Statement of Intent – systems@work 6.1

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 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


  • 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


  • Option to suppress Task entry by Timesheet Type


  • 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


  • URL option for Analysis Definitions/Values
  • File upload using drag and drop – revision to apply in all file upload contexts (Forms, News, etc.)


  • Further revisions to all grid graphics
  • Option for PSW panels to be double-width (enabling visibility, for example, of longer report names)


  • 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


We hope to make some performance and usability enhancement in Planning.

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