Newsletter
The Newsletter function is now up and running.
You can select the mailing list by many kind of options.
The system works at the background. It keeps a detail log for making sure that the mails are being sent out as intended.
Document Management
Recently, we have a new CPAnywhere user, a law firm, which has several hundreds of documents stored for just one client.
It will take a long time to do the search.
In order to speed up the process, we have segregated the file types so that user can identify the Word, PDF, Excel, Image, Sound and movie files.
Pro-forma invoicing
We are trying to modify the pro-forma invoicing function that involves customer advances.
In order to facilitates the invoicing operation to be completely automatic, we will include the three options when generating proforma invoices:
- By customer;
- By job assignment ID;
- By billing code.
Invoices can then be separated or consolidated, based on the options and credited with any customer advances.
This option will replace the Grouping option in Proforma Invoicing.
Mobile Development
1. We have added the DEL function to My Event on mobile phone.
2. In Invoicing function,
we have consolidated all the individual debit and credit line items from Journal Entry Template into one consolidated entry for easy identification purpose.
Mobile File Cabinet option
We have added the Mobile File Cabinet option.
User can take pictures, record sounds, or transfer documents to his or her own personal file cabinet for storage.
The whole thing is very easy to do with just a click of a button.
Welcome to CPAnywhere.com
If you are using your mobile phone, you should know that you can access the latest information about CPAnywhere.
The latest one of course is this What’s New icon on your mobile device.
Transferred from MBAnywhere.com
Effective from January 1, 2013, we will be changing our product name from MBAnywhere to CPAnywhere.
The old name MBAnywhere is for executives Managing Business Anywhere in the world.
However, the present product is geared more to professional firms because of its extensive use of timesheet system.
Therefore, the new name CPAnywhere, as in Cloud Practice Anywhere, can reflect more about the function and targeted user groups.
This is also we are gradually releasing the Mobile Platform for CPAnywhere system.
By using the smartphone, one can truly conduct business anywhere in the world with ease.
Mobile Platform
We have finally finished the Mobile Platform for MBAnywhere system.
The system is beautiful and user-friendly.
You really need to try it. Please call us for detail.
CRM Customer Relationship Management system
We would like to enhance the Client function into a full CRM Customer Relationship Management system.
The trick is to channel all things related to that particular client together and presented in one click on the mobile phone.
By one click to a client, one can obtain the information about the on-site service records, time charged and comment, telephone calls and message left, post-it discussions about the client, warning messages, letters from or to the client, new jobs added and if this is a prospective client, the follow up status.
Of course, we can also add the outstanding invoices, accounts receivables, credit rating, work-in-progress, etc. but we can leave that to your judgement.
Shift the invoicing from the present PDF format to Microsoft Word format
Apart from our on-going mobile MBA development, we will shift the invoicing from the present PDF format to Microsoft Word format.
If you are familiar with our VDL codes used in CSA, then you get the picture.
However, there is a fundamental difference between the two.
The VDL codes used in CSA is based on the older RTF format.
The VDL codes used in MBA is based on the newer XML format.