April 20, 2020
Set up and Process JobKeeper
The Federal Government has introduced a $130 billion JobKeeper Payment scheme to support businesses significantly affected by the coronavirus to help keep more Australians in jobs.
This document explains how to setup BusinessCraft to process JobKeeper transactions through Single Touch Payroll.
Related Document: Setup and Process JobKeeper
February 17, 2020
How to set up and use Event Activities published
This guide explains how to set up and use Event Activities. Event Activities are used to automatically present Contract and Event information into user defined views rather than requiring users to use filters and searches to obtain the same information.
Event Activities are used in the Contract Management Console Activities Tab to display all Contracts that match the Event Activity criteria and the logged in user’s security permissions. Using Event Activities enables users to quickly review and take action on the Contracts and Events that are of most importance to them in a screen designed to present information in a clear and customisable manner.
The availability of Event Activities in the Contract Management Console significantly reduces the need to use reporting including the Contracts Report Writer.
Event Activity information is presented based on user defined Event Ranges where the Start Event in the Event Range has been registered and the End Event in the Event Range has not been registered.
For example, Event Activities could be created for departments/functions or processes – e.g. Sales, Construction, Maintenance, Administration. Alternatively, Event Activities might also be used to distinguish between regions where the dataset does not easily cater for this – e.g. Hunter Sales, Sydney Sales etc. These are examples only, how Event Activities are used in each dataset is determined by business requirements.
Before using Event Activities in the Contract Management Console Activity Tab, it is important to carefully create and configure required Event Activities. This includes optionally using User Profiles and the Contract Filter Editor to control the data displayed.
The first section of this guide explains all aspects of setting up and configuring Event Activities, followed by how to use the Activities tab in the Contract Management Console.
Related Document: Setting Up and Using Event Activities
February 07, 2020
Banking Console Product Guide updated
The Banking Console Product Guide has been updated to reflect the ability to set up automatic bank data feeds for bank accounts.
Related Document: Banking Console
February 07, 2020
Contracts Job Costing Forecasting Process Guide published
This document explains how to setup the Contracts and Job Costing Modules so that the Contract Job Costing Forecast report can be run to show Outstanding Purchase Order Costs in Weekly, Monthly or Quarterly time buckets for cashflow planning purposes.
To make use of the Contract Job Costing Forecast report, the Contracts & Job Costing modules for the dataset should be configured consistent with the BusinessCraft Residential Building Tutorial. Additional configuration required includes:
Create TMR Codes for the purposes of running the report
Link Cost Centres to those TMR Codes
Link those TMR Codes to Sale Group Stages
The estimated cashflow outflow for each Outstanding Purchase Order is determined by using the Cost Centre for the Purchase Order, looking up the TMR Code for the Cost Centre, using that TMR Code to determine the Sales Stage for the Sale Group for the Contract and then using the Forecast/Registration Date for the Completion Event for the Sales Stage for the cash outflow, optionally extended by the Payment Terms for the Purchase Order Vendor.
This guide explains this additional configuration in detail before explaining how to run the Contract Job Costing Forecast report.
Related Document: Contract Job Costing Forecast Report
February 05, 2020
Equipment Register Process Guide published
BusinessCraft provides a wide range of functionality to address the requirements of handling the costing and invoicing of equipment including:
Dry Hire (no operator) – Equipment Hire Module
Wet Hire (with operator) – Service Industry Module
Self or Customer Owned Plant Maintenance– Plant Module
Periodic Maintenance and Maintenance History– Plant Module
Equipment provided as part of a Job – Equipment Register
This document focuses on use of the Equipment Register to handle the tracking, costing and invoicing of Equipment when used on a job that usually also includes the supply of labour and/or materials.
The BusinessCraft Assets Module caters for both depreciable assets (which can also be considered equipment) and non-depreciable equipment. Equipment is identified in the Asset Register by setting the Equipment Reg field to Y, assigning an Equipment Code and Equipment Type.
Related Document: Equipment Register
January 31, 2020
Sale Group Modules now available in Contracts
The purpose of Sale Group Modules is to address the problem of creating and maintaining multiple Sale Groups that comprise full workflows but are very similar in content as well as catering for the ability to swap defined segments of workflows in a streamlined manner.
Instead of creating those Sales Groups with a lengthy list of Events and Event Dependencies, BusinessCraft provides the option to use Modules which are Sale Groups in all aspects other than the Module flag for those Sale Groups has been set to Y and they comprise clearly identified segments of the overall workflow. This enables those Sale Groups to be selected as forming a part of one or more Sale Groups.
For example, it might be considered too time consuming to create and maintain a House Build DA Sale Group and a House Build CDC Sale Group which are exactly the same other than for a small section of the workflow. For example, some contracts may require Planning and others do not or some require additional Drawings and others will use existing drawings or the Sales process may vary depending on whether it is using CDC or DA.
Related Document: Contract Tables
January 17, 2020
BusinessCraft Tradie Product Guide published
The Tradie Application enables customers to provide controlled mobile device access to their BusinessCraft systems.
When installed and with authorised access, third parties such as subcontractors can use the Tradie App to :
View/search for available jobs
View contact details for those jobs
Find Job Addresses and get directions using integration to Maps app
Make phone calls using integration to Phone app
Send emails using integration to default Email app
View Job Scope of Works and link new or existing photos to Job Scope
View and add Notes to jobs
Take photos and link to Jobs using integration to Camera app
Link existing Photos to Jobs using integration to Photos app
Related Document: BusinessCraft Tradie
October 11, 2019
Contract Refunds Product Guide updated
The Contract Refunds Product guide has been rewritten to explain configuration, scenarios and EFT processing of contract Refunds in more detail.
September 13, 2019
Contract Processing Guide published
This guide provides details of the functionality contained in the Maintain and Transactions menus within the Contracts Module.
For an overall process flow please read the Residential Building Tutorial.
August 14, 2019
Banking Console Product Guide published
The Banking Console is used to manage and reconcile Cashbook Module bank accounts including adding bank transactions from bank statements when not already in the Cashbook.
Bank Statement transactions can be populated within the Banking Console either from the Cashbook Module or by importing a .QIF file.
In the near future, an option will become available to populate bank transactions automatically from overnight bank feeds.