npo-accounting-ikiwiki/ExistingProjects/OpenPetra.mdwn
https://www.google.com/accounts/o8/id?id=AItOawlsIq244d3NLqSlVXQxLUsfbA4gA097Pdk b6c11beada small format change in previous change
2013-11-15 09:30:50 +01:00

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Markdown

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) <pre>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</pre>
## [[UseCases/FundAccounting]] evaluation
- 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
│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.