Changeset - 3b90ef14d197
[Not reviewed]
0 1 0
Brett Smith (brett) - 7 years ago 2016-09-06 15:15:25
brett@sfconservancy.org
Add payment automation as a desired reimbursements feature.
1 file changed with 13 insertions and 0 deletions:
0 comments (0 inline, 0 general)
Reimbursements/Requirements.mdwn
Show inline comments
...
 
@@ -217,35 +217,48 @@ effort for the first release.
 
  USD, EUR, and CHR, but wants payment in INR.  Unclear what
 
  interface for this would look like, but real-time data about past currency
 
  rates might be available via an API somewhere, and we can use that to have
 
  the requestor give us "preferred currency for payment" so all changes
 
  happen in real time in the interface (even allowing the requestor to be
 
  able to decide *while filling out the report*: "ugh, these exchange rates
 
  to INR are horrible; I'll have them pay my USD account instead").
 
  
 
## Desired features
 

	
 
These are features that we would also, ultimately, like the system to
 
have.  But they're not as critical as the features in the previous
 
section, and they don't need to hold as much sway over the choice of a
 
base system or framework.
 

	
 
* 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.
 

	
 
* Automatically prepare payment
 

	
 
  * Print checks with the requestor's name and approved amount
 

	
 
  * Automatically submit wire transfers through standard APIs like HBCI
 

	
 
  [I think this is required functionality for the NPO Accounting Project in
 
  the long term, but there are probably other solutions if it's not
 
  included directly in this reimbursement system.  I think we'd be willing
 
  to use an existing system or framework that didn't have a good way to
 
  provide this functionality, as long as there could be another way to build
 
  it.]
 

	
 
* Provide iCalendar feeds for request-related tasks
 

	
 
  We could implement any combination of the following:
 

	
 
  * Each request has its own iCalendar feed
 

	
 
  * Each user has their own iCalendar feed, which includes tasks for
 
    all the requests they're involved in
 

	
 
  * Each user has their own iCalendar feed, with deadlines aggregated
 
    within it (e.g., "3 requests outstanding more than 60 days")
0 comments (0 inline, 0 general)