Description: Description: S:\R&D\Technical Communications\Ajera product update documentation\Ajera 7.02 what's new\AjeraUpdates_files\image001.gif

What’s new in Ajera

 

Your current version:

To install the latest version, follow these instructions.  

Version 7.00.02

January 17, 2012

Payroll tax changes

Delaware

The new income tax rate is 6.75 % for high-income taxpayers.

Payroll

When you edit a paycheck, the deduction amount on the Paycheck tab is now displayed correctly. This issue affected deductions that were calculated based on percent of regular or regular plus premium pay (such as 401k) when the employee was set up for automatic pays that were included in regular pay.

Project Command Center

In certain situations, an error occurred when deleting and adding new phases to an existing project. This has been corrected.

Client Invoices

When printing large batches of draft or final client invoices, Ajera displayed a System Out of Memory Exception error. Memory management has been improved to increase the amount of memory released as invoices are printed. This error message may still appear in certain situations, and if it does appear, close Ajera and print invoices in smaller batches.

Version 7

January 10, 2012

Schedule Manager (ajeraComplete only)

Ajera 7 introduces Schedule Manager, a significant enhancement to resource and project management, with two new, intuitive interfaces designed to ease the daily work of scheduling employees and monitoring projects.

The new Schedule Projects and Schedule Employees combined with the power of the Project Command Center connect the data to optimize resource allocation, improve utilization, and collaborate on capacity planning. All resources across the firm - from principals, to department and project managers, to time-entry staff - will benefit from easier project and employee scheduling:

  • Schedule Employees and Schedule Projects ease scheduling, changing, and monitoring projects and resources.
  • Budget, schedule, and timesheet data are combined in a single view; security protects critical data and allows you to easily restrict access.
  • Project data connected with timesheets eliminate data silos to help you naturally optimize resource allocation.
  • Project portfolio and workload distribution analysis offers firms improved capacity planning for their employees.

For more information, from the Contents in Ajera Help, click Projects > Schedule Manager.

When you upgrade to 7

  • If the Type field is blank for a labor resource on the Manage tab of the Project Command Center, Ajera automatically enters the default employee type from the employee record. Employee type is now required in Schedule Manager and the Project Command Center.
  • Ajera automatically sets security for Schedule Manager based on your current security group settings:
    • If you have access to timesheets and expense reports, you can view the Schedule Manager.
    • If you have access to the Project Command Center, you can make changes to schedules and employees in the Schedule Manager.
    • If you can view all projects in the Project Command Center, you can view all projects in the Schedule Manager.
    • If you can view spent amounts in the Project Command Center, you can view dollar amounts based on billing rates in the Schedule Manager.

You can change the security group settings for Schedule Manager, as needed.

 Project Command Center

If a labor resource is entered without an employee type, the default employee type from the employee record is automatically written to the resource. Rate retrieval has not changed. 

 Project search

When viewing a list of projects on the Project List window throughout Ajera, you can search for a specific project by beginning to type the project description, project ID, or client in the Search field. To include the project ID or client in the search, the column must be showing on the Project List window.  

Version 6.50.01

January 5, 2012

Government reporting

U.S. federal changes

  • The 2012 W-4 Form is available.
  • The 2011 Form 940 voucher is now available.
  • The 2011 Form W-2 Copy B/C federal with employee is now available.
  • The 2011 Form W-2 Copy A now prints correctly on the red preprinted form.
  • The 2011 Form W-2 now prints correctly if you select to print it using the 3 Up option.
  • The 2011 Form W-2 code CC (Hire Act Wages) and the employee wages no longer print incorrectly in box 12a if you select the Covered by HIRE ACT check box (on the Setup > Employees > Payroll Taxes tab).

Payroll tax changes

State tax changes to date

Not all states have finalized their tax changes for 2012. We will notify you when additional changes are available.

Hawaii

The new withholding allowance is $1040.

 

Idaho

The new withholding allowance is $3700.

Withholding tables have changed.

Massachusetts

Withholding tables have changed.

Missouri

The standard deduction changed for each filing status.

New York

The new supplemental tax rate is 9.62%.

Withholding tables have changed.

Oklahoma

Withholding tables have changed.

Oregon

The 2012 withholding amount is now correct for a filing status of Single with more than 3 allowances or Married employees that have 50,000 in  annual wages.

Rhode Island

Withholding tables have changed.

Vermont

The new withholding allowance is $3800.

Withholding tables have changed.

 

Version 6.5

December 29, 2011

Government reporting

2011 forms available

  • Form W-2
  • Form W-3.  New options were added to Form W-3 for the new Kind of Employer information.
  • Form 1099 MISC
  • Form 1096
  • Form 940 (The 2011 Form 940 voucher is not yet available).

