Month: 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, add documents and use post-it for servicing new and potential clients anywhere.

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 order by using the usual asset, liability, equity, income and expense order as the default …

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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 up with a more realistic profit picture for users.

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 will make the statement more readable.  Also, we are finding a way to better manage …

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