From eafc98ed458d15f17ff8bce8ab218d0b5873ba78 2016-08-31 14:20:52 From: Brett Smith Date: 2016-08-31 14:20:52 Subject: [PATCH] Pre-approval can wait until after the first release. This is a very valuable feature, and we want it soon, but it doesn't have to be in literally the first release. --- diff --git a/Reimbursements/Requirements.mdwn b/Reimbursements/Requirements.mdwn index 11fb6918f8190e1fcad35f3b3b62bc5845873ec3..5978d51cac2264cf0b590a4b4abcdf825e8ff565 100644 --- a/Reimbursements/Requirements.mdwn +++ b/Reimbursements/Requirements.mdwn @@ -28,7 +28,7 @@ doable by a bookkeeper with appropriate privileges. ### Defining the request form -Requests for payment have five states: Pre-Approval, In Progress, Submitted, +Requests for payment have four states: In Progress, Submitted, Accepted, and Rejected. Administrators can define questions to ask the requestor about the entire @@ -66,21 +66,13 @@ accommodations expenses, etc.). ### Requestor workflow Requestors can log in and see the status of all their requests. They can also -create a new request, which starts either the Pre-Approval or the In Progress +create a new request, which starts in the In Progress state. When they view a report, it shows the questions and answers about the entire report, and a list of associated expenses. Viewing a specific expense similarly shows all the questions and answers about it. -When a report is in the Pre-Approval state, the requestor is submitting not -receipts or invoices, but documents regarding potential expenses that have -not yet been incurred, but for which organization policies require -preapproval by organizational management ahead of time. The appropriate -management representatives are duly notified by the system of pending -Pre-Approval requests, and their approval moves the request into the In -Progress state. Their rejection moves the request to the Rejected sate. - When a report is In Progress state, the requestor can edit any answer in the report or an associated expense. They can also add an expense, which begins by asking them unconditional questions associated with expenses, and then @@ -157,8 +149,19 @@ be extended to address the case of "other question isn't answered" * Export to SQLedger * [Certainly many more, feel free to add them here] -* Richer lifecycle management: A leader may need to approve a request before - it's added to the books, like an employee's manager or a program director +* Richer lifecycle management + * Support requests for pre-approval, probably with two states + "Pre-Approval In Progress" and "Pre-Approval Submitted." In the + Pre-Approval state, the requestor is submitting not receipts or + invoices, but documents regarding potential expenses that have not yet + been incurred, but for which organization policies require preapproval + by organizational management ahead of time. The appropriate management + representatives are duly notified by the system of pending Pre-Approval + requests, and their approval moves the request into the In Progress + state. Their rejection moves the request to the Rejected sate. + + * A leader may need to approve a request before + it's added to the books, like an employee's manager or a program director * Various currency improvements: * Automatic currency conversion for validation (e.g., validate that an amount