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iPROsoft Pty Ltd
January 2004
iPROsoft Version 2.7 New Features
Introduction
iPROsoft Pty Ltd is pleased to announce the release of iPROsoft Version 2.7.
This upgrade finalises our product name change from JOB EXPRESS to iPROsoft.
Our U-LAUNCH Technology has been further enhanced to allow more flexibility. Individual users can now customise many of the standard U-LAUNCH features. Many old style scans have been replaced with new U-LAUNCH enabled list views. Powerful search tools have also been added to U-LAUNCH enabled list view programs. You can read more about this in the notes below.
Our new Fixed Assets Module is also now available. If you are interested in implementing this module in your organization please contact our Brisbane Head Office. For additional details regarding this module please see our website at www.iprosoft.com.
These notes are provided to give you an overview of the changes, enhancements and improvements available in iPROsoft Version 2.7. To assist you, we have also provided a list of those programs where changes, enhancements and improvements may be noticed.
Please do not hesitate to call our Brisbane Head Office if you require additional information or would like a demonstration of any of the enclosed new features.
Quotations for modules described in these notes can be obtained by contacting the Brisbane Head Office.
U-LAUNCH Technology
The following features have been added to U-LAUNCH Enabled Programs. U-LAUNCH Enabled Programs can be identified by the letter “U” at the end of the program number eg E1111U – Variations.
Generally:
- The escape key can now be used to exit the program
- Right click menus are now user definable for individuals
- “Parameter Passing” and “Parameter Accepting” has now been completed for the majority of programs
- Auto search now works with more than one consecutive letter within U-LAUNCH enabled list view programs
Customised display
Columns on U-LAUNCH enabled list view programs can now be customised. Individual users can define the columns they wish to display and the order in which they will display.
Enhanced speed for filtering
Priorities can now be assigned to filters within U-LAUNCH enabled list view programs to enhance speed.
Comprehensive search features
A comprehensive search option on any column combination now exists within U-LAUNCH enabled list view programs. This powerful tool will assist users in searching large volumes of data to identify specific records.
Demonstrations on the use of U-LAUNCH Technology
Upcoming Seminars scheduled for March 2004 will include comprehensive demonstrations and practical uses for iPROsoft
U-LAUNCH Technology to assist you to make good use of the software.
General Navigation Enhancements
The Core Menu, right clicks and related programs, will be automatically updated during this upgrade to include new programs, reports and utilities.
Access to U-LAUNCH Enabled Programs
Where applicable U-LAUNCH enabled list view programs will now automatically open from the core menu instead of the data entry programs. These list view programs display data with the ability to access other programs/reports. To access the data entry program from within these list views, press enter on a highlighted record or press the new button located at the top left of the screen . If the company has individual users who do not want this feature , it can be disabled via U101 – Operator Access Levels. Please refer to the attached document titled “New Features – Program List ” for a comprehensive list of the programs with this new feature.
Lookup Boxes
We have expanded the use of lookup boxes and wherever practicable we have added lookup boxes to data entry fields. Constraints have been added to lookup boxes to narrow the information displayed.
Defaults
Report selection criteria have now been updated to display defaults upon entry. If users select a report from within another program or report, the defaults are passed to the selection criteria from that program or report. If users select a report from the menu the system defaults are used.
F7 – Related Programs
If Module 10D – Private Menus is installed, the F7 Related Programs button found on many data entry screens is now user definable and can be tailored to each individual. E611 – Setup and Edit a Private Menu can be used to customise F7 related programs. Where many programs are required to be added to the F7 Related Programs, programs can be grouped in a hierarchical menu structure. Please note that the F7 Related Programs button will only display if there is a related program set up.
F10 – Run a Program
The F10 button is now available within U-LAUNCH enabled list view programs. F10 “remembers” which program an individual user last accessed.
Price Book & Retail Pricing
E22002U – Supplier Retail Pricing
This program displays a list of all Supplier Retail Pricing for a nominated Creditor. The program may be run standalone or from the F8 Scan in E2251 – Purchase Orders & Subcontracts.
E2054 - BOQ Invoices
For companies with Module 04E – BOQ Invoices, with Z205405 installed access is now available to E462 – Pricebook items. Items can be copied into the BOQ in E2054 – BOQ Invoices.
E461 / E461U – Suppliers, Clients and Standard Prices
The unit field of an item can now be edited. If the item exists in inventory, users are prompted to change the inventory also. A
U-LAUNCH enabled list view has also been added.
Limited Access
E11018U – Jobs Core U-LAUNCH Enabled Explorer
With Z1001 installed, companies can now limit access to the Jobs Core U-LAUNCH Enabled Explorer for certain users to only display jobs where the person logging in is either the project manager or member of the job team. This can be achieved by setting the limited access via U101 – Operator Access Levels.
