all data is live and searchable
[reset this page] .
[historical web outline - entries by month] .
[adilas community funded projects] .
[contact adilas.biz support - email form] .
[help]
|
Adilas.biz Developer's Notebook Report - 5/1/2008 to 5/31/2008 - (30)
|
||||||
|
Photos
|
Time Id | Color | Title/Caption | Start Date | Notes | |
|
AU 2474 |
|
Daily Tasks | 5/1/2008 |
• Small fixes and tweaks to a client’s contract calculator. • Working on the pay for PO’s page. |
|
|
AU 2475 |
|
Daily Tasks | 5/2/2008 |
• More fixes for the client’s contract pages. Posted new files and got sign-off. Invoiced. • Worked on logos and colors for 3 corps. • On the phone with Steve and setting up different appointments. • Posted colors and logos online for the different corps. • Working on the paying for PO’s builder page. |
|
|
AU 2476 |
|
Daily Tasks | 5/3/2008 |
• Working on the pay PO’s builder page. • Went out to a contact’s house and gave them a demo of the adilas system. 20 miles. • Talked to Steve on the phone and quoted this contact through the system. |
|
|
AU 2477 |
|
Daily Tasks | 5/5/2008 |
• Working on the logic for PO and expense/receipt tie in. • Worked on removal and void logic if tie exists. • Started working on aged PO’s and posted all files. • Ran an update page to check every expense/receipt line item for PO tie. • Updated help files. Finished working at 2:45am. |
|
|
AU 2499 |
|
Daily Ideas | 5/5/2008 |
(S mountain sketch – adilas logo sketch) - Inventory - Parts - Units - Contacts - Sales - 4 employees - Consignments -Field length on splits – in-n-out -On check request – pull over other photos -On sold reports – break out other taxes |
|
|
AU 2478 |
|
Daily Tasks | 5/6/2008 |
• Went in to town to show an associate about the new PO section. Watched her use their new scanner and do a check request with it. 10 miles. • Making phone calls and doing follow-up emails with clients. |
|
|
AU 2479 |
|
Daily Tasks | 5/7/2008 |
• Working on the payables homepage. • Updating help files and page permissions. • Increased the field size for expense/receipts from 255 chars to 65,000 chars. This will allow an unlimited number of subs to be paid if needed. • More work on PO’s (one page builder page). • Launched a few files and updated help files. |
|
|
AU 2480 |
|
Daily Tasks | 5/8/2008 |
• Created and launched the PO payment receipt page. • Started working on showing sub receipt details reimbursements and splits. |
|
|
AU 2500 |
|
Daily Ideas | 5/8/2008 |
-Check off pages that have been posted but not signed off on -Verified on PO’s – must be verified before payable -Make PO’s follow suite with splits & rei’s -On check-request page – need subs & groups – clear to destination -Holiday pay as new payroll field -Pull rei’s & split sub into – on a new page |
|
|
AU 2481 |
|
Daily Tasks | 5/9/2008 |
• On the phone with Steve. Talking about new PO’s section and other payables. • Added groups and sub groups to check requests and expense types. • Posted files. • Working on showing reimbursements and split sub receipts. |
|
|
AU 2482 |
|
Daily Tasks | 5/12/2008 |
• Posting a new logo online for a client. • Working on the show sub receipts page. |
|
|
AU 2483 |
|
Daily Tasks | 5/13/2008 |
• Went down to work with a client. Showed them how to stock things in and do invoices to sell the units. 200 miles. • Went to two different company store sites to see how things were going. • Working on the show sub receipts page. |
|
|
AU 2501 |
|
Daily Ideas | 5/13/2008 |
Ideas for Application: - Multiple browse button - Tie between stock & invoice - Allow for multiple people on an invoice - Simple quote process (1 pager) - Default Gap to 0.00 - Clean-up makes and models (Ford & any doubles) - Add due bill paperwork - Validation on employees and time zones - Maybe make a quicker add stock and sell it page (pyramid adds, edits, and sells all at once) - Smaller version of sold info (customer stuff and title stuff) - Customer web application - Privacy settings for reimbursements and splits - Add photos to rei’s and splits builder pages, who-needs, and payables homepage - Automate payroll dates compared with corp settings - Select the store on all pages if record count is 1 - Default blank fields to 0.00 where needed invoice line items, sales