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Brett Smith 2016-08-31 10:21:38 -04:00
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Reimbursements/Requirements.mdwn
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@ -4,7 +4,7 @@
One short-term goal of the Non-Profit Accounting Project is to create a One short-term goal of the Non-Profit Accounting Project is to create a
system that allows (a) members of an organization, and external parties, to system that allows (a) members of an organization, and external parties, to
submit requests for reimbursement or request for payment (e.g., invoices), submit requests for reimbursement or request for payment like invoices,
and (b) the organization's bookkeepers, accountants, and managerial approvers and (b) the organization's bookkeepers, accountants, and managerial approvers
to review those requests, add them to the organization's books, and prepare to review those requests, add them to the organization's books, and prepare
payment. The primary motivation for this project is to save time both groups payment. The primary motivation for this project is to save time both groups
@ -92,10 +92,10 @@ Bookkeepers can log into the system and see all requests.
When bookkeepers review a Submitted report, they can change the report's When bookkeepers review a Submitted report, they can change the report's
state, and include a note explaining why the report was moved to that state state, and include a note explaining why the report was moved to that state
(e.g., moved back to In Progress because a specific receipt was insufficient (for example, the bookkeeper moved the request back to In Progress because a
documentation). When they do this, the system sends email to the requestor specific receipt was insufficient documentation). When they do this, the
letting them know about the change, including the rationale provided by the system sends email to the requestor letting them know about the change,
bookkeeper. including the rationale provided by the bookkeeper.
The bookkeeper can export any request to the books. The first release of the The bookkeeper can export any request to the books. The first release of the
software will simply provide an archive that includes all of the request's software will simply provide an archive that includes all of the request's
@ -120,9 +120,11 @@ built.
"free." "free."
* Usable without JavaScript: For consistent mission advocacy, it's important * Usable without JavaScript: For consistent mission advocacy, it's important
that some organizations not require requestor to use JavaScript. (e.g., Tor that some organizations not require requestors to use JavaScript. For
browsers typically have JavaScript disabled because it can undermine Tor's example, Tor browsers typically have JavaScript disabled because it can
anonymity guarantees.) It should be possible to submit payment undermine Tor's anonymity guarantees; organiziations supporting Tor must
support these users.
It should be possible to submit payment
requests without JavaScript. The interface can be enhanced when JavaScript requests without JavaScript. The interface can be enhanced when JavaScript
is available. is available.
@ -145,10 +147,11 @@ existing system to use, or framework to build on, based on its ability to
support these features. However, they needn't be a focus of development support these features. However, they needn't be a focus of development
effort for the first release. effort for the first release.
* Allow optional questions: With this, question conditions probably need to * Allow optional questions
be extended to address the case of "other question isn't answered" * Along with this, question conditions probably need to
be extended to address the case of "other question isn't answered"
* Additional exporters: * Additional exporters
* Export to SQLedger * Export to SQLedger
* [Certainly many more, feel free to add them here] * [Certainly many more, feel free to add them here]
@ -166,7 +169,7 @@ be extended to address the case of "other question isn't answered"
* A leader may need to approve a request before * A leader may need to approve a request before
it's added to the books, like an employee's manager or a program director it's added to the books, like an employee's manager or a program director
* Various currency improvements: * Various currency improvements
* Automatic currency conversion for validation (e.g., validate that an amount * Automatic currency conversion for validation (e.g., validate that an amount
in an aribtrary currency is within a limit in USD) in an aribtrary currency is within a limit in USD)
@ -184,10 +187,10 @@ be extended to address the case of "other question isn't answered"
these exchange rates to INR are horrible; I'll have them pay my USD these exchange rates to INR are horrible; I'll have them pay my USD
account instead"). account instead").
* Data import: Apps like [Tricky Tripper](http://trickytripper.blogspot.de/) * Data import
let users track expenses for a trip as they go. The system could import * Apps like [Tricky Tripper](http://trickytripper.blogspot.de/) let users
this data to prepopulate answers to questions about the request and track expenses for a trip as they go. The system could import this data
expenses in it. Probably there would be an import API that can map to prepopulate answers to questions about the request and expenses in
different import formats to a common format, and then administrators can it. Probably there would be an import API that can map different import
define how questions in their system can be answered based on imported formats to a common format, and then administrators can define how
data. questions in their system can be answered based on imported data.