Invoice Software - Office 365 Or Purchase Software Suite?
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@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
@gjacobse said in Invoice Software - Office 365 Or Purchase Software Suite?:
@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
@scottalanmiller said in Invoice Software - Office 365 Or Purchase Software Suite?:
@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
@Reid-Cooper said in Invoice Software - Office 365 Or Purchase Software Suite?:
What did you end up recommending?
I'm still leaning Invoice Ninja...still configuring it to be as close to our paper tickets as we can get it...
Didn't you have to submit the proposal already?
They have backed off a little especially since I've been needed every which way but loose on "Gremlin" issues yesterday and today...
It's nice when they give you some extra time - Gremlins are pain,..but the best ones are the internet issues like Level3 and TWC... Pass the buck,.. take a break... (yea,.. that THAT happens)
Invoice Ninja is off the radar...they wanted a little more robust reporting, or at least a neater "dump" that what it does...continuing my research.
What about dumping into Excel and making your own reports?
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@StrongBad said in Invoice Software - Office 365 Or Purchase Software Suite?:
@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
@gjacobse said in Invoice Software - Office 365 Or Purchase Software Suite?:
@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
@scottalanmiller said in Invoice Software - Office 365 Or Purchase Software Suite?:
@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
@Reid-Cooper said in Invoice Software - Office 365 Or Purchase Software Suite?:
What did you end up recommending?
I'm still leaning Invoice Ninja...still configuring it to be as close to our paper tickets as we can get it...
Didn't you have to submit the proposal already?
They have backed off a little especially since I've been needed every which way but loose on "Gremlin" issues yesterday and today...
It's nice when they give you some extra time - Gremlins are pain,..but the best ones are the internet issues like Level3 and TWC... Pass the buck,.. take a break... (yea,.. that THAT happens)
Invoice Ninja is off the radar...they wanted a little more robust reporting, or at least a neater "dump" that what it does...continuing my research.
What about dumping into Excel and making your own reports?
Always an option but they wanted the invoice users to be able to just run a report, print and go...I'd have to design an Excel Report to import the dump from Invoice Ninja...they wanted to clear my plate some...
But yes, that IS an option if I don't find anything else... -
You COULD make your own web reporting with it, as it is open. But that would be more of a pain. But certainly an option.
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We just released a PHP SDK which would enable you to easily load their data to generate custom reports.
https://github.com/invoiceninja/sdk-php
We're also working on a marketplace which would enable you to share/sell your report with other users.
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@StrongBad said in Invoice Software - Office 365 Or Purchase Software Suite?:
You COULD make your own web reporting with it, as it is open. But that would be more of a pain. But certainly an option.
@hillel369 said in Invoice Software - Office 365 Or Purchase Software Suite?:
We just released a PHP SDK which would enable you to easily load their data to generate custom reports.
https://github.com/invoiceninja/sdk-php
We're also working on a marketplace which would enable you to share/sell your report with other users.
Thanks for these tips...will consider them for sure...
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@hillel369 said in Invoice Software - Office 365 Or Purchase Software Suite?:
We just released a PHP SDK which would enable you to easily load their data to generate custom reports.
https://github.com/invoiceninja/sdk-php
We're also working on a marketplace which would enable you to share/sell your report with other users.
Awesome, and thanks for coming here to let us know.
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@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
@StrongBad said in Invoice Software - Office 365 Or Purchase Software Suite?:
You COULD make your own web reporting with it, as it is open. But that would be more of a pain. But certainly an option.
@hillel369 said in Invoice Software - Office 365 Or Purchase Software Suite?:
We just released a PHP SDK which would enable you to easily load their data to generate custom reports.
https://github.com/invoiceninja/sdk-php
We're also working on a marketplace which would enable you to share/sell your report with other users.
Thanks for these tips...will consider them for sure...
You will find almost no software that does what you want, like you want out of the box.
Reporting is honestly one of the "must customize" pieces of pretty much all accounting systems.
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@hillel369 Welcome to MangoLassi.it Please make sure to request a vendor tag. You can reach out to me if you have any questions.
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@hillel369 said in Invoice Software - Office 365 Or Purchase Software Suite?:
We just released a PHP SDK which would enable you to easily load their data to generate custom reports.
https://github.com/invoiceninja/sdk-php
We're also working on a marketplace which would enable you to share/sell your report with other users.
That's awesome. So glad to see Invoice Ninja jumping in here! Welcome to the community.
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@Minion-Queen Thanks, how do I go about getting a vendor tag?
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In the bar above go to groups (the group of people)
choose vendor
and the green box join group on the left hand side
And one of my team will approve it. That's it!
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@hillel369 said in Invoice Software - Office 365 Or Purchase Software Suite?:
@Minion-Queen Thanks, how do I go about getting a vendor tag?
You have been added to the group.
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@scottalanmiller Thanks!
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Update...
None of the solutions we tried (Invoice Ninja or Zoho) were good enough for the office manager. So they went ahead and looked at a developer. Couldn't do it fast enough and too expensive.
