Functions to be included in Beta Summer 2018: Difference between revisions
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(Created page with "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 Stand...") |
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=== Setup === | === Setup === | ||
* Create new ledger | * Create new ledger | ||
* Import Account Hierarchy | * Import/Edit Account Hierarchy | ||
* Import CostCentre Hierarchy | * Import/Edit CostCentre Hierarchy | ||
* manage gift motivation details | * manage gift motivation details | ||
Revision as of 19:55, 25 June 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
Address management
- Create Partners of various classes
- Find 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