From 70705b5ca5cc8a608e32fe271c825e21d4c3d5a2 Mon Sep 17 00:00:00 2001 From: "http://wandborg.se/" Date: Wed, 13 Nov 2013 16:15:59 +0100 Subject: [PATCH 1/5] Clarification --- UseCases/Collaborating.mdwn | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/UseCases/Collaborating.mdwn b/UseCases/Collaborating.mdwn index 3f0d495..c702a55 100644 --- a/UseCases/Collaborating.mdwn +++ b/UseCases/Collaborating.mdwn @@ -1,6 +1,7 @@ As an accountant that collaborates with other accountants I need: - Simultaneous editing of the same ledger -- Easy synchronization of entries from separate ledgers +- In the case of decentralized ledgers, such as ledger-cli files shared via DVCS + - Easy synchronization of entries from separate ledgers in order to efficiently and collaboratively perform accounting tasks. From 50908232a4354c007c764a44df737dffb236b821 Mon Sep 17 00:00:00 2001 From: "http://wandborg.se/" Date: Wed, 13 Nov 2013 16:22:15 +0100 Subject: [PATCH 2/5] --- ExistingProjects/OpenPetra.mdwn | 6 ++++++ 1 file changed, 6 insertions(+) diff --git a/ExistingProjects/OpenPetra.mdwn b/ExistingProjects/OpenPetra.mdwn index 341ef6d..10c32de 100644 --- a/ExistingProjects/OpenPetra.mdwn +++ b/ExistingProjects/OpenPetra.mdwn @@ -21,6 +21,7 @@ Links - [35 contributors](http://www.ohloh.net/p/openpetraorg) - [Well-commented source code](http://www.ohloh.net/p/openpetraorg) - [Extensibility is core](http://www.openpetra.org/organisation-benefits) +- Ledger-specific access control, three access levels. ### Negative @@ -32,6 +33,11 @@ Links - Supports multiple ledgers +
+2013-11-13 16:09:36     robp    quick reply re: fund accounting (and, to clarify, I'm not a "finance expert" but do have a good understanding of what the finance module in Petra - the percursor to OpenPetra - does)...as Tim points out we need to know from our finance users where Petra falls short of the requirements for fund accounting. Based on my rudimentary understanding of the term, I would think that much of what is needed for fund accounting can be achived with out Cost Centre structu
+2013-11-13 16:09:36     robp    re (eg. production of BS and I&E reports on a specific part of the CC structure)
+
+ ## Comments │15:48:14 christiank [\n] From 69a8bc7140c491919722659ab628868975540097 Mon Sep 17 00:00:00 2001 From: "http://wandborg.se/" Date: Wed, 13 Nov 2013 16:23:50 +0100 Subject: [PATCH 3/5] --- ExistingProjects/OpenPetra.mdwn | 5 +++++ 1 file changed, 5 insertions(+) diff --git a/ExistingProjects/OpenPetra.mdwn b/ExistingProjects/OpenPetra.mdwn index 10c32de..d5d2eb9 100644 --- a/ExistingProjects/OpenPetra.mdwn +++ b/ExistingProjects/OpenPetra.mdwn @@ -38,6 +38,11 @@ Links 2013-11-13 16:09:36 robp re (eg. production of BS and I&E reports on a specific part of the CC structure) +## [[UseCases/Collaborating]] evaluation + +- Possible to have a central application server with multiple ledgers, access control per ledger +- Multiple users can work on the same or separate ledgers at the same time + ## Comments │15:48:14 christiank [\n] From 9e5f5037f1ecfa07bebe8949a2e747d2377494aa Mon Sep 17 00:00:00 2001 From: "http://wandborg.se/" Date: Wed, 13 Nov 2013 16:34:35 +0100 Subject: [PATCH 4/5] --- ExistingProjects/OpenPetra.mdwn | 13 +++++++++++++ 1 file changed, 13 insertions(+) diff --git a/ExistingProjects/OpenPetra.mdwn b/ExistingProjects/OpenPetra.mdwn index d5d2eb9..17ae8e3 100644 --- a/ExistingProjects/OpenPetra.mdwn +++ b/ExistingProjects/OpenPetra.mdwn @@ -43,6 +43,19 @@ Links - Possible to have a central application server with multiple ledgers, access control per ledger - Multiple users can work on the same or separate ledgers at the same time +## [[UseCases/GeneratingReports]] evaluation + +
+2013-11-13 16:25:25     joar    and then about generating reports: http://npoacct.sfconservancy.org/UseCases/GeneratingReports/, ping robp
+2013-11-13 16:26:36     TimIngham       Open Petra generates a lot of different types of reports
+2013-11-13 16:27:17     TimIngham       At first it may be difficult to see which are the "standard" accounting ones, but I expect they're there.
+2013-11-13 16:27:31     TimIngham       And if they're not, it's certainly our intention to add them.
+2013-11-13 16:28:22     christiank      The Finance Module of (Open)Petra is very much written so that it is 'auditor-friendly' AND easy to use.
+2013-11-13 16:28:48     christiank      - even for not-trained book-keepers.
+2013-11-13 16:29:23     christiank      I mean users who aren't trained accountants, but learn accounting in the organisation on-the-job.
+2013-11-13 16:31:57     christiank      joar: Not sure if numbers are important, but a quick check revealed that there are at least 32 Reports in the Finance Module of OpenPetra.
+
+ ## Comments │15:48:14 christiank [\n] From 093cefbbebed44d8b661f8cf1d2046c0dcb2de1d Mon Sep 17 00:00:00 2001 From: "http://wandborg.se/" Date: Wed, 13 Nov 2013 16:43:03 +0100 Subject: [PATCH 5/5] --- ExistingProjects/OpenPetra.mdwn | 3 +++ 1 file changed, 3 insertions(+) diff --git a/ExistingProjects/OpenPetra.mdwn b/ExistingProjects/OpenPetra.mdwn index 17ae8e3..b0a2c07 100644 --- a/ExistingProjects/OpenPetra.mdwn +++ b/ExistingProjects/OpenPetra.mdwn @@ -54,6 +54,9 @@ Links 2013-11-13 16:28:48 christiank - even for not-trained book-keepers. 2013-11-13 16:29:23 christiank I mean users who aren't trained accountants, but learn accounting in the organisation on-the-job. 2013-11-13 16:31:57 christiank joar: Not sure if numbers are important, but a quick check revealed that there are at least 32 Reports in the Finance Module of OpenPetra. +2013-11-13 16:34:30 christiank joar: It has to be mentioned that OpenPetra is developed as a 'global solution' and hence some terms perhaps esp. in the Finance Module might deviate from US-specific terms. +2013-11-13 16:36:25 christiank A bookkeeper (read: bkuhn in your case) would need to have a close look at what functionatlity in the Finance Module of OpenPetra does what to find those potential differences. + ## Comments