Project Plan with Progress Stage 1: Difference between revisions
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=== Accounts Payable === | === Accounts Payable === | ||
=== International Clearing House === | === International Clearing House === | ||
Deferred to Stage 2 | |||
=== Budget === | === Budget === | ||
=== Invoicing === | === Invoicing === | ||
=== Reporting === | === Reporting === |
Revision as of 09:36, 24 November 2010
Contact Management system
ID | Requirement | Priority | Estimated Effort | Current Progress | Comment |
---|---|---|---|---|---|
CM1 | create new partner with address | 1 | 90% | a couple of bugs. more detailed partner edit functions are in separate points | |
CM2 | find existing partners | 1 | 60% | Some functionality of Petra 2.3 still missing | |
CM3 | manage partner subscriptions | 1 | 0% | part of partner edit | |
CM4 | manage family relationships | 2 | 0% | part of partner edit |
Finance System
GL General Ledger
ID | Requirement | Priority | Estimated Effort | Current Progress | Comment |
---|---|---|---|---|---|
GL1 | create new ledger, delete an empty ledger | 1 | 90% | useful for users that want to start with the demo database. there is a bug with permissions | |
GL2 | maintain GLBatches, Journals, Transactions | 1 | 80% | ||
GL3 | Export and Import of GLBatches | 1 | 90% | still needs testing | |
GL4 | Analysis Attributes | 2 | 90% | still needs testing | |
GL5 | Maintain Account and Cost Centre Hierarchy | 1 | 90% | still needs testing | |
GL6 | Transactions to Foreign Currency Accounts | 2 | 0% | ||
GL7 | Post Transactions | 1 | 80% | ||
GL8 | Reverse or Adjust Transactions | 1 | 0% | ||
GL9 | Reduce number of tables | 1 | 0% | investigate a_previous_year_transaction etc |
Period and Year end processing
ID | Requirement | Priority | Estimated Effort | Current Progress | Comment |
---|---|---|---|---|---|
YE1 | run a period end | 2 | 0% | create some GL transactions and post them, close a month | |
YE2 | run a year end | 2 | 0% | create some GL transactions and post them, close a the full year |
Donations processing
ID | Requirement | Priority | Estimated Effort | Current Progress | Comment |
---|---|---|---|---|---|
GR1 | maintain gift batches and gift transactions | 1 | 30% | ||
GR2 | post gift batches | 1 | 80% | ||
GR3 | import gifts from bank statements | 1 | 70% | ||
GR4 | export and import gifts from Excel/CSV | 1 | 30% | ||
GR5 | print gift receipts | 1 | 80% |
Accounts Payable
International Clearing House
Deferred to Stage 2