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Notes:
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Plan for I.S. and B.S. Rework Session “Cash”: 1. Start with banks. Leave basic dates “as is”. On verified dates, change current logic to also include outstanding deposits and outstanding check/pmts. 2. Create new bank reports and show outstanding values. Quick and dirty. 3. Include new outstanding items links (drill-downs) from bank homepage, add/edit, bank page, running bank balance page, and B.S. drill-downs. 4. On I.S. I need the following changes: Some of these need to be done today and some by first of next week. o Deposits made and invoices not yet marked verified. o Work in progress – look-back compatible. o Expenses that are tied to a bank but not yet verified. 5. On B.S. I need the following changes: o Outstanding values for banks with a drill-down. o Work in progress inventory (Dom’s?) o Need major help with what to do with inventory on a cash basis. Inventory doesn’t run on a cash basis. 6. Standardize the date switch between basic dates and verified dates. Currently one section is 1 & 2 & the other section (B.S.) is 2 & 1. Need to keep things consistent. 7. Not related to above, but check for “mode=add” and the capitalization of Add new links. |