Payroll tax changes

U.S. federal changes

  • The new withholding allowance is $3800 annually.
  • The employee-paid Social Security rate remains at 4.2% thru February 29, 2012 with a new limit of $110,100 for both employer and employee.

State tax changes to date

Not all states have finalized their tax changes for 2012. We will notify you when additional changes are available.

California

The new exemption credit is $112.20.

Withholding tables have changed.

Connecticut

There are new exemption amounts.

District of Columbia

Withholding tables have changed.

Kentucky

The new standard deduction is $2290.

Withholding tables have changed.

Maine

Withholding tables have changed.

Maryland

The top withholding bracket for annual income of $1 million and up was removed.

Minnesota

The new withholding allowance is $3800.

Withholding tables have changed.

New Mexico

The new withholding allowance is $3800.

Withholding tables have changed.

North Dakota

The new withholding allowance is $3800.

Withholding tables have changed.

Oregon

The exemption amounts have changed.

Withholding tables have changed.

Rhode Island

The new supplemental tax rate is 5.99%.

Vermont

The new supplemental tax rate is 27% of federal withholding.

 

Inquiry

To help in producing advanced custom inquiries, the Ajera database schema spreadsheet, which contains the Ajera database tables and columns, is now available in the Ajera\Programs folder. Because this information changes dynamically, it may not always be completely current; however, Axium will maintain it as frequently as possible.

Data update

In some situations, the detail in the Ledger did not add up to the account total because of missing sessions. Your data will be analyzed and general ledger entries will be associated with the appropriate sessions. To view these session journals, filter by Computer Name of Axium Data Upgrade - 10696.

Version 6.40.02

October 27, 2011

In certain situations, an error occurred when printing financial statement groups over the web. This has been corrected.

Version 6.40.01

October 17, 2011

Reports

Financial Statement Designer

  • In certain situations, you may have received an error opening or previewing a design. This has been corrected.
  • Border options are no longer available when selecting an entire row or column. Select a range of cells to apply a border.
  • In certain situations, changing the contents of a formula column did not save correctly. This has been corrected.

Dashboard

  • When you add Financial Statement report groups to the dashboard, you can now run the reports without error.

Client Receipts Session Journal

This session journal now displays the following:

  • Miscellaneous receipt amounts in the Misc column.
  • Deposit amounts in the Deposit column when the deposit date is later than the receipt date.

Billing report

  • Phase IDs now print for billing groups.

Version 6.4

September 23, 2011

Note: We are in the process of automatically converting your standard Crystal Reports designs to Microsoft Reporting Services, Financial Statement Designer, and Inquiry to make them available over the web. All reports in Ajera are now available over the web except the Ledger report. If you have further questions regarding the reporting changes, please refer to our FAQ.

If you have any custom Crystal Reports designs or invoice formats, please contact Axium or your consultant to have those converted.

For a list of your company's custom Crystal Reports or custom invoice designs, from the main menu in Ajera, click Help > Crystal Information.

  • If you are not logging in over the web and this menu option is not available, you do not have any custom reports or invoices.
  • If you are logging in over the web, this menu option is always available.

Balance Sheet and Profit and Loss Statement

We have converted the Balance Sheet and the Profit and Loss Statement, and their report views, from Crystal Reports to Financial Statement Designer designs and assigned them to statement groups so they can easily be printed from the Reports menu in Ajera. You can access the converted statements by going to Reports > Financial Statements > Balance Sheet Group or Profit and Loss Group.

Note: We have converted the Crystal Reports designs using the default report options selected for the first active employee assigned to the Administrator security group.

The Crystal versions remain available for a limited time; Axium will notify you before removing them.

It is important that you compare the Crystal and Financial Statement Designer versions as not all the Crystal options were converted. See Customize options in balance sheets (pdf) and Customize options in profit and loss statements (pdf) on how to do this. Some differences include the following:

  • Each report and report view in Crystal appears as a separate Financial Statement Designer design in a statement group. For example, a balance sheet with two report views is converted into a Balance Sheet Group containing three report designs.
  • You will need to set security for the statement groups so that they are available to the people who need them. Employees with access to the statement groups will be able to preview or print them from the Reports menu. By default, only employees belonging to the Administrator security group will have access to the statement groups from the Reports menu.
  • As a Financial Statement Designer design, the Profit and Loss Statement prints in landscape orientation, not portrait. If needed, change the print orientation or margins on the Workbook Properties sheet, or change the font size on the worksheet.
  • The Profit and Loss Statement converts into two worksheets in the design: a summarized worksheet and an itemized worksheet.

Statement groups

  • You can now create statement groups from Reports > Manage Financial Statements > Groups. A statement group is a collection of Financial Statement Designer designs that you or others in your company want to preview or print. After you create a statement group, it appears under Reports > Financial > Financial Statements and follows standard report security.

