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Adilas.biz Developer's Notebook Report - 4/1/2009 to 4/30/2009 - (37)
Photos	Time Id	Color	Title/Caption	Start Date	Notes
	AU 1327		Daily Tasks	4/1/2009	• Working on new database tables for recipe/builds. • Added some code to deal with new part # fields for barcode and RFID tags. • Working on recipe/builds • Texas stock # problem. Doing some research. On the phone with an associate about evals.

	AU 1328		Daily Tasks	4/2/2009	• On the phone with Newtek about their tech exec program. Also sent an email to Newtek about giving them a demo of adilas • An associate came over and we did some training on checks, invoice payments, deposits and creating invoices. • Working on the recipe homepage and add/edit recipe page. • On the phone with a contact going over screen captures and audio software. • Emails an associated with cost and set-up info.

	AU 1354		Daily Ideas	4/2/2009	Talking with contact in Utah: - Wink Freeware software screen capture 2.0 - Audio microphone 200m Hz cards - handy recorder $175 - Never gets better than original - Audicity sound software latest version 1.3.7 Beta Low mic gain and close to mouth: - 1 minute – keep small - Script it, keep it separate, then pull it together - Get audio first (script it first) Keep colors simple: - Soft walls, stay away from walls (echo) - 1” or 2” from your mouth

	AU 1329		Daily Tasks	4/3/2009	• Working on the recipe line items page.

	AU 2359		Brainstorming - Recipe/Builds	4/3/2009	Recipe Line Items: Build & Sell (invoice) - Line ID: - Recipe Number: - Vendor: - Part Number: - Part ID: - Line Type: In/out value - Quantity (force to positive or 0) - Cost: o Use current cost: o Use calculated costs: o Use zero cost - Price: o Use current price o Use custom price o Use zero price - Description: o Use current description o Custom description - Default tax category hide/show line - Sort - Notes - Status – edit mode only Build & Hold (PO) - Line ID - Recipe Number - Vendor - Part Number - Part ID - Line Type (both values) o Ingredient, output or product - Quantity (must be positive) - Cost o Current cost o Calculated cost - Sort - Status: edit mode only - Notes Two Different Types: - Build & Sell: invoice bound, need positive numbers on all items o Pass on the recipe type id along and show it o Add another field to the recipe types or add the word (build PO) (invoice group) to the names. o Pass the recipe types on to the add/edit line items page.

	AU 1330		Daily Tasks	4/4/2009	• Working on the add/edit page for recipe line items.

	AU 1331		Daily Tasks	4/5/2009	• Went down to Colorado Springs to catch a flight to Houston. 260 miles.

	AU 1355		Daily Ideas	4/5/2009	More things that need to be done: (#4) - Weekly margin analysis – daily as well. Summary of sales. See some sample reports (4 & 5). - YTD cut-off date. This deals with not letting users go back in the past once financials have been posted (maybe tie to data validator). - Default expense type for a vendor. - Change verbiage on B.S. items. Take off the recommendation for assets, liabilities and equity. Change it to just how the math is calculated. - Add the sum of the line items to the edit main pages. (This is for invoices, deposits, PO’s and expense/receipts.) Thing that need to be done: (#1) - Update WIP help files to include info about dates and magic window stuff. - Add a color filter on inventory and sold reports. - Run through simple scenarios with normal expenses, check requests, splits, reimbursements, stock payables, PO payables. (Steve & I session – don’t forget taxes and doc fees.) - Create video tutorials for theory and practical applications. - Show cause and effect relationships between actions and reactions. Maybe include verbiage on success messages. (images, be visual) - Duplicate quotes “save as…” versions - Add Java Script to build prep page. This helps calculate items in mass quantity. Sum up costs and prices. (1/1=1, 5/5=1, 100/100=1) - Cost of parts in p/o’s “PO Reqs”. Problem with people forcing things through the system. Maybe need two ways to get parts in – quick search and pull last cost or got the physical PO and want to enter it. (make both ways easy)

	AU 1332		Daily Tasks	4/6/2009	• Working on the add/edit recipe line items page. • Went and looked around a client’s facility. Met people and saw the size of their operations. Pretty big…. Spent most of the day working on the build process and recipes. Helped answer questions and did some training. • Had great conversations with Steve over both lunch and dinner.

