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Adilas.biz Developer's Notebook Report - 11/1/2009 to 11/30/2009 - (32)
Photos	Time Id	Color	Title/Caption	Start Date	Notes
	AU 1533		Daily Tasks	11/2/2009	• Emails, phone calls and getting things going. • Setup new email address for a contact in adilas. • Working on credit card validation. • On the phone with Steve. • Commented out all auto subs to stock numbers. • Posted files. • Had an issue with the FTP server. • Worked on the credit card payment page and running the transactions. Included round trip options for multi cart payments. • Small fix for Steve on balance sheet to help show negative quantities for parts inventory.

	AU 1554		Daily Ideas	11/2/2009	-Verbage: make it bigger for project phases.

	AU 1534		Daily Tasks	11/3/2009	• Went out to a client’s house to do a refresher course on the client’s website. Came home and made a small layout change for them. This trip was already pre-billed and pre-paid on last invoice. 15 miles. • Added a logo for a company. • Worked on a new FTP program to connect securely to the adilas.biz ftp server. • Steve came over and we went over the progress on merchant processing. • Worked on pages and checking corp-wide settings.

	AU 1535		Daily Tasks	11/4/2009	• Working on the merchant processing for single invoices and apply multiple payments section. • Added a new field to record the merchant settings id number.

	AU 1555		Daily Ideas	11/4/2009	-Need to check the void logic on invoices. This is especially true with merchant processing and pending transactions. Currently the void does nothing with the cc transaction. This is also true with the clear cart link. It clears the cart even if a pending transaction is still tied to the cart. Maybe a warning or error message might be sufficient.

	AU 1536		Daily Tasks	11/5/2009	• Working on viewing merchant transactions and credit card details. • Add new page for viewing transactions and added links to different pages to help with flow (invoices side and deposit side).

	AU 1537		Daily Tasks	11/6/2009	• Working on transaction voids for merchant transactions. • On the phone with Steve at different times. Went over questions about merchant account stuff. Features and advantages of using adilas. Also talked about using a funding source. • Brainstormed ideas for the adilas merchant processing page. Somewhat of a marketing page for the adilas merchant processing service.

	AU 2391		Brainstorming - Marketing Ideas for Adilas Merchant Processing	11/6/2009	Marketing ideas for the page that talks about adilas merchant processing: - Cool merchant related photo - Light, fun, teasers - Small tech talk about 3 different players - Features & Benefits - Link to Referral page - Link to sample payment page - Vision for the future – ideas for optimization - Cost savings - Lightweight, portable, mobile - One environment – no need for a credit card machine. Just a small USB card swiper. – Maybe a link to possible swipers. - Free, no obligation, rate comparison & quote - Not required, but … highly encouraged! Maybe in the intro paragraph - Imagine… full circle integration with everything all tied together like only adilas can. - Ability to swipe cards (retail and point of sale) - Ability to do manual entry (phone orders, mail in orders, mobile remote sales) - Maybe show a graphic of how payments can be tied together - If you’re on the sales side – payment processing is seamlessly integrated into the checkout process. If you’re on the accounting & bank reconciling side – merchant transactions are seamlessly integrated from invoice payments to deposits & bank reconciliation. - (Sketches & drawings – Please see scan in photo gallery) Features & Benefits of using adilas.biz for Merchant Processing (random order) - Integrated work flow - Everything under same roof - Additional drill-downs to transaction details and batches - Full circle integration – shopping cart, secure payment, invoice, deposit payments, reconcile bank - 3 ways to accept payments o Shopping cart – multiple different payments o Transactions per invoice o Apply payments – pay off multiple invoices with a single payment - Everything tied together - View transaction details with card, customer, invoice, deposit, & user info Merchant Account Features: - Fully integrated & automated - Real-time processing and account management - Already tied to normal business flow within adilas - Easy to use! Point & click interface - Secure & PCI Compliant - No hardware requirements - Super competitive rates - Free quote and rate comparison if you already have a merchant account - Not a required service but it will add to your experience in using adilas.biz to its fullest potential. Merchant Account Benefits: - Save time in processing, in reviewing (if needed), and in reconciling your bank statements. - Super-duper double criss0cross tie-in of your data. That means we link everything together for you! - Make transactions from cart mode, invoice mode, or apply payments mode (multi invoice and accounts receivable mode) - Save money – No long term contracts, no additional costs to use - Save headaches – we do all of the work for you and provide a complete trail to follow Information & other notes on merchant processing & on magnetic USB Card Swipers: - MagTek Mini or IDTech Mini mag – magtek.com, posworld.com, etc. (Please see scan in photo gallery) - Reduce hardware costs – machines & tape - Cut the… - Single invoice rather than multiples - Full audit trail to help stop potential employee theft - Old way vs. new way – animation - Hardware issues - Sell more optimization - Same umbrella with inter-relationships - Credit card transactions potentially flow all the way - If you sign-up, your shopping cart will change a bit - Graphical tips for additional features - Next step is full eCommerce on your website - Fork in the road - To-do: On vendor page – check permission for check request – hide it if not applicable - For the payment demo – pass in the ream amount that would be used

