Perfect! Let's tackle Quotation and Purchase Order next.
Perfect! I've completed Quotation and Purchase Order with full multi-line support. Here's what's new:
Quotation:
Create a quotation for Digital Solutions Inc offering multiple services: website development for $5,000, mobile app development for $8,000, SEO package for $1,200, and ongoing maintenance for $300 monthly. Client is TechStart Corp. Include 15% VAT, valid for 30 days, with Net 30 payment terms.Purchase Order:
Create a purchase order for office supplies from OfficeMax: 20 ergonomic chairs at $150 each, 10 standing desks at $400 each, 5 laptops at $1,200 each, and 50 notebooks at $5 each. Delivery needed by next Friday. Include shipping address and 8% tax.All transaction documents now support realistic multi-line items just like real-world accounting documents!
Ready for Phase 2: Report Documents (Expense Report, P&L, Balance Sheet, Cash Flow)?
Excellent! Let's tackle Phase 2: Report Documents. These are more complex since they deal with multiple entries, categories, and financial breakdowns.
🎉 Phase 2 Complete: All Report Documents Now Support Multi-Line Categories!
Expense Report:
Create an expense report for Sarah Johnson from Marketing department for her business trip to Chicago from Jan 15-18, 2025. Include: flight $450, hotel for 3 nights at $120/night, client dinner $85, taxi rides $45, conference registration $300. All receipts attached except taxi rides.Profit & Loss Statement:
Create a P&L statement for TechStart Inc for Q4 2024. Revenue from: Product Sales $500K, Consulting $200K, Licensing $75K. COGS: Materials $180K, Labor $120K, Overhead $50K. Operating expenses: Salaries $200K, Rent $48K, Marketing $60K, Utilities $15K. Other income $10K, tax $45K.Balance Sheet:
Create a balance sheet for ABC Manufacturing as of Dec 31, 2024. Current assets: Cash $150K, Accounts Receivable $200K, Inventory $300K. Fixed assets: Equipment $500K, Building $800K, Vehicles $100K. Current liabilities: Accounts Payable $120K, Short-term loans $80K. Long-term: Mortgage $600K, Equipment loan $200K. Equity: Share capital $500K, Retained earnings $550K.Cash Flow Statement:
Create a cash flow statement for GrowthCorp for 2024. Operating: Sales receipts $800K, supplier payments $400K, salary payments $200K, tax payments $50K. Investing: Equipment purchase $300K, asset sale $100K. Financing: Bank loan $200K, loan repayment $150K, dividends paid $75K. Opening cash $100K.All report documents now support realistic multi-category breakdowns just like real-world financial statements!
Ready for Phase 3: Final Document Types (Bank Reconciliation & Tax Return)?