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Continue discussing "POL & Inventory matching" (please bring any cases or issues you've experienced to share with PO and Developers for continuous refining or updating the functions)
Demo new export (invoices & fund information) functionality
Demo new export (invoices & fund information) functionality
Dennis
Demos in snapshot test environment
Functionality on track for Morning Glory (Think release is scheduled for August 8th) :
UXPROD-3435
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Export invoice data in delimited file formatClosed
Voucher export - Need permission to be able to see this option.
Would like a few people to test this function.
Can now export invoices to a csv file.
Functionality is almost identical to how it works in the orders app.
From Lisa Smith to Everyone 12:17 PM This looks good to me. MSU can help test vouchers and exporting, if needed.
From Ann Crowley to Everyone 12:21 PM They just sent the message that Lotus has been released today
Julie: Is there an element that captures whether that voucher has been part of an export yet?
Dennis: Not at this time. I'll take that suggestion and see what's possible.
Julie: Would like to be able to filter on that as well.
Dennis: Please let me know if there is anything else you would want to see in the export.
:28
Finance export Demo:
Dennis
Dennis: Finance export Demo
Starting with the ledger you want to export the information from.
Two choices
What FY
What, if any, expense class information do you want to include.
From Julie Brannon (she/her) to Everyone 12:29 PM For the invoices export, we'd want the "Batch group" for included too (can't recall if it was on the export demo you just shared).
From Lloyd (Marmot Library Network) to Everyone 12:33 PM Is a budget another record type?
Dennis: Yes. Each fund has a budget for the FY. My fund can exist in each fiscal year.
From Julie Brannon (she/her) to Everyone 12:37 PM These exports are going to be very useful - excited to see this!
From Lloyd (Marmot Library Network) to Everyone 12:37 PM Is there a one to one relationship between a budget and a fund or do budgets have multiple funds?
Ann-Marie: Easiest way to think of it is a budget equals fund plus fiscal year.
Funds have budgets for every fiscal year that you are intending to spend money from that fund.
Dennis: Constraint:
When you are running the report, you can't leave the page or you will lose the information.
Hope to have UAT details and start testing next week.
:43
UXPROD-3256
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Allow user to process invoices against previous fiscal yearsClosed
Allow user to process invoices against previous fiscal years.
Dennis
Allow user to process invoices against previous fiscal years.
Will review as a group when have a formal workflow
Need a sense from the group what the priority is. Please take a look at this and provide feedback.
Dung-Lan: Once we passed roll over and need to create an invoice for the previous FY, how do you envision that working?
Dennis: From previous discussions, it needs to be a specific and separate action to pay against the different fiscal year.