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On this blog we will cover stories from all around the Exact ecosystem.

Posts Tagged ‘hour entry’

Perfecting mobile hour entry

Written by Michiel Dorjee on . Posted in Exact Synergy

Logging the hours you make as a consultant has always been more of a necessity than a hobby, but it is also essential to keep a business running. Because this is such an important part of the job, we’re set on making this as easy and fast as possible, so consultants can focus more on consulting

To make this happen we have been working on the scope of making PSA hour entry work on mobile and we have just started the first round of user tests with the initial prototype.  Tests are being scheduled with customers and partners to not only make sure we make the best app possible for this process, but also for the actual people using our products.

We are making quick iterations and changes early on in the prototype and slowly, but surely, we are working towards a great user experience in the mobile hour entry app for PSA.

We will have more of these user test rounds along the process, so if you are interested in joining, feel free to send a message to sie-hang@exact.com (please note that for now, we are testing in the Netherlands)

Exact Hour Entry App – Watch the video of the prototype

Written by Martin Ortgiess on . Posted in Exact Globe, Exact Synergy

Exact has a major focus on delivering Mobile Apps to her customers. We just launched the CRM App 3 weeks ago and the new Field Service App is expected next week. And, even more Apps can be expected this half year.

Hour entry picture

One of the Apps we will start working on soon, is the Exact Hour Entry App. This App is aimed at consultants and allows them to easily book their hours. This can be any hour type. Some most used examples are:

  • Billable hours: The billable hours booked by the consultant can directly be billed to the customer, once approved by the project manager.
  • Non-billable hours: This can be internal projects, employee training, meetings etc.

To give full insight in what to expect from the Exact Hour Entry App, we made this video for you. This video is a prototype of the actual product. Note that the final product will slightly deviate from what you see in this video. The delivery date of the Hour Entry App is not yet set.

Enjoy and let me know what you think about it.

 

 

Professional Services Automation product update 251

Written by Robin den Buurman on . Posted in Exact Globe, Exact Synergy

As you might know Exact is further developing its project management solution (Exact professional Services Automation) and since we are nearing the start of controlled release for product update 251, I would like to inform you on the improvements and additions that are made for the Exact Synergy Enterprise Professional Services Automation solution (Exact PSA).

Deliverables and WBS

We have introduced statuses on deliverables indicating they are new, in progress or completed. This gives you the possibility to open and close the deliverable for the project. A gauge has been added to the WBS lines, indicating the completion of the line and the estimated to complete which you can now enter to the line.

Project Planning

We added a bucket list which displays the WBS lines which can be planned. The bucket allows an easy drag and drop way of planning from WBS by just dropping it on a date and person.

PlanningBucket

Activities

PSA hour items have extra item attributes now to help out on reporting; billable / non-billable and productive / non-productive can be used to indicate if the activity (item) is billable or not and productive or not.

Hour & Expense

Significant improvement of the loading and submitting of the hour entry screen; this will help you specially when working with large number of different projects and hours.

Timesheet

You can now control via a setting if it’s allowed to enter the current week while older week timesheets are still open. Furthermore travel and expenses are linked to the timesheet entry.

Approval

The approval screen has been greatly improved. Approval now follows the request logic and it is possible to use both the person and project view, with additional filter options.

Invoicing

Progress has been made in the loading of the invoice proposal screen with a high volume of billable lines. You can now remove lines realised that you do not want to invoice. These will be process with a non-billable proposal request giving a full traceability.

Work in progress

Expenses are now handled the same way financially as hour request for the work in progress method ’to be invoiced’ for Exact PSA.

Search

In the workflow search you can now filter on deliverables and find the requests attached to the deliverables easily.

Enjoy!