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New BI report to help with streamlining invoicing #2265

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briangrossman opened this issue Jun 17, 2021 · 1 comment
Open
1 task

New BI report to help with streamlining invoicing #2265

briangrossman opened this issue Jun 17, 2021 · 1 comment

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@briangrossman
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As a member of the AR team I would like to rely on a single BI report that provides only the required data to help prepare a company-specific monthly xPRO Voucher invoice. This will greatly reduce the time and effort we need to prepare an accurate monthly invoice, financial detail in SAP, ad hoc reporting, simplify training and auditing, and serve as the basis for a repeatable process for future invoices.

Designs and Mockups

Details, including a mock-up of the desired format (with relevant fields) for the report are available here: https://github.mit.edu/xpro/xpro-issues/issues/260

Acceptance Criteria:

  • Requirement is added to the xPRO Dashboard in BI
@pdpinch
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pdpinch commented Apr 1, 2022

@briangrossman is this still an issue?

@abeglova abeglova reopened this Apr 21, 2022
@abeglova abeglova removed their assignment Apr 21, 2022
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