Current Date - 9/18/19 Demo done by Brandon Moore from adilas. These are the bullet points for the preview and demo of the special accounts feature. This feature has been primarily created by Eric Tauer, an independent adilas developer out of centeral Colorado. //////////////////////////////////////////// - Preview for special accounts - demo done on the local testing environment - These are for things like reward points, loyalty points, gift cards, in-store credit, etc. - Technically, they are a sub of the balance sheet and create some kind of a liability, assets, or equity - the most common is a liability - miniture accounts - kinda like a mini bank account - corp-wide settings for money types - need the Rewards/Loyalty turned on for carts - You can turn them on/off - You can name them - The first one that we are working on is the customer loyalty points special accounts - round two will be gift cards - round three will be other special accounts such as in-store credit, punch cards, etc. - Once they are setup, you can set and/or alter the rules - show/hide on receipt (invoice) - earning rate - exclude item categories - loyalty point dollar value - program start date - another way to turn things on/off based on the date - Permissions - id=59 basic invoice permission - able to view and look things up - no edits on special accounts - id=86 add/edit balance sheet items - used for editing and manual entries - id=76 manage corp info & permissions - used for corp-wide setup and rules - manual entries - have to have permissions to do manual entries - edits - histories - how it works in a cart - turned on/off - program start date - has to have a customer assigned to the cart - shows up in cart, printable cart, add payment page, and review cart - using reward/loyalty points, if available - show/hide on invoice - normal printable - mini invoice - custom invoices - corporations need to ask for these changes - customer log - view - drill-down to show details //////////////////////////////////////////// - target release date - 10/1/19 - still to do - tie-in to settings to show/hide on more invoice views (pdf, ecommerce, etc) - tie-in to invoices and payments made after the fact - tie-in to underlying balance sheet items and reports - code review - merging in branch with master code branch and resolving code conflicts - help files - review notes and project specs - clean-up and deployment to all servers - news and updates