Updated FTE and Aged Receivables Reports

Written by Caitlin Williams

10.4 Release Notification – 8 Jan 2016

NEW FEATURES

Updated FTE Report
Ability to configure what ‘full time’ is for different Jobs and now includes pre-interpreted data

Aged Receivables Report Due Date Ageing Option
Option to view outstanding Invoices aged from their due date, instead of their issue date

There have also been regular bug fixes and performance improvements.  If you have reported any bugs that have been resolved in this release you will be notified by the Client Services team directly.

Improvements

Updated FTE Report

Reports > Management > FTE Report

The FTE Report allows you to view Full Time Equivalent (FTE) work of Employees during a particular period of time.  

The amount of work considered to be “Full Time” can now be configured on the Job, Workplace, Employee or Payroll Entity rather than using a single setting for all Jobs within your portal.  This ensures Jobs with differing full time expectations compare correctly within the FTE Report.  Please contact Client Services to have this enabled within your portal.  

Pre-interpreted data is also now included in calculating a Job’s FTE.

We recommend you view the FTE Report Guide to learn more about the improved reporting functionality available.

Enabled in 10.4

Aged Receivables Report Due Date Ageing Option

Reports > Invoices > Aged Receivables

The Aged Receivables Report now allows you to view Invoices aged by due date as well as by issue date.  The ageing method can be adjusted by changing the Invoice Ageing Method (Config > Invoicing > Invoice Admin) and selecting either “Age from Issue Date” or “Age from Due Date”.

Enabled in 10.4

Full Time Week settings in API UserQuery and BillerWorkplaceQuery

UserQuery

We have added new fields to support the Full Time Week setting on Jobs and Employees.  The API UserQuery method now includes both ‘job_full_time_week_MTS_id’ and ‘employee_full_time_week_MTS_id’ for displaying any Master Timesheet IDs set as the Full Time Week on the Job or Employee, respectively.  There is currently no way of setting these via the API, and there is no change to the API UserSave method.

BillerWorkplaceQuery

We have also added a field to support Full Time Week setting on Workplaces.  The API BillerWorkplaceQuery method now includes ‘full_time_week_MTS_id’ for displaying any Master Timesheet IDs set as the Full Time Week.  There is currently no way of setting this via the API, and there is no change to the API BillerWorkplaceSave method.