EOM > Month End Notes > Expense Transfer Logic (Store to Store)

Story
As an Operator performing my End of Month process, I would like the ability to split shared expenses across multiple restaurant locations

Details
The Expenses to Be Transferred section will be used by Operators (usually multi-store operators) to spread expenses across multiple locations.

The Expense Transfer section will have the following:

• Expense Category - will display all expense categories, expense categories will be provided by Chick-fil-A.
• Destination Store - list of stores in InFORM, searchable by store number The ability to search for a list of restaurants using State and City in addition to the restaurant number and name, as typically used.
• Expense Description – Text input field for entering a description for the expense (255 Character limit).
• Expense Amount – an input field for entering a monetary value (precision of 2 decimal places).

Chick-fil-A will provide the General Ledger accounts, correlating to expense categories, that will be used for the transfer of expenses.
This section should be configurable, on/off, as not all locations (Canada) will use Expenses to Be Transferred during EOM.

Acceptance Criteria
● Confirm the expenses to be transferred section is present on the Month End Notes page, when configured
● Confirm the expenses to be transferred section allows for store selection
● Confirm the expenses to be transferred section allows for an expense category to be selected from a list.
● Confirm the expenses to be transferred section allows for a monetary value to be entered (with a precision of 2 decimal places)
● Confirm the expenses to be transferred section displays previously entered data for the current (Open) month and is editable
● Confirm the expenses to be transferred section is configurable with regards to restaurants that should see the section
● Confirm that existing expenses to be transferred for the given business period are pre-populated, if data has previously been entered for the month.
● Confirm previous (Closed) business period’s expenses to be transferred data can be viewed, but not updated
● Confirm that if an expense category is selected then Expense amount is required and if an expense amount is entered expense category is required