New Features in Version 17.0 (January 2017)

General Enhancements

•In all data entry screens where Job and Cost Codes can be entered, it is now possible to enter a Job, a Cost Code, AND an optional Change Order. This means that costs can be assigned directly to a Change Order for cost tracking purposes.

•All “Insert” buttons have been renamed “Add” buttons.

•For the sake of consistency, when JobView presents a “prompt” with “Yes” and “No” buttons, the “Yes” button is now listed first. The default button may be either Yes or No, depending on the more likely choice.

•On the GL Summary of Posting report, the Amount and running Subtotal columns have been replaced with Debit and Credit columns, with Totals at the bottom of the report. Of course, the Debit and Credit totals will match. If not, a warning would have come to screen about an Out of Balance Posting.

•Commas have been added to all numeric fields on reports.

•It is now possible to add colored header lines to all reports. The setting is found under the top toolbar: Setup>Preferences. A standard set of colors is available or a custom color may be selected.

•The Company ID has been added to the main title bar and the status bar at the bottom of the window.

Job Costing

•A new system setting allows job costs to be charged either to the “Base” budget or directly to a “Change Order.”

•The Complete Job Cost Analysis report can now print Change Orders in a separate section. The report will include a Subtotal for Base Costs, and a Subtotal for all Change Orders

•A new Job Cost Analysis report has been added that that is grouped by Billing Phase, showing the Contract Price and Billed to Date on that phase, as well as the costs on all the codes associated with that phase.

•When Billing Phases are imported, if the Unit Price is not imported, but a Quantity is, the import process calculates and enters the Unit Price.

•The Job Cost Analysis reports can now be filtered by Invoice/Timesheet Paid Date.

•If a Subcontract is projected to go over budget, the Complete Job Cost Analysis report, now prints the Projected Cost instead of printing “OVER” in the Projected Cost column.

•A new estimated completion cost method has been added. This method is called “User enters extra anticipated costs.”

•When a customer is assigned to a job in Job Setup, JobView now auto-fills the Contact field with the Customer Contact.

•In the Job Setup browse window, a State column has been added.

•A new Job Cost Detail Listing format has been added titled “Job Cost & Billing Detail.” This report sorts cost detail by Base Costs versus Change Orders, then by Cost Code. There are separate columns for each cost type and a column for Billings.

•In Automatic Job Billing setup, there is a choice to use Billing Phases or not. If Billing Phases are not used, job-wide Billing Markups by Cost Type can be set up.

•The Auto Job Billing setup now has a Billing Craft table that specifies how much per hour the Auto Job Billing will charge for each craft in the table. During the Auto Job Billing process, JobView will look up the employee’s Billing Craft Code and use the billing rate from that craft code in this job’s Billing Craft table. In order to use this new feature, simply select “Billing Craft” for the “L”abor cost type as the Billing Method by Code Type.

Accounts Payable

•An Invoice may be selected for multiple partial payments in the same check run.

•It is now possible to search for Invoices by Job in Payment Selection.

•The Job Name and Cost Code Description are now displayed in the invoice line item list box in Invoice Entry.

•JobView now prints on QuickBooks check stock (format 9029), for those with a supply of those checks.

General Ledger

•The printed Financial Statement now has more logical indentation of the heading and totaling lines.

•Multi Company Financial Statements now include Date & Time stamps.

•The GL Check Register screen may be viewed in a format that looks like a “traditional” check register by clicking a new button found on the Print Check Register report browse window.

Accounts Receivable

•During the Auto Job Billing process, JobView can now bill employee time according to a Billing Craft table specific to that job. See the Job Costing and Payroll sections of this update document for more details on how to set this up.

•In Auto Job Billing, it is now possible to group the Invoice Line Items by Cost Type then by Cost Code, with subtotals for each Cost Type.

•In Auto Job Billing, it is now possible to specify whether Invoice Line Items should be Taxable.

•It is now possible to “tag” multiple jobs in the Draw Request browse window and print a Draw Request for multiple jobs at the same time.

•When generating a Billing from a Draw Request, a new option allows entry of an Invoice Number.

•The Invoice Number is now printed on the Draw Request Cover Sheet.

•The Draw Continuation Sheet has been improved so that the Item and Percent Complete columns are wider, and all column headings are centered to make them easier to read.

•When editing a Draw line item, the Billing Phase Number for the scheduled value is now displayed in the window title bar.

•When adding a new Customer, it is now possible to select a new Customer Number from a list of missing numbers (the same option is available when adding a new Vendor).

•A new Search function has been added to the History tab in AR Customer Entry.

•On the History tab in Customer Entry, a new section has been added for Lien Releases. It is now possible to create, print, and track Lien Release Forms to customers.

Payroll

•A new dictionary of Billing Craft Codes can be maintained from the Payroll menu. Each employee can be assigned a default Billing Craft Code in their Employee Record.

•In Setup > Payroll Options > Accounts & Accrual Distribution, it is now possible to designate separate accounts for Vacation, Sick Pay, and Pension. This allows the use of different accounts to track accruals for different classes of employees (e.g. office people and field people).

•The Job Cost Summary of Payroll Posting report now includes Budgeted Quantities next to Budgeted Amounts.

•The External Employee ID can now be printed on the Employee Listing report.

•Timesheet batches can now be easily exported for use by ADP.

•The Certification report now has a filter for Inactive and Closed Jobs.

•In Timesheet Entry, Detail Line Items charged to jobs now display the Job Name and Cost Code Description in their list boxes.

Purchase Orders

•When printing a Purchase Order Listing, Closed and Inactive jobs can be skipped.

Overview Screens 

•A new tab titled Costs by Billing Phase has been added to the Job Costing Overview. This tab shows all cost codes sorted and subtotaled by Base Cost versus Change Orders, and also by Billing Phase.