Changeset - 16d02e954c0c
[Not reviewed]
Merge
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Bradley Kuhn (bkuhn) - 8 years ago 2013-11-13 15:57:56
bkuhn@ebb.org
Merge branch 'master' of oak.sfconservancy.org:npo-acct
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ExistingProjects/OpenPetra.mdwn
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## Preliminary evaluation
 

	
 
- [Started in 2009](http://www.ohloh.net/p/openpetraorg)
 

	
 
### Positive
 

	
 
- i18n, l10n
 
- Supports server-client deployments as well as standalone deployment.
 
- [Actively developed](http://www.ohloh.net/p/openpetraorg)
 
- [35 contributors](http://www.ohloh.net/p/openpetraorg)
 
- [Well-commented source code](http://www.ohloh.net/p/openpetraorg)
 
- [Extensibility is core](http://www.openpetra.org/organisation-benefits)
 
- Ledger-specific access control, three access levels.
 

	
 
### Negative
 

	
 
- In BETA state, presently used by at least two organizations, one for accounting, one for contact management.
 
- [Decreasing Y-O-Y commits](http://www.ohloh.net/p/openpetraorg) <pre>2013-11-13 16:10:00     christiank      joar: I have checked for the source of increased commits in January 2011: It is a mixture of a huge bug-fixing spree and the result of a merge-into-trunk of a Sideline Branch, which then still needed more development</pre>
 

	
 

	
 
## [[UseCases/FundAccounting]] evaluation
 

	
 
- Supports multiple ledgers
 

	
 
<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
 

	
 
    │15:48:14      christiank [\n]
 
    | In case you or bkuhn want to read up for yourself what OpenPetra will be  │
 
    | covering in its Finance Module when it is completed then you can have a   │
 
    | look at the Petra Finance User Guide                                      │
 
    | (http://www.openpetra.org/en/user-manuals). OpenPetra is based on Petra   │
 
    | in terms of functionality.      
UseCases/Collaborating.mdwn
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As an accountant that collaborates with other accountants I need:
 

	
 
- Simultaneous editing of the same ledger
 
- In the case of decentralized ledgers, such as ledger-cli files shared via DVCS
 
  - Easy synchronization of entries from separate ledgers
 

	
 
in order to efficiently and collaboratively perform accounting tasks.
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