Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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More things that need to be done: (#4) - Weekly margin analysis – daily as well. Summary of sales. See some sample reports (4 & 5). - YTD cut-off date. This deals with not letting users go back in the past once financials have been posted (maybe tie to data validator). - Default expense type for a vendor. - Change verbiage on B.S. items. Take off the recommendation for assets, liabilities and equity. Change it to just how the math is calculated. - Add the sum of the line items to the edit main pages. (This is for invoices, deposits, PO’s and expense/receipts.) Thing that need to be done: (#1) - Update WIP help files to include info about dates and magic window stuff. - Add a color filter on inventory and sold reports. - Run through simple scenarios with normal expenses, check requests, splits, reimbursements, stock payables, PO payables. (Steve & I session – don’t forget taxes and doc fees.) - Create video tutorials for theory and practical applications. - Show cause and effect relationships between actions and reactions. Maybe include verbiage on success messages. (images, be visual) - Duplicate quotes “save as…” versions - Add Java Script to build prep page. This helps calculate items in mass quantity. Sum up costs and prices. (1/1=1, 5/5=1, 100/100=1) - Cost of parts in p/o’s “PO Reqs”. Problem with people forcing things through the system. Maybe need two ways to get parts in – quick search and pull last cost or got the physical PO and want to enter it. (make both ways easy) |