Functions to be included in Beta Summer 2018

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