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Color Code: Yellow
Assigned To: Shannon Scoffield
Created By: Shannon Scoffield
Created Date/Time: 2/9/2021 12:07 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
 
Time Id: 7451
Template/Type: Brandon Time
Title/Caption: Work with Shannon
Start Date/Time: 3/11/2021 11:00 am
End Date/Time: 3/11/2021 12:00 pm
Main Status: Active

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Uploaded Media/Content & Other Files (1)
Media Name   File Type Date Description
TeamCommentsSummariesOnly.docx   Doc/Text 3/11/2021 Working through the summaries and cleaning things up and pulling the summaries closer together.


Notes:

We started out and did some training on transition invoices and how those work to help book values that are somewhere between a quote and an invoice. Say something that has started but hasn't finished (don't want to claim it as revenue or a tax liability but it may have down payments or other inventory assigned to it). Nice little training session.

Back working on the internal questionnaire summaries. Proofreading and going through the summaries one by one. See attached for our progress. These summaries will end up being some of the basis that we use for our business and vision plan. Good stuff.