Functions to be included in Beta Summer 2018

This is a rough description which functions should work in Summer 2018.

This list will be used for defining tests, and documentation.

We are first aiming only for small charities, and general functionality.

see also: Functionality that should be implemented for bigger charities

Deliverables

• Linux Server application, with Javascript Client
• English and German user interface

User management

• DONE Login with your username
• DONE Change password
• PARTIALLY DONE Change your own settings (eg. language)
• DONE Add user
• DONE retire/unretire user
• DONE 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
• IN PROGRESS Find Partners
• IN PROGRESS Edit Partners
  • only one address per person
• Subscriptions
  • only one subscription per person
• 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