Improvements needed for the Progress Claim Report screen, so this is more intuitive. Can we have a dropdown list of the Claims (based on the Job number entered) to select from. And then have the Period date automatically align/update to reflect the actual period of the claim.
Company | Maben Group |
I need it... | Yesterday...Come on already |
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Thanks Andrew, i am putting together a list and will email you directly at the end of this week /or early next week. It will great to meet in January.
Hi Selene,
As an indication of what we would like to improve for our customers is
listed below. I would love to listen to your feedback/ and experience also,
including more info on your latest comment, and in that regard please email
me directly a brief list of what you personally would like to see enhanced.
Perhaps we can catch up in a Gmeet to discuss. Email me at
andrew_tucker@trimble .com
Indication of changes in our current thinking...
- Combine Original Work and Variation Claims into one claim screen
- Allow easier updates of previous claims to match certified amounts
with flow to subsequent claims
- Improved link between Invoice and Claim and improved visibility in the
project module.
- Allow an easier method to renumber claims
- Potentially allow claim number sequencing by Debtor in the case where
a Job has multiple debtors.
cheers
Andrew
Hi Andrew, could you please provide an indication of your intended improvements to the HC Claims module. We would love to know what in particular you are going to focus on for improvement? i.e. ability to add more Variations to claim after posting / finalisation of the Claim.
Hi Selene,
Unfortunately, we are unable to give timeframes/dates due to Trimble Policy
as a Listed company, nor any guarantee that Roadmap items will be complete,
as we are talking futures and priorities often change.
If you did want something more concrete we can proceed as a customer funded
enhancement. If this is going to make you more efficient , you see value,
and you are interested in this approach you can commence with a quote
request for the customisation via our support portal.
cheers
Andrew
Thanks for your reply, Andrew. When you state 'medium term' what is the typical timeframe on this?
Thanks for your suggestions Selene. Noted.
We do have a big uplift to the HC Claims module in the Roadmap, just
clearing a few other priorities before we can commence, but looking forward
to bringing some Claim improvements to our customers in the medium term.
Cheers
Andrew
*Andrew Tucker | **Sr Product Manager APAC*
*Trimble Viewpoint*
*D:* +61 2 9492 4100 | *C:* +61 416 209 722
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