all data is live and searchable
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Options & Settings
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-When searching for vendors, show link to payables for that vendor similar to customer and receivables. -Maybe allow for horizontal logos. 166 _w x 83 _h vertical logos would create a problem with spacing. -Cleanup all of the extra cf output tags on older files, this could take a while. -From Post-it notes: - Send the email from contact - What about customer support packages or setup packages - Include disclosures about setup and free tech support - Paid vs. free support Brainstorming on adilas: • extra notes added at random later times -On the adilas home page I would like the following pieces: no specific order - Log in - Sub links and nav - Small Flash animation with key points - System history reports with the following rows and columns: (Vision…) o Date switch (just for fun – in case people want to play around with different dates) o Look up date: _________, Submit – 7 Days, Prior, 30 Days, Prior o Application type: Look up date (Value – Count), 1 Day Prior (Value – Count) Drill downs: - Deposits - Invoices - PO’s - Expense/Receipts - Checks printed - Reimbursements - BSI (spelled out) - New stock/units - Sold stock/units - Quotes - Flex grid tie-ins - Time cards - General stats - Customers - Vendors - Parts/Services/Products/Accessories - Permissions -Maybe include photos -What’s new at adilas! -SIMPLE… make it easy… -Let people know what we’ve got… sell it… - Roll call accounting - Status accounting - Adilas university - Accopps - Adilas referrals Non date specific stats for adilas users: - About us and adilas history page - Simplified features list - Icons for desktop - Privacy policy -General System Info * (Up towards the top) similar to main application types and their drill-downs. -Submit a request/ticket -Contact us general price/quote -Flyers -Site may – add all text versions (not pdf links) and add link to adilaswebservices developer help -About us – FAQ’s with basic info -Other services and merchant processing -Once we drill-down from a main application type to a subpage… we need the following: - Screen shots - Tutorials - Overview - Sub topics - Theory/concepts - Audio (even if it only reads the page for you) - Cause and effect relations - Advanced tips and tricks - (Internal) side note (from inside adilas) – maybe have a link to the main subpage (explaining it) from the different home pages. - Navigation that allows them to jump to a new topic or section. Maybe a drop-down box with main application types or concepts. FEATURES - Too many to list - Inventory - Accounting - Operations - Reports - Financials - Digital filing - Joined system ADVANTAGES - Tons - Real time - Under one roof - Low cost - No contracts - Open 24/7 - Any computer - Any time - Easy access - Customizable BENEFITS - Peace of mind - Save money - Make more sales - Time management - Real time - Know down to the penny where you are at - Provide your accountant with good numbers -Add free calculators for payments and financing and profit and discount. -Finish up galleries – Deposit, Customer, Vendor/Payee, Employee -Focus on positive action words -Payroll: - Look how easy - Hourly - Commission - Mixed, etc. - Reports -Sales tax: - Reports, multi locations, special taxes -Web presence: - Automatic, instantaneous, dynamic, on the fly, photos -Photo galleries: - Point and click - Scans, photos, documents, paperwork, etc. - Paperless – going green - Easy filing – enter, scan, upload, number, done! -Searchable: - Alost anything right at your fingertips on every screen - Quick search -Simple to complex: - Whole system tries to follow this strategy - Reports – General, drill-down, details -Operations, operations, operations: - Easy, intuitive, real-time, resources, permission-able -Logical next step: - Start here, get comfortable, when you’re ready, we’ll take you to the next step. - Trying to make it dummy proof -Flexible and dynamic: - Tie anything together - Spider web – tons of ways around the horn - 3-D relations - Flex grid - Natural tie-in • Catch the vision…. - Add some hype - Add some vision - Get people to buy into the vision not necessarily the application. -Start to finish number: - Enter or create, monitor the status or states of being, ice it down when done, move on • One of my main goals is to have our site and files super search engine friendly. What do people search for, for accounting and operations software, packages, hosted solutions, tool sets, etc. -Inventory tracking: - Bring it in, move it around, sell it, archive it, next - Instantly update your online web site by doing normal daily work flow. Real time, change a price, it changes, add a photo, it’s there, sell it, it shows it. • How do you describe what we do… - See list of domain names - We catch the data at the point of action and then allow look-ups and searches on the records in a time based environment. - We see a need and amp the course to the goal. -Help and tech support: - Help files - Video tutorials - Power users - Email and phone support • Old vs. new methodology – “Bridge the gap” - T-accounts, general ledger, debits, credits, posting, chart of accounts - Roll call technology, linear, life cycle, status - “Bridge the gap” -eCommerce and shopping cart: - Get it, show it, sell it, do it again - Merchant accounts - Integrated into inventory counts and quantities - Electronic payment processing • adilas tool set: - Pick and choose - Customize -Web services: - Custom look and feel - Adilas functions and data streamed over the internet to provide custom features for employees and customers - We do the work, you reap the benefits • We trap and catch all the details – once you have all the data, it is just a matter of showing it back in a report that is readable. -Financials: - P&L - Sales reports - Expense tracking - Aged Receivables - Aged Payables - Inventory Tracking - Balance Sheet - Banks • Cut-out the bottle necks and need for multiple (double or more) entry. - Share the work load - Permission based - Role based • Started out as a custom write-up system. Moved to the commercial level. Many companies have similar needs. Code once, use many. -Bank friendly: - Verify - Reconcile - Outstanding checks and deposits - Daily bank balances - Online check printing - Positive pay (coming soon) - Deposit and check register • Future development and optimization – explain the piggy back system and modular architecture. -Easy as surfing the web: - All the web basics apply - Back button - Super back button - Forms - Reports - Links - Multi windows - Copy and paste • Save, store, print – converts to pdf options, every page is printable. • New words specific to adilas: - Roll call accounting - accopps - Operation based accounting - Flex grid - Expense/receipt - Transition invoice -Manufacturing: - Internal invoicing - Outside repairs - Recipe/builds - Security & privacy -Reoccurring Invoices: - Create a master - Set up the reoccurring frequency - Point and click - Bulk invoicing - Customizable - Custom verbage - Corp-wide setting - List of options and possibilities – see the corp-wide settings page for options. Maybe even include a dummy link and form to show options -Receivables: - Aging - Statements - Apply payments - Settings and terms - Light-weight Client - Low overhead - Minimal system and IT requirements - Browser-based, web-based - Hook to your own printer - Cut you IT costs - No hardware to buy - No upfront software fee or contract -Payables: - Aging - Reimbursements - Splits – payments on account - PO’s - Stock/units - Payroll - Taxes and other collected items • Web hosted solution – web based • Modular application – each page is tied to a permission and completely independent – small and modular. -Customers: - History - Log files - Multi contacts - Receivables - Quotes - Statements - Invoices - CRM functions - JIT – Just in time – approach • Event driven updates • Simplified Approach: difference between acronym for special functionality CRM, CMS, ERP, Cloud Computing - Roll call accopps. Debit, credit, general ledger, chart of accounts, adjustments - linear accounting. PO’s all in one. -Check Request: - Submit, review, approve, print - Review every expense before it leaves out the door - Ability to approve checks while away from the office - Keep up to date tabs on bank balances • Centralized database solution, cloud computing, cloud accounting. |