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Color Code: White
Client: Retail - New Age Medical
Assigned To: Unassigned
Created By: Stephen Berkenkotter
Created Date/Time: 10/4/2014 9:30 am
 
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  
Invoice/Quote Status: Blank (n/a)
General Amount: $0.00
 
Time Id: 884
Template/Type: Custom Coding Projects
Title/Caption: Custom Code - New Age - Expanded P&L
Start Date/Time: 10/4/2014 9:30 am
End Date/Time: Unknown... (open or blank)
Total Time: Unknown... (open or blank)
Target/Due Date: 10/31/2014
Main Status: Active

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Notes:
Hi Steve,
Hope you are well. I left you a vm on Thursday regarding New Age & the reporting they are wanting. I was wondering if its possible to get a report for the P/L that can include all details of every account. It would be a very lengthy report but Dallas said they are willing to pay for it.

Also, I've been sick so I haven't called the attorney but I will call her on Monday.
Thanks & have a good weekend!
Kath

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Contacted Dallas at New Age. They would like for all of the sub details to be entered into the reports. Quoted him at $500. Got approval the same day. Set the due date to 10/31/14. May have to ask for an extension as we don't have the in-line discount section done yet. Note added by Brandon on 10/29/14.

Contact info for Dallas at New Age Medical. Phone: 303-233-1322 and newagemedicaldallas@gmail.com

Additional Comments/Notes - Subs (2)
Title/Caption Date Time Done By Comment/Note
Email Back from Dallas - Approval 10/16/2014 12:00 pm Brandon Moore Hi Brandon,

Thank you for the same day reply. Please let this letter serve as my approval for the $500.00 Optimization of the P&L (income statement) report.

If you need anything else from me during the process please feel free to let me know.
Thanks,
Dallas
Email from Brandon to Dallas 10/16/2014 12:00 pm Brandon Moore Dallas,
Hello and good evening! Please see attached for a quote for extending the current P&L. I have also included some verbage about doing a custom cross-corp P&L between your two corporations. If you have any questions, please let me know. I will be out of the office all day Friday on a client meeting. I will be back in the office on Saturday if you need to talk on the phone. I will also be in all week next week as well. Thanks for choosing adilas and enjoy your evening!