Changeset - 6256f0b305aa
[Not reviewed]
0 3 0
Bradley Kuhn (bkuhn) - 8 years ago 2013-11-15 00:22:21
bkuhn@ebb.org
I keep forgetting <a /> doesn't work.
3 files changed with 3 insertions and 3 deletions:
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UseCases/DraftTransactions.mdwn
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# Generating Draft Transactions
 

	
 
<a id="draft-general"/>
 
<a id="draft-general"></a>
 

	
 
As a manager at a nonprofit, I need the ability to have staff propose draft
 
transactions that are not added to the books official until approved.
 

	
 
As a bookkeeper, I'd like the ability to set up and review draft transactions
 
before officially adding them to the books, so I can see if they were entered
UseCases/MultiCurrency.mdwn
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...
 
@@ -6,13 +6,13 @@ flexibility in how multiple currencies are supported can render the feature
 
useless to some organizations.
 

	
 
There are roughly two operating modes that I've observed in use by non-profit
 
organizations.
 

	
 
## A "One Native Currency" Organization
 
<a id="functional-currency"/>
 
<a id="functional-currency"></a>
 
In the USA at least, and perhaps elsewhere, the native currency to the
 
location of the entity is treated as the "one true currency" (which the USA
 
IRS calls your "functional currency") of the organization.  Specifically in
 
the USA, the IRS makes
 
[the following recommendation regarding currency conversion](http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Foreign-Currency-and-Currency-Exchange-Rates):
 

	
UseCases/TrackingDocumentation.mdwn
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@@ -13,13 +13,13 @@ the transactions.  For example,
 
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:<a id="document-link-explore"/>
 
such as:<a id="document-link-explore"></a>
 

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

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