16 December 2016

New Modules & Feature Releases

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1. Any retention is automatically calculated based on the retention value stipulated in the contract. The retention line displays on the job invoice and this value may be edited. Delete the line to auto recalculate the retention.
2. Retention Release claims are created from Billing – Retention Release. This allows releases to be claimed from the active Claim Schedule contract jobs, and creates the respective job invoice. Any editing required is from the Job Invoice screen.

Output Schedules

1. Schedules for standard outputs sell values are defined from the System Setup – Billing – Output Schedules menu. One or more output schedule may be associated to a job from the Job Maintenance – Output Schedules tab provided the schedule and job currencies match.
2. The list of recorded job outputs is available from Billing – Job Outputs, and the New button records new job outputs completed, but for this process only the approved output schedules are available to be selected.
3. Billing of job output is as usual from the Get Sales of Job Sales Invoice in Billing.

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1. Plant setup options are listed under the System Setup – Plant menu, including the Plant Items list and the various classification options.
2. Plant may be issued from various context:
   • Transactions – Plant Issue Batch Entry for bulk capture of plant issues
   • Timesheet – Plant Issue for timesheet individuals
   • Daily Diary – Time and Plant for diary users
3. The plant issue transactions are included in billing invoices as per job charge type. Unbatched plant issues from timesheet and Daily Diary must be explicitly batched using the Timesheets – Timesheet Entry – Batch Timesheets with the appropriate ‘Batch Type’.

Non-Inventory Stock

1. Basic stock setup options are listed under the System Setup – Stock menu, including the Stock Items list and the various classification options.
2. Non-inventory tracking stock issues is available from the Transactions – Stock Issue Batch Entry. Note, an inventory based stock feature is not currently available.
3. The stock issue transactions are included in billing invoices as per job charge type.

Jobs

1. Job Receipting Batch Entry is now available under Billing should your financial system not provide export of receipting data.

2. Job Financial List - The Job Financials List has been introduced to provides basic financial fields across jobs in a filterable list. It is accessible by toggling from the Jobs List or under the Lists menu.

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• Activities - An alternate breakdown of activities by user configurable Cost Categories is supported, managed from the Cost Category Maintenance screen. Any activities not explicitly assigned a Cost Category will list under the ‘[Undefined]’ cost category in any applicable aggregation.

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