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Adilas.biz Developer's Notebook Report - 12/1/2011 to 12/31/2011 - (25)
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 658 |
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Daily Tasks | 12/1/2011 |
• Tech support and email to a customer about outstanding invoices and us turning off the adilas service. • New logo for a company. • Emails and tech support. • Created a help file in Open Office. • Added new sort options for the grouped invoice/customer results. • Worked on a new page and permission for all advanced searches and exports. • Emails and tech support for payroll and time cards. |
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AU 659 |
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Daily Tasks | 12/5/2011 |
• Working on the all advanced search and export page. • Posted current files online and did some light testing. |
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AU 660 |
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Daily Tasks | 12/6/2011 |
• Went in to Logan and demoed for a company. We did some consulting and brainstorming and then I showed him adilas. 30 miles. • New logo for a company. • Tech support and new changes. • Added barcode links for stock numbers and for customers. |
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AU 678 |
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Daily Ideas | 12/6/2011 | -On the multi price tier structure – a customer mentioned that maybe the settings could be on a button rather than on every item in the system, just an idea. | |
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AU 661 |
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Daily Tasks | 12/7/2011 |
• Links to barcode generator from stock numbers and customer pages. • Colors and logo for a company. • Rep checks. |
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AU 662 |
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Daily Tasks | 12/8/2011 |
• Basic business stuff. • Finished up rep checks. • Tech support and billing. • Started working on customer exports to MS Excel. • Converted all links to customer exports to the admin permission. • Worked on advanced customer exports. |
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AU 663 |
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Daily Tasks | 12/9/2011 |
• Basic business stuff. • New logo and colors for a company. • Working on the customer Excel exports and tech support. • Working on refining your search between the advanced customer search and the results page. |
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AU 664 |
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Daily Tasks | 12/12/2011 | • Basic business work and tech support. | |
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AU 665 |
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Daily Tasks | 12/13/2011 |
• Basic business stuff and light tech support. • Working on the advanced customer export to Excel. |
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AU 666 |
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Daily Tasks | 12/14/2011 |
• Updating permissions and help files for customer exports. • Working on the part number advanced export option. |
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AU 667 |
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Daily Tasks | 12/15/2011 |
• Basic business stuff. • New logo for a company. |
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AU 668 |
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Daily Tasks | 12/19/2011 |
• Small logo changes for a company and light tech support and emails. • New logo for another company. • Working through questions and emails. |
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AU 669 |
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Daily Tasks | 12/20/2011 |
• On the phone with Steve going over his businesses involvement in adilas. We also talked about other projects that are needed. • New logo for a company. Added some words to their logo. • Prep for 2012 taxes. • Research on duplicating PO’s and invoices. • On the phone with Steve going over direction. He needs the quick counter sale link and permission. We need to be able to duplicate PO’s and then on to the user interface options. We need sections for both interface buttons and the interactive map. |
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AU 670 |
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Daily Tasks | 12/21/2011 |
• Working on the quick retail cart logic (quick counter sales) and permission. • Helped customer cart assignments skip a step. |
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AU 671 |
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Daily Tasks | 12/22/2011 |
• Finished up the quick retail cart logic and permission. • Launched a number of new files. • Small logo change for a company. • Updated some help files. • New logo for another company. |
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AU 679 |
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Daily Ideas | 12/22/2011 |
Ideas from Steve about the upcoming interface changes: -We need to create a thing called templates, interface buttons or custom navigation buttons. -Steve would like us to create a dashboard, template, custom combo. Let the users decide what they want to see and use. |
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AU 672 |
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Daily Tasks | 12/24/2011 |
• Working on part migration for a company. • Email and tech support. |
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AU 673 |
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Daily Tasks | 12/26/2011 |
• Emails, phone calls and tech support. • Bank work and annual report for adilas. • Working on quick retail cart options. • Hid the main cart info on a counter sale. • Added a new corp-wide setting for show/hide use/skip the cart review page. |
