EditGeneral
1. When Billing to another contact we need to check that it goes to the correct AR account.
2. Need training oh how to get automatic emailers going and the when status updates are done. New orders.
3. The automatic billing is not working for CC accounts.
4. Need to fix Add another location in copy to remember previous order data.
5. Add in new licensing from Blogsuite.6. Make sure Codes items cannot be deleted if used in Admin area.
7. Make sure Work order print for each order type only has one print button now. Combine the pages.8. Work order print from Order maint, needs all 4 buttons or how ever many appear.9. Invoice print and reprint, need multiples.
10. Registers reprint need multiples.
11. Create maint program to control CMM defaults.12. Change lookups for Proofs and Jurisdictions.13. Drag and drop files
14. Setup QB links for DGR.
15. Import files. See greg
EditAccounting in order - upgrade from Distribusuite
1. Invoice Post - make sure it posts into the same tables.
2. Regsiter and register reprint
3. Cash receipt post- Post into the same tables. Check html.
4. Register and register reprint
5. Right hand AR table.
6. ARI and Aging
7. Invoice print and Reprint.
8. Credit Holds- automatic, release program. Goes into order print.
9. Test Invoice weekly, monthly, Summary.
EditSubpoena work
1. Need work on Subpoena
EditOrder process
1. Inspections
2. Dispatch
EditCheck tracking
1. Add in Check Maint to accounting.
2. Add in Check Advance report.
EditReports
1. Employee performance - How quickly accepted, number of rejections, how quick closed. Totals and averages.
2. Vendor /Affiliate Performance- Same as above.
3. Vendor Billing report.
EditAdd Bugs here