Re: Robust WebDNA Job Manager / Accountant
This WebDNA talk-list message is from 2006
It keeps the original formatting.
numero = 66388
interpreted = N
texte = Hey D- I'll a more in depth review later, but on initial playtesting - adding a new invoice, looking up that invoice, I say it looks kick ass! I can tell that you've put in a lot of work on this. I'll open up my billing program that I use over the weekend, it's hardly as full featured as yours but it's gotten me by for a couple of years (somehow). :) Great job! Again, full review later when I get a chance. Gary At 02:32 PM 3/9/2006, you wrote: >**CC'ed to Doug at SMSI because he may have some suggestions?** > >Hello, > >So, I think I have mentioned that I was working on an >accounting (helper) app quite some time ago. Well, I have been using >this app for quite some time for my clients. My intention was >to make money off this application by packaging it up and >selling it in a few different ways. It is a lot of code and >a lot of features... very helpful features. In fact, it >totally changed the way I do business and turned interacting >with clients from a mess of emails and mis-understandings into >a trouble free system of communications and records. >It is not limited to people who offer coding services. >It allows one to keep track of products and services as well. > >I am trying to decide what to do with this build. The >talk about a forum got me thinking about it (since there >is a link to the build from the forum link that I posted). > >Though I don't know for sure what I want to do with it, >I have taken the protection off the build and decided >to open it up for all of you to play with. When I say "play", >I should really say study. This is more an application >that needs some instruction to use. Here is a basic rundown >(* should read on when you have time ;-)*): > >The system is designed to flow in this way: I will use >a moch job that Is actually currently in the system as >an example. > >--------------------------------------------------------- >The johndoe inc. company comes to you and wants you >to quote on a project. they provide a spec for you to >look over. >- - - - - - - > >Here is how the system works. > >THE QUOTING SYSTEM: >Everything Starts with a Quote. You are first asked to >enter the customer information in. You start by adding >"line items" of services. This may make more sense when >you are "playing" with it. You add, for example, the purchase >of the domain along with the cost for that product/service. >Once you are done with all the lineitems... you can save >the quote. You are taken to an overview of the quote. >Here you can send it to the customer (via email), print >it out to send via snail mail, or there are a number >of other ways in the works to get it to the customer. > >Once the customer gets the email quote, they are provided >with a link to there quote on line. They can add dialog >there if they are still not quite sure about approving >the quote. Or, they can approve the quote on-line. If >the customer is not really internet savy, they have the >option of asking you to approve it. > >Lets back up one minute. > >THE PROPOSAL SYSTEM: >There is also a proposal system. This proposal system >is based around the quoting system. Let say the job is >involved and requires a more proffessional "proposal" rather >than just a quote with numbers. This build has a system >that lets you put together html/css that interacts with >the quote. It is an option available for the quoting >process. You first create the quote. then click on >"Proposals". When you start a new proposal, it will >ask you for the quote to "link" with. You select it >from a drop down and proceed from there. The user has >to know about html/css to use this feature! > >THE APPROVAL: >Once the customer is satisfied with everything, wether >it be the proposal or the simple numbers from the quote, >they approve the quote on-line. This action creates >an invoice automatically. It sends a notice to "you" >that an approval has taken place (and provides a link). > > >THE INVOICE (and Doing the Job): >At the invoice overview, "you" can do a number of things... >such as edit everything. You can specify payments that >are made. You can specify the status of a job. >You can track the job. > >TRACKING a JOB: >Once a quote is approved and you are ready to start >on a job, this build provides a job clock that records >(down the second) the time you spend on a job. To track >a job, simply click on "tracking" and enter the invoice >number and "clock in". This starts the time. Clock out >and in whenever you are working. Then, at the invoice >overview, your time is noted. > >FINAL OVERVIEW: >That is the basic overview of the build. However, there >are a lot of little features including reports.. want to >know what you made in a month?, Year?, day?. There is >also an ASSETS link that lets you create categories >and records to keep track of your equipment and software. > > >I think I have set up this demo so that one can't do >too much damadge playing around on it (but who knows) :-). >No emails go out, one can't edit the core settings, and >all the databases have been cleared out... so. Feel free >to create a moch job and do a trial record keeping. I can >answer any questions as well... or fix little issues if >needed. > >Here it is: >http://www.euca.us/dev/accountant/billing/accounting.html > > >Let me know what you think about it. > >Thanks, >Donovan > > > > > > >-- > =o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o > DONOVAN D. BROOKE EUCA Design Center > > <- Web Development (specializing in eCommerce),-> > <- Custom Paint, Labels, and Specialty Signage. -> > <- Home and Business Embellishment/Fabrication, -> > <- Glass Blowing, and Art Glass -> > > PH/FAX:> 1 (608) 835-2476 > Web:> http://www.egg.bz | http://www.euca.us > =o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o > > >------------------------------------------------------------- >This message is sent to you because you are subscribed to > the mailing list
. >To unsubscribe, E-mail to: >To switch to the DIGEST mode, E-mail to >Web Archive of this list is at: http://webdna.smithmicro.com/ ------------------------------------------------------------- This message is sent to you because you are subscribed to the mailing list . To unsubscribe, E-mail to: To switch to the DIGEST mode, E-mail to Web Archive of this list is at: http://webdna.smithmicro.com/
