Functions to be included in Beta Summer 2018: Difference between revisions

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* retire user
* retire user
* manage permissions of user
* manage permissions of user
== System Management ==
* Import Database from yml.gz
* Export Database to yml.gz
* Admin console for automated backups


== Address management ==
== Address management ==

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

System Management

  • Import Database from yml.gz
  • Export Database to yml.gz
  • Admin console for automated backups

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
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