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Software Downunder Newsletter Oct '10
www.softwaredownunder.com.au
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Dear
How would you like to have your 'wish list' taken into account when we design the section of Workamajig that gets the most requests for customisation? We are looking for volunteers to help us Beta our new Invoice/Estimate designer.
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New Features
(To prove our geeks have been toiling in the background)
Projects
When you convert an opportunity to a project, any files attached to
the opportunity will now be copied over to the root directory of the projects digital assets folder.
Accounts
There are now new screens for :
-new payments,
-new receipts,
-new journal entry
all with the ability to schedule recurring entries.
Contact Management
When meeting notifications are sent out, the link now allows a person to respond regardless if they have a user ID in the system. The link now takes them directly to the response screen even if they are not logged in or can't log in.
Mobile
We have added project requests to the mobile site. so you can now edit and create requests from mobile devices.
Purchasing
We have added a new filter to the Select Invoices for Payment screen. You can now filter invoices to find only the ones that have been posted.
Reporting
We have added new customisable bucket periods to the AR Aging, AP Aging and Client Statements. So, if you don't want the typical 30/60/90 days, you can change it to whatever you like.
The excel financials tool has been enhanced to allow you to now report off of the cash basis ledger. This allows you to create custom financial statements on a cash basis. You will need to download a new copy of the excel template to get the new function calls. That is located at http://(your site)/reports/excelFinancials.xls.
The billing worksheet report has been enhanced to show more information when summarised by Task or Item.
Production
In estimating, in the service rates window where you can select the services for the estimate, you can now adjust all the rates by selecting a rate sheet or entering a percentage
(+/-) to adjust the rates.
This allows you to create an estimate, copy it, adjust the rates and compare profitability of the two estimates quickly.
In a Task and Service estimate, we have added a summary of the expenses and total gross on each task.
We have created a new function in estimating where you can now pull the estimated labor hours into the estimate from the allocated hours on the schedule. So, now you can allocate people to a task (or placeholder people) and based on their default service, the system will be able to pull in the hours to create Task, Task and Person, or Task and Service estimates. This will help eliminate the double entry required to create an estimate and then allocate out the hours.
When in your estimate, send off for your own supplier quote directly from within your estimate and then, once approved, raise a PO from here also and track the Quote & PO numbers at the bottom.
Everybody
You can now sync your calendars with Google's Calendar!
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LABS Queries
For your input regarding LABS, please include " LABS" and your "Company name" in the Subject line of your email and send it to support@workamajig.com. This will allow us to better help you and your team. Remember, your feedback is what will helps to shape the future, so keep it coming!
Needing help with any aspects of your Workamajig?
Book a training session for yourself, or any of your team or new staff, for areas of Workamajig that you feel are not yet being used to full effect.
Rondelle Taylor: Ph 0449 169 411
support@softwaredownunder.com.au
www.softwaredownunder.com.au |
Quote of the Month
"The world leaders in innovation and creativity will also be world leaders in everything else."
Harold R McAlindon
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Tip of the Month
Don't forget to make full use of templates to speed up entering a new project or estimate. Label them clearly for easy ID'ing.
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To all of you who have passed on new contacts, much of our business comes from word of mouth referrals, so thank you for recommending us.
As some of you have realised, it is often preferable to schedule new employees for a training session with a Workamajig consultant. This means 'bad habits' are not passed on and the new user gets the most out of the system for their particular role.
If we can assist with any more information or training with Workamajig please contact us to schedule a session.
Email all helpdesk queries to:
support@softwaredownunder.com.au
Please include as much detail as possible to enable a speedy response.
Sincerely, |
Rondelle Taylor
Software Downunder
www.softwaredownunder.com.au
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| About
Us
Our director, Rondelle
Taylor, has had ten years experience as the financial controller of a medium sized
agency, handling a wide variety of project types and sizes.
Recognising the problems of not having an adequate system
for project management and profit tracking, and the need for the integration of
separate systems (excel, word, and myob etc.) led to the current consultancy
role.
Maintaining a detailed analysis of available software
solutions enables Software Downunder to recommend a system to best fit your
needs.
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