Changeset - 98b5bc47fa74
[Not reviewed]
0 1 0
Brett Smith (brett) - 8 years ago 2016-08-31 19:23:29
brett@sfconservancy.org
markup cleanup
1 file changed with 4 insertions and 0 deletions:
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Reimbursements/Requirements.mdwn
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@@ -168,28 +168,31 @@ effort for the first release.
 

	
 
* Ask additional questions based on policy validations
 

	
 
  For example, "If the expense type is office supplies, and the cost is over
 
  $50, prompt for a receipt."
 

	
 
* Allow optional questions
 

	
 
  Along with this, policy validations probably need to
 
  be extended to address the case of "other question isn't answered"
 

	
 
* Additional exporters
 

	
 
  * Export to SQLedger
 

	
 
  * [Certainly many more, feel free to add them here]
 

	
 
* Richer lifecycle management
 

	
 
  * Support requests for pre-approval, probably with two states
 
    "Pre-Approval In Progress" and "Pre-Approval Submitted."  In the
 
    Pre-Approval state, the requestor is submitting not receipts or
 
    invoices, but documents regarding potential expenses that have not yet
 
    been incurred, but for which organization policies require preapproval
 
    by organizational management ahead of time.  The appropriate management
 
    representatives are duly notified by the system of pending Pre-Approval
 
    requests, and their approval moves the request into the In Progress
 
    state.  Their rejection moves the request to the Rejected sate.
 

	
 
  * A leader may need to approve a request before
 
    it's added to the books, like an employee's manager or a program director
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@@ -197,18 +200,19 @@ effort for the first release.
 
* Show currency amounts in the requestor's reimbursement currency
 

	
 
  For example, the requestor can submit a reimbursement with expenses in
 
  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").
 
  
 
* 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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