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Adilas.biz Developer's Notebook Report - 8/1/2009 to 8/31/2009 - (31)
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Time Id | Color | Title/Caption | Start Date | Notes | |
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AU 1448 |
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Daily Tasks | 8/3/2009 | • Went in to town and did some training for associates. Set up times to go in and work with them on sales tax and payroll functions. Did some training on the flex grid. 10 miles. | |
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AU 1449 |
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Daily Tasks | 8/4/2009 | • Rode my bike in to Steve’s house. Worked on stuff for a client. Brainstormed on patching the part number “other” hole. Added extended price and cost values to the advanced invoice line items report. Decided to add two new hardcoded parts (Fee & Collected). Working through files. | |
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AU 1450 |
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Daily Tasks | 8/5/2009 |
• Working on the conversion from part # “other” to Collected & Fee on the pre-set unit invoice line items. • Worked on the PO request search options. Add a new mini add form for PO line items. |
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AU 1470 |
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Daily Ideas | 8/5/2009 |
-Check the sales tax bottom numbers. -On build PO’s – make a new permission and note it on the recipe section. -New special line item called “Collected Fee or Tax” changed to just plain “Collected”. -Add extended cost and extended price to the advanced invoice line results page. Sum or total. -When doing corp wide settings for special line items, we also need to include a flag pay commission on. See the getPersonalPayrollData method in cfc/liabilities_3.cfc -Change all Collected Fee or Tax to “Collected” -Add a new part called “Fee” -Permission to void items – invoices, deposits, e/r’s, PO’s -Change adjustment PO to Update PO -Add the part description to the part number quick search -Sales tax: Loc, State, County, City, Oth1, Oth2, 3, 4, 5, Total |
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AU 1451 |
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Daily Tasks | 8/6/2009 |
• Went in to Steve’s house. Worked on cleaning out part # “other” for a client. 10 miles. -Small bug with manually changing the part number (edit invoice line items). Part number and vendor changes but part id does not. Ex: old part id = 37611 other, new part id = 52345 Unknown-Trailers • Need to check for miss matches on both PO and invoice line items. (Just on invoice side) |
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AU 1471 |
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Daily Ideas | 8/6/2009 |
-Add an order status to the PO’s. -Check the PO payment logic. Is it vendor specific, is it amount specific, is it tied to payables and balance sheet? It is amount specific. -ISA – Independent Sales Agent |
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AU 1452 |
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Daily Tasks | 8/7/2009 |
• On the phone with Newtek talking about the Tech exec program and signing up for a merchant account for adilas. • Research on USAePay solutions. • Working on the part id number fix. Found a bug yesterday and fixed it. • Ran an update page to fix any outstanding errors. • Steve came over and we talked about Mom & Pop shops and helping them to get their inventories up online for $50 to $100 a month. • Reviewing merchant account information contract. |
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AU 1453 |
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Daily Tasks | 8/8/2009 |
• Working on PO requests. • Added the mini add line items page for PO line items. • Worked on update PO’s. Changed adjustment PO’s to update PO’s. • Added option to search part description from the quick search. • Working on filtering update inventory count reports. • Worked on the receive PO page and bulk flip quantities page. • Worked on Java Script and worked on PO bulk action page. |
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AU 1454 |
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Daily Tasks | 8/10/2009 |
• On the phone with Steve going over plans and new changes. Talked about clients, e-commerce, parts, and PO requests. • Added logo and colors for a company. • Worked on the build and update permissions. • Filled out merchant account contract. • Worked on PO help files. • Posted new files and tested online. |
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AU 1455 |
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Daily Tasks | 8/11/2009 |
• Writing an update email about new features. • Changed the permission verbage and worked on help files. • Reading over the Newtek Tech exec contract and program. • Signing off on code and pages. |
