Links - [Project homepage](http://openpetra.org) - [Source code](https://code.launchpad.net/~openpetracore/openpetraorg/trunkhosted) - [ohloh](http://www.ohloh.net/p/openpetraorg) ## Technical - C# [.NET, Mono] - SQL [SQLite, MySQL, PostgreSQL] ## Preliminary evaluation - [Started in 2009](http://www.ohloh.net/p/openpetraorg) ### Positive - i18n, l10n - Supports server-client deployments as well as standalone deployment. - [Actively developed](http://www.ohloh.net/p/openpetraorg) - [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. - using fixed point arithmetic: System.Decimal data type for all money related variables (changed from Double to Decimal in end of 2010: [commit](https://github.com/openpetra/openpetra/commit/a1717237825a6c8f0d5e032c843241ed918e2344)) ### Negative - In BETA state, presently used by at least two organizations, one for accounting, one for contact management. - [Decreasing Y-O-Y commits](http://www.ohloh.net/p/openpetraorg) 
2013-11-13 16:10:00     christiank      joar: I have checked for the source of increased commits in January 2011: It is a mixture of a huge bug-fixing spree and the result of a merge-into-trunk of a Sideline Branch, which then still needed more development
## Comments │15:48:14 christiank [\n] | In case you or bkuhn want to read up for yourself what OpenPetra will be │ | covering in its Finance Module when it is completed then you can have a │ | look at the Petra Finance User Guide │ | (http://www.openpetra.org/en/user-manuals). OpenPetra is based on Petra │ | in terms of functionality. ## Evaluation
The OpenPetra evaluation has been discontinued due to the instability of the linux client.
### Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases - [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: Yes - [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: Not sure. It provides an option to "Import GL[General Ledger] Transactions From Bank" which imports a CSV, other format file. - [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: Has an editable, hiearchical chart of accounts. You can also export/import account hierarchies. - [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: Not that I can find. - [[Income Report|UseCases/GeneratingReports#income-report]]: Yes, combined with the expense report - [[Expense Report|UseCases/GeneratingReports#expense-report]]: Yes, combined with the income report. ### Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases for Fund Accounting Can each of these reports be generated, confined to a specific temporarily restricted asset type? - [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: FIXME - [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: FIXME - [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: FIXME - [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME - [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME - [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME ### Evaluation of [[Fund Accounting|UseCases/FundAccounting]] UseCases - [[Fund-only View|UseCases/FundAccounting#fund-view]] - [[Funds as part of whole org View|UseCases/FundAccounting#fundless-view]] - [[Ignore Funds for operations|UseCases/FundAccounting#fundless-view]] ### [[UseCases/Collaborating]] evaluation - [[Simultaneous Editing of Ledger|UseCases/Collaborating#simultaneous-ledger-edits]]: Yes ### Evaluation of [[Double-entry Accounting|UseCases/DoubleEntryAccounting]] UseCases - Does the system implement pure double-entry accounting? ### Evaluation of [[TrackingDocumentation|UseCases/TrackingDocumentation]] UseCases - Does the system [[link up to external documentation|UseCases/TrackingDocumentation#document-link-up]]? - Does it have a [[the ability to explore transactions via documentation linkage|UseCases/TrackingDocumentation#document-link-explore]]? ### Evaluation of [[Handling multiple currencies|UseCases/MultiCurrency]] UseCases - Does it support the concept of [[a single functional currency|UseCases/MultiCurrency]], while still permitting multi-currency entries? ### Evaluation of [[draft transaction|UseCases/DraftTransactions]] UseCases - Does the system allow [[generally for draft transactions|UseCases/DraftTransactions#draft-general]] that can be later approved before officially being posted to the books? ### Evaluation of WorkFlow UseCases - Is a [[specific workflow dictated by the system|UseCases/WorkFlow#workflow-dictated]] ? - Is a [[the workflow configurable|UseCases/WorkFlow#workflow-configurable]] ? - [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]] ? ### Evaluation of the [[Reading and Reporting API|UseCases/ReadingAPI]] FIXME: This is assessment of what the API for manipulating the accounting data does, so I think it's tough to do it as a list of questions. ### Evaluation of the [[Storage API|UseCases/StorageAPI]] FIXME: This is assessment of what the API for storing the accounting data does, so I think it's tough to do it as a list of questions. ### Evaluation of the [[Community Health|UseCases/CommunityHealth]] - Is the [[license both determined as Free Software by FSF and OSI-approved|USeCases/CommunityHealth#license-approved]]? - Is the [[license GPL-compatible||UseCases/CommunityHealth#gpl-compatible]]? - Does the project [[require assignment of copyright or a CLA to get code upstreamed|UseCases/CommunityHealth#no-cla-for-profit]]? - How many [[active developers/companies contribute to the project||USeCases/CommunityHealth#dev-count]]? * If there aren't many, how hard would it be to take over the project if needed? - Is there good [[developer documentation|UseCases/CommunityHealth#dev-docs]]? - How easy it to [[engage as a developer with the community|UseCases/CommunityHealth#dev-welcoming]]? ## Pre-evaluation template evaluations ### [[UseCases/FundAccounting]] evaluation - 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)
### [[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 
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.