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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 the payables and receivables homepage reports. Put a hidden cap as today’s date for A/R’s and A/P’s. Small issue came up with a user and poncha mini storage setting reoccurring masters in the future. -On the sales tax reports – add a layer on top of the details that shows the correct information. Look at the daily/weekly for more info. Other users might be a help here. -It is okay to have holes and questions. This is how we make things better and better – step by step – line by line… -How do we track incoming special line items? Do we map directly or do we allow more options when paying for PO’s (expense types)? -One of the biggest questions is how do I draw a line in the sand and start running on real numbers right in the middle of things? Starting values? -Need a section on the history homepage that shows all unassigned black hole special line items. This will help to make sure things don’t fall through the cracks. -Add a new special line item for “gift certificate”. Make it flow clear to the balance sheet. Sales use the special line item, part #. Gift certificates are redeemed through “gift certificate” invoice payments. -We’ve had a couple of requests for duplicating expense/receipts or setting them up as reoccurring (just like invoices). |