process, etc. - Stock payables - Check write system - Balance sheet items - Photo galleries (quite a few different ones) - Automate payroll clear to check write and/or auto withdraw - Usage log (history) - Google and search engines - Add “new” from search form – maybe last as well (po, e/r, cart, check req, stock, etc.) - Rentals & reoccurring invoices - Tie vendors to a default account - Be able to void pay stubs - Add holiday pay to pay stubs and maybe clock-in/out reasons - Report for total days worked - More detail on stock units - PO requests - Recording outside repairs – flagged or not - Print setup by users, custom reports - Put external invoice # on splits & PO’s - Currently tracking dollars ($) and cents on homepage |
|
|
AU 2484 |
|
Daily Tasks | 5/14/2008 |
• Testing and signing off on files. • Posted files online and tested pages. • Wrote an email to update managers. |
|
|
AU 2485 |
|
Daily Tasks | 5/15/2008 |
• Testing and signing off on files. • Posted files online and tested pages. • Wrote an email to update managers. |
|
|
AU 2486 |
|
Daily Tasks | 5/16/2008 |
• Went in to Steve’s house to brainstorm where we are with all our perspective clients. We decided the check write system is the next focus. 10 miles. • Getting prepped to start on the check write system. |
|
|
AU 2406 |
|
Brainstorming - Needs for Check Write Application | 5/17/2008 |
Info needed for check write application: Main Info: - Expense/receipt number - Receipt date - Due date - Notes - Approval/decline notes - External invoice number - Corp - Printer’s id umber (payee id of who is doing the action) - Printer’s name - Current date/time - Pmt – amount in dollars (number and decimals only), (dollar formatted), (word and/or letter equivalent) - Main expense amount in dollars (hopefully the same as payment amount) - (Ours) List of sub expense/receipts (rei’s, splits) - (Ours) List of sub PO’s - (Thiers) List of sub external invoice numbers (rei’s, splits) - (Theirs) List of sub PO invoice numbers - List of sub stock #’s Corp Info: - Corp name - Corp address 1 - Corp address 2 - City - State - Zip - Phone Vendor/Payee Info: - Vendor/payee id number - Business name - Full name (first & last) - Address 1 - Address 2 - City state - Zip - Phone - Account # Payment Info: - Bank id - Check type - Check number - Pmt amount – amount in dollars (number and decimals only), (dollar formatted), (word and/or letter equivalent) - Bank name - Bank routing - Bank account - Bank address 1 - Bank address 2 - City - State - Zip - Phone - Signature file name Steps & procedures for creating a check write system: E/R – Create, self-approve, write Check Req – Create, approved by other, write original owner Check Req – Create, Approved by other, write by other E/R – Expense/Receipt: 1. From expense/receipt homepage, create new link. 2. Select vendor/payee info, search, click create new link. 3. Main add form for new expense. Fill out data and submit. 4. Run validation on main info and payment info. 5. Require line item(s), once full match, show print button (if payment type is check). 6. Once clicked, print check button, will go to flash app that runs additional validation and logic. Sets up defaults and prompts for action. 7. Check is reviewed and print button is clicked. Check goes to printer and all history and items are cleaned-up stamped. Check Req – Check Request: 1. Create check request, add line item(s), wait for approval 2. Once approved and assigned to a bank, check validation and show print check button (if applicable) 3. Go to step 6 above Adilas Check Request sketch/layout (Please see scan in photo gallery) |
|
|
AU 2487 |
|
Daily Tasks | 5/17/2008 |
• Brainstorming ideas on the check write system. • Started working on the checks to banks settings. • Backed up the adilas database and started working on new validation for add/edit expense/receipts. |
|
|
AU 2488 |
|
Daily Tasks | 5/19/2008 | • Working on validation for the check write page. | |
|
AU 2502 |
|
Daily Ideas | 5/19/2008 |
