Anterra Help Center

AnterraCloudBI v26 Release Notes

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:


  1. Select the “Customer Hub” Icon from the AR Invoice Grid.        
  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: 
  3. The AR Invoice Grid has 2 new columns:  Payment Promise Date and Days To/From Payment Promise Date.  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)
  1. Invoices past their payment promise date (Days to / From) < 0

AR Collections – View Invoice Images

AR Aging Pivot Grid can display PDF invoice images inside the Customer Hub.

To enable this feature, we need to configure a service that monitors where you store PDF images.

1.     Select the “Customer Hub” Icon

2.     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.  Select the image icon to view links to images. Note that multiple images can be accessed for the same AR invoice – for example, the invoice plus a signed quote:


3.     Click on the invoice or the quote to view the PDF.

Please email 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.


New Construction Widget – Work Backlog by PM


New Admin Grid – Data Trimming by User

This grid lets you report on data trimming security for your users.
Menu:  Admin > User Admin > User Data Trimming Report

Collapsed Pivot grids – now show percentages.

When you select “Collapse Pivot Table” on a Pivot grid we now show percentages from the columns in the uncollapsed view:

Action Item Calendars – may now be exported to PDF

When you are looking at Action Item Calendars you will now see a PDF button, click on the button to view the on the Month and Agenda views.  Clicking on the button will open the calendar in a PDF.


    • Related Articles

    • Anterra Version 25 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 ...
    • AnterraBI v27 Release

      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 ...
    • Release Notes v25.2

      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 ...
    • Pivot Grid Group Counts Added

      Version 25 Release 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 ...
    • All Pivot Grids: Force refresh button added to update user entered information

      Version 25 Release 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 ...