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Color Code: Blue
Assigned To: Bryan Dayton
Created By: Bryan Dayton
Created Date/Time: 3/25/2021 1:14 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 7643
Template/Type: Brandon Time
Title/Caption: check and push code
Start Date/Time: 3/31/2021 3:00 pm
End Date/Time: 3/31/2021 4:00 pm
Main Status: Active

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Notes:

Recording notes from earlier meetings.

Bryan jumped on and we went over a project that he is working on dealing with bank statements and what not. We went over what we had and made a plan from there. The current project he is on is a bank/payment solution that doesn't have their own PDF bank statements. We are going to help the other company out by providing details out of adilas for all deposits, expenses, and summaries for that bank. We already do that, we just don't make it look super fancy and turn it into a PDF for storage and/or printing. We'll just take what we already have to the next level.

As a side note, if we do add in the ability to save existing bank register or bulk reconcile pages as PDF's, that would be a nice enhancement for what we already have.