June /
2008
Register now for our
2008 Annual User Groups!! This month's
featured article presents the dates, locations and
detailed agenda for this informative one-day event. Take advantage of the
industry-specific breakout sessions, product development and networking
opportunities with fellow users and Jonas Software experts.
Gary Jonas Computing is excited and pleased to
announce the acquisition of Vertical Market Software
(VMS), a leading provider of software to the Service-Oriented Contractor.
VMS brings to Jonas its vast experience and achievements for evolving products.
The collaboration between Jonas Software and VMS will accelerate the
introduction of new and innovative convergent services for industry specialized
software.
Payroll Deductions Formulas for
Computer Programs - 87th Edition - Effective July 1, 2008. Take a look at our
important reminders to view the new changes for payroll.
Job Cost Report Generation & Service Billing training
is just around the corner. You have been asking and finally it's here! Learn how
to create useful job costing reports using our report generation module.
Register now for one of our WebEx on-line sessions to ensure that you
consistently achieve rapid and sustainable results using Jonas Software. Our
exceptional customer-focused training will enable you to get the most from your
Jonas Software.
General Release Version 11.8 is being dispatched to you!! Don't be left
behind. We are currently releasing CD's to our clients for Version 11.8. Look
inside to view the General Release version features, greater enhancements and
improvements.
Are you a Jonas Expert? Test your knowledge using our frequently asked
questions. We have solutions to common questions on
website security and how you can view notes for inventory parts. Build
your skills using our helpful hints section. Take advantage of new features for
the dispatch board and in
report generation. We have new tips that will assist you in maintaining
your Jonas Software on a regular and ongoing basis.
Are you a Homebuilding Subcontractor? Take a look
at our new Homebuilder module designed for Residential, Electrical, HVAC,
Plumbing and Carpentry Contractors. Learn how this new module handles
complexities associated with tracking trades and billings for multi-lot
projects.
Did you miss last month's edition of the Jonas Insider? Click
here to quickly access important information
about Jonas Software.
Your opinion matters!! We’d like to know what you think of our newsletter and
how we can improve it to make it the best information tool possible. Please
forward your suggestions to us via
email.

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A Sneak Peak at Version 11.9 teamed
with high-level training to help you get everything you can out of
Jonas Software!
Please join us at one of our 2008
Jonas User Groups. We will offer you expert insights on how you can
use your system more effectively and give you an exclusive sneak
preview of Version 11.9. Voice your opinion, share ideas and learn
more.
Our annual one-day Conference will
be held at six new and exciting locations. Based on your feedback
from the 2007 User Groups, we will provide you with
more
training to accommodate all facets of your business. There will be
separate sessions for service billing and job costing with a strong
focus on high-level training for owners, controllers and project
managers. These sessions will be structured in a flexible fashion
allowing those clients who operate in both industry types to attend
both sessions.
This is your once-a-year
opportunity to explore the new features coming in Version 11.9 AND
learn about the many features available right now. Gain how-to
knowledge of specific features and gather insight from customers who
are also running the software.
The curriculum for our 2008 User Groups focuses heavily on
process-oriented content and high-level reporting which will help
you streamline workflow and integrate every area of your business.
This year we are introducing the
“20 Things” series–designed to provide users of all skill levels a
fun, rapid-paced rundown of some of the features you may not be
using in your Jonas Software. Executives will find our
Reporting
Session essential for managing your projects and business.
Sessions such as Advanced Capabilities of Jonas Software and
Custom Sharing 101 will outline key process that other
companies are using that you may choose to implement.
Also, our industry-specific
breakout session will give you the opportunity to provide valuable
input on future Jonas Software enhancements and address any areas of
concern. Regardless of your Jonas Software knowledge or experience,
you will come away with new tools and contacts to help you take full
advantage of Jonas Software. As always, space is limited and we are
expecting this event to sell out. Don’t delay! Register now and
secure your seat at Users’ Conference 2008.
User groups
are a great opportunity to meet fellow users and find out about the
industry.
Network
with your peers in an informal
knowledge-sharing environment.
