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.GaryAt 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.GaryAt 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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