HackDo

Overview

This project is intended to standardize membership management.  It is based on the following data:

• Membership dues and fees
• Automate accounting and finances

Objectives

This project should have the following impact on our business:

• To make it easier and more efficient to record incoming membership payments (and other dues) for the Hackerspace.
• To make it easier for members to check their membership (and other contract) status(es) and payment history
• Overall, it should also reduce the hassle when it comes to accounting for money issues in the hackerspace.

General workflow

• Members

• Checking status and payment history

1. Member logs in

2. Member gets dashboard view of

1. current member status (Active, Lapsed, Terminated) 

2. Membership (and other contract) history 

3. Payment history

• Making new Payments 

• Member logs in

• Member creates new payment record with details of payment (eg. amount, date paid, purpose of payment) and submits

• System queues new payment record for approval by an admin

• Viewing financial reports for hackerspace 

• Member logs in

• Member is able to call up reports on hackerspace's

• income

• expenditure

• financial health

• Admin 

• Checking status of members and other contracts 

• Admin logs in

• Admin gets dashboard view of stats for entire system, eg.

• Number of currently active/lapsed/pending members

• Number of currently active/lapsed contracts of other types

• Approving payment records 

• Admin logs in

• Admin gets to view all payment records that are pending approval

• Admin matches submitted payment records against bank statement

• Admin approves each payment record that has an equivalent entry in the bank statement

• Only approved payment records are taken into account when producing statistics and reports

• Sending billing reminders 

• Admin logs in

• Admin can choose to send billing reminders to entire membership, or to just those who have lapsed

• System sends the mails accordingly 

Team

• Ruiwen, Project Manager
• Chern Jie
• Tay Ray Chuan
• Lim Kim Yong 
• Xavisaurus 
• Kenny Shen 
• more... 

Tasks/Milestones

• https://www.pivotaltracker.com/projects/155751