Functions to be included in Beta Summer 2018
Jump to navigation
Jump to search
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 Account Hierarchy
- Import 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