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.
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.