2020-02-19 USAS New Issue Review and Prioritization

Owned by Former user (Deleted)
Last updated: Jun 17, 2020
2 min read

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) 

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    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.  

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    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

Items from the floor?  None.





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