- Help:
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This is a simple timing application that allows you to record time and materials used on a job directly on your mobile device (or laptop, using a modern browser), provided you have an internet connection. The data is sent live to your MoneyWorks Datacentre (which must web enabled, which is part of the MoneyWorks setup).
To use this app, you first need to provide your Datacentre username and password (if any), and your Document username and password. This is done in the Settings section.
Once you have specified your correct user details, you will be able to see (by tapping the "Jobs for ..." button, all the jobs that have been allocated to you. Tap a job in the list to see a timer, which you can start and stop as you work. This will accumulate time against that job, and (when you tap Submit) will create a job sheet entry in your MoneyWorks Datacentre (you will be prompted for the resource).
You can also record the use of other items on the job by tapping the Use Item button on the Timer screen. A list of available items are displayed; just tap to select the one that you use (you can also specify a quantity). You need to confirm your choice by tapping the Submit button, at which point the MoneyWorks Datacentre will be updated. The items in the list are split into time and materials, so you can record bulk time here if necessary, bypassing the timer.
Note that the jobs that you can see are determined by your MoneyWorks Username. Specifically jobs are allocated to you (and hence visible by you) only if they have your username in Category4 of the Job record. Jobs can also be added for a team by entering the team name in the Category field under User Privileges in MoneyWorks. Users will see jobs with a category4 value that matches their user name or the Privileges category.
Similarly you will only see items that have been allocated to you. In this case the items are controlled by the code you enter into the "Item Source", which you specify as part of the Settings. Only Item records in MoneyWorks that match this code will be displayed. Thus if you enter "VAN4" in the "User Settings", you will be able to choose any item that in MoneyWorks that has "VAN4" in Category4.
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Jobs list:
This displays a list of jobs that have been allocated to you (i.e. in MoneyWorks, your Username has been entered into Category4 of the Job record). The list is displayed with the oldest job at the top.
To record time against a job, tap the relevant job, which will take you to the Timer screen.
Jobs are colour coded as followed:
- Jobs with recorded time that has not yet been submitted to MoneyWorks, are a dark grey;
- The job (if any) with the active timer is displayed in black;
- Jobs which you have marked as "Complete" are displayed in Green;
- Other jobs are displayed in light grey.
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Supported devices:
This app is written in HTML5 and Javascript, so should run on any modern browser. It has been tested on iPhone/iPad with iOS 5.0+, and also Android devices.
On the desktop, Safari 5.1 and Chrome both seem to work fine.
Copyright and Modification:
This App, as well as the jQuery and JQuery Mobile supporting frameworks, are licensed uner the MIT license:
Copyright (C) 2012-2023, Cognito Software Ltd
Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without
restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software
is furnished to do so, subject to the following conditions:
The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH
THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
- Version: 3.1
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3.0 - Updated to work on IndexedDB and MoneyWorks Now (Feb 2023: MoneyWorks 9.1.3).
2.0 - Updates to support iOS 7, misc bug fixes.
1.0.1 - Release version.
- Datacentre Settings Help:
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You need to enter your Datacentre Username and Password into this screen. If your Datacentre does not require a password (you would need to check with your administrator whether it is password protected), just tap the "Save Settings" button.
You then need to tap the "Document Settings" button to select your MoneyWorks file and provide your username and password to this. Remember that this Username is used to determine what jobs you can see.
The "Item Source" is used as a filter to choose which Items are accessible in your Items list. Only Items which have a value in Category4 that match this Item Source code are displayed when you select an item. As an example, this would correspond to the Items that you have available at the site (in your van for example). When you tap "Save", a count of the items available will be displayed.
Having entered all your details, tap the Back button to return to the Home screen.
Clear Data
- Jobs Help:
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This displays a list of jobs that have been allocated to you (i.e. in MoneyWorks, your Username has been entered into Category4 of the Job record). The list is displayed with the oldest job at the top.
To record time against a job, tap the relevant job, which will take you to the Timer screen.
Jobs are colour coded as followed:
- Jobs with recorded time that has not yet been submitted to MoneyWorks, are a dark grey;
- The job (if any) with the active timer is displayed in black;
- Jobs which you have marked as "Complete" are displayed in Green;
- Other jobs are displayed in light grey.
- Timer Help:
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Tap the "Start" button to start the timer. The accumulated time that has not yet been submitted to MoneyWorks will be displayed. When the timer is running, a Stop button is displayed. Tap this to stop the timer.
If you need to use an item for the job, tap the "Use Item" button. You can tap this whether or not the time is active.
When you have completed the Job, turn the "Job Complete" checkbox on. The job will turn green in MoneyWorks, indicating to the central office that you have completed the job and that they can release it for billing (or take whatever other is necessary). Note that it will also appear in your job list in green. Once a job is marked as complete, you cannot record additional time or items against the job (you can turn off the "Job Complete" check box, but would need some sort of protocol with the central office in case they have billed it).
A summary of the work done on the file is shown in the Log that appears in the bottom half of the screen.
Note that it is quite safe to leave this screen (or indeed the app itself) while this is running; just be sure to remember to come back at the completion of the job and tap the "Stop" button.
- Use Items Help:
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This allows you to specify the quantity of an item that is used, which will default to 1. Tap the "+" or "-" buttons to increase/descrease the quantity if need be. The quantity is in the sell units of the item (which is displayed on the screen). Make sure that the quantity you enter is in these units.
You can enter a general comment about the item if you wish.
Tapping "Submit" will record the use of the item in MoneyWorks.
Note that you should check the code, description and pricing before submission, to ensure that you have selected the correct item. Click the "Back" button if you have the wrong item.
You can enter negative quantities if you need to. This allows you to retain unused items, or to correct mistakes if you submitted a wrong item. Remember that each time you submit a negative quantity, this will show as a credit in the job system.
- Datacentre Settings Help:
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When you submit a time entry, you must use a time Resource from the menu. These are pre-specified in MoneyWorks (they are Time Items with your Username in Category4), and will determine the rate that you are charging. Note that you will only be able to Submit if you have at least one time resource.
The sell unit of these time resources are important. The Timer will count the number of seconds you have worked on a job, and convert this to the appropriate units. The recognised units that will be converted are "sec", "min", "6mn" and "hr". Any other unit will be assumed to be hours (i.e. the number of seconds recorded will be divided by 3600 to give the quantity).
For example, if you charge $10 per unit, and your unit is "6mn" (i.e. 6 minutes), this is the same as charging $100 per hour. However if the unit was "min", your rate would be $600 per hour.
The Activity and Description are optional. The Activity is a list of common activity codes (generated from a MoneyWorks Validation List called "Activity").
Tapping the "Save" button will update the MoneyWorks Datacentre and take you back to the job list.
- Adding a new Job:
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After entering a description click the Add Job button. This will create a new Job in MoneyWorks for a default client and assign it to the current user of the app.
If the current user is a member of a team and you select the Add for my team option the job will instead be assigned to all members of that team.
You can assign a user to a team by entering a team name in the category field under User Privileges in MoneyWorks.