Changeset - ec790b5b6051
[Not reviewed]
0 2 1
Bradley Kuhn (bkuhn) - 7 years ago 2013-11-14 00:01:21
bkuhn@ebb.org
Draft transactions use case.
3 files changed with 15 insertions and 1 deletions:
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UseCases.mdwn
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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
 

	
UseCases/DraftTransactions.mdwn
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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
 
correctly.
 

	
 
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.
UseCases/ReimbursementRequest.mdwn
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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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