2013 EWBills Early Tutorials (Outdated)
Summary of Recordings:
Please look below these links for short descriptions of each session.
For more recordings - please check out the Monthly Webinars for current topics at the time.
Tutorial 1 – March 28, 2013 [70 Minutes]
Tutorial 2 – April 4 2013 [80 Minutes]
Tutorial 3 – April 11 2013 [65 Minutes]
Tutorial 4 – April 18 2013 [62 Minutes]
Tutorial 5 – April 25 2013 [38 Minutes]
Tutorial 6 – May 9 2013 [28 Minutes]
Tutorial 7 – May 16 2013 [39 Minutes]
Tutorial 8a – May 23 2013 [12 Minutes]
Tutorial 8b – May 30 2013 [15 Minutes]
Tutorial 9 – May 30 2013 [22 Minutes]
Tutorial 10 – June 6 2013 [25 Minutes]
Introductory Webinar to EWBills on the Cloud - February 14 & 19, 2013 [77 minutes]
NOTE: 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.
Tutorial 1 – March 28 2013
First tutorial webinar includes the following starting topics. Although the functional concepts apply to EWTouch 3 for the most part, the user interface, capabilities, and flow have been enhanced in EWBills 4. We have attempted to consistently provide the same workflow throughout the program. Hence learning the basics workflow in these items here carry over to the other modules – the primary difference is the content.
Navigation around the program
Main Menu
Main Toolbar
Browse List functionality
Basic List Filtering and Output
Entry Form functionality
Company Resources Setups
Labor – Craft, Wage Level, Employees
Equipment
Companies
Tutorial 2 – April 4 2013
Second tutorial webinar includes the following topics. Starting with quick review of some items from Tutorial 1 – this week will tie in the company resources to the Billing Rates followed by Project setups.Quick Review of last week
Company Resources
Labor
Labor Craft
Wage Level
Employee Master
Labor Rates
Equipment
Equipment Master
Equipment Rates
Companies
Contractors
Vendors/Material Suppliers
Project Setups
Owners
Jobs
Change Orders
Job Cost Codes
Tutorial 3 – April 11 2013
Third tutorial webinar is a walk-through parts of the Billing Worksheet
List View and Filter Modifiers
Select Job, Previous Job, Next Job
Basic Constraints
Bill Status
CCO Number
Work Performed by Company
Indicator Filters
Reset to Defaults
Job Related Setups
Job Owner
Job Record
Contract Change Orders
Job Cost Codes
List Maintenance
Bill Report Information
Labor Charges
Equipment Charges
Material Charges
Subcontract
Travel and Other Expenses (hardly used so did not really cover this)
Payment
Print Bills – individual and batch
Tutorial 4 – April 18 2013
Fourth tutorial webinar is a walk-through the enhanced Billing Status Report and the new Billing Summary Analysis. Query, Report, and Export Wizards are covered to filter and output the billing summary information.
Tutorial 5 – April 25 2013
Fifth tutorial webinar is a walk-through the concept of our toolbar Headliners, enhanced Inspector Series, and miscellaneous Billing Worksheet topics.
Tutorial 6 – May 9 2013
Sixth tutorial webinar was basically covering more data and report outputs.
• Bill Summary
o Export Wizard – faster output
• Bill Forms
o NTS Universal Form – new Special Logo version including Contractor’s Comments
• Other Billing Status and Jobs Reporting
o Jobs Status Report – Prime/Subcontractor Breakdown, Pay Method Breakdown, Aging Breakdown
o Closing/Interest Due Report
o Aging Analysis Report
Tutorial 7 – May 16 2013
Seventh tutorial webinar was somewhat themed around subcontractor billing.
Billing Worksheet
Subcontractor entering a Subcontractor Billing
Prime Contractor entering a Billing for a Subcontractor manually
Electronic Billing Submittal
Sending From Prime To Caltrans (FTP)
Sending From Subcontractor to Prime (via Email or the Cloud Virtual POBox)
Receiving From Subcontractor for ANY Contract ANY Owner not just Caltrans projects
View Transmitted Bill Submittal Batch File
Update on Caltrans New CMS – Extra Work Module
Caltrans Central Transformation
Tutorial 8 – May 23 2013
Eight tutorial webinar covered Application Setup and Wizard Access. A re-take of the recording covering User Setup is in the second Tutorial.
Tutorial 9 – May 30 2013
Ninth tutorial webinar covered things outside EWBills like
EWBills.com website
EWBills Online Help Desk System
Accessing EWBills 4 on the Cloud – Thin Client
Tutorial 10 – June 6 2013
Tenth tutorial webinar covered Getting Started on implementing the transition from EWTouch 3 to EWBills 4.
