Over time as you use MyCorbu, the number of Projects, Project-Phases, and even Staff can become unwieldy. To change what you see in drop-down lists and in tables, you can make any of those items INACTIVE. The data is not lost, but it is no longer visible. Most views of your data are set to display only ACTIVE information.
To toggle Projects to Inactive, go to the Projects page, click the 'Projects Table’ button, and click ‘Yes’ in the ‘Active’ column. Then uncheck the checkbox to change to Inactive.
To toggle Projects-Phases to Inactive, go to the Projects page, scroll to the desired Project-Phase, and click ‘Yes’ in the ‘Active’ column. Then select the ’No’ radio button to change to Inactive.
To make Staff Inactive, go to the Admin page, scroll to the table of Staff Members, and click ‘Edit’ in the ‘Edit’ column. On the form, change the ‘User Status’ to ‘Inactive’ and Submit.
Now you can try MyCorbu for 60 days without using a credit card. Your Cost per person per month is frozen at the price in effect when you start the trial. It has never been easier to experience all the features of MyCorbu without commitment.
Tell your colleagues about the new no-risk way to see how much better MyCorbu is than what they are using now.
The date of an invoice is only useful as a point of reference. Usually the date assigned is the date it was prepared or sent.
I think it is more helpful to your bookkeeping to date invoices with the last day of the period that it covers. That approach puts your time expense and the associated income in the same timeframe.
The date is now meaningful and it may spur your client to make payment just a little sooner.
The price of a new subscription or renewal is increasing to $7 per user per month on February 29, 2020.
You can renew at the current price of $5 per user per month to extend your subscription by up to a year anytime before Feb 29th. Two additional price increases are planned during 2020 to bring the subscription price up to $12 per user per month where it will remain for the foreseeable future.
This does not affect paid accounts that existed before April 15, 2019.
Charge Rates are used to monitor the status of Project-Phase Design Budgets on the Project page. To take advantage of this feature you must enter two pieces of information: one for each staff member, and one for each Project-Phase. Both have shortcuts.
If you want, say, a 20% markup of your costs to be profit on projects, then divide each staff member's Standard Billing Rate by 1.2 to get the Charge rate.
Similarly, after deducting expenses like consultants from each Project-Phase Fee, divide that net Fee by 1.2 to get your design budget.
The Billing Overhead Factor lets you be more rigorous in calculating appropriate Billing Rates for your firm.
Invoices are treated more robustly in MyCorbu now. The big change is how Invoices are entered as a transaction. And how they make use of the Fees feature.
Take a look at the HELP article to get an overview of how this improvement can work for you.
During the Beta testing period of January, pick a project to familiarize yourself with this helpful feature. Or take Fees for a Test Drive here.
Entering and tracking your Fees in MyCorbu is straight forward. From the Bookkeeping page click the Fees button to access the Fees page.
From there you can “Add a Fee”.
Once your Fees are recorded, they appear in the table where you can report on their percentage of completion.
Learn more about Fees here: https://www.mycorbu.com/help/fees
Check out this description of how to use MyCorbu to keep on top of your invoicing. See new HELP article: Invoicing Process
Tracking your Project Fees is now possible with MyCorbu. The easiest way to see how it works is to visit the 'Test Drive' account. The Fees feature is found by clicking the FEES button found near the top of the Bookkeeping page.
The Forms and Tables throughout MyCorbu have been updated to require, or to show, Project-Phases for all data. The upcoming addition of Fees and Invoice features makes it necessary to have a 'common denominator’ - and the Project-Phase is the common denominator.
Since there are normally many more Project-Phases than Projects this will be less convenient at first. After clicking in the Project-Phase box, typing the first 2-3 letters of the Project name will reduce the scrolling needed to find the Project-Phase that you want.
While working on Invoicing for MyCorbu, I stumbled upon a really handy invoice numbering system.
Here is a link to a description.
Recently Knack, the platform on which MyCorbu is built, experienced problems with response times. Hopefully this has been permanently corrected.
If you ever experience problems with the way MyCorbu is responding, I suggest that you visit https://status.knack.com/
This will tell you if the platform has an issue.
If not there are two ways to help your computer respond better.
1) Clear your browser cache. Here is how:
2) Delete your browser cache, history and cookies. Here is how:
However if you see unexpected results in the app, then contact me. Rick Wolnitzek
The Fees and Invoices features for MyCorbu are in development and they are expected to launch before the end of the year.
You can read more about the plans for implementation here.
Work-in-progress can be viewed on the Test Drive account that is found here.
MyCorbu isn't expensive, but if you want to wring the most value out of your investment, there are two tactics that you can use.
Only 'Active' Staff are counted in the calculation of subscription cost when you are renewing your subscription. You can game the system by the timing of your renewal. E.g. renew just before adding staff. You can also make staff inactive to keep your headcount down. An inactive staff member cannot login, but their records remain in the system. So add your interns to the system. They will only be counted if you renew while they are Active. You can add staff to the system any time. It only affects your subscription when you renew.
Subscription Term is the other tactic. You can use it two ways. First you can extend your subscription before a price increase to put off the increased cost. Second you can 'schedule' your renewal date for a time when Active Staff are fewest. Say, before and after temporary Staff are brought on for the summer.
You can do a better job of managing your firm's performance than ever before.
Pricing will increase by Labor Day but you can lock in the current price for a year (... or extend your current subscription).
Just click the "Subscription" link in the 'Logged in as' menu bar.
Until recently the recommended way to track PTO in MyCorbu was useful but complicated. The new process involves just one Project-Phase and setting PTO Allowances annually.
Read about PTO Tracking here.
Custom Project Billing Rates can be set for every Project. Custom Rates can be changed, but require attention to ‘Resetting/Freezing’ to make the change complete.
Learn all about it here and in the Reference Guides.
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