Monthly Archives: April 2013

Prospective clients

April 19, 2013 — Prospective client on mobile version. Thanks to K.C. Oh CPA. He has suggested we should put the Prospective Client function on the phone version so that he can input, edit and make appointments, customer service record,

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Trial Balance

April 15, 2013 — Trial Balance rework. We are reworking the trial balance presentation by putting in the options to select whether to include the system generated accounts such as AR, DR, TM, AD. Also, we have made the displaying

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Profitability report

April 9, 2013 — Profitability report rework. We are rewriting the job profitability report to reflect the quoted price, actual invoiced amount, disbursement amount, who worked on the job and the number of hours worked and time cost to come

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Balance Sheet

April 3, 2013 — Balance sheet presentation and year-end closing.  We are now refining the balance sheet presentation by inserting the options of whether to disclose the detail of the pre-defined accounts like AP, AR, AD, DR and TM.  This

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