From ec790b5b60515f23533f65fdbbca4b37eb916951 2013-11-14 00:01:21 From: Bradley M. Kuhn Date: 2013-11-14 00:01:21 Subject: [PATCH] Draft transactions use case. --- diff --git a/UseCases.mdwn b/UseCases.mdwn index 44d062d81560a6caa7a86af200a3dd39325226e3..240dcdcd51eaa1ffabc37eafb55bb080f3459eaa 100644 --- a/UseCases.mdwn +++ b/UseCases.mdwn @@ -23,6 +23,7 @@ You should add your use case as a subpage of the [[UseCases]] page, to create a - [[Handling expense reports and reimbursement requests|UseCases/ReimbursementRequest]] - [[Handling contractors and contracts|UseCases/ContractorsAndContracts]] - [[Handling multiple currencies|UseCases/MultiCurrency]] +- [[Draft transactions and approval|UseCases/DraftTransactions]] ### Technical-User-Center Use Cases diff --git a/UseCases/DraftTransactions.mdwn b/UseCases/DraftTransactions.mdwn new file mode 100644 index 0000000000000000000000000000000000000000..976aa4e5d9d25f8db22c7b6cff885019a36b8bc6 --- /dev/null +++ b/UseCases/DraftTransactions.mdwn @@ -0,0 +1,12 @@ +# Generating Draft Transactions + +As a manager at a nonprofit, I need the ability to have staff propose draft +transactions that are not added to the books official until approved. + +As a bookkeeper, I'd like the ability to set up and review draft transactions +before officially adding them to the books, so I can see if they were entered +correctly. + +It should be possible to view any [[reports|GeneratingReports]] or other +system information as if the draft transactions have been applied, via some +configurable option. diff --git a/UseCases/ReimbursementRequest.mdwn b/UseCases/ReimbursementRequest.mdwn index a331135707d2a1dd5808cc23b1826022ff0d5220..6ba5ac838b7ddf820b4bc27775f5822ec389226e 100644 --- a/UseCases/ReimbursementRequest.mdwn +++ b/UseCases/ReimbursementRequest.mdwn @@ -25,7 +25,8 @@ The organization has to be able to easily: reimbursement policy for the organization is violated (or mandates additional approvals). * Ideally, the system could "set up" accounting entries for "merger" into - the accounts, based on an expense report submitted. + the accounts, based on an expense report submitted, via some + [[draft transacting approval process|DraftTransactions]]. ## Reimbursement: The Traveler's View