Databuild Accounts Receivable Integration - Analysis

Email Server Name

(Integration emails are sent via this server)

Email Server IP Address

Contact Person

(IT contact person's name and email address)

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

(Who will receive log emails)

Internal Public Folder Email Address

(A public folder to store emails)

Insula Software Support Archive

integrationsupport@insulagroup.com.au

Databuild Server Name

(Server where the Databuild database is installed)

Databuild Server IP Address

Databuild Version Number

Databuild Database Type

• MS-Access

• MS-SQL

Databuild Job Database Name

(what is the data referred to?)

Databuild System Database Name

(what is the data referred to?)

Native Folder

(e.g., C:\Data\Databuild\)

Database File Name

(e.g., dbwjob.mdb)

Database File Name

(e.g., dbwsys.mdb)

Databuild Security User Account (Job Database):

- Username (e.g., ODBC)

- Password (e.g., secure)

Databuild Security User Account (System Database):

- Username (e.g., ODBC)

- Password (e.g., secure)

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 Databuild via Thin Clients (e.g., Citrix, etc.)?

What is the Schedule of Claims?

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

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?

Databuild General Ledger Account Code (GLac)

Claims Rounding Method?

• Whole Dollars (Standard)

• Nearest 5 Cents

• No Rounding

Receipting Staff/Contact People

(name(s) and email address(es))

Are Receipt Numbers entered into Databuild? 

If yes, which field? 

• Cash Receipt ID - 'TPMT'