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Basic Assignments
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Options & Settings
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Main Time Information
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YEARLY ACCOMPLISHMENTS 2008 Steve, This is a list of things that happened and accomplishments made during the 2008 year on adilas. It was a great year with tons of great stuff. If you need more detail, just let me know. I have everything documented down to the date. January 2008: • adilas, llc. officially became its own llc. • Changed vendors from shared (global) to corp specific. • Added destinations, categories, groups, and sub groups to expense and deposit types. • Moved the location on deposits from the main to the line items. February 2008: • The income statement (P&L) was added to the system. • Added permission pre-sets and color codes. • Split expense/receipts into main, line items, and payments. • Added payment options for expense/receipts to the main during add mode. • Set up our first international client on adilas. • Created the adilas logo. March 2008: • Migrated all fields and databases from old server to new adilas.biz server. • Changed from word “store” to “location” system wide. • Added PO photo gallery. • Added multi clock in/out feature. • Moved all sub navigation links to top of the page. April 2008: • Added the check request system. • Added a quick search to the top of every page. This idea came from David Berkenkotter. • Changed customer and vendor searches from two-part search (fist letter drop-down and optional characters) to a single text field look-up. • Added a printable customer list. • Expanded payroll from semimonthly to all other frequencies (daily, weekly, bi-weekly, semimonthly, monthly, quarterly, semiannually, and annual). • Added running bank balances and special bank balance search page. May 2008: • Added payables section for reimbursements, splits, and PO’s. • Added pages to show sub expense/receipts for splits and reimbursements. • Posted the adilas.biz check write system. Check on the top format. June 2008: • Added a special check write set-up page and section. This allowed for custom settings on the check write system. • Added the first round of the balance sheet (hidden to most users). • Created the adilas, llc. operating agreement, signed papers, and set up adilas bank account. • Allowed individuals to be used for parts and PO’s. Formally, only businesses could be used. • Added the customer or web portion of the adilas.biz site. This is where customers could browse inventory via web services without being in the secure portion of the site. • Added applied to stock flags on expense/receipts that were used as outside repairs on units. • Added drill-down links for outside repairs and internal invoices on the unit detail page. • Added a unit break-down report that show all expense and invoice details (main and line items) for a single stock/unit. • Added holiday pay to payroll options. July 2008: • Added a tie-in between payroll and expense/receipts. • Added key word searches for “last” and “new” on all quick search fields. • Added payables section for stock/units. August 2008: • Added odd days until first payment on finance calculator. • Reworked the floorplan section and allowed for payables on floored units. • Created a “What is adilas?” flyer for a trade show. Posted file online. • Standardized look and feel for all pages. • Added tons of special validation for XSS (cross site scripting) hacks. Page security to prevent hackers from misusing the application. • Added the duplicate to cart function for invoices. • Changed adilas server over to semi-dedicated server. September 2008: • Added save as pdf on income statement (P&L). • Added additional customers to shopping cart, invoices, quotes, and units. • Added ability to add more than one part to an invoice at a time. • Added check in the middle and check on the bottom formats as adilas check write options. October 2008: • Added a grouped receivables report. • Added an apply payments section for invoices. • Added invoice statements. • Added new pagination “next” and “prev” buttons to all reports that show more than one page. • Added the key word “home” to all quick searches. • Added a grouped payables report. November 2008: • Converted all outside web traffic (customer/web side requests) to another server and database. Used web services to push data from adilas to remote server to help with load balancing (server resources). • Added bulk verify pages for deposits and expense/receipt payments. • Added new options and fields to the check/payment search. Showed print status info and payment verification info. • Removed the requirement to lock line items before verifying. December 2008: • Converted the parts from a two-part combo (part number and vendor id) to a single part id number. • Added actual costs to update PO’s. • Added alpha sorts on reimbursements, splits, and PO’s. • Working on the second round of the balance sheet. Created both system maintained and user maintained balance sheet items. Major work on drill-downs for balance sheet look-backs. Files not yet posted. • Posted new 2009 tax files and tables. |