2023.2 Release Notes

1. Choose which jobs to view by completing fields in the Job Selection Criteria section. For example, you can select a profit centre or charge type combination, or a sub-set of specific jobs.

2. On the right of the form, click Search Now. Jobs that meet your criteria are listed in the Jobs tab.

   You can view a job's individual costs by clicking the plus icon for a row.

3. In the Write Off column, select the costs you want to write off.

   

4. On the right of the form, click Write off job costs.
   

5. The Confirm Write-off message warns you that you are about write off a cost. Click OK.
   After confirming, the written-off costs are listed in the Results tab.

   
   

1. In the Job Selection Criteria section, select the Job Code with the written off costs you want to undo.
2. Select the Include Write-Offs checkbox.
   
3. On the right of the form, click Search Now.
4. In the Jobs tab, deselect the Write Off checkbox for the written off cost you want to undo.
5. On the right of the form, click Write off costs.
6. The Confirm Write-off message warns you that you are about to undo a write off. Click OK. After confirming, the undone write-off is listed in the Results tab.

You have lots of options when creating an email template form:

• Code – Required. Enter a short code you can use to identify the template.
• Name – Required. Enter a descriptive name for the template.

• Class – Required. Select a class that the template belongs to. The class determines what properties and variables you can add to the template.

  In version 2023.2, you can only select a company class.
• Subject – The subject lines of emails that use this template.
• Body – The main body text of emails that use this template.
• Add Property – Click this button to view different data elements and runtime variables you can add to the template. For example, you can add a customer's name as a variable to the body of the email. To add a property to the body, select a property and click Insert Body. To add a property to the subject, select a property and click Insert Subject.

• Attachments – Click Add Attachment and choose the file you want to attach to all emails that use this template.

  Adding lots of large attachments can negatively affect eReporting speed.

To make sure your emails using a template look the way you want them to, you can send a test email. On the Email Template Maintenance form, click Test Send.

Then enter an address in the Enter the recipient address window and click OK.