What you get

  • Admin
  • My Account
  • Companies
  • Jobs
  • Actions
  • Tasks
  • Timesheets
  • Financial
  • Modules

Admin

Managed by your actaLITE™ or actaPLUS™ administrator. Sets up all your requirements for the system including users.

My Account

Your home page is your dashboard to the system. The dashboard contains main menu, missing timesheets, actions and depending on your rights, graphical information showing WIP and income.

Companies

The companies/contact System is flexible and editable linked throughout actaLITE™ or actaPLUS™ to each job so that you can contact customers/suppliers easily.

Jobs

Setup and progress all jobs for your customers, from initial contact, estimating, scheduling, project management, production, timesheet management, filing job files, and purchasing to invoicing. Tasks and Actions are created during job setup.

Actions

Action all jobs with instructions/notes sent directly by email to the nominated users within your organisation and, if required nominated users at the customer end. Once an action has been created it is easy to track, re-assign to another User or complete the action.

Tasks

Create a task list or assign a task template to a job. Actions and costs can be assigned to a task.

Timesheets

Use the timesheet module to record time against a task/action. Entering the job number auto-completes customer, job title and description details. Add work code, description and time. Use the timesheet module to record holidays and absence. User can see a history of their holidays and absence.

Financial

Opening Balance – enter data for jobs that were on-going when you started using the application.
Job Review – provides an overview of all costs and invoices for a job. View individual records assigned to a task within a module.
Work in Progress – view costs allocated to a job and those invoiced by module (labour, purchases….).
Reconcile / Offset Invoices – allocate costs to invoice(s) or offset costs against a different job
Add Invoice – create and email invoice to Customer.
Reports

  • Work in Progress – summary total by job within customer.
  • Income by Job - analysis showing makeup of Gross and Net Income by financial period(s)
  • Income Reconciliation – Gross and Net Income for the selected financial period(s).
  • Invoice List – invoices created for the selected financial period(s) and sorted by date within customer.

Modules

Expenses - allow users to add to jobs, obtain approval and receive payment.
Mileage - allow users to add to jobs, obtain approval and receive payment.
Materials – add and allocate to jobs.
Assets- add and allocate to Jobs by time period half-day, daily, weekly basis.
Purchase Requisition - add to job, approve, and send to supplier, log delivery, enter invoice details and upload supplier invoice.
Estimates - create and email to customers for approval. Mark approved estimate as invoice to customer.