We look
forward to seeing you!
Dates & Locations
Select a User
Group location and download the required registration form.
Please fill it out and email, fax or mail it to reserve your spot.
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Toronto,
ON - Thursday,
September 4th
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Atlanta, GA - Thursday September 11th
(HVAC Show Sept. 10th - 12th)
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Ottawa, ON - Thursday,
October 2nd
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Atlantic City, NJ -Thursday, October 9th
(Dinner & Comedy Show)
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Frisco, TX - Thursday, October 23rd
(Golf Getaway Package)
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Banff
Springs, AB - Thursday, November 27th
(World Cup Skiing, Heritage Walk)
Please remit
full payment by check to Jonas Software.
IMPORTANT: Payment must be received or post-marked by the
early registration deadline of July 31, 2008. Register early to
qualify for the reduced rate.
Mail, fax or email
completed registration form to:
Jonas Software
2008 User Groups
45 Vogell Road, Suite 500
Richmond Hill, Ontario
L4B 3P6
Phone: (800) 352-6647
Fax: (905) 886-8511
karoline.lapko@jonassoftware.com
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Jonas Software Acquires
Vertical Market Software
We are pleased to announce that Jonas
Software has acquired Vertical Market Software (VMS) as of June 2, 2008. VMS
is a Pensacola, Florida based company that develops and supports an
integrated accounting, job cost and service solution. VMS has over 250
clients operating in the HVAC, Mechanical, Petroleum Equipment and other
construction-related markets.
We are very excited to be working with the VMS team and will be continuing
to support the existing client base and sell new systems. There will be
limited crossover between VMS and Jonas staff as we plan to keep all but our
administrative activities completely separate. In Jonas and VMS, we have two
very strong products and we will continue to invest in both of them over the
long-term and the two companies will continue to compete with each other for
new business.
Over time we will look to share some newer applications (Mobile, Document
Management, eService) to increase the amount of resources we have available
to work on these projects. Beyond this there will be no impact on the
day-to-day operations of Jonas or our client base.
If you have any further questions regarding the acquisition, please contact
Will Anderson.
An important
announcement regarding your July 1, 2008 Canadian Payroll Update
There are no changes to the federal tax rates, income thresholds or
personal amount required for the July 1, 2008 Payroll Update. Changes
announced in recent 2008 Provincial Budgets influence only Newfoundland and
Labrador, British Columbia and Ontario. All other provinces have no changes
to provincial/territorial tax rates or other areas relating to payroll.
Important Note:
The Canadian changes still are not finalized from CRA. They are currently
still in draft form. Jonas Software has created a calculation program which
will be posted on the website next week.
The changes only really affect
clients in BC and NL. Please be advised that if you are using the
calculation program for any pay periods that fall between June 20 and June
30, a message will prompt asking you if you would like to use the July tax
tables. Please answer No unless you have the July tax tables and want to use
them.
2008 Provincial Budget Highlights
Newfoundland and Labrador – Changes have been made, as follows, to the
provincial tax rates and tax brackets:
• 7.7% (formerly 8.7%) on income less than or equal to $30,215;
• 12.8% (formerly 13.8%) on income greater than $30,215, but less than or
equal to $60,429; and
• 15.5% (formerly 16.5%) on income greater than $60,429.
British Columbia – Changes have been made, as follows, to the provincial tax
rates and tax brackets:
• 5.13% (formerly 5.35%) on income less than or equal to $35,016;
• 7,81 % (formerly 8.15%) on income greater than $35,016, but less than or
equal to $70,033;
• 10.5% on income greater than $70,033, but less than or equal to $80,406:
• 12.29% on income greater than $80,406, but less than or equal to $97,636:
and
• 14.7% on income greater than $97,636.
Ontario – The provincial labour-sponsored funds tax credit (factor LCP) has
been changed. Retroactive to January 1, 2007, the maximum investment that
can qualify for the tax credit has been increased to $7,500 (formerly
$5,000).
Note: Listed are the
draft numbers which may be subject to change. Please confirm accurate
figures on the Government
website.
