Blog from February, 2020

Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.

Task Notes: Resource History

Do you want a history of who was assigned and unassigned to tasks? If you said yes, go to the Task settings in Site Administration and enable this new setting 'Show Assigned Resource Details in Task Notes'.

This setting can be useful to see a timeline of when users were assigned and unassigned to tasks, and will avoid having to write this information yourself in a task note.

Learn more about Resource history in Task Notes.

Field: Landing Page

The new AroFlo Field menu will now display when using the 'Main Menu' option for the Field Landing Page setting in Site Administration for those using the new AroFlo Field look.

Note that this does not have an effect on the Default Task Page Filter setting.

Learn more about the Field Landing Page setting.

Field: Capture Signature

You'll notice we've given the Capture Signature screen in AroFlo Field a fresh new look.

Learn more about Capture Signature.

Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.

Active Timers Count

We've introduced a counter on the active timers button for both Timesheets and on Task worksheets.

The active timers button can be accessed whether you're using AroFlo Office or Field, and is an easy way to view active timers for other users. With this latest improvement, you can now see at a glance how many current timers are running without actually viewing the timers.

  • Show All Task Timers is found on Task Worksheets and will show you how many timers are running for that particular task
  • Show All Active Timers is found under Timesheets and will show you how many timers are running for both tasks and timesheet entries.

Learn more about the Active Task Timers (AroFlo Field) and All Active Timers (AroFlo Office).

Field: Compliance Items

Compliance Items is the latest section in AroFlo Field to get a spruce up!

If you've not yet made the switch to the new Field interface, why not give it a go? Look for the option at the bottom of the main menu in Field.

Learn more about Compliance Items.

Report Fields and Filters

Project reports

We have added Stage Cost Remaining as a new field for project reports.

This is made up of Stage Total Invoiced - Stage Cost.

In addition, we have enabled the 'Show Column Totals' and 'Show Overall Total' options for numeric custom fields.

This works for all report types.

Learn more about Reports.

Periodic Task Templates

We've removed the Frequency Editable in Field option as this was only relevant to legacy permission groups. This option is now governed by Permission Groups and can be found under Tasks > Fields: Frequency > Edit, within your permission groups.

Learn more about Periodic Task Templates and Permission Groups.

On May 13, 2020, AroFlo legacy access types (admin, manager, base) will be removed.

We began to phase out AroFlo's legacy user access settings in September 2018 and the next stage involves completing the transfer of any users who are still using these settings.

Users still using legacy access types will need to switch to permission groups prior to May 13, 2020.

Please note that this change will only affect you if you are using legacy access types. If you're already using permission groups, this change will not affect you.

Click the link below to find out more - including an FAQ page - and see how easy it is to make the switch to permission groups.

Regards,
Team AroFlo

Field: Quotes List

Field: Updates to the Quotes list

As mentioned yesterday, if you're using our fresh look of AroFlo field, you'll notice we have given the Quotes list a bit of a spruce up.

It's now even easier to find the quote you're looking for at a glance. The quotes list filter has also had an update and it now features a handy sub-filter for Acceptance Statuses when searching for quotes in an Approved status.

If you're not using our fresh new look to AroFlo Field, we think this is a pretty good reason to make the switch! Look for the button in the main menu to try it out.

Quotes list new

Regards,
Team AroFlo

Field: New Calendar & More Visual Updates

We're introducing a Calendar to our updated Field interface, and giving the Quotes List and Tasks List some love.

Here are the changes we'll be rolling out on Wednesday evening (AEDT), 12 February:

  • The Quotes list will have a tidy new look
  • Users who have set the Scheduled Tasks List as their default Field landing page will see a more spacious, attractive layout
  • You'll have the choice between a Timeline view and a Calendar view for your scheduled events
  • You will still be able to access the full Task List from your default landing page. 

If you've not yet made the switch to the new Field interface, why not give it a run? Look for the option at the bottom of the main menu in Field. You can switch back to the old interface at any time if you don't like what you see, but we think you'll love it.

Regards,
Team AroFlo

Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.

Project List view - Manager column

We've included the manager's profile picture in the project list view. This helps you see at a glance who is managing which project.

Learn more about Project Lists.

New filter for Project Tasks

When viewing project tasks, you can now select the Open status when filtering. This will list all tasks in an 'Open' status, e.g. 'Not Started', 'In Progress', and 'Pending'.

Learn more about Projects.

Report Fields and Filters

New fields in Project reports

We've added two new fields for Project reports:

  • Task Ref No
  • Task Job Number

New filters in Task and Invoice reports

Need to filter task reports according to cost?

We've added a Task Cost filter for both Task and Invoice reports.

For Task reports, the filter is called Total Cost and for Invoice reports, it's called Task Total Cost.

Learn more about Reports.

Auto Map feature in Integration menu

We've improved the way mapping works when integrating AroFlo Clients and Suppliers with your accounting package.

The Auto Map function now allows for more matches between AroFlo and your accounting package and highlights approximate matches for you to review.