what’s new & what’s coming dawn mihelich what’s new in a/p easy a/p check ach payments to...

What’s New & What’s ComingDawn Mihelich

What’s New in A/P

• Easy A/P Check• ACH Payments to Vendors• Edit A/P Distribution Layout

You may now quickly print a check. Previously you had to enter a prepaid

invoice.

1

Easy A/P Check• Control File “General” Tab

You may now set up vendors to be paid by ACH. A file will be created much like

the payroll direct deposit file.

2

ACH Payments to Vendors• Vendor Record “Direct Payments” Tab

You may now rearrange the order of the distribution area of the Invoice Entry

screen. Each user can set up the screen to his or her preference.

3

Edit A/P Distribution Layout• A/P Invoice Entry Change Layout Icon

What’s New in A/R

• New AIA Format • Custom Tab Order• Copy Budget/Import AIA Billing Items

A new format allows you to customize some G702/G703 items. You may add a company

logo, adjust margins and add comments.

1

New AIA Format• Add/Edit AIA List “Criteria” Tab

You may now set up a custom tab order when entering invoices. This will allow you to skip over fields that are not relevant.

2

A/R Custom Tab Order• A/R Invoice Entry Tab Order Icon

You may now copy budgets from job setup to create your schedule of value line items. You may also import the items from an

Excel spreadsheet.

3

Copy Budget/Import Items• Add/Edit AIA “Billing” Tab Buttons

What’s New in P/R

• Rate/Employment History • Recurring Timecards• Undo Timecard Purge • New “Extended” Check Format

A new “History” tab on the Employee Record allows you to track more than the last date of change. You

may record rate changes with effective dates as well as hired, terminated and rehired history.

1

Employment/Rate History• Employee Record History Tab

Recurring timecards allow you to automatically generate timecards for pay types such as salary or per diem.

Control File setup must be completed to enable this feature as well as additional employee setup.

2

Recurring Timecards• P/R Controls General & Payment Groups

Recurring Timecards Cont.• P/R Controls & Employee “Recurring” Tabs

The Undo Timecard Purge feature will allow you to recover timecards that have been purged so you can use them for corrections. The system

will store backups of the last 10 purges.

3

Undo Timecard Purge• P/R Control Timecard P/R Purge Timecards

A new check format has been added that allows for more detail to appear on the stub. The new format

requires a different check design with the check face at the bottom instead of the middle.

4

New Check Format• P/R Controls “Checks” Tab

New Check Contd• P/R Daily Print Checks

What’s New in J/C

• Estimated Cost to Complete • User Defined Sorts• Show Union Label as Certified P/R

A new field has been added to cost classes on the “Job Budgets” tab. This allows you to manually enter an estimated cost to complete. These entries can be

used in custom J/C Activity Reports.

1

J/C Est. Cost to Complete• J/C Controls “J/C 1” Tab and Job “Budget” Tab

User Defined Sorts can be used to create custom sorting categories for many J/C

Reports. UDS are defined under J/C Maintenance and are to Job Records.

2

J/C User Defined Sorts• J/C Maintenance Job “Addl 2” Tab

A new checkbox has been added to the J/C Control File. When enabled, the “Union” tab of

the Job Record will be renamed as Certified P/R, as well as several fields on the tab.

3

Show Label as Certified P/R• J/C Control “General” Tab and Job Maintenance

What’s New in P/S

• Dropdown Filtering Options• Import Custom Forms • Require PO/Sub Approval

There is a new control file option that allows you to filter the PO/Sub dropdown list. This

will allow you to hide closed items when searching.

1

Filter P/S Dropdown List• Dropdown Control

A new PO/CO Template Editor has been added. The editor allows you to import a

form to use for Purchase Orders or Subcontracts.

2

P/S Daily Custom Forms• PO/CO Template Editor

Purchase Orders and Subcontracts can now be set to require approval on a user-by-user basis. A checkbox

on the “Users” tab of Company Security determines if that user can only enter “pending” items. Other users

can change the setting to “approved.”

3

Require PO/Sub Approval• Company Security “Users” Tab

What Else is New

• Copy Records Feature• E-mail Record Additions• Print to PDF Options• New Genies and Template Designers• UDF Dropdown Lists

A new Copy Record feature has been added for A/P Invoices, Departments and Employees. To use this

feature, click the [Copy From] button and select the record you would like to copy from the dropdown

menu.

1

A/P Lien Waivers, A/R Invoices and Statements, PO/Subs ,P/S Change Orders and T/M Billings can now be e-mailed. In addition, D/I attachments to e-mailed P/M documents will be automatically included.

2

A new “PDF” tab is now available on most reports. Users must first enable the Show PDF Tab on Reports checkbox on the System

Control File. In addition, a Print to PDF feature has been added to the Company Security window. When enabled, clicking the [Print] button will automatically convert the document/report to a PDF

file, including checks.

3

Print to PDF Options• System Controls Company Security

New Form Genies have been added for A/P Lien Waivers, J/C Change Order Importing and J/C Change Orders in addition to the previously mentioned AIA Item Import Genie. In addition, custom forms can be imported for

P/M forms in the same manner as PO/Subs.

4

User Defined dropdown menus can now be added as UDF fields from which you can make selections instead of typing

information into the field. To create a UDF dropdown, select System, Other User Defined Fields, and select the table you

want to add the dropdown menu to, select “Dropdown List” as the type, and create the custom list of options.

5

User Defined Dropdowns• System/Other UDF Menu

What’s Coming

• A/P – Ability to enter EFT as “Prepaid”• I/N – New PO/Vendor History Reports• P/R – Ability to reprint paycheck• S/D – New Report Genie• Tools – Ability to copy security settings from User• Type ahead by name instead of number

Thank You!