	AU 1538		Daily Tasks	11/7/2009	• Finished up the transaction void logic for merchant transactions. • Research on magnetic card reader/swipers. • Created graphic for swiper page and main merchant account page. • Wrote all the verbage for the merchant account page. • Features, advantages, getting started and tech talk on merchant account basics. • Posted files online and ran first real payment on adilas.biz. • Backed up files.

	AU 1539		Daily Tasks	11/9/2009	• Working on merchant account help files and permissions. • Biked into Steve’s house for a meeting. Went over tick list for clients. Came up with 12 to do list items and set a priority on the first five. • New colors and logo for two companies.

	AU 1556		Daily Ideas	11/9/2009	To Do List: - BSI Items – full E/R to BSI and E/R to vendor – E/R – BSI (default e/r types) - Freight, shop supplies, other, fees, collected - A/P & A/R homepage changes – revamp - Transition Invoice - Voids & credits & bad debt - Sales Tax Automated – Sales tax report – options for paid date with a switch for all invoices or only paid invoices. E/R to BSI. Also think along the lines of rei’s and which sales tax was paid for with which e/r. - Sales tax default – carts & invoices – forcing to certain tax categories. Currently only showing default – not using it or automating it. - Multi units to other corps - VIN # generator - BS – Help – whiteboard session - Accrual Accounts – special BSI Grouping. Basically, these are splits but they need to be called out all by themselves. The same might be true on the A/R side. Basically an a/r that is system maintained but is able to stand on its own. The special call out will need a name, a grouping, customer and vendor. Think corp-wide setting for master name – system-maintained call-out. - Dewy decimal

	AU 1540		Daily Tasks	11/10/2009	• Went in to town to check with a contact, they told me a soft no. • I then went to the office and ended up meeting with Steve and brainstorming on a number of projects. We talked about new permissions for part quantity tracking, adding a sale price option to trailers and toppers. Showing the difference between mark-up vs. profit percentage. We also talked about creating a non-vendor specific PO and allowing part numbers to be general or homogenous (bulk/generic) and what that would take. 10 miles. • Working on help files.

	AU 1541		Daily Tasks	11/11/2009	• On the phone with a client going over check write settings and other questions. • On the phone with Steve going over game plan and covering floorplan and balance sheet. • Signing off on pages for the merchant account stuff. • Posted files online.

	AU 1542		Daily Tasks	11/12/2009	• On the phone with Steve going over special PO’s (multi-vendor PO’s) and special request PO’s (multi-vendor request PO’s) and recipes. • Changed the sort on recipe line items to 100. This allows flexibility up or down. • Added extended prices, costs, and profits to recipes. • Also created a new page to show shopping cart profit per line item numbers. • Posted files online.

	AU 1557		Daily Ideas	11/12/2009	From Post-it note: - Customer log on history page o Add a quick link to current log history o Add same link on advanced search - Description counters for an associate - Ordered payroll status - Multi stock feature to sold units - Add color filter to sold and inv reports - Add pmts link to customer report - Add receivables homepage link to customer pages - Invoice, quotes, and receivables on customer page - All e/r’s & PO’s need links to current payables edit, verify, print, gallery, etc.