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AU 674 |
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Daily Tasks | 12/27/2011 |
• Added the “coupon” money type and checked some other settings. • Updated help files. |
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AU 675 |
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Daily Tasks | 12/28/2011 |
• Customer migration for a company and invoiced. • Updating help files. |
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AU 676 |
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Daily Tasks | 12/29/2011 |
• Small tech support update for a customer upload. • Working on the 2012 tax tables and calcs. Basically, copying the state and federal values for 2011 and changing the dates. • Also on the phone with Steve going over game plan values and options. Next things on the schedule are duplicating PO’s, chaining (tying together) and build and hold recipes. • Tax prep stuff. • Working on customer assignments to the cart after the fact. • Reading duplicate PO brainstorming and ideas. • Tech support and working on PO logic. • Invite a CPA over to my house and I showed him some features in adilas (light demo). He pointed out some good and bad things about the system. We had an interesting conversation. Some of the biggest points were: who we are (as adilas)? why are we better than our competition?, we have a big challenge with the training and learning curve and why are we so closed (internal transactions only) as compared with being an open platform. • I then read an assignment on platforms and making things available to the outside via web services. The article talked about Google, Amazon, Microsoft, Facebook and others. The guy who wrote the article (a rant) was bashing Google for not exposing code to the outside or even to other internal departments. More notes in below and in red notebook. |
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AU 680 |
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Daily Ideas | 12/29/2011 |
-On the phone with Steve on 1/12/12 – we were talking about how QuickBooks does a thing called “managing the data stream”. Well that is after the fact – something happened and I’m trying to catch up. We try really hard to be pro-active or recording as it happens or as it changes. We are real time cause and effect vs. after the fact catch and hope. One of the differences is time, knowledge and seeing all the pieces as they happen vs. the surprise attack, “Oh crud!”. Notes from meeting with CPA: -Decide who you are – in 10-15 seconds – price, inventory, detail, audit trail, different approach. -Not very happy that the payroll section didn’t do quarterly’s and reports (W2, 1099) etc. -Thought that we should open things up – quick export, quick sort by columns, need to manage the data stream, hook up to banks, credit card companies. -Weakness was complexity and learning curve – totally different methodology. -Check out competition wave accounting, xero accounting, fishbowl inventory, etc. -Check out thought leaders in the industry – Doug Sleeter, desktop accountant, K-Z consultant firm, Randy Johnston. |
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AU 2231 |
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Note - Meeting with local CPA | 12/29/2011 |
Meeting with a local CPA, these are his notes: (See scans in photo gallery for 12/29/11) |
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AU 677 |
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Daily Tasks | 12/31/2011 |
• Emails and tech support. • Small changes to balance sheet homepage. • Made the balance sheet run automatically. We then backed it off to just help to pre-select the form options and not auto submit the form. |
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AU 3566 |
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2011 | 12/31/2011 |
YEARLY ACCOMPLISHMENTS 2011 Steve, This is a list of things that happened and accomplishments made during the 2011 year on adilas. It was a great year with tons of new and awesome stuff. More and more still to come… If you need additional details, just let me know. I have everything documented down to the date. January 2011: • New tax tables for 2011 (federal & state). • PCI Compliance Renewal. • Added Authorize.net as a new merchant gateway (merchant processing). • Added the running daily bank balance (per transaction) to the check register. • Added a part number “group” option to the invoice line items search page. Added a switch between groups and details. • Created a similar group and detail toggle switch for PO line items (incoming parts and quantities). • Made a conscience switch to get out of the retail hardware side of business (card readers, receipt printers, barcode scanners, etc.) and focus more on the reoccurring services that we provide. • Added an alpha name search to the quick search options for invoices, quotes, expense/receipts, PO’s, and checks. This allows a search for all results for a given customer name or vendor/payee right from the quick search. • Moved the force payment checkbox on the verify PO page to one step deeper. • Added more links and flow to help with looking up vendor/payees and their current payables. • New corp-wide settings for show/hide tax categories on invoices and quote and a default credit card transaction mode for the merchant processing page (retail swiped, manual keyed, or both). • Created the accomplishments lists for 2009 & 2010. Posted scans online to the adilas history balance sheet item (special archive photo gallery). • Added dynamic drop-down options to the flex grid tie-in titles and custom field names. February 2011: • Started working on the adilas “any” scheduler. This name was later changed to “Elements of Time”. • Tons of notes, ideas, research, concepting, and brainstorming on elements of time. • Went around (onsite) to 10 different businesses to get ideas about how they deal with, tracked, and used time. Filled out prepared questionnaire to gather data. Compiled data into