	AU 2360		Brainstorming - Recipe Layout	4/6/2009	Recipe Layout: Line items need to be flexible depending on recipe type: - Build & Sell: o Qty o Part o Description o Type o Cost o Cost type sort o Notes Check out User Balance Sheet Items for between date need to check for subs on either side too early prior to start date or after the B.S. look-up date.

	AU 1333		Daily Tasks	4/7/2009	• Worked on the recipe/build history page. • Went to another client location. Did some work on the build portion of the application. Spent most of the day working with a client on a payroll workaround. Went over adilas application logic. Big teaching day and working with them on what is going on. They come from the old school accounting days and work from paper journal entries. Major changes accepting adilas and the way we work things. Good day with some break throughs.

	AU 1356		Daily Ideas	4/7/2009	Thing that need to be done: (#2) - Need clock-in/out tie-ins for jobs and customers and accounts, etc. Also tie to invoices # or quote #. Job costing - Reoccurring expense/receipts - B.S. side of expense/types - Be able to duplicate “WIP” invoices. - Be able to add a line item to a finished invoice. Quick and easy without knowing the current cost. - Quick mark-up on parts, quick discounts, etc. really sales person specific. This is a special shopping cart feature. Make it easy. Don’t forget how to figure out profit and profit percentage 25% mark-up = 20% profit remember profit/price=profit%, reverse calculate the profit. Tie to a permission. - Add the actual profit % on the view parts page. Things that need to be done: (#3) - When doing rei’s and splits, show the pre-selected expense/receipt types of reimbursement splits and reimbursement rei’s. This helps so that we don’t double book things. We could lock this down but it might be better to default it. - A client had a list of requests: see yellow memo paper. - Duplicate invoices with serialized units on it. Maybe allow a 2nd step to substitute the stock number. - On the one page cost and profit report. Add a summary of what %’s on units, %’s on parts, %’s on labor and total %’s. - On the customer side add a next n nav for photos. - Change the words “The last online business…. to “the last… - Be able to tax unlimited parts (inventory type = 7) - Check for URL links to printer friendly and printable invoices. Added a new show/hide URL var. (Don’t worry about this the default takes care of it.) - Search for plain [receipt_ and change to expense/receipt. - Change basic parts permission. Need a view only that does not allow a look at profit. Mode add/edit parts to basic PO permission. Make the sales process as dummy proof as possible.

	AU 1334		Daily Tasks	4/8/2009	• Working on the build and sell process and getting things from the build prep step to the shopping cart. • Went to a client’s location. Worked on the recipe and build process. Had a meeting with Steve and some clients. Good day, getting tons of good ideas. • Posting files online and adding fields and tables to the database. Did some testing.

	AU 1335		Daily Tasks	4/9/2009	• Working all day with a client on the balance sheet. Got some great ideas and had a wonderful training session. We started on paper, came up with a road map and entered things from start to end in adilas. We found a couple holes and made some notes on what is needed. I was pretty fried at the end of the day.

	AU 1357		Daily Ideas	4/9/2009	On PO’s and PO requests – need an order status. (From post-it note stuck to 4/9/09)

	AU 1336		Daily Tasks	4/10/2009	• Went into a client’s location. Worked on printable quotes and printable invoices. Created a toggle switch to show/hide line items. Created a profit per line item report. • Training and helping with clients.

	AU 1337		Daily Tasks	4/11/2009	• Went in to client location. Tied-up loose ends, talked about what was going on. Also looked into barcodes and options. Talked about options, vision and where we are at.

	AU 1338		Daily Tasks	4/13/2009	• Getting organized after the rip and tying up loose ends. • Created an adilas to do list. • Worked on the default tax categories and tax settings. • Fixed a small bug on the recipe build prep page. • Posted files online.

