Submit Your Suggestions for Jobpac

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Invoicing - single screen entry

You need a single screen that allows you to enter an invoice in it's entirety: Add invoice. Select the creditor, enter the 'dissections' detail line by line, selecting the relevant tax code, ledger, job, and cost centre for each line.  Then you check the total, the GST amount at the bottom and click ok.  One screen.  Not 15. 

  • Guest
  • Feb 8 2019
Company Spence
Job Title / Role Admin
I need it... Yesterday...Come on already
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  • Admin
    Andrew Tucker commented
    February 13, 2019 02:50

    Thanks Tamara
    Yep Brisbane if any of your team can make it. Well worth while once a year.

  • Guest commented
    February 13, 2019 01:44

    Hi Andrew,

    I’m guessing your Roadshow is in Brisbane this year?? Not very likely that we will be attending, given we are in Cairns.

    Some 1600km away. 😊

    But I’m happy to maintain email correspondence and give you an Australian admin viewpoint if that would be helpful.

    Tamara

  • Admin
    Andrew Tucker commented
    February 12, 2019 22:56

    Hi Tamara,
    Sounds like you have plenty of experience and I would love to catch up and discuss your ideas. Try and get along to the Roadshow this year and introduce yourself. Lets talk about it.
    It’s funny you mention cheques and you would think obsolete yet only last year we implemented a big company that ONLY use cheques still and in the US it is still the most common form of payment in construction … CRAZY I know.
    On that matter though we may be able to do a few things to help you streamline, for example set the default selection on that page to EFT for example. I highly recommend once you settle in a bit to put in a request for service and ask a Jobpac consultant to come out for a process health check. There are often things we can do with existing configuration alternatives to help you with process workflow. And yes BPAY and CREDIT as well as new payment methods being introduced now by the major banks need to be included I agree.
    I feel sure we can help you improve use of the system.
    See you at the Roadshow!
    Thanks
    Andrew

    ANDREW TUCKER Sr. Product Manager APAC

  • Guest commented
    February 10, 2019 22:53

    Good morning Andrew,

    Thank you for personally responding to my suggestion. I am glad that this is already under consideration.

    While I have been involved in the Building & Construction industry for many years in an administrative capacity, I am new to Jobpac and struggling to comprehend why the creditors and debtors system is so complicated. I can see the huge potential for positive reporting within the project management side of the program, and have no doubt that it will prove beneficial for our various projects and cost analysis for each. However, I find the entry of creditor and debtor invoicing to be clumsy and time consuming in comparison to other programs I have used. Plus there are many factors that simply do not lend themselves to accuracy or truth in recording. For instance – the ‘cheque’ notation. Cheques are practically obsolete, we don’t use them at all, and being forced to select ‘cheque’ as a payment method is inaccurate, especially as you don’t have a cheque number to refer to, but you need to guess what fictitious cheque number you are up to because it doesn’t even automatically select the next number for you. What we need is a simplified ‘Paid invoices’ page, where you enter the details on a single screen, select the relevant boxes for approved, job coding, costing etc, and then select the payment method. The payment methods should be a choice of BPAY, eft or credit card, with a list of your accounts (credit cards, bank accounts) and the date of payment. And it should then simply add the transaction accordingly to your Accounts Paid report.

    I realise there are many suggestions being submitted with regards to the admin side of the program, however, I feel as though I have just spent a week trying to enter a handful of invoices, both paid and unpaid, that should have taken me an hour. We have just gone live with our system, and it is a learning curve I am sure I will come to process on automaton with time, but it would be far more efficient to refer to examples of simpler single-screen entry utilised by other systems.

    Thanks again, I appreciate the opportunity to discuss this with you.

    Tamara

    _____

    Admin

    Spence Contracting

    Cairns: 111 Spence St ~ Cairns ~ Qld ~ 4870

    PO Box 1019 ~ Bungalow ~ Qld ~ 4870

    P: (07) 4031 6382

    E: admin@spencecontracting.com.au

    W: www.spencecontracting.com.au

    ABN: 60 102 304 110

    _____

    Mount Isa | Cairns | Regional Qld

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  • Admin
    Andrew Tucker commented
    February 08, 2019 06:50

    Hi Tamara,
    I like this Idea and thanks for the suggestion. Infact we started to look into that already and mentioned it in the 2018 Roadmap. There are reasons why Jobpac has evolved the way it has, for large construction companies with separation of responsibility, PO and delivery docket matching, and coding carried out by project teams but I agree we could be better and need more direct entry capability for those quick entry invoices that you need to get into the system fast.

    One thing that may help you, while we consider that suggestion, is investigating an OCR Interface. Using OCR Invoices can be automatically read and pushed into Jobpac with the invoice details and scanned image attached. This will save you the step of registering your invoices completely. From there they can be coded on the one screen.
    If you go all the way with this as some companies have, Invoices can be scanned by OCR and automatically matched to PO’s and delivery dockets in Jobpac, then automatically posted. With no human intervention from scanning to Post provided everything matches in between. Invoices that don’t match within tolerance can be handled manually in the system.
    Let us know if you are interested in exploring that option further.

    By the way, are you coming to our Product Roadshows this year in late Feb early march? It’s a really informative event and free to attend. You can invite a few people for your company. Let me know if you need an invite or register from the Jobpac Log in page.
    Hope to see you there

    Thanks
    Andrew

    ANDREW TUCKER Sr. Product Manager APAC

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