Anterra April 2021 (v26.5) Release Notes

Anterra Version v26.5 Release Notes (April 2021)

Collapsing Consolidation Groups

We’ve had collapsing consolidation groups in Pivot Grids for a while. We’ve expanded this feature into Anterra Statement Builder financial statements and Dashboards.

Collapsing Consolidation Groups in Statements

Consolidation groups now have collapsing arrows in Anterra Statement Builder. Dropping down the Consolidation Group parameter shows you collapsed groups, you can expand any group to see its children organizations.
collapse consolidation groups
Searching for a company or division name now shows you where the item found is in the organization hierarchy:  Here is a search for a division name containing “service” – the results show you exactly where the divisions are located:
divsion name

Collapsing Consolidation Groups on Dashboards

Consolidation groups now have collapsing arrows on your dashboards, expand any group with the arrows to the left of the title:
arrows expand
Like statements and pivot grids you can search for organizations:
search

Anterra Statement Builder

Company-Specific Cascading Logos for Financial Statements

We’ve added the ability to set up logos for each level of your Consolidation Groups, This was requested by clients with Companies and Divisions that operate as separate businesses with their respective logos.

Management of logos has moved from Anterra Statement Builder individual statements to Consolidation Group Mapping.  If you want to add logos to statements and you don’t see this menu (shown below) please contact your company’s Anterra administrator.

add logos

We’ve added a grid to assess the impact of unmapped accounts on your financial statements.
unmapped accounts
If you click on Update, Anterra when you have unmapped accounts a new popup appears.  A link in the popup will open a grid showing entries for the unmapped accounts.  It’s always best to map all accounts in Anterra as new accounts were likely opened for a specific reason and will have entries soon.
unmapped confirmation

AR Collections Payment Promise Date

We’ve expanded AR Collections with the capability to track payment promise date by invoice.

  1. Select the “Customer Hub” Icon from the AR Invoice Grid. 
    AR payment promise
  2. Inside the Customer Hub, select invoice(s), and enter a payment promise date, click on the button “Update Selected Invoices” to set the Payment Promise Date, the date shows in the far right column of the invoice grid:
    update date
  3. The AR Invoice Grid has 2 new columns:
    1. Payment Promise Date
    2. Days To/From Payment Promise Date
  4. You can create views that filter on the Days to / From Payment Promise date to determine:
    1. Invoices and total dollars that have payment promise dates (Days to / From not equal to Null)
    2. Invoices past their payment promise date (Days to / From) < 0
      past promise date

Added MTD Cost to WIP Profit by Month

We added a new column to the WIP Profit by Month report – MTD Cost.
Your WIP Profit by Month Report might be located in Reports to Test > Construction > Monthly WIP Profit.  
monthly WIP profit
You can rearrange your menus under Admin > Menu Administration, simply move an item into a new location on the left side of that screen.  Contact support if you need assistance.
The Monthly WIP Profit report is run over a range of months and now shows Earned Revenue, MTD Cost, and WIP Profit for each month in the date range selected in the report parameters.
past due monthly
  1. Invoices with images attached and will appear with a dark blue icon in the “Original Amount” Column. Invoices without linked PDF Images will be gray.  Click on the icon to view links to images.  Note that multiple images can be accessed for the same AR invoice – i.e.,  the invoice and a signed quote. 
    invoices with images
  2. Click on the invoice or the quote to view the PDF.
    view PDF
Please contact us to discuss how we can connect to a data folder on your server and the file naming requirements.  There is a small fee for hosting and supporting invoice images.

Bug Fixes

8730: Filters on the AR Invoice grid do not work without removal and reapplication

8872: Widget hover overs and drill-downs not working

8887: Percent complete Construction Widget shows incorrect values

8975: Delete statement in ASB not working

8997: Date adjustment on Project Gantt Chart does update properly

Upcoming Features

You may see some new items under Reports to Test we are nearing completion of:
  1. Integration of Anterra AdHoc Reporting powered by Amazon QuickSight
  2. Job Gross Margin Forecasting using Job S Curves
These features are part of our next major release, v27, which will be available in May 2021.


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