In mid-June you will be able to download the July 1, 2008 Canadian Payroll
Update through the Support section of our Jonas website.
Downloading the Payroll Update ensures that your company has the latest
published government payroll changes when you need them, without the
frustration of mail delays or the possibility of receiving a damaged CD. The
Jonas system is date-sensitive; thus we recommend that you load the update
immediately.
To access the Jonas Support section of the website you must have a User Name
and Password for your company. User Names and Passwords are assigned by
Jonas. If you need one, please
email Jonas Software.
If you’d prefer to receive a Payroll Update by mail, please
email
Jonas Support. Unless we hear from you, we assume you will be upgrading your
payroll via the Jonas website.
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JONAS is offering Webinar sessions led by well-known and experienced team
members of Jonas. The upcoming Webinars are designed to help your business learn
more about the Jonas modules, focusing on trouble-shooting procedures,
common questions and tips and tricks to help you get the most out of your Jonas
software. Your specific questions about features and functionality are welcomed
and always answered as part of the presentation. These courses offer valuable
insight for experienced Jonas users as well as those who are new to Jonas.
Be sure to check back often, as new courses and dates are constantly being
added.
HELPING YOU GET
EVERYTHING YOU CAN
OUT OF ALL YOU HAVE
| Job Cost Report
Generation |
Date & Location:
Thursday, July 10th,
2008
Session Length:
2 hours
Session Time:
1:00pm EST
Location: Webex
Fee: $200 per connection
Trainer: Jan Lech |
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Course Description: This course will cover
everything there is to know about creating job cost reports using the report
generation module. We will present task-based, real-world scenarios covering
the design, coding, and implementation of reports. You will quickly learn how to
use the data fields, set conditions and understand the coding and secure key
reports. We will teach you the fundamentals of reporting which will ensure
your jobs are profitable. Spots are
limited so register
now. |
Date & Location:
Thursday, July 31st,
2008
Session Length:
2 1/2 hours
Session Time:
1:00pm EST
Location: Webex
Fee: $200 per connection
Trainer: TBD |
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Course Description: This
course will cover everything there is to know about Service Billing. It will take a
comprehensive look at the setup of cost types, cost items, sales categories
and GL rules. This will help you better understand the overall integration
of service billing which serves an important purpose when generating
reports. Emphasis will be placed on key flags, common phrases,
territory codes, various billing methods and how to effectively use labour,
material and equipment and parts mark-up tables. Spots are limited, so register
now.
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How can I control user access to the Jonas website? |
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It is advantageous to allow your users access to the Jonas website.
There is a lot of information available there that can enhance users’
facility using Jonas and increase their knowledge.
However, most clients would not want all users access to their Jonas
account, product updates, etc.
At Jonas, we initially set up one user with a password with full access
to the Jonas
website. If you
do not know your login and password, please contact Jonas
support.
The primary support contact or system administrator can log into the
Jonas website using this login and setup individual accounts for each
user or group of users in their organization controlling their access.
Upon logging in, select the first tab My Account > User Account
Administration.
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This opens a screen where the user ID can be setup. To add a user, click
on +Add a New User
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A new screen opens allowing you to input a user name or group name,
and pertinent information including e-mail address. There is also a field
for selecting an access level – Management, Support or View only. Management
access has full access to everything on the website. Support can log a call
and also see all previously logged calls as well as access to the Knowledge
Base.
View Only cannot log support calls but can see the status of previous calls
and has access to the Jonas Knowledge Base
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When you have completed setting up the user, click on Submit changes.
When you have finished setting up your users, click on Return to Main
Account Administration to finish. |
How can I view the notes for a specific part number?
Select the part number in the F2 look-up and and click on the blue
toggle button located at the bottom right hand corner of the screen.
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This will automatically populate the notes associated with this part
number.
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Tip of the Day
Tip #1
In 11.8 a new flag "Display open time segments when tickets are
removed" has been added to show tickets on the Dispatch Board if there
are incomplete time segments on current work orders. |
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Tip #2
A new code has been added to Job Cost Report Generator when designing
user defined reports. @JAD will report on Job Address information found in
the Job Master file. ie.@JAD1, @JAD2, @JAD3 will show first three fields
indicated in the Job Address.
