Getting a warning when attempting to bank hours that it's been depleted, or that banking the service will go over the limit and give an option to only bank the balance and bill the rest, etc. Anything along those lines would be a great help. This would clearly require some kind of split up of the hour, dollar, and incident banking.

What will be available with AyaNova 4 is a "tooltip" showing the balance for hours, incidents and currency in the Labor subsection of a workorder when you hover your mouse over the Banked Service column symbol. This way you can see at a glance whether you will go over the Banked Service balance before you apply your labor to it.

This is in addition to the ability that has always been available - where you can see the Banked Service balances by using the Client jump button in the workorder to view the Client entry screen, click on the Banked Service jump button and view the Banked Service grid for that client.

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com

Here's a couple scenarios... Say for computer support you give the option of banking phone support as per incident and onsite as hourly. By tracking the way it currently does there is no way to independantly track these items.

Currently say there are .5 hrs left in a banked situation and you have to bill 1 hr. Now you would either bank that and it would go negative, or you would have to create separate labor items and bank the .5 then bill the .5 separately. This would apply to anything with regards to partial time or dollar amount. If you don't allow the negative then it can bank the partial and calculate the additional that needs to actually be billed without the added steps to manually put it in.

Right now it's simply a tracking tool and is only useful in very specific situations. By making each bank type independant, making it more intuitive, and having finite values it could be a very valuable part of Ayanova.

Thanks,

Chris

Darrell

Right now with AyaNova 4, you can view what the present balance is of Banked Service before you apply the banked service. This way you can determine yourself if you want to apply to banked service or bill it out to another rate etc.

AyaNova 5 will also in addition display what the resulting balance will be if the labor is applied -so you do not have to do the multiplication of rate x hours yourself to see if it puts the balance into the negative. And this way you can either cancel out of applying to banked service if it puts it into the negative, or going through with it and applying if ok.

Banked Service does not have the ability to detemine itself whether a labor record should be billed at a specific rate or not - the rate selected is set by yourself.

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com

So if I understand this correctly, what I could do is create every month the 60 hours of banked service in Ayanova.
When applying labor I need to check to see if I'm not running out of hours. If I ran out of hours, I need to bill this seperataly at $125.00 (not banked). Am I correct?

I also want Ayanova to create all invoices for me so is there anything to be done regarding the banked service hours being posted as 0.00. Is there a way to specify the fixed monthly fee and additional hours in Ayanova so the invoice gets created automatically with the QBI. I want to, if possible, to not use quickbooks itself to create invoices at all.

Grtz,

Darrell

Correct

As per the QBI Help file section on banked labor http://www.ayanova.com/qbi4webhelp/banked_service_invoiced_out_at.htm  QBI will identify if a labor item in an AyaNova workorder has been banked via Banked Service, and will always invoice that at 0$ amount.

So if the labor record is NOT banked, QBI will bill it out at the AyaNova labor rate in the AyaNova workorder

And if the labor record IS banked, QBI will bill it out at 0$

- Joyce

AyaNova Sales & Technical Support

http://www.ayanova.com