Accounting app on Vareons: install, expenses, ledger, and assets

The app installs from the /dashboard/apps marketplace with an Install button on the "Accounting" card described as daily bookkeeping and financial reports, after which an Open button leads to /dashboard/finance. The card carries a Free badge.

The page has a mode toggle — Simple with a zap icon and Advanced with a sparkles icon — and a "Finance Management" title with a per-mode description. The Simple mode (default) lists categories: general expenses, salaries, rent, electricity, water, internet, transportation, maintenance, marketing, purchases, and other, with add, edit, and delete expense buttons plus search and filters for category, wallet, status, and date. The Advanced mode has eight tabs: overview, ledger, receivables, payables, cash flow, budgeting, assets, and reports.

The simple flow fetches stats by period and expenses by filter through GET simple/stats and GET simple/expenses with pagination, and every create, update, or delete goes through POST, PUT, and DELETE on simple/expenses followed by refetching the list and stats. The advanced flow fetches seven parallel routes on toggle — overview, accounts, invoices, bills, cash flow, budgets, and assets — with a journal-entry dialog, report generation, and quick insights.

Simple expenses are stored in the Expense model, accounts in Account, sales invoices in Invoice, purchase bills and vendors in Bill and Supplier, and postings in JournalEntry, with every financial activity written to ActivityLog and AuditLog through the lib/finance/activityLogger.js helper that never throws. Currency comes from the tenant currency formatter in lib/theme with user data from lib/user/getUserInfo.