Prioritization Items to Discuss

1. Posting transactions from spreadsheets, followup to January's discussion.  Need to determine "must have" spreadsheets and timeline for completion.
   1. Receipts? Reqs? POs?
   2. SWOCA: two districts using AUTOPOST Other
      1. larger districts uses Invoices (won't migrate without ability to post invoices via spreadsheet) currently using 
         1. use case: paying mileage to 300+ employees
      2. priority is Receipts and they need the CSV format (ASAP)
   3. LACA: districts need Receipts (CSV); also have districts that are posting Invoices via AUTOPOST/Other
   4. MVECA: has 3-5 districts using recently
      1. board pd insurance - not using USPS transactions, paying prorated amounts, not based on salary.
      2. need Receipts - foundation payments
   5. Matt: spec out the issues and provide estimates so we can see the impact on the roadmap.
2. VERINV: struggling with needing to change the vendor on an invoice.
3. NWOCA: modify the PO
4. ACCESS: before anything had been paid
   1. do we want to force districts to reopen posting periods to change the vendor; report bundles regenerating - disable bundle, close period, re enable the bundle
5. LACA: don't think POs should be changed once it's been invoiced.  PO is agreement to purchase with the vendor.
6. SWOCA: someone else sends out PO and person processing invoices found that the PO was issued to the wrong vendor.  
7. Consensus: modify the vendor as long as no payments have been made.
   1. Priority? 
      1. NWOCA: low, users can update the PO
      2. SWOCA/ACCESS: medium, districts aren't comfortable with reopening posting periods
LACA: wondering how many districts are reopening posting periods
8. SWOCA, not using the rule, districts aren't reopening
9. NWOCA, not using the rule, reopening at their discretion
10. Biaggio: we've reopened periods carefully, glad to have the option.
11. Jean (WOCO): have reopened periods and glad to have the option
12. MVECA: have districts that have reopened periods
ACCESS: not using the rule, districts have the optionUSASRFB-494  Performance issues with saving account filters.
1. NWOCA: this is a problem when bringing on new districts as they are utilizing account filters more due to the fact that they don't have the same capability with ranges when generating reports
   1. META: agreed, account filters being used more heavily now
2. Priority?  High
3. Matt: we need to spec the issue to see what's involved in improving performance.  We'll see if we can include this on the roadmap in our performance improvements and possibly bump something with a lower priority.
   1. Ryan McClay recently found a database tuning parameter that improved the performance of generating a Budget Summary report from 45 minutes - 1 hour down to 4 minutes.  We will be testing the adjustment of this parameter to see if it also improves the account filter performance and re-evaluate this issue after improvements have been made.
13. USASRFB-369  Ability to insert account filters.  Current work around is to add the new filter and then move it to it's correct place in the list. 
    1. NWOCA: not a huge priority since there is a work around.  Others agreed with Sara.
14. Posting Receipts via spreadsheets
    1. The work to implement this will take 2 weeks.
    2. When is this needed?  Should be in place by the end of July so districts can use in August (back to school)
    3. META:  PO/Invoice could wait until 2021 roadmap, but are a priority for the second quarter/spring.  
       1. Invoice should be done before PO.  Districts will be happy knowing that it's scheduled and when it will be available.
       2. SWOCA: Invoices in January would be okay, POs being posted via third party vendors so not as big of a concern.
    4. ACCESS: what third party vendors are being used that require this functionality to post receipts?
       1. Third Party Vendor Software Integrations - unsure
    5. Former user (Deleted)  to reach out to MVECA & LACA as they were interested in the ability to post via spreadsheets but unavailable for today's meeting.  Find out what third party vendors their districts are using that require this functionality to be in place.
       1. SSDT to present a proposal to complete the work on the next call

Items from the floor?  None.

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All Issues Created Since 15 Jan 19 Feb 2020