Functions to be included in Beta Summer 2018: Difference between revisions
Jump to navigation
Jump to search
| Line 24: | Line 24: | ||
== Address management == | == Address management == | ||
* Create Partners of various classes | * Create Partners of various classes | ||
* Import Partners from text file | |||
* Find Partners | * Find Partners | ||
* Edit Partners | |||
* Subscriptions | * Subscriptions | ||
* Special Types | * Special Types | ||
Revision as of 06:45, 6 July 2015
This is a rough description which functions should work in Beta Summer 2015.
This list will be used for defining tests, and documentation.
Deliverables
- Windows Standalone version
- Linux Server application, with Windows Remote client
- English user interface
- Experimental support for german user interface
User management
- Login with your username
- Change password
- Change your own settings
- Add user
- retire user
- manage permissions of user
System Management
- Import Database from yml.gz
- Export Database to yml.gz
- Admin console for automated backups
Address management
- Create Partners of various classes
- Import Partners from text file
- Find Partners
- Edit Partners
- Subscriptions
- Special Types
- Reports for Addresses, Subscriptions, Special Types
Finance
Setup
- Create new ledger
- Import/Edit Account Hierarchy
- Import/Edit CostCentre Hierarchy
- manage gift motivation details
Donations
- Import from bank statement, with matching
- Create gift batches
- Post gift batches
- Print annual receipts
GL
- Create GL Batches
- Post GL Batches
- Close Month
- Close Year
- Finance Reports: Income and Expense Statement, Balance Sheet, Account Detail