Files @ 6e91d81ce1cc
Branch filter:

Location: NPO-Accounting/npo-accounting-ikiwiki/ExistingProjects/npo-ledger-cli.mdwn

bkuhn
Additional request state: Pre-Approval

Many travel policies, for example, require that certain expenses be
approved before tickets can be purchased. An example from Conservancy's
travel policy include: hotel bookings beyond the GSA/Dept-of-State Per
Diem hotel rate, and flights that exceed the with-$100-of-cheapest rule.

As such, requestors need the ability to request preapproval.

These changes herein committed, however, do *not* account for the fact
that a request may already be "In Progress" when another expense comes
up. An example of that is a flight was booked already in policy and the
requestor, and uploaded, and the requestor then discovers later that the
hotel is out-of-policy and needs preapproval. We can perhaps ignore
this scenario for the first specification of this to avoid
feature-creep, but I wanted to flag it as a potential issue for future.

The work around might be that the Bookkeeper is allowed to move a
request between any state to another, so the work-around in this
specific instance may have to require an out-of-band conversation
between bookkeeper and requestor. That's not disaster.
npo-ledger-cli is in part published to
<https://gitorious.org/ledger/npo-ledger-cli/source/> and
<https://github.com/ledger/ledger/tree/master/contrib/non-profit-audit-reports>.

npo-ledger-cli is a setup for ledger-cli built for direct project (Model A)
fiscal sponsor NPOs. It enables the separation of fund accounts and internal
accounts by using ledger's hierarchical account namespaces.

npo-ledger-cli uses ledger-cli to attach metadata such as invoices, receipts to a transaction.

## Technical

- Uses [[Ledger]] as a base
- Perl scripts to automate tasks

## Preliminary evaluation

Documentation provided in
<https://gitorious.org/ledger/npo-ledger-cli/source/c9fc4a8761cd31b28282b9baa21b79f173b03807:npo-ledger-cli-tutorial.md>.
Users may benefit from familiarity with ledger-cli.

### Positive

- Built on ledger-cli, inherits much of the flexibility of ledger-cli.
- Stored in plain text files, easy to collaborate over a distributed version control system.

### Negative

- The skills of a collaborative software developer will be necessary for any
accountant wanting to collaborate.