Blog

Field Updates: Improvements to the Purchase Orders list

The Purchase Order list is the latest area to get a makeover in AroFlo Field.

Other than a new, modern look, this update will also allow you to filter by approval status.

Purchase Order list update

Learn more

Regards,
Team AroFlo

Field Updates: Improvements to the Purchase Orders list

We're shortly going to be releasing an update to the purchase orders list area of AroFlo Field.

Other than a new, modern look, this update will also allow you to filter by approval status.

Here is a sneak peek:

Purchase Order list update

Regards,
Team AroFlo

You need to be using permission groups to access these features.

We're excited to announce two new Gantt chart features that will be released in the coming weeks.

Project Task Scheduling

You will be able to double-click any task bar within your Gantt chart to schedule the task to your chosen resources. There will be two-way communication between your Gantt chart schedules and your AroFlo Calendar, so changes made in one will be reflected in the other. Too easy!

OFFICE IMAGE

Baseline Options

The Baseline button will soon contain the option to display only the baseline. This will be handy if you want to create an export of the baseline to send to your stakeholders. We've also added the task name to each baseline bar, so you'll be able to see where you are when using the Show baseline only feature.

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Join our webinar

We've scheduled a webinar on these new features for Wednesday, 19 May 2021 at 11:30 am (AEST). Register here.

Regards,
Team AroFlo

GPS: Asset Tracking

New GPS Tracking Devices Available

We have two new GPS tracking devices available which are ideal for tracking low-movement equipment. The battery-powered units are small and lightweight and designed for things that you don't need to track on a continuous basis, making the battery last up to 7 years.

Here are some examples of equipment you might wish to track:

  • Toolboxes
  • Skip bins
  • Flood restoration fans or dehumidifiers
  • Electronic road signs or billboards
  • Large machinery.

See our help pages to decide which device is right for you.

GPS tracking new devices

Learn more

Join our webinar

We've scheduled a webinar on this new feature for Wednesday, 5 May 2021 at 11:30 am (AEST)Register here.

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.

Office: Invoices

We've changed the look of the Save and Capture Signature buttons on all types of Invoices. You'd be used to seeing these floating buttons across other areas of AroFlo.

Learn more about Invoicing.

Pre-Built Forms Added

The following forms have been added to our list of pre-built compliance forms:

  • Gas Safety Checklist - Victoria
  • Electrical Certificate of Compliance & Electrical Safety Certificate (Electrical CoC & ESC) - Australia and New Zealand (governed by AS/NZS 3000 standards)

Learn more about Pre-Built Forms.

Report Fields and Filters

Credit Notes report

The following fields have been added:

  • Credit Applied
  • Credit Payments
  • Credit Remaining
Bills and Purchase Orders reports

We've added some signature fields to Bills and Purchase Orders reports:

Bills:

  • Bill Signatures
  • Bill Signatures Date Time
  • Bill Signatures Label
  • Bill Signatures Print Name

Purchase Orders:

  • Purchase Order Signatures Label

Quotes report

We've added 'Item Unit Hours' as a field. This works well with the 'Item Unit Labour' field to tell you your Unit Rates on items as well as your Total Hours.

Tasks report

We've added 'Lab Resource Position' as a field. This works well with the 'Lab Resource' field to tell you the position of the resource that the labour entry was recorded against.

Learn more about Reports.

The new AroFlo calendar, which we introduced in March last year, is now available to all users, including those using legacy access permissions.

For those who haven't yet checked out the new calendar, here's an overview of the new features it offers to make your scheduling even more flexible:

Save calendar views

Save multiple calendar views and switch between them with a single click.

Save multiple calendar views

Learn more about this feature

Additional filters

Filter by client, location, task type, assets, and more.

Filter as you need to

Learn more about this feature

All-day events

Show all-day events from external calendars, e.g. industry RDOs, your local public holidays, even your team's game dates.

Show All-Day Events

Learn more about this feature

Shaded out-of-work hours

See your work day at a glance, as hours outside your set working hours are shaded.

Non-work hours are shaded

Learn more about this feature

All your favourite settings are still there, so you can set up your calendar views just as you want them.

Just click Switch to the New Calendar to put the new features through their paces. You can switch back to the old calendar at any time.

