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.
- No claims are listed in the pulldown of debet transactions
- The "set paid" option in the claims list is useless: either it's matches to a transaction or it's unpaid. No cash changes hands to everything should be traceable to a bank transaction.
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