cccone.com Release 2024.06.21

Here's what's new in cccone.com release 2024.06.21 for Repair Facilities. 

Note: The availability of the features below may vary based on the products licensed by your company.

Payroll: Paysheets

Shops with Repair Workflow Labor Management features now have access to Paysheets on cccone.com. You can now search, view, and edit paysheets on cccone.com.

To access this feature:

1. Select the app menu in the upper left-hand corner of the screen
2. Select Payroll, then select Paysheets

Figure 1 (Access Paysheets)

You can search for existing paysheets using the search criteria on the left side of the screen.  Select a row in the search results to see available actions.

Figure 2 (Search Paysheets)

• Edit - Opens the employee or team paysheet in edit mode
• Approve paysheet - Changes status of the employee or team paysheet to "approved"
• Unapprove paysheet - Changes status of the employee or team paysheet to "not approved"
• View - Opens the employee or team paysheet in read-only mode

Both employee and team paysheets are available for edit. Paysheet information has been streamlined to show only the information relevant to the employee or team. For example, paysheet totals for an hourly employee no longer includes "salary" or "flat rate/commission" pay in the totals breakdown. Team pay, guarantee, bonus, and advance are included only when they apply to the employee.

Figure 3 (Employee Paysheet)

Figure 4 (Team Paysheet)

Within the edit paysheet screen you can view and edit paysheet details. Select labor assignments and/or timecards to pay for the pay period. Adjust pay hours and add bonus or advance dollars as needed. When ready, set paysheet status to approved.

Figure 5 (Adding Other Pay)

Notes:

• Shop must have the following licensed product to access Paysheets features: CCWLB - Repair Workflow Labor Management
• User must have the following security permission to access paysheets on cccone.com: Create, search, view and edit pay periods
• User must have the following additional security permissions to perform specific actions:     
  
  • Paysheets - Edit advance field - Provides the ability to add/edit advance on the employee paysheet     
  • Paysheets - Edit bonus field - Provides the ability to add/edit bonus on the employee paysheet
  • Paysheets - Edit flat rate/commission pay hours - Provides the ability to select and edit flat rate/commission items for pay
• The ability to edit timecards from the paysheet is not yet available in cccone.com - look for this functionality in an upcoming release

Parts: Add & Edit Invoice

Shops with Repair Workflow Parts Management features now have the ability to create and edit invoices on cccone.com. To access this feature, open a workfile on cccone.com and follow the steps below.

To create a new invoice:

1. Click workfile Menu button in the lower left corner of the workfile screen
2. Select New
3. Select Invoice

Figure 6 (New Invoice Action)

This opens the New Invoice screen where you can select the parts you want to receive. Just as in the desktop application, you'll need to select a vendor, enter the vendor invoice number, select parts to receive, and enter the invoice total amount to save the invoice.  You can also save the invoice as a draft to continue editing later.

Figure 7 (New Invoice)

To edit draft or completed invoices:

1. Click workfile Menu button in the lower left corner of the workfile screen
2. Select Open
3. Select the invoice document you wish to edit

This opens the Edit Invoice screen. Invoices in draft state remain fully editable - you can update parts selected to receive, add lines, etc. Completed invoices don't allow line level edit but fields for invoice number, invoice date, payment type, and check number remain editable.

Figure 8 (Edit Invoice)

Notes:

• Shop must be licensed with the following product to access invoice search: Repair Workflow Parts Management
• User must have the following security permission to access edit invoices: Parts Management - Create, search, view, and edit invoices

Estimating: Edit group header line

When editing estimate line details in cccone.com, users can now select the part group header line and perform select actions.  This includes:

• Editing the header line description
• Adding a note to the header line
• Inserting a manual line above the header line

To access this feature:

1. Open a workfile on cccone.com
2. Go to the Estimate screen
3. Click on a group header line to select

Figure 9 (Select Part Group Line)

Once the line is selected:

• Edit the line description, then click OK to save changes
• Click the Add line note link to enter a line note
• Click the Insert line button to add a manual line above the header line

Figure 10 (Edit Part Group Line)

Notes:

• User must have the following security permission to edit estimates: Create and edit workfiles

Estimating: Add line note from prompt

When editing estimate line details in cccone.com, users can now add line notes to estimate when answering prompts.

