Archives
Accts-Receiveable-Setup
[email protected]
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Re: Accts-Receiveable-Setup
I will give you a better update later on today
by Monische Edwards - 01:01 - 18 Jun 2020 -
Re: Accts-Receiveable-Setup
I am still working on the list to complete validating invoices
by Monische Edwards - 01:01 - 18 Jun 2020 -
Re: Accts-Receiveable-Setup
@Monische Edwards If we've got the resolution we need for 2019/ Jan 2020 customers, we can stop here for customer clean up. we'll start another activity, again in some priority order, to do the customer contact cleanup.
by Kirk DaCosta - 11:18 - 18 Jun 2020 -
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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 -
maybe that's set by each person, I will review your settings
by Kirk DaCosta - 09:21 - 8 Feb 2020 -
OK
by Kirk DaCosta - 09:21 - 8 Feb 2020 -
It was in sales order had to cancel and set to quotation to edit.
by Lisa-Ann Malcolm - 12:48 - 5 Feb 2020 -
Had the order been invoiced already?
by Kirk DaCosta - 11:41 - 5 Feb 2020 -
I looked at it, but it was already set to allow updates
by Kirk DaCosta - 11:41 - 5 Feb 2020 -
Please let me know if this setting can be changed.
by Lisa-Ann Malcolm - 08:48 - 3 Feb 2020 -
I think it's possible to change a setting so orders can be changed. I'll check
by Kirk DaCosta - 08:01 - 3 Feb 2020 -
Ok
by Kirk DaCosta - 08:00 - 3 Feb 2020 -
Having difficulty editing and modifying the orders because they are in sales order mode and not quotation 😭
by Lisa-Ann Malcolm - 03:56 - 3 Feb 2020 -
Re: Accts-Receiveable-Setup
if we can get reports of those, maybe @Ashish Rana and team can key them into Odoo for you and we can start to manage them here.
by Kirk DaCosta - 02:22 - 26 Jan 2020 -
@Pauline Segree - is there a report you can run in peachtree that shows what outstanding invoices are there that you need to collect for? What about customer balances?
by Kirk DaCosta - 02:21 - 26 Jan 2020