MonthEndClose

It's another SAAS hopeful (but failed)! Manage your accounting close tasks, accounting reconciliations, and journal entry approvals - all in one user friendly UI.

Prerequisites

1. python 3+
2. git
3. pip
   1. django
   2. crispy forms
   3. django rest
   4. openpyxl

   
   pip install --upgrade django-crispy-forms pandas djangorestframework markdown django notifications
   pip install django-notifications-hq
   

Windows setup

1. Install git - https://gitforwindows.org/

2. Open a windows command prompt (tip: search for CMD in windows search)

3. Utilize the "cd" command to navigate to where you want to download (i.e.: clone) the project/code to.

   (i.e.: type the following into the command prompt "cd C:\Users\Dylan\CloneTest\").
   

Note: cd brings the command prompt to the directory specified

1. Type the following into the command prompt

   git clone https://gitlab.com/dylan1218/monthendclose.git
   

Note: You may receive a popup requesting you log into gitlab.

Note2: Once this is completed you will have downloaded the project to the directory specified in (3)

1. perform another cd into the monthendclose folder (i.e.: type the following into the command prompt

   cd C:\<path to clone dir>\monthendclose
   

2. Type the following into the command prompt

   python manage.py runserver
   

Note: you'll need to have python installed for this step

Accessing the site once the server is running

1. Open a web broswer and go to "http://127.0.0.1:8000/ClosePortal/Task_Checklist/"

note: refer to the admin panel at http://127.0.0.1:8000/admin

login: admin_dylan

password: password