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  1. User Experience Design
  2. UX-407

UX: Update Fiscal year, Ledger and group summaries in Finance app

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    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Priority: P3
    • Resolution: Done
    • Labels:
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      Description

      Purpose
      As a library staff member I want to be able to quickly see the values that are important to me in a new "Financial summary" accordion when viewing a Fiscal year, ledger or group record in the Finance app.

      Note: these values were updated for the budget screen in UX-399. In each record the values are calculated based on the budgets that relate to the record

      Values include:

      • Initial allocation
      • Increase in allocation
      • Decrease in allocation
      • Allocated
      • Net transfers
      • Total Funding
      • Available Funding
      • Encumbered
      • Awaiting payment
      • Expended
      • Unavailable
      • Over encumbered
      • Over expended

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                kkester Kimie Kester
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                  Updated:
                  Resolved:

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