    For more information in the Ajera Learning Center, go to Ajera Help and click Contents > Statement groups.

Financial Statement Designer

Financial Statement Designer versions

  • Cell A1 in the Workbook Properties sheet displays the version number of the Financial Statement Designer installed; before version 6.4, this cell was blank.
  • When you click Reports > Manage Financial Statements > Designs, a message may appear asking if you want to update your designs. Click Yes.

Footers and repeating rows or columns

  • You can now add footer text to the bottom of each page of a printed statement. Just select a predefined option from the Footer Text field on the Workbook Properties sheet.
  • You can now repeat rows or columns on each page of a printed statement. Select a row or column in the worksheet and click the Repeat button in the toolbar.

Properties

  • The activity, balance, budget, and cash-flow options in the properties area are now available in two windows, one for time period and the other for year. Previously, time period and year were combined into one window.
  • When you select a defined cell, row, or column in the worksheet, its properties are now highlighted in the properties area.
  • You now have the ability to report on financial statements for a custom date period. This option allows users who do not have traditional month accounting periods to create and print the financial statements they need using the Financial Statement Designer. For more information in the Ajera Learning Center, go to Ajera Help, click Index, and type custom date properties.
  • You can use the new Company Logo property to add a company logo to your financial statements.

Billing Report

The Billing Report was redesigned using Microsoft Reporting Services and is now available over the web. The new report includes the following changes:

  • The Use drilldown option prints a summary page based on your sort (Billing Manger, Project Manager, Principal in Charge, Project, Client, Project Type, or Department). In the new report, you have two options to view or print the project detail:

o    To see a specific project’s detail, click the project.

o    To see all the projects for your sort, click the sort grouping (for example, click a billing manager’s name).

  • In the previous version, if you wanted only phases with work-in-progress (WIP), you had to print the phase summary. These are now separate options. For more information in the Ajera Learning Center, go to Ajera Help, click Index and type billing report.
  • When you sort by project, there is an automatic page break between projects. When you sort by any other item, the report no longer inserts page breaks between the sorted items. Use the new filter or drill-down options to limit your reporting.
  • You can now sort, limit, and filter the Billing Report by Principal in Charge. The report uses the Principal in Charge from the project.
  • The Fee Billing section has been streamlined. It displays Labor, Expense, and Consultant rows only if there are amounts. For example, if you have a Marketing phase that has no contract amount or WIP, the detail rows do not display.
  • Phases now correctly display based on their order in the Project Command Center.
  • If the draft invoice does not have a billing cutoff date, the As of date entered for the report prints as the billing cutoff date for the WIP.
  • Project transactions entered on Beginning Balance Open Vendor Invoices were incorrectly appearing on the Billing Report. This has been corrected.
  • If the phase is Unit Price, the Previously Billed Units no longer include labor hours.
  • Phase Summary, Project Summary, and Report Total now include adjustments in the Billed amount. This is consistent with what is reported for Billed totals on project reports and the Pre-Billing Worksheet, which prints with the draft client invoice.
  • Project Summary and Report Total now include the following:

o    The To Bill amount by labor, expense, and consultant.

o    The sales tax amount. This is consistent with the Pre-Billing Worksheet, which prints with the draft invoice.

  • The Project Summary includes all phases. The Report Total continues to include only phases selected for the report.

Session journals

  • Session journals have been redesigned using Microsoft Reporting Services and are now available when logging into Ajera over the web.
  • The Time & Expense session journal now correctly reports Employee Type from a timesheet.

Project Command Center

  • When you save changes to a project after using the Search field, the focus stays on the current project.
  • On the Manage tab, when you click the activity type total (triangle) icon in the Contract column, the focus no longer moves to the top of the list.
  • On the Manage tab, when you save changes to a resource or phase row, the row does not move its position in the window.

Version 6.3

August 29, 2011

Introducing the Ajera Learning Center

You will now be able to learn more about Ajera in ways that work best for you.

By Courses: Self-paced, online courses

·         New quick-path courses are available for Principals, Project Managers and Marketing Specialists. The quick-path courses are efficient and provide the highlights of tasks, reports and concepts.

·         New standard courses offer full detail and workflow.

By Role: Specific role-based materials focused on functional tasks

·         New for Accountants, Principals, Project Managers, Marketing Specialists and Employees, this e-learning option can improve productivity and offer efficient, cost-effective ways of on-boarding new staff.

By Media-type: Multiple media-types such as step-by-step instructions, videos and quick lessons

·         e-Learning quick lessons accommodating visual learners to focus on the highlights for when you need to complete a specific task

·         Quizzes are available to test your retention.

·         e-Learning video lessons and new feature videos continue to be available.

By Feature: Our traditional, feature-based Help continues to offer step-by-step instructions and individual field descriptions. Ajera Help will now open in a web browser, making it easy to share a link.

