Anterra has released a major enhancement with an AR Customer Collection Hub. The customer hub allows collectors to update or create AR Action Items for multiple invoices at a time. Please click on the link at the top of this item or
to see the full knowledge base article.
You can now update your account mappings after editing/creating them. After you have completed all your edits for a session, click on the Update Anterra Button. You will initiate a cube update that will refresh your account map for all Financial Statements, widgets, and pivot grids.
You can now update your consolidation group dropdowns after editing/creating them. After you have completed all your edits for a session click on the Update Anterra Button. You will initiate a cube update that will refresh your consolidation group menu items in all modules of Anterra.
Procore clients requested that we add a parameter on our Action Item grid for Project Manager. The result is that you can now filter the grid by Project Manager. The result is that the grid displays all of the action items for jobs that the selected manager is the Project Manager for. This means all of the action items for the related jobs appear, the items are not filtered to the items assigned to that Project Manager. If you would like to filter the Action item grid to the items assigned to a Project Manager select the Project Manager's name in the Assignee parameter.
Add last work
date to SM Work Order profitability grid
We have added a column for Last Work Date on the Work Order Profitability grid, this shows the last date a technician recorded hours on the work order.
This report reconciles GL to SM revenue. It has a menu role security of
report testing so you can test it before it appears on your menus, please
contact us if you need assistance to activate and test it.
Purpose: Service Management Operation Managers run reports out of Service
Management showing monthly revenue. Revenue on Service Management reports
can be different from the revenue on a GL income statement, in some cases by
many thousands of dollars. The difference is caused by invoices voided in
AR outside of the reporting period and by non SM transactions in the GL revenue
account for Service Management.
This report balances GL to SM using the following sections:
Invoices from Service Management in Period
LESS Invoices Voided with Invoice Date in Period
LESS Invoices Voided with Invoice Date Outside of Period
Other GL Transactions
Total Amount - Compared to GL Revenue Account
Click on the title of this section for the full details on this new report
All pivot grids have had a new button added - Force Refresh.
The purpose of this button is to ensure you have the latest data in your grid. EXAMPLE: project managers are busy entering forecasts for a month-end, you have the Anterra Margin Gain Erosion pivot grid open. When you open the grid the values are loaded into your browser. If project managers are entering forecasts you might want to ensure you have the latest Forecast Cost at Complete values. Click on the Force Refresh button to update the grid with all entered values in the system.
All pivot grids
now show you the number of items for each pivot table group.
In this example the Margin Gain Erosion grid is grouping jobs by Division, then Project Manager. The General Construction division has 11 jobs, the first PM has 4 out of the 11, the second PM has 1 job, the third PM has 4 jobs.
Anterra has added automated testing for construction widgets to ensure the number of items displayed on a widget is the same when you drill to a detailed grid. The exception is Procore widgets where more than one person may be assigned as the owner of an action item, we count that item as assigned to each item owner.
Anterra Version 26 Release Notes AR Collections – Enter and Report on Payment Promise Date The AR Aging Pivot Grid now supports the ability to enter a payment promise date in the Customer Hub: Select the “Customer Hub” Icon from the AR Invoice ...
Version 25 Release NEW REPORT Purpose: Service Management Operation Managers run reports out of Service Management showing monthly revenue. Revenue on Service Management reports can be different from the revenue on a GL income statement, in some ...
Version 25 Release Standard Menu Items: Construction > AR & WIP > AR Aging Service Management > Accounts Receivable > Aged Accounts Receivable Screen Shot NOTE: We are working on Payment Application mapping for Viewpoint Vista Clients
The latest version of AnterraBI (ABI) is here for you! Based on client feedback and requests, v27 improves your financial management every day. Job Cash Flow It's horseshoes, not darts! S-Curve Models One new feature, Job Cash Flow, (which is ...
Anterra Version 25.2 Release Notes Updates to Anterra Pivot Grids These are general updates that apply to most of the grids through every module (Finance, Construction, and Service Management) Setting the Default Date for a Pivot Grid - KB Pivot ...