This is another
event. As you can see, I didn't share this event with Lisa because
I would like to keep this particular event private
to myself only.
This particular
event keeps track of the communication and
work done by me for a client about their
home improvements.
I like the idea that
I can easily keep track of my expenses by
using the Amount field in the
event.
As you can see, I
have entered an amount for $500.00 for the
event to account for the procurement of
materials for the Home Improvement project
for this client.
I can easily account
for reimbursement by enter a negative
amount in a separate event.
I can later get a tally
of all the expenses or reimbursements
for this project by filtering for all events
for this project at the regular List
view. OIA will automatically
give me a tally for the project.
I don't see this event in my
OIA. Eric is doing this
Home Improvement project himself.
I can also do the same
thing - create my own client accounts and not share with anyone.
Eric will not
be able to see my events or project unless I
had expressly shared them with him.