Larger Maximum Values
Additional works have been completed in this area, expanding the range of programs and reports capable of accepting maximum values of up to 9,999,999,999.99.
Reports Printing More Lines Per Page
Additional works have been completed in this area, expanding the range of reports that now use the ZPRINTFULL parameter. Please refer to the document titled “New Features – Program List” for a list of additional reports containing this feature.
Word Module
The Z Parameters required to use the Word Module have now been consolidated into Module 16. Programs which are capable of printing to Word when Module 16 is installed can be switched between printing to Word or the iPROsoft report viewer. The company registration key will be updated during this upgrade to include the Word Module. If you would like to use this module please contact our Brisbane Head Office to assist with set up.
Quad Accounting & Multi Company Capability
E2458 – Inter Company Transfers for Quad Accounting
For users who have Module 08H – Quad Accounting installed, this program now enables the processing of transactions across branches that are derived from one initial cash transaction. It allows related non-cash transactions that may provide the substance to the cash based transaction to be processed simultaneously. In order to process these non-cash transactions you will need to flag the relevant inter-company loan and similar accounts in the balance sheet as bank accounts to enable the processing of the appropriate accounting entries.
Use of the Branch Name in Lieu of Company Name in selected reports for Quad Accounting
For users who have module 08H – Quad Accounting installed, the following reports will now replace the Company Name with the Branch Name when printing;
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E2051 |
Invoices / Progress Claims |
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E2054 |
Invoices / Progress Claims |
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E2056 |
Bill of Quantities Claims |
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E2101 |
Credit Notes |
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R1173 |
Progress Claim Schedule |
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R1174 |
Progress Claim Schedule |
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R1175 |
Progress Claim Schedule |
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R20523 |
Debtor Invoice Reprint |
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R2104 |
Credit Note Reprint Utility |
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R2258 |
Purchase Order Document |
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R2258B |
Individual Purchase Order Document |
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R23510 |
E-mail EFT Remittance Advices |
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R2354 |
Remittance Advice |
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R261 |
PAYG Payment Summary Print |
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R3615 |
Fortnightly Pay SlipR367 Pay Document |
Payroll Enhancements and Human Resources
R321 – Superannuation Company Contribution
To assist with new reporting requirements for superannuation introduced in July 2003, we have amended R321 – Superannuation Company Contribution to provide an option to include the employee’s address and print each employee on a new page.
R326 - Superannuation by Home Office
New selection criteria have been added to this report to enable companies to print superannuation contributions by Home Office.
R365 – Pay and Hours Report
The selection criteria of this report have been updated to include Pay Type.
Employee Qualifications
The way in which employee qualifications are captured and managed has been updated. Version 2.7 allows for unlimited employee qualifications to be stored together with the capability to track when licences expire. Companies previously using mining licence details may choose to now use employee qualifications as there is no limit to the qualifications that may be captured.
Standardisation of the way superannuation is calculated on allowances and loadings
Superannuation units in E311 – Personnel Awards and E21 – Standard Rates & Setup have been streamlined into three units rather than five. As well as streamlining the units available for superannuation, companies now have the opportunity to include or exclude individual allowances and loadings from the superannuation calculation. An additional flag is provided in E271 – Scheduled Adhoc Allowances and E281 - Scheduled Adhoc Loadings to achieve this.
Your superannuation units will be automatically converted during your upgrade as follows:
| New Unit Description |
Old Unit |
New Unit |
| Flat Rate per week in currency |
1 |
1 |
| Percentage of weekly ordinary time wage plus allowances flagged for superannuation |
2 |
2 |
| Percentage of weekly wage inclusive of overtime plus allowances flagged for superannuation |
3 |
3 |
| Percentage of weekly ordinary time wage plus allowances flagged for superannuation |
4 |
2 |
| Percentage of weekly wage inclusive of overtime plus allowances flagged for superannuation |
5 |
3 |
Allow multiple ad hoc allowances per work type (Dissection)
E356 – Adhoc Allowance Capture now allows users to enter multiple allowances against one work type (dissection). Each work type (dissection) may contain taxable or non-taxable allowances but not both.
Accident Top Up Insurance
Companies can now capture a contribution value and fund name against E311 – Personnel Awards for Accident Top Up Insurance contributions. R327 – Accident Top up Insurance Report can be used to determine the contributions to date.
Allow worksheet entry from E353 – Timesheet and Payroll Makeup
If the new Z parameter Z35301 – “Accept Worksheet Data From Timesheets and Pays” is installed, after the entry of the job number, the user is asked to enter a worksheet number and worksheet description, E1244 – Worksheet Entry is opened. Information entered in E1244 – Worksheet Entry is transferred back to E353 – Timesheet and Payroll Makeup to complete the pay.
Termination pays / negative leave accruals
Companies now have the opportunity to deduct from an employee any leave owing during the termination payment. Where there is negative leave to be deducted from an employee the tax must be calculated manually.
