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Merge branch 'master' of oak.sfconservancy.org:npo-acct

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Bradley M. Kuhn 2013-11-13 10:57:56 -05:00
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ExistingProjects/OpenPetra.mdwn
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- [35 contributors](http://www.ohloh.net/p/openpetraorg) - [35 contributors](http://www.ohloh.net/p/openpetraorg)
- [Well-commented source code](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) - [Extensibility is core](http://www.openpetra.org/organisation-benefits)
- Ledger-specific access control, three access levels.
### Negative ### Negative
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- Supports multiple ledgers - Supports multiple ledgers
<pre>
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)
</pre>
## [[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
## [[UseCases/GeneratingReports]] evaluation
<pre>
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.
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.
</pre>
## Comments ## Comments
│15:48:14 christiank [\n] │15:48:14 christiank [\n]

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UseCases/Collaborating.mdwn
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As an accountant that collaborates with other accountants I need: As an accountant that collaborates with other accountants I need:
- Simultaneous editing of the same ledger - 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. in order to efficiently and collaboratively perform accounting tasks.