Improve financial/transactional reporting
Problem to be solved
Acquisitions staff and financial management staff need ready access to a variety of financial data for purposes of periodic reporting as well as understanding the overall instant status of various budgets and expense classes. This is particularly important as the end of the fiscal year approaches.
Additionally, there have been requests for increased export options and streamlined display of some data within the UI to streamline decision-making.
Requirement | Status | Use case(s) |
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Export transaction list for a given budget | pending |
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Add “expended” to summary views | pending | Library only spends from one FY at a time and has encumbrances that will roll over into the next FY. Library needs to know actual expenditures for end of year. |
Add “net expended” to detail views | confirmed |
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