Prioritization Items to Discuss

1. Custodial fund change timeline (AOS)

   1. Budgetary vs EMIS reporting: AOS is still contacting ODE

2. Workflows

   1. Should the final approval for req create the po or conversion is an additional step? Yes/No

   2. There were thoughts on both sides for this.  Would like the option to have the final approval convert the req, but also would like it to remain a separate option.

   3. Still want to be able to set the starting PO number when converting reqs to POs.

   4. PO date can also be specified as is the current process, but could be the conversion date.

   5. There may need to be a separate approvals for Requisitions, Req conversion and PO approvals.

3. Custom forms for emailing bills and config option for message body

4.  

   1. Review roadmap to see when this work can be completed.  Would like to see this complete prior to start of next school year, by August 2021.

5. Performance concerns

   1. Budget Summary report 

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   2. report performance for districts with a large chart of accounts  

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   3. there are a lot of concerns across the board about the time it's taking to generate reports, many on the call commented either verbally or in chat.  This is a big concern that needs to be addressed, therefore changes were made to the roadmap, see #5 below.

6. Roadmap discussion based on being able to complete items #3 & #4.

   1. Fiscal Year End Buffer - this is allocated to 5 story points and I currently do not have any issues associated with this roadmap item.

   2.  Epics (big picture place holder issue with additional issues linked to complete the work) included in the Reporting Improvements to begin July 20th

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         1. Correct the Appropriation Resolution report when run for archived fiscal years

         2. Remove the start/stop dates on the "outstanding" reports in the monthly archive which include disbursement, po and invoice reports. (auditors requested)

         3. Improve date selection for the certification reports.

         4. Update the Revenues and Expenditures by Fund report to exclude revenue amounts

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         1. Improve performance of Appropriated Amounts by Cash Account report

         2. Improve performance of loading report definitions

   3. Using the 5 story points from the FYE Buffer and remove/bump 

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       from current roadmap we can complete both issues listed in item #4.

7. Items from the floor?  

   1. When will vendor merge be completed?  As soon as I can work this into the development cycle. 

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