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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-Create (user only) windows into e/r’s and statements and deposits and invoices and quotes – everything – just their stuff – personal sandbox. -Add a monthly acceptance screen. –Date stamp it and only show once per month. -Be able to get at their own data – back-up and on extraction tool. -Later on – when tying in b.s. items – prompt for action – the action is a form with check boxes and valves – let them choose destinations and values. Do the math and make sure they match. -On an edit, prompt for action – show relations and destinations and prompt for action. May need to use a remove only permission compared with an edit/update. Keep it clean. -Super simple black and white invoice and quote – super printer friendly. -Show stats per corp “database stuff” – tie into corp history – maybe two different things corp history and user history - Lines - Items - Values - tables -On corp history show a break down for a week at a time (default) - x # of invoices - x # of PO’s - x # of Deposits - x # of E/R’s - x # of Customers - x # of Vendors - x # of users - x # of locations Start basic and then show more details on the drill downs. For example, maybe a week’s worth of data is being shown; allow the user to filter by user (default to all or corp level). |