Associated Messages, from the most recent to the oldest:
Hey D- I'll a more in depth review later, but on initial playtesting - adding a new invoice, looking up that invoice, I say it looks kick ass! I can tell that you've put in a lot of work on this. I'll open up my billing program that I use over the weekend, it's hardly as full featured as yours but it's gotten me by for a couple of years (somehow). :) Great job! Again, full review later when I get a chance. Gary At 02:32 PM 3/9/2006, you wrote: >**CC'ed to Doug at SMSI because he may have some suggestions?** > >Hello, > >So, I think I have mentioned that I was working on an >accounting (helper) app quite some time ago. Well, I have been using >this app for quite some time for my clients. My intention was >to make money off this application by packaging it up and >selling it in a few different ways. It is a lot of code and >a lot of features... very helpful features. In fact, it >totally changed the way I do business and turned interacting >with clients from a mess of emails and mis-understandings into >a trouble free system of communications and records. >It is not limited to people who offer coding services. >It allows one to keep track of products and services as well. > >I am trying to decide what to do with this build. The >talk about a forum got me thinking about it (since there >is a link to the build from the forum link that I posted). > >Though I don't know for sure what I want to do with it, >I have taken the protection off the build and decided >to open it up for all of you to play with. When I say "play", >I should really say study. This is more an application >that needs some instruction to use. Here is a basic rundown >(* should read on when you have time ;-)*): > >The system is designed to flow in this way: I will use >a moch job that Is actually currently in the system as >an example. > >--------------------------------------------------------- >The johndoe inc. company comes to you and wants you >to quote on a project. they provide a spec for you to >look over. >- - - - - - - > >Here is how the system works. > >THE QUOTING SYSTEM: >Everything Starts with a Quote. You are first asked to >enter the customer information in. You start by adding >"line items" of services. This may make more sense when >you are "playing" with it. You add, for example, the purchase >of the domain along with the cost for that product/service. >Once you are done with all the lineitems... you can save >the quote. You are taken to an overview of the quote. >Here you can send it to the customer (via email), print >it out to send via snail mail, or there are a number >of other ways in the works to get it to the customer. > >Once the customer gets the email quote, they are provided >with a link to there quote on line. They can add dialog >there if they are still not quite sure about approving >the quote. Or, they can approve the quote on-line. If >the customer is not really internet savy, they have the >option of asking you to approve it. > >Lets back up one minute. > >THE PROPOSAL SYSTEM: >There is also a proposal system. This proposal system >is based around the quoting system. Let say the job is >involved and requires a more proffessional "proposal" rather >than just a quote with numbers. This build has a system >that lets you put together html/css that interacts with >the quote. It is an option available for the quoting >process. You first create the quote. then click on >"Proposals". When you start a new proposal, it will >ask you for the quote to "link" with. You select it >from a drop down and proceed from there. The user has >to know about html/css to use this feature! > >THE APPROVAL: >Once the customer is satisfied with everything, wether >it be the proposal or the simple numbers from the quote, >they approve the quote on-line. This action creates >an invoice automatically. It sends a notice to "you" >that an approval has taken place (and provides a link). > > >THE INVOICE (and Doing the Job): >At the invoice overview, "you" can do a number of things... >such as edit everything. You can specify payments that >are made. You can specify the status of a job. >You can track the job. > >TRACKING a JOB: >Once a quote is approved and you are ready to start >on a job, this build provides a job clock that records >(down the second) the time you spend on a job. To track >a job, simply click on "tracking" and enter the invoice >number and "clock in". This starts the time. Clock out >and in whenever you are working. Then, at the invoice >overview, your time is noted. > >FINAL OVERVIEW: >That is the basic overview of the build. However, there >are a lot of little features including reports.. want to >know what you made in a month?, Year?, day?. There is >also an ASSETS link that lets you create categories >and records to keep track of your equipment and software. > > >I think I have set up this demo so that one can't do >too much damadge playing around on it (but who knows) :-). >No emails go out, one can't edit the core settings, and >all the databases have been cleared out... so. Feel free >to create a moch job and do a trial record keeping. I can >answer any questions as well... or fix little issues if >needed. > >Here it is: >http://www.euca.us/dev/accountant/billing/accounting.html > > >Let me know what you think about it. > >Thanks, >Donovan > > > > > > >-- > =o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o > DONOVAN D. BROOKE EUCA Design Center > > <- Web Development (specializing in eCommerce),-> > <- Custom Paint, Labels, and Specialty Signage. -> > <- Home and Business Embellishment/Fabrication, -> > <- Glass Blowing, and Art Glass -> > > PH/FAX:> 1 (608) 835-2476 > Web:> http://www.egg.bz | http://www.euca.us > =o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o=o > > >------------------------------------------------------------- >This message is sent to you because you are subscribed to > the mailing list . >To unsubscribe, E-mail to: >To switch to the DIGEST mode, E-mail to >Web Archive of this list is at: http://webdna.smithmicro.com/ ------------------------------------------------------------- This message is sent to you because you are subscribed to the mailing list . To unsubscribe, E-mail to: To switch to the DIGEST mode, E-mail to Web Archive of this list is at: http://webdna.smithmicro.com/
Gary Krockover
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