Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

Feature Revisions

Administration

  1. Email Templates
    1. Specific email templates have been added for Job Invoice, Job Claims, and Purchase Order. Each template support narrative for the email subject and body with support for predefined tokens to support replacement with data in the narrative.

Billing

  1. Get Sales
    1. Written-off transactions can now be uninvoiced into a deferred state.
    2. Detailed filter options have been added for Line Type with each criteris showing the abbreviation and description, and a new Reference text filter.
    3. The Billed Transactions tab now has the same columns as the Unbilled Transactions tab, and Workcentre, Qty, Rate and Details are now editable.
    4. The editable Details field on all tabs now uses a multiline text input for ease of editing.
    5. The Unbilled Transactions, Billed Transactions and Summary are now presented as tabs rather than page sections.
    6. The Summary tab now shows by Work Centre or Sales Code as specified on Charge Type. Previously the summary was limited to Sales Code.
  2. Job Enquiry
    1. Workcentre has been added to the grid view on the Orders tab.
  3. Job Invoice
    1. The Rate or Value on Job Sales Invoice is now editable for input / output derived lines, and this triggers the pro-rata mechanism through the underlying job transactions.
  4. Job Invoice List
    1. The Invoice Title column has been added, and list totals provided for currency values.
  5. Job Sales Invoice
    1. The 'Email To' field when sending a job invoice now prepopulates based on the invoice billing contact details.

Company 

  1. Company Details 
    1. Navigating from Company Details popup Attributes tab Category field ellipsis Maintain option now displays the 'Group Category List' screen results filtered by Type as 'Company' for ease of use.

General 

  1. Filters 
    1. A Reset option has been added to Apply Filter to restore the original filters. This is available across all screens.
  2. Keyboard shortcuts
    1. Generic keyboard shortcuts have been added to all screens to support users that prefer keyboard based navigation.

• CTRL + M – Search a menu item
• CTRL + I – Inserts a new object or a line on editable grids. Allows you to create Timesheets, Expense claims and etc. 
• CTRL + S – Saves dialogs or forms
• CTRL + B – Navigates back to a previous screen if back button is presented
• CTRL + X – Closes dialog
• CTRL + > – Navigates to next timesheet
• CTRL + < – Navigates to prev timesheet
• CTRL + A – Apply filter and focus on first input element
• CTRL + G – focuses on a grid line
• CTRL + 1, 2 … 9 – navigates between tables on a dialog (i.e. Companies, Jobs) or lines on a grid
• CTRL + P – Shows workbench report dialog if Print button is presented
• CTRL + D – mark editable record as deleted

Job Costing 

  1. Claim Schedule Detail

    1. On the creation of a new Claim Schedule, the currency now defaults to the underlying job currency.
  2. Job Maintenance 
    1. Setting the Finalised Date on a job when no Closed date is specified now auto sets the Closed date to the same. This rule is also applied elsewhere where these dates are editable i.e. job invoice screens.

Leave Management 

  1. Leave Request 
    1. The Leave Type code and description have been added to the leave request emails.

Reporting

  1. Report Detail 
    1. A Reset button has been added to the Reports Customise popup to enable restoring the report filters to original state.

.

  • No labels