Orders:
1. Subpoena needs multi select of forms and subpoenas. Like copy. Also needs proofs at the end. Let's add the first tab like copy, and have the due date as well.
2. Order Type Home Inspection
3. Order Type- Messenger
4. Make sure due date for File and serve prints on work order. Along with court date and times.
5. Copy needs a few changes, One the select Ship tos in locations needs to be clearer. Maube show the shipt to name or hyphn it. Thoughts? And when lets put the Subpoena and form names in the select box rather then the code.
6. All orders needs to be able to add the court on the fly during entry. Ones entered internally can be used right away but still need to be approved to appear next time.
7. In new order the product ordering is not working. See me.
8. AR info is wrong when the orders are deleted. See me. Panels to the right. Customer 100000 in QRI.
9. Invoice print is missing the Billing address1 and 2.
10. CC processing does not appear to be working. Paul.
12. Check tracking needs to be added to accounting. Should be an option is Company seteup. If selected we need a way to select an employee or contractor and then assign an account number and check ranges. Do we need a check account maint program then? The close order process would be changed to a dropdown for check number based on that employee.
13. Check report in the accounting section. Should be date range based. Select one or all employees, select one or all check accounts, option to show used or unused checks. Run to screen, print to pdf.
14. Global Invoice notes are not printing on Invoices. See DS.
15. Need the token lsit fixed. Many duplicates.
16. Clean up Aging and Ar report. Make sure it is using the AR table not the orders table. See DS.
17. Test the AR sections and cse. Trisha
18. Need ability to Bill by Statement, Invoice, or combination. See CMM. See Greg.
19. Program that lists emails and print jobs seems rough. Let's cleanup
20. Program to check touches. See Greg for specs.
21. Need to fix the locations tab. Larger or Ajax control.
22. Adjust sales report. Add in ability to see Fee's advanced.
23. ARI needs button to print Statement.
24. Need ability to email the stement as well. Same as other areas.
25. Current button says to print all invoices. We need the standard print dialog box that handles screen and email options.
26. Customer history page. Simple lookup by customer number. Use same search as CMM. List order below by date. Have type and total columns.
27. Add mass emailer in utility to contact customers with email addreses.
28. Invoice reprint add search by customer number.
29. Add bar code at the top of work orders.
30. Finance charges in AR.
31. Add more information on front page for sales. MTD, YTD, LMTD, LYTD. Also list by each month. Use fiscal year date to order. See me.
32. Batch Order Printing.
33. Allow column customization in my orders, thoughts?
34. Bar coding on routing pages.
35. Report on each employee for Accepted, Completed, Declined.
36. Add in residential and business flags for employees.
37. Add in residential and business flag in status updates. Limit dropdowns.