Tuesday, November 30, 2010

TimePro v5.2 - Time tracking with extra power

Intertec TimePro v5.2 boasts a range of enhancements that make TimePro a more powerful and more efficient web timesheets system for your business. With v5.2, we extend TimePro's accounting package integration to include QuickBooks. You can now integrate TimePro with QuickBooks for invoicing, Bills, Timesheets and Expenses.

New major enhancements

QuickBooks Integration
Intertec TimePro has been significantly enhanced to integrate with QuickBooks for invoicing and timesheets. You can now:
  • Import Quickbooks Customers and Suppliers into Intertec TimePro to set up your Intertec TimePro Customer and Supplier records.
  • Export time records and expenses as QuickBooks Invoices, Bills, Timesheets and Expenses.
Time Entry Replication
Time recorded for a given day can now be copied to one or more other days via an Advanced Options link at the bottom left of the Time Entry screen. This new feature can be enabled/disabled via a Configuration option in the Intertec TimePro Settings. This is a quick and convenient way to save time if users have to enter the same times across a number of days or weeks. For example entry of extended holiday leave.

TimePro Co-branding
Co-branding gives you the option of having your company logo appear in the TimePro application. Co-branded systems will display your company logo, followed by the caption “powered by Intertec TimePro”. While a select few of our TimePro v5.1 customers adopted an earlier version of the co-branding functionality, the TimePro v5.2 upgrade builds on the technology in that the feature has now been fully implemented to include co-branding across TimePro screens, timesheet templates and standard reports. Note: Consulting fees apply for co-branded TimePro systems.

Enhanced Data Exports
Major improvements have been made to the Intertec TimePro Data export function, which now allows you to create and save data exports to re-run at later dates. In addition to the Time and Expense data exports, you can now also export Attendance data.

You can also edit existing saved Exports, or make a copy of an existing saved Export.

Check Manager Authorisations
A new “Check Managers” function has been added to the Timesheet-Check screen to resend Managers any pending authorisation emails for timesheets. This circumvents the previous workaround of unlocking and re-submitting staff timesheets in order to resend the authorisation emails.

Forgotten Password Reset
Users who have forgotten their passwords can now reset their passwords for themselves without having to contact their Intertec TimePro administrator.

New Staff Cost Detail Report
A new Staff Cost Detail Report has been created which is similar to the existing extensively used Project Cost Detail Report but is Staff-focussed rather than Project-focussed.

New Multi-tab Configuration Settings Screen
The Intertec TimePro Configuration Settings screen has been made more user-friendly via an enhanced tabbed interface. Each Configuration Setting category is now represented by its very own Tab. Click on a Category Tab to view the configuration settings in that category.This tabbed interface makes it easier to quickly configure your Intertec TimePro settings. You can make multiple configuration changes across different Categories all at once, and then click the Save Settings button to commit the changes you have made.

Enhanced Global Projects
Our powerful Global Project function has been significantly enhanced. Staff which had not previously been allocated to Global Projects can now be assigned to Global Projects, and Intertec TimePro will retroactively create the relevant Staff Project Records allocating Staff to all Global Projects. Similarly, existing Intertec TimePro Projects which were not previously marked as Global Projects can now be set as Global Projects, and Intertec TimePro will retroactively create the relevant Staff Project Records allocating Staff to this Global Project.


Other Enhancements


Project Lists and Multi Selectors: Project selection lists in reports now show the disabled Projects at the end of the list flagged with a different background colour. Reports which have a project dropdown with the new multi-selector now only show active Projects by default. In addition, new multi-selectors for Staff and Projects have been introduced on many reports/exports and the Batch Print screen.

Full description text displayed in Time and Expense entry screens: The full Description text can now be viewed in a pop up when you move your mouse pointer over the Description field in the Time Entry or Expense Entry screens. This lets you read the full Description without having to click on the Description field and scrolling through the text entered there.

Date Selection on Reports: To improve the usability of reports, Intertec TimePro now remembers and defaults to the most recent date range entered in reports during a given session.

Auditing of Tasks: The Audit module and Report has been updated to track inserts, deletions and changes to Global Tasks and Project Specific Tasks.

Accounting System Selection: You can now select your Accounting System from the Intertec TimePro System Configuration settings. Choose between MYOB or Quickbooks.

New Alert Message if System has been Disabled for Normal Users: Should the “Normal Users May Access” configuration setting be set to Off, Intertec TimePro will display a constant message informing Administrators that access has been set to Admin users only.

MYOB Integration Module Enhancements

  • MYOB Integration Module: We have updated the Intertec TimePro MYOB Integration Module to enable integration with the latest range of MYOB Accounting and Business Products, including:
MYOB Account Right Standard 19x (Australia)
MYOB Account Right Plus 19x (Australia)
MYOB Account Right Premier 19x (Australia)
MYOB Account Right Enterprise 19x (Australia)
MYOB Accounting Edge 9
MYOB Account Right Standard 19x (New Zealand)
MYOB Account Right Plus 19x (New Zealand)
MYOB Account Right Premier 19x (New Zealand)
MYOB Account Right Premier with Payroll 19x (New Zealand)
MYOB Account Right Enterprise 19x (New Zealand)
MYOB Accounting Edge 9 (New Zealand)
  • Enhanced MYOB Activity Slips Export: The MYOB Activity Slips Export has been extensively enhanced to now give you the ability to export Expense records as well as Time records. In addition, many new options have been introduced to allow significant flexibility in the mapping of fields between Intertec TimePro’s available fields and the MYOB Activity Slips fields. Key enhancements include the following:
  • The ability to export Expense records as Activity Slips.
  • More options for content to be included in the Notes field (now extended to optionally include Project Description, Task External ID and the MYOB Line Item Order).
  • The option to select the Value to be supplied as Rate in the Activity Slips Export. You can choose to use the Staff Project Charge Rates stored in Intertec TimePro, or to use the Rates stored in MYOB.
  • Options for values to be supplied as Activity ID, MYOB Job and MYOB Payroll Category now include: Projects MYOB Job number, Staff Projects Cost Code, Staff Projects Description, Staff Projects MYOB Activity ID, Staff Projects Role, Staff Reference, Task Description, Task External ID or a value entered by the Admin User.
  • Multiple Customers, Projects, Staff, Staff Type and Expense Codes can now be selected for the same Activity Slips export (previously, single selection or all was only available for each category).
  • The various export selections that you choose are now saved for when you next run the export.
  • MYOB Customers and Suppliers: When a MYOB Customer or MYOB Supplier record is created manually (ie. not via importing from MYOB), you can now select to generate the corresponding Intertec TimePro Customer or Supplier record automatically.