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  1. UX Product
  2. UXPROD-783

Ability to create a negative invoice that results in one or many credit transactions

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Details

    • Small < 3 days
    • Low
    • Small < 3 days
    • Thunderjet
    • 110.3
    • R5
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1

    Description

      Note: This will likely be moved to Q3 based on the communities priorities and the progress made in the Finance module to date

      Purpose: Libraries often receive credit statements that resemble invoices but add value back into the financial system.

      Note: Credits are effectively a Negative invoice

      High-Level Requirements:
      Ability to create a credit record
      specify an amount
      specify a fund distribution
      add a note
      identify the type of credit - donation, refund, gift, reimbursement etc

      TestRail: Results

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            relates to

            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

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1140 CRUD Payment and Credit Vouchers Manually and automatically when Invoices are processed

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

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1152 CRUD invoices and resolve/process invoices

            • 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

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases