2013-2014 Archived Topics (Outdated)
Summary of Recording Links
When the recording begins, we suggest that you click the Full Screen button located at the top right of the Share pod. At the bottom of this Share pod, there is a slide bar that you can use to quickly locate parts of the webinar you wish to view.
Recording Topics and Links
Frequently Asked Questions, Recently Added Things, and Feature Requests:
FTP to Caltrans or Prime Contractor on a Caltrans job - More validataions added
- Company Name according to Caltrans Contractor Organization List
- Caltrans Rates Expiration Date is checked
CCO Markup Overrides
Billing Forms
- Caltrans Short and Long Forms
- NTS Universal Bill Form
- NTS Special Bill Form (With Company Logo
And more ...
Frequently Asked Questions, Recently Added Things, and Feature Requests:
Labor RateBook and RateSet
NTS Universal and Special Bill Forms
- Material Invoice(s) to Follow
- Show CCO Number on Bill
Caltrans iEWB and Java -- http://svctdb36.dot.ca.gov:7777/forms/frmservlet?config=EWBJRE2012prod
Billing Submittals Subcontractor to Prime Contractor to Caltrans - Things that can go wrong
- Contract Number - not correct or not assigned to your company FTP and/or iEWB accounts
- Company Name - not on OR not matching any company on the Caltrans Organization List
- Incorrect CCO Number
- Overlimit Hours (above 8 RT / 16 OT)
- Equipment Charge - Expired rate or incorrect Class/Make/Model rate code
- What else can go wrong ....
Equipment Charges: NONOP with Overlimit units - Material Charges (iCAS User Guide - page 24)
Job - Copying versus Duplicating and Archiving
Setting Up New Users
Printing
Program Top Menu versus Main RibbonBar
Recently added features and adjustments
- Billing Summary - more columns
- Billing Status Reports - Dropdown Menu in Billing Worksheet with Billing Status Report
New Feature Requests
- Credit Billing for Non-Caltrans jobs to include -EW@FA
- Allow Overwrite or Plug OT Rate not using an OT factor on Non-Caltrans jobs
- Miscellaneous Equipment Rate Request button to RE with equipment and rate codes
Frequently Asked Questions, Recently Added Things, and Feature Requests:
EWBills Help Desk versus EWBills on the Cloud
Labor Rate Sets
Equipment Link to Class/Make/Model Codes
Custom Labor Surcharge Rates
Company List - Company Names - Link/Unlink
Caltrans vs Non-Caltrans - Size Restrictions - Labor Hours and Rates
Subcontractor Bills Transfer - FROM EWTouch or TO EWTouch - Who is LIVE?
Recently added features and adjustments
New Feature Requests
Why one should start using EWBills to process their extra work bills instead of using EWTouch or another solution. You can see the major points at the
EWBills Products Page.
User favorite features of EWBills, in no special order:
Much easier visually on your eyes
Import Subcontractor Bills
On the Billing Worksheet,
- Add Labor, Equipment, Material Charge buttons to top toolbar
- Record counts show on tabs for charges, expenses, and payments on the Billing Worksheet
- Billing Summary group below the list showing bill summary information
- Easy filter and sort options
- Clear overview of tasks and easy to navigate
- Column sorting is much better - faster and does not error out
- Bill Tagging for printing or deleting bills
- In EWBills on the Cloud
Caltrans Equipment and Labor Surcharge rates automatically updated as needed
Creating PDF files of Reports and Bills and able to email directly to yourself and others
And a number of mine favorites ...
We also talked about the error checking of bills and data entered - how we have tighten things up to lessen the chances for error on submitted bills.
Labor Rates Topics:
Labor Rate Setup Overview
Changing Labor RateBook Code from CALTRANS to COMPANY
Creating New Labor Rate File Registry for NEW Rate Year
- In EWTouch Version 3
- In EWBills on the Cloud
Preview of new GreenBook Labor Surcharge Rate Calc Style
Miscellaneous topics of interest including:
Caltrans CMS project
iEWB and Java / Internet Explorer
New Project - Contract Authorization (CEM-4905) and PDF Reader
Caltrans Miscellaneous Equipment Rates
Printing - Universal Printer - PDF
Export Data to Excel
Lump Sum/Unit Price Bills - Issues Button
Caltrans / Non-Caltrans Billings
- Subcontractor/Work Specialist
- Delay Bills
Miscellaneous topics of interest including:
Login
Webinars - Jan-Mar 2014 EWTouch Comparison
Tagging in the Billing Worksheet
Printing Bills
Import From Subcontractor
Billing Summary
Help Desk
Billing Worksheet Filtering
File Transfer to Prime Contractor
Billing Worksheet - Issues Notification
Employee List Export to Excel
Equipment Rates
Labor Rates
Equipment List - Equipment Missing/Incorrect Rate Code Links
Company List - Company Link to EWBills Master
Application Setup - Logo
Billing Form - Special Form
EWBills and EWTouch Comparison - Part 3
File Transfer from the Billing Worksheet.
