Maconomy Information Center

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, invoices, customer information, purchase orders, 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 sub-jobs.
  • 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.
  • Draft Invoices - Work on draft invoices to which you have access.
  • Job Invoices - Work on job invoices to which you have access.
  • 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.
  • Collections - Perform credit control-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.
  • Resource Management - Access the embedded People Planner Resource Management web component.
  • 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, which opens in a new web page. Find field descriptions, workspace overviews, and step-by-step procedures.
  • 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.