To manage relationships with banks and financial institutions to support banking operations, financing needs, payment services, and treasury activities.
المالية والحسابات / Finance & AccountingFinance12 User Storyتغطية متعددةFinance · Row 28
Workflow Validation · Aggregate
القصص المرتبطة12
من نفس الـMaster Graph
متوسط Validation85%
مجموع درجات القصص وليس Validation مستقلة
مصدر الـWorkflow100%
Finance · Row 28
OnlineAccount-List-001
طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to view workspace accounts, so that I can monitor subscriptions, credentials, and expiry dates.Online Accounts
OnlineAccount-Create-002
طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to create workspace accounts, so that online platform credentials and offline service subscriptions are tracked centrally.Online Accounts
OnlineAccount-Update-003
طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to edit workspace accounts, so that credentials, dates, and billing settings stay current.Online Accounts
OnlineAccount-Show-004
طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to view account details, so that I can review linked expenses, readiness records, users, and reminders.Online Accounts
OnlineAccount-Delete-005
طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to delete accounts, so that obsolete records are removed.Online Accounts
OnlineAccount-Child-006
طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want a parent/child account hierarchy, so that sub-accounts under a platform are grouped.Online Accounts
OnlineAccount-Reminders-007
طبقًا للمصدر الأساسي ERP_SRS: As a System, I want expiry reminders on accounts, so that admins are notified before subscriptions expire.Online Accounts
OnlineAccount-PublicBills-008
طبقًا للمصدر الأساسي ERP_SRS: As a System, I want recurring public bills when repeat_payment is enabled, so that subscription charges are scheduled automatically.Online Accounts
OnlineAccount-Actions-009
طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want a consolidated actions menu on each account row, so that I can navigate to related operations from the list.Online Accounts
OnlineAccount-ShowTabs-010
طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want tabbed sections on the account show page, so that I can review related expenses, readiness links, users, and reminders.Online Accounts
OnlineAccount-Export-012
طبقًا للمصدر الأساسي ERP_SRS: As an Admin, I want to export accounts to Excel, so that I can backup or edit data offline.Online Accounts
OnlineAccount-IMPC-Home-Accounts-Tab-013
طبقًا للمصدر الأساسي ERP_SRS: As an Employee, I want an Accounts tab on My Home, so that I can access my assigned platform credentials from the dashboard.Online Accounts