16 December 2016
New
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Functions
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Contracts
Contracts have been introduced. A contract may be created with a manual job in the Job Wizard, or post job creation with ‘New Contract’ from Job Maintenance. On saving the base contract, supplementary contract tabs become available.
A contract applies to the job on which it is created and any sub jobs; and the ‘New Contract’ button will subsequently be hidden.
The Contract Enquiry view is accessed from the ellipsis menu of the Job List, and you are prompted with the parent job contract if accessing from a contract sub job, or presented with an error message if no contract exists.
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Job Receipting Batch Entry is now available under Billing should your financial system not provide export of receipting data.
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.
Feature Revisions
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Companies
- Company Details - Inactive people on the Company Details - People tab are now recognizable by the 'Inactive' indicator. Inactive people are also indicated on selection by being displayed with a '(Inactive)' suffix to their name.
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