I’m in the middle of some retrospective development that reverses selected payments received against invoices to meet a client’s requirements. This is tricky as it involves client, orders, invoices, transactions and cash allocation tables, which I needed to map out visually before embarking on any script work.
For this I’d normally use Concepts on my iPad Pro, or One Note, which is how we share our development notes on current projects using our Microsoft 365 accounts. However, once the work has been completed, I won’t need to do any further editing on the diagram so thought I’d try Freeform that was released for macOS and IOS in December. This has turned out to be very handy, although I could have replicated the work using OneNote.
My initial screenshots of excerpts from the scripts were carried out on my MacBook Pro, as were some ovals highlighting areas to focus on. Then, on the iPad I could jot down notes and scribbles with my Apple Pencil. If configured to do so within iCloud, each device is updated as editing takes place.
Finally, I exported this as a PDF (standard feature), which I’ve attached as an example.
There are a few criticisms: it is very easy to move an object when navigating around the board particularly in iPadOS, although an easy to reach ‘undo’ button reverts this and, as yet, I’ve not managed to do any selecting or moving with the pencil, as it only appears to edit. I haven’t looked for a setting to see if this can be configured and currently have to use my finger for this.
I’ll definitely be using this again and wondered whether anyone else is doing so, and if so, can add any useful tips here?
Payment procedure Example.pdf (1.5 MB)