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Display credit value separately from expended value in financial activity

Display credit value separately from expended value in financial activity

Owned by Joseph Reimers
Oct 05, 2023

UXPROD-4390 - Getting issue details... STATUS

Problem

Library would like to see the "absolute expenditure" (not including credits). This is important when large credits are processed from previous years. Combining expended and credited amounts can make it difficult to understand the state of a budget, group or ledger. Making this fix would be consistent with accounting best practices.

Use Cases

RequirementStatusUse Cases
Display sum of gross expenditures under fund, group and ledger

PENDING

Libraries need to report on total expenditure activities against a given fund/group/ledger without factoring in subsequent credits or credits from prior FYs applied to the current FY
Display sum of gross credits under fund, group and ledger

PENDING

Libraries need to isolate credit activity from expenditure activity, especially when large credits are applied



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