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Adilas.biz Developer's Notebook Report - 4/1/2008 to 4/30/2008 - (39)
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Photos
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 2437 |
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Daily Tasks | 4/1/2008 |
• Small fixes to help enhance the flow form page to page. • Added a new quick search for checks. • Worked on the check request back door for the approval process. |
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AU 2438 |
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Daily Tasks | 4/2/2008 |
• Working on reimbursements. • Worked on check request and approval conversion process. • Worked on assigning blank check requests to the correct vendor/payee. |
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AU 2439 |
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Daily Tasks | 4/3/2008 | • Assigning blank vendor/payees and working on verifying a receipt. | |
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AU 2463 |
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Daily Ideas | 4/3/2008 |
-On expense/receipt gallery add a privacy permission check for admin check req approval -Add a back door – if blank checks still out, show on clock in/out -Add payment info to check req homepage – line items must match -If declined, make sure the approval by shows up -On approval page, for admin, show big photo -Add vendor to quick search -Create an add/edit vendor permission -Printable customer list -Add a link on printable receipt to create new using this payee. -Change the starting letter and opt. chars to a single name field for speed. -Show all drill-down’s for stock units (outside repairs & internal repairs) and record outside repair flag on expense line items (some symbol (pie symbol) or something) -Add a reimbursement permission -Quick search for checks -Assign blank request to a vendor/payee -New money type and automate bill pay or statements – auto roll over amounts upon match (see small notebook) -Payables and check request for PO’s and stock #’s |
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AU 2440 |
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Daily Tasks | 4/4/2008 |
• Working on verifying check requests. • On the phone with Steve going over different options. |
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AU 2404 |
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Brainstorming - Ideas for a PO/Requisition Section | 4/5/2008 |
Ideas for a PO/requisition section: - Use the current PO section and provide a way for parts and quantities to be requested. Basically, this would create a normal PO and flag it as a requisition. - Have two different quantity fields on the line items. One is the actual which determines the part count. The other would only be used for then requisition and would have no effect on the part count. - Steve mentioned a cart type interface for building the requisition. Similar to our shopping cart for invoices. - Keeping both the requisition and PO’s on the same table would speed up conversions, already have PO #’s assigned, allows for shared photos, etc. |
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AU 2441 |
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Daily Tasks | 4/5/2008 |
• Finished up the check request section. • Brainstorming PO’s and requisitions and how they could piggy-back together with different quantities fields. |
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AU 2405 |
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Tech & Ideas - PO's, Invoices, Receipts | 4/7/2008 |
Tech and Ideas: PO Payments Table All Invoice Payments Table New Fields for Receipts Table Receipt Splits Other pages for recording receipts (Please see scan in photo gallery) Other free papers form 4/7/2008 - Create a new expense/receipt or check request (automate payable) - Check the total against the sum of the line items if match, don’t record as payable. If sums don’t match, record as payable. - Set up a watch on the add/edit payments page for completion. - Need a new field so that I can watch for a payable Payables – ideas PO’s: - Need to tie to expense/receipts and/or check request - Possible multi payments of multi expense/receipts - Need to track some aging - Need to add requisition options - Entire flow and process need to be looked at - Current flow: o Create main and mark received o Add line items of what you actually have o Adjust main if needed o Verify PO - Possible flow: o Create main as actual or requisition o Assign line items and quantities depending on PO type o If req, submit for approval. If normal, same as current flow o Makes order o Once order arrives, stock in items with actual prices and quantities o Verify PO - Need some new dates and flags for PO’s (PO types and states) requisition date, approval date, order date, arrival date, received date - Need shipping info (type in field) whatever |
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AU 2442 |
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Daily Tasks | 4/7/2008 |
• Brainstorming new flow ideas for PO’s and stock #’s. • Brainstormed on payables and flow. • Went in to meet with Steve about payables. Did some brainstorming on his big white board. 10 miles. • Working on split payments and recording payables within the receipts table. • Split payments and auto correcting receipt values. |
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AU 2443 |
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Daily Tasks | 4/9/2008 |
• Working on the split payment page for accounts payable. • On the phone with Steve. |
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AU 2444 |
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Daily Tasks | 4/10/2008 |
