Projects/Tax Depreciation Australia Pty Ltd (TDA)

Additions

active
Total logged
171h 15m
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0h 0m
Entries
64
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0
Time by team member
Team memberEntriesHours
Caleb Harvey64171h 15m
Recent time entries
Last 30
DateDescriptionWhoDurationStatus
25 Sept 2025- access to management type of changing franchisee responsibility - Make fee column visible to all - Make source and method fields mandatory to close jobCaleb Harvey1h 30minvoiced
24 Sept 2025- Changing calculation for previous job contacts to only pull through after checking if active users still. Take most recent jobs contact.Caleb Harvey1h 30minvoiced
23 Sept 2025- Meeting about webform request from BGL and where that was left off - add quote calc to employee view - add 'Tax Depreciation Estimate' to report type dropdown - if any emails sitting in review on job, stop completeCaleb Harvey4h 0minvoiced
22 Sept 2025- Changes to management reports based on feedback from DanCaleb Harvey1h 0minvoiced
19 Sept 2025- Create Management user security and apply to Lorena, Joshua, and franchisingCaleb Harvey2h 30minvoiced
18 Sept 2025- $0 stripe return call - assigned user button on franchisee screen to management - colour code emails in contact card - show webform as convertor, stop being able to change if converted job status exists, allow management/exec ovverideCaleb Harvey3h 0minvoiced
17 Sept 2025- Duplicate Jobs, new address form to stop duplicates from coming with better customisation - New design to add multi address and be much more user friendlyCaleb Harvey4h 30minvoiced
17 Sept 2025- Missing job number T69354, not possible to exist - Hide contact transfer request/showCaleb Harvey1h 30minvoiced
15 Sept 2025- Contact card request functionality and mini card functionalityCaleb Harvey2h 30minvoiced
15 Sept 2025- Manual RM assigning to Exec and Management onlyCaleb Harvey0h 45minvoiced
15 Sept 2025- Archived jobs to act deleted around systemCaleb Harvey0h 45minvoiced
12 Sept 2025- Create password pop-over that decrypts and displays password to exec onlyCaleb Harvey0h 45minvoiced
11 Sept 2025Credit Card Section - Create new fields on the franchisee table to house the encrypted card details and the last 4 digits of the card - Create a pop-over over the last 4 field where you can view the card details or update them - The update button opens a card with the entry fields - On submission, the last 4 digits of the card are stored in the last 4 field for display purposes - All details are run through an encryption to be stored as encrypted base 64 - When viewing the details, the fields decrypts them for display but this is not stored anywhere it is display only - Add copy buttons beside all details for the user to copy each one - SuccessCaleb Harvey2h 30minvoiced
11 Sept 2025Flag contacts being created outside Territory - Create a formula in test mode to mark the contact as being outside territory - In the script, trigger a dialogue to show where the user can input their message to request the contact from their territory - The contact will act as an outside territory contact until approved - Create the view on the contact card to approve the contacts request to transfer territories - When the approve button is hit, contact franchisee ID changes to the requesting site - If denied, a response message must be entered that is stored against the contact for the requesting territory to seeCaleb Harvey4h 45minvoiced
11 Sept 2025Mapping Functionality - Create a new key on google api menu to hit - Create a non-depricated mapping function to quicksearch for the mapping address being typed by user - Hit the new key in this code with success - Change the FileMaker script to handle the new data into the required fields - Update all address sections with this new functionalityCaleb Harvey3h 30minvoiced
10 Sept 2025Allow video creation inside communication template - Create a new portal similar to image portal to add a video attachment to and choose the video size - Create a function to upload the video to the server and return the URL and save against the attachment record - Create the formula to substitute in the html code with the video url against the label of text on the template surrounded by "??" "??" - Test this functionality, video not showing correctly - Update the html code through online webviewer until video shows correctly - Use this code in the substitute with successCaleb Harvey3h 30minvoiced
10 Sept 2025- Investigation into Martina Woodford missing contact - Email was in there under Dan WoodfordCaleb Harvey0h 15minvoiced
9 Sept 2025- investigation into customer request - "13 Bentham Place, Anna Bay, NSW, 2316" - report issued/job complete needs to be the status for referral paymentsCaleb Harvey1h 30minvoiced
8 Sept 2025- multiple jobs are in the system for the one owner, can we have these assigned to the same Relationship Manager, workflow coordinator, Tax Producer Valuer etc. - when a franchisee profile is made active, all contacts and jobs from referrers in area get assigned to franchisee - Can you add a new field in under 'Combined Fee' called Payment Terms and have two options: 1/ Prior to release of report 2/ 14 days.Caleb Harvey5h 0minvoiced
5 Sept 2025- Search bar for ownership - extra fields and active status on management screenCaleb Harvey2h 30minvoiced
4 Sept 2025Management report - Create new table to allow for new functionality of having SPF charge regardless of job count in each billing cycle - Create new print screen to display the contractual details of the direct debit followed by the jobs listedCaleb Harvey5h 0minvoiced
3 Sept 2025Management Screen Adjustments as per email from DanCaleb Harvey1h 30minvoiced
2 Sept 2025- Ready for production onwards auto defaults to the tda head office list - Phone number in webform footer to be dynamic to the territory assigned - Copy to to all webformsCaleb Harvey2h 0minvoiced
1 Sept 2025- Once a franchise has all green fields in the job card the job is to change status to 'Ready for Production'. We want a pop up to occur for the Franchisee to acknowledge that the jobs is ready for TDA Head Office to start preparing the job. If everything is green, flag to say these jobs are good move to ready for production. - Change rules for tax jobs to include RFI - 1st- Converted template when changing status - Allow Dan, Theo, Lorena, and M1 to ovveride status changeCaleb Harvey2h 0minvoiced
29 Aug 2025- only view franchisee category emails for templates fix cons jobs - BCC Franchisees into their report complete emails - strata plan is in relation to common being marked as yes change report fee to "Report Preperation Fee" - Edm tab on contact card at the communication section - Franchisee management screen to have amount of contactsCaleb Harvey3h 0minvoiced
26 Aug 2025- Referral fee 'Yes' if the job has been paid and the job status is set to 'Report Issued/Job Complete'. - valuer screen to view payments for themselves to be paid and history, tell dan formula - job pay formula updated to incorporate larger search - mass communication access to attachments for franchiseesCaleb Harvey2h 30minvoiced
22 Aug 2025Printer - Adding options on the contact profile to print the address, name and business nameCaleb Harvey2h 15minvoiced
22 Aug 2025Updating the calculation around jobs becoming convertedCaleb Harvey1h 0minvoiced
22 Aug 2025Updating Total employee reportCaleb Harvey3h 30minvoiced
21 Aug 2025- communication pdf ability for franchise management report - Field on contact card for Designation, Mobile number option, sub into signature - Add principle contact selection inside the franchise management page with designation details - franchisee templates added and category added to com templatesCaleb Harvey6h 30minvoiced
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