NPO-Accounting/npo-accounting-ikiwiki Changeset - d8a932b4622f

Changeset - d8a932b4622f

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Brett Smith (brett) - 8 years ago 2016-08-31 19:29:10
brett@sfconservancy.org

Expand desired lifecycle tracking.

1 file changed with 16 insertions and 2 deletions:

Reimbursements/Requirements.mdwn

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Reimbursements/Requirements.mdwn

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@@ ... / @@ -191,14 +191,28 @@ effort for the first release. @@
     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
   * Support more review: a leader (such as a manager or program
     director) may need to review and approve a request along with, or
     instead of, the bookkeeper
     * Support automatically determining the appropriate leader for a
       payment request based on information in the request, like a
       "What project is this for?" selection
   * A new state after Approved, Filled, which means that the
     organization has arranged for payment to go out.  The requestor
     should receive a notification when their request moves to the
     Filled state.
   * A new state after Filled, Received, which means the requestor
     received payment.  Bookkeepers should receive a notification when
     the request moves to this state.
 * 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

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