Cashbook AI Concept comparison

Billing per-cashbook modules — design concepts

PRD-81. Three directions for the centralised Modules screen (the deliberate "ugly but functional" org-settings tab), plus the shared padlock/enable flow that applies to every direction, and three CSV report format variants. Click a thumbnail to open the full concept.

Concept A — Matrix grid

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The idea: one table — rows are cashbooks, one column per module, toggle in the cell. Column footers show the count × price maths.

  • 👍 Whole picture on one screen; scales to 300 cashbooks with search; the closest fit to "ugly but functional".
  • 👎 Columns grow with each new module; per-module context (description, what it does) has nowhere to live.

Critic (1–5): Xero 4 · Hierarchy 4 · States 4

Concept B — Module master–detail

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The idea: modules on the left (with counts and subtotals), the selected module's cashbook list with toggles on the right.

  • 👍 Room for module descriptions and per-module bulk actions; cost summary reads like a bill.
  • 👎 "Which modules does client X have?" needs a click per module — cashbook-first questions are second-class.

Critic (1–5): Xero 4 · Hierarchy 4 · States 4

Concept C — Summary cards + expandable list

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The idea: cost summary cards up top, then one row per cashbook with module chips; a row expands to its module toggles.

  • 👍 Best "explain my bill" hierarchy — cost first, detail on demand; rows stay compact at any module count.
  • 👎 Toggling is two steps (expand, then switch); scanning who-has-what across 300 rows is chip-reading, not column-scanning.

Critic (1–5): Xero 4 · Hierarchy 4 · States 4

Concept D — Dashboard blend (chosen direction)

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The idea: Concept A's matrix columns blended into the existing Dashboard CashBooks table — no new screen; search, tabs and pagination already exist there.

  • 👍 Modules live where owners already work daily; zero new navigation; cost footer explains the bill in place.
  • 👎 Owner-only columns mean two table variants (members see the standard table); column count grows with modules on an already-busy table.

Shared flow — padlock nav + enable modals

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Not a competing direction: the settled in-context enable path used by every concept — padlocked nav item, enable modal (owner / trial / member variants), locked direct-URL page, and the invoices tab "report generating" state.

CSV report — 3 format variants

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Pick one: V1 flat (one row per cashbook per product — machine-friendly, recommended) · V2 grouped by cashbook (per-client subtotals for on-charging) · V3 section per Stripe line item (fastest invoice audit). All reconcile to the same $163.65 sample invoice.

How to use this board

Walk each concept through the same lenses: information hierarchy (what's first / second / third), edge & empty states, click-vs-think cost, and the “simpler than Xero, same power” test. The chosen direction (or a blend) gets written up in DESIGN.md, then built high-fidelity by /cb-prototype.