May
Welcome to the Jonas Insider for May 2010!
Coming Soon! A new support web portal. Read all about it in this month's Featured Article!
For the latest update on the HST implementation for British Columbia and Ontario please refer to the Important Reminders section. If you operate in Arizona, please read about the changes to the Arizona Withholding Tax Calculation.
Did you know that Jonas Software has a Referral Program? Check the News and Events to learn all about it as well as an upcoming Trade show.
Stay competitive by using Jonas software to your best advantage. See the Upcoming Webinars section for more info.
To get a sneak preview of the latest enhancements to eService, take a look at the Continuous Improvement section.
Meet one of the latest additions to the Jonas support team in Know Your Support Rep.
Although we don't have an entry for May's Insider, we are still welcoming your entries for Stump the Staff. You could win a valuable prize! Enter as many times as you like. Submit issues you are having trouble with to Evelyn Garnet.
Pick up some tips from the Jonas support team in FAQ's and Helpful Hints.
If you have missed previous issues of the Insider, please click here.
Please remember to share the Insider with your staff.
We want to hear from you! If you have ideas or suggestions for improving the Jonas Insider, please forward these to us via e-mail.
In an effort to serve you better, we will be launching a new customer portal, called Jonas Client Gateway, in early June.
Please note that your current login to www.jonassuport.com will be disabled once we go live with Jonas Client Gateway. We will be migrating all existing users over to the new portal, however each user will have to login with an updated username and password combination. We will be providing full details with updated login instructions as well as introductory webinars on how to use the portal in the next couple of weeks, so please keep an eye out for these important notices.
Below are just a few of the benefits we plan to offer as part of the new and improved Jonas Client Gateway:
- Log support cases quickly and easily 24x7
- View cases for your company, including comments and support history
- View quotes
- Get notified by email when development items for your company are completed
- Download Product and Version Updates (new) directly from the portal. No more having to wait for CD’s to arrive in the mail. (Note: CD's will still be available for those clients who prefer this option.)
We plan to continuously improve our support offering to you, and will welcome any feedback you may have. Should you have any questions or concerns about the changes to your existing www.jonasssupport.com login, please contact Sanjiv Kalevar at sanjiv.kalevar@jonassoftware.com.
Above: Sneak preview of the upcoming Jonas Client Gateway.
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May HST Update For Ontario and British Columbia
Effective July 1, 2010, HST(Harmonized Sales Tax) will be applicable to all transactions in Ontario and British Columbia. The Jonas product update of June 30, 2010 will automatically change your company’s default tax setting to HST from the previous GST/PST setup. If you do this product update and are not ready to turn on the new HST tax setting, you should go to Administration> Change BC/Ontario Tax and select GST/PST before entering any transactions.
If you are a client who is located in Ontario or British Columbia, you may want to consider not taking any product updates from the end of June onwards until you are ready to have HST turned on.
Please note that you must upgrade your Jonas software to version 11.9 or higher by May 1, 2010 to properly implement the modifications for HST.
If you have not already done so, and cannot locate your v 11.9 CD, please contact our Support Team for a replacement at your earliest convenience.
Please click HERE to access the Jonas instruction booklet.
To view the recorded HST Q&A Session presented by Anne Stevenson click the link below:
Jonas Presents “How to Handle HST Changes within Jonas Software”
Presented by: Anne Stevenson
Recorded on April 12th, 2010
NOTE:
If you cannot view the recording you will need to download Windows Media Player.
If you are having difficulty loading this, please try the link below.
http://old.jonas-construction.com/webmedia/news/HST/hst-recordings.html
As of July 1st, 2010, Arizona has revised how it calculates State Withholding Tax from being a % of Federal Tax to being a % of gross taxable wages. "Gross taxable wages" is the amount that meets the federal definition of "wages" contained in IRC § 3401 and that will be included in box 1 of the employee's federal Form W-2 at the end of the calendar year (i.e. gross wages net of pretax deductions, such as the employee's portion of health insurance premiums).
As a result, before processing your first pay ending date in July you will need to update each employee’s % under their Tax screen in Maintain Employee Records. In addition you will need to do a product update to get the revised calculation.
The revised calculation is now available on the Jonas Support Website and is date sensitive so that it will only impact pay periods with pay-ending dates of July 01 or later. Please login prior to July 1st and navigate to Support->Product Updates in order to perform the product update. If you do not wish to perform a full product update, the Jan 2010 Payroll Only Update option also contains the July payroll changes for Arizona.
For more details on this change you can go-to http://www.azdor.gov/Business/WithholdingTax.aspx.
If you have any questions, please call client support at 1-800-352-6647, or email support@jonassoftware.com.
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Jonas Software is proud to announce its attendance at 2010 Construction Financial Management Association (CFMA) Conference & Exhibition.
This year's show will take place June 27-29th In Kona, Hawaii at the Hilton Waikoloa Village
Visit Jonas at Booth # 303-304
For more information on the show visit: http://www.cfma.org/
The Jonas referral program is an easy way to earn $1000 towards training, new modules or annual maintenance. If you know any contractors who might be a good fit for Jonas, let us know who they are and if they become a Jonas client you will get that $1000 for your company and a gift certificate for yourself. Referrals are an important component to the growth of any business. You can save your company $1000, get a gift certificate for yourself and help your referral improve their business with Jonas Software. You have nothing to lose.
To refer a contractor, simply fill out this form or email Kevin Sharma.
Note: If we are already in the sales process with the referral, you will not be eligible for the $1000.
