Coins ERP+
A full guide to your ERP+ modules
By Denisa and 6 others7 authors443 articles
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Entering a Manual Payment (Non-COINS Check)
Void a Payment
Create and Print EFTs from AP Invoices
AP Select Invoices for Payment
Entering an Invoice Without a PO
Recurring Invoices Setup
Creating a New Supplier Account
OCR Aliases – Fields to Identify the Supplier
Creating an Overhead Purchase Order
Multi-Analysis Type Purchase Orders - Overview
Enter Invoices
Completing an Order Manually
AP Payments Create EFT
Entering an Invoice with a PO
Recurring Invoices Template
The Invoice Matching tab
Coins ERP+ Dates Explained
Accounts Payable
Anonymise PCard Holder Data
Pre-Paid Accounts Payable Invoices
Supplier Details
Allocating Credit Notes- AP
PCard Overview
Matching the Invoice
Payment Automation Services
Equipment Timesheet Detail Link
Accounts Payable Compliance
Retention in AP
Invoice Matching
Manual Invoice Selection for Payment
Printing and Posting Checks from AP Invoices
Donation during invoice entry without affecting tax (669010)
AP Payments Process Map
Accounts Payable Videos
OCR Confidence Factors
Suppliers
Amending Invoices
AP Shared Services
Recurring Invoices Template
Accounts Payable Enquiries
Administration
PL Configuration
Indexing a single document
Indexing scanned images
Auto-indexing AP invoices
Searching for documents
Bulk Auto-Index of Single Page Invoices
Bulk Load - Document
Document Management Batch Control workbench
Microsoft Form Recognizer
Document Management OCR Invoices - OCR Layouts
DocuSign Setup
Document Management overview
How to implement document security
Document Management – linking to external files
Attaching a document
Creating invoices from scanned documents
Paid Leave and Leave Requests
Employee Self Service
Change requests
Company Holiday Calendar
Security
Employee Self Service - Overview
Employee Self Service - Employee Self Service Licensing
Employee Self Service - Employee Self Service Setup
Employee Self Service - Portal Users - Actions
Employee Self Service - Tile Selection and Configuration
Employee Self Service - Pay History
Fixed Assets Overview
Asset Depreciation History
Adding a New Asset
Fixed Asset Disposal
Add Location Assets
Equipment Mileage Update
Equipment Trigger Setup
Link Captions to Triggers
Equipment Caption Setup
Asset Sale
Adding Asset Groups
Asset Purchase Order
Maintenance Cycles
Asset Captions
Asset Triggers
Loading Assets into Coins ERP+
Captions and Triggers
Linking Triggers to Captions
Updating Triggers for plant on hire
Fixed Asset Depreciation
Fixed Assets Configuration
Standard Asset Tasks
GL Accounts Overview
Manually Adding a GL Account
Reversing Journal Entry
General Ledger Allocations
General Ledger Allocation – Configuration
Allocation Types
Opening and Closing Fiscal Periods
Year End Process - Overview
General Ledger
GL Reporter – Report Rows
GL Journal Batch
Importing Journals
Standing Journals
Budgets
GL Reporter
GL Reporter – Multi-Currency and Joint-Venture Reporting
GL Reporter – Running Reports
Year-End Checklist
Human Resources
Benefit Plan EOY Actions
Personnel Data Load
Maximum Accrual Amount Added to Accrual Rate Record
Benefit Plan Details
HR enrol Employees in Multiple Courses: Training/Assessment Groups
Setting Up Ethnic Codes
Human Resources Parameters
Employee Maintenance Tabs - HR Details Tab (US)
Employee Maintenance Tabs - General Tab (US)
Matching Schedule in HR
Employee Training Enrolment in Browse Screen
Enroll Employees in Multiple Courses
Function Specific Lookup Codes - Overview
Function Specific Lookup Codes - Benefit & Accrual Plans Lookup Codes
Function Specific Lookup Codes - Drug Tests Lookup Codes
HR Competences - Overview
HR Competences - HR Competence Elements
HR Competences - Creating HR Competencies
HR Competences - HR Competencies Parameters
HR Competences - HR Competence Mapping
HR Competences - Essential and Desirable Competences
HR Competences - HR Competence Expiry Dates
HR Competences - Adding Elements to a Competence
HR Competences - Applying Competences to a Person or Role
HR Competences - Adding a Competence to an Employee
HR Competences - Viewing the Status of a Competence
HR Competences - Assigning a Competence to a Job Title
HR Competences - Effect of Competencies on the Personnel Workbench
HR Disciplinaries
Incidents/Accidents Enquiry
Maintain HR Lookup Codes
New Level of ESS Approvers
Personnel History Tool
Processing HR Changes
HR and Payroll Record Anonymisation
Standard Cost Types and Job Cost Code Maintenance
Cost Codes Info Guide
Manual Cost Code Entry
Job Closeout - Checklist
Budget and Forecast Separate Regular Time, Overtime, and Double Time Hours
Cost Transactions Billing Updates
DocuSign Integration for Variations and Certificates
WIP Adjustments - Margin % Accounting
Enter an On-Line Forecast (All Costs Single Tab Model)
Job Entry
Crew Maintenance
Master Jobs
Import Job Cost Codes and Budget
Additional Burden % on Costs
Completed Contract Method
Job Analysis
Job Timesheets
Job Listing Report
Cost and Billing Splits/Transfers
JC Cost / Commitment / Accrual Report – Overview
Input Budget Workbench by % Complete
Memo Data
Populate Job Summary Inquiry - Overview
JC PR Redirection of OT Costs
Quick Budget Entry
Quick Budget Entry (Phase II)
Subcontract Labor Reconciliation
Payroll Cycle Status Codes
Pay Items Within US Payroll
Emailing Payroll Documents
PR Definitions
Employee Maintenance
Input Timesheets for Employees
Convert to Manual Checks
Timesheet Load file format
Manual Check Calculator and Future Periods
Print Cheque Option Changes
Payroll Variation Report - Company Configuration Various Regions
Payroll Variation Report
Payroll Calculation
Payroll Configuration - Configurable Payroll Cheques and Payslips
Payroll Allocation Groups
Timesheet Load Error [PR1117]
Payroll -How to change the Payroll name description?
