NPO-Accounting/npo-accounting-ikiwiki Changeset - ec790b5b6051

Changeset - ec790b5b6051

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Bradley Kuhn (bkuhn) - 10 years ago 2013-11-14 00:01:21
bkuhn@ebb.org

Draft transactions use case.

3 files changed with 15 insertions and 1 deletions:

UseCases.mdwn

UseCases/DraftTransactions.mdwn

UseCases/ReimbursementRequest.mdwn

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UseCases.mdwn

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 - [[Double-entry Accounting|UseCases/DoubleEntryAccounting]]
 - [[TrackingIncomeType|UseCases/TrackingIncomeType]]
 - [[TrackingDocumentation|UseCases/TrackingDocumentation]]
 - [[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
 - [[Reading and Reporting API|UseCases/ReadingAPI]]
 - [[Storage API|UseCases/StorageAPI]]

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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@@ ... / @@ -22,13 +22,14 @@ The organization has to be able to easily: @@
     perhaps a volunteer project leader must approve, and then later by with
     fiduciary duty to the organization itself).
   * Ideally, the system would auto-detect any places where a travel and/or
     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
 From traveler's/reimbursement-requester's view, they'll need:
   * An easy, outward-facing web interface for submitting receipts.

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