Improvements

Client Invoices

  • Improvements have been made to the way Ajera stores final invoice information to the Ajera database reducing the amount of file space used.
  • When printing large batches of draft or final client invoices, Ajera displayed a System Out of Memory Exception error. Memory management has been improved to increase the amount of memory released as invoices are printed. This error message may still appear in certain situations, and if it does appear, close Ajera and print invoices in smaller batches.

Project Command Center (Setup > Projects)

  • Today's date is now automatically entered by Ajera for the % Complete Date when you enter a new % Complete.

Version 6.20.02

August 1, 2011

Project Command Center (Setup > Projects)

When changing the status of a project and saving, under certain circumstances, the Project Command Center project list displayed no projects.  This has been corrected.

Payroll

  • An error occurred creating a paycheck for Arizona employees whose percent taxable is .8%.  This has been corrected.
  • The Payroll Check Activity report was including the full account number for direct deposit information. It now includes only the last 4 characters.

Version 6.20.01

July 21, 2011

Payroll

  • An error message no longer appears if you run payroll and one of the employees works in Louisiana and claims more than two exemptions (Louisiana's limit).
  • An error no longer occurs when you create a payroll over the web.

Expense reports

  • When editing a units-based entry that is rounded on an expense report, the following warning message no longer appears: Amount was overridden. Units times rate does not equal amount.
  • Performance has been improved when opening expense reports.

Vendor invoices

  • A miscellaneous bank entry is no longer created if the transactions on the vendor invoice net to zero at any point while you are editing the invoice

Version 6.20.00

July 11, 2011

Payroll enhancements

Tax Withholding for Multiple States adds the ability to process state tax withholding for multiple states on an employee's paycheck within a pay period. Complex reciprocal agreements between states are now automatically calculated. Use this feature when employees work in multiple states or different states than their home where reciprocal agreement exists. For more information, from the Contents in Help, select Payroll > Processing payroll in-house > State withholding for multiple states.

Other enhancements to in-house payroll

Company > Payroll > Taxes

  • You can now select start and end dates for the rate and/or wage limit for federal unemployment, state disability, state unemployment, workers' compensation, local taxes, and other types of taxes. The wage limit is calculated for the calendar year. For more information, from the Index in Help, select Tax > Setting up for payroll.
  • Local tax types that have a calculation method of Percent of Taxable have a new Taxable Type field available to identify what amount to apply the Percent of Taxable against: Local, Federal, Social Security, State or Location Based. Location Based taxes are available to set up for the project or phase. For more information, from the Index in Help, select Tax > Setting up for payroll.

Setup > Employees

Federal Head of Household filing status is no longer available as an option on the Payroll Taxes tab in Setup > Employees. This status is not an option for federal taxes, and any employees that had Head of Household selected have been changed to Single. See Form W-4 (2011).

Custom reports enhancements - Crystal Reports conversion

To make reports available over the web, throughout 2011, we will be automatically converting your standard Crystal Reports to Microsoft Reporting Services (SSRS), Financial Statement Designer, or inquiries.

For a list of reports still in the Crystal Reports format, from the Contents in Help, click Reports. For more information, see the Ajera 2011 reporting upgrades FAQ.

Important! We cannot automatically convert custom Crystal Reports or custom Crystal Reports invoice formats. Please contact your Axium consultant or Axium support at 800.844.0769 if you need them converted. To view a list of any custom Crystal Reports you may have:

  • If you are in the Administrator security group, a message listing any custom reports or invoice formats will appear when you log into Ajera. If this message does not appear, you do not have any custom reports or invoices.
  • From the Help menu, click Crystal Information. Review this report to determine if you have any custom reports or invoices.

Redesigned reports

These reports were redesigned using Microsoft Reporting Services. They have a great new look and several new features.

Accrual Pay Balance

Check Activity

Deduction - Fringe Register

Deposit Summary

State Quarterly

Subject-To

940 Preparation

941 Preparation

Project managers survey

If you are a project manager, a survey may appear when you log into Ajera. Please take the survey; it will help us improve Ajera to better meet your needs.

Tax changes

FUTA (Federal Unemployment Tax Act)

The FUTA tax rate will drop to 6.0% from 6.2%, effective July 1, 2011 for the remaining six months of the year.

Your action required! You will need to do the following:

1.   Enter the new percent in Company > Payroll > Taxes.

2.   Click the Edit button for your federal unemployment tax.

3.   Enter an effective date of 7/1/11, a rate of .6 or your company's FUTA rate, and a wage limit of $7,000.00.

Connecticut

The number of tax brackets has increased. The 3% bracket is phased out for higher income taxpayers, and income from that bracket is taxed at 5% instead. The withholding tax tables have been revised to include the catch-up amount effective August 1, 2011.