• Working on splits and logic and flags for splits. • Went into accounting office and showed associates about new check request section. 10 miles. • Went up to a store to help a contact. • Added a quick search to the header file. • Other page update. |
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AU 2464 |
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Daily Ideas | 4/10/2008 |
-Pull all images for rei subs and splits not just main images -On add/edit check request – add verbage to due date -Pull external invoice numbers to bill pay -Pull account # to check write and/or put a box so that they can enter an account # -Email notification on new check requests -Remove the word “All” on main homepages for single searches -Add single search on edit pages -Add some code to help with invoice payments and deposit that are not done through the sales deposit page |
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AU 2445 |
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Daily Tasks | 4/11/2008 |
• On the phone with a client. • Writing an email update for Steve. • Working on split details. • Added new tables for po_payments and allinv_payments. • Posted login pages about system updates. |
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AU 2446 |
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Daily Tasks | 4/12/2008 |
• Shutting down system to perform system maintenance. • Started working on stuff but had major internet problems. Stopped at 12:30 because I couldn’t finish. |
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AU 2447 |
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Daily Tasks | 4/13/2008 | • Went in to the office and used wireless internet to finish uploading files. Internet wouldn’t work at home. Sunday work – no charge and no miles. | |
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AU 2448 |
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Daily Tasks | 4/14/2008 |
• Working on new customer and vendor/payee searches. • Changed the two-part process into a single flexible search field. • Went into the office and worked with an associate getting ideas on the check write system. 10 miles. • Writing help files for check request pages. |
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AU 2465 |
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Daily Ideas | 4/14/2008 |
-Need to add additional validation and flags – maybe on the receipt line items page – for okayed receipt amounts, line items, payments made. Use this flag to help with reimbursements and splits. Reason: if anything is wrong with a sub the whole process gets aborted – giving the false impression that everything completed correctly. 2 different things: 1= background flag for okay to proceed, 2 = show/use flag on rei & splits page -Don’t run the code for update the PO’s and stock #’s – *** check with Steve before doing so -External invoice numbers need to be available for check write -Vendor account numbers need to be available for check write -Pull if available – special notes and account # and external invoice #’s. Allow address to show/hide for printing. (Sketch of check – please see scan in photo gallery) -On rei’s, splits, & PO’s – pull the external invoice # for approvals -If using windowed envelopes, might need to adjust different fields and their locations. This would be bank specific. Need some sort of visual interface with x,y coordinates held in the background. -What about custom fields, like duplicate check, etc. (Not as important right now) -Add spaces to long lists of internal #’s – notes on rei’s, splits, etc. -Pull in external invoice number on request approval page for owners -Make sure on reimbursements that line items, main and payments match. Make sure on splits that line items and main match. -Don’t allow rei’s with $0.00 as payment total -Show flag for applied outside repair on receipt line items -Show detailed drill-down from stock unit for outside repairs and internal repair tickets -Keep the last quick search in a session var on top of page. ?’s about this – it is great searching but what about printing??? -Add a vin/serial # search to the quick drop down |
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AU 2449 |
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Daily Tasks | 4/15/2008 |
• Working on help files for application. • Went out to Poncha Springs and did a four hour consulting visit with multiple clients. • Working with a client on parts, PO’s, makes, models, receivables, and general training. 20 miles. • Writing email updates to Steve about meeting with clients. • Updating help file online. |
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AU 2466 |
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Daily Ideas | 4/15/2008 |
-Don’t require a web site on locations. -Search VIN – data in, db, ok -Notes on customer needs/pieces – please see scan in photo gallery |
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AU 2450 |
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Daily Tasks | 4/16/2008 |
• Working on help files. • Steve called and we talked for 45 minutes. He wants me to work on payroll for a client’s stuff. • Fixed validation and extra checkbox disables flags for reimbursements and splits. • Went into the accounting office to work with associates. 10 miles. |
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AU 2467 |
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Daily Ideas | 4/16/2008 |
-Salary – amt. – daily tables and such -PO’s & payables -PO’s req – like a shopping cart -On show splits page – add external invoice # -Add help for grayed out boxes on rei & splits -On voids, verify it automatically and post it -On payroll homepage – add a link to paycheck totals from the 2nd to bottom search form -On payee receipt search – change the new search link to not have the word payee in it |
