Tax Depreciation Australia Pty Ltd (TDA)/New invoice

Generate invoice — Tax Depreciation Australia Pty Ltd (TDA)

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21 entries · 68h 15m total
DateProjectDescriptionDuration
4 Aug 2026Caleb Timegenerate recent and pending tasks assigned to employees using job status table, analytics dashboard, daily director summary report, ensure calculator is ready for both types, go through job process, change formatting of task screen to allign better. start of rfi form and checkout and add configuration to show only required fields, ensure job id is mapped to url so the existing links will still work, add in configuration for a stripe key per franchise and ho has val and tax4h
4 Aug 2026Caleb Timetda run through reports and finalising, build out kpis, fix left hand layout, add licence fee column to franchise report, ensure valuations is fortnightly, add rules to ensure franchise termination date assigns all pending jobs back to head officd, removes them from reporting, and assigns contacts to head office, keeps them archived in back end for historic records4h
3 Aug 2026Caleb TimeTDA 2.0 building out report functionality5h 30m
3 Aug 2026Caleb TimeFinalise the marketing flow by removing email duplicate contacts and fixing the. merge field functionality3h
31 July 2026Caleb Timetda claude prompting8h
23 July 2026Caleb Timetda mapping7h
22 July 2026Caleb Timebuilding data import structure into tda6h
21 July 2026Caleb Timeall vals from report issues from head office of all time1h
21 July 2026Caleb TimeTDA adding connection llinks for apis, 1h
16 July 2026Defaultquestions answering ai around field mapping for fees and commissions1h
15 July 2026Defaultmore tda naswers - tasks types and automation protocols45m
15 July 2026DefaultTDA reviewing option document from claud and discussing/answering alongside Scott1h 30m
13 July 2026Defaultpaid quotes since 7th export for Terry30m
9 July 2026Defaulttda mapping new privieege set model via tags for new system1h
9 July 2026Defaulttda calculations for vlauation and answering claud questions about calculator1h 30m
8 July 2026DefaultTDA Calculations for quote calculator tax depreciation interpreted into documenation for claud2h 30m
7 July 2026DefaultTDA exporting for marketing45m
3 July 2026Design Phase- Mapping all job, contact and communication workflow fields from TDA that are relevant to transfer into new system - Creating design documentation surrounding design sent through from Lorena and approved by Theo5h
21 Apr 2026Other Indexed FunctionalityImplementing Speed List into Jobs Table for testing purposes4h 30m
20 May 2025Indexed contacts databaseInstallation of indexed database framework, parsing of data from ODATA to cache and connection to AG grid library. Creation and testing of sync workflow.6h 15m
20 May 2025Indexed contacts databaseOptimisation of contacts table, removing string fields, unnecessary indexes and cleansing of broken characters.3h 30m