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AU 1456 |
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Daily Tasks | 8/12/2009 |
• On the phone with Steve going over new PO stuff and plan for the future. • On the phone with an associate talking about a lead with a company in town. • Reviewing and signing the Newtek Tech exec contract. On the phone asking some questions. • Working on USAePay settings and reading new documentation. • Created adilas letterhead and wrote a memo to the ladies at a lead in Salida to introduce myself. • Went in to town. Took the memo and literature to the company. • Went by the accounting office and faxed the Tech exec contract. Talked with some associates. 10 miles. • Added a new validation for matching check numbers and amounts paid. Also ran an update report for an associate to clear up the sold stock units for Texas. |
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AU 1457 |
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Daily Tasks | 8/13/2009 |
• Went in to meet with Steve. Talked about current needs and where we want to go. We did some brainstorming and decided that we need to find some stable ground and get some money. We set up a spectrum and talked about where we are at: Wish/Dream ------ Real/Actual ------ Suppress/Deny • We then came up with the fact that I will need to stop working full-time for adilas and get some other web work. We then decided that the system “is what it is” and all other parts (or requests) need to be billed out at $100/hour and ran through me. We then quote, require ½ down, document and deliver. 10 miles. |
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AU 1472 |
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Daily Ideas | 8/13/2009 |
-Huge break through on where we need to go and how we can get clients and users to help pay for us to develop the adilas system. -On P&L – need to hide the zero cost of goods but still need to show at least one heading that says COGS as 0.00. |
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AU 1458 |
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Daily Tasks | 8/14/2009 |
• Added a new logo and color for a company. • On the phone with a client talking about new optimization and creating an import feature. • Went in and met with an associate. We talked about payroll flow and payroll issues. We went through a number of good ideas and I told her we may end up running payroll services remotely. 15 miles. • Went out to a client’s location to answer some questions they had. They had some good comments and ideas. Mentioned to them that it might be good to set up a meeting and discuss needs and wants. This would be billed under optimization. |
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AU 1473 |
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Daily Ideas | 8/14/2009 |
-On payroll: - Remove top forms (4 of them) - Default bank stuff - On “get reports” maybe think about pdf and automated pdf docs (archived for each user/payee) and allow them to do the look-ups. This helps going green and for audit trail. The “get reports” links are on the calc payroll page. -Need to be able to check on late invoices. Basically enter a number of days old and be able to find invoices that have not been paid yet. -On all customer pages add links to year-to-date statement or options to create new statements. -On all customer pages add links to all quotes. -On statements, we need a printer friendly version like the invoices. -On the follow-up logs, add validation for follow-up-time of 00:00:00. -Change all cf functions to output=”no” for web services. -Take out the underscores in all web service calls and paths. -Make sure all number values (with decimal points) are formatted correctly. This deals with SQL inserts and updates. -Create the other side of the flex grid (other links and relationships). -Allow flex grids to be show on the customer side. For example: parts and stock units. This could get complicated with what to show and/or hide. |
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AU 1459 |
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Daily Tasks | 8/17/2009 |
• Went in to accounting office to work with some associates. Showed some new features with invoice, quotes and customers. Worked on sales tax and going over future plans. 10 miles. • On the phone with Newtek going over options for using the USAePay application. • Responding to an email for a client about custom options to import data. Created a statement and emailed him a copy. • Worked on the main PO and invoice location updates. • Created an update page that looked for main and the line item locations that didn’t match. • Working on client changes and getting back up to speed on their requests. Reading emails from them. • On the phone with a contact consulting about website options. |
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AU 1460 |
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Daily Tasks | 8/18/2009 |
