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Misc. Changes

Jul 16 2014
CPAnywhere
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We have been working on the suggestions from Andrew of Sun Hing Group on the various suggestions. Aki, our System Consultant, has agreed to the following:

Dear Andrew,

  1. Confirmation status will be shown on pro forma invoice
    • Updated
  2. Add Discount field on Billing schedule
    • A new Discount field will be added next to Billing Schedule.
    • We will install a special COPY button on Billing Schedule to copy the description and amount to the next one in order to save time.
    • An independent Pick Up List to be installed for copying from previous billing description.
    • Updated
  3. Add Discount field on Misc. Charge
    • A new Discount field will be added next to the Misc. Charge item.
    • Updated
  4. Using post-it function for the attachment on Job assignment confirmation
    • An independent pop up screen for Post-it function.
    • This will be readied by the end of July.
  5. Settlement receipt and Receipt report Updated
  6. Account Analysis Code for invoicing and settlement (NEW Amendment) Updated.
  7. Outstanding statement report with reminder alert
    • This will be readied by the end of July.
  8. Proforma invoice recap the outstanding amount on previous invoice (NEW Amendment)
    • This will be readied by the end of July.
  9. Add a schedule billing date on the invoice (NEW Amendment)
    • This will be readied by the end of July.
  10. Print Voucher on JE (NEW Amendment)
    • This will be readied by the end of May.
  11. Misc. Charges – Daily Reports
    • This will be readied by the end of May.
  12. Fix the Printing receipt No
    • This will be readied by the end of May.
  13. Balance Sheet & Income Statement don’t show zero amount (NEW Amendment)
    • This will be readied by the mid of July.
  14. Aging Report – Invoice Register Add option for print outstanding only (NEW Amendment)
    • This will be readied by the mid of July.
  15. Petty Cash system (NEW Amendment)
    • To be confirm.
  16. Contract Description – Job Description display on invoice Main page & copy to invoice head description (NEW Amendment)
    • This will be readied by the end of July.
  17. Invoice & Receipt add company address (NEW Amendment)
    • Invoice updated & receipt will be readied by the mid of July.
  18. Contract Description – Job Description display on invoice (NEW Amendment)
    • This will be readied by the end of June.
  19. Print statement add to main menu
    • Updated
  20. Report for the Contract information
    • Updated
  21. Cancel status on Deposit, Settlement, JE,
    • This will be readied by the end of July.

Please advise.

Thanks & Regards,
Ho Tan Ki
Technical Support Specialist

by admin