Statement of Intent – systems@work 6.1
15.6.2017
We’re making good progress with Version 6.1 and expect to release the version later this year.
The following is a list of enhancements that reflects our current intentions. There may yet be both deletions from and additions to the list.
The systems@work App:
We’re rewriting the systems@work App using Xamarin (www.xamarin.com) technology (now owned by Microsoft). This enables developers to generate an App for iOS, Android and Windows Mobile from a single source code.
Browser Extensions:
We’re moving most data maintenance functions from the systems@work Maintenance application to the browser-based Professional Services Workbench (PSW), and we’re providing an easy Excel-based data export-import mechanism so that data maintenance and modification can be done easily and in bulk. As long as columns in an Excel spreadsheet can be mapped to field-names in systems@work new records can be imported and existing records updated – subject to employee permissions.
The systems@work Maintenance application will continue as a tool for system configuration rather than for day-to-day data and system maintenance.
The following functions and data maintenance pages will, for new users, only be available in the PSW:
- Companies
- Employees
- Clients
- Projects
- Tasks
- Roles
- Client Employees
- Day Types
- Calendars
- Accounting Periods
- Timesheet Periods
- Charts of Accounts
- Accounts
- Expense Types
- Credit Card Types
- Employee Credit Cards
- Invoice Sequences
- Currencies
- Cross Rates
- Analysis Definitions
- Analysis Values
- Value Hierarchies
- Value Table Definitions
- Value Tables
- Error Hierarchies
- Error Table Definitions
- Error Tables
- Transmission Text
- News
- Links Definition
- Serialisation
- Data Dictionaries (with a Find & Replace option)
- Routing
- Posting and Validation
- Approvals
We’re also providing an Administrator Console, providing diagnostic information and links to administrative functions.
- Administration
- Open Accounting Periods
- Open Invoice Accounting Periods
- Open Timesheet Periods
- Open Transaction Dates
- Current Accounting Period
- Current Timesheet Period
- System Roles
- Employee Groups (for Report Access)
- Diagnostics
- Routing: Last execution time
- Number of Timesheets and Forms waiting for Routing
- Posting & Validation: Last execution time
- Number of Timesheets and Forms waiting for Posting
- Approvals: Last execution time
- Transactions awaiting approval
- Task Scheduler: Last heartbeat
- Number of Prior Period Timesheets not Posted
- Number of Employees currently Logged In
- Average Logged-In time over prior six months
- Database version
Forms:
- Option to fix the width of a form (number of pixels) so that the arrangement of fields in item view can be frozen.
- Prefilling of default currency for a calculation
Timesheets:
- Option to suppress Task entry by Timesheet Type
Invoicing:
- Editable Invoice Worksheet
- Option to create new lines
- Filter and grouping by column headers
- Ad-hoc Invoices and Credit Notes
- Approval History to be visible
Ledger Modification:
- Filter and grouping by column headers
Miscellaneous:
- URL option for Analysis Definitions/Values
- File upload using drag and drop – revision to apply in all file upload contexts (Forms, News, etc.)
Graphics:
- Further revisions to all grid graphics
- Option for PSW panels to be double-width (enabling visibility, for example, of longer report names)
Reporting:
- Static Data Profiles to allow selection based on Modified Date
- Reworking of the PSW Runtime Parameters page to make the specification of parameter values more intuitive
Planning:
We hope to make some performance and usability enhancement in Planning.