• On the phone with a client going over options and what is needed for the next go around. • Working on adilas components and functions. • Added the output=”no” values to all functions. • On the phone with Steve for an hour going over new plan to sell the system “as is” and do optimization to help us generate additional revenue. I already have a number of clients who need some help and are willing to pay. • Worked on the PO payment logic and the ability to back out a PO payment. Added the option to change the vendor/payee id number on expense/receipts. Posted files online. |
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AU 1474 |
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Daily Ideas | 8/18/2009 |
-Work through the logic on e/r line items and payments made for PO’s and stock/units. Currently, there is no way to back out on payment or zero out an amount. -Maybe allow for a corp-wide setting that lets a user tie to a PO without the system recording a PO payment. Default will be tie and make payment. -Allow for two main sections to be customizable - Customers – (customers, clients, patients, contracts, consumer, contacts, etc.) - Parts – (parts, labor, services, accessories, products, widgets, options, etc.) -Add a flash video to the main homepage that gives a quick rundown of what we do and who we are. Sell the system Features, Advantages, Benefits!!! -Add additional security to adilas pdf’s. Known hole for unauthorized use (switching corps w/o permissions). |
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AU 1461 |
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Daily Tasks | 8/19/2009 |
• Major server outage at CrystalTech. Fielding phone calls and monitoring server status and down time. • Called a few clients once we came back up. • Small fix for web application link for a company. • My SQL back-up and research on web services and XML. • For a client: added a new form type and coded new competencies. Added new Java Script to help with math on the page. |
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AU 1462 |
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Daily Tasks | 8/20/2009 |
• For a client: worked on new college leadership team competencies and output. Added options to convert eval to pdf format. Brainstormed on ideas for digital signature. Posted files online. • Playing with work and screen capture software. • Working on a security patch for adilas pdf documents. Added a second password hash. • Started making changes to the web/customer inventory pages and web services. |
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AU 1463 |
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Daily Tasks | 8/21/2009 |
• Brainstorming on new ideas for the adilas homepage and new subpages. We really need to showcase what we’ve go. • Worked on the adilaswebservices.biz site and added new functionality to the web/customer interface. • Added a session scope to help with corp look and feel for error messages, links and logos. |
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AU 1475 |
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Daily Ideas | 8/21/2009 |
-When searching for vendors, show link to payables for that vendor similar to customer and receivables. -Maybe allow for horizontal logos. 166 _w x 83 _h vertical logos would create a problem with spacing. -Cleanup all of the extra cf output tags on older files, this could take a while. -From Post-it notes: - Send the email from contact - What about customer support packages or setup packages - Include disclosures about setup and free tech support - Paid vs. free support Brainstorming on adilas: • extra notes added at random later times -On the adilas home page I would like the following pieces: no specific order - Log in - Sub links and nav - Small Flash animation with key points - System history reports with the following rows and columns: (Vision…) o Date switch (just for fun – in case people want to play around with different dates) o Look up date: _________, Submit – 7 Days, Prior, 30 Days, Prior o Application type: Look up date (Value – Count), 1 Day Prior (Value – Count) Drill downs: - Deposits - Invoices - PO’s - Expense/Receipts - Checks printed - Reimbursements - BSI (spelled out) - New stock/units - Sold stock/units - Quotes - Flex grid tie-ins - Time cards - General stats - Customers - Vendors - Parts/Services/Products/Accessories - Permissions -Maybe include photos -What’s new at adilas! -SIMPLE… make it easy… -Let people know what we’ve got… sell it… - Roll call accounting - Status accounting - Adilas university - Accopps - Adilas referrals Non date specific stats for adilas users: - About us and adilas history page - Simplified features list - Icons for desktop - Privacy policy -General System Info * (Up towards the top) similar to main application types and their drill-downs. -Submit a request/ticket -Contact us general price/quote -Flyers -Site may – add all text versions (not pdf links) and add link to adilaswebservices developer help -About us – FAQ’s