notes and ideas for elements of time. • Added quick search options for main id numbers, included parts, customers, and vendor/payees. • Worked on graphic mock-up for the interactive map and the multimedia training application (player). These are future concepts for adilas university and the main adilas.biz interactive navigation interface. • Added an auto calculate switch (checkbox) to the advanced add to cart page. That allowed us to do more than one calculation at a time before the local math was done. This allowed for things like: unknown weights (quantity), sealed items (USB digital scales), backing in to a fixed total price, and using a tax category of “with tax included”. With the new switch, all of these calculations could be done at once instead of one calculation at a time. • Added options to pass pre-set values from my cart favorite buttons to the advanced add to cart page (options 5 under use exact part number button type). • Created three different bio’s or history documents about adilas. They are the business bi, the education bio, and the brief history of adilas.biz. • Elements of time began to split in to two different sub types. They were types of time (ended up being master time templates) and functions of time (ended up being subs or add-ons of time). March 2011: • Added the CHARGE Anywhere gateway (merchant processing). • Changed the main adilas.biz homepage. Added a search by date field and changed the stats to “daily” stats as compared to the overall “total” stats. • Working on basic database design and layout for elements of time. • Added corp-wide setting and permissions for cross-corp billing. • Added three new fields to the customer statements. They are for the invoice age, the paid status, and the payment types. • Ordered a new content server. • Created a custom CSV file for Dealer Car Search. The export builds itself and sends itself every day at a given time. Includes stock number details, descriptions, prices, and available photos of the stock/units. • Added my cart favorite “group” buttons and a thing we called the advanced grid or add multi grid. Basically a grid that has advanced add to cart features for multiple products at one time. The groups allowed for stacking (depth) of standard my cart favorite buttons. April 2011: • Working on elements of time. Added tons of new pages. Pages included add/edit master time templates, add/edit basic elements of time, basic time search, the working with time page (generic edit mode), printable time page, and time history page. • Decided that each corporation should have their own PO and invoice line items table. Major rework on logic and flow. Split the main table in to corp-specific mini tables. This change affected close to 100 different pages. • Created a multi-corp – multi-location – daily/weekly sales report. Able to pull data by corp, by location, by date, by part category all at one time. One of the first cross-corp reports to come out of adilas. May 2011: • Added the advanced time search (build your own report interface for time) and the advanced results pages. • Added ability to assign time to specific customers, employees, vendors, and locations. Also allowed options to assign to generic persons or places (any – even if not in the system). • Created a bid and proposal for the State of Colorado for the MMJ industry tracking program. • Started working on the sub functions or add-ons of time. They were the action status logs, sub dates and times, and sub comments and notes. • Added a “view only” options (permission) for the my cart favorite buttons. This allowed for one user to set the buttons and then others (maybe not as technical savvy) to use their buttons as their own. This also allowed for a virtual master list of buttons for a single corporation. June 2011: • Constant tweaks to the elements of time section. New settings, new defaults, and new options. • Added a description option to the barcode generator application. Able to switch between a barcode value or a description value (text). • Added a contact (email) adilas support page from any of the application help files. • Kiva and Steve came up with some “short cuts to adilas”. A PDF document for users to get started. • Launched the first round of the interactive map concept. The concept was still a graphic (not yet interactive) but did have a number of links overlaid on the graphic to help with temporary navigation options. • Added a sneak peek graphic to the main switchboard page. The underlying page listed current and upcoming projects that are planned and scheduled. Kind of a small insight to where we are headed or a view of the master plan. • Documented all of the “quick search” options, values, and keyword searches. Put all documentation into its own help files. Added links from different pages to the help file with the documentation. • Added elements of time and reoccurring invoices (reminders) to the main history homepage report. • Added the customer type to the shopping cart. • Increased the number of custom fields on the flex grid tie-ins. Went from 10 custom fields to 15. • Added two new major players to the flex grid tie-ins. They were elements of time and quotes. This brought the total main application types to 12. The flex grid is now a 12 x 12 x 15 matrix as compared with the old 10 x 10 x 10 matrix. • Reworked the flex grid tie-in search results. Made it more human readable to the end user. The old way only had the main application type initials and an id number (example: cust 10001). The new way still shows all of the info but also has a human readable column next to the id number of the tie-in info (example: cust 10001 – Fred Flinstone). July 2011: • Added the flex grid tie-in info to the add/edit customer page. Before it was only shown on the customer log page. • Added a custom shipping CSV file. Custom document tied on a per invoice basis and assigned through the custom document management system. • Kiva took over the reoccurring invoices, credit card payments, and adilas billing