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Pre-approval can wait until after the first release.

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This is a very valuable feature, and we want it soon, but it doesn't
have to be in literally the first release.
This commit is contained in:
Brett Smith 2016-08-31 10:20:52 -04:00
parent d921c03d6f
commit 49efe41741
1 changed files with 15 additions and 12 deletions
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27
Reimbursements/Requirements.mdwn
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@ -28,7 +28,7 @@ doable by a bookkeeper with appropriate privileges.
### Defining the request form ### 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. Accepted, and Rejected.
Administrators can define questions to ask the requestor about the entire Administrators can define questions to ask the requestor about the entire
@ -66,21 +66,13 @@ accommodations expenses, etc.).
### Requestor workflow ### Requestor workflow
Requestors can log in and see the status of all their requests. They can also 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. state.
When they view a report, it shows the questions and answers about the entire 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 report, and a list of associated expenses. Viewing a specific expense
similarly shows all the questions and answers about it. 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 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 report or an associated expense. They can also add an expense, which begins
by asking them unconditional questions associated with expenses, and then by asking them unconditional questions associated with expenses, and then
@ -157,8 +149,19 @@ be extended to address the case of "other question isn't answered"
* Export to SQLedger * Export to SQLedger
* [Certainly many more, feel free to add them here] * [Certainly many more, feel free to add them here]
* Richer lifecycle management: A leader may need to approve a request before * Richer lifecycle management
it's added to the books, like an employee's manager or a program director * 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
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