NOTE: screenshots in all tutorials may not be exactly as in your database as dependant on your data, grid layout, etc
1. Open the workorder 54 that is for the sample client ABC Accounting via the Service Workorders grid
2. View on the Labor sub-section
3. You will see that the Labor grid has a Banked Service icon - which means that this client has Banked Service enabled.
4. Hover your mouse over the Banked Service column at the top of the Labor grid records, and it will display what the balance is for currency, hours and incidents at the time that workorder was first opened. By doing this, you confirm before you continue that there is sufficient funds/hours/incidents (depending on what you use) in the banked service before applying.
The screenshot above shows that at this time this workorder was opened the balance for currency was $500
Because in our fictional sample company, all pre-payments by clients are entered as currencies, we disregard referring to hours and incidents.
If of course, you just enter pre-payments of hours - than disregard the amounts for currency and incidents. Ditto if you enter pre-payments in currency - than disregard the amounts for hours and incidents.
5. Select the Banked Service image for the first labor item record
6. AyaNova will ask you to confirm you want to apply this to this client's banked service
7. Select Yes
8. Now save the workorder
9. Note how the Banked Service image for that labor record now no longer shows? This is to advise you that it has already been applied. Also if you open this workorder again at a later time, the entire labor record will be grayed to advise you that it has been applied already against banked service
10. Select the Client jump button
11. Select the Banked Service jump button in this client's entry screen
12. See that the labor record applied against banked service shows as a record here, subtracting the dollar amount of labor hours against the currency balance ($300 is in brackets to indicate a negative amount applied), as well as shows from what workorder record it came from (Workorder 54).
13. Exit out of this Banked Service grid and this client's entry screen which returns you to the workorder
14. Now lets say you didn't want that labor applied
| • | You would delete the labor record by selecting the labor record and selecting Delete key on your keyboard, and Yes to the clarification. |
| • | Save the workorder (changes are not applied until the workorder has been saved) |
| • | Now view Banked Service again for this client (Client jump button -> Banked Service jump button) |
| • | You will see that a new record has been made that is now showing in the Banked Service grid that shows the previous amount returned to the Currency balance, and that both explain that the labor record has been deleted. |
| • | Now you can return to the workorder and would re-enter the labor record so that you can bill it out (we won't bother re-entering in this tutorial). |
See also:
How do I enter a manual Banked Service?
NOTE: Currency is displayed according to your computer's Regional settings. For example, a negative currency amount may be displayed as ($50.00). If instead you want it to display with a minus symbol, you need to exit out of AyaNova, edit your Regional Settings, reboot your computer and than log back into AyaNova.