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Jonas Webinars for New Products
Staying Ahead of Your Competition
Jonas has launched many new products that are guaranteed to you save you valuable time and help you become more efficient. The industry has become increasingly competitive forcing clients to incorporate some of these new applications. We are offering 30-min demonstrations to give you an overview of what other clients are moving forward with.
Dates: Wednesday, June 23rd, 2010 and Thursday, June 24th, 2010
Time: 10:00 am Eastern
Length: 30 minutes
Here's what we'll cover:
- Dispatching a ticket to a technician who has a mobile device
- Navigation on a mobile device
- Security and administrator controls
- Synchronization of mobile
- Benefits of Mobile
Dates: Wednesday, June 23rd, 2010 and Thursday, June 24th, 2010
Time: 11:00 am Eastern
Length: 30 minutes
Here's what we'll cover:
- How users can enter time for one or more employees for Jobs, Work Orders, Equipment, GL accounts.
- Customized eTimesheet Home Page Announcements.
- Security and administrator controls including approval processes.
- Simple data replication to speed time entry.
- Review prior to the update of payroll.
- Integration to Jonas Software.
- Reporting.
Dates: Wednesday, June 23rd, 2010 and Thursday, June 24th, 2010
Time: 1:00 pm Eastern
Length: 30 minutes
Jonas eRouting is an easy-to-use live mapping tool that lets service contractors track the location of their technicians , trucks and work orders in real time. eRouting uses the proven technology of Google Maps™ to display the location of your work orders . It can also be integrated with your GPS tracking system to display the location of your vehicles.
With eRouting you can select the closest qualified technician to the job simply by plotting positions on a
map.
With the map in view, you can click on a work order to see its location. You can also click on a
truck to find its location, and view what work is being performed at that site.
Dates: Wednesday, June 23rd, 2010 and Thursday, June 24th, 2010
Time: 2:00 pm Eastern
Length: 30 minutes
Here's what we'll cover:
- How Project Management will help keep files for a project in a centralized location
- How Project Management can easily create and track RFI's, transmittals, submittals and proposed change orders
- How to manage cost and non-cost related information
- How to get quick and easy access to a job log – subcontractors, employees, significant events
- How to easily update project details and assign appropriate resources such as labour, material, equipment etc.
- How to track what purchases need to be made and when
- How to track proposed change orders/CCN's and customer change orders
Dates: Wednesday, June 23rd, 2010 and Thursday, June 24th, 2010
Time: 3:00 pm Eastern
Length: 30 minutes
Here's what we'll cover:
- How Digio Jonas improves productivity, reduces costs and saves your organization valuable time by reducing time spent searching for documents using full text and tag-based searches.
- How Digio Jonas increases accountability and tracking by setting approval processes and routing key documents to users
- How Digio Jonas reduces information loss and provides additional security
- How Digio Jonas automatically saves relevant Jonas documents and integrates tightly with Word, Excel and Outlook
If you are interested in pursuing training in any of these or other areas, please email Karoline Lapko or call us at 1-888-789-9073 to schedule your training session.
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The following client driven changes were made for the future version of eService.
1. Feed Back user menu was renamed with Contact Us, and Contact Us menu was renamed with Company Info:
2. New Admin Menu Item and Admin Page "Email Form" was added. Admin can create a list of default subjects and emails. This information will appear on Contact Us form:
3. Contact Us form (click on Contact Us upper menu) will show information from the user profile (such as email address, contact name, phone number) if user logged into the system. Those fields should be filled by user that doesn't have profile in the system.
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Tanya emigrated from St. Petersburg, Russia to Canada 11 years ago with 2 young children and her husband to start a new life. She used her Russian university degree to work in the finance and payroll fields. Tanya is a valuable addition to the Jonas support team bringing with her over 5 years of experience using Jonas software.
Tanya's family is the greatest passion in her life. They like spending time together, travelling and watching movies. In her free time, she loves to read or play the piano.
Tanya’s golden rule is to be friendly, helpful and polite to people.
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Q. What happens after we have used the highest audit trail number?
A. The system will automatically restart from audit number 0001. If you are using Electronic Archiving, the original audit trail, e.g. PJ0001 will be stored as PJ000100 and the new one will stored as PJ000101. You may also notice that PJ audit numbers jump from 8999 to 0001. Note that the 9000 series of audit trails is reserved for GJ's only.
Q. Why, in A/R J/C invoicing if you start the invoice line with a “Q” as in “Quoted material and labour”, it never prints the letter “Q” at the beginning of the line?
A. A "Q" at this position in the billing line is reserved as a code to force a quantity of 1 to print.
If this position doesn't have the "Q" and the quantity is 1, it will not print the quantity. This was requested by clients.
In order to print a “Q” in the description, you must either type “QQuote...” or “spaceQuote....”. To print a quantity of 1 you would have to type “QQuote….”
Using Design Your Own Forms
Some of the latest forms we’ve added to DYOF are the 4 Change Order Forms:
Clients can design them individually in DYOF – using the template creator (no need to do all 4 of them)
However, if a client starts using them, then the rest of the forms that need to be set-up in the CO profile have to be GUI forms (not text forms), in order to avoid any printing issues.
After creating the DYOF templates, they have to be set up in both:
- System Admin> DYOF and in the CO system profile> under the “Multi-Comp” button (not in the main screen).
- Job costing> Change order Mgmt> System profile/terminology under the Multi-comp button (as it allows here the set-up by company)
Also under Manage Quote requests> “Dates/Forms button” ensure that the forms selected here (if any) are also DYOF forms. Otherwise the forms set-up here will try to overwrite the forms in the CO system profile, and the client will get an error while printing.
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"Doing it right is no excuse for not meeting the schedule."
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