5.3.0 revision

DMF	0415** PURCHASES EXPENSE REPORTS * 0901** ADMINISTRATOR SETUP * 1608** TOOLS RESOURCES * 1609** TOOLS CROSS-FUNCTION *

In order to follow the official scale for the mileage allowances, improvements have been made on the mileage allowance calculation:

• The calculation is now based on the vehicle and not on rated horsepower.
• The refund thresholds specified in the setup of the rated horsepower are now taking into account a fixed amount.

Add a fixed amount on the refund thresholds

In the setup of the rated horsepower (Setup > General Setup > Expense report > Rated horsepower), the Enable the reimbursement by threshold box can be checked to specify a reimbursement by threshold scale.

Previously, each threshold could only contain an amount proportional to the number of kilometers. From now on, in order to comply with the official scale of the mileage allowances, a new field has been added on each reimbursement threshold. It allows you to specify a fixed payment in addition of the payment proportional to the number of kilometers. This new fixed payment will be taken into account in the mileage allowances calculation when entering expenses.

For more information about rated horsepower, refer to Fiscal powers.

Taking into account the vehicle on the employee record sheets

From an employee record sheet, in Edit > Additional parameters, the Authorized taxable powers menu has been renamed Vehicles and authorized taxable powers. The Registration number column has been added to this screen. It allows you to specify the registration number of the vehicle associated with the rated horsepower.

For more information, refer to Entering authorized taxable powers.

Input of the vehicle and new fields when creating the expense.

When inputting a Mileage allowances expense type, the Vehicle field has been added to:

• On Akuiteo Mobile > Expense reports menu > +;

• The Desktop Application > Management > Purchase > Expense report.

From now on, the taxable power does not need to be specified when creating the expense. Instead, the vehicle must be specified and the amount already reimbursed is calculated separately by vehicle rather than by taxable power. Indeed, if the employee input expenses on various vehicles but with the same taxable power, the total number of kilometers and the amount already reimbursed will still be specific to each vehicle. Thus, the amount taken into account by the kilometer scale does not match the accumulated amount for all vehicles, but only for the amount vehicle by vehicle.

The following fields has been added to the expense report screen:

• Total km traveled which indicates the total of kilometers traveled inputted by the employee;
• Calculated amount which indicates the total to reimburse according to the total of kilometers traveled;
• Amount already refunded which indicates the amount of the kilometer expenses already refunded to the employee;
• Amount to be refunded which refers to the amount calculated less the amount already refunded.

For more information about adding expenses, refer to Creating an expense report.

Import templates added for the vehicles and the mileage allowances

Two new import templates are available in Management > Imports:

• Resources > Vehicle in order to import vehicles for the employees. This import requires the 160881 TOOLS RESOURCES IMPORT VEHICLES DMF.
• Resources > Mileage allowances in order to import the mileage allowances already refunded for the employee's vehicle but not inputted in Akuiteo. This import requires the 16088 TOOLS RESOURCES MILEAGE ALLOWANCES DMF.

Kilometers history by employee improved

From an employee record sheet, in Edit > Additional parameters, the Km history by type, powers, and calendar year menu has been renamed Km history by type, vehicle, and calendar year. The following columns have been added to this screen:

• Registration number which displays the registration number of each vehicle linked to the employee;
• Imported kilometers which displays the number of kilometers imported thanks to the new import template;
• Imported amount refunded which displays the amount refunded thanks to the new import template.

DMF	1608** TOOLS RESOURCES * 25**** PROJECT * * 45*** MAIN PORTAL - PROJECT * *

The PLG_TACE management rule is used to enable and set up calculation of employees' occupancy rate excluding holidays in Project.

Improvements were made in order to specify a target scheduled rate for each employee. It is the scheduled rate that the employee must ideally reach every month.

On Project, a new indicator reveals employees whose scheduled rate is below or above their target scheduled rate in order to make easier entering scheduled items in priority on employees below their target scheduled rate.

Activation on the Main Portal

On the Main Portal > Project, the Scheduled rate calculation > Target scheduled rates menu was added. The new DMF 450102 MAIN PORTAL - PROJECT PROJECT SCHEDULED RATE SETUP is required to access that menu. It opens a setup screen that contains the Enable Target scheduled rates option. That option must be enabled in order to specify the target scheduled rate on each employee and to show the new scheduled rate indicator on Project.

Target scheduled rates on employee record sheets

When target scheduled rates are enabled from the Main Portal, the Scheduled rate section and the related Target scheduled rate (%) field become visible in the Employee tab of the employee record sheets (Desktop Application > People > Resources (Employees and Subcontractors)). The Target scheduled rate (%) field is used to enter the target scheduled rate of the employee in percentage.

Along with this addition, the Scheduled rate section was added to the employee search screen. This section contains the Target scheduled rate not specified criterion which is used to search for employees for which the Target scheduled rate (%) field is not entered.

The corresponding Scheduled rate column was also added to the search results and displays the target scheduled rate of each employee.

Target scheduled rate in the employee import template

In the employee import template (Management > Imports then Resource > Resources (Employees and Subcontractors)), the TACE_CIBLE column was added and is used to import employees with a set target scheduled rate.

Target scheduled rate indicator on Project

On Project > Employee view, the Scheduled rate display option allows you to display scheduled rates in the list of employees.

When that option is enabled and target scheduled rates are enabled from the Main Portal, an indicator is now visible on the line of each employee who has a target scheduled rate. The color of that indicator changes depending on the scheduled rate of the employee in comparison to their target scheduled rate:

• It is red when the target scheduled rate of the employee is inferior to their target scheduled rate. Scheduled items can then be entered on this employee in priority.
• It is green when the scheduled rate of the employee is equal or superior to their target scheduled rate.

When hovering over the indicator, the target scheduled item of the employee is displayed as a tooltip.