atdservicebot commented 2 months ago

What application are you using?

SMD Data Tracker

Describe the problem.

ADDITIONAL ENHANCEMENTS FOR REIMBURSABLES: SMD AND FINANCE

ENHANCEMENT NEEDED FOR FINANCE TO GROUP BY FDUs

DATA TRACKER NOTIFICATION FOR FINANCE NEEDS TO BE CREATED. THIS ALLOWS RAMONA TO JUST PROCESS AS THEY ARE COMPLETED ON THE SMD END

NEED TO BE ABLE TO ATTACH BACKUP DOCUMENATION VIA KNACK

REQUEST A MEETING WITH DTS (CHRISTINA), SMD, FINANCE DIVISION FOR CLARIFICATION OF THESE ADDITIONAL NEEDS.

Describe the outcome you'd like to see when this feature is implemented.

We met today with Finance to determine their requirements and how we can further streamline things in Knack to eliminate the need for countless emails.

Describe any workarounds you currently have in place or alternative solutions you've considered.

Manually done with emails, once the invoices are created in Knack.,

Requested By Cathy K.

Request ID: DTS24-114730

ChristinaTremel commented 2 months ago

Schedule meeting with Ramona, Cathy, Christina, Cole, Jenniffer, Crystal T, Melissa B, Erin W, Johnny (optional), Lauren (optional)

ChristinaTremel commented 4 weeks ago

Scheduled for 7/11 at 9am with the Finance team.

ChristinaTremel commented 6 days ago

Scoping Notes:

reimbursable_tracking object updates

Add Reimbursable Status option Sent to Finance
Add JV Number field

Reimbursable Tracking Page Updates

Button to trigger, send invoice to finance (similar to Email Invoice
Reimbursable Status updates to “Sent to Finance”, Date Sent to Finance is captured and Sent to Finance field is updated to yes

New Page for Finance to process invoices

Link to invoice details
Link to work order
Confirmation Button to open form
- Field for JV number

cityofaustin / atd-data-tech

Enhancements for Finances processing SMD reimbursable invoices #17228

Scoping Notes:

reimbursable_tracking object updates

Reimbursable Tracking Page Updates

New Page for Finance to process invoices