Page MenuHomePhabricator

Add settlement data to data entry batches & import batches
Open, Needs TriagePublic

Description

In order to push these to Intacct we need

  1. a Batch to be created - set type to manual rather than automatic - needs a form
  2. the following minimum settlement fields to be filled in :
    • settlement_batch_reference
    • settlement_donation_amount
    • settlement_fee_amount (if relevant)

(we can add some handling to fill the amounts in based on the original amount if it matches )

  1. process to validate batch once finished -
  2. export process - note this is pending more info from finance & is likely out of scope for this phab

Event Timeline

Change #1321206 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Add batch date entry job from prod to our local machines

https://gerrit.wikimedia.org/r/1321206

Change #1321221 had a related patch set uploaded (by Eileen; author: Eileen):

[wikimedia/fundraising/crm@master] Form for adding finance batches

https://gerrit.wikimedia.org/r/1321221

Change #1321206 merged by Ejegg:

[wikimedia/fundraising/crm@master] Add batch date entry job from prod to our local machines

https://gerrit.wikimedia.org/r/1321206