To access this feature:

1. Open a workfile on cccone.com
2. Go to the Estimate screen
3. Add a part to the estimate that triggers a prompt (Example: Add a bumper)
4. Click Add line note... in the prompt action bar
5. Add desired line notes, then click Save

You can select predefined notes and manually type note text. You can edit the note before closing the prompt by clicking the line note link again. When you finish answering the prompt, the appropriate lines are added to the estimate and the line note you entered will appear immediately below the part line on the estimate.

Figure 11 (Prompt with Add Line Note)

Figure 12 (Pre-defined Notes)

Figure 13 (Prompt with Line Note Text)

Notes:

• User must have the following security permission to Edit estimates: Workfiles - Create and edit workfiles

Estimating: Multi-select part code

When writing estimates on cccone.com, users can now add multiple part codes to the estimate at once.

To access this feature:

1. Open a workfile to edit on cccone.com
2. Go to the Estimate screen
3. Click the drop down arrow below the blue + button
4. Select Part Codes
5. Click on each part code you wish to add, then click OK

As you select part codes to add, a counter is displayed in the lower left corner of the Add line by part code screen. You may search for part codes by code or description. Any part codes you have already selected will remain selected while you execute your search.

Figure 14 (Add Part Code)

Part codes configured with a specific part group will be added to the estimate within the configured group. Part codes without a group are added to the end of the estimate.

Notes:

• User must have the following security permission to edit the estimate: Create and edit workfiles

DMS Settings: Updated permission to access

CCC One has updated the associated security permissions required for editing DMS Connection settings. Previously users needed the “Edit repair facility profile" access these settings. Now, users must have the following permission instead: Manage accounting connection settings, data imports, and data exports

To access DMS Connection settings:

1. Verify the user's security role has the following permission enabled:Manage accounting connection settings, data imports, and data exports
2. Go to Settings on cccone.com
3. Select DMS Connection

Figure 15 (DMS Connection Settings)

 Notes:

• The "Edit repair facility profile" permission no longer provides access to DMS Connection settings
• If the user does not have the required permission, the DMS Connection settings tile will appear locked

Action Center: Open workfile from notification

Shops can now open the following items from notifications received in Action Center:

• New DRP assignments
• New Open Shop assignments
• New Insurance photo assignments
• New Online photo estimate requests
• Insurance change requests

To open a workfile:

1. Log into cccone.com and select Home in the app menu
2. From the Action Center screen, open a workfile notification
   For example, a New Assignment notification under Insurance > DRP Assignments
3. Click the View Workfile button on the notification

Figure 16 (New Assignment Notification)

The corresponding workfile opens in either edit or view mode based on the user's security permissions.

Notes:

• User must have the following security permission to edit workfiles: Create and edit workfiles
• User must have the following security permission to view workfiles: Search and view (read-only) workfiles

My Account: Emergency Contact settings

Users now have the ability to enter and edit emergency contact information from My Account settings on cccone.com. When updating emergency contact via My Account, the same information is also updated on the employee profile.

To access this feature from the desktop app:

1. Select Configure
2. Select My Account

You are automatically logged into cccone.com and directed to your My Account settings page.

To access this feature from cccone.com:

1. Select you avatar button in the upper right-hand corner of the screen
2. Select My Account

If you have permission to edit My Account settings, then you'll be able to edit all information displayed, including emergency contact information. If you do not have permission, then the information is displayed as read-only.

Figure 17 (My Account)

Notes:

• All users have access to view their My Account settings
• User must have the following security permission to edit MY Account settings: Edit My Account Information