	AU 1358		Daily Ideas	4/13/2009	Things that need to be done: (#5) - Need a global expense type and a global deposit type. These will have the ability to show up on the opposite side of where they normally do. Either side of the fence: revenue, cogs or expenses. Only on the I.S. side. - On customers: o Default tax category o Discount rate per customer o Customer type (maybe a dynamic list of types) o See .xls file from client o Credit limit – tie to invoices being made and current receivables that are owed o Credit hold o Cash only status o PO’s only status. o Maybe multi-types (see above) o 2nd customer info, purchasing contact, ordering, billing and payables and receivables o Show on invoice checkout page: notes that are searchable for customers and vendors - Known holes in the balance sheet: o Sales taxes – tax may need status, do I have the money, maybe a sales tax homepage. o Doc fees, licenses and extras – (part other) make other show up part # o Accrued payroll - Need a multi on vendors. This is especially true on pay to the order fields and values. - When drilling down on user maintained B.S. items. We need a date switch. Problem occurred when looking back in time and subs were already added beyond that look-back date. - Daily close-out reports. This is the end of the day reports. This includes invoice payments made, deposited, charge tickets and check on cash tickets. - Need to check into customer verbiage for layaways, work in progress, work orders, transitions, etc. (may need dynamic naming and options) - What about prepaid gift card and security deposits. - Tie-in between B.S. items and main items (dep’s, PO’s, inv’s, e/r’s). This needs to go both ways. We also need from B.S. item to B.S. item. - Charts – see with your eyes… add some visual candy! - Powered by adilas.biz… put it all over the place! - Follow-up with some contacts. Things that need to be done: (#6) - Check the void logic on WIP invoices. Don’t want to leave the invoice type as WIP. WIP may become QTI. (leave alone) - On invoice sales and profit report. Check problems with trades. Problem may be on lien payoff info. (eventually make as a payable) - Check the advanced invoice line items report page. Too busy. - On PO requests, maybe do some sort of reverse shopping cart to order the qty. - Include bad debt in the revenue adjustment section of the income statement. Remember pre-payments on invoices as well (liability). - Add pagination on history pages. May also want to reverse the show order. - Finish up the recipe/build section. Activate the build and hold section. (remember permissions) - Update files (signing off) and help files. - Create the invoice/PO additional tie-in application and search pages. (Ended up being the flex grid.) - Finalize the WIP invoice stuff. Check payroll, receive invoices, taxes???, P&L (check look-backs), balance sheet (check look-backs), sales and profit report. - Need the reoccurring internal invoices. - Need the print multi invoice interface. - Check verified deposit logic and how it effects things on the invoice side. Maybe show what else should happen. - Known problem with locations and payables (receipts) drill-downs. - Work on a dynamic naming on a corp level. Include the word corp vs. entity, COGS settings and tie-in values. - Parts, invoices and shopping cart web services. - Set up our clients on terms, EFT’s, or credit card monthly payment. - Standardize code for changing invoice status from receivable to normal invoice (non-receivable). - Be able to save PO’s as a PDF. - Pre-check the recalc taxes checkbox. Things that need to be done: (#7) - What about credits? Create the credit homepage and help guide users through the options. - Documentation on web services. - Denied check requests on payables homepage. - Be able to receive payments on internal invoices. (Permissions and maybe lock it down so they can’t touch it.) - Do an email update to keep people up on new changes. - Add part # drill-down’s on PO and invoice line item pages. - Known problem with the build prep form and it not showing the description correctly. Problem with “I”an”II” quotes. - Tax homepage – treat it just like rei’s and splits. Need to be tied to each invoice, needs to be flexible. May also include titles, licenses, etc. - User history – what did so and so do yesterday. Both history and effectual (on history, add actual main date and $’s). - Add invoice # to e/r line items. - Super linkage from item to item – B.S., dep, inv, PO, e/r’s. (Include a report to show application tie-ins and relationships.) - Check line locking and removal options. (Basic vs. admin permissions) - On customers and vendors searches limit the search to 4 characters. - Add GAP cost to step 5 of unit sales process. - Who is my brother/sister (links and relationships) between all major parties on the site invoices, PO’s, deposits, expense/receipts, B.S. items, vendors, employees, customers, etc. - Fix the disconnect between invoices and stock/units. - Known issues report. - WIP and transition invoices that are nowhere to be found. Overlapping dates. - Corp settings: o How do you calculate COGS on units? o Special line items (on/off), (i.s./b.s.), etc. o Custom verbiage o Cash vs. accrual method o Transition invoices (names and options) o Upload own logo for a corp - Consistent numbers between P&L (including COGS and special line item setting) and profit per line reports. Also new daily/weekly sales reports. - Be able to search e/r’s for master e/r’s that paid for rei’s, splits, PO’s, units, etc. Be able to search the sub tie-ins to get to the masters faster.