North Dakota

The withholding tax tables/supplemental rates have been retroactively changed effective January 1, 2011.

General state tax changes

Amounts for state withholding are now rounded when recommended by the state.

Web access

Ajera web access can now be set up on a 64 bit server with Exchange Web access installed to the default web site.

Project Command Center (Setup > Projects)

New feature

When you need to change an actual or estimated start date, you can now simply right-click it, which instructs Ajera to keep the same duration by adjusting the end date. The dates for a phase's subphases, resources, and tasks are also modified.

Logging into Ajera

If you set the dashboard to automatically open the Project Command Center on startup, an error might occur when logging into the software. This error no longer occurs.

Copying or saving a project

  • When copying a project, the last invoice number is no longer copied to the new project.
  • When copying an existing template or project and then moving a phase up or down in the work breakdown structure, an error no longer occurs.
  • When saving a newly-created project by answering a prompt instead of first clicking the Save button, the project was not saved and did not appear in the project list. This has been corrected.

Deleting invoice groups

  • When entering a beginning balance client invoice to a phase that belongs to a project with multiple invoice groups, and then moving the phase to a different invoice group, the invoice group can be deleted, which removes the beginning balance entries associated with it, including any payments. This has been corrected.
  • When deleting an invoice group and moving the phases to another invoice group, the phases were deleted. This has been corrected.

Customize button

  • When clicking the Customize button, selecting the Selected Projects option on the Project List tab, and adding and removing a project in the list, an error occurred. This has been corrected.
  • After adding a project to the project list using the Customize button and clicking the Manage tab or a report tab, an error occurred. This has been corrected.
  • In certain situations, a duplicate project, phase, resource, or task was saved when using the Customize button. This has been corrected.
  • When using ajeraCore and clicking the Customize button, the Snapshot report became unavailable. This has been corrected.

Project Info tab

  • When changing the status of a closed project to Active, the status of its phases now remain as closed.
  • When a project is created with only one phase that has a marketing status, the project status is no longer changed to Closed when it is saved.
  • When creating a new phase by copying an existing phase and selecting to copy resources, and entering hours/units on that resource, the cost or billing rate is no longer copied.
  • When removing a description from an existing project or phase and clicking the Refresh button, the project or phase was saved without a description. A description is now required before saving.

 Manage tab

  • When saving a resource in the Manage tab, the focus no longer moves to the top of the list.
  • When entering a resource to a budget using a two-decimal markup rate for expense or consultant, the percentage was rounded resulting in an incorrect contract amount. This has been corrected.
  • When deleting the last activity type resource on a phase, activity type totals are now updated.
  • When changing an RPC in the % Complete column repeatedly, the last change was not always saved. This has been corrected.
  • When deleting the last resource row of a phase, the cost and contract amount were not reduced by the amount of the resource deleted. This has been corrected.
  • Notes entered on list windows opened from the Manage menu were not appearing in the Notes column on the Manage tab of the Project Command Center. This has been corrected.
  • In certain situations, an error occurred when clicking the % icon on the Manage tab. This has been corrected.
  • In the Manage tab, you can now enter a percentage with decimal places (such as 2.5) for distribution of a fee.

Reports

Deposit Summary and State Quarterly

Two new report options, State and Tax, were added to the report.

Payroll Check Activity

When printing the report on some printers, the last digit of the report under the Fringes column did not print. This has been corrected.

Plan Report

The RPC (Reported Percent Complete) on the report was incorrect for phases with multiple tasks or resources. This has been corrected.

Trial Balance report

If you clicked Select Dates and left the first field blank, in certain situations, an error message appeared. This no longer occurs.

Vendor Check Register

If the expense account ID and description together were more than 80 characters, an error message appeared. This no longer occurs.

Inquiry

State and Local Tax columns were added to these inquiries:

Project

Phase

Transaction All

Transaction Labor

Transaction Expense

Transaction Consultant

Version 6.10.08

May 23, 2011

This version contains improvements to the following reports.

Client Invoice Aging

  • When you print a summary by project manager, it now prints on one page. This also affects the following sort options:
    • billing manager
    • principal in charge
    • project type
    • client type
    • department
    • invoice date
    • accounting date

If you would like to see the aging information for client, project, billing manager, project manager, principal in charge, or billing contact on one page, use the filter options on the report.

  • When you sort by accounting date in the report, the sort now works correctly.
  • When you include consultants but not labor or expenses in the report, the description of Consultants is now spelled correctly in the Customize options.

Vendor Check Register

  • These additional date range options are now available: Last Month, Two Months Ago, This Year, and Last Year.
  • When you drill down to view invoice detail, all the transactions now appear. Previously, only the first transaction appeared.

Client Invoice Register

When you drill down to view invoice detail, the prepayment amount is now correct.

