Getting started with Coins ERP+
A full guide to your ERP+ modules
By Arthur and 1 other2 authors652 articles
- Bill of Quantities process
- BOQ New Matrix Screens Overview
- Bill of Quantities Overview
- BOQ Workbenches Summary
- BOQ - Prices Workbench
- Bill Templates Workbench
- Resource Items Tab
- Adding Variants
- Copying Bill Items
- Update VAP Budget
- Import and Export Bill Items
- Lot BOQ Workbench
- Lot BOQ Workbench – Ordering
- Purchase Ordering in BOQ
- Bill of Quantities Multi-Order Trades - Overview
- Resources in Bill of Quantities
- Component Resources
- Intelligent Resources
- BOQ - Adding Resources to a Bill
- Resource Assistant
- DIM Sheets
- BQ Resource Substitutions
- Packages
- Standard Template Bills
- Setup - BOQ
- Setting up a Project, Contract and Development Projects
- IF
- Business Planning and Forecasting - Business Plan Configuration
- Dynamic Queries
- Datasets - Overview
- Report Builder
- Semantic Layer
- Coins ERP+ Report Writer
- BI - Database Full guide
- Discovery BI0002 - Creating a Contract Browse Screen
- Discovery BI0002.5 - Adding a Body Selector
- Discovery BI0001 - Finding Field Names in Coins ERP+
- Time & Date Calculations
- TODAY
- Calculations Overview
- Business Intelligence - DATE
- Forms Service Procedures and Report Selection Generates
- Reporting Company Car Benefits
- Cost CVR View - Overview
- Report Writer - Creating a new report
- Container Reports
- System Requirements
- Business Intelligence (BI) Video Guides
- Coins ERP+ and BI Utilities
- Standard Power BI Dashboards
- Calculation Field Rules
- Coins ERP+ Query Language
- Query Editor
- Business Intelligence (BI) PDF Guides
- Loading Bank Statements
- Open banking
- Cash Book videos
- Statement File Formats - Format A (Barclays)
- Write Off Method
- Loading statements automatically
- Granting Plaid access to accounts
- Bank Reconciliation
- Cash Book Overview
- Creating statements using Plaid
- Plaid Banking Subscription Keys / HMAC Authentication Keys
- Cash Book Transaction Entry
- Entering Receipts by Invoice Number
- Quick Cash Inter-Company Posting
- Project Bank Accounts
- Format B (NatWest)
- Format C (Bank of Ireland)
- Format D (Midland Bank)
- Format E (Royal Bank of Scotland)
- Format F (Commonwealth Bank)
- Format G (ANZ Bank)
- Format H (Bank of Ireland - Format 2)
- Format I (HSBC Hexagon)
- Format J (Lloyds Bank)
- Format K (Bank of Scotland CHOBS)
- Format L (Northern Bank)
- Format M (Allied Irish Bank (AIB))
- Format N (Bank Of Ireland (No Header))
- Format O (HSBC Hexagon (New Format))
- Format P (Royal Bank Of Scotland (New Format))
- Format Q (Ulster Bank Load)
- Format R (Co-Op Bank)
- Format S (RBS/Natwest BankLine)
- Format T (HSBCNet)
- Format U (Clydesdale Bank)
- Format V (National Australia Bank)
- Format W (Handelsbankken)
- Format X (Generic CSV File)
- Format Y (Barclays Daily Statement)
- Format Z (Lloyds Commercial Online Banking)
- Plaid Banking FAQ
- Webinar: Bank reconciliation refresher
- Coins fix administration
- COINS REST API
- How Function Access Works
- System Administration Workbench
- System Setup
- List of Configurable Documents
- Defining Analysis Sets
- Setting Up Codes for Analysis Sets
- Conditional Formatting
- FOP Formatting Instructions
- Outlook integration using Microsoft Graph – configuration
- Configuring a User's Desktop
- Defining the Content of the Document
- Data Replication overview
- COINS REST-User Defined Page - Page
- Contract Timesheets – Limitations
- Contract Timesheets – Activities
- Contract Analysis
- Budget and Forecast Separate Regular Time, Overtime, and Double Time Hours
- Cost Transactions Billing Updates
- DocuSign Integration for Variations and Certificates
- WIP Adjustments - Margin % Accounting
- Contract Timesheets - Overview
- Logging a New Job
- Completed Contract Method
- JC Commissions Date Entry and Reporting
- Site Overheads
- Network Scanner Locations
- Coins Document Uploader – Coins ERP+ configuration
- Loading documents from email
