Throughout June Traffio's developers have focused on the improvement of current features and additional functionality. Additional output fields have been added within a number of Traffio-generated reports. New configurations to the bookings board now allow you to see the preferred of your employees, rather than their legal names as previously displayed. This configuration also applies if your vehicles have friendly names in which you differentiate them. Travel Allowance can now be allocated on the bookings board as well as new travel allowance and travel distance options to allow for bespoke allowances.
To make your business reporting easier, additional output fields have been added to a number of different reports. In ‘Person Hours by Client” a social inclusion groups column has been added to identify and track social inclusion goals. This data is omitted for privacy reasons if the person requesting the report does not have ‘Person Social Inclusion’ permission. ‘Person Hours’ report now has the functionality to report on that employee's date of first docketed shift, last docketed shift, and termination (if applicable). When reporting on ‘All Jobs’, the names of the employees on each booking are now able to be included. Within the ‘Skill Matrix’ report skill reference and date gained have been included. While exporting the ‘Skill Matrix’ in your company's custom export template the columns are not limited to only those that have been selected in the filter bar. The ‘Full Export’ button will continue to output all skills irrespective of the selection in the filter bar.
Within the bookings board, the configuration to show the employees preferred names instead of their first name has been introduced. This configuration is to reduce confusion and properly identify people who don’t go by or aren’t known by their legal name. These preferred names are set in the people profile. This configuration is by default turned off but can be turned on by going to ‘Admin’> ‘Traffio Config’ > ‘Show preferred/friendly names on booking board’ and then enabling the config option. As well as allowing preferred names, it also allows for your company's vehicles to be distinguishable by friendly names.
Travel Allowance override on Bookings Board
The functionality to be able to mark people that should and shouldn’t get travel allowances irrespective of the travel payroll cost centre options has been added to the bookings board. Previously this functionality could only mark people that could not get a travel allowance. This functionality by default has been introduced and disabled. This is enabled from ‘Admin’ > ‘Traffio Config’ > ’Travel allowance option on booking board’
Payroll Travel Allowances
Additional travel allowance options have been added to the payroll cost centre. This new allowance allows for a travel allowance to be given to ‘Non take home STS or from the depot within threshold KM’s’. This is applicable to those who do not have a take-home vehicle and are marked to go straight-to-site. Also, those who start at the depot, are in a vehicle and travel less than the threshold KM's to get to the site. Any usage of the travel distance threshold options now includes the distance traveled across mobile sites.
The ability to limit the base travel allowance to specific clients has also been introduced. When specific clients are selected in the ‘Clients’ field, travel allowance is only given to people working on bookings of those clients.
The ability to configure a travel time limit has been added to your rate schedule rules. This configuration allows you to set limits on how many minutes can be charged for travel between the depot and the job site. This limit applies to the time between leaving the depot and starting on-site, the time between finishing on-site and back at the depot, and separate travel time charges that are read from work dockets.
Added the date to the pay run view visible from 'Overrides', 'Rates' or 'Allowances' screens.
Added button to widen the pay run screen when it becomes too cramped. See the icon in any pay run screen.
Added Depot & Territory filters to the Person Leave section
Added ability to exclude NetSuite customers belonging to certain subsidiaries from being synced. See the 'Exclude subsidiary IDs' field on the 'NetSuite Centre' details screen.
Merged invoices will now show an additional "Job" column in the line items. This can be used to ensure line items are attributed to the correct bookings for reporting purposes.
Fixed bug which incorrectly showed travel allowance flag next to people on booking board when config option was off.
An issue has been resolved where adding a new line item to an invoice would unnecessarily scroll you all the way to the bottom of the screen.
Fixed a bug where minimum hours were not always applied properly if you required a crew on a booking without having one on the rate schedule.
Fixed filtering options when exporting invoice line items using the 'Export Items' button on the invoices screen.
Fixed a counting issue with the totals columns in the skills list.
Filters that are not able to be changed due to where you are viewing a list from are now hidden.
Fixed an issue that caused invoice line items to lose their descriptions if an option was chosen from the auto-complete box using the mouse, depending on how quickly you released the mouse button.