Prioritization Items to Discuss
- Posting transactions from spreadsheets, followup to January's discussion. Need to determine "must have" spreadsheets and timeline for completion.
- Receipts? Reqs? POs?
- SWOCA: two districts using AUTOPOST Other
- larger districts uses Invoices (won't migrate without ability to post invoices via spreadsheet) currently using
- use case: paying mileage to 300+ employees
- priority is Receipts and they need the CSV format (ASAP) Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration.
- larger districts uses Invoices (won't migrate without ability to post invoices via spreadsheet) currently using
- LACA: districts need Receipts (CSV); also have districts that are posting Invoices via AUTOPOST/Other
- MVECA: has 3-5 districts using recently
- board pd insurance - not using USPS transactions, paying prorated amounts, not based on salary.
- need Receipts - foundation payments
- Matt: spec out the issues and provide estimates so we can see the impact on the roadmap.
- VERINV: struggling with needing to change the vendor on an invoice.
- NWOCA: modify the PO
- ACCESS: before anything had been paid
- 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
- LACA: don't think POs should be changed once it's been invoiced. PO is agreement to purchase with the vendor.
- SWOCA: someone else sends out PO and person processing invoices found that the PO was issued to the wrong vendor.
- Consensus: modify the vendor as long as no payments have been made.
- Priority?
- NWOCA: low, users can update the PO
- SWOCA/ACCESS: medium, districts aren't comfortable with reopening posting periods
- Priority?
- LACA: wondering how many districts are reopening posting periods
- SWOCA, not using the rule, districts aren't reopening
- NWOCA, not using the rule, reopening at their discretion
- Biaggio: we've reopened periods carefully, glad to have the option.
- Jean (WOCO): have reopened periods and glad to have the option
- MVECA: have districts that have reopened periods
- ACCESS: not using the rule, districts have the option
Items from the floor? None.