CHARITABLE FUND MANAGEMENT
Overview
The purpose of this project is to provide a mechanism for practices to establish charitable funds, and simplify the process for funding the funds, and deducting from them.
Creating a Charitable Fund
We will use our existing payment methods functionality to create charitable funds. A new payment type will be created for each charitable fund. Payment types are created under “configurations” in Settings. Whenever the “charitable fund” category is selected, a checkbox appears beneath the category field that reads “Available only when funded.” This value will be used to determine whether the payment type should be available for use when recording payments (see below for more information about using funds to pay invoices). This box is unchecked by default so that there is no interruption to existing functionality.
Funding Charitable Fund
Charitable funds are funded using deposits. Multiple clients can fund the payment type by applying a payment against the applicable fund payment type. The balance of the charitable fund increases whenever a deposit is applied using that payment type.
Deducting From Charitable Fund
The balance of the fund decreases each time a payment is applied using the applicable payment type. If the payment type is configured to be available only when it is funded, the payment option for this fund is hidden from all payment dialogs whenever the remaining balance of the fund is exhausted or is less than the value of the invoice being paid. If a payment type is configured to be available any time, then there is no change to the way the payment type is used in our application currently.
Reports
A new report called “Charitable Funds Summary” will be added to the “billing” tab of Reports. This report will summarize all of the deposits and payments made against each fund, as well as summarize the balance remaining for each fund. Please see the attached mockup for more information about this report.
Refer Report design in Charitable_Funds_Management_PRD.pdf
Page Break
Rules for the New Payment Dialog
"Charitable Fund" can be applied to only one of these fields at a time: Apply To, Type, Change. When it has been selected in one field, disable "Charitable Fund" option in other fields.
can select only one "Charitable Fund" at a time
if Fund is selected in Apply To field, disable other options(invoices/deposit) in the field
if Fund is selected in Apply To field, disable Change field, just show No Change
if Fund is selected in Type field, collected amount <= total invoice, aka No Change,
Cannot use credits to contribute into Funds.