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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Questions for Steve: - What are some good default categories, groups, and types? - What about Inventory & Cost of Sales? Where do we get these from? What do we call them? - What about digital signatures? Security? Multi sigs? Custom work rate? - What about logos on checks? Customer work rate? - What about Deposit Types? Where do they show up (if anywhere)? What would be their destination, category, group, etc.? (Assets or Income or Special Income) New Ideas: - Bank statements need to have a photo gallery maybe tie to a new permission also may need statement #’s along with it - Max of 2 signatures per check - Max of 4 approvals on a check – each person will have their own checkbox - Photo gallery on all balance sheet items (PO’s as well) - On special deposits and special expenses we may need to allow an auto verify to help bank accounts - Need a special clean-up report: o Dup checks o Dup deposits o Dup expenses o Etc. - On Amortization schedule need months, percentage, principal, first payment date - Goes on top of income statement: o Bad debt o Total sales – bad debt = adjusted income - Amex is similar to bad debt. It needs to be an adjustment to total revenue. Make a special account for each corp and lock it down/ - Split deposits between stores – user’s request - Invoice/deposit types instead of deposit types - Add a flag so that it checks between invoice and stock details - Kill the part “other” – too open |