Save pay value and hours for all time entered
E353 – Timesheet and Payroll Makeup now saves both the pay value and hours for ordinary and overtime. This has been amended to assist with historical reporting.
Sick Leave calculations: L=Lump sum on anniversary, P=Periodic, H=Hourly
Companies now have three choices when establishing sick leave accruals for individuals via E311 – Personnel Awards. Sick Leave may now be accreued on an hourly basis (H) or by payroll period (P) in addition to the current lump sum option (L). During this upgrade the default will be left blank which is assumed to be lump sum. Please contact our support team if you would like to convert to hourly or periodic sick leave calculations.
CoInvest
R3622 - New Workers Long Service Leave Report for CoInvest
This new report is designed to assist companies in completing their CoInvest Long Service Leave Return. This is particularly useful for Victorian clients however other states may also find the information contained in the report beneficial.
GST Option for Job Reports & Other Programs
E2261 – Creditor Invoices
F6 – Toggle Net / Gross GST. Allows creditor invoice values to be entered Net of GST if required. The default setting upon entry into the screen is Invoice Transactions are Incl GST.
The following additional reports now have the option of printing values Net of GST:
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R1101 |
Job Detail Report |
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R11055 |
GL Posting Reconciliation by Branch |
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R11059 |
Period Financials Report |
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R1201 |
Job Cost Dissections - Cost Control |
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R1202 |
Job Cost Dissections - Cost Control |
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R1203 |
Job Cost Dissections - Cost Control |
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R1204 |
Job Cost Dissections - Cost Control |
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R1209 |
Job Dissection Report |
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R12010 |
Job Dissection Report |
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R12020 |
Job Cost Dissection with Detail Opt |
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R12033 |
Job Hours Dissection Report. |
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R12036 |
Job Cost Dissection Report |
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R12037 |
Period Job Trans Report NET of GST |
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R22519 |
Subcontract Progress Certificate |
Variable Consolidated Dissection Names
Companies can now specify variable consolidated dissection names for each job or quote.
E41101 – Estimate Consolidated Codes can be used to establish variable consolidated descriptions for quotes. E110301 - Job Consolidated Codes can be used to establish variable consolidated descriptions for jobs. If a quote is copied to a job budget the variable consolidated descriptions are copied over.
Document System
Generally:
- Published transmittals can no longer be edited.
- Published documents can no longer be deleted.
U716 – Drawing / Specification Unlock Utility
This new utility allows users to unpublish previously published documents / specifications.
R741 – Document Tracking Notes
This new report allows tracking notes to be established for documents.
Documentation
New job specific data fields are now available for use when producing documentation via the Document System. Please contact the support team for a comprehensive list.
Simplification of
E1100 – Job Details
E1100 – Job Details has now been simplified by converting the Worksheets, Notes, Budget and Allowances tabs to standalone programs. These programs are still available in E1100 – Job Details via the Additional Resources Tab.
As with all iPROsoft programs, these programs are available to be accessed as standalone programs, added to right click or added to F7 Related Programs if required.
E583 - Job Notes
This program replaces the Notes Tab in E1100 – Job Details. It can be accessed via the Additional Resources Tab in E1100 – Job Details.
E1041 / E1041U – Job Allowances
This program replaces the Allowances Tab in E1100 – Job Details. It can be accessed via the Additional Resources Tab in E1100 – Job Details.
E1244 - Worksheets Entry
This program replaces the W/Sheets Tab in E1100 – Job Details. It can be accessed via the Additional Resources Tab in E1100 – Job Details.
E1202 / E1202U - Job Cost Budget
This program replaces the Budget Tab in E1100 – Job Details. It can be accessed via the Additional Resources Tab in E1100 – Job Details.
New Project Reports
R11071 – Project Summary Report
This report provides period based financial performance data on a job-by-job basis, reporting earned profit and work in progress values in accordance with the relevant accounting standard.
R12026A - Construction Management Report Period Based
This new report provides users with period based information at a transaction level.
R12037 - Period Job Transaction Report Net of GST.
This report displays the same information as R12026, is period based and available net of GST.
U-LAUNCH Enabled List Views and Updated Scans
As with all iPROsoft programs, the programs noted below are also available to be accessed as standalone programs, added to right click menus or added to F7 Related Programs if required.
E1141 / E1141U - Variation Cost Budget
This program replaces the cost budget scan in E1111 – Variations. It is available via F7 – Related Programs in E1111 –Variations.
E1151 / E1151U – Rise and Fall Cost Budget
This program replaces the cost budget scan in E1121 – Rise & Fall. It is available via F7 – Related Programs in E1121 – Rise & Fall.
E1161 / E1161U - PC Sums
This program replaces the cost budget scan in E1131 – PC Sums. It is available via F7 – Related Programs in E1131 – PC Sums.
