Allow user to export invoices
- Dennis Bridges
UXPROD-3435 - Getting issue details... STATUS
Problem(s):
- Users are not easily able to export invoice data to run financial reports without a reporting tool
Use Cases & Requirements:
| Requirement | Status | Use cases |
|---|---|---|
| Ability to export invoices directly to csv | PENDING | Our library staff always link invoices to an order, but I know from other libraries in our network that they don’t always link invoices to an order. So I think, an export of invoices in the Invoice App is also important. |
Ability to pre-filter result set by specific criteria including Paid Date and Expense Class | PENDING | Need to filter for specific invoice data so that reporting out for different circumstances doesn't require additional labour intensive filtering of exported data. The filters in the invoice app include paid date, which is not an option currently in the orders app. If we were able to include (and filter by) invoice data, exporting from the order app would be fine. Most times, we need to include payments from a precious invoice paid date range. |
Ability to export invoice, invoice line, adjustment, Fund distributions and including title and price. | PENDING | We need to have both PO/POL and INVOICE fields export into the same csv file. It's vital for creating spreadsheets for corrections, such as fixing a payment that used the incorrect expense class. Right now, we can identify the problem POLs that need to be 'unpaid' and 'repaid', but cannot provide invoice data needed for making the correction. |
| Include voucher data in export, voucher number, dispersement number, dispersement date | PENDING | These exports could be used for following up on voucher export issues as well. |
Incorporate invoice data into the existing order export functionality (See UXPROD-3466 - Getting issue details... STATUS ) for more detail on this requirement | PENDING | We need to have both PO/POL and INVOICE fields export into the same csv file. It's vital for creating spreadsheets for corrections, such as fixing a payment that used the incorrect expense class. Right now, we can identify the problem POLs that need to be 'unpaid' and 'repaid', but cannot provide invoice data needed for making the correction. This is also essential for reporting out POL titles based on payment dates, and displaying paid amounts. |
Update order filtering options to satisfy reporting from orders app (See UXPROD-3466 - Getting issue details... STATUS ) | PENDING | The filters in the invoice app include paid date, which is not an option currently in the orders app. If we were able to include (and filter by) invoice data, exporting from the order app would be fine. Most times, we need to include payments from a precious invoice paid date range. |
Proposed workflow:
Questions:
Questions | Status | Conclusions | Comments |
|---|---|---|---|
| Is the export of invoice records really necessary for operating functions? | OPEN |
Work Breakdown Structure:
Features:
UXPROD-3435 - Getting issue details... STATUS