all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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-On payroll: - Remove top forms (4 of them) - Default bank stuff - On “get reports” maybe think about pdf and automated pdf docs (archived for each user/payee) and allow them to do the look-ups. This helps going green and for audit trail. The “get reports” links are on the calc payroll page. -Need to be able to check on late invoices. Basically enter a number of days old and be able to find invoices that have not been paid yet. -On all customer pages add links to year-to-date statement or options to create new statements. -On all customer pages add links to all quotes. -On statements, we need a printer friendly version like the invoices. -On the follow-up logs, add validation for follow-up-time of 00:00:00. -Change all cf functions to output=”no” for web services. -Take out the underscores in all web service calls and paths. -Make sure all number values (with decimal points) are formatted correctly. This deals with SQL inserts and updates. -Create the other side of the flex grid (other links and relationships). -Allow flex grids to be show on the customer side. For example: parts and stock units. This could get complicated with what to show and/or hide. |