2014-09-09 Meeting notes : Suite Volunteer | Juma Ventures

Owned by Anonymous
Sept 29, 2014

Date

Attendees

    • NetSuite: EJ, JM, Bruce

    • JUMA: Michael

Goals

  • Expense Report and Credit Card

Discussion items

TimeItemWhoNotes
45 mins.Expense Report / Credit CardEJ
  • Expense report was discussed and Income expense report was customized to show the name by adding the “entitiy” in the expense report column
  • Cr Card used was discussed and agreed that they will just be using the JE to record the expense of employees
15 mins.Custom Journal Entry Transaction FieldJM
  • A JE was customized adding the entity in the transaction body field

Action items

  • Discussed some customization on the vendor bill
  • Michael to prepare some questions for the next topic