Report Management System (RMS)

Features added to RMS

The following features have been added to RMS:

Rename the "Submitted By" Column to "Approved By" in the Daily Time Report

This enhancement updates the Daily Time Report by renaming the “Submitted By” column to “Approved By.” This change improves data clarity, making it easier for users to understand that the column reflects who approved each entry rather than who submitted it. By aligning the column name with its function, the report becomes more relevant and useful for users extracting and reviewing time entry data.

Added "Show Time Log" Parameter to the Transaction Batch Report

This enhancement introduces the Show Time Log parameter in the Transaction Batch Report, allowing users to choose whether to include a detailed audit log of time entry changes. When the parameter is set to True, the report will display an in-depth audit log, grouped by Customer > Job > Assignment, that tracks any changes made to time entries. This option enhances the report’s flexibility by providing improved visibility into time entry adjustments and helping users easily track and verify any modifications. The default setting for this parameter is False, meaning the time log will only be displayed when selected, ensuring that users can retrieve the information most relevant to their needs without added complexity.

Add Date Type Parameter to Task List Report

This enhancement adds a Date Type parameter to the Task List Report, giving users the flexibility to select specific date criteria when generating the report. With this parameter, users can choose from various date types as Insert Date, Start Date, Due Date, or Completion Date to retrieve task information that aligns precisely with their needs. For example, selecting Due Date will generate a report based on task deadlines, while choosing Completion Date will provide a list of completed tasks. This parameter is required, ensuring that users specify the exact date focus for each report generation, making it easier to track task progress and meet deadlines effectively. The default setting is N/A, with no option for multi-selection, providing a streamlined and straightforward report configuration experience.

Paginated Payroll Register Report Summary with Company/Office Parameter

The Payroll Register report is enhanced to include a new summary section with a parameter that allows users to select either "Company" or "Office" while generating the report. This enhancement will provide users the flexibility to choose whether to include office totals in the report, streamlining payroll data analysis.

Enhancements to Invoice with timesheet

 The Invoice with the timesheet report has got a major update. Users can now choose the option to either get an invoice with a daily timesheet or a weekly timesheet based on the customer’s need. To configure for the type of invoice:

1. Navigate to the Service profile of the customer through SPM, NCO, or CMS entity detail.
2. Select to edit the service profile of the customer.
3. Find the field “Invoice Style”.
4. Two new options “Invoice with Daily Timesheet” and “Invoice with weekly timesheet” are added to the invoice styles.

If the user chooses the “Invoice with Daily Timesheet”, the generated invoice will contain the daily time
 entries of employees. However, If the user has opted to only enter weekly time, the invoice with daily timesheet will contain no data.

Similarly, If the user chooses the “Invoice with Weekly Timesheet”, the generated invoice will contain only one row for each week.  

Job Schedule ID and Assignment Schedule ID in Report Builder

Users now have the ability to add Job Schedule ID, Assignment Schedule ID, and work date to all transaction and transaction item template within the Report Builder. This enhancement significantly improves the visibility and reportability of JSM scheduled jobs and assignments, allowing for more comprehensive reporting and analysis. With these fields integrated into the templates, users can now generate reports that provide clearer insights into job and assignment schedules, facilitating better management and decision-making.

AR Aging Report in RMS

The AR Aging Spreadsheet Report is now available in RMS to streamline invoice management and tracking. This spreadsheet-based report provides a detailed breakdown of invoice aging, categorised by customer, and sorted across aging buckets from Current to over 90 days. Users can easily filter results by office, specific customers, and adjust details according to multiple parameters, including date type, customer name, and the roll-up status of parent customers. Key columns displayed include Customer ID, Invoice Amount, Balance, and aging periods such as One to Thirty Days and Over Ninety Days. This report serves as an essential tool for tracking receivables, showing only the most relevant details based on your selections, and helping you manage your accounts more effectively.