	AU 1339		Daily Tasks	4/14/2009	• Worked on help files. • On the phone with Steve. Decided to post final bill to adilas and stop submitting bills for work done. • Emailed an associate about working for adilas. • Worked on recipe pass through values (description) and balance sheet item drill-down dates.

	AU 1340		Daily Tasks	4/15/2009	• Business cards for an associate and myself. • Working on B.S. to B.S. tie-ins on balance sheet subs. • Working on a new add part interface to invoice and PO’s. • Went into town to have a meeting with Steve and our associate. Went over tick list and priorities for adilas. 10 miles.

	AU 1341		Daily Tasks	4/16/2009	• Looking in to possible math calc problem on company’s evals. • On the phone with Steve going over tick list and setting and priority number by each. • Called and left a message with a client. • Posted some balance sheet changes and files. • Worked on the add new part # interface.

	AU 1342		Daily Tasks	4/17/2009	• Problem with client’s eval application. Fixed department assignments for them. • Email to a client about B.S. items. • Finished up the new add invoice line items page(s) and started working on the invoice number tie-in on expense/receipts. Checked logic for transition invoices (work in progress). • Help files, posting files and chatting with Steve on the phone.

	AU 1343		Daily Tasks	4/18/2009	• Working on the adilas tick list. • Working on WIP payroll, lien payoff and profit per line reports. • Added part # drill-downs to invoice and PO line item pages.

	AU 1344		Daily Tasks	4/20/2009	• Went out to demo adilas for a prospective client. Quoted $30/month & $10/month as a storage fee during the winter. 15 miles. • On the phone with Steve and writing an associate an email. • Working on the grouped daily/weekly sales reports.

	AU 2361		Brainstorming - Report Types for Sales	4/20/2009	Planning and layout for reporting types for sales – daily sales (grouped), daily sales (by salesperson), weekly sales (grouped), etc., etc. (Please see scans in photo gallery)

	AU 1345		Daily Tasks	4/21/2009	• Added a new training report to a company’s online eval application. Invoiced for 1.5 hours 4/16 to 4/21. • Working on grouped sales reports. • On the phone with Steve and some clients. They found a couple of new holes and we talked for an hour. • Added the invoice number to the income statement drill-down report for units. • Working through ideas and how to help bring things together. • Wrote a number of new tick list items and had some ideas on corp-wide settings. • Worked on adding the sum of the line items to the edit main page for deposits, invoices, PO’s, and expense/receipts.

	AU 1346		Daily Tasks	4/22/2009	• Emailing Steve about questions and known issues. A lot of the info came for our conversation with a client yesterday and deals with disconnect between units and invoices, P&L numbers, WIP invoice dates, sales tax, doc fees, and part number “other”. • Made some payroll changes for an associate. They needed a couple more pre-tax and after-tax deductions. • Went up to a client’s house and set up his company in adilas. A rep helped with the setup. 15 miles.

