New Look!
Lately, we have been updating the look and feel of the CPAnywhere program.
The new look is more appealing and easy to use.
For those who want to try out our newest and state-of-the-art CPAnywhere system, please call Mr. Aki Ho at 2521-3110 for the presentation.
Change Client ID
We have finally finished this important function to change the client’s ID.
The use of Client ID is very wide spread among jobs, chart of accounts, timesheet, events, letters and many other minor functions.
We have to make sure that every part of the data record will get updated when an client ID change occurred.
Finally, we get it done!
Subcontracting
Recently, Aki had a conversation with a prospective client regarding the power of the job control functions.
They had proposed that we can add a distinct function called Subcontracting under the Job Assignment. The purpose of it is that they can use it to keep track of subcontractors about the status and the cost.
We can have two choices:
- To add a separate section called Subcontracting
- Use the present work code to control it with the selection of the subcontractors from a built in list.
If you have any idea, please let us know so that we can incorporate that idea into Job Assignment.
Record storage
We have added the Type as “Others” on top of Job, Contract and Letters (correspondence) selections and to rearrange the selection by placing Client or Customer on top of the selection.
This will speed up the task a lot. For internal documents, we do suggest that you can set up your own firm as one of the clients for record storage. Thanks to Sabrina of Union Alpha’s suggestion!
Also, we heard that Vince, the almighty know-it-all system manager of Cheng & Cheng CPA, is being admitted to the hospital temporarily. We miss him a lot and his intelligent suggestions and improvements to CPAnwhere (or MBAnywhere). Our hearts go to Vince and wish him well. Thanks for his insights and contributions for all these years. Get well soon!
xml Excel Report
We are going to add in the XML Excel reports to most of the standard as well as some custom reports.
This will help supervisors to better manage their work by being able to work under the familiar Excel environment.
Rule Based HRMS
Joseph, system implementation specialist of Fan, Chan & Co., CPA, has proposed a very good suggestion. He said that we should implement more rules so that we can leave the tough decisions to the system to handle.
For example, rules like all leave requests will need to be filed 5 days in advance and 2 days in advance for cancellation. Otherwise, people can call in to cancel an vacation time on signal 8 storm warning in order to shift the vacation to automatic time off.
As it concludes, we will put more of these kinds of rules under the company settings to avoid any unnecessary conflict.
Client Input File
We are working on using the Excel file to import and export client file information.
This is going to be a standard feature rather than the present custom data conversion task.
On the imTalk progress, we have already tested the speed in sending and receiving instant text messages using the imTalk.
We hope our users as well as the public can use the secured imTalk for their private “conversation” rather than using the unsecured US dominated communication platforms.
Scheduling
Thanks to Union Alpha CPA’s suggestion-
They had proposed a Scheduling Report which takes into account of the planned work schedule from the detailed budgeted time schedule per work procedure and the scheduled time off.
Since they have 4 offices located in Hong Kong, Beijing, Shanghai and Guangzhou, it makes a lot of sense to better manage the four offices’ manpower.
Privacy and Security
The Snowden case has taught us a lesson, that is we should not trust anyone, let it be Microsoft, Google, Amazon, or any other public domain to host your own data or to transact “conversation” through email, Whatsapp-like chat room or Skype-like communication channel.
You should have your own data in your own possession, at your own office or other secured location that you can trust.
As for our users, they have their own software program installed at their own server, data at their own location, security controlled at their own hand.
Now, we even offer our users their own “Whatsapp-like” communication channel for internal and external use.
Amended Invoice Copy
Thanks to K.C Oh & Co., CPA’s suggestion on pro-forma invoicing.
We are going to devise a way to store the generated invoice copies and their amended one in a specified store location.
Because we use the Microsoft Word format for invoicing, it allows user to any correction to wordings and format of the invoices.
By replacing the generated invoice copy with the amended one, one can always print out the latest version of the invoice.