Client Receipt Register

When you sort by department, all receipts are grouped under the correct department. Previously, all receipts were grouped under the first available department.

Salaries Payable Balance

The report now provides the correct information if you are outsourcing your payroll and the ending date is the same as the vendor invoice date created for the payroll.

Vendor Invoice Register

When you drill down to view invoice detail, your company logo now appears, if selected in Company Preferences.

Version 6.10.07

April 29, 2011

Web and installation improvements

  • You can now add employees to a second database over the web, if you have not exceeded the employee license limit for all databases.
  • When you log onto Ajera over the web, a message appears asking if you want to accept the new ClickOnce certificate. Click Yes.
  • For new clients, Ajera automatically installs with Microsoft SQL Server 2008 R2 Express. Current clients, who have SQL Server 2008 Express installed, are not affected and do not need to upgrade.

Version 6.10.06

April 20, 2011

Client Receipt Register report

For a client receipt applied to invoices for multiple projects, the report showed each of the invoices paid as belonging to only one project. The report now correctly shows the project associated with the invoice paid.

Version 6.10.05

April 15, 2011

Redesigned reports

In future versions of Ajera, more and more reports will be redesigned using Microsoft SQL Server Reporting Services. In this version of Ajera, enjoy the new look and features of these reports:

  • Client Invoice Aging
  • Client Invoice Register
  • Client Receipt Register
  • Company Budgets
  • Monthly Payable Balances
  • Monthly Receivables Balances
  • Salaries Payable Balances
  • Trial Balance
  • Vendor Check Register
  • Vendor Invoice Aging
  • Vendor Invoice Register

Note: The Consultant Insurance report has been replaced with the Vendor Insurance inquiry.

Improvements

Reports

Sorting

Additional sort options were added to many of the newly redesigned reports. We've highlighted a few of the most requested sort options below.

Client Invoice Aging

  • You can now sort the report by project manager, principal in charge, project type, client type, department, invoice date, and accounting date.
  • In previous versions, if the report was sorted by Client or Billing Manager, the projects were not printing in Project ID order or Description order. The projects now print in ID order, and if an ID does not exist, in Description order.
  • New report options are available to include expense and consultant expenses.
  • A new report option for the aging interval allows you to define the time span of the time period columns showing aging for outstanding invoices.

Client Invoice Register

  • Additional sorts are now available including Project, Project Manager, Principal in Charge, and Department.
  • New report options are available including Project and Client to easily run the report the way you want.
  • The report now correctly displays amounts of 10,000,000 and higher.
  • A new Customize option is available to either include or exclude finance charges on the register.

Client Receipt Register

  • Additional sorts are now available including Project Type.
  • New columns are now available in the drilldown for Prepayment and Refund.

Company Budget

  • You can now suppress accounts with no budgets by clearing the Print all accounts customize option.
  • When more than one department budget had the same amount for an account, the report total was correct but the amount appeared for only one department in the monthly columns. This has been corrected.
  • You can now more clearly determine if your company is profitable. The report includes totals by month and for the year by account type (such as Income, Billable Cost, Nonbillable, and so on).

Consultant Insurance

The information that was contained in the Consultant Insurance report now appears in the Vendor Insurance inquiry. In the inquiry, to see which insurance is expired, be sure to add the Insurance Expired column.

Plan

The reported percent complete for a phase is now correct when multiple phases or resources are entered below the phase.

Salaries Payable Balance

  • This report was only available if you had ajeraComplete or ajeraCore + Payroll Add-on. It is now available for all products.
  • When an employee's time is displayed on more than one page, the employee name is printed, as well as the project and phase.

Vendor Check Register

  • Performance was improved so you can now print the report more quickly.
  • In previous versions, when drilling down on an invoice distribution, the project description printed in the Phase column if the phase had no phase ID. This has been corrected.
  • The Print notes option was removed since it was not used on the report.

Vendor Invoice Aging

  • To print the report for only one project, select the project in the new Project report option.
  • To define the aging intervals used on the report, enter the number of days you want to age in the new Aging Interval customize option.
  • You can either include all expenses or include only expenses or consultants using the new customize options.

Vendor Invoice Register

  • To print the report for only one project, select the project in the new Project report option.
  • If an expense report transaction date is not in the same month as the ending date, the amounts are now correctly included in the vendor and invoice totals.
  • With the new date type customize option, you can now choose to use the invoice date or accounting date on the invoice to determine what invoices are included in the report.

Client Invoice Designer

When the description of the entire work breakdown structure of a project exceeded 200 characters, the client invoice would not preview or print. This has been corrected.

 

Version 6.10.04

April 4, 2011

Tailoring your inquiries for each employee

You can now create one inquiry and allow different employees in your firm to log into Ajera, use the same inquiry, and see only their data. This change affects only employee key fields (such as employee key, project manager key, and billing manager key). You can limit inquiry data to the employee viewing it for an entire inquiry, a formula column, or a link.

