/Accounting_And_Gift_Locking

Accounting_And_Gift_Locking

Project Name

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Project Description

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Project Audience

Indicate who would find the most value in the use of this project.

Project Team

  • Team Leader:
  • List of Contributors:
    • Amanda Styles, Attain
    • Greg Morris, Traction on Demand
    • Corey Snow, Harvard
    • Chris Pifer, Attain
    • Julie, Kell Partners
    • Chris Clark, Salesforce (PM Fundraising)
    • David Thompson, Salesforce (Power of Us Hub)
    • Keld Bangsberg, Salesforce (SPM Gift Entry Manager)
    • Srinidhi Annu, Michigan State University

Project Team Accomplishments

We created basic criteria for this product:

Basic Level Accounting Interface

  • User Interface where we can generate an export of key fields that the organization would define
  • Ability to batch information to Accounting (Both Automatic or Manual)
  • Export them, mark them posted, lock key fields (including either header objects or fields)

More Detailed Version

  • Create a record for each
  • Choice of Ledger Entries
  • Debits / Credits
  • Stages & States (Approval Process)
  • Cleared out after a specified time

Contributing

If someone were to contribute to this project at the next Sprint what would you want them to work on to move this project forward?

Project Roadmap

What is the ultimate vision for this project?