- How to implement document security
- Document Management overview
- Document Management – linking to external files
- Attaching a document
- Creating invoices from scanned documents
- Attachment security across environments in Coins
- ESS Start and Stop Times - Overview
- ESS Start and Stop Times - Configuration
- ESS Start and Stop Times - PR Employee Maintenance
- ESS Start and Stop Times - Processing
- ESS Start and Stop Times - ESS Submit Reporting Action
- ESS Start and Stop Times - ESS Approve & Review Workbench
- ESS Start and Stop Times - ESS Audit
- Employee Self Service - Overview
- Employee Self Service - Employee Self Service Licensing
- Employee Self Service - Employee Self Service Setup
- Employee Self Service - Portal Users - Actions
- Employee Self Service - Tile Selection and Configuration
- Employee Self Service - Pay History
- Change requests
- Company Holiday Calendar
- Paid Leave and Leave Requests
- Security
- Adding a New Asset
- Asset Purchase Order
- Maintenance Cycles
- Asset Captions
- Asset Triggers
- Loading Assets into Coins ERP+
- Asset Depreciation History
- Fixed Asset Disposal
- AP Invoice Entry and Posting
- Captions and Triggers
- Linking Triggers to Captions
- Updating Triggers for plant on hire
- Fixed Asset Depreciation
- Fixed Assets Configuration
- Standard Asset Tasks
- Fixed Asset: Enter Adjustment Function
- Reverse an asset disposal
- Asset revaluation in Coins
- General Ledger
- Creating Periods for the New Financial Year
- Sectors
- General Ledger Allocations
- Year-End Checklist
- Standing Journals
- GL Posting Journal Batches
- GL Journal Batch
- General Ledger Allocation – Configuration
- Allocation Types
- Year End Process - Overview
- GL Journal Transactions
- Importing Journals
- Budgets
- GL Reporter
- GL Reporter – Multi-Currency and Joint-Venture Reporting
- GL Reporter – Running Reports
- Year End / Month End- done right
- Understand and report a tax imbalance in COINS ERP+
- Reopen a closed financial year for audit adjustments
- PR Employee Management Menu for Employee Terminations
- HR enrol Employees in Multiple Courses: Training/Assessment Groups
- Bradford Factor Calculation (UK)
- Configuration - Redacting Sensitive HR and Payroll Fields
- Employee Training Enrolment in Browse Screen
- Enroll Employees in Multiple Courses
- ESS Portal Timesheet Responsive UI
- Function Specific Lookup Codes - Overview
- Function Specific Lookup Codes - ACA Lookup Codes
- Function Specific Lookup Codes - Benefit & Accrual Plans Lookup Codes
- Function Specific Lookup Codes - Drug Tests Lookup Codes
- HR Competences - Overview
- HR Competences - HR Competence Elements
- HR Competences - HR Competence Expiry Dates
- HR Competences - Applying Competences to a Person or Role
- HR Competences - Essential and Desirable Competences
- HR Competences - HR Competence Mapping
- HR Competence - Complete Management
- HR Competences - Creating HR Competencies
- HR Competences - Adding Elements to a Competence
- HR Competences - Assigning a Competence to a Job Title
- HR Competences - Adding a Competence to an Employee
- HR Competences - Effect of Competencies on the Personnel Workbench
- HR Competences - Viewing the Status of a Competence
- HR Competences - HR Competencies Parameters
- HR Disciplinaries
- HR & PR Control of Termination Dates
- Incidents/Accidents Enquiry
- Maintain HR Lookup Codes
- Maximum Accrual Amount Added to Accrual Rate Record
- New Level of ESS Approvers
- Personnel History Tool
- Processing HR Changes
- HR and Payroll Record Anonymisation
- Personnel Data Load
- Human Resources Parameters
- HMRC Workbench Access - Payroll
- Unable to download RPNs - Payroll
- Payroll - Can I email P60's and P45's?
- Payroll- FPS Submission Error - ...taxable pay cannot be negative [PR257]
- Payroll - Ireland - Reporting Taxable lump Sums and Non-taxable on the Payroll Submission
- Payroll - All Bucket records in use when posting payroll batch
- Payroll -How to change the Payroll name description?
