ConstructionOnline Publish Report for the Week of October 14, 2024

UDA continues to invest in the speed & stability of ConstructionOnline™ with regular updates, enhancements, and new features added to the award-winning construction management platform, including -

INVOICING

• Excel Export now available for Invoices and Invoice Payments.
  • Data exported for Invoices will be populated to one sheet within the exported file, and data exported for Invoice Payments will be populated to a second sheet within the exported file. 
  • Invoices & Invoice Payments may be exported for any individual Project or for "All" Projects. 
  • Data may be Filtered by - 
    • Billed To
      (Specific Assigned Contact / Resource)
      
      
    • Date
      • Created On
      • Due Date
      • Invoice Date
      • Date Paid
    • Status
      • Draft
      • Unpaid
      • Overdue
      • Paid
    • Select Columns to Include in data export:
      Note: The Invoice Title column will always be included in the data export and is not optional.
      
      • Invoice #
      • Created On
      • Billed To
      • Project
        (May only be selected if export is for "All" Projects.)
      • Invoice Date
      • Due Date
      • Invoice Amount
      • Paid to Date Amount
      • Balance
      • Date Paid
      • Payment Status
      • Date Emailed
      • QuickBooks Integration
      • Notes
      • Invoice Type
      • Invoice Link
        (Populates the link for accessing the Invoice in ConstructionOnline)
    • Select Invoice Types to Include:
      • All
      • Estimate & Selections Only
      • Change Orders Only
    • Select Export Options:
      • Option to "Include Invoice Payments"
        Note: Option is automatically selected by default, but can be disabled by deselecting the checkbox here which will prevent the inclusion of Invoice Payments in the data export. 

COMPANY REPORTING

• Users may customize Cost Code Reports with the "Hide Column" function, available from the right-click menu in the Cost Code Dynamic Table view within Company Reporting. 

SCHEDULING

• Functions to Collapse All Baselines / Expand All Baselines in Multi-Project Scheduling consistently perform as expected in all appropriate instances. 

CLIENT SELECTIONS

• Option to "Keep existing Approval Status" added to "Duplicate" functions for Selection Categories, Selections, and Selection Choices. 

TO DOS

• Subtasks consistently duplicate with the parent To Do in all instances.