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http://danielpocock.com/ http://danielpocock.com/@web - 8 years ago 2013-11-15 15:30:51

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@@ -9,7 +9,78 @@ Daniel Pocock:
 
* No server processes required other than PostgreSQL itself
 
* Front end is C++ Qt client that each user installs,
 
* it seems to run OK over VPN (IPsec) to a remote PostgreSQL
 
* It has a permissioning system, the PostgreSQL users are Postbooks users
 
* it can be customised by adding fields and buttons to forms and adding custom logic using JavaScript
 
* The developers are also making a full web/mobile Postbooks solution that works with the same database, it is not packaged yet
 
* the developers (xTuple) operate as a software development company maintaining the code, running an annual conference, supporting business deployments, etc
 
* the CPAL license is potentially not GPL compatible, although it is agreed that CPAL is a free license
 

	
 

	
 
## Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases
 
- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: FIXME
 
- [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: FIXME
 
- [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: FIXME
 
- [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME
 
- [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME
 
- [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME
 

	
 
## Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases for Fund Accounting
 

	
 
Can each of these reports be generated, confined to a specific temporarily
 
restricted asset type?
 
   
 
- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: FIXME
 
- [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: FIXME
 
- [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: FIXME
 
- [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME
 
- [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME
 
- [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME
 

	
 
## Evaluation of [[Fund Accounting|UseCases/FundAccounting]] UseCases
 

	
 
- [[Fund-only View|UseCases/FundAccounting#fund-view]]
 
- [[Funds as part of whole org View|UseCases/FundAccounting#fundless-view]]
 
- [[Ignore Funds for operations|UseCases/FundAccounting#fundless-view]]
 

	
 
## [[UseCases/Collaborating]] evaluation
 
- [[Simultaneous Editing of Ledger|UseCases/Collaborating#simultaneous-ledger-edits]]: FIXME
 
- FIXME: Other uses cases need rewrite.
 

	
 
# Evaluation of [[Double-entry Accounting|UseCases/DoubleEntryAccounting]] UseCases
 

	
 
- Does the system implement pure double-entry accounting? YES
 

	
 
# Evaluation of [[TrackingDocumentation|UseCases/TrackingDocumentation]] UseCases
 

	
 
- Does the system [[link up to external documentation|UseCases/TrackingDocumentation#document-link-up]]?
 

	
 
- Does it have a [[the ability to explore transactions via documentation linkage|UseCases/TrackingDocumentation#document-link-explore]]?
 

	
 
# Evaluation of [[Handling multiple currencies|UseCases/MultiCurrency]] UseCases
 

	
 
- Does it support the concept of
 
  [[a single functional currency|UseCases/MultiCurrency]], while still
 
  permitting multi-currency entries?
 

	
 
# Evaluation of [[draft transaction|UseCases/DraftTransactions]] UseCases
 

	
 
- Does the system allow
 
  [[generally for draft transactions|UseCases/DraftTransactions#draft-general]]
 
  that can be later approved before officially being posted to the books? 
 

	
 
## Evaluation of WorkFlow UseCases
 
- Is a [[specific workflow dictated by the system|UseCases/WorkFlow#workflow-dictated]] ?
 
- Is a [[the workflow configurable|UseCases/WorkFlow#workflow-configurable]] ?
 
- [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]] ?
 

	
 
# Evaluation of the [[Reading and Reporting API|UseCases/ReadingAPI]]
 

	
 
FIXME: This is assessment of what the API for manipulating the accounting
 
data does, so I think it's tough to do it as a list of questions.
 

	
 
# Evaluation of the [[Storage API|UseCases/StorageAPI]]
 

	
 
Using PostgreSQL as the back-end
 

	
 
## [[UseCases/WorkFlow]] evaluation
 
- [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]]: FIXME
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