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- Server setup that allows remote access to one or more company files, using one or more of our several login IDs (we have three "licenses", whether that constrains N-of-usernames or N-of-simultaneous server connections or what, I am not sure.) DONE
- Company File setup that makes sense for us.
- PC Service and DCAD are separate companies; DeptServices is either with DCAD or just like DCAD.
- DCAD's company type is Consulting. PC Service is maintenance and repair, whatever QB calls it.
- Company chart of accounts has ones named for corresponding SAP g/ls -- Cost of Goods Sold, Revenue, etc. w/ their numbers.
- Items are created that we can later bill for. Items are set to bill against the SAP-emulating Accounts in QB.
- Invoices are built from Items. Can be emailed to the client.
- Common Client List built from MIT DLC Level 3 Organizational Hierarchy
- Custom fields in the client data structure for cost object and g/l account --> to drive JVupload file export
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