Changeset - 3992fdfd9b1d
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Bradley Kuhn (bkuhn) - 7 years ago 2013-11-13 15:09:43
bkuhn@ebb.org
Documentation tracking use case.
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UseCases.mdwn
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@@ -19,3 +19,6 @@ You should add your use case as a subpage of the [[UseCases]] page, to create a
 
- [[Double-entry Accounting|UseCases/DoubleEntryAccounting]]
 
- [[API|UseCases/API]]
 
- [[TrackingIncomeType|UseCases/TrackingIncomeType]]
 
- [[TrackingDocumentation|UseCases/TrackingDocumentation]]
 
- [[Handling expense reports and reimbursement requests|UseCases/ReimbursementRequests]]
 
- [[Handling contractors and contracts|UseCases/ContractorsAndContracts]]
UseCases/TrackingDocumentation.mdwn
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new file 100644
 
# Tracking Documentation on Accounting Transactions
 

	
 
While [[double entry accounting|UseCases/DoubleEntryAccounting]] transactions
 
are the heart of any accounting system, auditors and managers need the
 
ability to dig down and determine what contracts, invoices, receipts or other
 
backup documentation relate to a given accounting document.
 

	
 
An adequate accounting system should provide easy link-up between
 
double-entry accounting transactions and the documentation that relates to
 
the transactions.  For example,
 
[[expense reports and reimbursement requests|UseCases/ReimbursementRequests]]
 
often have a myriad of receipts and invoices associated with them.
 
[[Handling contractors|UseCases/ContractorsAndContracts]] has similar types
 
of backup documentation.
 

	
 
Ideally, the system should allow the exploration of and linkage to
 
documentation in both directions.  It should be trivial to answer questions
 
such as:
 

	
 
   * I have this receipt/invoice from our document repository.  Which
 
     accounting transactions relate to this receipt?  Has the transaction
 
     been [[reimbursed|UseCases/ReimbursementRequests]]?
 

	
 
   * Looking at this invoice, can I see the transaction where it was accrued
 
     and paid?
 

	
 
   * Show me a list of invoices that haven't been paid, with links to those
 
     invoices.
 

	
 
   * Who approved this expense or payment?  Show me the email where they
 
     approved it.
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