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= Bugs = | = Bugs = | ||
* Transactions of larger amount than 1 month's membership for 1 member can be split up but there's no way to see the remaining amount after matching it to the first invoice. | * Transactions of larger amount than 1 month's membership for 1 member can be split up but there's no way to see the remaining amount after matching it to the first invoice. | ||
= Wishlist/todo = | = Wishlist/todo = | ||
Revision as of 20:51, 21 May 2014
WAT DIS?
This page is about the finance system which is accessible via the Portal. It's a system for the financial book keeping of the space.
Features
Administration
- Import bank transaction XML files
- Match transactions with claims and membership subscriptions
- Create subscriptions for members (automatically prolonged creating monthly invoices)
- Add people (for claims and subscriptions)
Members
- See your own claims reimbursed and open)
- Create claims for expenses
- See your own membership payment status (paid and open)
Bugs
- Transactions of larger amount than 1 month's membership for 1 member can be split up but there's no way to see the remaining amount after matching it to the first invoice.
Wishlist/todo
- A "detail view" when clicking on a transaction allowing:
- more ways to book it over multiple invoices/claims
- creating a claim on the fly instead of going to the claims screen first
- Automatically book transactions against known bank accounts (sub-wish: field to register bank accounts in the address book)
- Separately for debet bookings (rent, cost of bank account)
- Separately for credit bookings (known members)