CT2 Product Vision

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Contents

About

Vision and Map per module

Ops

Acc

We define feature to be a part of "Accounting module" if it has something to do with accounting. Normally it relates to:

  • typical accounting operations such as managing sales / purchase invoices
  • finance tasks such as running purchase / loss reports.

Acc module supports a number of important business functions:

  • ability to generate sales invoices for services Jaguar provides(account receivables)
    • paper or EDI (future)
  • ability to generate credit notes to correct invoice errors
  • support for various:
    • currencies
    • charge codes
  • collect important accounting data and provide ability to analyze it (reports)
  • misc accounting functions

Acc module users

Acc operators

  • they are employees working for Acc dept
  • they:
    • enter purchase invoices

Acc manager / CFO

  • head of Acc Dept
  • she:
    • runs various Acc reports
    • managing currencies
    • etc admin functions

Ops operators

  • they are employees of Ops Dept
  • they:
    • create Sales Invoices/ Cr Notes

Ops managers

  • they are employees of Ops Dept
  • they:
    • approve Cr Notes

Approach to User Interface

CT2 Main menu has "Acc" item which has under it:

  • Acc Admin functions:
    • Currencies
    • Charge codes
    • etc

Sales invoices, Credit notes are created on Inv tab in CT profile

  • Add New purchase invoice
  • Acc Reports

Client company profile has a number of accounting properties.

Other accounting components are dispersed throughout the system/user interface.

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