with basic info -Other services and merchant processing -Once we drill-down from a main application type to a subpage… we need the following: - Screen shots - Tutorials - Overview - Sub topics - Theory/concepts - Audio (even if it only reads the page for you) - Cause and effect relations - Advanced tips and tricks - (Internal) side note (from inside adilas) – maybe have a link to the main subpage (explaining it) from the different home pages. - Navigation that allows them to jump to a new topic or section. Maybe a drop-down box with main application types or concepts. FEATURES - Too many to list - Inventory - Accounting - Operations - Reports - Financials - Digital filing - Joined system ADVANTAGES - Tons - Real time - Under one roof - Low cost - No contracts - Open 24/7 - Any computer - Any time - Easy access - Customizable BENEFITS - Peace of mind - Save money - Make more sales - Time management - Real time - Know down to the penny where you are at - Provide your accountant with good numbers -Add free calculators for payments and financing and profit and discount. -Finish up galleries – Deposit, Customer, Vendor/Payee, Employee -Focus on positive action words -Payroll: - Look how easy - Hourly - Commission - Mixed, etc. - Reports -Sales tax: - Reports, multi locations, special taxes -Web presence: - Automatic, instantaneous, dynamic, on the fly, photos -Photo galleries: - Point and click - Scans, photos, documents, paperwork, etc. - Paperless – going green - Easy filing – enter, scan, upload, number, done! -Searchable: - Alost anything right at your fingertips on every screen - Quick search -Simple to complex: - Whole system tries to follow this strategy - Reports – General, drill-down, details -Operations, operations, operations: - Easy, intuitive, real-time, resources, permission-able -Logical next step: - Start here, get comfortable, when you’re ready, we’ll take you to the next step. - Trying to make it dummy proof -Flexible and dynamic: - Tie anything together - Spider web – tons of ways around the horn - 3-D relations - Flex grid - Natural tie-in • Catch the vision…. - Add some hype - Add some vision - Get people to buy into the vision not necessarily the application. -Start to finish number: - Enter or create, monitor the status or states of being, ice it down when done, move on • One of my main goals is to have our site and files super search engine friendly. What do people search for, for accounting and operations software, packages, hosted solutions, tool sets, etc. -Inventory tracking: - Bring it in, move it around, sell it, archive it, next - Instantly update your online web site by doing normal daily work flow. Real time, change a price, it changes, add a photo, it’s there, sell it, it shows it. • How do you describe what we do… - See list of domain names - We catch the data at the point of action and then allow look-ups and searches on the records in a time based environment. - We see a need and amp the course to the goal. -Help and tech support: - Help files - Video tutorials - Power users - Email and phone support • Old vs. new methodology – “Bridge the gap” - T-accounts, general ledger, debits, credits, posting, chart of accounts - Roll call technology, linear, life cycle, status - “Bridge the gap” -eCommerce and shopping cart: - Get it, show it, sell it, do it again - Merchant accounts - Integrated into inventory counts and quantities - Electronic payment processing • adilas tool set: - Pick and choose - Customize -Web services: - Custom look and feel - Adilas functions and data streamed over the internet to provide custom features for employees and customers - We do the work, you reap the benefits • We trap and catch all the details – once you have all the data, it is just a matter of showing it back in a report that is readable. -Financials: - P&L - Sales reports - Expense tracking - Aged Receivables - Aged Payables - Inventory Tracking - Balance Sheet - Banks • Cut-out the bottle necks and need for multiple (double or more) entry. - Share the work load - Permission based - Role based • Started out as a custom write-up system. Moved to the commercial level. Many companies have similar needs. Code once, use many. -Bank friendly: - Verify - Reconcile - Outstanding checks and deposits - Daily bank balances - Online check printing - Positive pay (coming soon) - Deposit and check register • Future development and optimization – explain the piggy back system and modular architecture. -Easy as surfing the web: - All the web basics apply - Back button - Super back button - Forms - Reports - Links - Multi windows - Copy and paste • Save, store, print – converts to pdf options, every page is printable. • New words specific to adilas: - Roll call accounting - accopps - Operation based accounting - Flex grid - Expense/receipt - Transition invoice -Manufacturing: - Internal invoicing - Outside repairs - Recipe/builds - Security & privacy -Reoccurring Invoices: - Create a master - Set up the reoccurring frequency - Point and