Maconomy Web Client

Overview of the Maconomy Web Client

The Maconomy web client is designed for streamlined access to time and expense activities, favorites, absence management, employee information, approvals, jobs, job budgets, job risks, progress evaluations, job invoices, job journals, job collections, job transfers, customer information, purchase orders, absence setup, e-forms, job cost setup, and reports.

The user interface is based on Maconomy concepts while featuring a simple, easy-to-use tab design that allows you to click between workspaces. The browser-based application is optimized for in-office as well as remote access use. Look-ups provide quick and easy searches for data and favorites.

The main features are:
  • Recent Places - Switch between workspaces quickly and easily. This menu item lists the last three workspaces you accessed.
  • Weekly Time Entry - Register time for the week, specifying a job, task, hours or days, and a description. Use both the Keep and Favorites features for more efficient weekly time entry.
  • Daily Time Entry - Register time for the day, specifying a customer, job, task, hours or days, and a description. Use both the Keep and Favorites features for more efficient daily time entry.
  • My Plan - Create and make changes to bookings for tasks assigned to you.
  • Expense Entry - Create new expense sheets and register expenses by entering the job, task, description, quantity, price and currency. Also, change the exchange rate, or reference a receipt attachment. Attach receipts in batch, and choose to attach individual documents to an expense sheet line. Use the same Favorites feature as in the time sheets to accommodate more efficient expense entry.
  • Mileage Entry - Create new mileage sheets and register mileage by identifying the job, miles driven, and the From and To locations. The mileage sheet leverages the mileage rules setup in core Maconomy to establish the mileage rate
  • Favorites Management - Create saved combinations of project and task so you have easy access to them when doing time and expense registration.
  • Absence Management - Create and submit absence and allowance requests for approval, and view your available and booked absence time.
  • Record and Transaction Approval - Managers/designated approvers can access and review records/transactions submitted for approval. They can then approve or reject these approval items.
  • Absence and Allowance Approval - Managers/designated approvers can access and review employee absence and allowance requests. They can then approve or reject these requests.
  • Employees - Review and update your personal data, or that of other employees. You can also create employee records.
  • Employee Dashboard - View employee-related key performance indicators.
  • Contact Companies - Create and maintain information about your contact companies.
  • Opportunities - Manage your company’s sales opportunities.
  • Pipeline - View opportunity-related charts and key performance indicators.
  • Dashboards - View job-related charts and key performance indicators.
  • Jobs - Create and maintain information for jobs or subjobs.
  • Budgeting - Work with job budgets using either the Budgeting or Estimating workspace.
  • Resourcing - Access the embedded People Planner Resourcing Overview web component.
  • Quotes - Create, edit, and print job quotes as well as order confirmations.
  • Risk Management - Manage risks related to a specific job.
  • Progress Evaluation - Create an overview of how a job is progressing, and see if it is on track in terms of time and cost estimates.
  • WIP Invoice - Create and maintain WIP invoices for your jobs.
  • Invoice on Account - Create and maintain on account invoices for your jobs.
  • Job Invoice Allocation - Match and allocate job entries against invoices on account individually or in batches.
  • Draft Invoices - Work on draft invoices to which you have access.
  • Job Invoices - Work on job invoices to which you have access.
  • Job Journal - Create job entries to track time spent by your employees or to track materials used on the job.
  • Job Reallocation - Reallocate job entries by job, job entry, or in batches.
  • Revenue Recognition - Recognize revenue, reevaluate WIP, and redistribute employee revenue on jobs.
  • Job Collections - Group jobs together into collections.
  • Job Transfers - Transfer jobs to a new set of dimensions and review information about approved job transfers.
  • Roll Forward Jobs - Roll forward jobs to be used for the next year.
  • Customers - Create and maintain customer information.
  • Customer Invoicing - Combine several jobs on a single invoice for a customer.
  • Draft Invoice Creation - Create draft invoices for a batch of jobs.
  • Draft Invoice Status - View and monitor draft invoices in various stages of the approval process.
  • Job Invoicing - View fully approved draft invoices that are ready for printing.
  • General Ledger Transactions - Perform financial operations at month end closing in the web client.
  • Collections - Perform credit control and customer-related tasks in the web client.
  • Customer Payments - Create and post customer payment journals.
  • Purchase Orders - Create, edit, and submit purchase orders. You can attach documents to purchase orders, and view the status of a purchase order's header/lines.
  • Invoice Allocation - Allocate vendor invoices to accounts or jobs. You can attach additional documents to invoices.
  • AP Cockpit - View vendor invoice overview and status, open and print entry statements, and more.
  • Self-Invoicing - Perform self-invoicing procedures using the web client.
  • Vendor Invoice Journals - Perform vendor invoice-related tasks.
  • Vendor Open Entry Reconciliation - Reconcile accounts payable open entries against vendor invoices and other accounts payable entries.
  • Payment Selection and Payment Files - Create, edit, and approve payment selections for several vendors at the same time. Create payment files.
  • Resource Management - Access the embedded People Planner Resource Management web component.
  • Absence Setup - Set up and manage vacation calendars, absence types, and employee teams.
  • Access Control Setup - Perform access control setup and update these settings as needed using the web client.
  • E-Forms - Create and maintain e-forms and e-form types to accommodate various requirements within your company.
  • Job Cost Setup - Set up and configure job cost functionality in the web client.
  • Import Programs - Run imports using the simple import programs to which you have access. View and download log files and help files associated with these imports, or delete previous imports.
  • Viewing Reports - Access BPM and Analyzer reports from within the web client.
  • Users - Maintain data about users, their roles, and access privileges.
  • Notifications - Select a notification to navigate to the needed record/transaction, or the relevant workspace.
  • Online Help - Access the online help directly from the menu. Click an item in the dropdown to open that document in a new web page.
  • Settings - Manage your personal settings, including establishing the date format, decimal symbol, digit grouping system, and adjusting the time setting to interpret minutes or hours in certain instances on the time sheet.
  • Change Password - Use the change password feature to change your Maconomy login password.