salaries).