click - Bulk invoicing - Customizable - Custom verbage - Corp-wide setting - List of options and possibilities – see the corp-wide settings page for options. Maybe even include a dummy link and form to show options -Receivables: - Aging - Statements - Apply payments - Settings and terms - Light-weight Client - Low overhead - Minimal system and IT requirements - Browser-based, web-based - Hook to your own printer - Cut you IT costs - No hardware to buy - No upfront software fee or contract -Payables: - Aging - Reimbursements - Splits – payments on account - PO’s - Stock/units - Payroll - Taxes and other collected items • Web hosted solution – web based • Modular application – each page is tied to a permission and completely independent – small and modular. -Customers: - History - Log files - Multi contacts - Receivables - Quotes - Statements - Invoices - CRM functions - JIT – Just in time – approach • Event driven updates • Simplified Approach: difference between acronym for special functionality CRM, CMS, ERP, Cloud Computing - Roll call accopps. Debit, credit, general ledger, chart of accounts, adjustments - linear accounting. PO’s all in one. -Check Request: - Submit, review, approve, print - Review every expense before it leaves out the door - Ability to approve checks while away from the office - Keep up to date tabs on bank balances • Centralized database solution, cloud computing, cloud accounting. |
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AU 1464 |
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Daily Tasks | 8/24/2009 |
• On the phone with Steve going over options and needs for the adilas system. We spend a lot of time talking about hidden corp-wide settings and generating additional monies from our clients. We have about 4 customers that need optimization right now. • On the phone with an associate helping with an old employee record. • Working on the customer/web page. Added option to view in medium display mode. This deals with thumbnail display. |
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AU 1465 |
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Daily Tasks | 8/25/2009 |
• On the phone with a client going over the digital signature and employee sign off. Questions and ideas. • Working on the customer/web interface and pages. • On the phone about training for the Newtek Tech exec program and referrals for Newtek. • Ran a report to update all use_mark_up values on all inventory tables. • On the phone with a client going over requests for optimization. • Went in to town and stopped by a lead and set up an appointment for Friday morning at 9:30am. • Went by accounting office and sales office. Worked on credit card readers and viewing data from magnetic swipe reader. • Went out to another lead and talked about meeting Friday with the other folks. 10 miles. • Research on magnetic strips and USB card readers • Working on a credit card reader script to help with swiping a credit card. Posted test file for future tests. The reader page uses Java Script to parse through the magnetic strip data fields. • Working on the web/customer page for large photos. • Added next in navigation (pagination) to photos page. • Posted files online. |
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AU 1466 |
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Daily Tasks | 8/26/2009 |
• On the phone with a client going over the digital signature and employee sign off. Questions and ideas. • Working on the customer/web interface and pages. • On the phone about training for the Newtek Tech exec program and referrals for Newtek. • Ran a report to update all use_mark_up values on all inventory tables. • On the phone with a client going over requests for optimization. • Went in to town and stopped by a lead and set up an appointment for Friday morning at 9:30am. • Went by accounting office and sales office. Worked on credit card readers and viewing data from magnetic swipe reader. • Went out to another lead and talked about meeting Friday with the other folks. 10 miles. • Research on magnetic strips and USB card readers • Working on a credit card reader script to help with swiping a credit card. Posted test file for future tests. The reader page uses Java• Prep for a meeting with a client. • Went in and met with our client’s at their location. We went over a number of requests and ideas. I took a bunch of notes and will be making them a quote as far as time and options. Also did some training on units and flex grids. 15 miles. • Went in to work on swiping credit cards and using the new adilas test swipe page. • Research on populating pdf’s. • Quoted a client for $1,000 for pdf forms. • Quoted another client $3,000 for changes to invoices, customer, receivables, and statements. • On the phone with Steve going over new changes and pricing options. Finished up the rounding on marked-up units. Idea came from one of our clients. Posted files online. Script to parse through the magnetic strip data fields. • Working on the web/customer page for large photos. • Added next in navigation (pagination) to photos page. • Posted files online. |
