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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-Add a new permission on the PO paid switch (Steve’s idea). Maybe just one more layer deeper for forcing a payment. -Collapse the home page search options. -Always show some data if possible more than 30 days if needed. Instead of a date range, maybe just show the last 25 items. -Try to eliminate some of the scrolling. -Help eliminate dups by searching for the same payee and same amounts. -Make the customer and vendor searches (like Google). Take off all the Bis, last and first name filters. Just a plain field – no subs (still may need subs in certain places). -When ready – map it and play the game… visual. -Custom reports – build your own. -Pull the customer type into the cart. -On the add new section – add a button to help users. |