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Color Code: Blue
Created By: Shannon Scoffield
Created Date/Time: 8/15/2013 12:44 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 1391
Template/Type: Daily Ideas
Title/Caption: Daily Ideas
Start Date: 5/23/2009
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 


Notes:
-Add a filter on bank helper report
-Add all quotes for customer as a link
-On very bank report check e/r sort options - pmt date
-On very bank report add the main e/r data as well
-Do the one to one verify pmt to verify main e/r
-Do a mini version of the history report, include the basic 5 – b.s., dep, PO, e/r, & invoice