NPO-Accounting/npo-accounting-ikiwiki Changeset - 9f5afbfda8fb

Changeset - 9f5afbfda8fb

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http://wandborg.se/ Joar@web - 10 years ago 2013-11-25 20:38:42

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ExistingProjects/OpenPetra.mdwn

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ExistingProjects/OpenPetra.mdwn

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 ## 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
 <div class="alert alert-warning">The OpenPetra evaluation has been discontinued due to the instability of the linux client.</div>
 ### Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases
 - [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: Yes
 - [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: FIXME
 - [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: FIXME
 - [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME
 - [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME
 - [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME
 - [[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?
 - [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: FIXME
 - [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: FIXME
 - [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: FIXME
 - [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME
 - [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME
 - [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME
 ### Evaluation of [[Fund Accounting|UseCases/FundAccounting]] UseCases
 - [[Fund-only View|UseCases/FundAccounting#fund-view]]
 - [[Funds as part of whole org View|UseCases/FundAccounting#fundless-view]]
 - [[Ignore Funds for operations|UseCases/FundAccounting#fundless-view]]
 ### [[UseCases/Collaborating]] evaluation
 - [[Simultaneous Editing of Ledger|UseCases/Collaborating#simultaneous-ledger-edits]]: FIXME
 - FIXME: Other uses cases need rewrite.
 - [[Simultaneous Editing of Ledger|UseCases/Collaborating#simultaneous-ledger-edits]]: Yes
 ### Evaluation of [[Double-entry Accounting|UseCases/DoubleEntryAccounting]] UseCases
 - Does the system implement pure double-entry accounting?
 ### Evaluation of [[TrackingDocumentation|UseCases/TrackingDocumentation]] UseCases
 - Does the system [[link up to external documentation|UseCases/TrackingDocumentation#document-link-up]]?
 - Does it have a [[the ability to explore transactions via documentation linkage|UseCases/TrackingDocumentation#document-link-explore]]?
 ### Evaluation of [[Handling multiple currencies|UseCases/MultiCurrency]] UseCases

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