Employee email address used to send payroll documents
Post Calculation Cost Load file format
Employee Maintenance Tabs - SY Data Fix Upgrade Program
Employee Auto Numbering - Move Employees to Another Company
Run Payroll Exception Report
Federal Overtime Tax Exemption Report
Employee Maintenance (Setup)
Employee Auto Numbering - PR Renumber Employee
Employee Auto Numbering - HR Personnel Workbench
Employee Auto Numbering - Move Employees to Another Company
Employee Auto Numbering - Load Employee Data
Employee Auto Numbering - Employee Leaver Status
Employee Auto Numbering - Adding an Employee
Employee Auto Numbering - Format Details
Employee Auto Numbering - Overview
Employee Auto Numbering - Parameters
Generating Payroll Documents to be Emailed
Setting Up Employees for Emailing Payroll Documents
Configuring COINS to Email Payroll Documents
Setting Up Automatic Regular Hour Overtime Processing
Employee Auto Numbering - HR Parameters
PR Employee Union Fringe and Deduction Report
Item Sequences
Union Summary Report - Overview
Union Summary Report - Selection Screen
Union Summary Report - Union Timecard Detail Report
Payroll Configuration - USA Payroll EEO Report
Processing Payroll - US
Auto-create AP Invoices for Union Calculations
Auto-Spread Salary
Base Expense Fiscal Date on PR Timecard Date
Default Rates by Employee
Detail Prevailing Wage Fringe Benefits on Payslip
Employee Pay Calculation Management
Open a Payroll for a Given Frequency
Using the Memo Hours Earning Category
State Tax Authority Configuration
Types of Purchase Orders
Order Types
Creating a Material Purchase Order
Material Purchase Orders- Open Orders
Buyers
Change orders
Blanket Purchase Orders – Overview
Multi-Analysis Type Material Orders - Workshop Analysis Type Lines
Material Commodity Code Setup
Addendum/Amendment Orders
Creating a Single Form Entry Material Purchase Order
Purchase Ordering Basics
Delivery Ticket WBS Site Inventory Transactions
Entering an Order
Material Purchase Order Requisitions
Material GRN Entry
Equipment Orders
Entering Equipment Orders
Purchase Ordering Configuration
Commodity Code and Inventory Link
Separate Job and Service Order Related Purchase Order Budget Validation
Procurement - Company Information
SE Desktop - Overview
How-To Create a (Service) Location
Create Location Customer
How to Enter an Agreement with Financial Information
Agreements - Add Tasks - Overview
How To Generate Agreement Renewals
Enter a Service Order from the Service Order Workbench
How to Generate Planned Maintenance Tasking Service Orders
Marking Visits Ready to Bill
T&M and Quoted Service Order Invoices
Creating Schedule Bill Invoice
Void a Service Invoice
New Service Order System Stages
Location Asset Belts and Filters
Service Order TOS Agreement Billing Comments
Auto-Assign a Service Order Back to a Technician
Access to Agreement Inception date
Agreement Billing Sales Taxable Percentage
Generate Service Order Mileage Costs
Invoice Form Default by Service Order Type
Non-Service Order Time Block Labour Stages
Non-Service Order Time Block Schedule
Service Management Visit Location Union Defaults
Service Order Manual Percent Complete Effective Date
Service Quotes
Email Template for Service Reports
EFT File Configuration
Coins fix administration
The COINSadmin System
Customizing Coins ERP+ Color Palettes
Changing Environment Colour- v12.03 & earlier
Standard Power BI Dashboards
COINS REST-User Defined Page - Functions
Setting Up AAD Login
Email setup
User Preferences
S-Curve Automated Spreading
Security - Single Sign-On - Single Sign-On using Microsoft
Inline Manual Setup
Changing system configuration
Parameters USA
Analysis Sets Info Guide
Coins ERP+ User guide
Coins ERP+ System guide
Access to Desktops
Coins ERP+ Menus
Configuring Your Coins ERP+ Desktop
Selecting Records
Parameter Maintenance
Issuing Inventory GRN
v12.02 style
Custom Keyboard Shortcuts
Coins ERP+ user guide
Configuring AAD
Field Access Maintenance
Loading a Licence in Coins ERP+
Security - Single Sign-On - Setting Up AAD Single Sign-On
Configurable Documents Overview
Fixes Enquiry
Analysis Set creation
Material Tracking
Role-Based Menus
Beginning a Batch of Transactions
Batch Input
Activity Workbench
Home Pages
Working with a browse Screen - Overview
Coins Construction Cloud menu
Filters
Keyboard shortcuts
COINS Terminology
Configure Client SQL Access
Cash manager Overview
ODBC Prerequisites
Coins ERP+ System guide
Azure Active Directory Login
Super Administrator
Analysis Sets
Setting Up Your Coins ERP+ Desktop
Conditional Formatting