diff --git a/ExistingProjects/EvaluationTemplate.mdwn b/ExistingProjects/EvaluationTemplate.mdwn index 9183e152725bce5cbee5f0bca53bf93f82620f06..825afc9e6189e782f4354ee1b7d3b073afdc6e78 100644 --- a/ExistingProjects/EvaluationTemplate.mdwn +++ b/ExistingProjects/EvaluationTemplate.mdwn @@ -6,9 +6,61 @@ - [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME - [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME +## 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. +# 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 + +- Does it support the concept of + [[a single functional currency|UseCases/MultiCurrency]], while still + permitting multi-currency entries? + +# Evaluation of [[draft transaction|UseCases/DraftTransactions]] UseCases + +- Does the system allow + [[generally for draft transactions|UseCases/DraftTransactions#draft-general]] + that can be later approved before officially being posted to the books? + ## Evaluation of WorkFlow UseCases -- [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]]: FIXME +- Is a [[specific workflow dictated by the system|UseCases/WorkFlow#workflow-dictated]] ? +- Is a [[the workflow configurable|UseCases/WorkFlow#workflow-configurable]] ? +- [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]] ? + +# Evaluation of the [[Reading and Reporting API|UseCases/ReadingAPI]] + +FIXME: This is assessment of what the API for manipulating the accounting +data does, so I think it's tough to do it as a list of questions. + +# Evaluation of the [[Storage API|UseCases/StorageAPI]] + +FIXME: This is assessment of what the API for storing the accounting data +does, so I think it's tough to do it as a list of questions.