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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Notes:
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-On receive multiple invoices – add money type as a search criteria. -Change the lock permission to basic around the board -Create the automate invoice section. Reoccurring invoices and payments. -Create the history look-up section “activity per corp” -Add anchor tags to the permissions page -Balance sheet items and balance sheet report -Report and form builder -Payroll IRA calcs – no federal but full ss and medicare -On verify bank reports. Allow a check range (numeric) and show only deposits or expenses. -On reports – convert day, month, year look-ups to text entries. -Check the math on the payables page under splits when dates are used. Is shows all payments not just satisfying pmts. Doubles the “split” pmts. -At some point, it might be nice to record verify bank history; include date/time and person. |