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Accts-Receiveable-Setup

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  • Re: Accts-Receiveable-Setup
    @Kirk DaCosta I have updated the schedule to include a column J to use for targeting completion of the backlog regarding the balances.  The timelines are subject to the availability of @Yamini Gupta Singh and the rest of the team but I am hoping we can finish by mid July.
    @Yamini Gupta Singh can you confirm the number of hours available for you to dedicate next week?
    by Aleisha Bailey - 12:17 - 28 May 2020
  • Re: Accts-Receiveable-Setup

    Noted

    by Monische Edwards - 12:26 - 22 May 2020
  • Tracking Sheet updated with Rough Balances for Unmatched Customers
    @Aleisha Bailey - 

    Please see https://docs.google.com/spreadsheets/d/1IL1UlQV8tAqoD5JnXMxn55VfZk2ybJXc/edit#gid=1968675311

    I have updated the tracking sheet with the 2019 and Jan 2020 invoice totals for Peachtree customers not matched to a customer in Odoo.

    Note also that, as requested, the spreadsheet also contains the number of transactions for each customer for 2019 and Jan 2020 respectively on the vlookup tabs that drive the report - 
    Jan 2020 Balances for Unmatched Customers and 2019 Balances for Unmatched Customers in the same workbook.

    The Burndown chart is now populated and I can set up time with @Monische Edwards to get the status of each customer updated.
    by Kirk DaCosta - 11:58 - 21 May 2020
  • Plan and Complete the AR setup process

    All, 

    I have asked @Aleisha Bailey  to put together a plan for completing the cutover of Accounts Receivable from Peachtree to Odoo

    @Yamini Gupta Singh, @Monische Edwards  - We will be setting up some time for you to work with Aleisha for her to assess the current state of our A/R book.  From there, we'll develop a project plan with timeline, budget and milestones to get from where we are to complete, then continuously improving.

    Going forward, let's correspond here on these activities related to AR, and please welcome Aleisha to the team!

    by Kirk DaCosta - 03:22 - 20 May 2020