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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: (#8) - Default expense/types on a corp basis for paying off rei’s, splits. See showing preselected expense types for rei’s and splits a couple pages back. - Need up to 5 pre-tax and post-tax deductions for payroll. Currently system will only support 3. Have a need for 4 for a client (4/22/09). - Sponsors, demo videos and ads. Have certain companies pay to be the video demo for a specific section. Just an idea. - Add adilas as an expense type (default). - Add adilas as a vendor (default). - Add logic to remove the add unit line item (cart) for non-unit corps. - Pre-check the recalc taxes and withholdings. - Ability to post invoices as expenses for any corp. Maybe this could be a global permission with sign off on either side. Make 4 really simple, view only, limited qty, possible with default expense type. Even if we decide not to go global (cross-corp permission) I will need something like this at some time. - On outside repairs to stock. These must be B.S. items. - On balance sheet home, show the amount off or difference. - On invoice costs – always tie back to basis and sale price on units. - Add a 3-way switch to invoice profit report and tie this to the P&L permission. (Decided not to do this) (Show or hide extra switch) - Corp-wide phantom setting o Computer fees, photo gallery, slush funds, mark-up values for units and parts, etc. - Custom report builder - Data extraction tool (archive and back-up) - What about clean-up tools? We have tons of building tools but what about the clean –up and /or consolidation tools? - Customer/contact log - Photo galleries for deposits, customers, and vendor/payees (includes employees) on vendors & customers maybe need an admin switch of some sort. - Help with verifying e/r main and e/r payments if 1 to 1 ratio. Small disconnect between one being verified and not the other. |