From 621662513a714b9889d7470bd2aec649e619bf95 Mon Sep 17 00:00:00 2001 From: "Bradley M. Kuhn" Date: Wed, 6 Nov 2013 08:26:39 -0500 Subject: [PATCH] Added additional reports that I need. --- UseCases/GeneratingReports.mdwn | 13 ++++++++++++- 1 file changed, 12 insertions(+), 1 deletion(-) diff --git a/UseCases/GeneratingReports.mdwn b/UseCases/GeneratingReports.mdwn index 8fef03e..995a728 100644 --- a/UseCases/GeneratingReports.mdwn +++ b/UseCases/GeneratingReports.mdwn @@ -3,4 +3,15 @@ As an US-based NPO I need a way to *generate reports* in order to: - Send the reports to an auditor - Forward them to organization members. -*This is a stub. It will hopefully be expanded.* +The usual reports an NPO is expected to generate, and all of these should be generatable for any given date period: + +- [Trial balance](http://en.wikipedia.org/wiki/Trial_balance) +- [Bank Reconciliation Report](http://en.wikipedia.org/wiki/Bank_reconciliation) + + This report often needs to be generated with input from the user, since [the subset sum problem](http://en.wikipedia.org/wiki/Subset_sum_problem) is NP-complete, human intervention is often needed to identify the specific transactions to show on this report. +- [Chart of accounts](http://en.wikipedia.org/wiki/Chart_of_accounts) +- Cash Disbursments Journal +- Income Report (just a list/sum of all Income accounts for a period) +- Expenses Report (just a list/sum of all Expenses accounts for a period) +- [[Fund Report|UseCases/FundAccounting#FundReport]] + +Also, To handle [[UseCases/FundAccounting]] all of these reports should be generatable narrowed to specific funds.