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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Banks to locations – currently: - Corps to banks - Choose a location - Pagination at 200 on deposits and expenses - Change the dates to a month out instead of a week - On expense types add record count - Expense type help link… - Create corp headquarters on the fly - On vendors add the value “any state” to the list - Add a flag for items that don’t match line items with grand totals - Add a difference line (total – running line items = difference) to both deposits and expenses - On deposits – create a special search by line items - Add flag for deposit on merchandise - Speed up the verify process – check boxes and dates - “Reviewed” on each line item on deposits and expenses - Be able to update personal profile - Line items to description to 255 - Add deposit types and be able to add/edit deposit types - Edit the vendor right from the main add/edit receipt page - Show the main notes or make a note that this will not show up - On payees add an account # field - Be able to search by vendor on expenses - On the advanced expense search make sure there is an Alpha search - On payees, add termination date and raises history - Add a section where managers can add an employee and assign a permission - On deletes or remove line items, add a safety net or are you sure message - Add error handling to new site - Add PO’s to receipt line items |