We invite you to refer to the AyaNova v3 Manual for complete details on all features, tutorials, installation and configuration, and reference information.
Each head office or client or unit can have its own Banked Service.
If a unit has Bank Service activated, that takes precedence over the Bank Service for the client, which takes precedence over the Bank Service for the head office.
For example, within a workorder, if the head office of the selected client has Bank Service enabled, you will be able to apply Labor (whether as hours, money amount or incidents) against that head office’s Bank Service.
But if a client also has Bank Service enabled, its Bank Service will be used instead of any set up for the Head Office.
And again, if a specific unit of that client has itself been set up with Bank Service, when that unit is selected in a workorder item, any entered Labor within that workorder item would be applied against that unit’s specific Bank Service.
You may want to use both Bank Service and Contracts - Bank Service to track prepayment for hours, incidents or currency amount; and Contracts for expiry date and specific rates
Grid entries can be entered manually within the grid itself; or grid entries can be automatically entered via a workorder items labor entry.
Once a row is entered and saved, it is not editable. If an incorrect amount is entered manually or applied incorrect via a work order, you will need to create manually an adjustment.
Although the grid is filterable just as with other grids within AyaNova, it is recommended that you leave the Entered Date as the first column and display it ascending so that you are always looking at the last entry first.
Note that the Banked grid displays columns for banked hours, banked incidents (labor items) and banked money.
For example, if you use Banked Hours only, than it is suggested to edit the grid to not display the Banked Money and Banked Incidents columns.
If columns are displaying that you do not use, right-click on the column headings of the grid to bring up the list of columns. Uncheck the columns that you do not wish to show.
Refer to the section on using grids for more information.
Banked grid columns:
Entered
This is the creation date and time of the entry.
Hours
Positive or negative number of hours applied to previous total hours of Hours Balance
Hours Balance
Balance left on amount of hours pre-paid for.
Currency
Positive or negative number of money amount applied to previous total amount of Currency Balance
Currency Balance
Balance left on amount of money pre-paid.
Incidents
Positive or negative number of incidents applied to previous total amount of Incidents Balance.
Do note that each labor item within a workorder item in a single workorder is considered one incident if utilizing the automatic Bank Service feature in a workorder item Labor.
Incidents Balance
Balance left on number of incidents.
User
This is the user who either entered in the banked information manually or via the Labor item in a workorder.
Source
This column will show the text “Service Banked” to indicate a manual entry if entered from this screen.
If entered automatically via a workorder it will show the service workorder number.
Effective Date
This is the effective date that the banked applies to. Do note that this field is for informational and reporting purposes only.
For example, if manually entered a new monthly amount of banked hours paid for on the month of March, would enter the Start Date as March 1 2005.
Or if the row information came from a work order, will display the same date as the labor Stop Date & Time.
Description
This field is where you would enter the reason for the entry. For example, you may enter “Client pre-paid for 30 hours” etc.
When row information comes from a work order, it will automatically enter “Workorder item labor” as the text.