NPO-Accounting/npo-accounting-ikiwiki Changeset - 2eae6a2571e1

Changeset - 2eae6a2571e1

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http://danielpocock.com/ http://danielpocock.com/@web - 10 years ago 2013-11-15 15:30:51

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ExistingProjects/Postbooks.mdwn

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ExistingProjects/Postbooks.mdwn

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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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