Webinar Archive

Journyx Mobile 10.1 Preview

During this training webinar, we will review all the new features the Journyx 10.1 mobile app has to offer, including:

  • Allocation time entry for entering in and out times
  • Data validation and audit level support
  • New user interface and improved app performance

​Presenter: Meredith Zachritz, Director of Product Management, Journyx Inc.

 

Journyx Version 10.1 Review

Version 10.1 of Journyx and Journyx PX includes a variety of improvements and new features focused on accrual management flexibility and leave reporting - which will make it easier for employees and HR personnel to manage time off and report on vacation earned.

During this training webinar, we will review all the new features Journyx 10.1 has to offer - 17 new features in all - and show you how they work.

​Presenter: Meredith Zachritz, Director of Product Management, Journyx Inc.

Turn Your Reports Up to 11 with Journyx Reportlink

Do you have complex time and expense tracking needs that require additional reporting? With Journyx Reportlink, you can turn your reports up to 11 by expanding the reporting functionality of Journyx into Microsoft® Excel®. During this training webinar, we will show you how Reportlink will help you:
 
  • Sync data dynamically from Journyx to Microsoft® Excel® for intuitive, quick and simple expense and time tracking reports.
  • Generate robust, advanced reports, pivot tables and visually dynamic graphs.
  • Create custom templates, update your Journyx data with the click of a button, and save the results as sharable employee time tracking Excel® files that can be tailored to Journyx user-specific security settings.

​Presenter: Rhonda McAulay, Existing Customer Account Manager, Journyx Inc.

Creating Groups in Journyx

The Journyx "Groups" feature is a very powerful and flexible feature that determines most of what you can see and do in the Journyx system. This webinar reviews:
  • The various ways groups are designed and used, including groups by employee type or department, supervisor reporting groups and project access groups.
  • How groups affect access and reporting based on a user's role in each group.
  • How to create and edit groups in the Journyx system.

Presenter: Jessica Lopez, Training and Implementation Engineer, Journyx Inc.

Journyx Mobile App 4.0 Preview

Version 4.0 of the Journyx mobile app has several new features to make mobile time and expense tracking even easier.
 
  • New home screen for accessing the features in the mobile app
  • New manager approvals for time, expenses and projects
  • New workflow for creating time/expense entries in the mobile app

​Presenter: Meredith Zachritz, Director of Product Management, Journyx Inc.


Journyx and Journyx PX 10.0 Features

Get a sneak peek at Journyx and Journyx PX v10.0. 
 
  • New report type for full Project Profitability reporting in the browser
  • Reporting on project budgets compared to actual work and expenses with work, cost and profit variances
  • One-click export to Excel for browser reports
  • Option to report on and print receipt images and attachments in time and expense reports
  • Comprehensive overhaul of the entry screen layout and user interface

​Presenter: Meredith Zachritz, Director of Product Management, Journyx Inc.


Tracking Project and Employee-Reimbursable Expenses

Originally presented August 2015:

Learn more about tracking your project and employee-reimbursable expenses in Journyx during this training session. 

We cover the following components of the expense tracking process: 

  • Setting up expense entry screens and assigning them to employees 
  • Creating conversion rates for tracking mileage and different currencies 
  • Entering expenses and mileage as an employee 
  • Using credit card statements to create an expense report 
  • Approving employee expenses 
Presenter: Meredith Zachritz, Director of Product Management, Journyx Inc.
 
 
 

Journyx v9.5 Highlights, Part 2 + New Mobile App Features

Originally presented May 2015:

We’ve already covered many new features of Journyx 9.5 in our last webinar, but there are more features to show. Additionally, we have a new mobile app that is better than ever and will simplify your employees’ remote time entry. Specifically, this webinar covers:

  • Leave request handling improvements
  • New option to set up entry screen column-to-column filtering via imports
  • New option to set up a custom semi-monthly time period that is not always limited to the end of a month
  • Features of the new Journyx mobile app 
Presenter: Meredith Zachritz, Director of Product Management, Journyx Inc.
 
 

Top Highlights of Version 9.5, Part 1

Originally presented February 2015:

Journyx 9.5 is our most exciting update yet! With so many new features, this webinar will make sure you know exactly what is now available to you in your Journyx system and how these features will improve your Journyx data. Specifically, we will cover:

  • Custom project costing and billing rates based on project roles and/or assignments
  • New custom entry environment that can be used for tracking equipment utilization, widget completion, etc.
  • Single tracking environment for entering employee reimbursable expenses and mileage.

Presented by Meredith Zachritz, Director of Product Management.

 

Click here to view the webinar slidedeck.

