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Updates

REPORTING, FINANCE TOGGLE AND NEW PLACEHOLDERS

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Areas Updated: Balance Outstanding Report, Aged Debtors Report and Job Cost Report, Cash/Finance toggle, VOIP telephone ability, MI Marketing Report, New Placeholders.

BALANCE OUTSTANDING & AGED DEBTORS REPORT – ADDITIONAL FIELDS ADDED

We have included a couple of columns to the CSV report, which consists of the latest ‘Contract Status’ and the latest ‘Status Date’ into the Balance Outstanding Report and the Aged Debtors Report. Letting you know what status the Contract is currently sitting at to help gather outstanding orders at the right time.

(Some columns have been hidden for easier viewing)

We have also included a note box in the finance tab of the Contract, which pulls through nicely on the BOS & Aged debtors report. This enables you to keep an up to date financial note on any outstanding money regardless of any other notes and much easier for the report.

CASH / FINANCE TOGGLE

An additional Payment Method toggle has been added to the Contract page to help indicate whether the Contract is being funded by Cash or Finance. This is also an additional field that can be selected on your main display grids. To know more, please visit https://businesspilot.co.uk/customise-your-business-pilot-columns/. This column has also been included on the Contract exports, Balance Outstanding Report and Aged Debtors too.

LET YOUR CUSTOMERS KNOW WHETHER INVOICES HAVE BEEN PAID/PART PAID WITHOUT STATEMENTS/RECEIPTS.

Along with these adjustments, we have included «InvoiceStatus» as a placeholder to use on your invoice templates, which helps let customers know the live status of any invoices. Of course, you have a statement created for you for receipts, but those customers that like this displayed on the physical invoices – this is now possible.

Business Pilot Support can offer help with various templates. If this is ever of interest, please email support@businesspilot.co.uk to enquire. This can be done in house through the Admin > Manage Document Templates section. Please click the (I) button beside the page title for a complete list of current placeholders.

TELEPHONE NUMBERS OPTIMISED FOR MOBILE & COMPATIBLE WITH VOIP

There are a large number of places where numbers are visible within BP. We have carried out an optimisation exercise so that everywhere a telephone number is displayed within Business Pilot; these are now clickable. This means these numbers can now trigger the device (computer or mobile) default call handler. – in MS Windows, this could be Skype etc., or it can link in with a desktop VOIP app, or on a mobile, it will initiate the call.

MI REPORT EXPORTING

We have now linked an Excel Export option to the MI Area, meaning you can directly export the raw table data from any of the MI dashboards for deeper analysis and reporting. For each table, there is a button that sits in the top panel bar of the section that will then export the data displayed on the screen to an excel sheet. This has been done for the Sales, People & Showrooms, Leads & Products and Marketing dashboards.

This also now includes a % cost of sale figure on export within the Marketing Dashboard – i.e. amount spent vs amount sold.

NEW LAYOUT TO JOB COST REPORTING

We have adjusted our existing job cost reports by removing the ‘by salesperson’ and ‘by contract type’ reports and replacing these with ‘Contract Completion Date’ and ‘Revenue Recognition Date’ to allow for more up to date reporting. Put simply; these report options can either be run to the Revenue Recognition Date or for Fully Completed Contracts. We’ve also included the Target Profit on this report, and our Completed Contracts report, to compare against the actual performance.

The Target Profit Input has also been added to the initial Contract set-up area so that it can be input with the initial job for ease. This can also still be accessed and managed within the Finance tab of the Contract.

NEW PLACEHOLDERS!

These include: «ServiceCallEstimatedTimeOnSiteHrs» / «LeadInstructions» / «ContractInstructions» For a full updated list head over to our admin menu, under manage document templates

Business Pilot has a continual development cycle, and all new features are included within your subscription. In fact, as a user, we encourage you to ask for more! That way, we all benefit from a continually improved system.

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