- Payroll- Transfer of Employees from One Payroll Frequency to Another
- Timesheet Load Error [PR1117]
- UK&IR - Payroll - Can I rerun the RTI report
- DPS - Tax Code Not Applying - Payroll
- UK&IR - Payroll - Processing an Auto Enrolment Pension Opt-Out and Manually refunding Pension Contributions - Payroll
- Week 53 Payroll Tax / USC issue - Payroll
- Processing Payroll
- Payroll Adjustment Batches
- Apprenticeship Levy - Overview
- Apprenticeship Levy - Zero Employer NI
- Apprenticeship Levy - Annual Details for Tax Year
- Apprenticeship Levy - PAYE Scheme for Separate Employer
- Apprenticeship Levy - HMRC Workbench RTI
- Emailing Payroll Documents
- Configuring COINS to Email Payroll Documents
- Setting Up Employees for Emailing Payroll Documents
- Generating Payroll Documents to be Emailed
- Employee Auto Numbering - Overview
- Employee Auto Numbering - Parameters
- Employee Auto Numbering - Format Details
- Employee Auto Numbering - Adding an Employee
- Employee Auto Numbering - Employee Leaver Status
- Employee Auto Numbering - Load Employee Data
- Employee Auto Numbering - HR Parameters
- Employee Auto Numbering - HR Personnel Workbench
- Employee Auto Numbering - PR Renumber Employee
- Employee Auto Numbering - Transfer Employees
- Employee Maintenance
- Employee Maintenance Tabs - Other Tab (Non-US)
- Employee Maintenance Tabs - SY Data Fix Upgrade Program
- Adding a New Employee
- Maintain Employee Pension Schemes
- Item Sequences
- Timesheet Load file format
- Post Calculation Cost Load file format
- Load Employee Data file format
- Post Calculation Cost Distribution Load file format
- Contract Specific Cost Heads - Overview
- Contract Specific Cost Heads - Configuration
- Payroll Configuration - Configurable Payroll Cheques and Payslips
- Redacting Sensitive HR and Payroll Fields
- Payroll Videos - Payroll Processing
- Payroll Videos - Global Setup
- Payroll Cycle Status Codes
- Retrospective Payroll Costing
- Payroll Variation Report
- Payroll Variation Report - Company Configuration Various Regions
- RTI Report
- Full Payment Submission (FPS)
- Final Submission for the Year
- National Insurance Number Verification Request
- Data Provisioning Service (DPS)
- UK Pension Auto-enrolment - Pay Calculation
- UK Pension Auto-enrolment - Configuration
- UK Pension Auto-enrolment - Notifications
- UK Pension Auto-enrolment - Opt In
- UK Pension Auto-enrolment - Opt Out
- UK Pension Auto-enrolment - Reporting
- Gender Pay Reports
- Ireland Enhanced Reporting Requirements
- Ireland Pension Auto-Enrolment - Overview
- Ireland Pension Auto-Enrolment - Initial Setup
- Ireland Pension Auto-Enrolment - Pay Period Processing
- Ireland Pension Auto-Enrolment - Making Corrections
- Ireland Pension Auto-Enrolment - Viewing and Managing Data
- Ireland Pension Auto-Enrolment - Starting a New Period, Deleting Old Employee Data, and Employee Transfers
- Irish Payroll Year End Processing - At Year End
- Real Time Information Overview
- Employee email address used to send payroll documents
- Producing a P45
- Employee Security
- Irish Payroll - PRSI changes
- Construction Workers Pension Scheme (CWPS) - Annual Contribution Rates
- Submit a non-live FPS in a test or pre-live environment
- Resolve an 'in use' error when deleting a Job Calculation
- Plant Control
- Plant Control Processes - High Level Overview
- Plant User Workbench
- Pay Costed Charge Calculate
- Additional Plant Setup
- Setup for Hourly Rated Plant
- Recommended Processes - Plant Control
- Pay Costed Charge Calculate – Parameters
- Plant Requests
- Plant Orders
- Plant Group Rate Import File Format
- Meter Change
- Timesheets Invoice Workbench
- Process a plant rehire
- Picking List Workbench in Plant Control
- Enable the rate override option for sales order lines in Plant Control
- Create a fast dispatch in Plant Control
- Request plant using the Plant Web Catalogue
- Enter and post a Quick Time batch in Plant Control
- Set up and hire Plant Kits in Plant Control
- Purchase Ledger Videos
- Creating a Task (PL Invoice)
- Entering an Invoice with a PO
- Manual Payments
- What Is the Problem Invoice Workbench?
