Redesigned Form Definitions

Form Definitions in TrakIT are used to create HTML based forms and templates for generating a variety of documents for work orders, reports, invoices and many other uses. Previously, the form definitions page was within the Master Tables page and the editor layout was not optimal.

The Form Definitions page has now been re-designed as a separate page under the Admin menu. Forms have been divided as per the group they belong to.

Clicking on the form displays a preview/details of the form.

The Form preview displays an approximate layout of the form along with codes of fields that will be substituted with real data. The 'Workflows' tab displays a list of the workflow that the form is available in (applicable only for Work Order and Shipment forms). Global forms are automatically available in all workflows.

Clicking the 'Open Editor' button displays the Form Editor in a side-by-side format so you can preview the form on the right as you type in the HTML editor on the left.

Forms support dynamic and complex calculations as well (using Javascript coding). Please contact TrakIT Support if you need assistance in designing or creating forms for your organisation or workflow.

Your Top Customers and Other Entities

We have updated the Top Entities report to include a trend-line for all entities displayed.

The trend line displays the number of work orders created each month for the entity over the last 24 months.

The peak values, lowest values and latest values are indicated with an orange dot.

For any questions or concerns, please contact TrakIT Support.

Multi-Office Job Costing within a Shipment

There are many shipment workflows that are carried out by more than country or office. In such a case, each office has it's own job costing and profitability statement for the same shipment. TrakIT supports multi-office accounting within the same shipment. However, approval of the estimates and closing of the job was done at the shipment level.

In the upcoming update, each office involved in the shipment will be able to separately request, approve estimates and close the job for their own office only. And as currently, users cannot view accounts from offices they are not assigned to.

The above will be accomplished in a few steps:

1. Remove Office field from Master Accounts
2. Add 'Multi-Office Finance' flag on the workflow
3. Add Office field at Workflow Account definitions
4. Add Office field at Shipment Accounts

The above changes will make the job accounting system more flexible and allow the same account to be used in multiple offices. We will also be providing multi-office access for users that belong to shared teams and offices.

These changes will be implemented and released in the upcoming weeks. For any questions or clarifications, please contact TrakIT Support.

Seasons Greeting and a Happy New Year

All of us at Bitmetric would like to wish you all good health, comfort and prosperity this holiday season...

Finalisation of Invoices and Bills

With the latest update of TrakIT another step has been added in Invoices and Bills: Finalise

Previously, it was possible to "Un-Approve" or "Un-Validate" an invoice or bill respectively. This has, in some cases, lead to duplication of invoice/bill syncing. To prevent such cases, we have added a "Finalise" step.

Once an invoice or bill is finalised, it cannot be reverted back to another state and is locked permanently. Syncing with Finance systems will happen only after the invoice or bill is finalised.

For any questions of concerns, please contact TrakIT Support.