The Learn more button below will take you to our updated Help documentation, including a handy webinar.


Regards,
Team AroFlo

We've changed the look of how project stages appear when creating and editing a project.

  • Stages are now collapsed by default. Simply click a stage to view the details.
  • Look for the blue pencil icon to edit stage details.

All other functionality remains exactly the same.

Project Stages update

Learn more

Regards,
Team AroFlo

Order items from Reece, Actrol or Metalflex quotes in seconds

AroFlo's Supplier Connect feature allows you to place orders directly with Reece, Actrol or Metalflex via the Purchase Order screen.

Today, users with Supplier Connect can also order items from Branch Quotes or Product Lists in their Reece online account.

Purchase Orders with supplier connect now include a 'Supplier Quote No.' field to display the Reece Group quote number.

Purchase Order Reece Quote Number

Learn more

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.

Integration Updates

Xero Integrations

We've added a new dropdown in the authorisation area to select new or existing Xero Organisations. The change allows for multiple organisations to authorised.

Supplier Invoices

The Sync Data > Supplier Invoice table includes a new column for 'Inv. Date'.

Credit Notes

We've made some improvements to credit notes:

  • When searching for credit notes, the search will only contain credit notes that are in progress. To search for credit notes in other statuses, use the dropdown at the top right.
  • When searching processed credit notes, you now have Quick Select options available.

Learn more about Credit Notes.

Report Fields and Filters

Assets reports

The following fields and filters have been added:

  • Location Suburb field
  • Location Postcode field
  • Default Document filter

These new location fields are useful if you want to group your assets based on location.

Use the Default Document filter in conjunction with an Asset Document Image field to only display assets with a default document.

Task reports

'Task Signatures Name' has been added. This is helpful if you need to see the names of who's signed off on your tasks. You can use this in conjunction with the 'Task Signatures' and 'Task Signatures Date Time' fields.

Bills reports

The following fields have been added:

  • Task Job Number
  • Task Type
Purchase Order reports

The following fields have been added:

  • Total Billed Ex
  • Total Billed Inc

These fields relate to the sum of all bills raised against a purchase order.

Learn more about Reports.

Report Fields and Filters (continued)

Periodic reports

We have added Client Primary Contact fields (e.g Contact Name, Contact Phone) to Periodic reports.

Credit Notes and Invoices reports

For Credit Notes reports, 'Task Sales Person' has been added as both a filter and a field.

For Invoices reports, 'Sales Person' has been added as a filter.

Invoices reports

Location custom fields have been added as available fields. Type 'cfloc' when searching for location custom fields, or simply 'cf' to display custom fields from all sections.

All reports

When using the 'Custom' option for date fields, you now have a 'Complete Days' option.

This applies to all reports and is useful if you want to filter out data from the current day.

Learn more about Reports.

We've updated the look and feel of the Document Directory in Field.

We'll be rolling this new look to other areas that use Documents and Photos throughout the year.

FIELD DOCUMENTS

Learn more

Regards,
Team AroFlo

We've introduced a small change to display the new calendar by default when viewing the calendar. You can still switch to the old calendar at any time while logged in.

If you're still using the old calendar, it will be displayed by default until you're ready to try the new calendar.

Regards,
Team AroFlo

We've set up a range of commonly used compliance forms that you can download within AroFlo and customise to suit your business. This will be a huge time saver when setting up the forms you need.

You can see a preview of the available forms here

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Webinar

We've scheduled a webinar for 11:30 pm (AEDT) Thursday, 1st April, to guide you through all aspects of importing layouts and pre-built forms. Register here.


Learn more

Regards,
Team AroFlo

We've added more functionality when it comes to updating periodic checklists from checklist templates. When making changes to checklists, you'll now get to make a choice as to what you want to happen with existing periodic checklists.

Update periodic task checklists

Learn more

Included in this update is a change to the appearance of checklists within periodic task templates.

Periodic checklist

Learn more

Regards,
Team AroFlo

Sites with a Xero Integration

On the 25th of March 2021, Xero will be updating company file authentication to a new version(oAuth v1 to oAuth v2). Sites with a Xero integration will need to re-authorise their company file on this date. The Xero integration menu will display 401 Unauthorized notifications when the switchover occurs.

Learn more

Regards,
Team AroFlo