all data is live and searchable
|
Basic Assignments
|
Options & Settings
|
Main Time Information
|
||||||||||||||||||||||||||||||||||
|
|
|
Blue
|
|
|
Sorry, no photos available for this element of time.
|
|
|
|
Notes:
|
|
Note added on 7/19/12 by Brandon - Sales Tax - we need to start on the location homepage. We need to assign real vendors, real expense/types, and real user-maintained balance sheet items. The key is the locations... that is tied to the tax settings, that is how it is recorded and collected (on invoices), that is how it will be paid out, etc. A good resource is Jeff McCorvey who has 30 locations with 8 different states and tons of smaller entities that need to be paid and tracked. Small idea on the sales tax re-work... What if we added two more levels. The top level would be a quick - to the point - group for the date range. The next level down would be a breakdown by day, the last level would be the detail level. If a fourth level was needed, it could be level 3 as a invoice group and then level 4 as all of the details for that invoice (advanced invoice line item search). Just some ideas. The other thing that I want to do is take out the invoice total (with taxes). I just want to show the amounts that need taxes and the taxes. Don't worry about the amounts plus taxes (full invoice totals). New note added on 9/10/12 by Brandon - We just spent a whole week doing a rework on the sales tax page. We still need to automate flow between invoices and balance sheet item and balance sheet items and expenses but we did do a bunch of prep work and created the 4-level deep reporting system described above. Those files are up and online as of 9/8/12. |