all data is live and searchable
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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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Ideas for the corp/user history report: - I need to know who did what both real (history) and effectually (what shows up that day). - I would like an Inter Corp permission (view only any corp). - It could be by the day, week, month, etc. - I need a switch between history and effectual. - I would like the ability to limit by section (Dep, PO, Invoice, E/R, B.S., Parts, Units, Vendors, Customers, etc.). - I want the report to come back counts and dollars and drill-down to details. - I need to be able to limit by user and location. - Each user will get their own look-back reports but it will be limited by user. Report type: o Effectual (what shows up for roll call) o History (what was touched) Time Period: o Daily o Weekly o Monthly o Custom Date Range ______ to _______ Location: (drop-down fields) User: (drop-down fields) Limit by Section: (drop-down fields) This is where you could choose the deposit, invoice, e/r, B.S., parts, PO’s, etc. (Maybe make this a list of check boxes) ______________________ -Don’t count voids on the effectual -Maybe make the search form one page and the results on another page. 1 – Search, 2 – grouped results, 3 – details with pagination, 4 – actual details -List of categories Categories -- Histories Additional customers - Unit Adjustment PO’s - B.S. Units - Customer Floorplan - Deposit Unit Payments - Invoice Unit subs - Parts Balance sheet items - Paycheck Balance sheet photos - Payee Balance sheet subs - Login Banks - PO Customer Contacts* - Quotes Customers - Expense/receipts Customer photos* - Recipes Deposits - Statement Deposit photos - Time cards Invoices - Multi tie-in Invoice payments Invoice photos Part photos Paycheck stubs Vendor/payees Vendor/payee photos* PO payments PO photos PO’s Quotes E/R’s E/R payments E/R photos E/R splits & subs Recipes Reoccurring invoices Statements Stock photos Time cards Title account WIP action Multi tie-in Main Categories Deposits -dep Invoices -inv Purchase Orders(PO’s) -pos Expense/Receipts -ers Balance Sheet Items -bsi Stock/Units -sus Customers -cus Vendor/Payees -ven Employees -emp Parts -prt |