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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Things that need to be done: (#5) - Need a global expense type and a global deposit type. These will have the ability to show up on the opposite side of where they normally do. Either side of the fence: revenue, cogs or expenses. Only on the I.S. side. - On customers: o Default tax category o Discount rate per customer o Customer type (maybe a dynamic list of types) o See .xls file from client o Credit limit – tie to invoices being made and current receivables that are owed o Credit hold o Cash only status o PO’s only status. o Maybe multi-types (see above) o 2nd customer info, purchasing contact, ordering, billing and payables and receivables o Show on invoice checkout page: notes that are searchable for customers and vendors - Known holes in the balance sheet: o Sales taxes – tax may need status, do I have the money, maybe a sales tax homepage. o Doc fees, licenses and extras – (part other) make other show up part # o Accrued payroll - Need a multi on vendors. This is especially true on pay to the order fields and values. - When drilling down on user maintained B.S. items. We need a date switch. Problem occurred when looking back in time and subs were already added beyond that look-back date. - Daily close-out reports. This is the end of the day reports. This includes invoice payments made, deposited, charge tickets and check on cash tickets. - Need to check into customer verbiage for layaways, work in progress, work orders, transitions, etc. (may need dynamic naming and options) - What about prepaid gift card and security deposits. - Tie-in between B.S. items and main items (dep’s, PO’s, inv’s, e/r’s). This needs to go both ways. We also need from B.S. item to B.S. item. - Charts – see with your eyes… add some visual candy! - Powered by adilas.biz… put it all over the place! - Follow-up with some contacts. Things that need to be done: (#6) - Check the void logic on WIP invoices. Don’t want to leave the invoice type as WIP. WIP may become QTI. (leave alone) - On invoice sales and profit report. Check problems with trades. Problem may be on lien payoff info. (eventually make as a payable) - Check the advanced invoice line items report page. Too busy. - On PO requests, maybe do some sort of reverse shopping cart to order the qty. - Include bad debt in the revenue adjustment section of the income statement. Remember pre-payments on invoices as well (liability). - Add pagination on history pages. May also want to reverse the show order. - Finish up the recipe/build section. Activate the build and hold section. (remember permissions) - Update files (signing off) and help files. - Create the invoice/PO additional tie-in application and search pages. (Ended up being the flex grid.) - Finalize the WIP invoice stuff. Check payroll, receive invoices, taxes???, P&L (check look-backs), balance sheet (check look-backs), sales and profit report. - Need the reoccurring internal invoices. - Need the print multi invoice interface. - Check verified deposit logic and how it effects things on the invoice side. Maybe show what else should happen. - Known problem with locations and payables (receipts) drill-downs. - Work on a dynamic naming on a corp level. Include the word corp vs. entity, COGS settings and tie-in values. - Parts, invoices and shopping cart web services. - Set up our clients on terms, EFT’s, or credit card monthly payment. - Standardize code for changing invoice status from receivable to normal invoice (non-receivable). - Be able to save PO’s as a PDF. - Pre-check the recalc taxes checkbox. Things that need to be done: (#7) - What about credits? Create the credit homepage and help guide users through the options. - Documentation on web services. - Denied check requests on payables homepage. - Be able to receive payments on internal invoices. (Permissions and maybe lock it down so they can’t touch it.) - Do an email update to keep people up on new changes. - Add part # drill-down’s on PO and invoice line item pages. - Known problem with the build prep form and it not showing the description correctly. Problem with “I”an”II” quotes. - Tax homepage – treat it just like rei’s and splits. Need to be tied to each invoice, needs to be flexible. May also include titles, licenses, etc. - User history – what did so and so do yesterday. Both history and effectual (on history, add actual main date and $’s). - Add invoice # to e/r line items. - Super linkage from item to item – B.S., dep, inv, PO, e/r’s. (Include a report to show application tie-ins and relationships.) - Check line locking and removal options. (Basic vs. admin permissions) - On customers and vendors searches limit the search to 4 characters. - Add GAP cost to step 5 of unit sales process. - Who is my brother/sister (links and relationships) between all major parties on the site invoices, PO’s, deposits, expense/receipts, B.S. items, vendors, employees, customers, etc. - Fix the disconnect between invoices and stock/units. - Known issues report. - WIP and transition invoices that are nowhere to be found. Overlapping dates. - Corp settings: o How do you calculate COGS on units? o Special line items (on/off), (i.s./b.s.), etc. o Custom verbiage o Cash vs. accrual method o Transition invoices (names and options) o Upload own logo for a corp - Consistent numbers between P&L (including COGS and special line item setting) and profit per line reports. Also new daily/weekly sales reports. - Be able to search e/r’s for master e/r’s that paid for rei’s, splits, PO’s, units, etc. Be able to search the sub tie-ins to get to the masters faster. |