Accounting Reconciliation (Exports vs Dashboard)
🔍 Problem Statement
As a finance admin, I experience discrepancies between dashboard totals and export figures, which makes it impossible to close financial periods without manual reconciliation across multiple data sources.
💡 User Story
As a finance admin, I want the financial exports (revenue, refunds, invoices) to match dashboard totals exactly for any given period, so that I can close books without manual adjustments.
🎯 Definition of Done
- Given any financial export, when figures are compared to dashboard totals for the same period and timezone, then they match exactly.
- This change impacts the API (export endpoints) and dashboard reporting layer.
- Limitations: timezone and cutoff logic must be consistent between exports and dashboard; real-time vs. batch processing differences must be documented.
This request was merged into another request
No comments yet
Be the first to share your thoughts.