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AN
Anthony
signed in · stub
Contacts/Bucket ListREC #921
BL

AccountActive
bucketlistdisabilityservices@gmail.comSuite 1/149 Ambleside Cct, Lakelands, New South Wales, 2282, Australia
TasksNew invoice
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Open A/R
AUD 0.00
0 open invoices
Unbilled WIP
2h 15m
3 time entries
Lifetime value
AUD 0.00
0 invoices all-time
Last touch
—
0 communications
OverviewPeople2Activity0Invoices0Projects1Details

Projects

1 total
  • Across Support - Onboarding

Tasks

0 open · 19 complete
  • Communications and Meetings
  • Company information setup - Get User to populate
  • Contact Creation
  • Create ARecord on TPP
  • Employee Creation
  • Import Awards - SCHADS, Nurses?
  • Import - Contacts
  • Import - Employees
  • Import - NDIS Pricing Arrangement
  • Initial Admin user setup
  • Initial Configuration - Default Progress notes, Leave windows etc
  • New File - Name Format: XS-CLIENTABBREVIATION
  • Provide Access to Client - Send XS Access Template to user
  • Roster creation
  • Schedule Server Script - Every Minute - 0:00 - 23:59 Daily, every minute
  • Schedule Server Script - Midnight Script - 0:01 Every Day
  • Service Booking Creation
  • Update URL Host on Developr Layout for Full calendar
  • User Creation - Get User to populate other users