functions. • Added a “refine your search” option for elements of time (advanced time search and results). • Added a “grouped” elements of time to customer report to help with billing and assigned times and invoice/quote status values. • Added options to convert one or more elements of time to the shopping cart. This is part of the customer billing options. • Added new corp-wide settings for the customer tax id name, the location license number, and the printable disclaimer text (unlimited text length for invoices and quotes). • Converted all normal customer logs (notes and follow-up notes) to HTML compatible. This allows for things like line breaks, links, and other formatting. • Added an option to search the customer tax id (dynamic name) from the customer quick search. Many of our clients are using a barcode scanner or card reader to search for their customers. August 2011: • Finished up the time to cart process (customer billing). Pretty in depth processing and lots of cross tying between time, quotes, and invoices. All the users have to do is point and click. • Added a couple of MMED forms for the State of Colorado. We added one for the monthly primary center patient list (form 1010) and one for the daily patient sales report (form 1100). • Added an IP address field to the user login/logout actions. This helps a manager know where the users are logging in/out from. September 2011: • Created a generic customer export to Microsoft Excel that included basic customer info plus any flex grid tie-in fields. • Added subs of time to the time to cart process. Other tweaks to help the flow between time and invoices and quotes. • Added an IP address field to the employee clock in/out (timecard) application. Timecards are tied to payroll, so, this helps managers know where the clock in/outs took place. • Created advanced search options for subs of time (add-on functions of time). They include searches for action status logs, sub dates and times, and sub comments and notes. • Added the MAXX payment gateway (merchant processing). • Steve went to a big Trailer Dealer Convention in Texas. Came back with a number of leads and new ideas. • Added a temporary patch for sales tax on the balance sheet. • Added a customer type filter to the my cart favorite buttons. Not required but filters buttons once a customer is assigned to the shopping cart. Helps with different pricing for members vs. non-members. • Major work on visual reports for elements of time. The main time homepage is capable of showing a calendar view (up to 365 days at a time), a dynamic time slot view (daily detail view with any increment of time and a start/stop range), a grouped report, and the normal time details (organized list) reports. • Publicly released elements of time. Round one of three (other future releases will come later on). October 2011: • Added a new quick search option right from the top of the view cart page. This allows for parts searches and barcode scans right from the view cart page. • Added four new customer date fields (main start, main end, period start, and period end). Each new field also has a corp-wide setting attached to help with custom naming options. The period end date has special code to help watch for passed or expired values (shows up in red). • Added a number of new corp-wide settings for elements of time. This deals primarily with what the user sees when they first come to the time homepage. Default settings include things like: time period (date range to show), report type, calendar block size, time slot start/stop range, time slot block size, and show/hide extra stats and subs. • Added a basic export to Microsoft Excel for invoice sales data. • Added a new customer queue application to help track “who is next” for customers and waiting rooms. Virtually a check in/out monitoring process. • Updated the custom document settings for the Texas 130-U (new version). Also added a data only version to help with the facto form printing for title applications. • Added options to change prices and button status on the bulk sort page for my cart favorites. November 2011: • Small tweak on the balance sheet. Showed the difference between the total tax and the possible out of balance value. • Added the user history report (historical history) to the main history homepage. Includes 20+ system-maintained user history sections (actions recorded behind the scenes for system events). • Added a better “change due” call out on the mini 3” invoice format. • Added a new permission called “my history” and connected it to a filtered portion of the main user history report. • Created a new “grouped” customer invoice report. Ability to sort by customer, invoice count, and total invoice sales (sums). • Expanded export options (to excel) for invoices (total of 5 different reports). Added a “refine your search” options to all advanced searches for invoices. December 2011: • Added links to the barcode generator to and from stock/units and for customers. • New customer exports to MS Excel. Including the advanced (build your own report) search, customer logs, and additional contacts. Tied to all exports to the advanced permission for customers. • Added a “refine your search” option to the advanced customer search results. Added an export to Excel for part numbers and quantities. Also tied this export to the advanced permission for parts. • Added a new permission to help with quick retail sales (counter sales or non-customer tickets). Also sped up the customer to cart assignments. • Added an options to hide the main cart info for non-customer counter sales in the view cart page. • Added a new corp-wide setting to use or skip the review cart page (final step in the cart process before converting the cart to an invoice). • Updated all tax tables for the tax year of 2012. • Small change to the balance sheet homepage. Pre-selected the checkboxes for show assets, liabilities, and equity sections. Yee Haw! More to come in 2012! |
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