Read on for more information on upcoming EOFY Webinars and support.

The end of the 2020/21 Financial Year is fast approaching and that brings with it several requirements for our Jobpac Connect customers to close out the year. This also brings a significant increase in activity and engagement across many of our customers. In fact July is our busiest month particularly across our Support and Services Teams.

Preparing now and ensuring you have a defined plan to close out the financial year is crucial to achieving the best chance of a smooth and seamless rollover. Here are some things that could be worth considering:

  • Reviewing Jobpac Connect knowledge across the business especially around payroll and end of financial year processes. Businesses are regularly exposed to turn over so it may be worthwhile to consider a knowledge refresher for your business. If this is something you need help with, the best way to start this process is by logging a Professional Services case now via the Viewpoint Customer Portal.
  • Getting in early. July is a crucial month for customers and so we stand ready to assist you as efficiently as possible. Support case volumes in particular will become substantial and we recognise there are deadlines that business is required to meet. Therefore the sooner we have your case to hand the more time available for us to investigate and provide a resolution. As we approach the 2nd half of July, lead-in time and bandwidth will be at a premium. The expected considerable increase in case volumes will most likely result in delays.
  • Attending our informative and invaluable EOFY Jobpac Connect Webinars. We will be holding 3 webinars covering Payroll, Financials and BFM (Business Forecasting) as part of the year end process. These webinars will be definitely worthwhile attending so to save your much sought after seat please click onto the relevant link/s below.

Payroll Webinar – Tuesday, 22nd June, 10AM – 10:45AM AEST

Financials Webinar – Wednesday, 23rd June, 9AM – 9:45AM AEST

BFM (Forecasting) Webinar – Tuesday, 29th June, 10:00AM – 10:45AM AEST

Separately, we are currently working through the update of all relevant knowledge articles to provide further information and reference relative to EOFY processing. Over the next week or so we will begin to make these live and searchable through the Viewpoint Customer Portal. These will also be accessible via the Jobpac Connect page within the portal under the Year End Processes section.

And Lastly, a quick product update. The new Subcontractor Retention Held In Trust Statements feature is now generally available. If you have projects that qualify for PBA, PTA or NSW SC Retention Held in Trust then these statements may be of interest to you. Statements can be produced from the existing reconciliation report and distributed to subcontractors in bulk via email.

If there is anything else we can assist you with please get in touch through the normal channels and we will have the appropriate team help you out. In the interim, we hope our Viewpoint customers enjoy a trouble free and straightforward end of financial year. 

Kind Regards,

CHARLIE MANCINI | Manager, Customer Support & Learning APAC

Posted by Andrew Tucker

Andrew has worked in construction software since 1997, with increasing responsibility leading up to his current role as Viewpoint’s Product Manager for the Asia Pacific region. When he’s not finishing work on his hand-built home in the Hunter Valley, he’s helping contractors large and small implement ERP, project management, and field mobility software that allows them to grow their businesses exponentially.

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