ConstructionOnline Newsroom

ConstructionOnline Publish Report for the Week of October 14, 2024

Written by UDA Corporate Newsroom | 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.