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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 11/12/2019 12:26 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 5194
Template/Type: Brandon Time
Title/Caption: Meeting with Cory
Start Date/Time: 11/12/2019 3:00 pm
End Date/Time: 11/12/2019 4:00 pm
Main Status: Active

Sorry, no photos available for this element of time.


Notes:

We met and checked in with Cory about some projects and some needed quotes. Steve and Cory ended up talking quite a bit about payroll, taxes, cost accounting, etc.

- Options for bulk payroll calculations. Maybe be able to do 10/20 at a time and bulk submit for processing. We talked about some of the variables like hourly, salary, commissions, child support, 401K's, meal plans, etc. There are a number of variables that play into payroll and payroll calculations.

- We also talked about bulk printing checks and processing things in bulk. We do great one by one, however many of our users want to speed things up and play in bulk.

- Need for a cashflow statement

- Small talks about financials and plugging starting numbers. One of the topics was - yes, you can do it... but how much detail do you want along with it? We can plug numbers but if you want drill-down details, you need some more info.

- What about customer attributes and being able to add flags and tags to the customers.