What's New - March 11, 2024

Option to exclude units and rate on POs

What is it?

Users can now exclude Units and Rate details on Purchase Orders.  A new Layout option titled Line Items has been added for POs. Just like the Estimate layout of the same name, this option suppresses the Units and Rates columns on the document.

Why does it matter? 

This option provides a cleaner and simplified  format for PO line items with a flat rate. 

How does it work?

1. Navigate to Jobs > Purchase Orders.
2. On the Purchase Order form,  choose the layout field and select either Line Items or Line Items with Units and Rates.   Note: The PO layout defaults to the last Purchase Order created within the same office. 

Estimate version number on Client Job Invoices and Accrued Revenue landing pages

What is it?

The Client Job Invoices and Accrued Revenue landing pages now include the Estimate Version Number.  This makes it easier to identify the Estimate version associated with billing and accrual transactions listed. 

Why does it matter?

Including the Estimate Version Number on these pages and export files provides more detailed insight and improved tracking of client invoices and accruals down to the Estimate level. 

How does it work?

For the Search Client Job Invoices Screen:

1. Navigate to Accounting > Receivables > Client Job Invoices
2. Click on the Layout button on the top right of the page. Select and move the placement of the Estimate Version No  column, then press Save. 
3. The Estimate Version No. should now be visible on the Search Client Job Invoices page. This column has also been included in the List Exports from this page. 

For the Accrued Revenue Screen:

1. Navigate to Accounting > Revenue Tools > Accrued Revenue
2. Click on the Layout button on the top right of the page. Select and move the placement of the Estimate Version No  column, then press Save. 
3. The Estimate Version No. should now be visible. This column has also been included in the List Exports from this page. On the Excel export, it is positioned to the right of the Job Type column. 

Enhanced reporting for client summary invoices

What is it?

A client summary invoice allows you to combine multiple invoices and automatically creates a cover page with a list of invoices included.  We enhanced the functionality 

• • A List Export link has been added to the Client Summary Invoice page, providing users with an Excel output of all summary invoices and related invoices. 
  • The Receivables Aging Report Excel export now includes a column for Summary Invoice No. 

Why does it matter? 

While summary invoices do not make financial postings, these reporting enhancements provide users with a more streamlined way of managing and tracking details about the individual invoices that are part of a summary invoice. 

How does it work?

• • Navigate to Accounting>Receivables>Client Summary Invoices and click the List Export link.  For steps on creating a summary invoice, click here.  
    
    
  • Access the Receivables Aging Report from Accounting>Receivables>Receivables Reports. The Summary Invoice No. column appears next to the Invoice No. on the Excel version of the report. Note: This new column does not appear when the report is generated with Client Totals Only.

Additional control for nominated approvers

What is it?

The Nominated Approver list on the Supplier Invoice form and other transactions are now filtered based on users who have approval rights for the specific transaction. Before this release, any employee can be nominated as an approver. 

Why does it matter?

• Improved efficiency: By filtering the list to include only eligible managers, the process of selecting a nominated approver becomes faster and more straightforward.
• Enhanced security: Ensures that only employees with the necessary approval rights can be nominated as approvers, adding an extra layer of security and compliance to the transaction approval process.
• Increased clarity: Reduces confusion by preventing the selection of employees who do not have the appropriate approval rights, ensuring that approvals are handled by the right personnel.

How does it work?

The system now checks the User Access Group (UAG) of employees to determine if they have access to the Supplier Invoice Approval or similar permissions relevant to the transaction type. The Nominated Approver list on forms will dynamically adjust to include only those employees whose UAG grants them Full Access or My Data Only permissions. Employees with Read Only access, or no access, will not be included in the approver list.