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AU 2451 |
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Daily Tasks | 4/17/2008 |
• Working on page updates and help files. • On the phone with a client. Wrote a follow-up email to her. • Worked on a printable customer list and more help files. |
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AU 2468 |
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Daily Ideas | 4/17/2008 |
-Check all four voids (dep, rec, po, inv) -Check a void with a unit as an internal -Check a void with a unit as a line item (?) what about the units? -Check the code for deleting a unit |
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AU 2452 |
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Daily Tasks | 4/18/2008 |
• Working on the calculate payroll page. • Allowing different payroll frequencies. • Small fixes for Steve on the new check quick search. • Research on taxes for a client in another country. |
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AU 2453 |
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Daily Tasks | 4/19/2008 |
• Started expanding the payroll options. • Added new validation and opened up all pay frequencies. • Started some custom tax work for a client in another country. • Working on federal tax calculations. |
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AU 2454 |
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Daily Tasks | 4/21/2008 |
• Working on new payroll options and custom work for a client in another country. • Added code, tested pages, and posted database files and pages. Started working at 12:15am. • Working on additional federal tax calcs. • Created a special add form for adding federal taxes and tax calcs. |
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AU 2469 |
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Daily Ideas | 4/21/2008 |
Calcs for Federal taxes: ((gross-allowance) – minus amount x) * percentage = taxes Please see examples & more info on scan in photo gallery |
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AU 2455 |
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Daily Tasks | 4/22/2008 |
• Working on federal tax calcs and adding federal look-up tables to the database. • Testing and debugging payroll calculations. • Added a monthly pay frequency for a client’s payroll. |
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AU 2456 |
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Daily Tasks | 4/23/2008 |
• Debugging federal tax calcs. • Added a new field for federal tax calcs and changed formula. • Added a dynamic overtime switch to each corp. |
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AU 2470 |
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Daily Ideas | 4/23/2008 | -Add photos to reimbursement & splits | |
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AU 2457 |
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Daily Tasks | 4/24/2008 | • Working on a company’s website layout. Posted files and emailed the client. | |
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AU 2458 |
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Daily Tasks | 4/25/2008 |
• On the phone with Steve and sending an email to a client. • Started working on the payables homepage. • Small web updates for a company. Changed the background colors, added contact info and posted files. |
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AU 2471 |
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Daily Ideas | 4/25/2008 |
Accounts payable – Payables Homepage - Vendor/payee - Report type - Make, model, inv status - Date range - Date type - Bank - Check number - Splits - PO’s - Reimbursements - Approved check requests - Payroll - Taxes - Unpaid stock/units - Long term payables - Outstanding payments (checks) |
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AU 2459 |
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Daily Tasks | 4/26/2008 |
• On the phone with Steve going over plans and ideas. • Added a running bank balance search form to the bank homepage. • Working on splits (aged payables) on payables homepage. |
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AU 2460 |
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Daily Tasks | 4/28/2008 |
• Added the new sales sheet to a company’s website. Invoiced for 4 hours. • Working on permissions on the phone with Steve going over ideas for automated reoccurring invoices. • Added a new running bank balance report. • Posted files online and updated help files and permissions. |
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AU 2472 |
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Daily Ideas | 4/28/2008 |
-Running Bank Balances -Reoccurring invoice – time period, bill every, exact date, amount -Average age on payables |
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AU 2461 |
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Daily Tasks | 4/29/2008 |
• Working on the reimbursement section of the payables homepage. • Posted files and updated help files and permissions. • On the phone with Steve. |
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AU 2462 |
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Daily Tasks | 4/30/2008 |
• Updated the deposit line items pages to help tie invoices payments to deposit line items (receivables clean-up). • Posted files online and started on the PO payables section. • Went in to Steve’s house. Went over flow for manufactures and how to handle internal tickets. 10 miles. |
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AU 2473 |
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Daily Ideas | 4/30/2008 |
How to handle internal invoices: - From invoice loc (retail) - From unit loc (manufacture) |
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