Finance

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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