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Forum Member
      
Group: Forum Members
Last Login: 9/30/2008 7:49:59 AM
Posts: 35,
Visits: 225
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| The ability to have the banked services have hard limits and not go into negatives would be much better. The ability to bank services when everything is depleted makes it all too easy to not properly bill items. Especially with the auto $0 billing of banked items when utilizing PTI. Getting a warning when attempting to bank hours that it's been depleted, or that banking the service will go over the limit and give an option to only bank the balance and bill the rest, etc. Anything along those lines would be a great help. This would clearly require some kind of split up of the hour, dollar, and incident banking.
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AyaNova Sales & Support
      
Group: Administrators
Last Login: 10/10/2008 2:53:05 PM
Posts: 1,840,
Visits: 4,267
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| Hi Chris What will be available with AyaNova 4 is a "tooltip" showing the balance for hours, incidents and currency in the Labor subsection of a workorder when you hover your mouse over the Banked Service column symbol. This way you can see at a glance whether you will go over the Banked Service balance before you apply your labor to it. This is in addition to the ability that has always been available - where you can see the Banked Service balances by using the Client jump button in the workorder to view the Client entry screen, click on the Banked Service jump button and view the Banked Service grid for that client. - Joyce
- AyaNova Sales & Technical Support
- http://www.ayanova.com
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Forum Member
      
Group: Forum Members
Last Login: 9/30/2008 7:49:59 AM
Posts: 35,
Visits: 225
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| I still want to add this as a wish list item to separate out the banked services and not allow a negative as an option. Here's a couple scenarios... Say for computer support you give the option of banking phone support as per incident and onsite as hourly. By tracking the way it currently does there is no way to independantly track these items. Currently say there are .5 hrs left in a banked situation and you have to bill 1 hr. Now you would either bank that and it would go negative, or you would have to create separate labor items and bank the .5 then bill the .5 separately. This would apply to anything with regards to partial time or dollar amount. If you don't allow the negative then it can bank the partial and calculate the additional that needs to actually be billed without the added steps to manually put it in. Right now it's simply a tracking tool and is only useful in very specific situations. By making each bank type independant, making it more intuitive, and having finite values it could be a very valuable part of Ayanova. Thanks, Chris
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