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

Date & Location: Thursday, June 12th, 2008 Session Length:  2 hours Session Time:  1:00pm EST Location: Webex Fee: $200 per connection Trainer:  TBD

Course Description: This course will cover everything there is to know about the inventory module. You will quickly learn how to trouble-shoot common problems with receiving and adjusting inventory. Warehouses, inventory counts, bill of materials/assemblies, costing and pricing, mark-ups, inventory levels, common phrases and key reports will be covered. We will teach you how to keep real inventory control and how to manage the flow of inventory to work orders and jobs.  Key flags will be introduced to help you understand the options available to you. Spots are limited so register now.

Date & Location:  Thursday, June 19th, 2008  Session Length:  2 1/2 hours Session Time:  1:00pm EST Location: Webex Fee: $200 per connection Trainer: Mike Lasanowski

Course Description: This course will cover everything there is to know about U.S. Payroll. It will take a comprehensive look at payroll processing. It will provide you with a better understanding of payroll from the initial set up to the end of payroll update. A significant portion of this course is dedicated to reporting. This course is directed toward payroll administrators, accountants and controllers. Topics include payroll set-up, processing payrolls start to finish, layoffs (quick pay), canceling a check, adjusting prior periods, quarterly tax reporting and creating reports using the payroll report generator. Spots are limited, so register now.

Date & Location:  Thursday, June 26th, 2008  Session Length:  2 1/2 hours Session Time:  1:00pm EST Location: Webex Fee: $200 per connection Trainer: Mike Lasanowski

Course Description: This course will cover everything there is to know about Canadian Payroll. It will take a comprehensive look at payroll processing. It will provide you with a better understanding of payroll from the initial set up to the end of payroll update. A significant portion of this course is dedicated to reporting. This course is directed toward payroll administrators, accountants and controllers. Topics include payroll set-up, processing payrolls start to finish, layoffs (quick pay), canceling a check, adjusting prior periods, web ROE's and creating reports using the payroll report generator. Spots are limited, so register now.

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How do I close out my Work Orders that have been fully billed and costed? Once you have fully completed entering your costs and billings on a particular Work Order, it may be removed from the current file and transferred to the History file. Prior to doing this transfer, you should be aware that once the Work Order has been "closed out", it cannot be "reinstated" back to a "current" status. It is therefore suggested that if you run any month end reports using the current Work Order list, you keep the Work Order on file until the report has been completed. Once you have decided that the Work Order may be closed, there are two ways to close it: • Manual - you choose which Work Order to close. • Automatic - you must set the option flag in the Work Order Profile > Options screen - first field to "Y" to activate this feature. After activating this feature, run "Close Out Work Orders". The program will give you an option to allow automatic close-out of the Work Orders that have been invoiced and will display the invoiced Orders on your screen. NOTE: If a Work Order has open Purchase Orders on file, the program will not close-out the Work Order. You must declare the P.O. as complete before you can close out the Work Order it is tied to. All Work Orders chosen for close-out will then be removed from the current list, and the associated information setup in the History files.

How do I create change orders and have the system automatically create more than one Progress Billing line per Change Order? (Only for Version 11.8 and higher) Step 1 Turn on the flag in Job Costing > Files > Costing System Profile > User Option “Reg C/O’s: Also update Progress Billing”

Step 2 The 2nd flag is only for those clients that have purchased Comprehensive Change Order M’gmt. It is in Job Costing > Change Order M’gmt > System Profile/Terminology “PB Update Numbering Sequence – 9000 Series". Since the system is capable for creating more than one Progress Billing Line per C/O you must use the 9000 series for numbering. This will be automatic for those clients that do not have Comprehensive Change Order M’gmt.

Step 3 To use this feature, go to Revisions to Estimate/Change Orders.  Select the Cost Item for this job by pressing F2. To select a cost item from another job, press F11. You will be prompted for the job number and the cost item. Say ‘Yes’ to copy the estimate as well. It will automatically copy this cost item to the job you are on.

Step 4 After the selection of a cost item you will prompted for the number of Units. The system will multiply the number of units x the cost and revenue estimate to get the value of the change order. The job estimate will be updated with these values and a progress billing line will be created automatically. It will use the revenue estimate as the value. If you don’t have a revenue estimate for the cost item simply enter one and the system will use that value for the progress billing line.

To create multiple lines on the Progress Billing schedule with one change order repeat this process on the available line.

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Tip of the Day Do you hate typing the same address over and over? Save time by using the "Short form addresses" feature found in the tools menu bar. Step 1 Select "Short Form Addresses" found in the tools menu and select "Add a New Code"..

Step 2

Enter in a code that is easy for you to remember. Type in the description associated with the code.

Step 3 In the Address line found in Setup/Edit Customer info, you can type is the code initial established in Step 2. This can also be used in Accounts Payable when setting up suppliers.

Step 4 Press enter to have the "description" populate. In the following example, the code "MS" populated the description "Mississippi".

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What is Jonas DMS? Jonas DMS is a powerful document management system designed for all your document management needs. It is fully integrated with Jonas Software and any MS Windows program such as Word, Excel, Access, Outlook etc., allowing you to import any paper-based or electronic document into one central location. Why go with paperless with Jonas DMS? A paperless office does not mean that you no longer require printers, file folders or file cabinets; it means the information used to drive the organization exists primarily in electronic format. Imagine no more stacks of invoices, receipts, bills and any other paperwork cluttering desks or overloading your filing cabinets. You will never look for or lose a single piece of paperwork - it's available electronically right on your computer screens. You can easily click on any customer, vendor or job transaction in Jonas DMS and view the associated paperwork in seconds. If necessary, you can print a stored document on demand. Think of the total time savings you will gain when it is no longer necessary to search for, file or re-file hard copy paper documents. Anyone can easily locate and access any document no matter who initially stored it, if given the privileges to do so. Documents can be made public for shared viewing or private just for sharing with a select few. Core Functionalities • Automatically syncs with Jonas Software enabling F2 lookups. • Quick search, advanced search and documents search available. • Email any document from Jonas DMS • Approval process to streamline work flow. • MS Windows Compatible ex. Word, Access, Excel, Outlook • Check out/Check out feature allows sharing of documents among different users, locations and companies. • Text and document attribute search capabilities • Web-enabled functionality • Configurable document filing structure • CD Burn/Download feature to assist in archiving and additional back-up • Export to Excel to generate detailed reports Click here to request an online demo.

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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 11.6.

HOW TO UPDATE??
There are two procedures to choose from to obtain the latest Release.

1. Downloading from the Website.
2. 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

1. 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.

2. 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.

1. 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.

2.  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.

3. Wait 5 – 20 seconds and a window will appear. Step your way through the Welcome screens by clicking on Next.

4. 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.

5. The Installation Complete screen will appear upon completion of the installation.

6. Click on the Jonas for Windows icon. The program will automatically start rebuilding the screens and data files.

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Tech Support: "I need you to right-click on the Desktop." Customer: "Ok." Tech Support: "Did you get a pop-up menu?" Customer: "No." Tech Support: "Ok. Right click again. Do you see a pop-up menu?" Customer: "No." Tech Support: "Ok, sir. Can you tell me what you have done up until this point?" Customer: "Sure, you told me to write 'click' and I wrote click'."