Using Voly Projects
Once you have completed the steps outlined above to connect Voly and Pinpoint Works, you can use the newly provided features in Voly to manage your expenses.
On Voly you will now see your integrated projects under the 'Projects' Tab in your navigation bar. All of your connected projects and data will be visible here.
For example, you can use the Voly Project module to manage a yacht refit linked to a Pinpoint site. When the shipyard sends an invoice for work, they includes the Pinpoint site and point number, which can then be used to create the invoice within Voly.
This integration saves time, ensures accuracy, and keeps both systems updated.
You will also see a new 'Job' field on your transaction lines across the system. Whether that is on your Invoices, Voly Prepaid Card Purchases, Cash Purchases etc.
The Job field is all of the points associated with the site in Pinpoint Works. If you have multiple projects connected they will all be shown in the Jobs drop down. This means you can add invoices for the works being completed on the asset and have the dynamic fields of Invoice Net, Invoice VAT, and Invoice Total displayed across both Voly & Pinpoint Works.
Adding an Invoice via the Projects Page
You are also able to directly add invoices from the projects page for the point you like to invoice/pay from Voly. To add invoices via the Projects page you will need to complete the following steps.
Select Projects from the navigation bar
Select the Job(s) you would like to include on your invoice. When selecting multiple jobs, they will all display on the same invoice. There is no limit to how many jobs you can select.
Once all your Jobs are highlighted select 'Add Invoice' from the pop-up displayed at the bottom of the Projects page.
Complete the invoice fields and make any edits as needed. You should also see that the 'Job' Field and 'Description' will have been prepopulated with the details found on the 'Projects' page. This is editable if required.
5. Once you have added all the necessary information you can either 'Save Invoice' or 'Save Draft Invoice'
6. Once the invoice has been created in Voly, you will see the Invoice Net, Invoice VAT, and Invoice Total on the Job line in the 'Projects' Table.
You will also be able to see the same data within Pinpoint Works on the Site where the 'Job' is located.
Projects Table
On the Projects page, you will be able to filter, group and even reorder your columns to show the necessary details required for your projects. This is customisable to the user on Voly.
To edit your Projects table you will need to complete the following steps.
Select the field you want to edit, you can select 'Filter', 'Group' or 'Show/Hide columns' All three of these options are in the top left-hand corner of the Projects Page.
Select the fields you would like to filter your table by, as seen in the images below.
Once the filters are in place you will see your updated table
If you would like to reorder the columns you can do this by clicking on the header for the column and moving this left or right to your preferred viewing order
Still have questions?
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