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.
Related Document: Contract Processing
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.
July 18, 2019
Service Requests Product Guide published
The BusinessCraft Contracts Module provides the option to createService Requests which enable the recording and tracking of service and maintenance requirements in relation to the Contract to which the Service Request is linked.
Prior to using Service Requests for the first time, it is recommended that the sections of this document related to Service Request Tables and Service Request Setup and configuration are reviewed to ensure Service Requests are setup suitably.
Related Document: Service Requests
June 25, 2019
BC Timesheets Product Guide updated
The BC Timesheets Product Guide has been completely updated including a new section explaining how to implement Employee/Manager security for BusinessCraft Timesheets.
Related Document: Timesheets
June 20, 2019
BC Go Installation Guide published
BusinessCraft offers BC Go for use in the field for certain Contracts Module activities. BC Go is designed to sync data between the BusinessCraft server and remote devices. The application is designed primarily for use by Building Supervisors or other field staff in the construction industry that are required to work offline due to communication services not reliably available where they normally work. As a connection becomes available the data recorded offline can be synced back to the server and updated information available from the server is synced back to the remote device.
BC Go was previously referred to as the Onsite Console and/or the Offline Construction Manager.
Related Document: BC Go
June 12, 2019
Accounts Payable Product Guides
Product Guides for the Accounts Payable Module have been completed with Guides for Tables and Setup, Processing, Enquiries and Reports, and Taxable Payments Reporting.
In addition, Process Guides are available for Invoice Event Based Holds and Supplier Back Charges.
May 23, 2019
Plant Product Guide published
The Plant Module provides the ability to maintain records of customer plant and equipment for which all types of field service and back to base repairs are provided. The module can simultaneously be used to track maintenance and repair of company owned equipment as well.
The services provided may be periodic with the capability of generating recommended work to be carried out or on call with the system leveraging standard pricing and costing already recorded in other BusinessCraft modules or contract specific pricing defined within the Plant Maintenance module.
Provision is made for extensive plant specific contact details, work instructions, safety instructions, action codes and maintenance strategy codes.
The module is fully integrated in particular to the Job Costing, Inventory, Invoicing and Accounts Receivable modules.
Related Document: Plant
May 20, 2019
Payroll Period End for STP Payroll
The STP Payroll Period End Guide has been published and provides STP Payroll customers with full details of how to process End of Period and End of Year when using Single Touch Payroll.
Related Document: STP Payroll Period End
May 15, 2019
Supplier Rebates Product Guide published
BusinessCraft Supplier Rebates provide the ability to track and claim Supplier Rebates offered by Suppliers.
Supplier Rebates can be configured so that the Supplier offering the Rebate (Rebate Supplier) can be different from the Supplier providing the goods/services (Purchase Supplier). The Rebate Supplier must be linked to a Customer Code so that generate Supplier Rebate invoices can be directed appropriately.
Supplier Rebates can be configured for a specific period of time and can be based on a percentage, or fixed amount with specific refinements available depending on whether the Supplier Rebate is an Item Rebate or a Supplier Rebate.
Supplier Rebates comprise either:
Item Rebates which are recognised on posting of Accounts Payable Invoices matched to Purchase Orders by Line.
Supplier Rebates which are generated periodically within the Supplier Rebates module
In both cases, Supplier Rebate History records are created which are then used to Generate Supplier Rebate Invoices from within the Invoicing Module.
Invoices can use specific Sales Codes so that Supplier Rebates are posted to appropriate General Ledger accounts.
Related Document: Supplier Rebates