So almost full circle, they've contacted the person (retired, 72 year old man) who had my job before me since his background was Microsoft Office Development (VBA) to see if he can develop this. He called me and he politely sounded disinterested and wants to call this a collaboration project. And he wants to try to do this with Microsoft Office. He is old school. So it looks like this may be in Access.
So it is more or less back in my lap. And finally, management is showing interest to send me to some classes. But not sure where to start on classes.
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@garak0410 Sorry to hear our app didn't work for you.
If you let us know what was missing we'll try to help.
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@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
He is old school. So it looks like this may be in Access.
Don't use "old school" as a code name for incompetent. Using Access was just as bad twenty years ago as it is today. They wouldn't call him "old school" back then, he would have been dead weight long ago, too. Things haven't really changed. It's too common to conflate "the old way" with "being wrong", but that's not the case. It just seems old because people who try to do it today say "I used to do it that way, what's wrong with it", but that doesn't imply that it was good when they did it before, either.
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@scottalanmiller said in Invoice Software - Office 365 Or Purchase Software Suite?:
@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
He is old school. So it looks like this may be in Access.
Don't use "old school" as a code name for incompetent. Using Access was just as bad twenty years ago as it is today. They wouldn't call him "old school" back then, he would have been dead weight long ago, too. Things haven't really changed. It's too common to conflate "the old way" with "being wrong", but that's not the case. It just seems old because people who try to do it today say "I used to do it that way, what's wrong with it", but that doesn't imply that it was good when they did it before, either.
Agreed. I am about to go talk to my direct manager to get his thoughts. We need to move forward not backward. Might finally be my leverage to get some classes under my belt or to buckle down and hit my Lynda.com and Pluralsight memberships.
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@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
Update...
None of the solutions we tried (Invoice Ninja or Zoho) were good enough for the office manager. So they went ahead and looked at a developer. Couldn't do it fast enough and too expensive.
So almost full circle, they've contacted the person (retired, 72 year old man) who had my job before me since his background was Microsoft Office Development (VBA) to see if he can develop this. He called me and he politely sounded disinterested and wants to call this a collaboration project. And he wants to try to do this with Microsoft Office. He is old school. So it looks like this may be in Access.
So it is more or less back in my lap. And finally, management is showing interest to send me to some classes. But not sure where to start on classes.
Did you get any specifics on why they weren't good enough. I think that may be the first part of this before going any further. From the sounds of it this was a, "I don't want to change my processes so we need to make something to fit them." Kind of thing, it would probably be cheaper to replace the office manager, I'm half joking of course, then it would be to develop software to fit this persons wants. Rarely, although sometimes, does an SMB need custom built software. Especially when invoicing and billing such such well defined standards.
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@coliver said in Invoice Software - Office 365 Or Purchase Software Suite?:
@garak0410 said in Invoice Software - Office 365 Or Purchase Software Suite?:
Update...
None of the solutions we tried (Invoice Ninja or Zoho) were good enough for the office manager. So they went ahead and looked at a developer. Couldn't do it fast enough and too expensive.
So almost full circle, they've contacted the person (retired, 72 year old man) who had my job before me since his background was Microsoft Office Development (VBA) to see if he can develop this. He called me and he politely sounded disinterested and wants to call this a collaboration project. And he wants to try to do this with Microsoft Office. He is old school. So it looks like this may be in Access.
So it is more or less back in my lap. And finally, management is showing interest to send me to some classes. But not sure where to start on classes.
Did you get any specifics on why they weren't good enough. I think that may be the first part of this before going any further. From the sounds of it this was a, "I don't want to change my processes so we need to make something to fit them." Kind of thing.
Below is what our office manager has sent to potential developers:
Process We Have Now
Customer calls or comes in to order components.
The salesmen at the Metal Store hand-writes a sales ticket/invoice on pre-printed, multi-copy forms.
One copy goes to the shop to produce the material.
One copy comes to me with deposit payment.
Original copy goes to the customer when the material is picked up or delivered.What we want:
What I need is an invoice/ticket system that can replace the handwritten, pre-printed forms.
We need reports that are sorted by multiple fields and can be printed daily, monthly and yearly. The main report that we use now is sorted and selected by delivery date, but that report is manually input into a spreadsheet.
Sales tax needs to be able to change “on the fly”.
The actual invoice number needs to pre-populate in sequential order.
Want to pull from the customer table in Great Plains to populate customer info in this application.
Would like a databases of material pricing.
Must be able to apply payments to the invoice/ticket (notes not actual transactions)There are 3 guys that will be using the program at the Metal Store and we would like to be able to pull reports from our office. I suppose in the future, we would love to be able to shoot the ticket over to the shop or to our office, but we are not ready to make that change right now. We are good to use hard copies.
Would eventually want estimating abilities.
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All of that, except the Great Plains integration, is pretty standard. Great Plains, I think Microsoft has taken that over and now calls it Dynamics GP?, doesn't have any thing to do this? Again this is all pretty standard.