	AU 1359		Daily Ideas	4/22/2009	Things that need to be done: (#8) - Default expense/types on a corp basis for paying off rei’s, splits. See showing preselected expense types for rei’s and splits a couple pages back. - Need up to 5 pre-tax and post-tax deductions for payroll. Currently system will only support 3. Have a need for 4 for a client (4/22/09). - Sponsors, demo videos and ads. Have certain companies pay to be the video demo for a specific section. Just an idea. - Add adilas as an expense type (default). - Add adilas as a vendor (default). - Add logic to remove the add unit line item (cart) for non-unit corps. - Pre-check the recalc taxes and withholdings. - Ability to post invoices as expenses for any corp. Maybe this could be a global permission with sign off on either side. Make 4 really simple, view only, limited qty, possible with default expense type. Even if we decide not to go global (cross-corp permission) I will need something like this at some time. - On outside repairs to stock. These must be B.S. items. - On balance sheet home, show the amount off or difference. - On invoice costs – always tie back to basis and sale price on units. - Add a 3-way switch to invoice profit report and tie this to the P&L permission. (Decided not to do this) (Show or hide extra switch) - Corp-wide phantom setting o Computer fees, photo gallery, slush funds, mark-up values for units and parts, etc. - Custom report builder - Data extraction tool (archive and back-up) - What about clean-up tools? We have tons of building tools but what about the clean –up and /or consolidation tools? - Customer/contact log - Photo galleries for deposits, customers, and vendor/payees (includes employees) on vendors & customers maybe need an admin switch of some sort. - Help with verifying e/r main and e/r payments if 1 to 1 ratio. Small disconnect between one being verified and not the other.

	AU 1347		Daily Tasks	4/23/2009	• Working on the new payroll tax deductions for a payroll associate.

	AU 1348		Daily Tasks	4/24/2009	• Finished up a new payroll withholdings. • Posted files and changed database. • Worked on default reimbursement settings. (Limited accounts) • On the phone with Steve, an associate and a client. • Emailed updates to Steve and associates about new payroll and reimbursement changes.

	AU 1349		Daily Tasks	4/25/2009	• Working on changing the basic parts permissions to help create a dummy proof counter sales option or options. • Went out to pick up Steve from a client. We went to his house and had a good brainstorming meeting on COGS for units and the tie-everything together idea. Steve took my idea to the next whole level. He thought that it would be nice to have every major entity in the system have up to 10 dynamic tie-ins and the ability to set-up whatever kind of relationships to other mains. Basically a 10 x 10 flex-grid that operates over the top of all existing tie-in and logic. 15 miles.

	AU 1360		Daily Ideas	4/25/2009	COGS: Phantom costs: - Base parts outside (only real part that shows up for accounting), Slush, Interest, Computer Fees, ACV, Photos, Pac Adjustments. (Basis entire piece) Perceived value vs. actual value. Links and Relationships: every value needs 10 dynamic fields. Main - Tie-in Options Dep - Dep Inv - Inv PO - PO E/R - E/R B.S. - B.S. Stock - Stock Customer - Customer Vendor - Vendor Employee - Employee Part id - Part id - Notes date. Line history info - Modification flag with drill-down to line history - Allow multiple if needed loop and auto number say 200 at a time - Add an admin status to each line

	AU 1350		Daily Tasks	4/27/2009	• Worked on a company’s logo. • Started working on the save as… feature for quotes. • An associate came over and we did some adilas training and I showed him around the adilas site. Pretended to do a sales demo and allowed him to do a couple demos as well. • Worked on some help files and posted new changes.

	AU 1351		Daily Tasks	4/28/2009	• Working on help files and permission changes. • Working with a client doing some changes on invoices and stock units. • Phone call and big long email explanation. • Working on disconnects between stock/units and invoice numbers.

	AU 1352		Daily Tasks	4/29/2009	• Working on the disconnect between stock/units and invoice numbers. • Working on the daily sales reports. • Posted files online and updated help files.

	AU 1353		Daily Tasks	4/30/2009	• Sent out a few email updates about new grouped sales reports. • On the phone with a client going over new changes and talking about options. • On the phone with Steve talking about business, options and game plans. We are both pretty stressed out right now. • Added an admin work in progress (WIP) permission and posted files. • Worked on the grouped invoice sales reports for salespersons. Ran into a few problems with split deals. • An associate came over and we did some training on adilas. We worked on PO’s, invoices, vendors, quotes, and units. Good session.

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