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Guide to create financial reports #1088

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CarsonF opened this issue Feb 9, 2022 · 0 comments
Open

Guide to create financial reports #1088

CarsonF opened this issue Feb 9, 2022 · 0 comments
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@CarsonF
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CarsonF commented Feb 9, 2022

Financial reports are only created after:

  1. Project date range is set
  2. There is a managing partner
  3. There is a financial reporting frequency set on that partner

In the report card, we should look and see if the reports are empty (and canRead). If so, we should suggest that the user do the next requirement that is not fulfilled.

Maybe there's a button on the bottom of the card (CardAction) that has one of these:

  1. "Set date range" -> open UpdateProjectDialog
  2. "Add managing partner" -> go to partnerships list
  3. "Set reporting frequency" -> go to managing partner or partnerships list

Maybe the card body can list these requirements?

┆Issue is synchronized with this Monday item by Unito

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