- Problem Invoice Workbench - Setup
- Cost invoices
- Holding and Approving Invoices
- The Invoice Matching tab
- Matching the Invoice
- Create BACS
- Problem Invoices - Query Types
- Invoice Matching – Tolerances
- Problem Invoice Workbench
- Allocating Credit Notes
- Creating a New Supplier Account
- Enter Invoices
- eCommerce Invoice Workbench – Load and Pending Screen
- Anonymise PCard Holder Data
- Matching Credit Notes to Orders
- Plant Timesheet Detail Link
- Invoice Matching
- Administration
- PL Configuration
- PL Payment
- Upcoming Payment Format Changes – Action Required in Coins (Ireland Focus)
- Fix a missing transaction type on intercompany invoices
- Understand invoice status and hold codes in COINS ERP+
- Purchase Ordering Basics
- Creating a Subcontract Order Header
- Order Import File Format
- Material GRNs
- Entering Material Lines
- Entering Subcontract Order Lines
- GRN WBS Site Stock Transactions
- Multi-Analysis Type Material Orders - Workshop Analysis Type Lines
- Separate Contract and Service Order Related Material Order Budget Validation
- Reverse a posted stock GRN
- Fixes Enquiry
- Coins ERP+ user guide
- Coins ERP+ System guide
- COINS REST-User Defined Page - Functions
- Analysis Sets
- Security - Single Sign-On - Setting Up AAD Single Sign-On
- AAD Code Grant
- Filters
- Fixed Asset Load File Format
- Inline Manual Setup
- Fixes Administration - configuration in COINSAdmin
- COINSAdmin auto patch and rollback
- The COINSadmin system
- The Coins ERP+ Database
- Checking Disk Space on the Server
- Starting and Stopping the Coins ERP+ Database
- PASOE Overview
- Menu Tree Maintenance
- Coins ERP+ audit storage max no. of days
- Creating and Editing Column Sets
- Scheduling a Report
- Setting/Restricting a Background Image for All Users
- Desktop Creation
- Adding Desktop Tiles in Coins ERP+
- Viewing & opening PL invoice images
- How to Set Up auditing
- Additional User View in Activity Workbench (Workflow)
- User views
- End a Workflow Task
- Enabling Desktop for a User
- Batch Security in Coins ERP+
- Coins ERP+ Global search
- Verifying a Fix has been loaded
- Terminology
- Creating Report Pack reports
- How to allow more time for processes to run.
- Video - Creating a new user
- Setting up Single Sign On (SSO)
- Support - Technical Help
- Support - Assume User ID
- Support - Troubleshooting network problems (Ping test)
- PC Software Requirements for Coins ERP+ - Overview
- PC Software Requirements for Coins ERP+ - Making Coins ERP+ a Local Intranet Site
- PC Software Requirements for Coins ERP+ - Setting Internet Explorer to Allow ActiveX Controls
- PC Software Requirements for Coins ERP+ - Setting Internet Explorer to Allow Execution of JavaScript
- PC Software Requirements for Coins ERP+ - Troubleshooting Internet Explorer Settings
- Changing System Configuration
- Security - Login
- Security - Login - Configuring Coins ERP+ login
- Security - Login - Changing Coins ERP+ Passwords
- Security - Login - Password Security
- Security - Two-Factor Authentication
- Security - Two-Factor Authentication - Parameters
- Security - Two-Factor Authentication - User Maintenance
- Security - Two-Factor Authentication - Password Hash
- Security - Two-Factor Authentication - User authentication
- Security - Two-Factor Authentication - Expired password
- Security - Two-Factor Authentication - Reset Password
- Security - Two-Factor Authentication - SYSAdmin Login
- Security - Two-Factor Authentication - Enabling the OpenEdge Alternate Number Generator
- Security - Single Sign-On - Single Sign-On using Microsoft
- Security - Single Sign-On - Logout
- Security - Single Sign-On - Azure Active Directory Login
- Setting Up AAD Login
- Security - IP Address Alerts
- Security - External Users
- Security - External Users - Configuring External User Security
- Security - Anti-Malware Protection
- Security - Google reCAPTCHA
- Security - Google reCaptcha v3 Integration – Configuration
