Cory and I had a good work session. We were looking over limiting view invoice permissions. It seemed like it wasn't working on the new invoice homepage. We did a little bit of research and reached out to Alan.

Next we talked about some bug tracking options and we determined that we would track them under one element of time and then just use sub dates and times to do the actual but tracking. We went over a few scenarios and did some playing around.

Our next little work session was talking about costs and revamping our quote spreadsheet. We made a detailed view and changed things around. We also made a super basic view that is quick and dirty. We are hoping to use the quick and dirty one for projects under the $1,000 magic line. We have a number of quick $300-$750 projects that will fit nicely in the basic view. It seems that once a project crosses that magic line of $1,000 - we have to really up the game as far as what is needed, requirements, features, etc. See attached for a copy of the new quote templates (spreadsheet)

Shari O. joined the meeting and Cory and Shari O. talked about clients and accounts receivables. Nice little meeting.