E1203U - Dissection Escalated Cost Budget
This program replaces the F9 dissection scan previously available from the budget scan in E1111 – Variations, E1121 – Rise & Fall and E1131 – PC Sums.
E2232 – Purchase Order Items
This program is available from E2242 – Expediting Scan and is used to display purchase order deliveries details for a selected order.
E2242 - Expediting Scan
This program is available from E2258 – Purchase Order Scan and is used to display the expediting information for items against a Purchase order
E2258 - Purchase Order Scan
This program replaces the F8 scan E2261 – Creditor Invoices and E2262 – Creditor RCTI programs.
E2265 - Creditor Invoice Scan
This program is available from the F7 – Accounts button in E2258 – Purchase Order Scan and displays details relating to creditor invoices for the selected purchase order.
Cash Book
E2403 – Present (Cash) Income Transactions
List views (lookup boxes) have been added to the Invoice and Cheque /Ref fields to assist in locating information.
Bank Deposit Slips
If cashing bank deposit slips, a cashed date can now be entered. The existing process for cashing receipts without a bank deposit slip remains unchanged.
New Average Labour Rate
Companies now have the opportunity to import the average labour rate from estimating into their Job budget, Variation budget, Rise & Fall budget or PC Sum budget, or manually enter the average labour rate into a budget, therefore being able to separate the materials and labour budgets. This will assist users when forecasting materials and labour separately.
Locking Budgets
Individuals can now lock budgets for original Job, Variations, Rise & Fall and PC Sums budgets. Company security levels determine who can lock and unlock budgets.
Consolidated Claim Schedules
R1175 – Progress Claim Schedule
Users can now print R1175 – Progress Claim Schedule for consolidated progress claims if required.
Debtor Receipts for Closed Jobs
Debtor receipts can now be entered against closed jobs. A warning message alerts the user that the job is closed.
BOQ Progress Claims
For companies who have Module 02 – Estimating installed it is now possible to calculate the value complete for a claim dissection in the Estimating / Measurement Module and bring it forward to the claim schedule. It may in some circumstances be also desirable to have another BOQ for each of the variations and PC sums.
General Ledger
R9021 - General Ledger Report Net of GST
This report provides users with chart of account summary and transaction data for each branch from the general ledger net of GST.
U9000 - Batch Posting
The General Ledger is the only iPROsoft accounting module to use batch processing. Transactions can now be batch posted to the general ledger at a predetermined time. This allows the posting to occur after hours if required. There are a number of steps required to setup Batch Posting. Please contact our Brisbane Head Office if you would like to use this feature.
Multiple Purchase Order Templates
For companies with Module 11D – Multiple Templates installed multiple purchase order templates are now available. This allows companies to have a different purchase order template for each creditor if required.
Plant Hire In
Using a combination of our purchasing and expediting modules external plant hire can now be managed. Please contact our Brisbane Head Office if you are interested in implementing this feature. Our December newsletter also contains information about this new feature.
General Import Utility
The general import utility is available to any clients who wish to import certain types of information into iPROsoft. The general import utility works with comma separated text input files.
Year End
The following modifications have been made to the year-end procedure:
- Balanced transactions for closed jobs are no longer deleted during the year end process
- Year end can no longer accidentally be completed more than once in a financial year
- The year end process disables user access to prevent individuals accidentally logging in during the year end process.
Archiving of General Ledger records at year end
General Ledger records older than two financial years are now moved from the current General Ledger data file to an archived general ledger data file.
Accounting Periods in the Subsidiary and General Ledger
The Subsidiary and General Ledger Accounting Periods will be updated during this upgrade to include any periods since the startup of iPROsoft. This is the final step in the process of retaining rather than removing records at the end of the financial year and will assist with historical reporting.
Data Dictionary
An updated Data Dictionary has been included on the upgrade CD for clients who may require it.
BAS Assistant
New BAS format
In accordance with the ATO requirements the BAS Assistant has been updated to reflect the latest BAS format.
BAS by branch.
For Clients with module 08H – Quad Accounting installed, the BAS Assistant can now be loaded by branch.
Other Miscellaneous Enhancements
Cheque amounts are now filled with ***
If Z235521 is installed “***” will be added before and after the creditor name and cheque amount.
E1201 – Dissection Estimates to complete
Users are now able to delete line items within E1201 -Dissection Estimate to Complete.
GST on Creditor Invoices
The GST percentage is now saved on each creditor invoice transaction. This will assist with historical reporting should the GST value change from the current 10%.
Inventory Adjustments
The posting of inventory to the General Ledger has been updated to use stored values when posting inventory adjustments.
U11014 – Job Branch Change Utility
This new utility allows companies to move jobs including all associated transactions from one branch to another. This utility also updates the General Ledger.
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