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Arrow Accounts Receivable Integration - Analysis

Arrow Accounts Receivable Integration - Analysis

Owned by Matthew Garrett
Last updated: Aug 18, 2021
2 min read

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Article Index

Analysis

The following information outlines important analysis questions and activities that MUST be performed before undertaking the installation and configuration of Framework Integration.

Each question should be considered and the responses recorded. The responses will be required when installing and configuring Framework Integration.

Email Configuration

Analysis Question

Response

Analysis Question

Response

Email Server Name

(Integration emails are sent via this server)



Email Server IP Address



Contact Person

(Name and email address details of the IT contact)



Do emails sent to this server HAVE to be from a valid user?

(To ensure emails are not rejected)



If Yes, what is the valid user email address?



Is security needed to send emails to this server?

(To ensure emails are not rejected)



If Yes, what is the:

  • Username:

  • Password:



Internal Staff Email Address

(A list of email addresses of those who will receive the integration log emails)



Internal Public Folder Email Address

(A public folder to store emails)



Insula Software Support Archive

integrationsupport@insulagroup.com.au

Arrow Claims Invoicing

Analysis Question

Response

Analysis Question

Response

Accounts Receivable (AR) Managers

(Contact person's name and email address)



Invoicing Staff/Contact People

(Name(s) and email address(es))



Are they all based in the same location? 



Do staff run Arrow via thin clients (e.g., Citrix, RDP, etc.)?



What is the Schedule of Claims?



Do you have multiple Claim Schedules/Templates? (e.g., HIA Contract, Payment on Completion, etc.)



When are Post Contract Variations invoiced?

  • Amortised into the contract stages before going to site.

  • As they are raised/approved.

  • When going to site.

  • When the work on the location is complete.

  • At the end of the job with the Final Claim.



When are Building Variations Invoiced?

  • As they are raised/approved.

  • When the work on the location is complete.

  • At the end of the job with the Final Claim.



Are invoices created daily or weekly? 

If weekly, which day? 



Are claims invoiced based on construction stage forecasts?



Invoice Number Format:

  • Job Number/Claim Number

  • Job Number - Claim Number



Are Invoice Numbers sequential?



Arrow Contract Stage (Cost Centre) Codes:

  • InitialDeposit

  • BalanceDeposit

  • BaseClaim

  • FrameClaim

  • LockUpClaim

  • FixOutClaim

  • FinalClaim



Folder location where ARInvImport.txt file is stored.



Claims Rounding Method:

  • Whole Dollars (Standard)

  • Nearest 5 Cents

  • No Rounding



Arrow Claims Receipting

Analysis Question

Response

Analysis Question

Response

Receipting Staff/Contact People

(Name(s) and email address(es))



Are Receipt Numbers entered into Arrow? 

If yes, to which field?