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  1. UX Product
  2. UXPROD-1144

Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

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Details

    • Managing Financial Structures
    • Thunderjet
    • ghx-label-2

    Description

      Building the mechanisms and interfaces required to CRUD Finance Records, add values to those records and track the impact of acquisitions activities, such as orders and invoicing, on those values.

      TestRail: Results

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            relates to

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. MODFIN-1 Tasks contributing to the development of a storage layer for the Funds app

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-196 Value management through transactions.

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-197 View the total amounts available in Ledger and grouping of associated Funds.

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-198 The ability to filter the displayed funds and thus totals by associated tags

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-698 Search and filter finance records using tags

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-699 Display current Ledgers in the finance dashboard

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-700 Display current Funds associated with the selected Ledger(s) in the Finance dashboard

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-726 Ability to Search and Filter finance records

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-861 Ability to Encumber Funds base on purchase order

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-924 See materials paid for by more than one Fund

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Draft

            New Feature - New feature requests UXPROD-1218 Ability to create Ledgers, Funds, Budgets and Fiscal Years

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-1252 Finance UAT Round 1 Enhancements Part 1

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-1390 Update Hardcoded lists for Finance

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-1851 Addition of Group records to finance app

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-2053 Finance UAT Round 1 Enhancements Part 2

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-2167 Value management through transactions Part 2 - Payments, Credits and limits

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            New Feature - New feature requests UXPROD-520 Ability to process transactions that report amounts in currencies other than the "Default" currency

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-697 Ability to facilitate ordering and invoicing in currencies other than default currency

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-772 Rollover Encumbrances into the next Fiscal Year

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-1026 Update Hardcoded Lists for Orders

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases