## 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.      

<a id="evaluation"></a>

## Evaluation

### Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases

- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: Yes

- [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: Not sure. It provides an option to "Import GL[General Ledger] Transactions From Bank" which imports a CSV, other format file.

- [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: Has an editable, hiearchical chart of accounts. You can also export/import account hierarchies.

- [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: Not that I can find.

- [[Income Report|UseCases/GeneratingReports#income-report]]: Yes, combined with the expense report

- [[Expense Report|UseCases/GeneratingReports#expense-report]]: Yes, combined with the income report.

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

Can each of these reports be generated, confined to a specific temporarily

restricted asset type?

does, so I think it's tough to do it as a list of questions.

### Evaluation of the [[Community Health|UseCases/CommunityHealth]]

- Is the [[license both determined as Free Software by FSF and OSI-approved|USeCases/CommunityHealth#license-approved]]?

- Is the [[license GPL-compatible||UseCases/CommunityHealth#gpl-compatible]]?

- Does the project

  [[require assignment of copyright or a CLA to get code upstreamed|UseCases/CommunityHealth#no-cla-for-profit]]?

- How many

  [[active developers/companies contribute to the project||USeCases/CommunityHealth#dev-count]]?

     * If there aren't many, how hard would it be to take over the project if needed?

- Is there good [[developer documentation|UseCases/CommunityHealth#dev-docs]]?

- How easy it to [[engage as a developer with the community|UseCases/CommunityHealth#dev-welcoming]]?

## Pre-evaluation template evaluations

### [[UseCases/FundAccounting]] evaluation

- Supports multiple ledgers

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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>