Basic Assignments
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Options & Settings
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Main Time Information
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Sorry, no photos available for this element of time.
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Uploaded Media/Content & Other Files
(3)
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Media Name | File Type | Date | Description | |
transitional_invoices_balance_sheet.mp4 | Video | 2/4/2020 | This was a small walk through video of the transitional invoice stuff and how it gets booked. 22 minutes. | |
current_qti_invoice_process_balance_sheet.txt | Doc/Text | 2/4/2020 | Brainstorming document on QTI invoices and how the balance sheet works. Notes from Brandon. | |
transition_invoice_help.gif | Image/GIF | 9/24/2019 | This is an image that helps explain the transitional date range and how that works on normal invoices and transitonal invoices. This is just for reference. |
Notes:
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2/26/21: This has been resolved with the updates to the transitional invoice. 2/3/20:Brandon and Steve need to take a look at this and schedule time together. They booked time on Tuesday 2/4/20 work on this. 1/23/20: Client is having trouble balancing due to end date on transitional invoices. Steve asked Cory to push to priority 0 and speak with Brandon at next meeting (2/3/20)
Eric came in on 9/24/19 and had some questions about the transitional invoices. We went over the existing code, database tables, and process. There are some things here that could be sped up and automated. He also has a need to be able to use those transitional invoices from ecommerce (orders with no money collected). We also need to be able to flip the transition period for a single day. Currently, the transition period for a Q.T.I (between a quote, a transition invoice, and a real invoice) value has to be a single day. We may want to speed that up and allow for things to be in a transitional period for just a single day or even add a time element to the mix. For example: The transitional invoice was created at 3:05 pm and then the person came and picked it up at 4:15 pm on the same day. Those time options might be nice. |
Additional Comments/Notes - Subs (1)
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Title/Caption | Date | Time | Done By | Comment/Note |
Notes | 8/9/2019 | 3:28 pm | Cory Warden |
See an email dated 3/1/19 from Steve and Scott Jolley - titled Transition Invoices & Balance Sheet Reconciliation |