Changeset - 341cf7c85b9c
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Brett Smith (brett) - 5 years ago 2016-08-31 18:04:15
brett@sfconservancy.org
copyediting
1 file changed with 22 insertions and 19 deletions:
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Reimbursements/Requirements.mdwn
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@@ -4,7 +4,7 @@
 

	
 
One short-term goal of the Non-Profit Accounting Project is to create a
 
system that allows (a) members of an organization, and external parties, to
 
submit requests for reimbursement or request for payment (e.g., invoices),
 
submit requests for reimbursement or request for payment like invoices,
 
and (b) the organization's bookkeepers, accountants, and managerial approvers
 
to review those requests, add them to the organization's books, and prepare
 
payment.  The primary motivation for this project is to save time both groups
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@@ -92,10 +92,10 @@ Bookkeepers can log into the system and see all requests.
 

	
 
When bookkeepers review a Submitted report, they can change the report's
 
state, and include a note explaining why the report was moved to that state
 
(e.g., moved back to In Progress because a specific receipt was insufficient
 
documentation).  When they do this, the system sends email to the requestor
 
letting them know about the change, including the rationale provided by the
 
bookkeeper.
 
(for example, the bookkeeper moved the request back to In Progress because a
 
specific receipt was insufficient documentation).  When they do this, the
 
system sends email to the requestor letting them know about the change,
 
including the rationale provided by the bookkeeper.
 

	
 
The bookkeeper can export any request to the books.  The first release of the
 
software will simply provide an archive that includes all of the request's
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@@ -120,9 +120,11 @@ built.
 
  "free."
 
  
 
* Usable without JavaScript: For consistent mission advocacy, it's important
 
  that some organizations not require requestor to use JavaScript.  (e.g., Tor
 
  browsers typically have JavaScript disabled because it can undermine Tor's
 
  anonymity guarantees.)  It should be possible to submit payment
 
  that some organizations not require requestors to use JavaScript.  For
 
  example, Tor browsers typically have JavaScript disabled because it can
 
  undermine Tor's anonymity guarantees; organiziations supporting Tor must
 
  support these users.
 
  It should be possible to submit payment
 
  requests without JavaScript.  The interface can be enhanced when JavaScript
 
  is available.
 
  
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@@ -145,10 +147,11 @@ existing system to use, or framework to build on, based on its ability to
 
support these features.  However, they needn't be a focus of development
 
effort for the first release.
 

	
 
* Allow optional questions: With this, question conditions probably need to
 
be extended to address the case of "other question isn't answered"
 
* Allow optional questions
 
  * Along with this, question conditions probably need to
 
    be extended to address the case of "other question isn't answered"
 

	
 
* Additional exporters:
 
* Additional exporters
 
  * Export to SQLedger
 
  * [Certainly many more, feel free to add them here]
 

	
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@@ -166,7 +169,7 @@ be extended to address the case of "other question isn't answered"
 
  * A leader may need to approve a request before
 
    it's added to the books, like an employee's manager or a program director
 

	
 
* Various currency improvements:
 
* Various currency improvements
 
   * Automatic currency conversion for validation (e.g., validate that an amount
 
     in an aribtrary currency is within a limit in USD)
 

	
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@@ -184,10 +187,10 @@ be extended to address the case of "other question isn't answered"
 
     these exchange rates to INR are horrible; I'll have them pay my USD
 
     account instead").
 
  
 
* Data import: Apps like [Tricky Tripper](http://trickytripper.blogspot.de/)
 
  let users track expenses for a trip as they go.  The system could import
 
  this data to prepopulate answers to questions about the request and
 
  expenses in it.  Probably there would be an import API that can map
 
  different import formats to a common format, and then administrators can
 
  define how questions in their system can be answered based on imported
 
  data.
 
* Data import
 
  * Apps like [Tricky Tripper](http://trickytripper.blogspot.de/) let users
 
    track expenses for a trip as they go.  The system could import this data
 
    to prepopulate answers to questions about the request and expenses in
 
    it.  Probably there would be an import API that can map different import
 
    formats to a common format, and then administrators can define how
 
    questions in their system can be answered based on imported data.
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