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AU 1476 |
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Daily Ideas | 8/26/2009 |
-It might be nice to add a section where the different corps can search their billing and payments (invoices and quotes from adilas to them). -Inventory type – specific units (vehicle), sub types – large, medium, small, seasons (truck), Make – Storage units, building # (Ford), Model – XX x YY(large), WW x PP (med), BB x CC (small), (F-150) Flex grid tie-in for units: - Customer id - Contract start date - Contract end date - First name - Last name - Business name Sort stock units by: - Stock numeric - First-stock alpha (5) - Different locations: For occupies & available -Receivables/late invoices – search by age -Statement links and printer friendly statements -Pre-payments as a system maintained balance sheet item -Show available units on web site. -Reoccurring quarterly (new time period) -Deposit photo gallery -Reoccurring for bills and vendors -Checkbook register -Receivables – report age search (type in days) -Add last payment and age on receivables -Add customer links to receivable page. Name=edit link, log=log -Show a printed flag on invoices -Change the last date on reoccurring invoice -On customers, add a flag to show if they are set up on reoccurring or not. Billing status. -See customers from an advanced search – general overview where are they at when were they invoiced, when was the last payment, what is still owed, etc. -Look at options to move towards email billing - Possible pdf and attach on the fly - Possible send links with invoice number, date, amt, and age -Need a flag from reoccurring invoices back to customer reports and vice versa. Maybe also the frequency. -Search options for customer and vendor: - biz name, - last name, - first name, - corp-wide setting -Customer photo gallery -Defaults on statements - Payment terms - Printable statement notes - Make these dynamic and call pre-sets or standard verbage -See loose paper for additional notes |
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AU 1467 |
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Daily Tasks | 8/27/2009 |
• Called and did some research on processing claims for medical insurance stuff. • Worked on the updates for the web developer website and pages. • Added a number of new links to help the developers see the potential of what is available. • Worked on a company’s website. Got pages in line with new adilas changes. Posted files online. Changes were: hide sold prices, round marked-up units, show big photo pagination on image gallery pages. • On the phone with CrystalTech asking about server stability. • Worked on the web services helper page. • Added the page to the Learn to Freeride.com site. • The helper page makes the web service call and then shows a quick dump of the results. • Added helper file links to pdf documentation and posted files. • Tested online. • Wrote an email about new changes to web services and new test pages. |
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AU 1477 |
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Daily Ideas | 8/27/2009 |
Idea for Flash clips: - Where does is start o The door opens o The phone rings o The fax prints o The email comes in o The letter arrives - What happens next – tell the story (Event drive updates) -Maybe the adilas homepage would be a great spot to help share the theory of why we do what we do. -Practice, patients, facilities, electronic remittance (ERA), payers, claims, denials, HIPPA – compliant |
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AU 1468 |
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Daily Tasks | 8/28/2009 |
• Prep for the meeting with potential clients. Read literature from the emdeon payment processing group. • Went it to town and met with some folks. Talked about pros, cons, logic, theory and optimization to get adilas able to hand the health care needs. We already have a number of the pieces and would need the following: scheduling, healthcare records, bill processing through Medicaid and Medicare, CCHIT certification and a couple of other things. Very doable and a great meeting. • Working on evals and adding digital signatures to the process for a client. Added a number of new database fields. |
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AU 1478 |
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Daily Ideas | 8/28/2009 |
Idea on rentals and scheduling: - Think multi-level – are you booking a thing, place, person, capacity … what is the resource you have to offer? - The word salesperson may need to be dynamic as well. Could be doctor, nurse, coach, rep, instructor, consultant, guide, etc. |
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AU 1469 |
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Daily Tasks | 8/31/2009 | • Working on client’s digital signatures. | |