Anterra Version v25 Release Notes

New Features

AR Collections: Finance / Construction / Service Management

7013: Accounts Receivable Customer Collection Hub

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 CLICK HERE to see the full knowledge base article.

View full details on the AR Collection Management System on the ANTERRA WEB SITE.

AR Collection Management Overview video

7010: Accounts Receivable Customer Contacts

From our Customer Hub (accessed on the AR Invoice grid in Finance, Construction, or Service Management) you can now set up AR Customer Contacts

The setup screen is in the bottom right corner of the screen

Note that you can also email or click to dial the contact (phone system dependent) from this screen.

Finance: Account and Consolidation Group Mapping

6834: Update Anterra when you create/change account mapping

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.

7211: Update Consolidation Groups in Anterra after creation / editing

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.

7030: Add Draw to AR invoice grid for Sage customers

Construction > AR & WIP > AR Aging

Service Management > Accounts Receivable > Aged Accounts Receivable

Finance: Accounts Payable

6342: AP Vendor Payment Grid

Purpose: Review invoices and payments by vendor over a range of dates. This grid replaces an SSRS Report with pivot grid technology.

AP Vendor Payment Grid

Construction: Job Forecasting

6673: Timed Job Forecasting

Construction: Dashboard Widgets

6085: Work Backlog by PM Construction Widget – suppress display of PMs with $0 work backlog

Multiple clients requested that we do not show project managers with $0 work backlog on the Construction Work Backlog by PM Widget:

Anterra Action Items

7171: Add Project Manager Parameter to Action Item Grid

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.

Service Management:

7093: 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.

7081: GL to SM reconciliation report

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                    AAAAA
LESS Invoices Voided with Invoice Date in Period                   BBBBB

LESS Invoices Voided with Invoice Date Outside of Period CCCCC
Other GL Transactions DDDDD
Total Amount - Compared to GL Revenue Account EEEEEE EEEEEE
Click on the title of this section for the full details on this new report

All Modules: Persisted Grids

7054: Force refresh on all persisted grids

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.

6322: Show count of grouped items on Show count of grouped items on all on pivot table groupings

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.

Dashboards:

Add unit testing to Construction Widgets

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.

Data Synchronization

7208: Update status available on the menu bar

See the status of your data update and your cube update (update of Anterra for the data you entered like Job Forecasts and Work In Progress.

Bug Fixes / Usability Improvements

Finance: Consolidation Group Mapping

6284: Timeout on consolidation group mapping when more than 75 rows

We fixed a bug where clients with a large number of consolidation groups/divisions experienced a timeout error while mapping

Construction: Procore BI

7170: Procore widgets do not drill when dashboard parameter set to specific Project Manager

Fixed the issue for Procore widgets where the drill down to a grid did not work when the Project Manager Parameter on the Anterra Dashboard was selected.

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