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Profit Matters App: Milestone #3

Volo G.

Features: “Transactions”.

⁠

Functional requirements

Firm View

Add “Transactions” tab to the “Client” section.

When there is no transactions yet, user can see “Upload Transactions” button. By tapping the “Upload Transactions” button there is shown a view to upload CSV file and fix formatting errors.

After successfully uploading file, there appears a table with 4 columns: “Name”, “Date”, “Amount”, “Category”. “Category” is a dropdown that client is required to select. (Admin/Team member are also capable of editing “Category”).

An email is sent to all client’s company members after each transactions upload operation.

Table with transactions can be sorted by “Date”, filtered by “Amount”, “Date”, “Category”, “Name”.

Client View

All clients within company has “Transactions” section where there are all missing transactions. Transactions are listed in the table with 4 columns: “Name”, “Date”, “Amount”, “Category”. “Category” is a dropdown that client is required to select.

When there are no transactions, client can see an appropriate message.

Table with transactions can be sorted by “Date”, filtered by “Amount”, “Date”, “Category”, “Name”.

After selecting the “Category”, transaction disappears from the table.

Non-functional requirements

Retrieve all “Ask My Accountant” transactions from Profit&Loss report when company in Profit Matters app is being connected to Quickbooks Customer.

Questions

In our initial project requirements file we also had 2 additional fields for Transactions table:

Memo/Description

Transaction Type

I got doubts on those 2 because not sure you can know them in Quickbooks without the help of your customer. Do we need to add those fields to Transactions table?

Request

Please provide a list of values for “category” field in transactions table.

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