	AU 1543		Daily Tasks	11/16/2009	• Added a new permission for special PO’s. • Updated a number of other permissions and allowed the silver or specialty permissions to be assigned by corp admin. • Working on new PO options and allowing the main PO vendor to be changed around. • On the phone with Steve going over commission structure and ideas. Talked for about 45 minutes. We are going to try a 100, 100, 50, 10 percent deal. This means 100% commission on the first two months, 50% on the 3rd month and rolling into a 10% residual from the 4th month until the life of the corporation. We also talked about a 10% kickback on credit card transactions.

	AU 1558		Daily Ideas	11/16/2009	-Add a main and line item match flag for all main pieces (deposits, invoices, PO’s, e/r’s, etc.) This will help with clean-up and making sure things match. Some reports pull from the main and some pull from the line items. This would be cool to show on the known issues report. -Finish up the build and hold recipes. -Add a profit per line option for cart mode. -Add a special discount calculator for cart mode. This gets tricky with recalcing sales tax. -On units and parts, include options, Java Script, and education between mark-up and profit percentages. -Add stock unit description field counters. A client’s request. -All web service calls need a cf try and cf catch wrapper. This helps when the remote service is down or unavailable without giving a random error message. -Add customer logs and follow-up to the corp/user history reports.

	AU 1544		Daily Tasks	11/17/2009	• Small changes (prices) and new pdf for a client site. Posted files online. • Working on new special PO’s and special request PO’s. • Adding corp-wide setting to all PO pages.

	AU 1545		Daily Tasks	11/18/2009	• On the phone with Steve going over questions and game plan. • Research on CFEclipse and going through tutorials. • Working on PO pages. • Added corp-wide settings and tested new page flow. • Worked on balance sheet and payables pages. Finished up the PO changes and launched new files. • Tested online. • Updated help files and activated the special PO permission.

	AU 1546		Daily Tasks	11/19/2009	• Working on PO help files and verbage tweaks. • Working on a small hole in the P&L. Made it so that it would show all normal I.S. deposit types if not attached to an invoice. • Called a client to let them know about the update. • Emailed Steve and left a message for another client. • Working on help files for the different parts of the P&L. • On the phone with a client going over accounts and expense types.

	AU 1559		Daily Ideas	11/19/2009	-Just an idea… maybe we could tie the different video tutorials to a help file id (already set). That number wouldn’t change. It would be easy to pass and could help us link up similar topics. Maybe even pass a list of numbers if needed. -Another video tutorial idea – maybe we could do a pop-up type window for the videos, audio, verbage, and additional selections. The reasoning here is, let them watch the videos but don’t let them navigate too much from the player window. Simple actions like close, min, max, choose other video, etc. Maybe even pop-up window to a smaller size so they know that they changed pages. Leave the page they were viewing still open.

	AU 1547		Daily Tasks	11/20/2009	• Reviewing tick list of things to do. • Adding customer logs to the corp/user history reports. • Added navigation links to customer pages. • On the phone with Steve going over a to do list and new changes.

	AU 1548		Daily Tasks	11/21/2009	• Research on the W-2 and 1099 tax forms. Lots of search results but not much luck finding what I was looking for. Emailed the IRS help desk.

	AU 1549		Daily Tasks	11/23/2009	• On the phone with an associate going over questions and volunteering to work with an associate on check requests. • Working on customer management links. • Posted files online.

	AU 1550		Daily Tasks	11/24/2009	• Brainstorming on payables and receivables modifications. Things like age search, date switches, payment reports, etc. • Went in to the accounting office and worked with associates on check requests and payables. Got a number of good ideas actually watching the process. 10 miles.