Check List for Check Write System: - On adding new e/r – do a bank to permission check on entering a check number. What about old check #’s (maybe a new permission) - Only show print check button once everything matches o Permission o e/r’s o check req’s with permission o approved check req’s o range check req’s o blank check req’s o blank blanks o declined check req’s o voids o only certain users o only certain banks - Pass in everything via form data, check for data coming from a different template, validate bank, user, receipt, receipt pmt, print status, and receipt type status. Check for ssl access only, check corps, check for dup checks to banks, check for approvals and/or permission, check check #’s & TBA values, check for negatives - Flash interface needs to be super easy with preloaded defaults – point and click interface to make changes as needed - No right clicks allowed - Signatures & encrypted (secure) flash files. Run extra security including CGI check, corp check, bank check, mask check - Able to print test check with security – non-negotiable graphics - Show visual representation of what check will look like (print preview) real time. Add watermark stuff so that print screen cannot be used. - Once printed, stamp, record, tie-up ends, flag and don’t allow back button access - Upon success, show options for other approved check that match user and permission along with other options - First round, no logos, no font changes, single approval, single signature - Need link to check dimensions and approved check formats and styles - Need number to letters conversion process. Also – put *’s for extra spaces - Point and click info: expense # (lists), Invoice # (lists), PO’s (list), notes, line items, location, custom field, account #, payee info (address stuff - Don’t allow amounts to be altered without permissions. Stamp history with check details. - If possible, only allow a single copy. How do I record that? - Empower the people - Account validation on amounts – check bank total permission - Extra security on blank and blank, blank check. Tie it to the user. - How do we handle multiple payments possibly from different banks? What about stop payment and reissue the check with a new number? - Need a new field for approvals “who can print” default to receipt and/or request creator person - Need a new field for approvals “who will sign check” default to the approver if possible - What about single check approvals. The bank gets set to “No bank assigned”. How do we transition into whether or not printing is needed? From a vendor – assign a default chart of account only on the receipt line items page |
|
|
AU 2489 |
|
Daily Tasks | 5/20/2008 |
• Research on checks and making an online order for checks. • Working on placing the flash and java script object. • Working on the flash to ColdFusion link for the check write application. |
|
|
AU 2490 |
|
Daily Tasks | 5/21/2008 |
• On the phone with Steve going over the check write system. • Started working on the dollars to number conversion process. |
|
|
AU 2491 |
|
Daily Tasks | 5/22/2008 |
• Updating the makes and models. • Entered an old unit for an associate from the old Texas site. • Building a website. Posted pages online and sent email to others involved. Added dummy content and reposted files. |
|
|
AU 2492 |
|
Daily Tasks | 5/23/2008 | • Working on the number to string values conversion function. | |
|
AU 2493 |
|
Daily Tasks | 5/26/2008 | • Working on pulling check write variables into Flash. | |
|
AU 2494 |
|
Daily Tasks | 5/27/2008 |
• Working on the check write system. • Printing actual checks from the system. • On the phone with Steve and a client. |
|
|
AU 2495 |
|
Daily Tasks | 5/28/2008 |
• Working on the check write system and process. • Had a meeting with Steve at my house to go over check write stuff. • Worked on changes to the check write process. |
|
|
AU 2496 |
|
Daily Tasks | 5/29/2008 | • Working on process for final vars and reprints. | |
|
AU 2497 |
|
Daily Tasks | 5/30/2008 |
• Working on tying in the check requests to the check write system. • Posted files and had to do some debugging on server files. • Help files. • Went in to the office and helped an associated get set-up with the adilas.biz check write application. 10 miles. • Small fixes for an associate on the check write system. Fixed font size and refresh problem. |
|
|
AU 2498 |
|
Daily Tasks | 5/31/2008 | • Added new graphics for a client’s website and started working on a small backend application. | |