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Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Blue
Created By: Shannon Scoffield
Created Date/Time: 8/15/2013 1:12 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 1476
Template/Type: Daily Ideas
Title/Caption: Daily Ideas
Start Date: 8/26/2009
Main Status: Active
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 
 

Notes:
-It might be nice to add a section where the different corps can search their billing and payments (invoices and quotes from adilas to them).
-Inventory type – specific units (vehicle), sub types – large, medium, small, seasons (truck),
Make – Storage units, building # (Ford), Model – XX x YY(large), WW x PP (med), BB x CC (small), (F-150)
Flex grid tie-in for units:
- Customer id
- Contract start date
- Contract end date
- First name
- Last name
- Business name
Sort stock units by:
- Stock numeric
- First-stock alpha (5)
- Different locations: For occupies & available
-Receivables/late invoices – search by age
-Statement links and printer friendly statements
-Pre-payments as a system maintained balance sheet item
-Show available units on web site.
-Reoccurring quarterly (new time period)
-Deposit photo gallery
-Reoccurring for bills and vendors
-Checkbook register
-Receivables – report age search (type in days)
-Add last payment and age on receivables
-Add customer links to receivable page. Name=edit link, log=log
-Show a printed flag on invoices
-Change the last date on reoccurring invoice
-On customers, add a flag to show if they are set up on reoccurring or not. Billing status.
-See customers from an advanced search – general overview where are they at when were they invoiced, when was the last payment, what is still owed, etc.
-Look at options to move towards email billing
- Possible pdf and attach on the fly
- Possible send links with invoice number, date, amt, and age
-Need a flag from reoccurring invoices back to customer reports and vice versa. Maybe also the frequency.
-Search options for customer and vendor: - biz name, - last name, - first name, - corp-wide setting
-Customer photo gallery
-Defaults on statements
- Payment terms
- Printable statement notes
- Make these dynamic and call pre-sets or standard verbage
-See loose paper for additional notes