Blog

Client reports now include the option to filter by custom fields. Client custom fields using the ‘Checkbox’, ‘Radio’ or ‘Select’ field types now appear at the bottom of the Customise > Filters tab in your client reports.

We’ll also be rolling out custom field filters to other report areas, so stay tuned.

Filter by Custom fields in Client Reports

Learn more

Regards,
Team AroFlo

You need to be using permission groups to access this feature.

Office: Linking quoted items to invoice line items

You can now link items from a linked quote to invoice line items.

This could be useful if you want to invoice for quoted works to date, or maybe you're already using this feature but want to add an item from the quote as opposed to from the task.

Linking quoted items

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. This edition contains many report fields and filters to help you find what you need when it comes to reports!

Training Centre: Certifications Course

We've launched a course on certifications in the Training Centre. If you don't manage licences, inductions and qualifications in AroFlo, why not try the course?

Learn more about Certifications.

Report Filters

Tasks report

We've added a 'Created By' filter

Use this to filter your tasks based on who created them.

Learn more about Reports.

Report Fields

Tasks report

The following fields have been added to task reports:

  • Audit Event Task Assigned To
  • Audit Event Task Assigned To Date Time

Viewing an audit trail of who was assigned just got even easier!

Note that the available data is available from June 1, 2020.

We will be rolling out this functionality into other areas in due time so watch this space!

Purchase Orders report

The following fields have been added to purchase order reports:

  • Task Assigned To
  • Task Last Assigned To
  • Task Current Assigned Resources
  • Task Assigned Date
  • Task Assigned Date Time
  • Task Organisation Name

Learn more about Reports.

Report Fields continued

Users report

The following fields have been added to users reports:

  • Timesheet Verified
  • Timesheet Verified by
  • Timesheet Verified Date Time

These are useful for timesheet reporting: telling you who verified a timesheet and when.

Scheduling report

We've added Task Description as a field in scheduling reports.

Using this field, the task description will display when reporting on task schedules or task timesheets.

Learn more about Reports.

You need to be using permission groups to access this feature.

Visual project tracking with Gantt Charts

We'll soon be releasing our new Gantt Chart tab in the Projects area, allowing you to create a Gantt Chart for your project with a single click. 

  • Create a tighter project timeline thanks to clear visualisation of project tasks and stages
  • Link dependent tasks or stages so work proceeds in order
  • Add milestones for key project events such as progress payments or site inspections
  • Easily update task progress to automatically track overall project progress.

OFFICE IMAGE

Join our webinar

We've scheduled a webinar for Wednesday, 1 July at 11:30 am (AEST) to show you how easy it is to use Gantt Charts to keep your projects on track. 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.

Verify Timesheets via EOD Approval

Our new EOD Approval button not only gives you greater flexibility in signing of staff timesheets - it also automatically verifies timesheets. Verification is required for our Timesheet Integration feature. 

Learn more about Timesheet Integration.

Layout fields

Invoice layouts

The following project retention fields have been added so you can display total owing minus the retention amount:

  • [Total Tax Less Retention]: GST payable on the Invoice Value Ex less retention Amount

  • [Balance Due less Retention]: Invoice Value Ex less retention Amount + [Total Tax Less Retention]

Learn more about Project Retentions.

Report Fields and Filters

Tasks report

We've added the filter Client Trading Terms to task reports.

If you book out jobs via reports and want to use clients' trading terms as a basis, this filter will come in handy.

Learn more about Reports.

You need to be using permission groups to access this feature.

Our latest update to the Timesheets area lets you sign off timesheets for multiple staff for a single day or a range of days. This is a huge time saver for anyone with large teams.

Within the Daily Timesheets area in the Office interface, click EOD Approval > Bulk Approve EOD to select the resources and date range you want to sign off.

OFFICE IMAGE

This is all part of a larger project we're working on that will let you automatically fill gaps in timesheets with an overhead of your choice. Look out for that in the coming weeks.

Learn more

Regards,
Team AroFlo

Office: Include task custom fields when using Bulk Data Import tool

The fifth and final phase of our updates to the Bulk Data Import tool is live! You can now import custom fields when importing Tasks in bulk.

Bulk Upload custom fields on Tasks

Regards,
Team AroFlo

You need to be using permission groups to access this feature.

AroFlo now includes timesheet integration with MYOB AccountRight (Plus or Premier).

  • Reduce manual entry during pay runs. Send verified timesheets from AroFlo to MYOB AccountRight.
  • Send overhead hours (like personal leave, annual leave and RDOs).
  • Send productive hours for those paid by the hour (like contractors and casuals).

Learn more below.

Timesheets to MYOB

Learn more

Regards,
Team AroFlo

You need to be using permission groups to access this feature.

We've introduced the ability to update your quote line items based on your latest inventory pricing.

This will save you time if you use quote templates but your inventory pricing is frequently updated, or if you've been working on a quote for a while but your inventory pricing has changed since the quote was first built.

Update Inventory Pricing on Quotes

This function is available on both simple and detailed quotes.

Regards,
Team AroFlo

Introducing Driver IDs
You need to be using AroPoint GPS to access this feature.

Use RFID tags as a way of tracking drivers

If you're an AroPoint GPS customer and you want the functionality to be able to track driver history, our latest feature - Driver IDs - may be a good fit for you.

With Driver IDs, drivers use an RFID tag to 'tap on' to a vehicle to register that they are driving it. This will also link the asset to the user for that period. In addition, there will be a few ways you'll be able to view driver history.

Driver IDs

Regards,
Team AroFlo

Field users will now see three new icons in their timesheet entries: 

  • padlock: locked indicates that the timesheet has been signed off for the day
  • signature icon: bold indicates that the weekly timesheet has been approved
  • shield: green indicates that the weekly timesheet has been verified.

If any of these symbols is active, the edit button (pencil icon) will not display, as entries are locked. These new icons will let staff know the status of their daily and weekly timesheets.

FIELD IMAGE

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.

Field: Compliance Forms Required

We've made it clearer when compliance forms are required prior to starting a task.

Learn more about Required Compliance Forms.

Report Filters

We've added some quote-specific information filters to both the Quotes and Tasks reports.

Quotes report

The following filters have been added:

  • Date Accepted

  • Accepted by
  • Date Expired

  • Quote Acceptance Status

Tasks report

The following filters have been added:

  • Quote Date Accepted
  • Quote Accepted By

  • Quote Date Expired
  • Quote Acceptance Status

Learn more about Reports.

Report Fields

Quotes report

The following fields have been added:

  • Organisation Name

  • Parent Organisation Name

These will come in handy if you have multiple business units and need to know which quote belongs to which business unit.

Learn more about Reports.

You need to be using permission groups to access this feature.


Folders are now available in the Documents and Photos tab on the Task Worksheet and Quote Worksheet.

Use folders to keep your jobs organised and quickly find the files you need.

OFFICE IMAGE

Regards,
Team AroFlo