MAC:08Maconomy Tips & Tricks

Maconomy Product Strategy Team

Agenda

• E-forms

• Mileage

• Long Text

• Use of Statistics Fields on Chart of Accounts

• Live Office

• Import

• Spell Check

• MPL Font Fallback Fonts and Multi-Language

• Approval Hierarchy Health Check

E-Forms

» Introduced in Maconomy 2.4 in

2018

» Support for custom project registers

– questionnaires, check lists,

technical specifications, etc.

» 50 free fields of each type (Text,

Boolean, Date, Employee, Integer,

Real, Amount, Popup, Option List)

» Available in WSC and iAccess

» Print, Copy, Documents, Simple

Approval Workflow

E-Forms

E-Forms | Examples» Legal Solution - Due Dilligence » Engineering Client

E-Forms Demo

» Extend E-forms to other

areas (customers,

employees)

» More flexible layouts

» Long Text (+255

characters)

» Approval hierarchies

» Revisions

Future Enhancements

Mileage Sheets

» Screen designed to capture

mileage

» Dedicated mileage fields

» Default task

» Rate calculation based on

country, company, vehicle,

date, Max/Min number of miles

» Integrated to

» Time sheet

» Google Maps

» Approvals, proxy registration,

justification, documents

Mileage Sheet

≠≠

Mileage Sheet Touch Demo

• iAccess enhancements

• Google maps and address

assistant

• Combined time and mileage

registration

• Derive mileage rule from

company country in mileage

registration

• Vehicle Type by Country

• “Return” action

Future Enhancements

Long Text

» Introduced in version 2.1.1 in 2014

» Available in iAccess and Touch – 2.4.4

» Support for more than 255 characters in select fields (from entry to invoice)

» Time sheet

» Quote

» Request for Quote

» Purchase Order

» Vendor Invoice

» Job Invoice

» Approvals

» Prints

Long Text

Long Text | iAccess» Short text » Long text

Long Text | Workspace Client» Short text » Long text

Long Text | TouchShort text Long text

» System parameter: Enable

Long Text Emulation in

Workspaces

» Fields appear larger

layouts

» Long text containers with

special long text fields

are utilized

» Print/MPL considerations

» No simple migration

Configuration

» Long text in E-forms

FutureEnhancements

Day/Time Session Title

Tuesday: 10:00 – 11:00 AM MACKO-01 Maconomy Kickoff

Tuesday: 11:10 – 12:10 PM MAC-02 Customer Spotlight for Maconomy: Mott MacDonald

Tuesday: 2:10 – 3:10 PM MAC-03 What’s New in Maconomy?

Tuesday: 3:20 – 4:20 PM MAC-04 iAccess for Maconomy

Tuesday: 4:30 – 5:30 PM MAC-05 Performance Assurance in Maconomy

Wednesday: 10:00 – 11:00 AM MAC-06 Making Moves - Taking Maconomy to the Deltek Cloud

Wednesday: 11:10 – 12:10 PM MAC-07: Maconomy Customer Advisory Council

Wednesday: 2:10 – 3:10 PM MAC-08 Maconomy Tips & Tricks

Wednesday: 3:20 – 4:20 PM MAC-09 Maconomy Customer Care

Thursday: 8:30 – 9:30 AM MAC-10 Maconomy Finance

Insight 2019 | Maconomy Track (Emerald 8)