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HOMEBUILDING SUBCONTRACTORS Benefits
- Designed for residential Electrical, HVAC, Plumbing and Carpentry
Contractors
- Handles complexities associated with tracking trades and billings for
multi-lot projects
- Customer Focused with easy to use pre-defined selection screens for
showroom sales
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Features
- Easy to create each job lot, including model templates and
tracking the extras for each model
- Lot status screen shows dispatcher and status of each model and
is able to assign work as required
- "Certificate of Completion" information received from the field
and status reports are processed through the Billings
- Warranty inquiry screen allows you to retrieve information
pertaining to specific civic address
- Setup areas, fixtures and accessories for intuitive sales
selections
- Progress bill invoices
- Visually see task schedule and material requisition status from
billing screen
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Please click
here to request more information. |
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IS IT TIME FOR YOUR NEXT
UPDATE???
It is important for Jonas users to be performing Product Updates on a regular
basis to ensure that you keep your Jonas Software current and problem-free.
Check the website weekly as a new download is available every Tuesday and
install it immediately.
CURRENT VERSION
The current version for Jonas Software is 11.8.
HOW TO UPDATE??
There are two procedures to choose from to obtain the latest Release.
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Downloading from the Website.
- Installing the Product Update from a CD.
Before You Begin:
Determine the version of Jonas that you are
currently running. If you are unsure, open Jonas and check the version number
located in the bottom right hand corner of the screen. Ex. Version 11.6.034 (the
release .034 indicates the release level).
Downloading the Product Update from the Website
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Click on the Product Update that matches the version of Jonas software you are
currently running. (Ex. 11.4 or 11.6) You cannot change versions via the
website, only by loading a CD. Note that you might have to be above a specific
Release level to be able to run a Product Update from the website. Notes at the
side of the Product Update will tell you this.
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Choose the Save option. You will be presented with the SAVE AS screen
display below. Save the Product Update in the X:\GJCWIN\CUSTOM directory
(where the X: is the logical drive letter that contains the Jonas programs -
usually J:). Note: This is just a suggested directory, but not a mandatory
location to save the Product Update. Then you can open and run it. After
successful installation, log off Jonas and log back in order for the changes to
take place.
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Installing the Product Update from a CD
Advanced Release versions do require all users
to be out of Jonas for the introduction of new data structures. Loading an
update from a CD sent by Jonas will always require all users to be out of the
system regardless of the version.
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Jonas recommends that if you are installing on
a network that the Product Update be installed from a workstation. However, if
installing the Jonas Product Update via Citrix or Terminal Server, it must be
installed at the server console.
Note: Some operating systems, for example
Windows 2000, may require you to log onto the server with full administrator /
supervisor privileges.
- Locate the Product Update using any technique (e.g. Windows Explorer or
via the Run command on the Start button). Double click on the saved PUxxx.exe
file.
- Wait 5 – 20 seconds and a window will
appear. Step your way through the Welcome screens by clicking on Next.
- Choose the Destination Directory. If
the drive is not correct, please select browse and indicate the correct
location. When the correct path is shown, click on Next.
- The Installation Complete screen will appear upon completion of the
installation.
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Click on the Jonas for Windows icon. The program will automatically start
rebuilding the screens and data files.
Version 11.8
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We are
currently releasing CD's to our clients for Version 11.8.
This general release will help you grow and benefit from
greater functionality with your Jonas Software by providing
a seamless migration path. We anticipate a dispatch of 11.8
to all clients by the end of June 2008.
Your Jonas Software system update may include modifications,
new or revised settings, key features and other items which
will change your current system. We encourage you to check
the release and enhancement notes from time to time for
software updates and to always maintain your system to use
the latest release of the software. (Administration>Release
Enhancements)
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Please visit the “Product Updates” section in the Jonas
Insider for detailed instructions on installing a c.d.
If you experience any
difficulties, please contact customer support immediately.
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