Accounting software for law firms. I own the project end to end.
Credit notes at a legal accounting product
Making credit notes a first-class document, split into eight pipelined slices.
The problem
Credit notes were entered as negative purchases. Payments could not offset them cleanly, and every report had to work around it.
What I did
I made credit notes a first-class document with their own entry screen, offset against purchases at payment.
I reworked batch pay so users group several purchases and credit notes into one payment. I traced and changed every report and code path that touches purchases.
The key decision and its tradeoff
How to work with a busy PO. I wrote the company’s first BRD so every decision sat in one document. The PO approved it in one meeting. I designed the screens with AI before coding.
The work was split into 8 slices and pipelined: QA tests one slice while I build the next. I write the tickets and direct QA.
The result
[TODO: status or outcome when available]