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.

Workflow Comparison

With the latest update, you can now compare workflows for matching events, data fields, accounts & other information.

On the Workflow Definitions page, click the 'Compare Workflows' button to open the comparison page.

Select Workflow A and Workflow B to compare and select the tab to compare. A result of both workflows is displayed side by side.

The Match column indicates the following:

Yes - Both the name and code is present in the other workflow

No - No matches found in the other workflow
Partial - Either the Code or Name is present in the other workflow

You can also see the matching codes or name highlighted when hovering the pointer over the particular fields.


For any questions or assistance, please contact TrakIT Support.

Geo-tag your documents

With the latest update of the TrakIT Android App, all documents that are uploaded on work orders will now have the location information attached (Latitude / Longitude).

The following document types will get the location attached:

• Camera captures
• Gallery photos
• Documents from the file manager
• Signatures

  

Once the document is uploaded, it will appear with a location icon  as shown below on the Work Order Documents tab.

Clicking the location icon will display the document location in a popup.

For any questions or assistance, please contact TrakIT Support.