@@ -25,13 +25,13 @@ sysadmin-level technical expertise to do this, but ultimately it should be
doable by a bookkeeper with appropriate privileges.
## Requirements for first release
### Defining the request form
Requests for payment have five states: Pre-Approval, In Progress, Submitted,
Requests for payment have four states: In Progress, Submitted,
Accepted, and Rejected.
Administrators can define questions to ask the requestor about the entire
request, and about each expense in the request. The system can display
forms, validate answers, and record answers for questions with the following
types of answers:
@@ -63,27 +63,19 @@ receipt, amount), and then a series of conditional questions based on those
answers (e.g., follow-up questions specific to airfare expenses,
accommodations expenses, etc.).
### Requestor workflow
Requestors can log in and see the status of all their requests. They can also
create a new request, which starts either the Pre-Approval or the In Progress
create a new request, which starts in the In Progress
state.
When they view a report, it shows the questions and answers about the entire
report, and a list of associated expenses. Viewing a specific expense
similarly shows all the questions and answers about it.
When a report is in the Pre-Approval state, the requestor is submitting not
receipts or invoices, but documents regarding potential expenses that have
not yet 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.
When a report is In Progress state, the requestor can edit any answer in the
report or an associated expense. They can also add an expense, which begins
by asking them unconditional questions associated with expenses, and then
follow-up questions as necessary based on those answers.
When an In Progress report has at least one expense associated with it, and
@@ -154,14 +146,25 @@ know that they've been considered and aren't immediately possible.
be extended to address the case of "other question isn't answered"
* Additional exporters:
* Export to SQLedger
* [Certainly many more, feel free to add them here]
* Richer lifecycle management: A leader may need to approve a request before
it's added to the books, like an employee's manager or a program director
* Richer lifecycle management
* Support requests for pre-approval, probably with two states
"Pre-Approval In Progress" and "Pre-Approval Submitted." In the
Pre-Approval state, the requestor is submitting not receipts or
invoices, but documents regarding potential expenses that have not yet
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
* Various currency improvements:
* Automatic currency conversion for validation (e.g., validate that an amount
in an aribtrary currency is within a limit in USD)
* Validate currency amounts from outside data sources: The main case for