Billing Worksheet - Few Items
Billing Submittals - File Transfer
- Subcontractor to Prime Contractor
- Prime Contractor to Caltrans
- FTP Client
EWBills and EWTouch Comparison - Part 2
We continued comparing EWTouch Version 3 to EWBills on the Cloud -- especially for those who have worked in EWTouch. We hope to shorten the transition cycle since they are essentially the same but not quite. Today we focused on the Billing Worksheet and will continue with more items in the Billing Worksheet in our next webinar (Part 3) with the primary focus on detailed usage of electronic file transfer of bills.
Billing Worksheet, Billing Summary
Electronic Submittal Access
EWBills and EWTouch Comparison - Part 1
We did a quick start overview comparing EWTouch Version 3 to EWBills on the Cloud -- especially for those who have worked in EWTouch. We hope to shorten the transition cycle since they are essentially the same but not quite.
Login
Navigation
Setup
Caltrans Central
Browse List, Entry Forms, Listings/Exports, Query
Billing Worksheet, Billing Summary (More Details in Next Webinar)
Electronic Submittal (Details in Next Webinar)
COMMENTS:
Cindy Ratcliff, Brutoco Engineering & Construction, Inc. - January 16, 2014
Lots of cool stuff! Easier set up & maintenance of rate sets, the change in optional wage rate level is great, we pay a lot of workers above scale. Filters are more detailed and easier to navigate. I really like the Job descriptions as in prime or sub, the tagging is nice too. I’m sure I will have questions once I start playing around with it, overall nice job! Oh Yeah, I really like the revamp of the FTP site. I’m really looking forward to being able to access it directly, as you know because of issues on our end I had to go through separate application to access it. Love the easier on the eyes visual appeal of the user interface!!
We are targeting EWBills Cloud Version Rollout for January 2014. So today's discussion was how to prepare for this in December 2013 because our goal is to get every subscriber company setup on the cloud with their database for a test drive or running live in December.
We talked about these topics:
Each User - Register at EWBills Help Desk
Company Administrator Only - Prepare for Migration
- Email us a company logo and name it like this companynickname_logo.jpg i.e. nicetouch_logo.jpg
- Prepare EW3 Database
- Jobs - inactivate non current jobs
- Users - inactivate non current user AND make sure strong passwords are put in for each user
(you can put a standard strong company password and have users change when they log in)
If you cannot see the password field, go to Setup, Application Setup, Job tab and check Enable Login for Program Access.
Please note that you can still leave the Bypass Password checked. Now you should see the Password under the User.
- Labor Surcharge - separate out non-Caltrans labor rates work types into another Book i.e. COMPANY
- Install/Run DEM (Data Extraction Module)
Nice Touch Solutions - We prepare your database and invite you to access - turning on new button on your Help Desk button options
Each User - Install/Run EWBills Cloud Launcher
Company Administrator Only - Login and Prepare User List and Access Rights
Try it and Decide
- Run Test Drive first or Go Live
- Let us know when you are ready to go live
- Run DEM program again and we will refresh your database with your latest current data
- Shutdown your local EWTouch system except for reference only.
Note End of Life for EWTouch Version 3 is now December 31, 2014 with the delay of Caltrans new CMS system. This is subject to change of course.
Quick overview of the program and the Billing Worksheet then went through the more common billing scenarios and how we handle them.
In this extra webinar was mostly a question/answer period and we covered EWBills Help Desk, Equipment Rates, Labor Surcharge Rates, Labor Rates, Shift Differential, Query Wizard, Export Wizard, Quick Filter, etc.
In this month's webinar, took a glimpse of the Job Dashboard then we discussed Labor Rates and miscellaneous topics addressing attendees questions and things we wanted to share.
In this month's webinar, took a poll and attendees mostly wanted to discuss Job Setup. We then quickly showed how to add a Private Equipment Rate Book and Rate File to the Equipment Rates list. At the beginning, we also quickly touched on Program and Caltrans Equipment Rates updates.
In this month's webinar, we looked at a few comparison between EWTouch Version 3 and EWBills in starting the program and working with the Rate File Registry especially the Labor rates, although we did touch on the Equipment and Labor Surcharge Rates.
In this month's webinar, we gave a sneak preview of our record tagging capabilities in the Billing Worksheet list for deleting records and printing bills.
We showed the subtle differences between the choice of the Caltrans, Universal, and Special bill forms. There is now an option to NOT use Caltrans form limits for our NTS Universal and Special Bill Forms including number of charges items, labor charge hours and straight time rates.
We also covered a number of miscellaneous topics like Owner defaults when adding a new Job.
