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Main Time Information
Color Code: Blue
Created By: Brandon Moore
Created Date/Time: 6/3/2011 12:32 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
Finished/Done: No - (open)
Finished/Done By: ...
Budgeted/Estimated Value: 0.00  
Actual/Real Value: 0.00  
 
Time Id: 33
Template/Type: Coding Ideas & Things To Do
Title/Caption: Maintenance & Reports - Import and export tools - data in/out
Start Date: 6/3/2011
Target/Due Date: N/A
Main Status: Active

Sorry, no photos available for this element of time.


Notes:
We need to get people access to their data... This actually helps us lower our liability in the case of disaster... If they have access to it and didn't ever use it, it falls on them not us. Giving people access to their data give them piece of mind as well... Let them get it how and when they want it (web, pdf, excel). Good stuff!

Exports that need to be done:
Invoices - done
Customers - done
Flex Grid - done
PO's - done
Parts - done
Expense/Receipts - done
Deposits
Bank Registers or Bank Reconciliation
Employees/Users
Quotes
Vendors
Recipe/Builds
Elements of Time
Stock/Units
P&L
Balance Sheet
Payroll Numbers

On data imports... we are going to keep that on a custom level for right now. If we did provide a tool, we would need to allow for mapping or force everything to a standard data structure. The current vote is to keep the import of data on a custom (tech support) level.