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Basic Assignments
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Options & Settings
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Main Time Information
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Pink
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Sorry, no photos available for this element of time.
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Notes:
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This is an invoice due date project. It is a prep step to get a corp-wide header that could go from server to server to help prompt for overdue payments. Basically, a way to speed up the adilas receivables or A/R accounts. Once the invoice due date feature is in place, we can then figure out the aging of how old an invoice is, regardless of payment history. Once again, this is a prep step for a bigger project, but much needed. Russell and Brandon started the project back in December of 2017. Due to craziness, it got almost finished and then mothballed. We (both Brandon and Russell) picked it back up on 2/23/21. Project turned over to Bryan on 5/17/22. See media/content for a 26-minute video overview of the project. |
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Additional Comments/Notes - Subs (1)
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| Title/Caption | Date | Time | Done By | Comment/Note |
| Bryan and Shari O meeting | 5/30/2022 | 5:39 pm | Bryan Dayton |
Met with Shari O regarding moving forward to add auto email to the Invoice Due Date function: 1. Bug on invoice due date: the due date is showing current date. Is this a normal bug or happening at server update? (1:59). 2. Can we make due date default "Credit Terms" on the Customer (add_edit) page. If Credit Terms is different than due date it will trump. 3. Email template "due date" reads from due date or credit terms. 4. Different (edited template if paid). Reads from due date or credit terms. 5. Auto send out reminders if 5 days from overdue. Adilas is due upon receipt, late fee at 30 days and shut down at 45 days overdue. |