Chart of accounts
We have greatly improved the speed in displaying the chart of accounts especially for companies that have 50,000 accounts to display.
Also, we have added the option of not displaying the system generated detail accounts such as AR, DR, TM, AD accounts.
The new format presentation looks like the actual balance sheet presentation.
Invoice Inquiry
Thanks to Vince of Cheng & Cheng CPA’s suggestion.
We are going to release the standard report on Real-time Invoice Inquiry on both the detailed and mobile versions.
However, there is a catch: be sure you set your security level enough to warrant only those who are authorized can see the reports.
What would happen if the June 4, 1989 event happens today?
The whole world, including the ones in China, would know it instantly through the mobile phone, including photo, video, sounds and comments.
That would stop any tyrants to do wrongs to their citizens!
Mobile communication is that powerful. Today, CPAnywhere also uses the mobile phone’s native apps (HTML5) to bring that to reality.
We are expanding of use of mobile phone features in many ways that are so convenient and so powerful that the world of virtual space between company and employee, employee to employee, employee to the public, public to public, and company to client or customer can all be communicated through this simple iTalk network.
If your company would like to get on the trial one, please call Aki or me for it. Believe me, it is that powerful!
“WhatsApp” for Workspace
We will be publishing a completely new function, the iTalk for Job assignment and other internal and external real time communication.
If you use WhatsApp, then you know.
It is like WhatsApp except that you have the complete control of it.
CRM + Prospect
Please start using the Prospect full functions.
Also, we have activated the DOC, CSR, EVENT, TIME on CRM. In the meantime, we are working on JOB that can directly enter DOC, EVENT, TIME and CRM functions.
Thanks for your suggestions!
Prospective client on mobile version
Thanks to K.C. Oh CPA-
He had suggested we should put the Prospective Client function on the phone version so that he can input, edit and make appointments, customer service record, add documents and use post-it for servicing new and potential clients anywhere.
Trial Balance rework
We are reworking the trial balance presentation by putting in the options to select whether to include the system generated accounts such as AR, DR, TM, AD.
Also, we have made the displaying order by using the usual asset, liability, equity, income and expense order as the default one.
Profitability report
We are rewriting the job profitability report to reflect the quoted price, actual invoiced amount, disbursement amount, who worked on the job and the number of hours worked and time cost to come up with a more realistic profit picture for users.
Balance sheet presentation and year-end closing
We are now refining the balance sheet presentation by inserting the options of whether to disclose the detail of the pre-defined accounts like AP, AR, AD, DR and TM.
This will make the statement more readable.
Also, we are finding a way to better manage the year-end closing procedure by allowing user to enter audit adjusting entries after closing.
Job Efficiency and Productivity Reports
We are in the middle of redoing the two important reports to reflect the main concern for all managers, that is whether the staff are performing efficiently and whether the job is profitable.
If you have any suggestion please let us know.