Functions to be included in Beta Summer 2018: Difference between revisions
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This is a rough description which functions should work in | This is a rough description which functions should work in Summer 2018. | ||
This list will be used for defining tests, and documentation. | 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 == | == Deliverables == | ||
* Linux Server application, with Javascript Client | |||
* Linux Server application, with | * English and German user interface | ||
* English | |||
== User management == | == User management == | ||
* Login with your username | * DONE Login with your username | ||
* Change password | * DONE Change password | ||
* Change your own settings | * Change your own settings | ||
* Add user | * Add user | ||
| Line 25: | Line 27: | ||
* Create Partners of various classes | * Create Partners of various classes | ||
* Import Partners from text file | * Import Partners from text file | ||
* Find Partners | * IN PROGRESS Find Partners | ||
* Edit Partners | * IN PROGRESS Edit Partners | ||
* Subscriptions | * Subscriptions | ||
* Special Types | * Special Types | ||
Revision as of 06:41, 28 March 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
- 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
- IN PROGRESS Find Partners
- IN PROGRESS 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