Page Comparison

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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) 

         Jira Legacy
         server System JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 6d21ed14-3f48-3cc2-ad28-6548879d10d6 key USASR-4280

   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.  

   Jira Legacy
   server System JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 6d21ed14-3f48-3cc2-ad28-6548879d10d6 key USASRFB-137

   1. NWOCA: modify the PO
   2. 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
   3. LACA: don't think POs should be changed once it's been invoiced.  PO is agreement to purchase with the vendor.
   4. SWOCA: someone else sends out PO and person processing invoices found that the PO was issued to the wrong vendor.  
   5. 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
   6. LACA: wondering how many districts are reopening posting periods
      1. SWOCA, not using the rule, districts aren't reopening
      2. NWOCA, not using the rule, reopening at their discretion
      3. Biaggio: we've reopened periods carefully, glad to have the option.
      4. Jean (WOCO): have reopened periods and glad to have the option
      5. MVECA: have districts that have reopened periods
      6. ACCESS: not using the rule, districts have the option

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