Form 941 available

The 2011 Form 941 is available. Note that the HIRE Act does not apply to 2011 payroll.

Improvements

Inquiry

  • You can now change an inquiry so that it hides a column all the time or only when the column contains no data. This hidden column can be used in formulas, conditions, and links in the inquiry.
  • Emailing an inquiry when Microsoft Outlook was not open caused an error message. This has been corrected.
  • For the Vendor Insurance inquiry, a new optional column for Insurance Expired was added. If the Expiration date for the vendor’s insurance is earlier than the cut-off date, a check mark appears.

A date range is available on the Expiration Date column.

Client Invoice Designer

  • In certain situations, you could preview custom client invoice formats from the Client Invoice Designer but not from Setup > Invoice Formats or Manage > Client Invoices. This has been corrected.
  • The Last Invoice Date and Last Invoice Number included the current invoice printing. It now shows the last information for the last final invoice that was printed.

Expense reports

If an employee’s last name was three characters or less and the employee's processed expense report was changed, an error occurred in some situations. This has been corrected.

 

Version 6.10.03

March 18, 2011

Accessing Ajera over the web

Ajera is now compatible with Microsoft Internet Explorer 9.

Version 6.10.02

March 11, 2011

Project Command Center

If you modified the inquiry on the Invoices tab, and reverted back to the original inquiry using Ajera 6.10.00 or 6.10.01, an error occurred when opening the Invoices tab. This has been corrected.

Version 6.10.01

March 1, 2011

Database backups

You can now back up and restore your Ajera data when it is larger than 2 GB.

Inquiry

  • In the Client Receipt inquiry, the amount columns were blank for client invoice receipts and credit memos. This has been corrected.
  • On all inquiries, some date columns (including formulas) were incorrectly displaying blanks if the inquiry included other columns with date range conditions. This has been corrected.

Ajera Help

Search results were not appearing in the Search tab. This has been corrected.

Version 6.10.00

February 17, 2011

Company > Payroll

  • If you are using a payroll service or not processing payroll, you can now assign cost accounts on vacation, holiday, sick, and other pays in Company > Payroll > Pays.

Client Invoice Designer

  • Time & Expense Invoice Billed Amounts and Billed by Activity Type now include the PCC Project Beginning Balance billed amounts.
  • The general report parameters now include Last Invoice Number and Last Invoice Date.

Timesheets

  • You can now require notes on timesheets for the following:
    • For all new projects: Select the Require timesheet notes on new projects check box on the Time & Expense Entry tab in Company > Preferences.
    • For individual projects or individual phases: Select a project or a phase in the project tree of the Project Command Center. On the Billing subtab of the Project Info tab, select the Require notes on timesheets check box.
  • When approving time on the Time by Project tab in Manage > Time & Expense:
    • You can view timesheets by project status: Marketing, Preliminary, Active, Hold, Work hold, Billing hold, or Closed.
    • As a project manager, you can now enter manager notes in the timesheet. Previously, you could see the manager notes but not enter them from this view.
  • In Manage > Time & Expense, if you copy a timesheet that contains marketing phases, those phases are now included in the timesheet copy. Previously, marketing phases were not considered active and were not copied.
  • In Manage > Time & Expense, if you change the employee type on a timesheet and immediately enter overhead time, a duplicate row no longer appears in the timesheet.

Inquiry

We've made changes in these areas:

To view a recorded webinar of the Inquiry changes, click here.

Formulas

  • When you create a new column using a formula, you can now reference other existing formulas in the new formula. The existing formulas appear in the Available Columns area in the Formula Editor at the bottom of the list.
  • When you create a new column using a formula that results in a percentage, you can now identify it as a percentage by selecting the Percent column check box in the Column Properties window. This ensures that the values in the column total correctly. The formula must be in the format of either A/B or A/B * 100.
  • You can no longer delete a column that uses a formula that is referenced in a condition or another formula in the inquiry.
  • An object reference error no longer appears when you enter an invalid formula in the Formula area of the Formula Editor.
  • You can now press Ctrl+A to select all the contents in the Formula area of the Formula Editor.
  • Horizontal and vertical scroll bars now appear when a formula exceeds the Formula area of the Formula Editor.

