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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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Customers: - PO requests, payroll multi - Need statement and multi print option – statement, stub thingy - Reoccurring invoices and balance sheet - W-2 and 1099 reports - “End user” on invoices – “document builder” - Dba – logos – data transfers - Problem: “Unable to connect to the database. Unable to check permissions.” Invoices: Billing - Customer – where the money comes from - Ship to: end user, customer of customer. Example: dealer = customer; customer of dealer - Do a second customer - On vendors – allow for more than one address and allow for choices only on printing checks. - On look and feel and on verbage – need to have defaults on a crop level but custom settings on a location level. o Inventory o Invoices - Co-signer, ship to, end user, 2nd customer – have a field and let them choose the caption |