 


Seven Ways You Didn't Know Journyx Could Help Your Business

Originally presented November 2014:

Maybe you use Journyx data to run payroll. Or perhaps to keep an eye on projects. But Journyx software can help your business in many other ways you might not realize and this webinar will tell you how. We’ll show you all the tricks of the trade and demo tools that will help you get the most from your investment in Journyx, including:

  • Journyx PX for resource allocation
  • Accrual Calculator for vacation, PTO and sick leave time management
  • Data Validation Tool for validating time data entered into Journyx against customized rules
  • Payroll Rules Engine for automating payroll processes and easily passing data to your payroll solution
  • Creating and managing leave requests
  • Custom entry environment in version 9.5 that can be used for tracking equipment utilization, widget completion, etc.
  • Master Time/Expense/Widget Keeper for creating mass entries for any number of employees.

Presented by Meredith Zachritz, Director of Product Management, and Brian Maxin, Director of Sales

Click here to view the webinar slidedeck.


How to Master Your Government Contract Management System

Originally presented September 2014:

  • In this webinar hosted by Broadleaf Inc, we learn about a contract management system that's designed specifically for Federal Government contractors called COMS (Contract Management System). Learn how easy it can be to:
  • Track your contracts
  • Generate billing documents
  • Track deliverables 
  • Get access to contract information in seconds
 
With COMS you can standardize your Federal Government contract processes and leave spreadsheets behind.
 
This webinar is sponsored by Journyx. Journyx is web-based time, expense and resource tracking software. Labor is often the highest expense in government contracts; therefore a robust labor management system is a requirement for any contractor that serves the U.S. Government. Defense Contract Audit Agency (DCAA) compliance can be met only through detailed labor and cost center tracking. Journyx serves many government customers and gives them the peace of mind that their data is compliant.
 
Presented by Vincent Apesa, President of Broadleaf Inc., and hosted by Brian Maxin, Director of Sales, Journyx.
 
 

New Version: Journyx v9.5

Originally presented September 2014:

  • Journyx 9.5 offers new features to ensure you are able to get a complete picture of your project costs and revenues both in terms of forecasts, and as they are realized.  9.5 includes greater flexibility in calculating your project costs and contract-based bill rates as they are applied to your project work. We review new features and show how they will help your business.
  • Custom project costing and billing rates based on project roles and/or assignments
  • New custom entry environment that can be used for tracking equipment utilization, widget completion, etc.
  • Single tracking environment for entering employee reimbursable expenses and mileage
  • Leave request handling improvements
  • New option to set up entry screen column-to-column filtering via imports
  • New option to set up a custom semi-monthly time period that is not always limited to the end of a month

 
Presented by Meredith Zachritz, Director of Product Management, and Brian Maxin, Director of Sales


Journyx Accountlink for QuickBooks

Originally presented June 2014:

Journyx Accountlink for QuickBooks enables your accounting and HR team to transfer Employees (users), Customer Jobs (projects), Service Items (activities), etc. to Journyx. This enables end users to quickly and accurately log their time and reimbursable expenses in Journyx. The time and expenses can then be transferred back to QuickBooks for payroll or billing purposes. In this webinar, we take a deep dive into what Accountlink is and what it can do for you and your company.
 
Specifically, we cover:
 
  • Configure Journyx and QuickBooks for use with Accountlink
  • Run an Accountlink sync to see employees and customer jobs get created in Journyx
  • Run an Accountlink sync to see time and expense data go from Journyx back to QuickBooks
  • Take a comprehensive look at various configuration options and what they mean

Click here to view the webinar slidedeck.


Standard Reporting Functionality Available within Journyx

 - and -

Additional Reporting Functionality through Journyx Reportlink

Originally presented March 2014:

In this 45 minute webinar, we will take a comprehensive look at the reporting functionality within Journyx, including using Journyx Reportlink, to make sure that you understand everything you need to know to run any type of report. 

Specifically, we cover:

  • General Reporting Review
  • Review the different report types
  • Modifying a report
  • Running a report in different formats (HTML, printable, Cube Report, plain text)
  • Exporting data to Excel

Reportlink specific information:

  • Data and reports available in Reportlink
  • How to create a new Reportlink template
  • Text/pivot and graphical report sample templates

 


New Journyx Reportlink Functionality in Timesheet v9.0

Originally presented December 2013:

Reportlink is one of the main reasons many companies invest in Journyx. In this 30 minute webinar, we will review the Reportlink tool and check out the new Reportlink features in 9.0. Specifically we cover:

  • Ability to run standard and system reports in Reportlink
  • The new interface for selecting feed/report to run
  • Filtering your data before transferring to Reportlink
 

