AnterraBI™ v28 has been released to Production! Below are the 18 new features available today
1. Menu Item Search Bar Improved!
2. Security – AnterraBI has Multi-Factor Authentication (MFA) Enabled
3. WIP Management – Split WIP adjustment dollars into a separate column
4. Forecasting - Manage Project Dates from the Job Forecasting Hub
5. AR Collections - Edit Action Item from the Action Item Pivot Grid
6. AR Collections - AR Invoice Due Date and Days To/From Due Date
7. AR Collections - AR Customer Contact – Added fields for phone extensions, title, notes
8. AR Collections – Sort Action Items in Calendar Agenda view by Customer
9. Cash Flow Forecasting – Added ability to ungroup all contract items
10. Cash Flow Forecasting – Added “reset button” to spread amounts on S Curves
11. Cash Flow Forecasting Pivot Grid – Added calendar year view
12. Construction BI – Added columns for Pay Item Classification (REG vs OT) to JTD Labor Pivot Grid and Labor Hours by Pay Period Widget
13. Construction BI – Added Sales Person to the Final Margin Grid
14. Bug Fixes listed
The magnifying glass in the top right of AnterraBI now lists
all menu items for a word you search for and has hyperlinks to let you instantly
open the menu item. Enter any word to
search for and you get a display of menu results:
Note to our Canadian and Australian clients: You can edit menus in Admin > Menu Administration to correctly spell “Labour” 😊
You have a new column on your WIP Management Grid – WIP
Override $. The column is filled in when you enter a WIP percentage
complete. This allows you to do job cost
accrual entries and make a change to the job’s WIP Percent complete.
The WIP Management grid is typically located under
Construction > Work in Process menu.
We have added a column “Manage Project Dates” to your Job
Forecasting Hub. This allows Project
Managers to change the end date of a project prior to entering their Forecast
Cost at Complete. The End Date is
important if you use S Curve forecasting, we need to spread future revenue and
cost over the remaining duration of the project. You can turn on the column by clicking on the
3 dots on any column, selecting columns and clicking the check box beside
“Manage Project Dates”
The Job Forecasting hub is typically located under Construction > Project Status, it may be under Construction > Reports to Test if you haven’t rolled it out to your team yet.
We have added a column “Edit Action Item” to your Action
Item Pivot Grid. This allows AR
Collectors to sort action items any way they want, then edit them. You can turn on the column by clicking on the
3 dots on any column, selecting columns and clicking the check box beside “Edit
The Action Item Pivot Grid is typically located under Action Items > Pivot Grids.
Each of the systems we integrate with: Sage 300CRE, Viewpoint Vista and Acumatica calculate an AR invoice due date based on the AR customer setup. We have added 2 columns to your AR Invoice Grid: Invoice Due Date and Days To / From Due Date. This gives your AR Collectors knowledge about when to call to collect AR invoices. Example: customer negotiated 90-day payment terms, that customer should not be called about invoices less than 90 days old.
You can turn on the columns by clicking on the 3 dots on any
column, selecting columns and clicking the check boxes beside “AR Invoice Due
Date” and “Days To/From Due Date:
The AR Invoice Grid is usually located under Construction > Accounts Receivable or Service Management > Accounts Receivable
Added fields to the customer contact record based on client requests:
The customer contact information can be maintained in the Customer Hub in AR Collections.
Your agenda view of Action Items now sorts by customer
within each day making it easier for collectors to see all items due in a day
The Agenda view of Action items is under Action Items > Calendar > Action Item Calendar
In our V28 release, we added the ability to create Contract Item Groups for selected contract items. Some clients group contract items together for cash flow forecasting. You can now ungroup all contract item items making it easier to edit your groupings.
By selecting the checkbox to the left of groups at the top of the group pane you can select all items
Clients requested we make it easy to start cash forecasting over, clear out all timed forecasts, and spread all amounts for contract revenue and costs on the project’s S Curve – we made a “reset button”.
When you select “Spread Amounts on S Curve” we clear out all timed forecasts and spread contract revenue and Forecast Cost at Complete on your S curve, a fresh start to a timed forecast.
The button is “Spread Amounts on S
Curve”. By selecting the checkbox to the left of groups at the top of the group
pane you can select all items
You get a pop-up warning that you will be clearing out your forecasts and applying the S Curve assigned to your project
Clients requested we create a view to
the end of the current calendar year:
This grid is most likely under Reports to Test > Construction, please contact us if you would like to arrange training on this very powerful tool
Clients requested we show a breakdown between OT and DT. We have added these classifications to your Labor Hours by Pay Period Widget and the Labor Hour Grid
NOTE: This screen shot is from sample data that does not have double time pays – DT Hours would appear as a separate bar to the right of OT hours and as a column on our labor grid
Please contact us if you would like this set up, we need to flag your Pay IDs as OT and DT to segregate them:
Per client requests, you can now turn on the Sales Person column in Grid Admin and make it visible on the Final Margin Grid: Construction > Margin Analysis
The following bugs have been fixed.
8453: The “&” Symbol can now be used in Account Mapping hierarchy; we added the ability to save special characters in the Account Hierarchy
9513: Accounts are out of order in Anterra Statement Builder Row Configuration
9674: Fixed drill down to financial transactions to use fiscal date instead of calendar date for companies with non-calendar fiscal year ends.
8887: Percent complete Construction Widget shows incorrect values.
9711: Deleting data trimming for a user now removes that module from a user’s account, prior to this fix it was possible to remove data trimming resulting rare but potential security issues
9905: User Group Admin – notes field only displayed 1 line, every note entered by clients was more than 1 line requiring users to drag the notes box bigger every time, made it much taller
9994: S Curve Forecasting – we corrected a condition where more than 100% of remaining contract revenue and forecast cost at complete was being distributed over the remaining months of a project
10062: S curve graph was not including the first month actual revenue and cost on some jobs
—End of V29 Release Notes—