Changeset - 16d02e954c0c
[Not reviewed]
Merge
0 3 1
Bradley Kuhn (bkuhn) - 10 years ago 2013-11-13 15:57:56
bkuhn@ebb.org
Merge branch 'master' of oak.sfconservancy.org:npo-acct
2 files changed with 29 insertions and 1 deletions:
0 comments (0 inline, 0 general)
ExistingProjects/OpenPetra.mdwn
Show inline comments
...
 
@@ -23,2 +23,3 @@ Links
 
- [Extensibility is core](http://www.openpetra.org/organisation-benefits)
 
- Ledger-specific access control, three access levels.
 

	
...
 
@@ -34,2 +35,28 @@ Links
 

	
 
<pre>
 
2013-11-13 16:09:36     robp    quick reply re: fund accounting (and, to clarify, I'm not a "finance expert" but do have a good understanding of what the finance module in Petra - the percursor to OpenPetra - does)...as Tim points out we need to know from our finance users where Petra falls short of the requirements for fund accounting. Based on my rudimentary understanding of the term, I would think that much of what is needed for fund accounting can be achived with out Cost Centre structu
 
2013-11-13 16:09:36     robp    re (eg. production of BS and I&E reports on a specific part of the CC structure)
 
</pre>
 

	
 
## [[UseCases/Collaborating]] evaluation
 

	
 
- Possible to have a central application server with multiple ledgers, access control per ledger
 
- Multiple users can work on the same or separate ledgers at the same time
 

	
 
## [[UseCases/GeneratingReports]] evaluation
 

	
 
<pre>
 
2013-11-13 16:25:25     joar    and then about generating reports: http://npoacct.sfconservancy.org/UseCases/GeneratingReports/, ping robp
 
2013-11-13 16:26:36     TimIngham       Open Petra generates a lot of different types of reports
 
2013-11-13 16:27:17     TimIngham       At first it may be difficult to see which are the "standard" accounting ones, but I expect they're there.
 
2013-11-13 16:27:31     TimIngham       And if they're not, it's certainly our intention to add them.
 
2013-11-13 16:28:22     christiank      The Finance Module of (Open)Petra is very much written so that it is 'auditor-friendly' AND easy to use.
 
2013-11-13 16:28:48     christiank      - even for not-trained book-keepers.
 
2013-11-13 16:29:23     christiank      I mean users who aren't trained accountants, but learn accounting in the organisation on-the-job.
 
2013-11-13 16:31:57     christiank      joar: Not sure if numbers are important, but a quick check revealed that there are at least 32 Reports in the Finance Module of OpenPetra.
 
2013-11-13 16:34:30     christiank      joar: It has to be mentioned that OpenPetra is developed as a 'global solution' and hence some terms perhaps esp. in the Finance Module might deviate from US-specific terms.
 
2013-11-13 16:36:25     christiank      A bookkeeper (read: bkuhn in your case) would need to have a close look at what functionatlity in the Finance Module of OpenPetra does what to find those potential differences.
 

	
 
</pre>
 

	
 
## Comments
UseCases/Collaborating.mdwn
Show inline comments
...
 
@@ -3,3 +3,4 @@ As an accountant that collaborates with other accountants I need:
 
- Simultaneous editing of the same ledger
 
- Easy synchronization of entries from separate ledgers
 
- In the case of decentralized ledgers, such as ledger-cli files shared via DVCS
 
  - Easy synchronization of entries from separate ledgers
 

	
0 comments (0 inline, 0 general)