CRM + Prospect
Please start using the Prospect full functions.
Also, we have activated the DOC, CSR, EVENT, TIME on CRM. In the meantime, we are working on JOB that can directly enter DOC, EVENT, TIME and CRM functions.
Thanks for your suggestions!
Prospective client on mobile version
Thanks to K.C. Oh CPA-
He had 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 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 one.
Profitability report
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 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 the year-end closing procedure by allowing user to enter audit adjusting entries after closing.
Job Efficiency and Productivity Reports
We are in the middle of redoing the two important reports to reflect the main concern for all managers, that is whether the staff are performing efficiently and whether the job is profitable.
If you have any suggestion please let us know.
Presentation
We were presenting the CPAnywhere to a film production company two days ago.
From the meeting, we have learned that we need to further expand the CPAnywhere’s functions. They are:
- Expense Report System that ties in to Petty Cash System, Employee Payable System, and the G/L.
- Equipment Booking and Costing System so that jobs can reflect that part of cost, rather than just the personnel cost.
- A/P System.
- Petty Cash System.
- Employee Payable System.
A lot of works that need to be done!
Excel File Input
For new users who need to input a large volume of past invoices into the system, this Excel File Input function will come in handy.
You just need to input the invoice number, date, line description, amount and chart of accounts charged to the worksheet, one click of direct input will do all the work for you.
Simple, fast and easy!
IRD regarding the change of the IRD 56 series of forms
Last week, we have received a letter from the IRD regarding the change of the IRD 56 series of forms as well as the XML files. (This is for the inclusion of “Benefit-in-kind issue.)
You don’t need to apply for the re-approval from the IRD if you are already using the approved forms generated from CPAnywhere or MBAnywhere.
Adding Event
In the past, the system would automatically display client’s address on event.
Now, we can edit or add an address to an event.
The reason is that by using the mobile phone, it is easy to clip the Map button to display the exact location of the meeting.
We found some resistance in by having this option but then it does offer a lot of convenience to mobile users.