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Dashboard: Cash-on-Hand #2495

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exalate-issue-sync bot opened this issue Jan 21, 2025 · 3 comments
Open

Dashboard: Cash-on-Hand #2495

exalate-issue-sync bot opened this issue Jan 21, 2025 · 3 comments
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exalate-issue-sync bot commented Jan 21, 2025

As a user, I should be able to see my up-to-date Cash-on-Hand amount on the Dashboard.

Acceptance Criteria

Given the user is on the dashboard

Then they will be able to see current Cash-on-Hand per design below.

QA Notes

null

DEV Notes

null

Design

h3. For the language we have ….

Updated as of September 2025

Last reported balance as of September 2025

Cash on-hand snapshot from September 2025

h4. Additional options…

  • "Balance as last reported in September 2025"
  • "Latest available balance from September 2025"
  • "As of the most recent report (September 2025)"

!Screenshot 2025-02-03 at 9.14.10 AM.png|width=462,height=130,alt="Screenshot 2025-02-03 at 9.14.10 AM.png"!

!Screenshot 2025-02-03 at 9.16.48 AM.png|width=462,height=126,alt="Screenshot 2025-02-03 at 9.16.48 AM.png"!

!Screenshot 2025-02-03 at 9.16.59 AM.png|width=462,height=121,alt="Screenshot 2025-02-03 at 9.16.59 AM.png"!

!Screenshot 2025-02-03 at 9.17.06 AM.png|width=462,height=128,alt="Screenshot 2025-02-03 at 9.17.06 AM.png"!

See full ticket and images here: FECFILE-1960

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Shannon Clark commented: [~accountid:61b0b42cc510bc006b5c03ed] Please confirm if this is what you intended to have me do for this ticket. If so I can write in the gaps under the description.

@exalate-issue-sync exalate-issue-sync bot changed the title Cash on Hand Amount Dashboard: Cash-on-Hand Jan 23, 2025
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exalate-issue-sync bot commented Jan 31, 2025

Jonella Culmer commented: [~accountid:712020:6466b08c-50a2-42ee-ad81-cfe79921d3e8] I added a couple more options to the sketch file. We can hopefully talk through this next week and next steps.

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Jonella Culmer commented: [~accountid:61b0b42cc510bc006b5c03ed] [~accountid:5c65ce90dafa372d4c22d0b1] [~accountid:712020:6466b08c-50a2-42ee-ad81-cfe79921d3e8] [~accountid:61b0b42cd5986c006a9e1c94] Updated design to move forward with. Showing “running total” would be possible future enhancement, and would require a new ticket. Mitchell/Shannon/Aurelia/Greg - can you help breakdown the formatting needs for this, for report name, coverage end date and filed date? Let me know if you need any additional information from me.

I think this is a solid step forward for this cash on hand section. Thanks all!

!Screenshot 2025-02-06 at 12.07.19 PM.png|width=622,height=203,alt="Screenshot 2025-02-06 at 12.07.19 PM.png"!

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