Journyx Accountlink for Microsoft Dynamics

 
Originally presented November 2013:
 
A primary reason customers use Journyx is for capturing accurate employee time and expense data for project cost accounting.  For those who are using Microsoft Dynamics GP, the Journyx Accountlink integration allows them to set up their Journyx site using their GP data.  It then allows them to pass back the actual time and expense information to GP for total project cost accounting. In this 30 minute webinar, we will look at the following basic concepts:
  • How to set up a new Journyx site using GP data
  • How the GP fields map to the Journyx fields
  • Employee time and expense entry based on the GP data passed to Journyx
  • How to send actual time and expenses back to GP for posting
 
 

Approvals and Other Compliance Tools

 
Originally presented October 2013:
 
Asking employees to complete their timesheet is only one piece of the puzzle.  Approving that time helps ensure accuracy of the data before you process the time for project accounting, billing or payroll purposes. In this 30 minute webinar, we will look at the following concepts and tools that are available for approving timesheets:
  • Timesheet approval
  • Timesheet approval creation process – including email notifications
  • Project-based approval
  • Project-based approval creation process – including email notifications
  • Organization Compliance Viewer – Graphical representation of the approval process for your organization
  • User Compliance Report – Formally known as the sheet status report

 


 
Originally presented September 2013:
 
Journyx Accountlink for QuickBooks enables your accounting and HR team to transfer Employees (users), Customer Jobs (projects), Service Items (activities), etc. to Journyx Timesheet. This enables end users to quickly and accurately log their time and reimbursable expenses in Timesheet. The time and expenses can then be transferred back to QuickBooks for payroll or billing purposes. In this webinar, we will review the basic concepts of what Accountlink is and what it can do for you and your company.
  • Configure Timesheet and QuickBooks for use with Accountlink
  • Run an Accountlink sync to see employees and customer jobs get created in Journyx Timesheet
  • Run an Accountlink sync to see time and expense data go from Timesheet back to QuickBooks

 


 
New Functionality in Journyx 9.0

 
Originally presented August 2013:
 
Version 9.0 of Journyx and Journyx PX is now available.  In this 30 minute webinar, we will cover all the features that are new to v9.0.  Some of the features that will be reviewed include:
  • New, more granular role abilities for building a "Group/Limited Administrator"
  • User interface improvements for managing your custom roles
  • Copy settings from existing roles to create new ones
  • New import tools for rate rules and policies
  • New system report with individual login information
  • Copy settings from existing group to create new ones

 


 

 
Originally presented April 10, 2013:
 

Journyx has designed a set of automation tools specifically for government contractors who need DCAA-compliant processes. This 30 minute webinar will cover the Journyx tools and configuration options that assist with designing compliant processes. We will look at what each tool is used for, as well as how to set it up.

Some of the processes we will cover include:

  • Audit levels for correcting time records
  • Daily reminders for time entry compliance
  • Options for printed materials for audit support
  • Supervisory monitoring of daily compliance

 


 
Originally presented March 13, 2013:
 

The Payroll Rules Engine (PRE) is a module for Timesheet that produces payroll-provider specific export files containing all of your company’s payroll data collected by Timesheet, with an option to preview and validate that data in a custom report. The PRE export file can be uploaded directly to payroll providers that support direct uploads and sent manually to those that require manual submission. The PRE’s default setup is for ADP, but Journyx Professional Services can configure the PRE to work for most other payroll providers, so if you’re not using ADP, don’t worry. Just inquire about what’s involved in modifying the PRE to work for your situation.

In this 30 minute webinar, we will review the PRE in Journyx Timesheet to make sure that you understand how to set it up based on Pay Groups. Specifically, we will cover:

  • Initially setting up the PRE
  • Organizing your users so that the correct rules apply to them
  • How to review and export data out of the PRE

View Q&A from this webinar

 


 
Originally presented February 13, 2013:
 
Version 8.9 of Journyx Timesheet and ProjectXecute will be available soon. In this 30 minute webinar, we will cover all the features that are new to v8.9. Some of the features that will be reviewed include:
  • Master timekeeping for many employees in one screen
  • Document upload/attachments for time, expense and mileage entries
  • Work Breakdown Structure and Gantt views in ProjectXecute
  • Options to use the filters in Standard/System Reports to create feeds for Journyx Reportlink

 


 
Originally presented January 16, 2013:
 
Tracking time worked on projects is only one reason customers use Journyx to track their time.  Many customers are also interested in tracking holiday and PTO time. In this 30 minute webinar, we will review the different features for tracking time away from the office. Specifically, we will cover:
  • Leave requests
  • Tracking and calculating employee accrual balances
  • Scheduling company holidays

View Q&A from this webinar.