Date ranges

  • You can now apply a date range to many date columns in a standard inquiry. The Help topic for each standard inquiry indicates which columns have date ranges available.
  • In previous versions, when you applied a date range to a formula column, information for time periods other than Range Prompt and Cutoff Date did not appear correctly. This has been corrected.
  • In the Session inquiry, when you set the condition of Within Last X Days = 1 on the inquiry, it now returns results for yesterday's and today's sessions. Previously, it returned results from only yesterday's sessions.
  • In the Vendor inquiry, when you add the Payments column and apply a date range to that column, the date range now correctly references the payment date, not the invoice date.
  • In the Deposit Summary inquiry, the date range applied to the Total Contribution column is now applied to the other amount columns.
  • In the Client Invoice inquiry, you can now apply a date range to the following columns: Amount Labor, Amount Expense, Amount Consultant, Amount Adjustment, Amount Sales Tax, and Amount Prepayment.

Columns in specific inquiries

  • Previously, in the BD Phase inquiry, when you added the BD – Final Disposition Status column and set a condition on that column, the condition was not recognized. This has been corrected.
  • Previously, in the Task, Resource, and Resource and Task inquiries, when you added the Reported % Complete or the Reported % Complete Date column and set a condition on that column, the condition was not recognized. This has been corrected.
  • In the Timesheet Detail inquiry and the Expense Report Detail inquiry, the Phase ID & Description and the Phase Description columns now correctly display the lowest level of phase detail for the entry.
  • In the Client Receipt inquiry, the Project ID, Project Description, and Project ID & Description columns now correctly display information for project-related prepayments.
  • In the GL Entry inquiry, the Session Task column now correctly displays information for Recalculate Time entries.
  • In the GL Account inquiry and the Bank Entry inquiry, when you add the Notes column, any notes for the accounts or entries now correctly appear.
  • In the Bank Entry inquiry, an error no longer appears when you delete the Bank Name column.

Common tasks in Inquiry

  • You can now export an inquiry to Microsoft Outlook as a PDF attachment. This requires Microsoft Outlook 2002 or higher.
  • You can now group as many as five levels in an inquiry, after which the grouping options are no longer available. New grouping colors have been added to indicate each level of grouping.
  • In previous versions, you were unable to ungroup at the last grouping level. You can now ungroup at each level.
  • If an inquiry contains a column with no column heading and you export it to Excel using the Data Only – Preview option, it now exports correctly with a column heading of Blank.
  • You can now create a new column using a custom field that begins with a numeric value (for example, 01_Tax_Region). Previously, an error appeared.
  • When you select an inquiry in the Manage Custom Inquiries window and click an arrow button, the inquiry remains selected and you can now reorder the inquiry list as needed. Previously, in certain situations, the inquiry became unselected.
  • In Windows 7, the drop-down lists in Inquiry now appear in their entirety. Previously, the lists were cut off.

New columns

The following inquiries now contain these new columns:

This inquiry

Contains this new column

Accrual (Payroll),

Check Detail,

Check Summary,

Tax

Employee Status

Bank Account

Bank Balance, Credit Card Balance

Client Invoice

Project Type Key, Project Type, Client Type Key, Client Type, Project Manager Key, Project Manager, Principal in Charge Key, Principal in Charge, Billing Contact Key, Billing Contact, Balance as of Accounting Date, Last Receipt Date

Client Receipt

Project Type Key, Project Type, Client Type Key, Client Type, Project Manager Key, Project Manager, Principal in Charge Key, Principal in Charge, Billing Contact Key, Billing Contact

GL Entry

Project - Project Type Key, Project - Project Type, Phase - Project Type Key, Phase - Project Type, Client Type Key, Client Type, Vendor Invoice Description, Vendor Invoice Notes, Vendor Type Key, Vendor Type, AxTransaction Notes

Phase

Project Status, Billed Amount by Accounting Date, Labor Billed by Accounting Date, Expense Billed by Accounting Date, Consultant Billed by Accounting Date, Last Invoice Number Used, Timesheet Notes Required

Project

Billed Amount by Accounting Date, Labor Billed by Accounting Date, Expense Billed by Accounting Date, Consultant Billed by Accounting Date, Last Invoice Number Used, Timesheet Notes Required

Transaction All,
Transaction Consultant, Transaction Expense, Transaction Labor

Principal in Charge Key, Principal in Charge, Project Manager Key, Project Manager, Billing Contact Key, Billing Contact, Billing Manager Key, Billing Manager, Client Invoice Number, Client Invoice Date, Client Invoice Cutoff Date, Time Approval Status, Overhead Group, Vendor Invoice Accounting Date, Vendor Invoice Notes, Vendor Invoice Description

Transaction All,

Transaction Labor

Pay Date, Time Start Time, Time End Time

Note: The Time Start Time and Time End Time columns report work start and stop times when you track start and stop times in timesheets.

Vendor Insurance,

Vendor Payment

Vendor Type

Vendor Invoice

Credit Card Bank Account, Vendor Type Key, Vendor Type (links to Vendor Type inquiry), Department Key, Department (links to Department inquiry), Account Key, Account (links to GL Account inquiry), Receives 1099?, W9 Form Received

 

 

 

 

 

 

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