A few more items that need to be prioritized/quoted for clients.

Cory and I spent some time looking over custom projects and making plans. We decided, if it (the project) is big, we'll need to give the person a quote for the quote. Sometimes it just takes time and we have to cover that. Some projects are really quick and we can just suck that cost up internally. Other projects, it takes hours just to plan it out. Basically, if the project is big, we may need to give them a quote for making a quote, just to be fair and to do the real quote justice.

We did some training on elements of time and how that tool allows for data to be tracked over time. We got into light training about data assembly lines and how to set that kind of stuff up and use the existing tools.

We also did some training on doing corp roll ups (aggregated systems or enterprise systems). We looked at ideas for multiple corporations, a controller entity, and how to move financial data between those corporations. All of it is manual entry right now, but totally possible. Eventually, the goal would be to automate the whole thing and make it super easy and real time.

The other topic that we talked about and did some training was stacked accounts receivable. This is when more than one party is attached to an invoice. Say for example, a controller corporation (mother corp) has a number of daughter corporations. The daughter corporations extend credit to one another but the main mother or controller corporation needs to pay the actual bill. We talked about one-to-many relationships between invoices, customers, and even sub or secondary customers. All of these pieces already exist, we just needed to do some training to show Cory how it all works. Super fun meeting with a mix of planning and training. Good stuff.