- Security - Google reCaptcha v3 Integration – Cautions
- Security - Google reCaptcha v3 Integration – Reporting
- Security - Google reCaptcha v3 Integration – Login Errors
- Security - Function Access Security
- Security - Batch and Print Security
- Security - Delegated Security
- System Vault
- System Status tab
- Access to Desktops
- Account and Contract Security
- Adding Formatting to a Document Field
- Coins ERP+ Menus
- Configuring AAD
- Selecting Records
- COINS REST-User Defined Page
- Keyboard shortcuts
- Azure Active Directory Login
- COINS Construction Marketplace
- Super Administrator
- Contract Security
- Set Up Rebates Types
- Overview of CIS
- Can-Do Lists
- Colour Palettes
- Load a licence in Coins ERP+
- How to Interact with the Coins Financial Controller Copilot Skill
- Entity Maintenance
- Activity Workbench – Different Views
- Logging in to Coins ERP+
- Changing Environment Colour- v12.03 & earlier
- Changing Colours and Styles
- Code Editors
- Setting Up a Generic Mail Merge
- Logos
- Auto-Assign a Service Order Back to a Technician
- Generate Service Order Mileage Costs
- Invoice Form Default by Service Order Type
- Non-Service Order Time Block Labour Stages
- Non-Service Order Time Block Schedule
- S-Curve Automated Spreading
- Service Management Visit Location Union Defaults
- Service Order Manual Percent Complete Effective Date
- Service Order TOS Agreement Billing Comments
- CVR Data Storage
- Parameters UK & Ireland
- Access Coins ERP+ - Data Extracts to Microsoft Fabric OneLake (Data Lake)
- Webinar: Form design - Build your own, no IT needed
- Configure GL Cost Posting reports to auto-select a report queue
- Azure AD Application Configuration
- Company Groups
- Disable a user when they leave
- Control a user's access by company
- User Groups
- User View Set Up
- Account and Job Security
- Users and Groups
- Main Groups and Subgroups
- Request Super Administrator access in COINS
- Replace compromised or expired COINS credentials
- Email Templates
- Set up function access using Main Menu Security
- Resolve common issues after upgrading to Coins ERP+ v12.05
- Investigate why a user account was locked
- My Files and Shared Folders REST Interface
- Troubleshoot authentication and SSO login issues
- Subcontract Ledger Videos
- Subcontractor Certificates - Entering Subcontractor Certificates
- Subcontractor Certificates - Draft Certificates
- Paying Subcontractors
- Subcontract Orders
- Raise a Subcontract Order
- Subcontractor Maintenance
- Subcontractors Onboarding
- 17.01 Auto-Create a Subcontractor
- 17.02 Compliance Setup
- 17.03 PO Entering for Subcontract Orders
- Subcontract Certificate Entry
- Releasing Subcontract Retention
- Select Subcontract Certificates for Payments - Manual
- Printing Checks in Subcontract
- Posting Payments in Subcontract
- Entering a Detailed Breakdown Certificate in Subcontract
- Coins - Subcontract Ledger Order Novation
- Subcontract Ledger Set-Up
- Selecting Certificates for Payment
- Verifying subcontractors
- Draft Certificate Entry
- CIS – Electronic Verification
- Authorising Draft Certificates
- Actions on Payment Batches
- Manual Contract Notification
- Manual Contract Notification Using Subcontract RCT Details Review/Update
- Manual Contract Notification for suppliers
- Fix a greyed-out Payee Name field in Subcontract Maintenance
- VAP Videos
- Valuation and Approval Methods
- Standard House Types
- Development-Specific House Types
- Development Re-Plans in Coins ERP+
- Multi-Order Trades
- Entering Payroll Payments in VAP
- Apportioning Budgets for Non-Sellable Plots
- Handling of Variations in VAP Subcontract Orders and Payments
- Variation Costing and Reporting
- Setting Up the VAP/Payroll Link
- Set Up and Processing VAP Rebates
- Development Maintenance
- Creating a Development
- Adding Plots to a Development
- Plot Groups
- Plot Summary Details
- Quick Add Plot Address
- VAP Matrix Screens - Overview
- VAP - Matrix Actions