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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Yellow
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Notes:
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YouTube Videos Continued: - Add/Edit Models (serialized inventory): o Models homepage, common features, add/edit models - Add/Edit Stock/Units (serialized inventory): o Add new, whole process, view unit details, add/edit page - (Need) How to Sell a Stock/Unit (serialized inventory): - Floorplan Homepage (serialized inventory): o Floorplan homepage, title accounts - (Need): o Payables – How to pay for a floored unit o Payables – How to pay for a stock/unit o How to create an internal repair o How to create an outside repair o How to make an inventory adjustment through the manager’s checkbook (slush fund) - Vendor/Payee Homepage: o Vendor homepage, search results - Add/Edit Vendor/Payee: o Add/edit page - Payables Homepage: o Payables homepage - Accounts Payable – Credit Cards: o Add/edit e/r, payables homepage - Bank Reconciliation: o Bulk verify both, reconcile bank, bank homepage - Payroll Homepage: o Payroll homepage - Add/Edit Departments (payroll settings): o Payroll homepage, department homepage, add/edit department - Bank Homepage: o Bank home, outstanding’s, setup checks - Add/Edit Banks: o Bank home, add/edit bank, setup checks - Add/Edit Expense & Deposit Types (categories for the line items): o Add/edit expense types & deposit types, manage grouping - Deposit Homepage (monies coming in): o Deposit home, advanced deposit search, payments not deposited - Create New Deposits: o Deposit homepage, add/edit main, build sales deposit, deposit line items, invoice line items - Deposit Credit Card Payments: o Deposit homepage, add/edit main, build sales deposit, add/edit deposit line items - Expense/Receipt Homepage (monies going out): o Expense/receipt homepage - Create New Expense/Receipt: o Add/edit main, edit e/r line items, add/edit photo for e/r’s, printable e/r - Add/Edit Expense/Receipt Payments: o Add/edit main, edit e/r line items, add/edit photo for e/r’s - Check Requests: o Add/edit check request, check request homepage, edit e/r line items - Check Request Approval: o Check request homepage, payables homepage Ideas on how to set up a genealogy model – just for fun: - Individual table - Companion table - Family offspring table (See scan in photo gallery for 7/25/12) |