	AU 1560		Daily Ideas	11/24/2009	-On expense homepage – on the from date range, maybe add some quick checkboxes back, like _30, _60, _90, _120, _first of the year, _way back. This could apply to all of the homepages. -On expense line items add 4 or 5 new links. Grouped payables, Rei (18), splits (0), PO’s (7), little counters. -On payables homepage – allow a search by due date. -Add new link on recent e/r’s to create a new check request. -Default an expense type per vendor. -The word “split” bothers an associate – maybe take out the word splits and call it Account Payments. Maybe ask Steve about this. Another option might be a corp-wide setting. -Splits – possible names: payment on account, acct. pmts., owed, unpaid expenses, basic payables, expenses on account, need pmts, e/r pmts, e/r acct pmts.

	AU 2392		Brainstorming - Ideas on How to Speed Up Payables & Receivables	11/24/2009	Ideas on how to speed up payables & receivables: (A/R’s use invoice & A/P’s use PO’s & E/R’s – they use similar logic and are brothers) 1. We need a date switch on both a/r & a/p pages - Outstanding (money still owed) default - Paid in full - All activity 2. We need an option that allows a date range and an age range. If the ages are used, the dates are calculated behind the scenes or the page is passed through. - Date Range: _______ to _______ (use m/d/yy format) OR - Age Range: ______ _Greater than (default), _Equal, _Less than - Note: This will be above Item 1 3. On PO’s (payables) get rid of the PO date to received date age. 4. Rework all of the logic (SQL). All PO’s and E/R’s now have a paid date and paid flag. 5. Add drill-down links from vendors, employees, all e/r’s, all PO’s to current payables. 6. Rework the recent PO’s and recent E/R’s pages. Make sure they have the correct data and have links to payables sections. Need paid dates. Link to pmt history. 7. Just an idea… on stock units. Have an optional field that can be assigned to a vendor/payee (payable). This will allow me to show unit info on the grouped payable report. 8. Hide all check request links if the user doesn’t have the correct permission. Check PO & E/R vendor search page. 9. Change the basic check request permission to silver. 10. Maybe make the a/r and a/p homepages default to blank instead of full group report. Speed it up and allow the users to look more at the report types. 11. People like to see ages (only valid ages). Not every age in the book. 12. Need a master edit page for e/r dates. This is especially true for check request and items that need approval. 13. Check PO payment logic. Once they happen (behind the scenes), they are not very friendly to edit. 14. Check unit payment logic. Same extra check. 15. If we really want to make it tight. Check every option: - Exact pmts - Over pmts - Under pmts - Advanced pmts - Pre pmts - Bad debt pmts - Internal pmts - Some of these might need a section on the corp/user history page. - The more I look at it… it seems that payments (made & received) make a huge difference and need some extra TLC. 16. Change the report type sort on a/r home page. maybe take off or do something with “Action Done By” filter and “Money Type” filter. Maybe only have them show up once that report type is selected. 17. Maybe add a new report that shows payment history for both a/r’s and a/p’s. Also included the customer and vendor name on the e/r and inv advanced payment searches. Allow payments to be filtered by vendor & customers. 18. The goal is to speed things up and make them tighter. 19. Add the invoice or e/r to payment age on the advanced pmt search results page.

	AU 1551		Daily Tasks	11/27/2009	• Working on new age range and date switch on receivables homepage report.

	AU 1552		Daily Tasks	11/28/2009	• Working on the logic difference between ages and date range. • Brainstorming on paper and then started to put info and logic together in the SQL (database) statements.

	AU 2393		Tech - Date Switch Ideas for A/R's & A/P's	11/28/2009	Tech – Ideas for the date switches for a/r’s & a/p’s (Please see scan in photo gallery)

	AU 1553		Daily Tasks	11/30/2009	• Followed up with a client. Did some checking and added a new payroll status called “On Order”. • Posted files online. • More work on the age and date range logic for receivables. • On the phone with a client talking about websites.

	AU 1561		Daily Ideas	11/30/2009	-Need a page that shows pmt history for customers (A/R’s) and vendors (A/P’s). -Random idea – how cool would it be if you could mock-up a single action and see how it tracked through the system without any other pieces. This would show full cause and effect relationships. This same idea may also be an option as a page or status page. Basically, this goes here, that goes there, still missing xyz, step 3 of 5 completed, etc. How does this piece play into the whole mix. Think cause and effect. (phases, timeline, stamp points, flags, life cycle, aging)

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