Use Cases

Communards

Communards will use the application to enter Trip and Credit Card purchases, and check balances for Accounts such as their Stipend, Deposited Asssets and any related Budgeted Projects.

Communards will take out Cash Advances to make Community and Personal Purchases in town, known as Trips. Communards will enter their Trips through the Trip Entry Form. Trips allow Communards to associate Purchases with their relevant Accounts.

Communards with Personal Credit Cards will use the application enter their Purchases and associate Purchases with an Account. This will be done with the help of the Credit Card Entry Form.

A Communard may want to check their Stipend or Deposited Assets Balances, or review the Purchases and Balance of any Projects they manage. They may check the current Balance of any Account via the Chart of Accounts and all Debits/Credits to a specific Account via the Account’s Detail Page.

Accountants

Accountants are Communards but with more responsibilities. They will use the application like Communards, but will also be involved in additional Entry and Administration Tasks.

Accountants will use the Add Entry Pages to enter new Forms and Statements such as Bank and Credit Card Statements or Internal Transfers. Accountants are responsible for approving Credit Card and Trip Entries submitted by Communards.

Accountants will also reconcile an Account’s balance against a Statement’s balance using the Reconcile Account Page.

Occasionally they will change an Account, Entry or Event’s details and create new Accounts, Headers and Events. This can be as simple as fixing a spelling error or as destructive as deleting an Account. Accounts and Events are editable through their respective Admin Pages. Entries are created and edited through their respective Add Entry Page.

Once a Year, Accountants will start a new Fiscal Year. Fiscal Years allow Accountants to archive a Year’s data, removing old entries and resetting Account balances in order to track spending and income on a yearly basis. Fiscal Year creation will be handled by the Add Fiscal Year Page.

Budgeter

Budgeters are Communards who are also responsible for analyzing and planning spending.

Budgeters may access the Profit & Loss for a specific date range in the current year through the Profit & Loss Reports or the Trial Balance through the Trial Balance Report. They may reference the historical Balances for Asset, Liability and Equity Accounts and the historical Profit & Loss amounts for Income and Expense Accounts via the Account History Page.

Budgeters can view an overview of all Events via the Event Reports Page which shows information such as each Event’s location and Net Profit.