Changeset - ec790b5b6051
[Not reviewed]
0 2 1
Bradley Kuhn (bkuhn) - 7 years ago 2013-11-14 00:01:21
Draft transactions use case.
3 files changed with 15 insertions and 1 deletions:
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@@ -23,6 +23,7 @@ You should add your use case as a subpage of the [[UseCases]] page, to create a
- [[Handling expense reports and reimbursement requests|UseCases/ReimbursementRequest]]
- [[Handling contractors and contracts|UseCases/ContractorsAndContracts]]
- [[Handling multiple currencies|UseCases/MultiCurrency]]
- [[Draft transactions and approval|UseCases/DraftTransactions]]

### Technical-User-Center Use Cases

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new file 100644
# Generating Draft Transactions

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

It should be possible to view any [[reports|GeneratingReports]] or other
system information as if the draft transactions have been applied, via some
configurable option.
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@@ -25,7 +25,8 @@ The organization has to be able to easily:
    reimbursement policy for the organization is violated (or mandates
    additional approvals).
  * Ideally, the system could "set up" accounting entries for "merger" into
    the accounts, based on an expense report submitted.
    the accounts, based on an expense report submitted, via some
    [[draft transacting approval process|DraftTransactions]].
## Reimbursement: The Traveler's View

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