JUNE 2020 UPDATES

THREE NEW REPORTS

REPORT 1 - Invoice Financial Summary This report displays your monthly/yearly invoice totals by amount outstanding and paid. Quickly filter your financial summary by company to determine their balance. REPORT 2 - Invoice Line Items This report breaks down the amount invoiced for various line items. This can be a helpful tool for reporting and planning purposes. How much is invoiced each month for trucks, quads an other equipment for consultation. REPORT 3 - Site Assessments This report tracks and displays information from uploaded Site Assessments. We’ve added a new field in the Site Assessment form to add a reason for the assessment, such as for example, Forestry, Oil & Gas, Utilities, Community TLU Study, Other, etc.




*Note: To add Assessment Reason, go to Maintenance, select Site Assessment Reasons, then add in reasons to fit your department needs.


BATCH UPLOAD ENABLED

Quickly upload multiple attachments at once for Application files.



IMPROVED SEARCH FUNCTIONALITY

The invoice search field can now filter invoices by FNC number, External Invoice numbers and improved ability to search by company name. This should help to increase efficiencies with locating invoices. Remember! You can export your invoice data to an excel document – this can be extremely helpful with sharing information with your accounting departments!



NEW FILTER OPTION ON THE APPLICATIONS REPORT

Query reports that display project information based on the consultation level. This is an excellent reporting and evaluation tool when analyzing how many Level 1, 2 and 3 projects are within your area over a period of time.


We have also added the ability to increase the width of the Comment field box to allow for better visibility when adding information. In addition, there has been a number of various bug and performance issues fixed.  Want to learn more? Let's talk! We are available by text, phone and email. 

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