all data is live and searchable
|
Basic Assignments
|
Options & Settings
|
Main Time Information
|
||||||||||||||||||||||
|
|
|
Yellow
|
|
|||
|
|||
|
|
|
Notes:
|
|
Allowing payees to print their own payroll stubs: - Tie to clock in/out permission - Add links on clock in/out, my hours, and personal profile - Default date range to year to date - Limit the links from the payroll report - Keep it simple - Force logout if a hack is sensed Sales tax 4 levels: 1. General grouped totals 2. Daily groups 3. Invoice groups 4. Invoice line items (details) - Pull add data from invoice line items table - Add pagination where needed - More info - Add drill-downs to advanced searches - Get rid of full invoice totals… just want line extended values & tax totals - Update login pages with a new feature/tools - Take whatever time we need to do it right… this will be prep for tying in sales tax to the balance sheet - Search all existing links to this page and add any new vars or params - Keep the output very simple… the drill-downs will provide the details - Update the help files accordingly - Test all possible options including vehicles, trailers, toppers, specific units, parts, special line items, restricted parts, rentals, transition invoices, etc., multi stock per invoice - What about including transition invoices (yes or no). Maybe an option or checkbox. - What about limiting transition invoices on the advance invoice line item drill-down page. - What about legacy issues with stock/units not being on invoices… maybe just tell it as it is… nobody is going back that far right now… - What about pulling sales tax look backs for transitional invoices - (skipped this go around) |